Nonprofit Radio for February 7, 2014: Corporate Coffers & Committee Confab

Big Nonprofit Ideas for the Other 95%

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Linda Lysakowski: Corporate Coffers

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Linda Lysakowski, ACFRE, is a development consultant with nearly 30 years of experience. She wants you to systematize and formalize your corporate appeals; pay attention to small companies; and be more strategic with cultivation.

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 Gene Takagi: Committee Confab

picture of Gene TakagiGene Takagi returns. He’s our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO). He’s all about committees this month! How are board committees different than advisory committees? How much authority should be delegated to them? What are the pros and cons of executive committees?

 

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m very glad you’re with me. I’d suffer the embarrassment of a calcula if i had to shoulder the burden of knowing that you were going to miss this week’s show corporate coffers. Linda, listen kowski a c f r ee is a development consultant with nearly thirty years of experience. She wants you to systematize and formalize your corporate appeals. Pay attention to small companies and be more strategic with cultivation and committee conned fab jean takagi is back. He’s, our legal contributor and principal of the non-profit and exempt organizations law group neo he’s, all about committees this month. How are bored cities? Different than advisory committees? How much authority should be delegated to them? And what are the pros and cons of executive committees between the guests on tony’s? Take two. I have an abundance of alliteration. Were brought to you by rally bound peer-to-peer fund-raising and by telephone bill reduction consulting. T brc. Getting your money back from phone bill screwups. My pleasure to welcome to the show, linda. Like kowski, she is. One of one hundred professionals worldwide toe hold the advanced certified fund-raising executive designation. She has thirty years in non-profit development, and one of her many books is raised more money from your business community. She’s at linda lissa kowski dot com you could follow her on twitter where she’s at l listen, kowski llc linda, listen, caskey, welcome thanks, tony it’s. Glad i’m glad to be here. Happy to be with your audience today. Thank you very much. I’m glad you are too, and i i think it’s safe for me to speak for them to them, for them that that they’re glad you’re here too. Tell me about this cfr lots of lots of people are cf ari’s certified fund-raising executive, but you’re in advanced certified fund-raising executive right, and they’ve been certified fund-raising executive i used to be able to say i was one of fewer than one hundred, but just recently, with unless couple of months, we accepted number ninety nine and number one hundred into the fold on and it’s really an honor to be counted among the cfr ese it’s. A long, grueling process but i think it’s well worth it in the end. It’s it’s a process that you go through your really dedicated to this profession and a hundred of us at least are on. Did you have to be invited? Teo too do the work to get the a before your c f r ee. Well, the processes that you have to be a c f ar e already. Andi, i have been in the profession ten years or more. And then what makes us a little bit different from the cfr e to see if our reprocesses you take an exam and the review committee looks at your exam and make sure there’s no ethical violations on your record and then you’re automatically approved with e f r ee it’s really a four step process? It’s the application itself, and then you do take a written exam, which is obviously a little bit harder than the cfr e exam. And then you put together a portfolio showing your work and at least two a p f r ee piers will review that portfolio and then the third part of the fourth part of the process is an aural exam. Where again, about three, of your peers will take you through. About a three hour process where you give your oral answers to questions that are thrown at you by this group. So pretty grueling process. Ok, i happen to be a u a c f r ee ultra advanced there’s there’s. Only one of us, though. Come on, that that’s pretty cool. I guess i’m gonna have to try to get to be number two in that group. I don’t think you’re qualified. I’m sorry. Probably not. It’s the next level up, but it sze very secretive. Yeah, like the masons for, like free masons. Usc fr ee. Okay, so i have to learn a secret handshake that well, if you’re qualified. But i don’t believe that you are. I’m sorry. Okay? We’re talking about corporate giving. And specifically, i think small companies. But but before we get into big versus small there’s lots of forms of corporate giving, right, but it’s way beyond just just money. Yes, yes, there is, you know? And i think sometimes we kind of forget the many ways that corporations do contribute to the non-profit world besides e-giving cash, which most of us are familiar with cash or grant, there is in-kind there’s corporate. Volunteer programs, which can be really magnificent for a lot of organizations. And some corporations like to do sponsorship. Not so much of sponsorship of events, but other sponsorship may be sponsoring one of your program. Something like that. So there’s a whole variety of pockets you can delve into. Yeah. There’s also giving of inventory, right? Gif ts in-kind right. Right. Okay. And i’ve had some clients really be very successful with gifts. In-kind i could also tell you a bunch of horror stories about gifts and well, okay, we’ll hold the heart stories, but just, uh well, maybe, but we know that just want to set the ground work. We know there’s lots of different ways that we could be approaching cos on dh. You also want people to think broadly about the kinds of companies they approach. You will identify a lot of under the radar businesses, right? Right. And i think a lot of times we tend to always look at those big companies in our community whether their banks are hi tech companies. But there’s, every community has a couple companies that everybody thinks someone it’s like. Okay, how can we raise some money from the business sector and they all tend to think of a big company. I called the willie sutton theory that’s, probably because i spent a lot of years in banking before i was involved in the nonprofit world. But, you know, they one day it’s really sudden white, he robbed banks and he said, because that’s, where the money is and sometimes that’s the impression that we get some of those big companies about us for all the money is i have no live near las vegas and in our community, it’s, let’s go after the big casinos because, look, i have all this money, and we just kind of roll up with our little plastic cup and asked him to fill it with money, and it doesn’t always work that easy, right? So let’s, identify some of the the under under the radars and you like your name, like pest control movers, landscapers, right? Small, small companies that are often get overlooked by the way that that willie sutton story according to wikipedia, he didn’t really say that. That’s a pocketful. You know, i just heard that recently to that it was actually a reporter who described that statement. To him, but by still called the willie sutton xero describe doing me whether he said it or not, i don’t think we’ll take away your cfr designation because i hope not it’s, not that that’s, not really an ethical breach. It’s, just a little fib a little fairy town not doesn’t reach the eye to the level of ethical oversight, i guess in the next edition of the book will have to say that statement was described to willie said it or not, ok, let’s, talk about some of that well, how to get started with this. I mean, i would think now we have lots of different size companies on we have lots of different ways that we can approach various sized companies, so that creates a lot of variables. Should we be starting with what our goals are? Starting with gold is always important looking at how many companies, realistically or in your community, how many you think you might be able to reach and that’s going to be based a lot on how many staff and or volunteers you have to reach out to that business community, and i really stressed the word volunteers because sometimes the staff people think they have to do this all by themselves, and i have found that the best way to reach the corporate sector is tohave appear make that peer-to-peer solicitation. So if you have volunteers on your board, your development committee, a special committee that set up just to do a corporate annual appeal, you be able to use what i call the five to one rule, and this is a pretty common thing and fund-raising that no one volunteer is to make more than five calls when you’re talking about going out, personally visiting with someone and that’s what we’re talking about because personal solicitation is really the only way to get to the corporate community. I find direct mail doesn’t work, and most of the time, phone calls don’t work because the decision makers don’t take phone calls or open mail, okay, you through a lot of stare in terms of volunteers and how to approach and whether events versus one on one is best. So we’re going to unpack that we’re going to take a break for a couple minutes when we come back. Linda and i well, keep talking about corporate coffers stay with us e-giving thinking, duitz co-branding you’re listening to the talking alternative network duitz waiting to get a drink. Duitz nothing. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Buy-in welcome back to big non-profit ideas for the other ninety five percent. Time to send some live listener love stew start domestic new york, new york, minneapolis, minnesota, new bern, north carolina live listener love to you, seoul, korea got many people in seoul and others that are whose city is masked. So soul i wonder if you know the three or four people in seoul who are listening. Or do you ah, do you all know each other? I wonder. Can non-profit radio bring you together in soul? And of course, for our korean listeners on your haserot many in japan, tokyo, ujiie and one or two others were not sure who are who are masked japanese sorry to our japanese listeners. Konichiwa. Ok, linda, listen, kowski let’s unpack some of that stuff that you let us into let’s begin with how to approach the companies. You you suggest in in your book a cultivation event? Yes, i think cultivation events are a great way to get to know the business leaders and have them get to know you. Lots of times. The organizations think they just go knock on the door or send a letter and suddenly they’re going to raise all this money from the business sector, but these businesses a run by people, we have to remember that, and people need to get to know your organization before they’re going to support it. So i’ve had some very successful cultivation events were business leaders are invited in, always hosted by another business leader not hosted by your executive director or someone within your organization. And i think that’s one of the keys to success here is who does the invite king? I remember one working with the homeless shelter group, and they had keep business leader in their community, invite other business leaders in they thought they’d get about twenty, some people. They sent out seventy five invitations, and just about everybody they invited showed up mainly because of the host so that’s a big teo successful cultivation event. You profile that example in the book and then go a little further and talk about how how moved the breakfast attendees were yes, what we did was we started this it’s seven thirty in the morning and on the east coast, especially of the united states, i think you know, if you want to get business. Leaders have it first thing in the morning because they want to come in, get out of there and get back to their office before the day gets away from them. So we had a seven thirty eight, fifty eight, fifteen very brief agenda. We just kind of explained a little bit about what the shelter was homeless shelter, what they did, but the figment really sold these people was a tour which was led by a former guest of the shelter who was now gainfully employed at his own apartment. And when he took these business leaders around and showed them the shelter and said ice asleep over there in the corner, it really hit home that this organization was doing something valuable for its community, that it was turning people’s lives around, then it was making the business environment better. So of course they were really eager to support the organization, and some of them wanted to write out checks immediately, even though we had said that we’re not asking you for money at this event, and we actually didn’t take their money. We said, no, we’re going to come back to you later, but you know, we just want you to see the shelter and see what we’re doing here, and it really made a huge impact on that community talking about business leaders, companies what’s your experience with professional practices like lawyers, maybe dentists, orthodontists i think that’s another category i usually often call it business and professional again. I think the best way to get to doctors is through another doctor in the best way to get the lawyers is through another lawyer. These are all really busy professional people, and they don’t often have a lot of time, but they will make time to speak with a calling. So the key is getting your volunteers who can open the doors to these people and that’s, how you’re going to be successful and what’s our next step then after this cultivation event, which moves people i love the idea of hosting it on site that’s, that’s just so brilliant instead of having it at a restaurant or a hotel or something having if you have a facility where you can tour people around, i just think that’s a very is you cited that could be really moving what’s the next step after the after the event the events over now, okay, after the event, then one of the things that i suggest people is that they hold an annual corporate appeal involving volunteers, and what we did, for example, with that shelter is the volunteers who were so excited about it. A zay said some of them wanted to write out a check. A lot of them said, hey, when you’re ready to go out and talk to people about contributing to the shelter, count me in. I’m ready. Teo, help you with this project. So we developed a list of volunteers based on that cultivation breakfast and those volunteers all set. Okay, i’ll see these five people. I’ll see those five people. And we organized a really well honed annual corporate appeal and there’s a whole chapter in my book outlined how you go about doing that, it would probably be take up the rest of your show. And maybe the next three shows teo, tell everyone how it worked. But the key is involving volunteers letting them choose who they want to go see and seeing their peers. Because that’s, what gets you in the door and that’s what’s going to get you? The money. You need a long run. I would like people to know, too, that the book is very detailed in terms of how to go about these steps that has a planning timeline and a sample invitation and a questionnaire for after the after the event. So there’s there’s. A lot of good advice in the book and detailed advice. And linda, i think, did you wantto offer a listener discount? Tio? Anyone who’s interested in the book raised more money from your business community and within the next couple of weeks also have an accompanying workbook. Be released. Raised more money from your business community this year. That gives you step by step directions on and that code. If you go to charity channel dot com and look at the bookstore you just put in the code all lower case, linda al i n d a twenty fourteen books, and you’ll automatically get a fifteen percent discount not only on that book, but on any other books that you order at the same time. So okay, so you go to charity channel dot com and the code is linda twenty, fourteen books. Right? Okay, usually i like to see, that could be non-profit radio or tony rocks or something, but linda, think about linda twenty fourteen books we’ll work, it’ll get you the fifteen percent. Of course, if used tony rocks, you get thirty five percent. But buy-in but not this. Not this time around. All right, so we’re talking about volunteers. Volunteers are critical to the success of this. Do we need to train these volunteers? Oh, absolutely. Even though volunteers maybe radio i’ve done this a zillion times you want to i sort hesitate to use the word training sometimes because nobody thinks they need training, but we always had a kickoff celebration where we invited all the volunteers to come in. Somebody in the organization made a compelling case for support, and when i worked in the university, for example, we would have a student come in and talk about the fact that they were not there on scholarship, they wouldn’t be able to afford the university. So we have somebody that makes a compelling story for why we’re doing this, why we’re raising money and then you do need to give people some basic guidelines about, you know, how to make the call and how to fill out the pledge forms and when to make a report back to you. So it is there’s some work involved in it, but i think it really can be very, very helpful if you can get these volunteers in twos and excited just again remember that these are business people, they don’t want toe meat for three hours at a time, they want to come in, probably first thing in the morning and have a meeting that’s over within about an hour to an hour and a half and make it is easiest possible and keep your timeline short don’t give people a six month time frame, they’re only making five calls, and they should be able to do that and about a six week time frame. You recommend a five call limit because i presume you don’t want people to be overwhelmed by a list of twenty or twenty five names or something exactly what happens is something you all we have, some over enthusiastic volunteers payable. I know this person and i know that person and give me fifteen or twenty calls, and what happens is they never make any calls because fifteen or twenty just too intimidating. They pull out their list and they say i’ll work on that tomorrow. I don’t have time to think about it today, so if you give them five it’s a very manageable number now, i wouldn’t say we never she sometimes we have somebody who only makes three and that’s fine. If they’re three quality calls, sometimes we have somebody who could do six or seven, but i try to keep it to five to one because that’s a pretty realistic number and it’s proven to work. What if the person comes back and says i’ve done my five tonight? Can i have five? Five more were ready to do what? Okay, yeah, so you will give them or after their dahna naralo e-giving five to start with, okay. After they’ve done their initial, they can they can come back with more. Okay. And and what are they asking in these calls? Well, they’re there, then, presenting a case for support, which shows that you have various ways that businesses can support you. They can give a gift. They can restrict a gift, maybe, for example, to scholarships for school. Something like that, they could give a gift in-kind i’ve had some organizations that have been ableto build about a third of their building because they had everything donated from landscaping to excavation to furniture, toe windows to cement so you could get gifts. In-kind you can get cash, you can get other volunteer support, but primarily we’re looking at things in effect, the bottom line, so we’re looking at cash and give in-kind mostly all right, why did you tell one of your gift in-kind disaster stories? If if it’s not too long, well, i could give you a couple of them just one one took one pick the most of that, i think is probably the most interesting one because i live in the state of nevada, i had someone offer, give this wasn’t really a gift. In-kind it was a cash gift, but they had a real struggle was trying to determine if they should take a gift in-kind from a brothel because here, it’s illegal business in many counties so that they’re not offering gift in-kind are they okay with things that would really be quite interesting? Yeah, i mean, but gives in-kind i’ve had gifts of land offered which needed a half. A million dollars worth of oil remediation, that’s a gift in-kind you probably don’t want to take well, yeah, because you don’t want to have contaminated soil. Tohave teo remediated, but you’re glossing over the brothel example, but i we’re going to linger on this for a couple moments. I thought you might find that one interesting. Yeah, well, you were right because i go to the lowest common denominator. You know, mike sense of humor’s generally basin lowbrow in the gutter. Andi, i’m proud of that. S o have have you had clients offered gifts from from brothels? I have and some have taken them, and some haven’t, because they said they’re not doing anything illegal in that particular county, but others don’t take them because they feel like it flaunts the mission of their organization. But the pto gifts in-kind and unusual gifts like that are you have tohave gift acceptance policies in place that say what you’re going to accept and what you’re not going to accept. Interesting. Right there is the issue is do we want to take money from organizations that are contrary to what are companies that are contrary to what our beliefs are? What our mission is about that could apply for, well, really could apply in just about any circumstances, but i’m thinking particularly of, like domestic violence, possibly or health related charities, certainly any of the faith based religious charities and that’s where, you know, you really need to be careful about what you’re going to accept and the things that volunteers need to have before they’re asked to go out, make calls, they need to know what kind of gifts you’re going to accept. What other kind of support does the organization have to give two volunteers that are making these five calls? Well, i think they need to have a staff that’s going to support these volunteers because volunteers are going to i guarantee there’s a volunteer they’re going to call you say, oh, i’m supposed to make this call today, but i lost my my information that i was supposed to hand out can you send me another fact sheet, or can you send me another pledge card? I don’t have one and i have an appointment this afternoon, those of the kind of things that staff need to be there to support people and i think most importantly, what you need to give here’s a program that’s worthy of support. If they feel in food that your program is really doing a lot of good in the community, they will be proud to be part of your team. That’s going out asking for money so that to me is the most important thing that you need to provide volunteers. How about the chair of this annual business appeal? How do we how do we make sure we have the right chair person? Well, that’s a really important that because you wanna have a chair person that is well respected, well known in the community, can command respect is enthusiastic themselves. I had one gentleman wants to volunteer for a volunteer firefighters group, and he showed up at a meeting with and this is a top ceo in the county. He showed up with a fire helmet and red suspenders because he was so into what this would do it. He didn’t even take the time to change that e one to make his commitment well known that he supported the volunteer firefighters. He thought they were doing fantastic work, which they were, and his enthusiasm was contagious. Everybody else got excited about the campaign because he was excited about it. Outstanding. Okay, um, we have just a couple minutes left. Linda, tell me what it is that you love about the work that you do and you’ve been doing for for thirty years. I think what i really love the most is being able to help people fulfill their missions and so many of the things that, you know, i can’t just take off and run to africa and help dig wells or do a lot of different things, but i can help people raise the money to do those wonderful things. That’s what i enjoy about it the most. Because when charities come together, they can do when people come together should say into charities they khun do enormously good work that individuals can’t do that government and corporations aren’t suited for right? Absolutely. Ok, linda, listen kowski i want to thank you very much. Why don’t you remind people how they can get the discount on the book, go to charity channel, dot com right, and then put in the when you look at the book list, just put it in. It’ll ask you if. You have a discount code and you put in l i n d a all lower case. L i n d a twenty fourteen. Okay, linda, on the strength of this conversation we had i’m going to promote you to ultra cfr. So you are now ready. Well, thank you. I’m going to put that in front of my initial see if anybody recognizes. Thie organization is small but distinguished. You’re now you’re now using u a c f o r e. You will find linda. Listen kowski at linda lacey kowski dot com. And on twitter she’s at l lacey kowski llc. Thanks so much for sharing your expertise. Linda. Thank you, tony, for having me been a pleasure. Okay, bye. So long. We are sponsored by rally bound. You know them? You’ve heard me talk about them. They do software for peer-to-peer fund-raising at rally bound dot com. And we’re also sponsored by t b r c telephone bill reduction consulting. And they find errors in phone bills when ah, the phone company has charged you for things that you didn’t ask for or overcharged you. From what you were quoted, they will find those errors and ah. Get reparation, get money back for you. Who needs that fancy word? Reparation, that’s, not it’s, not really. Even a reparation. They get your money back from the from the greedy phone company that miss build you, and they’re being they’re at t brc dot com, the the show segments today, corporate coffers and committee conned fab, remind me of a ah, a bit. That was on the johnny carson show in nineteen sixty eight, and johnny’s guest was jack webb. He was the star in creator, a creator of the nineteen fifties and sixties tv show dragnet, and his character on the show was dependent joe friday. So i want to play this for you from johnny carson show nineteen sixty eight. Money kottler hyre general robbery when i got a call from the acme school bell coming dahna in a robbery. Yes, sir. One. My clappers, yes. Yeah, yeah, you know those things inside of falik makes a claim. The players that’s, right? We called flappers in business, okay? What’s that nothing, sir. Not gonna have the facts. Glamarys were stolen on this kayman napor copper clappers. Where were they kept? Buy-in you have any ideas who might have taken the copper clappers from the floor? Well, dahna fired-up managed for e-giving. What was his name? Latto cooper. You think that’s, right? I think. Latto cooper got my cover. You know what his plot cooper is from? Yeah. Upleaf. It makes it worse. They were clean playing copper clappers. Treyz what do you think, cleveland’s plus, hoover would cop, you’re clean spurs. Only one what’s that kleptomania. First discovered, the copper clappers were coming. My cleaning woman hyre. See if i got the facts straight here. Clolery clipper discovered your old copper clappers kept in a closet. We’re coming by. Clark cooper. The kleptomaniac from cleveland now, is that about it. What what’s that fiver mental maniac krauz upleaf kopperman clean copper clappers. Look after the club again, bob collaborating. Excellent. Nineteen. Sixty eight. Johnny carson and jack webb. That is tony’s take two for friday, seventeenth of february sixth show of the year. Jean takagi is back. He’s a manager. Tony, you know what to say. Hello, eugene. So, look, the guy doesn’t even know the protocol has done this. I don’t know forty times or something. Hang on there, gene. But but hello gina’s managing attorney of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blawg dot com and is gi tak at g tack on twitter hello jean takagi it’s been nearly that’s, right? Your it’s, your excitement, enthusiasm i it’s exudes the audience and the and the guests. We can’t help it. Okay, we’re talking about committees this week. You are concerned that whether where you’re questioning whether there should even be bored committees right aboard doesn’t necessarily have tohave committees. I’m just questioning the concept of whether every non-profit should have committees, and particularly for small non-profits with small boards of directors, committee’s may make sense, and sometimes they may not make sense, but there are a lot of kind of misconceptions about whether you have tohave committees. Okay. And what what is what governs? Whether you, whether you have to or not basically, i mean, you know, the usefulness of a committee is where aboard has got a lot to two, got a lot of governance responsibilities, and they may want to delegate some of those off two smaller groups that might be able to address the civic issues with more focused expert teeth. And, you know, it may be particularly helpful to be able to recruit persons outside of the board, to participate in committees as well. So those are good reasons for having committees but it’s not a good reason to have a committee. If you largely just bring people in without much direction, they sit around talking, you know, come up with a few pieces of advice and share it with the board, who sort of disregard that advice and decides on their own what to do. And a lot of committee members feel very disempowered and not very productive feel that it’s not a very productive use of their time to participate on committees, and they largely become ineffective. Yes. So there are clearly issues of efficiency on dh or inefficiency. Let’s, get some some terms down. We could have standing committees. We could have ad hoc committees. We can have a task force. Can you help explain these? Sure. Well, typically, you know, standing committee, the committee that has a perpetual existence until you know the board or some body decides that that committee doesn’t need to exist anymore, but talking generally perpetually existence and ad hoc committee is usually organized to address a specific task on dh at hot committees are often referred to his task force taskforce is although i don’t really see the difference between the two. They have defined life spans, and usually, when the assigned task is completed or can’t be furthered anymore that’s when when that committee saw what would be an example of something that an ad hoc committee would would be working on, they might work on the capital campaign or ah, particular event, for example. Okay, i saw some examples of leadership transition to if they’re if we’re in search of a new ceo. Yeah, absolutely. That’s. Another great example. Okay, it was just a good but now it’s just it’s. Just a good one on important. Well, thank you. Okay. Let’s, see, eso now weaken also have board committees and advisory committees. And you mentioned having people outside the board on committees. So can you help us understand this? This distinction? Sure. You know, i think it’s a really common misconception that you can have somebody that’s not on the board served on a board committee. The first distinction is that a board committee is made up of on ly board members and nobody else you can have other committees that are not bored committees. And they could be delegated with authority to andi, those other committees, non board committees all refer them to right now, khun b, composed of both directors and bond directors or simply just non directors. People from the outside and why i actually prefer the term non board committee toe advisory committee is that these committees could be delegated with management authority and they can have significant authority. Um, but the difference between the board committee and these non board committees is that only a board committee can be delegated toe act with all of the power of the board and there’s certain limitations to that authority as well. But boredom it ease khun act. In place of the board, in many, many circumstances where as a non board committee could not actually do that for pete’s sake. Okay, so non board committees, though, can be can be authorized by the board. Teo, do some narrow function or something, right, but not but not be delegated all the responsibilities of the board is that is that is that correct? Yeah, so they can actually have substantial authority, but they can’t act in place of the board. So where aboard action is necessary. Often times it will say a board or a board committee can take this ac action, but a non board committee would not be able to do that. What a non board committee might be able to do, though, is tio make decisions on fund-raising or on policy advocacy or program decisions. They might be able to approve a lease or something else. The board may wantto ratify those actions later and board oversight over committee actions is really unimportant. Part of governance, too, okay, and all the authority given a committee, whether it’s, a board committee or non board. And i guess even whether it’s standing or ad hoc all is given. From the full board. Is that right? Yeah. Generally that’s, right? So so the board of directors is going to delegate certain authority to to these committees, and they’re going to want to get some sort of report back from what these committees, if they’ve been given any sort of authority to take action so that the board khun khun, monitor and provide oversight over those committee actions. Now, i think the standing committees aren’t those aren’t those fairly common. Yeah, i think it’s it’s very common for organizations dafs standing committees, although, you know, i might venture a pretty aggressive guess and say that a lot of standing committee’s it’s not the majority of standing committees are pretty useless. Uh, okay, to be careful for a lot of smaller organizations, a lot of standing committees are again not very useful in acting in place of the board, and they might be good for giving advice. But then there there might not be a need for perpetual existence on dh they’re off. They’re obviously gonna be many, many exceptions to that, i would say generally, boards have to be very careful about having standing committees that are not active in that air not tasked with specific duties that feels very, very empowered to carry out those duties and provide recommendations to the board or take actions in place of the board if they’re bored committees or take management actions if there’d been delegated without authority. Yeah, otherwise, if these committees become ineffective and boardmember start to feel their time is being wasted, you’ve got a big donor relations problem among your most committed or formerly most committed volunteers. Yeah, absolutely. That’s. I mean, if you’re a boardmember tony, would you like to sit around at a committee meeting for two hours and then report back to the board and the board just listens to the report and then just move on carrying on businesses normal without taking any action on those? You know that reporter recommendations let’s, let’s, talk about the executive committee on di. We pulled listeners and you helped pole gene before the show. Thank you very much. One of the questions was do you have an executive committee of your board? And ninety percent looks like maybe a little more than ninety percent said yes, and and the remainder said no? Nobody said not sure. So thes executive committees, at least for listeners of non-profit radio, are very common. But there’s pros and cons yeah, absolutely on dh. So, yes, i think executive committees, they’re probably the most common form of committee. Um and they may make a lot of sense for a larger organizations, especially if they’ve got boards that have difficulty meeting on a relatively frequent basis and executive committee is a good way to continue to provide oversight over the organization in between board meetings and the executive committee may be ableto act in place of the board. Teo, you know, past what bank resolutions to open up a bank account and and do some of the sort of ministerial duties that that boards need to do some time. So for those reasons, executive committee’s could be very valuable the danger or the primary danger. I think with executive committee that if you over delegate authority to the executive committee, you could empower the board. So the executive committee could be the core leadership group that sort of takes hold of the organization and just creates a power discrepancy between the executive committee, board members and all the other board members so that the executive committee pushes through its agenda and takes all the action’s necessary to push through its agenda, leaving the rest of the board disempowered and feeling inactive and not very helpful to the organization at all. And just as he said before, with no disengaging your your your biggest donors which typically include includes many of your board members, you could do the same thing by giving too much power to an executive committee than dis enchanting those boardmember donors who are not part of that committee, where do you draw the light? Well, not where? How do you draw the line about? If we are going to have an executive committee, how much authority that committee should have versus the full board or other committees who decides this well, it should be the board and that’s where way commonly don’t see anything defined in terms of limiting the executive committee’s authority and that’s, one of the sources of problems often by-laws say that the executive committee just can act in place of the board in between board things and that’s the limit of the authority that’s been given to the executive committee, so they’ve got almost blanket authority to do almost anything in between board meetings and that’s, not a good governance structure so e-giving specific tasks or limiting executive committee, too, performing only certain tasks and maybe acting maura’s a reporting body to the rest of the board. Maybe the way too structured for most organizations, there are some organizations where the executive committee needs to be given a little bit more authority, but the board has gotta be ableto exercise oversight over those executive committee actions as well. So getting reports back at the next board meeting ratifying perhaps the most important executive committee actions taken after vetting the supporting information is really part of a board studio. All right, we’re going toe go out for a break. I want to send some live listener love, too. San francisco, california, rocklin, california state college, pennsylvania and at least one person is masked in the u s so if i haven’t sent live listener love to you, you’re you’re masking yourself, and we know that you are the national security agency in in in suburban washington, in virginia, stay with us, jean, and i’m going to keep having our committee confab. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Podcast pleasantries out to everybody lift, listening on the time shift and especially listening. Not now, but he will be on twitter at counting charity. Brian, thank you very much. I’m glad your morning commute is so much better now because you listen to non-profit radio while you’re driving carefully, i hope you’re listening. You driving carefully? Are you? Are you at the speed limit or below? This is critical, brian. Thank you very much. We have listeners in iran. We have lots of listeners in china shen jin, non jing and others in china wishing you happy. New year cerini inquire chaillou. Okay, jean takagi. Um let’s say there’s a woman who wants tio these heir, not her words. These air. These are my words. There’s, a consultant who wants to basically kill executive committee’s. Eliminate them in all cases. Simone joyo. Do you are you familiar with her work? Or have you seen her around? I you know, i think she writes for the non-profit quarterly. I believe that’s where i saw it on, by the way. She’s a safari also not a u f o r e. She has not attained the ultra designation yet. I have. Not bestowed it upon her, but i don’t know her that dragon tail for you, tony. I know you, weren’t you, jeanne. Now you were not listening in the first half of the show. Jean, you were, i snagged you. If you were listening the first half of the show, you would know that the ufc ari, is something that i hold, which is an ultra advanced certified fund-raising executive. I hold it. And now, in the first half of the show, i bestowed it upon guest linda lacey kowski. But i have not bestowed upon anyone else but that’s. Okay, gene, i’m sure you were prepping for the show. I know you were. I know you were busy thinking about our our committee conned fab conversation. So there are people who, well, simone, anyway, she feels very strongly about there should not be executive committee’s at all. I think it’s ah, great discussion toe have come for some boards. But, yeah, i think that’s, really just being provocative and stimulating, whether executive committee’s should really be granted with broad authority. I think for the most part, especially with larger boards and boards that may be spread throughout the state or throughout the country. Executive committee’s still can be very useful. Okay? But it’s a worthwhile discussion to have and your point earlier was that it’s the full board that should be deciding this, not just the chair and the and the ceo, right? And it should be in a good note that only the board can create a board committee and and executive committee should be aboard committees. Executive committee should be a committee that’s composed of only board members. And if that that’s the case again, the board is the only body that can create an executive committee to chair the executive director they can’t commit. Create the committee themselves. Okay, how about staff support for board committees? What should that look like? Well, first reference, there’s. A great article in blue avocado that came out recently on staffing committees. And i recommend that all your listeners staff support of committees is is just so crucial it really important to make sure that the committees are well equipped with the information they need? I had to carry on their duties and connected to what the organization is actually doing on the ground, and not just in theory and in documents so providing that support understanding for it, for the staff. That better involved in providing support to the committee’s, understanding why the committee members are there and are looking to help the organization and understanding how to best communicate information to them and facilitate the way for the community committees toe act including, you know, figuring out how to get the information to them in the right form, within the right amount of time, in advance of a meeting or an action that needs to be taken, providing them with the right facilities and, you know, even providing the right food and drinks that that’s the incentive to bring the committee together, all of those things could be tremendously helpful. We talked earlier about the advisory committees on another poll question for listeners was, do you have advisory committee or committees? And about sixty three percent said they do and the remainder well, about thirty, thirty percent said no, and then the rest weren’t weren’t quite sure so, like two thirds do have advisory committees let’s explore this little deeper than they could be valuable, you suggested it, but let’s go deeper in bringing outside expertise into the into the into the organization and supporting the board. Yeah, and i can’t emphasize enough that i think an advisory committee and non board i’m sorry, non board, i meant non board, i know you, you prefer non board. I screwed that up. Non-cash well and advisory committee khun b ok, for the bombs were committees that are delegated with management power, so if they’re going to strictly have advisory privileges, i like advisory committee. I don’t particularly like advisory board because board suggests that their board members with fiduciary duties, if you have a fiduciary duties, you have potential exposure to personal liabilities for failing toe live up to those duties, and we’ve talked about that. Yeah, so the great thing about being an advisory committee members if it’s truly advisory, you don’t have any fiduciary duty, and that makes it much easier to recruit individuals who might not have the time or it might not have the desire. Teo sort of meet all of the fiduciary duties of being a boardmember but really like the organization which case, you know, you can recruit them on an advisory committee. That committee might just meet once every six months, or it might meet even less than that, or it might just be a body of people who executive director can phone, you know, phone every once in a while just to bounce ideas off of on get they’re a pain in perspective, so in that way you could just really widen your resource pool, forgetting expertise, piri instant perspective that might be missing from the board. And i just think it’s such a valuable tool that many organizations are able t utilize, but a lot of organizations are really not taking advantage of the ability to do that. I think that’s a shame if they’re not not utilizing that that very valuable cool it sounds very valuable for the, uh well, here we go. Very valuable. Yes, it sounds really useful for the for the ceo have that that list of advisors that he or she can call and pick their brains and, you know, sort of be even in, like, an off the record discussion because we’re not in a board meeting and we’re not talking to someone who has the fiduciary duties. Yeah, think it’s, so valuable to be ableto have that for for the executive director and the executive director might have know their own sort of clos closely. Held advisory body and the board might actually have its own advisory body as well on dh it’s, nice for the board to be able to participate and network amongst themselves and, you know, boards have fund-raising responsibilities, as you often discuss with some of your guests. But acting is ambassadors to the organization and bringing in not just financial support but expertise to the organization and introducing them to people who might be interested. It can also result in future donors as well. And so i think advisory committees are just fabulous ways toe teo grow the resources of an organisation just about a minute or so left jean i think i saw on your blogged link to a site called board cafe. Yeah? Are you familiar with that? Is that that? I presume? I’m pretty sure it was your board. Your your block. So it’s. Not a resource that you’d recommend. Yeah, i think board cafe was adventure initially launched by compass point non-profits services, based in san francisco. It’s, a management support organization that’s recognized widely is is one of the best in the country on dh. It may have been taken over by the the online magazine blue avocado i mentioned earlier, i’m not sure that board kapin still exist. The blue avocado doesn’t that some edited by jan mathos oak of the california association of non-profits and is a fantastic online journal highly recommended for a number of non-profit issues, including h r and committees and what’s the name of that site again that she edits at blue avocados, it’ll be on, i think, blue avocado dot org’s okay, we have to leave it there, gene, thank you very much. Great, thanks durney always a pleasure. Jean takagi, managing attorney at neo non-profit and exempt organizations law group in san francisco, you’ll find him at non-profit law blawg dot com and on twitter at g attack next week, it’s valentine’s day i heart foundations cindy gibson will be in the studio to talk about the details of building relationships with larger public, private and corporate foundations remember rally bound in your thoughts and prayers, rally bound and telephone bill reduction consulting, of course, joe magee and yourself rabinowitz they support non-profit radio, you know their stories, you’ve heard me talk about them, you’ll find that rally bound dot com and t brc dot com our creative producer is claire meyerhoff. Sam liebowitz is on the board, as our line producer shows. Social media is by deborah askanase of community organizer two, point zero and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein of brooklyn. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternative network, waiting to get a drink. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medicaid asians, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking dot com. Hyre

Charity Registration Roundup

Image by jiiji, Flickr Creative Commons license
Image by jiiji, Flickr Creative Commons license

Charity Registration—the requirements that charities register with state authorities in each state where they conduct solicitations for donations—doesn’t change much, so I’ve been holding a bunch of news for a roundup. Each state has its own fee structure, timing, definition of “solicitation,” exemptions and sheath of forms (there’s some uniformity here, but also lots of variation).

These laws are a morass. Good thing they don’t change often.

Here’s what I’ve got:

Delaware will tighten registration. I always advise clients to register as a foreign corporation doing business in Delaware. Other states, too. I am quick to add that other consultants disagree with me, saying those states without charitable solicitation acts don’t require registration. The answer hinges on what is “doing business” in a state, and I believe soliciting donations is doing business (unless a state like Nebraska says otherwise).

The question will soon be moot in Delaware because a bill that has the support of the state’s nonprofit association, Delaware Alliance for Nonprofit Advancement, seems likely to become law, enacting the Delaware Charitable Solicitation Act of 2013.

Really want to read it? OK.

Beyond the “foreign corporation” registration, which is not devoted to charitable work, since 1996 the state has had a statute mostly limited to fraud prevention in solicitations. That law will be replaced by the new act.

Arizona repealed registration. Last summer, Arizona eliminated registration. The secretary of state says any filing after 9/13/13 will be returned.

Unless you’re a vets organization. Then you must register with this form. That’s part of my adoration for Charity Registration: the string of laws, exemptions, exceptions, and exceptions to the exemptions. In each state.

Another person has a sense of humor with all this. I laugh at it often. I’m not alone. From @salmanj10, this 2010 tweet: “London hostage/death threat. Look for charities with long standing charity registration.”

It’s just as bad in the U.S.

New York made a small change. The Nonprofit Revitalization Act passed in December with a positive change in registration for all charities soliciting here, regardless of where you’re incorporated. The threshold for submitting an audited financial statement is $500,000 in annual gross revenue, up from $250,000.

That’s good news! I’m all for making it easier and less expensive for small- and mid-size charities.

The new law makes sweeping changes for nonprofits formed in New York around governance, conflicts of interest, financial oversight and whistleblowers. (NY attorney general’s press release)

Most of the provisions take effect this July 1. You really don’t want to read this beast. Trust me. OK, it’s your life.

United Way ED resigned. The executive director at United Way of the Virginias resigned after it came to light late last year that the organization lost its charity solicitation authority back in 2008, for failure to keep up with registration.

As much of a morass as it is, you have to keep up with Charity Registration.

 

 

Invitation To Atlas of Giving & Giving USA

Image courtesy of Cranky Pressman, Creative Commons License
Image courtesy of Cranky Pressman, Creative Commons License

 

To the officers and boards of Atlas of Giving and Giving USA:

Things have gotten heated between you.

Forbes.com dubs it a philanthropy food fight. (I wish I had thought of that.) I am extending an invitation for you to talk to each other, instead of at each other through the media.

Rather than having journalists and editors reduce your explanations to 10-word quotes, let the community hear you directly.

You each are invited to have a representative appear on Tony Martignetti Nonprofit Radio for a civil discussion and Q & A about your respective products.

The date is Friday, February 7, 1 to 2pm eastern. You are welcome in the NYC studio on West 72nd Street, or by phone.

You may ask each other questions and we’ll crowdsource questions from listeners also. I’m certain we can do this politely. If not, I’ll keep order, with liberal sentences in Jargon Jail.

You each have had guests on the show before, so you know how I work.

RSVP by Thursday, January 30. You know how to reach me because I’ve worked with each of you. Or, put your reply in the comments and let the public dialogue begin!

Nonprofit Radio for January 24, 2014: Giving 2013

Big Nonprofit Ideas for the Other 95%

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Sponsored by RallyBound peer-to-peer fundraising for runs, walks and rides. Also sponsored by TBRC Cost Recovery, getting you money back from phone bill errors and omissions.

Listen live or archive:

My Guests:

Marcia Stepanek, Ken Berger, and Rob Mitchell: Giving 2013

L-R: Tony Martignetti, Marcia Stepanek, Ken Berger, and Rob Mitchell
L-R: Me, Marcia Stepanek, Ken Berger, and Rob Mitchell at #2013Giving

With me from Tuesday’s live stream of #Giving2013—the release of last year’s fundraising numbers and this year’s forecast from Atlas of Giving—are Marcia Stepanek, new media faculty at the Heyman Center for Philanthropy at New York University; Ken Berger, CEO of Charity Navigator; and Rob Mitchell, the Atlas’s CEO.

 

 

 

 


Top Trends. Sound Advice. Lively Conversation.

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If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent your aptly named host can’t be in studio today. So me, your cosa, our host for the day, sam liebowitz, the show’s line producer and this week e-giving twenty thirteen it’s a rebroadcast of this past tuesdays livestreamed release of twenty thirteen fund-raising results and the forecast for twenty fourteen from the atlas of giving rob mitchell, ceo of the atlas, delivers a ten minute press conference style announcement. Then tony hosts the discussion with him are ken berger, ceo of charity navigator marcy, a sta panic new york university faculty member, and rob mitchell live, listener love and podcast pleasantries to all. Tony will be back next week. Here is giving twenty thirteen my name’s rob mitchell i’m the ceo of atlas of giving we’re a dallas based business concerned with monitoring the velocity and trajectory of charitable giving in the united states. First, a little background about the atlas of giving we have developed technology that allows us to estimate charitable giving by each of nine sectors each of four sources and fifty states each month. The atlas also provides the only regular and reliable forecast of giving by sector source and state for each of the upcoming twelve months each month, we produce an updated report of giving activity and an updated forecast. The report is available at no charge at atlas of giving dot com new reports come out and are available after the twenty first of each month today, i’m very pleased to announce that two thousand thirteen was a fantastic record setting year for charitable giving in the us, but i’m also here to caution that the initial forecast for twenty fourteen is much more modest. For the first time in two thousand thirteen, charitable giving crossed the four hundred billion dollar mark in the us, which bolsters the u s reputation as the most filling throb picked country on the planet. In two thousand thirteen, a total of four hundred seventeen point eight billion was contributed by individuals, corporations, foundations and through bequest that this money has benefited more than one and a half million charities and churches across our nation. Now this amount represents a thirteen point, three percent increase over the more than three hundred sixty eight billion given in two thousand twelve and it also is one hundred billion dollars more than given at the height of the great recession in two thousand nine. E-giving growth, this this tremendous giving growth was fueled largely by historic gains in the stock market, the down as many of you know, was up twenty six percent, the s and p almost thirty percent, and the nasdaq was up almost forty percent in two thousand thirteen. There were other contributing factors as well, and those included an improving employment picture, a recovery and real estate values. Schnoll very low inflation, low interest rates and improving growth in gdp. Every sector that we measure experience growth. However, several sectors perform significant significantly better than the national average, most notably, human services organizations were up more than nineteen percent, environmental charities, up eighteen and a half percent, and the education sector giving to the education sector was up sixteen point two percent. All three of those sectors have a high correlation to stock values their performance does, trailing in the national results in two thousand thirteen were our largest sector, which is churches and religion. Church giving has ah heidtke high degree of correlation with employment, and it is still dealing with the effects of high unemployment and will continue to deal with those effects for at least another year. Individual organizations, apart from churches that rely on many small gifts for many small donors, are still feeling the lasting impact of high unemployment and many of their donors out of work the atlas was giving looks it also at four sources of gifts individuals, corporations, foundations and bequest. In two thousand thirteen, the highest growth came from foundation giving, which was up more than nineteen percent. We believe that this was primarily related to stock performance in each of the last two years, the trailing source of giving was corporate gifts up ten percent. Now i’d like to look ahead two thousand fourteen and talk about the initial forecast for twenty fourteen today we believe that national giving will grow at a much slower pace than two thousand thirteen, so for two thousand fourteen, our initial forecast for the twelve calendar months is that giving will grow for percent. We fully expect that human services, environmental and education sectors will perform better than the average and that church giving will grow, but about it half the pace of national giving growth, please keep in mind that conditions can and do change and that the forecast is updated each month. Also, remember that the reliability of the forecast decreases the further out we look durney. So i would encourage you if you’re interested in keeping track of the forecast to check the monthly forecast that atlas of giving dot com every month one significant affect our event like a nine eleven event or a hurricane, hurricane katrina or a superstorm sandy, we’ll have a major impact on the forecast, so it’s important to keep checking next, i’d like to make four observations about giving from two thousand thirteen individual mega gifts of one hundred million dollars or more accounted for almost one percent of the entire national giving total in two thousand thirteen second, the second observation that we have is that we’re observing that coverage and discussion of the affordable care act. Obama care appears to be having a dampening effect on health e-giving and we are hearing anecdotal stories of people citing obama care as the reason that they’re curtailing their health e-giving ring, we will continue to monitor and report on this observation throughout two thousand fourteen third, we see that there may be a correlation between media coverage and charitable giving response in two thousand thirteen we most noted that give we most noted this in giving to environmental organizations and human needs organizations both have been particularly prominent in news reports and coverage over the last couple of years or since the recession forthe observation is that the hyre payroll taxes that began in two thousand thirteen did not appear to have any significant impact on giving. Now i’d like to talk about four trends that we’ve noted the first, and possibly the most important is that giving two churches is growing at less than half the rate of the fastest growing sectors. Now this is due to two two factors one is is a demographic church attendance and membership is continuing to decline. That’s that’s one reason the second reason is that most churches rely heavily on many small gifts for many small donors and are affected hyre by high unemployment and its after effects for several years. The second trend that we’ve noted is that the growth and donors advice funds is making a significant and positive contribution to giving in the us and his fundamentally changing our charitable giving economy. Third, the popularity of making gifts online continues to grow and improve the efficiency and effectiveness of the giving economy and then lastly, how an organization raises its money and who it raises it from, hasn’t a normal and enormous excuse me impact on fund-raising results to conclude, i’d like you to remember that the atlas of e-giving monthly report is available at no charge at atlas of giving dot com the complete report with the data for today’s announcement is there now, along with the press release for this announcement, also at atlas of giving dot com, we have an inexpensive forecasting tool on the website for less than two hundred dollars, and with answers to six quick, easy questions, any charity or church can immediately get an express custom forecast of giving for your fiscal year like our national forecast. Your express custom forecast is updated monthly for each of the next twelve months. I’d like to thank you for joining us today for this announcement on before i conclude, i’d like to give special a special shout out to tom moran and terran lubin and mutual of america for providing our facilities today. So ah again, thank you for joining us. I’m going to turn it over now to tony martignetti, the host of tony martignetti non-profit radio welcome to giving twenty thirteen non-profit radio is very proud to be co hosting e-giving twenty thirteen, with the atlas of giving many thanks to mutual of america for use of their beautiful thirty fourth floor boardroom. You may see in the background some some snow that’s, our thirty fourth floor view of the coming storm, the stone that’s arrived. We’re very glad that you’re with us on the live stream. If you want to join the conversation on twitter, use the hashtag e-giving twenty thirteen and i’ll see your questions. E-giving e-giving e-giving you’re listening to the talking alternative network, waiting to get a drink. 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You’re listening to the talking alternative network. Oppcoll with me is marshes to panic. She is new media faculty and advisor at new york university’s heimans center for philanthropy on twitter. She’s at caused global ken berger is ceo of charity navigator on twitter he is at ken’s commentary and rob mitchell you remember him on twitter, he’s at philanthropy man or it also looks to me like at philantech roman so if you want to do it at philantech roman, you could do it that way. He has a roman statue to me, it looks like it could be a century. Well, no, not a century general. It could be a roman general he’s i feel pretty pedestrian. I’m just at tony martignetti that’s that’s me on twitter. I’m going to ask rob teo to talk a little more so that we’re all starting with the same background and information. Rob, how does the atlas of giving prepare the review and the forecast? And how does it differ from the blackbaud index and e-giving yusa to the methodology? The atlas of first of all, i think it’s important to talk about why the atlas of giving came into being i spent thirty years as a practitioner in the non-profit fund-raising world and i was always disappointed that there wasn’t something available that had utility for me and benchmarking our results on a timely basis or related to our fiscal year, and there was no forecast available, and as a result of of my experiences a practitioner, i felt like there were there were correlations between charitable giving and certain factors in the economy, demographics and events. And so what we did was put together a team of twenty five phd level researchers and analyst and we examined over seventy different potential variables to determine their correlation with giving that had been public publicly reported over the last forty two years, and what we found was indeed, charitable giving is directly correlated with certain factors in the economy, demographics and events, and in fact, so we’ve built algorithms. The first one we bill tony, was for national giving the national giving figure and that algorithm when we first created it. So it measures the things that correlate to charitable giving and their strength. Give us an example a few examples of what some of those variables are. They range anywhere from stock market values, real estate values, consumer. Confidence too. Believe it or not, auto parts sales heimans okay. Oh, interesting. All right. Eso all econometric reported numbers from government sources at various levels. Yes. Okay. And so what we what what we have is we now have developed an algorithm for each of nine sectors each of four sources, and one for each of all fifty states and the things that are correlated to giving in each sector or different. For example, e-giving toe education has a high degree of correlation to stock values. E-giving two churches has almost no relation to stock market values, so the formulas are different for each of the sectors and each of the source. Okay, and how does this differ from the blackbaud index and giving yusa? Well, you know, not being a complete expert on either of those two things. I do know that the blackbaud index is based largely on i think now almost four thousand organizations that are blackbaud customers that they try, they’re able to track their data. I would say that it’s interesting if you’re a blackbaud customer to be able to see how your results compare against other blackbaud customers. Thie other thing that i think the blackbaud index is invaluable for is its online giving index it’s the only one that is available currently and then in terms of giving yusa the atlas of giving would not exist today had it not been for giving yusa weii, we took forty two years of their data to build our algorithms, and they have served our sector well for more than four decades. And what we’ve done is take it to a different level with a new technology that enables us to measure the velocity and the trajectory of charitable giving in the us. Marshall let’s, let’s, start with you just you know, generally you heard rob’s comments about twenty thirteen, twenty fourteen what your thoughts? Oh, a lot of factors, i think it’s very interesting. Of course, corporate giving is off course stagnant, lots of in-kind giving it again, i think what’s what’s really fascinating and i think it’s it portends more of the same, perhaps in future years is the trajectory of online e-giving i think it’s ah, now a small percentage but it’s it’s. Fascinating to see that technology is not only changing the way we give the changing our organization’s changing what’s. Required to engage donors and kind of turning those traditional fund-raising models kind of on their year online is is still a small proportion of total giving, but growing right quite rapidly, right? And it’s, not just the online it’s it’s what all of that online is doing to the engagement, all the online engagement and the way we run our charities, and and what what’s required of us to get more engagement? More fund-raising can. How about you? What you thought about twenty, thirteen, twenty fourteen? What we heard? Well, i mean, i think it’s a very interesting model and, you know, from our experience the mohr, different perspectives on charitable guy e-giving there are the better there is a posse t i think of different choices, so i’m pleased to see this is an alternative way of looking at at things. The other thing that strikes me right away is the question of what are the metrics and how transparent are they relative to the others that are out there were very big on transparency and there’s attention, i think here because on the one hand, you don’t want to give away your secret sauce. It’s your business. Model, but on the other hand, it’s critically important, i think teo make certain that you disclosed as much as possible so that people can look at it and make those comparisons to know for certain that the twenty five phds and what not or indeed going down the right road. So that would be one question that that i would have in terms of how ah, consumer customer non-profit would have some certainty about the question of the metrics and their transparency. Robbie wanna wanna gironde? I would say, ken, that it’s a great observation when we’ve heard many times before. Bonem and you use the term secret sauce and obviously, is the the formulas or proprietary, but i would also say that we are we’re in search of a collaboration with a major research university with whom we could disclose all of our methodology and all of our all of our results and the database of information that we now have compiled of giving by sector source and state back to nineteen, sixty eight so we would welcome the opportunity of including a an academic collaborative partner. That’s great. Okay, cool. Can rob mentioned? Well, we’re all talking. About over four hundred billion dollars in twenty thirteen. And rob mentioned a bunch of economic factors, the level of unemployment and low inflation from the watchdog perspective. What what else might you think is going on? Well, i think it’s really important to remember on i think the urban institute does some great work in this area, that from what we see, there are three buckets of money that thie non-profits sector relies upon, and this bucket of money, which is private contributions, is the smallest of the three buckets, the overall amount of money that goes into the sectors over a trillion dollars a year. Some say it’s a cz muchas one point five trillion government is estimated to give as much, if not twice a cz much depending on what you statistics you look at and then the biggest bucket of all and it’s very ironic in this world of social entrepreneurship is earned income, and it has been the case for a long time, with in the case of universities and so forth that’s the biggest bucket. So i think one of the trends that we see when you look at the overall picture, which is important to bear in mind, especially for a lot of direct service human-centered sargon is ations that rely predominantly on government money is government is imploding in many ways and, you know, there’s cutbacks going on, so so that is a scary sign. So i hope that you’re right, that the terrible giving is indeed mark it lee increasing because it’s going to need if, if that’s the case, it could at least help to fill some of that void for some of those charities that fit the profile, i think i think that that’s where we i think that’s the biggest trend right now, i think, is that we’re in the middle of dealing with the after effects of the great recession. Some people have observed that typical typically non-profits they sort of they go over the cliff there’s a sort of a delay factor because you have certain contracts and so forth. And i think that there’s it’s still going on for the non-profits and i think that’s that’s a big challenge for them. So that’s, why i really hope that you’re right, andi. I hope that research corroborates that you’re right because it’s going to be more important than ever, i think marcia human services yeah took off considerably from two thousand twelve to two thousand thirteen. And i know you have some thoughts. Well, uh, i think again what we’re seeing i told you, michael closer marchenese cycles it? Yes. Okay, uh, i think what we’re seeing is, you know, the introduction of a lot of free agents. I often say in our curriculum that we are seeing not just the one percent coming to the table, but a huge influx of the ninety nine percent coming to the table, which along with them bring new voices new causes, new ways of doing things and not to stick two heavily toe online. Right now, i think that’s the big opportunity here, i think that’s the big engine of giving in a lot of thie sectors. And so when we talk about human services, when we talk about crisis e-giving so much of this, this new platforms where there’s experimentation being done online and with some new platforms and new mobile e-giving i think these sectors are becoming the beneficiaries of some of that. Oh, and some of these new sources of giving that are being tapped on line, i want to get to ah first question from twitter again, you can join the conversation on twitter, use the hashtag e-giving twenty thirteen and i’ll see your questions. The first one is from lynette singleton at a cg for non-profits and this is for rob. Rob can can non-profits use atlas of giving to help develop their marketing communication plans and if so, how? I would say marketing and communications plans? Yes, also they’re solicitation plans because it’s going to be really exciting for practitioners to now be able to use the information on these forecast to make important decisions about when they would like to send out a direct mail piece when they’d like what’s the best time to schedule a special event? What is the best time to launch a capital? A new capital campaign that that sort of information has never been available before? And it’s a little bit scary? I wouldn’t advocate that any organization take their entire direct mail file based on the forecast and shift it shift a mail drop from from one month tio two four months later, but to test and see that the the the validity of the forecast is indeed correct would, i think, is the most prudent and the best fiduciary responsibility that anyone in a charity can have. All right, another question from stephanie meyers, thank you, stephanie. She would like to hear more about how the internet is changing e-giving and predictions for online e-giving who wants to monisha jump into that? But first of all, what does your your report on your surveys? They predict more of the same with online giving that this will continue to increase? Yes, yes, what can you share from from the way we don’t? We don’t specifically track online giving what we observe is that online giving is growing and part of that is a cannibalization of traditional methods of giving and part of it is really growth because new donors are attracted to the online platform, right? I think the you know, the point that the technology is changing behaviors it’s not just the tools. Ah, one of the big significant things coming out of ah lot of this activity now is thie ability for so many non-profits and charities to show not just tell proof is ah huge not only in marketing activities but engagement. And when you could prove show a video of something, it gets shared twice more often when you can prove with numbers can metrics that online giving an online platforms allow you to have that you didn’t have before it’s easily morris, inexplicably, you can start to prove to donors on amore continuous basis how that money is being spent, where it’s going and deep those non-profits that air using that kind of proof in those metrics, in these numbers, in the context in which we were discussing today ah, doing far better, early research is coming in ah, it’s changing everything, teo also, i think the last point on this is the change is coming because splatter of engagement, the the approach that most non-profits take to engaging donors is being shifted dramatically by the influx of social media and technology. It’s not just a question of taking someone in and then moving them along up the scale of the ladder now it’s worth vortex approach, where people engage in different ways across the life cycle. Oh, and to have those metrics and that online and those technology platforms looks inning to the tips things and forging those patterns. Is going, teo, create those new opportunities for giving. And i have. I have a lot of guests on non-profit radio talking about online engagement, finding donors on potential donors, where they are not where you’d like to engage. Have them engage with you, right. Talking alternative radio twenty four hours a day. Hi, i’m ostomel role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour. Eleven a. M gonna have fun shine the light on all aspects of music and its limitless healing possibilities. 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You may miss our culture and consultant services, a guaranteed to lead toe, right, groat. For your business, call us at nine one seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com dahna. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Can how about, you know, charity navigator? And in terms of the big data, i mean the information that’s available, the what the metrics that non-profits can share just first, just to say, i think the use of the term vortex is a good one, because that one of the strengths of of the internet is, you know, there’s so much information and the possibility for information, but it’s also the opportunity for so much abuse and chaos and and and misinformation and that gets to the question of quality information and the non we think the evidence points to the fact that in the future, as more and more reliance comes to the internet, the charities that will distinguish themselves that are most likely to do the best are those that provide the most quality and meaningful information on what they’re doing, where it stands today. Unfortunately, still the vast majority of non-profits do not publicly report in a meaningful way on their results and their a variety of reasons. It’s understandable for a variety of reasons, is cultural issues, there’s, technology issues and then there’s just capacity issues. But i think that the pressure is increasingly on the charities to move in this direction and it’s best you know, they need to find the good advice and a good assistance to get from where we are today to that point. And, you know, charity navigator is beginning to evaluate are the charities that we look at based upon the quality of how they report the results publicly, and we are finding indeed, that there is a long, long road ahead of us, and but we would really encourage the charities to to bear this in mind that in the future, in a nutshell, you know, the most successful fund-raising nowadays is still very emotionally based and storytelling based. And you, khun, use streaming videos very effectively, and that will always be the case that that’s powerful give you that granular level of understanding of how a charity is helping some people in a meaningful way. But in the future it will be increasingly important that i think it’s even now the future ah, that you need to have a t the end of that story to peel away and say and look here’s data, meaningful data that shows that this story happens every day here is meaningful reporting on our results, it’s not just activities it’s, not just overhead. It’s, not just outputs. It’s meaningful information about riel changing people’s lives called social value outcomes, that sort of thing. We think that more and more that will be the case. And the challenge will be to get the funding from the right funders to be able to build a system, to be able to report that information and that’s the challenge for the charities, i think and that’s again. Why i hope that they’ll be more charitable giving from individuals and other private sources to make that happen. Lots of hope onda future is here. The future is today. Yes, now, ken berger, charity navigator. You heard it here on giving e-giving twenty thirteen. You’re not going to find this kind of stuff anywhere else that you’re you’re in the right place. And if your friends aren’t here, tell him to join because they’re still another twenty nine minutes left. Um, let’s, go to another question about donor advised funds. There was a question dahna advice. Funds did increased considerably from twenty twelve. Twenty thirteen. Rob we heard that. Um let me see what the precise question was. I think it was just about what the aah! How? Donorsearch robin, you want, i’ll be happy to take that well, the growth and donors advised funds, especially in the last three years, has been phenomenal bonem the growth in giving to those funds and the grants that air coming out of those funds to benefit all the non-profits and churches has been very, very significant. And one thing that has been noted by several of the donorsearch advise fund managers is that they’re seeing a trend of people who have small, private family foundation’s moving assets, converting their assets from a foundation into the donor advised funds because it’s ah it’s less expensive to administer and less trouble. And so we expect that that’s going to continue and there’s also a lot of choice because doner can can start a donor advice fund, they don’t have to make a e-giving decision about where their money is going today and ken’s point about accountability. Accountability is on the minds of lots of donors, especially individual donors, and so they have the opportunity then to say, make a gift to their advice fund in one particular tax year and then not make a decision about where the money is going to go. Until later. So it’s it’s a great benefit i want to jump in and say that on this topic of accountability to it’s it’s not just where is your money going and how is it being spent? But also, how are you moving the needle? Why, you know, what have you done for us lately is very much on the minds of donorsearch it’s, not just about dahna where is it going? Oh, and it’s not just the usual prerequisites for what’s required in a report, i think the increased use of multimedia, the increased use of marketing, the trust factor all of these things, we’re seeing very creative non-profits moved the needle on this quite significantly. Charity water is, you know, one of the examples that that has really picked up, at least in marketing and some of the backend metric. Teo recognizing that trust is a huge issue. And basically reconfiguring it’s digital face teo, talk about here’s the proof here’s, here’s, the money stream where’s the money. So to the extent that a lot of non-profit behavior could be influenced by what some of these numbers are showing, they’re listening is doing in early platforms and dahna forums i think that’s, that’s critical. This is such an important segment of dollars that’s going to be coming to the table, please. Just one had one thing on donorsearch vice funds there is now for free, a called a df widget that was developed by a number of the large doner advise funds it’s completely neutral in the sense that a variety of them are using it now, and any charity can get thea widget and put it on their website to ah, expedite getting mohr donor advised funds, donations you, khun goto, fidelity charitable, schwab. Ah, and i think they’re building a number of others on there. So that’s, a free resource that people could get access to on that donor advised funds. Question came from council non-profits council. Glad you with our school. Let’s. Ah, let’s. Talk a little about states. New york. I know from the report was the most charitable state. That may be very ironic to a lot of a lot of people watching, but i don’t it’s not ironic to me. Or probably any of us. Well, maybe maybe for rob. Rob is based in texas, so maybe ironic for him. But new york was the most charitable state. Marcia, you’re at the heimans center, based here in new york at new york city, new york university. What do you think? What you think is impacting new york’s, uh, generosity. It’s, it’s, diversity, it’s it’s. Ah, so trick demographics. Ah ah, latto public private initiatives. Say what you will about from mayor bloomberg. Especially right. Hey, set up a very strong infrastructure. Tio have public private partnerships. He has also is a philanthropist set of standards, a lot of different kinds of giving lots of experimentation in area that i think it kind of sets the culture for this as well. Also to ah, again, you see in flux. And i hate to keep pounding on this, but i cannot underscore the importance of this. Enough. Where you see tech centers ah experimenting in cause giving, setting up new platforms, creating some of that. What you mentioned is the multi trillion dollar economy around the nonprofit sector that’s also adding into so much of what’s happening here. S o we’ve got the business technology business of non-profits we’ve got the influx of new giving, and we’re also seeing very interesting trends with women and philanthropy. Ah, and how ah lot of spending that hadn’t been happening in that sector is starting to time on and why you were going to be having a women’s summit. Look at this she’s pitching for in one go ahead what’s the date goes well, we’ll share the whole thing the girl, the hashtag give it all april twenty eighth um ah, and we will be posting more on that but it’s women giving hashtag women e-giving april twenty eighth and then right it was also the stock market that also helped. Yeah, a minor detail, of course stock market that goes with that saying does help new york city considerably. We have a bunch of questions terrific let’s see robin from a way we can handle this one kind of quickly from non-profit diversity us how khun jobseekers use the atlas of giving can they wow that’s when i’ve never been asked before you hear it first on give e-giving twenty thirteen it’s remarkable the breakthroughs that are coming and giving twenty thirteen i don’t know. I don’t know why everyone’s not here. I see somebody in the building across that is not at their screen there, they’re having coffee, but they’re not the screen, so that person is not benefiting from the wealth of wisdom and questions that are coming and giving twenty thirteen i didn’t go. I have had a feeling that you should think about it. I could be more long winded if is necessary. So i would say the best thing is to look at the trend. For example, if i were a job seeker, i would be looking at i would be looking at jobs in the sectors which are the fastest growing. Currently that would be the human services sector, the environmental sector and the education sector, and i would, uh i’d be more cautious if i were seeking a job in the church of religious sector, and i know that that is tough, because if you’re committed to a life of faith professionally, you’re going to stay in it, but also, you know, the health sector underperformed the national average and it’s something to at least think about take a look at all right dahna another question. I saw chris tuttle asking more show the audience would like me to admonish you that they’re having trouble hearing you. Thankyou okay tend to gesture with your microphone. Oh yeah, so i don’t know. Hold them. Figure out something. There you go. Don’t okay, don’t gesture with your mic, chris asks. Do you think we’ll see a plateau in online giving increases anytime soon? Is that the possible toe perfect? Ah there’s always this cycle with technology that it’s overrated in the beginning, underrated for the long term and the various cycles and generations of backlash is stepping forward, stepping back, stepping forward, trying to figure out how to use it more effectively. And so on so forth, i don’t think we’re going to see a plat plateau of online giving, i think again, the factors are threefold one you have this ninety nine percent coming to the table two you’ve got a fresh supply of ninety nine percent coming to the table thanks to a lot of service learning programs in schools that are helping to expand the culture e-giving from early age is keeping it close. You’ve got a lot of new causes and new startups. Ah lot of silo comes silo crashing between the for-profit for-profit sector in the nonprofit sector in terms of social enterprise is a lot of that stuff gets counted there’s a lot of new activity coming from a lot of places and a lot of it is happening online just can online just just yet two things. One is just a case in point that online giving is just that it’s beginning point charity navigator is a website. We are a charity and all we do is a website. The majority of our giving still comes from people writing checks and sending them to us in the mail. And ah, the critical nature of continuing that form of fund-raising will not end any time soon. So that’s just a a and i think we all agree on that. But just as a cautionary note, i think the other thing is, you know, i i i think it’s really important for us to bear in mind this different types of organization. The one percent of charities in this country that in our estimate get eighty six percent of the funds each year, and the remaining ninety nine percent that get about fourteen percent from our analysis. But i would say it’s, not the ninety nine cents the ninety nine percent that are coming to the table. It’s, about ten to fifteen percent mb or the vast majority of charities in this country are fifty thousand or less, and their capacity on the internet may never be there. But don’t despair. Those males checks from your friends and neighbors will still be very important in this in this future of ours. It’s never in either it’s never an either or scenario. Here, it’s it’s. You know there’s always the cake is always the traditional forms of giving and that’s not going to go away. Nor should it. Of course not. But this cake has a thickening frosting on the top. And ah, it’s, very sweet. And, uh, it will continue to attract ah lot of people who, you know i’m sorry, but five dollars, ten dollars, twenty dollars. Pretty soon it’s real. Money and we’ve seen it over and over and over again in specific campaigns. The challenge will be, of course, tow. How to use these tools more strategically against mission. Just one push back on that. I mean, i agree in concept, but the game in the nonprofit sector has been and remains he or she who does the best marketing winds and that includes the internet and the charities that are most likely to do the miss best marketing are the ones who have the most money, which tends to be the one percent. I do think the internet is beginning to open up a window for some of the sort of mid sized savvy organizations that have some resource is for marketing. But still the basic dynamic of the big charity is winning, and the smaller charity’s not having that capacity losing is there. The hope is that there’s more of a window than their wass, and i agree with you there well in in a void of transparency. Unfortunately, sometimes the pretty package gets the most attention. But i disagree with you that it are increasingly we’re going to see the charities that are not just good. At pretty packages, but the charities that air good through the use of these tools in distinguishing their most influential supporters. Oh, and can use those strategically for not only comprehensive marketing strategies, but integrated fund-raising strategies that are going to be the winners that are going to lead also just real engagement mean a small local charity. The vast majority you said have budgets under annual budget is under fifty thousand dollars what’s the percentage you notes around it’s almost fifty percent of all chairs and have ah, i have a budget under fifty thousand dollars, right? But i mean, i’ve always thought this opens up an enormous opportunity online for, for real, for local engagement, if if you’re fund-raising on ly in your town, even not even all over your state exact, i think i think it creates enormous opportunities strategies that can do this smartly and expense. I want you to be right, and i mean, all of what we’re working on hate can burger no, no, seriously, i want i want that to be right. That’s what we’re working on is to try to get to that point where that is what? That that it’s no. Longer. Here she does. The best marketing winds. It’s. He the charity that has the best results and really helps the most people wins, is where what we’re talking about here. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. 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I just saw this last night on new york tv ah full page ad for radio shack in nineteen ninety one and every item listed on the page a camcorder ah, a cellular phone, a computer, every item listed on the page, if bought separately, would run into the thousands of dollars today in two thousand fourteen, we have every capability of every device listed in nineteen, ninety one in our smartphone, and we treyz he was right networked community is maturing to the point where using those smartphones and connecting people in real time is having a huge impact. We see it every day on small do you have a production studio in your pocket? Look at yelp and distribution, production and distribution. Look at yelp. Oh, and increasingly we’re seeing yelps for non-profits i mean, the point of this is that the locus of power is increasingly thanks to some of this technology moving outside the traditional organizations and so there’s a lot of demand, new demand for accountability that needs to be heard. And, you know, we’ve seen this everything from the common controversy to others, politics aside, the way these things need to be handled is with more engagement from the start, in fact, your donor’s, certain demographic donors. But i’ll argue most donors want to see more accountability, and they want to know that there are answers on the other on the other end and that you couldn’t take less than a day to answer an email. Let’s, go back to some questions, kenny siegler, maybe you khun deal with this one kind of quickly, uh asks, is there any data in the report regarding generational giving? Are you tracking generational giving? We’re not, or or or by gender? Well, we have no gender or age related e-giving information, okay. J angeletti from the angeletti group, do you think the next generation of donors is reaching its prime? And can we start to expect impactful gif ts from them? Yes, he’s referring teo, millennials reaching there, you know, i would say i would say one of the things that you and i can’t define this as a trend, but just an observation is that, and it relates to the to the last questions that we were talking about in terms of engagement and online. Is that the smaller niche? More? Nimble organizations that make good use of technology, i think, have an advantage with the next generation of donors, and they’re there there by nature mohr, accountable and transparent and that’s what the next generation of donor is looking for so much of engagement is, is you think of tom sawyer and non-profits khun b the tom sawyer and get everybody else to paint the fence in terms of leveraging their ask in terms of leveraging volunteer engagement. This is an amplification technology. This is also listening technology, how critical it is to now be ableto listen by setting up these platforms to what donors have to say. So there are this donor relationship management it’s no accident that non-profits are hiring data analysts of their own or getting into you talk about pretty packages info graphic ex things like this to more succinctly say what they’re about distinguished in a tweet oppcoll length of time that’s so what? Why this? Why now? Why us? So what? You know again i think that the technology can be good used for good or ill and the packaging can be meaningful and the packaging khun b junk and the challenges for people to be able to discern the difference and that’s why, i think increasingly groups like charity navigator and others are going to be in a critical role to try to discern what is quality and meaningful information. And what is just pretty packaging of claiming accountability when there isn’t any. So that’s again, why we, you know, i totally agree that we want to get to the right place here, but we need to keep our eyes wide open of the challenges that we’re going to face and those charities out there that aspired to do the right thing you will have. I think you know that challenge of the good and the bad information, and we urge you to try to find the role models out there like charity water, you know, and others that are really on the cutting edge of of trying to promote themselves with that meaningful information. Marshal. Let me askyou charity water. It is mentioned often. Can you name some others? I’m kind of putting you on the spot or core can some others that you think are doing online engagement particularly well. Owe the american red cross the national wildlife federation? Um, traditional organizations born digital organizations as well the iraq and afghanistan veterans of america association setting up a private social network to basically convene vets who have come home and let me ask you same, you know, it’s it’s funny, because i think that what we’re fine, what we’re finding is even the early adopters of really measuring results the most they often are sort of these midsized organizations, they’re not the really large ones and they’re online presence and they’re promoting themselves were so we’re trying to say to them brag show off, you should be proud, and they’re still in the early stages of developing their online presence. So nurse family partnership, smaller groups like roca in boston, harlem, children’s zone, there’s they still have a ways to go even those those that have the most to share really need to get more savvy about how they’re presenting themselves online, and i think we talked about a lot of different things here. We’re talking about engagement of donors, traditional donors and new ones for talking about the quality data like december and analyzed. We’re also talking about outreach and marketing when we all of those to see what’s possible, i can give you a really example. We were recently in conversation with anat, a large, very large, a national organization that is comprised of nine hundred different organizations. They all have. They do not have a single fiscal year. They don’t share a single fiscal year. They don’t share a single database, so their ability to do any amount of planning at an umbrella level is almost non existent. What we hear so often, eh? I edited contribute magazine for many years. And we would hear this. And i know you look into this now so passionately. You know, this lack of standardisation this lack of you know this this proliferation of apples and oranges here. What are we measuring? What? Where is the standard? How much can we really forecast? How much can we really demand in terms of accountability? And how much can we really compare who’s doing one thing well or best? Ah, if there is very little transparency very little that our government demands in terms of disclosure and very few common standard. And i know there’s a lot of movement in the field to get to some kind of common. Set of metrics on and i applaud those efforts, but we’re not there yet, and i’d be interested to hear what you have to say. And then where is this going to go? How close are we getting any closer to having some kind of riel in depths analytical cloud here? You know, we recently signed a letter called the overhead myth letter, and it says a website overhead myth dot com, which basically was a letter to the donors of america that said, you know, overhead should not be the primary focus on the primary focus should be results, but at the same time they’re neat way all think there needs to be a second letter to the non-profits of america that says, hey, we’ve sort of given you some bit of ah wiggle room on overhead, but now the donors have know where to look for the thing we say is most important for them to look for, which is the results and so that that’s why i think the mo mentum and the challenge of this is critical, we’re going to continue to be involved in whatever way we can with all the groups that are working. On this, to try toe dr standards to set standards, to come to consensus on standards for how we go about measuring that’s a great resource called perform well, that’s trying to help with that, for example, and so i rich people to check that out, but we’re still in the early stages of this road and, ah, you know, we really need for there to be more early adopters that really understand that it’s not about the watchdogs, it’s, not about anybody, but we want to meet our mission in the most powerful way, the most effective way we can to help the most people we can. And ultimately maybe you’re not going to see it today, but we believe all the evidence is pointing toward more and more those charities, those non-profits that go down this road ultimately are going to be the most successful fund-raising wise as well as helping people wise. So it’s a win win on every level level if we get there and can i’d like people to know that you were on my show on non-profit radio, along with the other two co signers talking about first time the three of us sat down and been interviewed at the same time around what led to the overhead myth letter and ah, what you think is coming from it. So that show was think that was october or november of last year, i think was october okay and and actually have been to convene ings just this last week. So there’s more and more of a desire amongst some of the leadership groups in the sector to try to push this forward and continue to continue that conversation. And a lot of charities have told us that they’ve been very effectively able to use that letter to educate donors. Tio the what we consider to be the other factors that are equally, if not more important than that. But but non-profit media was first yes, i think yes to first. Quint. Convening that’s. Right. That’s, right. Subsequent is the controlling i promised to share the mic with marcia. I feel like i got emasculated, but but yours was not working so well. So we’re going to share her. We’re going to we’re going to share. I told you i hit ken berger. See, i knew there was a reason i knew was coming. Um and we just have a couple of minutes left. Let’s. See, uh, gene takagi is asking, has giving two non don’t advised. Fundez public charities, uh, jeanne, the lawyer, i’ii organizations that provide direct charitable goods and services grown. Yeah, sure, yeah, absolutely no question about it. Okay, there’s. Another question about donor advised funds. I just recovered that okay? Foundation giving foundation giving grew considerably. Rob wanted just remind us what the foundation giving numbers were condition growth. Do you remember? I don’t remember, okay, but it grew considerably from two thousand twelve to two thousand thirteen was the best performing sector. Okay, our source. Excuse me, sore sore source of giving and there’s a reason for that with the tremendous gains in the stock market and now with increasing real estate values, lots of the assets of foundations air held in the those two places and the way that reporting happens is i think most people are aware of the fact that the foundations are required to give away five percent of their assets each year. Well, it’s not necessarily the assets that are valued in the current year it’s the assets in the previous year and partly in the current year, depending on on when their fiscal year is and when they do, they’re reporting. So there is a lag between the stock market values and what foundation giving is going to that means, twenty fourteen has enormous promise for for charities seeking foundation support if i was twenty thirteen asset values. Increased considerably. Absolutely. If i were still a practitioner and planning my fund-raising strategy for two thousand fourteen, i would be shifting. Resource is into foundation grantmaking opportunities. Marshall, you want to come in, i’ll going to be still the mic. You won’t say anything about the foundation giving up attorneys there. I think we’re also seeing a lot of healthy it’s continuing. Sometimes call some of the major foundations kind of the you know, of course, the gates foundation is the wal mart foundations. I love the influence of having discipline, uh, the non-profit sector. So we’re not seeing a different we still have twenty seven different breast cancer charities in new york. Uh, yeah, you can, because, yeah, so so you know, one of the things that were also seeing is that, again, this gets back to the overhead issue, that there are more and more foundations that are becoming educated to the fact that if they give a charity eight percent overhead, just the infrastructure cost to manage that grant, let alone their operations, is inadequate. And as these foundations are increasingly requiring, reporting on results and not giving what is probably more resource is required infrastructure wise build a performance management system in the charity um but there is encouraging signs that at least some cherry some foundations are beginning to move in that direction of reducing their caps on overhead to the same degree, providing mohr assistance with building performance management so you can measure result but it’s also important that charity’s become their own advocates to educate. And encourage, they’re found the foundation supporters to help them in this regard, and some even bring the overhead letter with them. But it’s really going to be more and more important for the foundation community to step up and to also be early adopters to help the charities to become more focused on their results. Marshall, i’m going to give you the last question, but we only have a couple minutes left. Andi need to wrap up too. So this comes from colorado gives i’d love to understand where the statistics for online giving are coming from and where is the growth? So again, we suffer from a lack of standardization, but they’re in ten has some great statistics non-profits technology network, we have statistics in some research that gnu is starting to do in this area. People find that they will soon. Ah, and we also have some ah, a collective looking at tech soup and other places where these implementations, not to mention, you know, consulting firms and black bods, but you blackbaud all of that. So it’s it’s consistently these results nobody’s arguing with each other in terms of the trajectory nor the nor the growth the pace of the growth is a little arguable, but everybody ah, i haven’t heard anybody say it’s not going to be growing significantly. All right, we’re going to aa. We need to wrap up. My weekly podcast is tony martignetti non-profit radio there’s. Information about it at tony martignetti dot com. If you are viewing the the stream from tony martignetti dot com right below the viewing window there’s on at sign and you can click that and get weekly newsletter alerts. Aboutthe show email, email alerts about the show, thanks to very much thanks to my co host robb mitchell, and the atlas of giving is a real pleasure to do this. Thank you, tony it’s. Been it’s been great. And, of course, we want to again thank mutual america for this beautiful space on the thirty fourth floor at aa on park avenue and marshes to panic. Ken berger, thank you very much for sharing wisdom and thank you for being with us for giving twenty thirteen. The ring didn’t think dick tooting getting dink dink dink. You’re listening to the talking alternative network waiting to get a drink. Cubine are you stuck in your business or career trying to take your business to the next level? And it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of two, one, two, seven, two, one, eight, one, eight, three backs to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Dahna