Nonprofit Radio for April 17, 2023: #23NTC & Building An Inclusive Board Culture

 

Amy Sample Ward#23NTC!

Amy Sample Ward, NTEN CEO

Amy Sample Ward kicks off our coverage of the 2023 Nonprofit Technology Conference, hosted by NTEN. They cover the Conference details, and delve into weighing the benefits and risks of the fast-moving technology, artificial intelligence. They are the CEO of NTEN and our technology and social media contributor.

 

 

Renee Rubin RossBuilding An Inclusive Board Culture

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[00:00:11.08] spk_0:
Hello and welcome to tony-martignetti

[00:00:13.08] spk_1:
non profit radio.

[00:02:02.99] spk_0:
Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. We’re beginning our 23 N TC coverage this week. And, oh, I’m glad you’re with me. I’d have to undergo counter immuno electrophoresis if you opposed me because you missed this week’s show. 23 N T C Amy Sample Ward kicks off our coverage of the 2023 nonprofit technology conference hosted by N 10. They cover the conference details and delve into weighing the benefits and risks of the fast moving technology, artificial intelligence. They are the C E O of N 10 and our technology and social media contributor also building an inclusive board culture. Let us explore the signs and symptoms of your board’s current culture and strategies to be more inclusive and equitable. If that’s something you’re non profit needs to pursue. Let us also dive into how to manage toxic people on your board. Renee Reuben Ross is founder and CEO of the Ross Collective on Tony’s take 2 23 N T C. Thanks. We’re sponsored by Donor box with intuitive fundraising software from donor box, your donors give four times faster helping you help others. Donor box dot org. And I’m sorry, my voice is a little horse because I did spend so much time capturing interviews at 23 N T C. Here is 23 T C with Amy Sample Ward.

[00:03:08.83] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know that it’s the nonprofit technology conference hosted by N 10. This is not our first interview today, but I’m sure that this is going to be the kickoff of nonprofit radio’s coverage of 23 N T C where we and you’ll find out why very shortly where we are sponsored by Heller consulting to technology strategy and implementation for nonprofits. The reason that we’re going to do this interview first of the many 20 to be exact interviews from 23 NTC is because with me now is Amy Sample Ward. You know who they are, the CEO of N 10 and our technology and social media contributor, which makes them the grand imperial wizard and Grand Poobah of the 2023 nonprofit technology conference. Amy Sample Ward. It’s a real pleasure to see you in person. It

[00:03:25.91] spk_2:
is wild to get to see you in person after all this time. I know I, I am touching you and I think I need to update my, my business card. The uh I have a whole string of titles now, I guess

[00:03:28.75] spk_1:
well, to the extent you’re willing to put on your business card.

[00:03:33.04] spk_2:
This was all a

[00:03:43.27] spk_1:
joke. But nobody uses business cards anymore. So I’m not offended. Although there’s this little stack of cards, I’m trying to get rid of. Still some people take them. Yeah, there are some, maybe,

[00:03:45.35] spk_2:
maybe they’re really helpful. Maybe

[00:03:47.33] spk_1:
they’re all boomers. I don’t know. But somebody, somebody’s, there are people who would rather not just scan a code, would rather take a physical card. So I have

[00:03:57.10] spk_2:
actually don’t even have business cards. You don’t, I don’t have business cards no longer if I wanted to

[00:04:06.11] spk_1:
no longer. Okay. That’s fine. Well, then don’t add it to your business card. Um We’re at 23 NTC. Congratulations.

[00:04:11.57] spk_2:
Congratulations happening. We are looking around at a big old hall. There are booths, there are people, there are snacks.

[00:04:21.96] spk_1:
How many people, how many people are here with us in Denver? We

[00:04:30.14] spk_2:
have 1600 people here in Denver. 400. That’s a lot of people online. Four

[00:04:33.31] spk_1:
104 100 virtual 1600 in person. Yes, we’re feeding 1600 people toilet ng for 1600 people. Yes, we have, we

[00:04:43.17] spk_2:
have lounges, we have many parks. We have everything.

[00:04:47.19] spk_1:
Yes, there’s, there’s a quiet room, there’s birds of a feather rooms. There’s yoga. There’s,

[00:05:18.21] spk_2:
did you see the, the everybody yoga out downstairs earlier? It was beautiful. It was like 50 people and it was yoga. You don’t need to have ever done. Yoga before you don’t need experience for everybody. You know, there were folks who were in chairs versus sitting on the floor, you know, and everybody was just doing it all together out in that big foyer downstairs. Yeah. Yeah, it was, it was beautiful

[00:05:23.26] spk_1:
wall of windows.

[00:05:42.24] spk_2:
Yeah. I mean, we can be at a technology conference but I think, you know, we’ve talked about this lots of times whether it’s the NTC or, or just how we think about technology in general. It’s actually not about the technology, right? It’s about people and people being able to meet the needs they have and honoring that those needs are different for different people. You know, like there have to be a lot of different lounges because you maybe want a different lounge that I want, right? Like somebody wants to not be talking. Tony-martignetti wants to be talking, you know, like to

[00:06:08.22] spk_1:
talk. Yes, indeed. Right. So you, yeah, you take care of the whole person, you the NTC collective, the collective. Yes, the collective. Absolutely. Um Today’s keynote. Yeah, I don’t know which of the three I was interviewing

[00:06:13.50] spk_2:
this morning was no ball.

[00:06:15.34] spk_1:
Okay. What was, what was their message?

[00:07:16.99] spk_2:
She had so many different things to talk about. And one thing that I want to call out and that encourage people to maybe think about themselves and go follow, go find she’s written books. She has lots of ways that you can follow her content. But this morning, we talked a lot about technology as a social economic and political practice. It is it is happening, you know, it’s not static, it isn’t just there. These are, these are ways that certain economic issues, classes dynamics are, are, are actively being managed. These tech through technology power, social dynamics are being managed, right? Like those things have been baked in from the beginning. So when we think of and we’ve certainly talked about this before, like bias that gets built into a tool. It isn’t just I like orange and you like blue or something, right? It’s biased that some people will forever be able to better use that tool. It’s bias that some people maybe never access that tool. That um the, the idea that we are in surveillance systems all of the time and we are kind of being told these are utilities, we must all use these tools right there. Their convenience, they’re making our lives better

[00:07:45.95] spk_1:
safety and security are often uh just justifications. Yes.

[00:08:51.14] spk_2:
Yes. And even if, even if it does feel this is this is the point that made this morning, maybe it does feel kind of casually better that the ads you’re getting are things maybe that you actually would consider buying versus something that’s totally unrelated to you that is not worth you. Your data being sold, used, misused and deciding who you are, right? Some of some of our data being sold um and being used by other, other. Well, anyone that isn’t us is deciding, can you get alone? Right? Can you do? Are we even gonna, like, actually believe that you can graduate from college? Are we gonna let you in? Are we gonna hire you for this job? Right. Um, so it isn’t just this like, I think we kind of, um, anim eyes it or make it, make it so generic that it loses a little bit of its harsh reality when we think, oh, the data is out there but whatever, it’s like my purchase history and I like that they recommended a good product, right.

[00:09:05.44] spk_1:
Right.

[00:09:56.03] spk_2:
But, but that same data set is determining if you know, like Sophia said in the UK, banks are looking at social media to decide if they’re going to give you a loan. Does it look like all the people that you’re connected to our, like historically separated from any access to wealth? Well, we’re not going to give you a loan. Well, then that means we’re not using, we’re not predicting anything we are deciding with that technology, right? This isn’t predictive analytics, this is restrictive analytics, right? We’re using this to gate keep and to continue to oppress people. Um And I think a really big part of that conversation too was we everybody here at the NTC and folks that are listening to non profit radio are folks who are both the users impacted by that and organizations in a position to maybe not realize they’re playing a part in that, you know, like, maybe you’re sending all of your users into those tools because it was easier. Or you thought they were already on Facebook or even if it’s not social media, you’re using a certain product and you didn’t realize that

[00:10:23.67] spk_1:
because you didn’t do your due diligence around exactly their privacy rules. Jeez. You gave me chills. I’m getting my synesthesia kicked in and I’m sure it’s not the air conditioning, that’s it. We need to show about this remarkable

[00:10:34.23] spk_2:
this,

[00:10:34.53] spk_1:
right? We could be contributing ourselves, right? Uh innocuous, unknowingly

[00:12:18.15] spk_2:
unknowingly, right? Um And she works um and as a faculty and leading a department at U C L A and brought up an example from the academic world of years ago when there was the tool that was being sold marketed to professors and universities that you could upload all of your students papers into it. And then it would tell you if they had plagiarized from the internet, you know, oh, that’s something else that already exists. And she and her colleagues immediately said, oh, this is not good. This is actually not good. And a lot of other folks like, what do you mean this means like we’re catching the students who were trying to plagiarize. Of course, we all know that means that small successful company got bought by a bigger company who knew what they could do with a big old data set. Right. So what just think if you wrote a paper in college when you’re still trying to, like, figure out your ideas and you’re still learning, like, the paper is meant to be a learning practice. It’s, it’s not meant to be published for the world. And now 15 years later you’re applying for a job and that shows up, you know, as part of your data record. Right. And maybe it has ideas that you fundamentally don’t believe now or even ever, but didn’t really know what you were saying and now you can’t get a job because people see this and say, oh, you wrote this paper. So as organizations, when we think we’re saving time or we think that we’re doing something by, by letting the robots do it so that we ourselves are not subjectively making decisions, right? We might actually be making even harder subjective decisions down the line for those people, right? We might be setting them up into systems where their data and their issues are.

[00:14:14.62] spk_1:
This is so enormously timely with, with all the talk about artificial intelligence, chat, chat GPT. The other ones I can’t name off the top of my head and, and our use our use of them. Look, there was a guest on maybe an hour and a half ago. He said we’re not going to know it was Maureen will be off. I think we’re not, we can’t stop this. It’s like trying to stop the the, the innovation around automobiles, you know, or the phone or trying to stop airlines, airplane, airplane flight, it’s not possible but are smart use of it and, you know, are constrained use of it. So I shared with this another thing you and I, you and Gene and I need to talk about this, the three of us together, informed, informed and, and thoughtful and, you know, I’m concerned about the, the more the likely less the due diligence, but just the thought that goes into it. My concern is that I shared this with Maureen and um the advice, a lot of the advice that I see is use artificial intelligence as a first draft. And then so you’re not, you’re no longer facing the blank page, put a pin, I’ll come back to that in a second and then you put your own tone to it, your own language. That’s exactly my concern. You’re reducing yourself from creative thinker working from a blank blank screen to, to relegate it to copy editor. And I don’t mean to insult any copy editors

[00:14:21.63] spk_2:
very valuable

[00:14:22.73] spk_1:
but not nearly as creative process as looking at a blank screen working from

[00:15:28.53] spk_2:
nothing. I think the really big piece of that is we have seen plenty of evidence. We do not need more evidence to know that what these artificial intelligence tools are providing to us is misinformation. The tool is not only giving us quote unquote facts, right? So it isn’t even that you need to add a copy editing layer. If you were to do that, you would need to go back and actually say, is any of this real like Sophia Sophia said this morning, they had received um you know, that other people in academia are making this point of, you know, oh, this is leveling the playing field, right? Because now folks who maybe aren’t naturally confident or comfortable writing and they communicate better in other ways. Now they could use artificial intelligence to help them get a jump start on the paper and then they edited and you know, whatever, but they have reviewed papers written in this way. All of the footnotes are not real articles, they’re not real books, right? Because artificial intelligence made up a book to reference. So

[00:15:38.17] spk_1:
the footnotes are not

[00:16:02.10] spk_2:
real, right? Because artificial intelligence was told to make a footnote. So it notated words in the format that it learned online is what a footnote looks like, right? So the idea that it is there, I like I like you’re saying, you know, the idea that gets us started and then we go in and like we judge it up. No, I mean, unless you’re using it for the outline structure of, I want an intro paragraph and then I want, you know, but what, what then is left that is viable. We are not helping people get a jump start. We are actively creating more in misinformation in in content.

[00:17:14.98] spk_0:
It’s time for a break. Stop the drop with donor box there. The online donation platform. How many possible donors drop off before they finish making the donation on your website? You can stop that drop and break that cycle with donor boxes. Ultimate donation form you added to your website in minutes. There’s no coding required when you stop the drop, the possible donors become donors. It’s four times faster. Checkout easier payment processing, no setup fees, no monthly fees, no contract required. You’ll be joining over 40,000 us non profits that use donor box, donor box helping you help others at donor box dot org. Now back to 23 N T C.

[00:17:24.69] spk_1:
There’s another layer on top of that because you mentioned the footnote specifically uh linkedin Post someone I I follow a lot on linkedin. He follows me. Um I think I can George Weiner at the whole whale whole whale. Um

[00:17:33.94] spk_2:
Who’s maybe here

[00:17:35.73] spk_1:
is George here, George,

[00:17:37.74] spk_2:
I don’t want to be part of this information, but I think that George might be

[00:18:11.92] spk_1:
here. His concern was he did a search of something that whole whale is very well known for. I guess it was, I think it was S C O basic seo basically. And um he did a search in artificial intelligence. He was using an AI tool for search and it came up with a top result that was taken from Whole Whales resource page or something. And it credited Hole, it did credit Whole Whale. His concern was that the next step would be, it would take from Whole Whales resource page and not credit Whole Whale, right? There was no requirement for it. So in this case, it was a legitimate footnote, but his concern is that it’s gonna be stealing his intellectual property and not crediting him in whole

[00:19:24.95] spk_2:
Whale. Because if you think about what artificial intelligence is doing is like at scale able to read all of the internet, right? We’re not able to read all the internet. It’s reading, not technically all of it, but like, you know, so much more of it than we could read without the kind of human context that we’re able to put on something. I know that on the nonprofit radio website, there are pieces of content where you’ve said, Amy said, quote blah, de blah, de blah, right? I work at N 10. My name is Amy Sample Ward. The idea that artificial intelligence would know to read the next sentence to know that I said the thing when that thing is all that mattered because it was relevant to what it was trying to create. And even if it did create a footnote, it would likely be non profit radio, right? But the radio show doesn’t talk, right? It wouldn’t be crediting you. So it’s already set up to fail.

[00:19:35.14] spk_1:
But even the greater likelihood is that it’s not going to credit anyone. It’s just going to take the it’s going to take the intellectual property,

[00:20:08.19] spk_2:
right? Of course. And so, you know, I think we’re over estimating what it could do and putting human expectations onto artificial intelligence that it can’t and shouldn’t, it doesn’t need to be human, right? But we are we are blurring the lines of what is best for humans to do and what is best for a data crunching tool to do, right? We did talk about things I

[00:20:26.90] spk_1:
feel like I’m drowning, drowning in the ocean that I live across the street from. Look. Um Alright, so we know we need to talk about this again, but I mean, I guess you know what we’re talking about is thoughtful use, but I’m not, I’m not convinced that humans are thoughtful enough to to to to thoughtfully use this wave. That’s the tsunami that that’s gathering such speed that even Elon Musk said, signed something that said, let’s take a six month pause, which

[00:20:45.04] spk_2:
which, which is ridiculous. Well,

[00:20:48.70] spk_1:
but, but the idea that there be a pause and artificial pause in in technological growth is absurd.

[00:20:56.52] spk_2:
So this thing, what we know of is not actually accurate to what has currently been developed that just hasn’t been released.

[00:21:02.62] spk_1:
I don’t know it’s happening nefariously and, and the Washington Post will uncover it in, in six months or something when it’s already too late.

[00:21:13.26] spk_2:
And I think

[00:21:14.47] spk_1:
the point is it’s not stopping and no, we need to be thoughtful, but I’m not, I don’t have a lot of confidence that were thoughtful enough beings to not take advantage of this

[00:23:18.18] spk_2:
about necessarily that were not thoughtful and we need to be more thoughtful. I think what, what I see at least, and here in the community is that folks feel like there wasn’t a choice. This was the only tool that was available and we’re sitting in the middle of a giant exhibit hall, right? With like 100 and 20 people. And there are people in here that do the same things as each other. You know, there’s no other nonprofit radio in here. But, but there are people, you know who do the same thing and the the illusion that we don’t have a choice as individual nonprofit organizations or as individual users of technology is a myth that is being over and over and over told to us so that we don’t go looking right? That we don’t unsubscribe that we don’t opt out that we don’t say no, you cannot have my data, right? Because that’s the say it’s the same story of you need this, this is useful to you. This is improving your life is also and don’t look behind the curtain. There’s nowhere else to go. There’s no one else, you know, because that’s, that’s the power that is the that is that political, social, economic practice that’s happening by technology to keep us as we are, right? And so breaking out of that is not okay. Everybody here has to go make their own tools. That’s not what I’m saying either. Even just knowing that there are options, pushes you into thoughtfulness because now you’re saying, oh, well, how would I decide between these? Let me ask some questions, right? And when we think there’s no choice, we don’t bother asking the questions. We don’t know what they’re gonna do when we sign up for their product. Right? So even just thinking, well, let me like, shop around already sets us up to be so much more mindful of what we’re doing with technology, the decision, the investments we’re making, you know, what products were putting our communities data into, you know,

[00:23:22.21] spk_1:
your consciousness, right?

[00:23:40.59] spk_2:
So I don’t think it’s hard to like turn that to go over that hump. And it’s not like we’re asking everyone to become enlightened on a topic that they’ve never heard about were saying just ask questions. I know that there is more than one option, right? Um And that already gets you moving the power back on to your side, right? They are answering to you now versus you feeling like, well, I just signed up and now now we’re using this tool, you know, you have

[00:24:08.84] spk_1:
options, you have options. NTC is one place to find out what those options are. 10 is thoughtful use of technology and 10 the courses and you can do them for certification for God’s sake. If you need certification diploma, they have them. Uh 24. Yes,

[00:25:07.14] spk_2:
Portland, Oregon. We really thought when we had the NTC in Portland in 2019. Um and we thought, oh, everybody loved it. We just got so much great feedback from the community that the city was fun and accessible, that restaurants were good, you know. Um People had a great time and we’re like, okay, well, we can come back to Portland. Let’s really put this a long time from now and now it will be, you know, we just had Denver and then we’re back in Portland because we had three years of not being on offline. So, yes, back in Portland, everyone on the team is super excited just to be back in a place we’ve been before and it makes all the decisions easier. Um We already have ideas for making it better. So, and, you know, we’re in Denver here, but we’re also online and there are sessions that are only in Denver, their sessions that are only online and then there are sessions that are simultaneously in both places. And let me tell you, we are learning a lot.

[00:25:20.41] spk_1:
There’s a lot of that takes a lot of technology support, especially the, the ones that are here and virtual.

[00:25:31.86] spk_2:
Yes, I would say in person stuff, you know, fine under control, you know, regular snap,

[00:25:36.15] spk_1:
totally

[00:25:54.20] spk_2:
online stuff also totally fine, you know, every once in a while somebody logs in the wrong zoom or, you know, whatever, but that’s fine. It’s the hybrid sessions where we have really asked a lot of technology and technology seems to still be deciding how it feels about us. What does it

[00:25:59.14] spk_1:
look like in those rooms? Can camera, can we see the the audience members who are virtual screen with all of them?

[00:26:35.76] spk_2:
Both places can see, you know, back between and we have and 10 staff person or one of our trained volunteers is a host on both sides so that there’s somebody who’s not the speakers or the attendees themselves trying to say somebody has a question or the questions over here or you know, like those two hosts can talk 1 to 1 and like own their side, right? So we have those two house, we have the actual like zoom and then we have all of the technology that needs to be in the Denver room to make sure that the microphones are sinking in real time to the stream to the video, to everything else.

[00:26:55.46] spk_1:
Yeah.

[00:27:59.56] spk_2:
And honestly, so far, knock on wood, I think we had a snafu this morning where, you know, and it’s like the perfect worst thing to happen. You know, the bad thing that happened was volunteers wanted to make sure that their sessions were great and tried to log in early to set them up early. And so they booted the session that was already happening. So it wasn’t like nobody came or nothing ever happened. You know, the caption ear’s have all been there and it’s the normal caption team we work with who are just so great and consistent. All the volunteers have been early, if not on time, you know. So the pro and then we realized, oh, the problem is that, that volunteer logged in? Oh, that’s why we all got booted. Oh, they were able to figure it out. Send a message to everyone and say if your shift starts at 9 15, we mean 9 15, we do not mean 9 13. Yes. So it wasn’t easy to fix challenge,

[00:28:02.27] spk_1:
conscientious volunteers. Not

[00:28:20.38] spk_2:
so we’re learning a lot about like what prep do the folks on both sides really need to pull that off. Like maybe maybe, you know, Ash and Jeremy and Drew have a session with you in the summer and talk about doing hybrid virtual events and how to make them really successful. You know, people are still doing. I mean so many folks fundraising gala have kept the hybrid piece where they’re like, oh, we could have 100 people at home donating that we didn’t buy food for. Yes, please, you know. Um so I think I think we’re really gonna see hybrid stay around. People are gonna want to keep doing that. Um and you know us, we’re happy to share all of our mistakes so that you can learn from them. Yes.

[00:29:30.55] spk_1:
Alright. Alright. So 24. So I would expect 24 NTC is also going to be a hybrid. It sounds you wouldn’t abandon that. All the learnings. Yeah, all the, all the problems next year, it’ll be 800 virtual. Alright, thank you. All right, we’re looking forward to 20 well, we’re loving 23 NTC here in Denver. Looking forward to next year. You and Gene and I, I think we just picked, identified probably three different subjects that the three of us could spend an hour talking about. I’m glad, you know, I’m glad I’m not the only one who’s concerned, even George wegner kinda, you know, he was more leaning towards, well, the risks aren’t, you know, I don’t, I don’t think that, that, that had great. Yeah, but I, I need George to be more and more thoughtful before he comes down on one side or the other.

[00:29:42.55] spk_2:
And I think that from, from any position

[00:29:44.61] spk_1:
Georges, let me just not put it on George wegner. I need the Georges Georges to be more

[00:30:56.77] spk_2:
thoughtful. I think it’s important to also remember that when we’re thinking of what are those risks, we’re filtering that through. What do I think those risks are? And, and I, or you and who you as the listener, whoever the one asking that question cannot be the one assessing risk for everyone. You have not experienced the same harm that everyone has experienced from tech in Ology. You maybe don’t have the same view of what you need that technology to do so, the idea that any one of us could say, oh, the risks aren’t that bad or these are the definitive list of risks. We just can’t, you know, it’s too dynamic of a constantly changing situation to say that the risks, the risk list stops or that it is or is not too much to care about, right? Because for some folks, there are people who are not online because of these risks, right? They are choosing to not even have access to some of the utilities that we all can benefit from working remotely, having access to education remotely because these risks are too harmful, right? So I just want to caution any of us from saying this is it or this is the view, right? The view is changing every day when all the people in this room release a new version of their product, right? Or by each other and decide to do different things and it’s

[00:31:12.82] spk_1:
also very personal. Yes, it has to be personal, organizational

[00:31:37.77] spk_2:
and that’s the that’s the place from which I want everybody here to take their duty, right? Is that it is personal and you have a duty as an organization to honor that personal level of choice and risk for every community member that you are expecting to give you their data, right? That you’re expecting to trust you. And that that’s kind of an entry point to to that mindfulness around technology is like it’s not yours. It is theirs. And are you allowing them to have choice? Are you allowing folks to decide how much data to give you a knot or what you can do with their data? Like it just opens up a whole five more shows of what we talk about, right?

[00:32:02.44] spk_1:
Alright, good. This is not, this is not there, this is not their last appearance.

[00:32:06.97] spk_2:
Let’s talk about Jean about the legal piece of that too, right? Because there’s a social conscience of what you do with your community members, data and there’s actual legal.

[00:32:46.00] spk_1:
We will, we will. All right, Amy Sample Ward, the C E O of N 10 grand high exalted mystic ruler of 23 NTC. Um I was surprised to see them walking on the street today. I thought I’d see them in a chauffeured limousine. You bring 1600 people in the city of Denver. I thought you get the penthouse suite concierge Bellman. Okay. Thank you very much. So. Good to see you. Thank you and thank you for being with our 23 NTC coverage where we are sponsored by Heller consulting, sharing the booth with us doing technology strategy and implementation for nonprofits. Thank you.

[00:33:04.34] spk_0:
It’s time for Tony’s take two first. I need to thank Heller consulting. So thank you Heller consulting for your sponsorship of tony-martignetti non profit radio at the 2023 nonprofit technology conference.

[00:33:21.78] spk_1:
Very

[00:34:52.37] spk_0:
grateful that we shared a large booth together that I was able to make lots of interviews to Heller after each interview, bringing folks over to meet the Heller team that was Kaya and Paige and Jet. And I also met the CEO Keith Heller. Uh Thank you. Thank you. Hello, consulting for partnering with me, sponsoring nonprofit radio at the 23 N T C. Thanks so much. Thanks to the listeners who came by, but a bunch of folks come over say, oh, you’re the, you that radio got, you know, the nonprofit radio guy, one guy said in the bathroom. But in any case, I got a chance to meet lots of listeners. So that’s very gratifying. Thank you to those folks came over. I’m not gonna name who came over in the men’s room. We’ll just leave that uh to lay right there. But thanks listeners who, who joined us at 23 N T C and thank U N 10 N 10 supporting nonprofit radio. I’m grateful for our partnership. Thank you to the team at N 10. Congratulations to the staff for a successful fun valuable conference. My thanks, my congratulations out to end 10. That is Tony’s take two. We’ve got boo koo, but loads more time here is building an inclusive board culture.

[00:35:28.60] spk_1:
Welcome to tony-martignetti, non profit radio coverage of 23 N T C. The 2023 nonprofit technology conference were at the Colorado Convention Center in Denver, Colorado where we are sponsored by Heller consulting technology strategy. And implementation for nonprofits with me now is Renee Reuben Ross. She is founder and CEO of the Ross Collective. Renee Reuben Ross. Welcome to nonprofit radio.

[00:35:35.60] spk_3:
Thanks so much. Great to be here.

[00:35:39.78] spk_1:
Absolute pleasure to have you. Your topic is building an inclusive culture on nonprofit boards. Right. Right. I think I have some sense, but I’m gonna let you articulate because you’ll do it better. Why we need this session?

[00:36:51.10] spk_3:
Oh, wow. Well, so many things. But, um, I think that I do a lot of different things. I do strategic planning and board development facilitation. And I also teach board development at Cal State University, East Bay. And so I’ve had so many, I identify as a white person and consultant. I’ve had so many people come up to me who are on board saying, wow, we are really struggling to build a positive culture and what do we need to do? How can we make things different? And I mean, I would say people of all different racial backgrounds, people who are, you know, people who might just be joining the board, who don’t know what’s going on. And so in, in, in having these conversations, I’ve developed a way of thinking about all right, what are some practices that support boards to do better work? Because I think that many of us, you probably know someone who’s joy. You know, it seems like everybody else knows what’s going on here and I’m trying to catch up, but I just don’t feel like I’m part of this and that might be around information. It might be around the culture in terms of racial equity, it might be around relationships. So, really thinking about what are some great practices that boards can keep in mind gender equity as well

[00:37:18.08] spk_1:
as a board. And there are two women and one’s a woman of color and, and we, you know, we feel minimized. Yes, I’ve heard things like, you know, we feel patronized, minimized. All the power is in the middle aged white guys.

[00:37:45.07] spk_3:
I start with the assumption that we all that we each have something to contribute. And going back to this idea of equity that the people who are closest to the problem should be weighing in on the solutions so that we really need to do consciously design boards and organizations in a way where all voices are heard and affirmed. And that that’s a good thing. That’s not, that’s not anybody losing anything that’s actually all of us getting to do better work that supports everybody. Yeah,

[00:38:01.01] spk_1:
the zero sum game where, well, if, if she has a voice than I’m losing that much of mine. But it’s, it’s, it’s, it’s

[00:38:12.05] spk_3:
ludicrous. Right. Right.

[00:38:12.78] spk_1:
Power is, power is infinite. Power, infinite. So you’ve got some signs and symptoms, indicators of, of what your current culture

[00:39:55.78] spk_3:
is. Right. Well, I am going to have a story that I’m going to share stories. So I was on a board and I had a colleague who came and joined that board. And at the beginning, she was pretty quiet. But then over time, what happened, which I had not expected was she started to come to the board meetings and there was always something bothering her and she was really angry and she, she became sadly this, this angry person in our meetings. And I didn’t expect this. She was someone that I knew she had some good things to contribute. But I started to think about what can I do? And I know that many of my students, many of the clients that I work with have the same issue which we’re going to talk about tomorrow in my session, which is what do you do about somebody who, who has, what do you do about somebody who has become a toxic board member? And so I suggested this kind of, this is really what happens. This is not like, oh, we’ve never met this person before. Usually people who come on board, somebody knows them ahead of time. But what ended up happening was I did my, I did my checklist, which is our, the board procedures. Good. Yes. Are we generally building positive relationships? Yes. Are we honoring equity and listening to all voices? Yes. And then it was like, what I ended up doing was counseling Micah colleague off the board. And I just said to her, you know what I’ve noticed is, it doesn’t seem like it makes you happy to be on this

[00:40:03.54] spk_1:
board. She probably realized it herself.

[00:40:21.46] spk_3:
She realized it herself. I’m somebody who’s not afraid to have the tough conversations. I wasn’t, I wasn’t angry with her. I was stating the truth in a courageous way and it got her to reflect on her participation and to leave the board. What

[00:40:23.47] spk_1:
do you think? Was, was there anything having to do with the, with the organization? Was it was, it was, it was some

[00:40:47.30] spk_3:
other things that were going on. And so many of us have a lot of things that are happening in our homes and with our families that maybe we are bringing to board meetings, right? So it’s really a matter of how can board members act courageous and proactively so that the board so that everybody feels, everybody feels like, wow, when I come to this meeting, things are going in a positive direction because what I’ve heard about boards these days is people really need to feel like their time is worthwhile and if they don’t, they want to do something else, especially now in this post pandemic time, my time is really valuable.

[00:41:13.58] spk_1:
Take off your three little three questions that you ask.

[00:41:16.68] spk_3:
Right. So, so I, so I have this framework that I share with my students, with my clients and my blog. It’s all about, are you utilizing formal practices? So that the first one is formal practices, goals agendas, agreements, term limits. We could just have a

[00:41:34.43] spk_1:
whole bylaws,

[00:41:39.98] spk_3:
bylaws, right? And, and I have, I have encountered or that will say, oh, no, we don’t have term limits. We have people on our board have been here for 20 years. You need to tighten that up. That is not responsible.

[00:41:51.17] spk_1:
You’re saying, I notice you’re saying not just have procedures. Are you following the bylaws may have two consecutive three year terms as the max and you’ve got this 20 year board member. So great,

[00:43:25.55] spk_3:
you got to enforce this and have a way of being in conversation. So first of all, for good, good meeting agendas that are aligned with the goals of the organization. Second of all informal procedures and this is really the relationship building peace. And I think that in these days, if anything, people want more than ever to feel that they feel connected to other board members, they feel a sense of belonging on the board that there’s compassion understanding that, you know, that it isn’t just get the work done, but they’re really that there’s some sort of positive team feeling. And I will say that I share this on a podcast on a webinar and someone said, well, how much does it cost to build? It doesn’t we’re talking a Starbucks coffee. Yes, presence, right? So, so first, so formal practices, informal practice and informal practices given attention, given, given attention really accounting for the fact that people process information differently, learn differently. That’s another informal practice that can really support good, good culture and good

[00:43:33.49] spk_1:
meetings on this, on this one before we move to the third, can other social events for the board which don’t have to be expensive. The person who’s concerned about spending too much money, you can, you can bring everybody into witness, witness some of the work you’re doing if you have that type of work.

[00:45:15.15] spk_3:
But you know what you just is, there was a board that I was invited to join and they said we want to have, we want to have, we’re having all of our meetings at seven a.m. And I was like, I know that I’m a working parent that’s seven a.m. is a horrible time for me. And, and so it is also a matter of being aware of how are, how, how can these practices of, of the board be as inclusive as possible. Um So, so then, and then going on to equity and the reason that so, and I define equity as being committed to shifting systems and sharing power as we talked about before. And the reason that I mentioned equity is that sometimes and I do some work as part of a cross race team where I’m leading along with my colleague, Crystal Cherry. We lead conversations for, for mostly historically white boards around racial equity. Sometimes there is the one person who one person who may be black or who may have something really, really important to say. And that person, even if it’s one person, that person needs to be hurt. Uh And so there’s some, some stepping back that needs to happen on behalf of, you know, by white people sometimes and some real perspective taking to focus more on equity

[00:45:16.30] spk_1:
sharing, power sharing. Uh

[00:45:32.37] spk_3:
And, and this is, we’re all on a learning journey, but it’s like start the journey, the train is going and, and again, if you, when we leave these conversations, we talk a lot about how does this align with the mission of the organization? So we had an arts organization that had their location in a primarily white neighborhood. Um Alright, how do you, what are you going to do in terms of outreach? Given that 45% of your city are people of color. You are not serving the mission to serve the whole community

[00:45:53.92] spk_1:
perceived in the community as a white elitist organization. So you’re not, you’re not attracting new supporters of any type volunteers, donors, board members, whatever is really

[00:46:04.04] spk_3:
about how does this work of um shifting systems of listening to more perspectives, deepen and strengthen the work of the organization?

[00:46:16.29] spk_1:
Anything else on the on the culture? Before we talk about dealing with your toxic person personages?

[00:46:26.56] spk_3:
I think that what I would say is I when I do this work, I encourage, I’m sure you do the same kind of thing. The first step is really assessment. How are you doing right now? And so as people are listening, I would say, put your podcast on pause for a second.

[00:46:52.19] spk_1:
Okay, come back. So, so,

[00:47:17.83] spk_3:
so, and, and these are questions for, for not just for one person, for the whole board. Um I will say that, that we had, we did one conversation with a potential client and it was this man, white man. And we said to him, well, are you building belonging on your board? And, and he said, of course, I am so and we said, well, how do you know? He’s like, well, I’ve asked my three best friends and they all feel a sense of belonging, you know, it’s like, okay, you got to go beyond beyond who you hear from. And maybe that means you survey your whole board or do you have a consultant come in and do interviews, whatever the way that you’re, you’re gathering data, you need to be more comprehensive in, in your learning and perspective taking.

[00:47:44.26] spk_1:
Can we go to toxic, toxic folks had to deal with? I mean, you had a good sample of a good story about your friend, your friend did the board experience.

[00:48:50.06] spk_3:
She’s still my friend because I spoke in a caring way. I wasn’t angry with her. I can see I do that. This is how I approach any kind of service or work, you know, and the same thing that I um that I would suggest for clients, positive or negative. In her case, there was she was having more of a negative experience. So it wasn’t the right fit for her. Other times, sometimes the situation comes up where somebody is on the board, they had a really strong relationship with the previous executive director with the previous staff. And then those people have left, the organization is going in a new direction and this person’s really frustrated. That is a pretty common scenario, right? And so what do you do? It’s up to the new leadership to say yes, we affirm the direction that we’re taking. We’re, we’re sorry that you, that you are not with us, but we are going forward. That’s okay. Again, it’s sometimes leaders, some of the leaders that I meet need just more courage to take this kind of action.

[00:49:10.61] spk_1:
Yeah, other other advice about approaching someone who’s, who’s toxic on a board.

[00:49:17.22] spk_3:
I think that’s just

[00:49:27.99] spk_1:
straightforward factual, you know, conversation. What about, what about in the moment in the, in the, in the heat of a meeting? Someone is dominating the conversation or, or just belittling someone else’s idea? That’s a good, that’s a better example, belittling someone else’s ideas were in the board meeting right now. Thank you for

[00:49:56.99] spk_3:
that. So, some of the practices that I do. So, one of the things that I do when I lead a meeting, I always use meeting agreements and meeting agreements are how it takes a minute or two. How do we want to be together? I have a list of meeting agreements around listening to one another. Curiosity respect

[00:50:03.32] spk_1:
before you joined the board meeting, at

[00:50:06.02] spk_3:
the beginning of each meeting for a minute. And then, and then it’s a matter of depending on how the meeting that helps frame

[00:50:14.81] spk_1:
things. How do we,

[00:50:55.00] spk_3:
is there anything you need to add? Um But I do think that this is where this is where some of this goes back to the framework that I’m a before. Because if, if there is, you want to start with a good agenda and you want, and it is possible to say, all right, well, we’ve been talking about this for 30 minutes. We said we would talk about it for 15. We’re going to cut it off here because we have other things that we need to accomplish and we’re gonna need to talk about this in committee. But so two different things. So one is if somebody is sort of going off, you can use some of those kinds of moves. But then the next part of it is is if someone is belittling somebody, I think that goes back to how do we want to be together and

[00:51:03.86] spk_1:
remind them of what we all agree half an hour

[00:51:06.90] spk_3:
ago and, and have maybe it’s the board president, maybe it’s executive director again, going back to that person. It should be the

[00:51:13.84] spk_1:
board chair in the, in the heat. Of the men in the heat of the meeting. It should be the board chair. It’s their job to run the job to run the meeting.

[00:51:24.00] spk_3:
But it may be that, that person, you want to talk to that person offline, find out what’s

[00:51:27.98] spk_1:
going on. But I’m putting you right in the, in the battle right now. We got to defuse the situation right now because someone is feeling someone has been hurt and, and minimized and someone else’s trotting over them. I think I would like, what do we all agree at the beginning of the meeting? This is not appropriate

[00:51:53.00] spk_3:
and I would go and what I would do would be to go back to them. Like I went back to my colleague and just said, you seem really angry in these meetings were all trying. We’re all working to get more meals to seniors what’s going on. You know, this is really a little bit beyond hear what they have to say and then see what the next step for them is. But, but really, but really again, courage, directness and, and I want to say, protecting everybody in the meeting by, by keeping a safe and caring environment.

[00:52:23.02] spk_1:
It’s also gonna depend on how the person reacts. I think in that moment with apology, you know, I’m I’m sorry, I got carried away versus

[00:52:34.27] spk_3:
okay. Fine. Yeah, that’s true. You’re right, you’re right.

[00:52:36.24] spk_1:
But this possible responses in between those but you know, apology a public apology in the moment goes a long way.

[00:54:03.20] spk_3:
Right. I had, I had another person who reached out to me and said, you know, we have one person who’s hijacking our meetings and he just won’t stop. And so then that was where I went back to my framework. And all right, do you have term limits? Do you have a structured agenda? Do you know what the purpose of these meetings is? I’ll use your checklist to have that structure. Have you talked with other board members to get clarity on what you want and how, how you want to be together and once you can get that, oh and adding the equity piece, are you, can you confirm that this person doesn’t have a perspective that are you sure that this person doesn’t have a perspective that needs to be listened to because I don’t want to, I don’t want to take that off the table. It may be that, that they do. In this case, the person did not. And when, when I talked to this client, it gave her the permission to say, alright, we understand that you want to do blah, blah, blah, but the nine of us don’t. And so we’re going forward over here and it seems like maybe this board isn’t right for you anymore. That’s okay. And that actually kept, it’s that it’s that 2020% of the people or 5% of the people taking up, you know, so much of your time and, and then the board got back on track through that. Okay.

[00:54:05.24] spk_1:
Um What else? What else? We’ve only spent like 20 minutes together? What else are you going to share with folks tomorrow that we haven’t talked

[00:54:12.14] spk_3:
about yet? Yeah, I think that. So I just, this is my first NTC to see how it is. I would say that, that, that

[00:54:23.47] spk_1:
congratulations on being selected as a speaker community, the community voted and chose you.

[00:55:55.14] spk_3:
It’s exciting. Um What I’m trying to do now is create a lot of spaciousness in the meetings that I lead in these presentations. And by spaciousness, I mean, spaciousness, interactivity you’re really giving because people more than ever want to talk, want to have the opportunity to talk. So how I’m, how I lead this conversation, so how I recommend board members should lead these conversations really to say we want to hear from you, we want time for us to talk it through and sometimes there may not be enough time in um in the meetings themselves that may mean that you need to go off and you know, have committee meetings so that you can be more expansive in exploring a certain topic. But really understanding that with everything going on in the world, people are holding a lot and there is a need for more processing of all of this and that needs to go into the design and to just come into you don’t want to come into a room and say, let’s, we’re just getting down to work. It’s really the opposite of that. It’s really what’s here in the room right now. Um, I, I have, there’s a book called Permission To Feel by Marc Brackett. Don’t know if you’ve ever heard of it. And there’s an app to that and it’s really about how you’re feeling right now and it’s such a simple question, but just to say as a check in with your board members, how are you feeling right now? And again, it doesn’t cost very much, but it’s a way to say we’re all here together. But what do you need to leave behind? So you can be here in the room and that creates a lot better work.

[00:56:25.24] spk_1:
You’re promising the folks who attend tomorrow that you’ll, you’ll leave them with a take away the next the next step, next step for building a healthier board. How do you help them identify that next step?

[00:57:33.26] spk_3:
So my, my theory of learning is what you care about. What you embrace. What you notice is what you’re going to start working on. So the reason that I am handing them my hand out with the Venn diagram of these three areas and sorry, I’m being technical, formal practices, informal practices, equity is because I, I don’t, I want each person in the room to reflect on what is working and, and what they want to do next. And to commit to something, right? Something that they want to change in the organization. And it might just be, um, I’m gonna go back to my board and I’m gonna share this with them and we’re gonna have, uh, you know, group conversation about this understanding that we are doing really well in terms of informal practices because we all get along really well. But we actually, we don’t have term limits and that’s hurting us because we’re not getting new people involved with our organization. So a

[00:57:39.50] spk_1:
lot of his internalized what you believe should be a next step where you believe you should work first.

[00:58:17.40] spk_3:
I have a longtime background in education, doctorate in education and studied adult education. Truly believe that we are building our own knowledge and motivation from what we care about and boards are too. What are you giving your attention to? So give my goal for the session is that people give their attention to these three different areas and think. Okay, I’m going to share many practices, but which ones do you need to pay more attention to? Yeah. Okay. Yeah. Can we leave it there? What do you think? Sure. Feel good.

[00:58:20.02] spk_1:
Yeah. Alright. You know, feeling like there’s something else we didn’t talk about. He didn’t ask me.

[00:58:46.44] spk_3:
Um I think we’re, I think we’re good. It’s really exciting to, you know, it’s really, I’m very curious about who’s going to come to this session and the challenges they’re bringing and I was, it’s very energizing to see okay room full of people, most of them I haven’t met before. And what will they, you know, what questions do they have about this and what, what’s working for them most? And where do they find, where do they feel like they need to do more fine tuning? What are you excited

[00:58:57.59] spk_1:
about that? What drew you to the nonprofit technology conference? This is your first one, but you’ve obviously been working with nonprofits a long time. What brought you to an NTC?

[00:59:07.30] spk_3:
I was, I was interested in, you know, in meeting all kinds of people and connecting and, you know, learning about some of the ideas that are out there and how this conference works. You

[00:59:17.40] spk_1:
just have never heard of it

[00:59:34.55] spk_3:
before. I have heard of it before. Yeah. And I mean, what I’ve noticed in my work is I have a lot of referral partners who are fundraising consultants who are sending me work and I’m sending them work and I’m guessing that I’ll connect with some new people, you know, who could be potential referral partners. So, yeah, you know, it’s funny because I did have a friend who said, wait, your, your facilitator, why are you going to the technology conference? But I was like, well, there’s a leadership track and so it’s not

[00:59:48.62] spk_1:
only for technical techies I T directors, we all know

[00:59:52.41] spk_3:
that. Right. Right. Right.

[01:00:02.14] spk_1:
Great, Renee Ruben. My pleasure. Thanks for Thanks for sharing a Reuben Ross founder and CEO at the Ross Collective. Thank you for being with tony-martignetti non profit radio coverage of 23 N T C where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Thanks for being my pleasure, Renee. Thank you. You’re welcome. And thank you

[01:01:16.37] spk_0:
next week. Technology Governance for Accidental Taxis as as accidental taxis, technology governance for accidental techies. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. I’m not sure you’d want to do that though. Actually, this week were sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. I’m sure my voice will sound better. Next week, our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for April 10, 2023: The High Growth Nonprofit

 

Matt ScottThe High Growth Nonprofit

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[00:01:19.31] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. I’m your Aptly named host of your favorite abdominal podcast. And oh, I’m glad you’re with me. I’d get slapped with a diagnosis of gero morph. Um Is um if you made me lose my mind because you missed this week’s show The high growth non profit Matt Scott returns to talk us through his new book, the high growth non profit he urges you to shed the 5% growth mindset and planned for exponential growth with your rapid growth plan. Matt is CEO of Cosmic On Tony’s take 2:23 NTC shows coming. We’re sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is the high growth non profit It’s my pleasure

[00:01:54.73] spk_1:
to welcome back, Matt Scott to non profit radio He is CEO and co founder of Cosmic A Portland Oregon based consultancy, helping nonprofits leverage best in class for profit methods to grow their organizations before cosmic. He was a fundraising leader on the inside of numerous young and fast nonprofits One of which he helped take from $275,000 to $51 million dollars in seven years. We’ll be talking about that one. He’s the author of the book, The

[00:01:56.66] spk_0:
High Growth non profit Proven steps

[00:02:14.23] spk_1:
to quickly double your revenue and drive impact. The company is at cosmic dot com and Matt’s book is at cosmic dot com slash book. Matt Scott. Welcome back to the nonprofit radio

[00:02:17.02] spk_2:
Thank you for having me saw this on the calendar and was feeling pretty stoked about

[00:02:21.16] spk_1:
it. Thank you. Oh, you just look five minutes ago like you haven’t been anticipating it for the past month.

[00:02:26.62] spk_2:
I absolutely looked last night and was okay.

[00:02:30.26] spk_1:
Alright. I’ll accept 12 hours of excitement is, is terrific. Thank you. Congratulations. Congratulations on the book, the high growth, non profit

[00:02:42.82] spk_2:
Thank you. Yeah, I think uh if any of your, if any of your listeners have ever have ever written a book, they will probably relate. It took me twice as long as I thought it would to

[00:02:54.74] spk_1:
write. Yes, I’ve heard that numerous times. Right. All right. But it’s done. Congratulations.

[00:03:00.58] spk_2:
Thank you.

[00:03:04.07] spk_1:
Let’s talk with, with a 30,000 ft view. You, you reference different uh degrees of views in the book and one of them is 30,000 ft. What, what’s a high growth? Non profit

[00:03:42.37] spk_2:
I think a high growth, non profit is an organization that is looking to go beyond incremental growth. Um, an organization that’s looking to double their revenue and impact Over the next 2-3 years. Um and it’s an organization. Yeah, that’s that’s willing to take bold calculated risk and also follow some some process and systems to get there. Um Yeah, it’s an organization ready to invest in growth.

[00:04:06.79] spk_1:
Okay. That’s audacious doubling in 2-3 years, growth revenue and impact. Alright, so one of the early chapters makes it clear that if we’re gonna achieve high growth, we need to outgrow Our 5% mindset. Yeah, help us through.

[00:04:17.67] spk_2:
Yeah, this is, this is my favorite exercise or tip or uh out you know, just learning from the book um because it’s worked time and time again. Big small, it scales at every size organization. It’s quite simple. It’s most organizations especially fundraisers are guilty of this. They set these really low revenue targets and then they like to wildly exceed them. Um At least that’s what I do know that was a frontline fundraiser um but

[00:04:39.75] spk_1:
really classic uh under under over, perform under

[00:05:52.32] spk_2:
undersell over. Yeah. Yeah, exactly. So outgoing the 5% growth mindset is this idea that most organizations look to grow, say 5 10 15% you know, and the reality is you don’t actually have to do anything differently in order to grow that incremental growth. You just have to do what you’re currently doing and do it a little bit better. And so what we encourage folks to do is to kind of gather around a whiteboard with their team and say, answer this question, what if we had no choice but to double our revenue with half the resources over the next three years, what would we do? And it’s awesome because in a resource constrained environment, you’re forced to uh get creative innovation comes to life and you’re forced to ruthlessly prioritize. And that’s usually how you can begin to set a path towards exponential growth. Um And we’ve, we’ve seen this, we’ve seen this work at lots of clients and I think it’s something that uh that is an easy thing for a leader to do.

[00:06:01.45] spk_1:
And in addition to having an audacious growth goal mindset, you need to have a plan for achieving audacious goals, which is what to me, this is what the book is all about. It’s not enough to just be audacious in goal setting. We need to have a method of getting there that’s going to be different than what we’ve been doing.

[00:06:20.66] spk_2:
Yeah, exactly. I, I could, I could say I would like to be £50 lighter by my birthday. But if I don’t actually have any plan to, you know, to replace, uh to, to drink green tea and eat more vegetables, I probably am not going to get there.

[00:06:42.53] spk_1:
I love the idea of exponential exponential growth. Let’s talk about the North Star and why don’t you talk about the North Star? What’s our North Star?

[00:07:04.73] spk_2:
Yeah, I think what’s, what comes to mind for me is, is unlike a mission statement, a North Star is sort of this, this guiding light for your organization. It’s more about the why. Um And you know, the analogy kind of comes to mind like as you’re a kid and you’re exploring and you know, or any explorer really. And the thought is that this North Star can kind of take you in a certain direction, It can always guide you and point you there. And it’s something that when I was at Team Rubicon nonprofit that, that, that re purposes the skills of military veterans to, to assist folks who have been affected by disaster. Um

[00:07:26.80] spk_1:
That’s the organization that you grew referred to in your bio.

[00:07:31.76] spk_2:
Yeah, exactly. I was a part of, uh, I was a part of our rapid growth there and in fundraising and, uh, there was a lot of people involved in that but, but the organization was ran by, um, this guy named Jake Wood, a former marine. Uh, if there’s any marines listening, I apologize. There’s no such thing as a former marine, a marine, I should say.

[00:07:53.23] spk_1:
Yeah. Exactly. Yeah.

[00:08:39.45] spk_2:
Yeah, exactly. Exactly. I hope I still make his Christmas card list, um, for making that error. But, yeah, Jake pounded the North Star in our head to be the best disaster relief organization in the world. And we were really encouraged to take these bold calculated risk and it was, it was that guiding star to say, hey, when we’re, when we’re at a decision point, when we’re trying to figure out what to do, look to that North star and say, is this going to get us closer there? Is it gonna guide us towards that direction? And I think it’s important for an organization or a leader to set the organization’s North Star and to communicate that frequently. So, you know, that cosmic, we were laser focused on helping uh fully fund every nonprofit organization. Um That’s a pretty big bold audacious thing. It’s like being the best disaster response or in the world. And throughout the journey to get there, you’re gonna, you know, you’re gonna have all these decision points and it helps you, I think filter through them.

[00:09:07.47] spk_1:
I like that. The book is filled with examples of basically you, you’re walking your walk, you use a lot of examples from, from cosmic,

[00:10:22.84] spk_2:
yeah, from cosmic, from clients like um honestly, the book is filled with, with just as many lessons that were learned from trying something and it not working. But one of our cultural principles is success is not final and another one is the future belongs to the curious. And I think the combination of those two things are what, what allows an organization to try, try new approaches. But then when something works well to examine it, to look at it, understand why it worked or why it didn’t work and what’s still missing about it and to refine it. And so I try to share examples from our experience um because I’m so goal oriented and sometimes I share with, with Bobby, someone was like my thought partner, my operational partner here at Cosmic, just, just the other day I shared with her was like, gosh, you know, uh I was like, I wish we were growing faster. And she said, Matt, we more than doubled, you know, last year ourselves. And we helped 22 clients double at the same time. Like, let’s take a breath and like, look at what, what worked and what didn’t and what we accomplished. And I think that, that, that, that’s what I tried to include in the book was the stories from those lessons learned. And I hope, I hope it comes through.

[00:10:30.12] spk_1:
It does, it does true to your uh walking your talk. I said you, I said you walk your walk, you walk your talk. True to walking your talk. Uh your North Star. One of them is to fully fund every nonprofit, you know, you do know there’s about a million and a half of them, right?

[00:10:52.72] spk_2:
Yeah, there’s, there’s far too many probably to realistically reach. And I gotta be honest, like we’ve refined that over the years to be those that align with our values. Like I actually, I hope that there’s certain organizations that don’t have access to my book and don’t actually put to use these practices

[00:11:27.25] spk_1:
but you’re scaling back scaling down a little bit. Alright. That’s that’s perfectly reasonable with the universe of a million and a half or more but true to your North Star, you are giving this book away books just go to cosmic dot com slash book and give a name and an address and you’ll ship the book for free.

[00:11:33.51] spk_2:
Yeah,

[00:11:35.22] spk_1:
I’m not gonna ask why you’re doing that because it’s your it’s your North Star. That’s why.

[00:12:11.19] spk_2:
Yeah, exactly. I think um yeah, we give away free strategy calls to and I’m gonna be honest, like a lot of the calls are folks that aren’t necessarily in the right mindset or in the right place to benefit from the approach that we take. But we still want to help them. So we’ve developed a free curriculum. Like we’ve, you know, I just wanted to capture some of the lessons that I’ve learned and so many, I’ve gotten so much free advice over the years, um that I’m so grateful for that. We wanted to put some of those thoughts down on paper and, and share those with books and um yeah, just help people, help people grow and scale and it’s the easiest way to, to distribute our knowledge out there.

[00:12:59.59] spk_1:
You have a chapter on and all your chapters are short this quick. This is a, it’s a quick read but valuable and I mean, it has to be valuable. You get it for free. So it has just infanticidal value and then you have, if it’s just infanticidal value, then you have a positive R O I because cosmic is paying for the shipping. So culture. So one of your, one of the many chapters, culture, culture is the glue. How do we I think folks probably understand why that’s important but how do we create the culture that we want?

[00:16:51.67] spk_2:
Yeah. So um I kind of already shared with you two of our cultural principles that cosmic, right? And I can still remember and recite all seven cultural principles at Team Rubicon. But I’ve also worked at two other places in my career where I actually cannot recite even one of the cultural principles because they were a poster on a wall, right? So when I think about cultural principles, they need to be what guides your team in the absence of your presence. So, just a few years ago when it was myself and Bobby and one full time person here at cosmic uh Franny who still works with us. Um I remember gathering her and saying, sharing with her. There’s gonna be a time when we’re not in the room, you’re gonna be alone in the room and we’re going to make a decision about how we need to move forward. People are going to question that decision and we won’t be there to answer it. And I need you to look to these cultural principles, to guide you and to provide them with context as to why this decision is made. Um so that we can all be aligned and so that we can all move forward together. So I think when you know, to address your question, I think of two parts, one is like, what is the importance, the critical part is that you have, that your team has something that they can fall back on to filter through their actions, their ideas, to understand your decisions, all those things in the absence of your presence, it’s really important how to get there. Um It’s as basic as sitting down and writing down, like, think about yourself. Think about your top performing people on your team, the best people you’ve ever worked with. If you’re just building your team from scratch, what are the characteristics of those folks? What is it that they have in common? Where is their overlap and start to write those things down? Don’t go with these lofty like integrity and things like that’s kind of baseline. I hope that wherever it is that you’re working, right? But go with like what is uniquely you and then you can actually refine them and that’s how we come up with fun stuff like at Team Rubicon. Uh One of my favorite cultural principles was uh your mother is a donor. So when we think about how we’re going to reinvest the money that is given to Team Rubicon to serve folks affected by disaster, think about it as if your mother gave us that money. And that was a really cool right way to frame that up. And so at cosmic, we’ve, we’ve got fun ones to write like sleeves up at Team Rubicon was gets it done. So the you can start to put a fun spin on it and then how you move it into action. Um I found is you repeat it all the time and you call it out all the time. Um Are you familiar with strength Finder, tony It’s, it’s a, it’s a gallop kind of generated thing where you fill out this survey of millions of people filled it out and it kind of identifies what are your top five strengths of all these different strengths, right? And a lot of folks use strength finder, but they’d go to a half day session and then they never talk about it again. And the same is true about cultural principles. They take a day a week, a month to define these cultural principles. They’re passive, they’re on a poster and they’re not ever talked about. And so you have to like when you see sleeves up, when you see success is not final, whatever yours are, you have to call attention to call it out and say, hey Franny, that was amazing. You know, that was a success is not final moment for you. This is thank you. You know, this is what works about it. I think that’s what I would say about cultural principles is define them but, but revisit them often. Um that’s how you’re gonna be able to fully leverage them.

[00:16:58.18] spk_1:
What guides your team in the absence of your presence? I love that.

[00:18:00.50] spk_0:
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[00:18:01.24] spk_1:
about yours. Success is not final. What does that mean to cosmic?

[00:19:25.63] spk_2:
Yeah, to cosmic. It means um we actually do, I learned again, I learned this kind of thing at Team Rubicon. We did this thing called an after action report which is sort of came out of the military culture where we would evaluate, hey, we just responded to hurricane Harvey. What worked? What didn’t, what was missing? What was confusing, right? Um And so what we do here at cosmic and is we actually evaluate like, like literally we did a retrospective on writing this book. Um You know, I think it was a success. I can’t wait to come out with a second volume, but I’m like, okay, what are all the things that need to be, that need fixing? You know, that could be better about how we approach this? Um And there was a ton of them and then how taking the lessons that we learned about the, the editing process, like the outlining process, um the boiling it down to two, like you said, I mean, it was written in a way for to be, to be, you know, kind of digested on a domestic flight. But we, we try to put like the key lessons up front. Well, that actually came out of another project that we worked on where the audience of, of our curriculum said, you know, the just like the lesson learned upfront was really helpful. So it’s taking that success from one thing and applying it to what worked well this time. And also looking back and saying, what didn’t work, what did not go well about that fundraising campaign that we just ran? What, what didn’t go well about that digital transformation that we just did and how do we address that for the next go around so that we can improve upon how we deliver, you know, services to clients and impact to the world.

[00:19:59.77] spk_1:
As you said, each chapter has to takeaways upfront right under the title of the chapter, there’s two shaded boxes that are going to tell you what that chapter is all about.

[00:20:09.22] spk_2:
Yeah, you can skip the chapter if you, if you’re really short on time or not intrigued by what it says or no,

[00:20:53.24] spk_1:
you should, I think you make this point if one doesn’t appeal to you that you should read it all the more to find out what it is that you’re missing about the takeaway that, uh, that you’re not getting, you know, what, what it is you don’t understand about the takeaway that, that makes it, uh, interesting to you. So, read a couple of pages and, and come away enlightened. Yeah. Um, you talk something about, well, actually let’s get a little deeper in your, in your own life that this team Rubicon sounds like it was, I don’t know, transformational for you, you know, so grounding you, you took away a lot from your time at Team Rubicon.

[00:21:15.16] spk_2:
I sure did. Uh the, the opportunity, you know, for, for your more established leaders who are listening to this uh 22 year old Matt was given way too much responsibility.

[00:21:17.65] spk_1:
Military that, that comes, that comes right from your founder. Jake. Military does that 18 year olds are given incredible responsibility right out of right out of high school.

[00:24:28.53] spk_2:
Exactly. If you give people clear direction, commander’s intent, um, as Jake would call it, uh, and, and, and, and, and a sense of connection with one another, a sense of codependency with one another. Um Then, you know, even if you fail, if you’re failing forward, you’re gonna do. Okay. Right. So, uh for me at Team Rubicon, all of the places that I’ve worked, I’ve, you know, have taught me a lot. Um but I learned about, I think the 30,000 ft at team Rubicon, the power of having a really strong uh direction that we’re headed at the horizon level and then how to operationalize it is really critical. So, um I was given the opportunity to, to buy, given the opportunity, I mean, there was a problem and, and someone let me, let me just tackle it right? Um To, to lead 2.5 digital transformations in my seven years, but I had never done that before. Um And so learning a lot from that are developing a mass market fundraising program, building out a fundraising team, um you know, partnering with marketing, all of these different things that uh that were so, so important to who I am today and how I lead today and how I help others lead is because of the lessons that I learned. And I’m gonna be honest, a lot of stuff did not work um at all. And so I’ll share an example that maybe will resonate with folks like one of the things we do and I talk about it in the book is that the strategic planning process is completely broken. At most organizations, right. It takes 3 to 6 months. It cost over $200,000 in staff time and consulting. And usually it, it ends up with this 50 page strategic planning document that nobody reads and is completely in actionable. And a team Rubicon, what we would do is we would actually develop strategic plans every six months. We were putting new ones out there and we would look back and laugh at where we thought we would be. Sometimes we, we thought we were like going to the moon and actually we ended up at Mars or sometimes we overshot, sometimes we fell way short. But the plan was like a good place to deviate from. It was, it was, it was something to guide us, but it was not a desk, a destination, the planning process, you know, um what’s it? Uh I’m gonna mess up which general this was. But one of these famous generals talks about how plan is useless, but the act of planning is really, is really what is really useful because it brings people together and gives people a common understanding. And so a team Rubicon like we would fail all the time at our strategic plans. But, but we were always had a bias for action over a bias for documentation. We always had a bias for getting things done. And um yeah, I’m very grateful for the time that I had there because I don’t think I would be able to support so many organizations today if it weren’t for the opportunity to fail early, um, and succeed early, you know,

[00:24:43.08] spk_1:
G S D getting it done, right. You talk like you were in the military, like operationalized commander’s intent, you know, you, you sound like you were a para marine yourself.

[00:25:01.56] spk_2:
Oh, gosh, I have three, I have three brothers who served in the military. Uh, but I did not have any military jargon or discipline whatsoever before going to team Rubicon. So it’s 100% byproduct of my as my time as a gray shirt and it has nothing to do with uh with uh my level of service stops at the nonprofit sector at Fortune.

[00:25:22.42] spk_1:
Alright. And great shirts of course. Were the team Rubicon volunteers? Right. Exactly. Where the great shirts. Yeah. Alright. So let’s explore a little more of the strategic plan. You, you spend a couple of chapters on it, having an adaptable strategic plan and why don’t, why don’t you bring in another organization? The talk about the uh SFP the Salon to Family Project.

[00:25:47.39] spk_2:
They’re

[00:25:48.32] spk_1:
adaptable strategic plan.

[00:29:48.15] spk_2:
Yeah. So what I what I favor is is action over over documentation, right? But documentation is important. So capturing your strategy on a single page, it’s like what are we trying to achieve? What are the key, how are we going to do that? What are the key strategies on how we’re gonna do that? Right. So Salon to Family project. When they first started working with us, they actually pair marginalized Children or women rather so just women who were largely ignored in the community with orphan Children. And they create what they call these forever fan families where they are not just a temporary placement for orphans, but rather a wraparound care service. A long term commitment of family goes well beyond, you know, a kid graduating from high school, say right, you can still call your parents well into life and then you care for one another. Um And so when they were thinking about how to grow and they really needed to grow, we started to identify, okay, well, if we were going to double revenue, how would we go about doing that? What are the key areas we’re going to focus on? So we capture that in a strategic plan and then you essentially look at okay. One of them was going to be, we’re going to really lean into peer to peer fundraising because that was there was an opportunity there for them. And another area was cause marketing and really thinking about how to leverage corporate marketing dollars instead of corporate philanthropic dollars. Most nonprofits go after donations, but those are very limited versus marketing dollars are kind of infinitely scalable. So those were just two of the strategies that made sense. Then we developed all these tactical things. Like if we’re going to focus on fundraisers, we need to have little things like we need a good peer to peer fundraising platform. But more importantly, like, let’s think about donor segmentation or, or supporter segmentation donors, volunteers, fundraisers, advocates within the fundraisers. Like, are these people network mobilizes? Can they get a lot of people to attend the event and donate on their behalf? Um Sharing a ton of context. But my point is that there were all these little ideas like we need to coach people who are passionate about Salaam to but who are not professional fundraisers on how to ask people for money. So a fundraising coaching series made it in there so big ideas, little ideas, they all get added in and we scored those based on impact. How much impact would they have on our ability to double revenue against that key strategy, how with cost, you know, time and money, like a fundraising platform cost money, it takes time and money to draft an email series and build out an engagement flow, right? And so by doing this more action oriented strategic planning process, what we did was we started to develop, uh we were clear on direction and we were clear on how we were gonna get there and we really thought about what should be done first. And um and as a result, the organization was able to, you know, leverage all kinds of cool stuff, a Travelocity grant to film to build brand awareness. Like we built a really big peer to peer program, but also kind of what I was sharing about team Rubicon and cosmic is like our identity shift over time. And what to uh to Marissa the executive director’s credit. She saw an opportunity and actually the connection between family, the forever family in the faith based community in, in the US, the donor base. And that there was a strong connection there that they were, they weren’t really maximizing or taking advantage of because they weren’t directly connecting the two. So that’s that a plan is a good place to deviate from that I was talking about is as you move through the process of growing, you need to success is not final stop and evaluate what’s working, what’s not what’s missing. And she found that opportunity and leaned into it with these frameworks and they’ve been very successful. They’ve, they’ve grown up, they’ve doubled more than more than once. Um So, yeah, just a little bit more about, about Salam to and how they leverage that growth strategy.

[00:30:03.61] spk_1:
Explain about the one page strategic plan, the O P S P, talk about this in the book too.

[00:30:53.97] spk_2:
Yeah, this is, this is like my favorite uh my favorite thing um because it aligns everybody and it’s the simplicity. It’s hard to get down into a single page, right? But, but essentially at the very top, it’s what are we trying to achieve? Okay, let’s say we’re trying to double our revenue. How are we gonna do that? I talked about that already. What are the key strategies? Um okay, then who should we be targeting? Uh like who should be going after? Let’s say one of your key strategies is to, to take an audience led approach, right? So one of our clients is Surfrider. Well, who they’re going after is mass market, major donors, uh you know, certain corporate partners, etcetera. And then what motivates them? Well, they have four programmatic pillars. So that’s really like, what are we talking about? What do they do? They,

[00:31:02.76] spk_1:
what do they do?

[00:32:35.42] spk_2:
Surf rider is a group of a collection of chapters. There’s over 80 across the the country. And what they do is they work collaboratively to put forth legislation to protect beach access, to protect clean water, to reduce plastic pollution and to reverse the impacts of climate change. And why people support surfrider are different. Somebody who’s interested in plastic pollution might not be interested in beach access. Um So what we, what we want to capture on that page is who are we going after? What, what’s the core message? What are the, what are the major drumbeats? What are the times when everybody? So World Water Day super important for them. Um Some of them are planned and some of them are unplanned. So the rainfall that we just experienced in California really damaged coastal communities, but that was an unplanned drumbeat. So the ability to look at this one page strategic plan and say, should we respond to this disaster? Does it align with our, our strategy towards doubling revenue? Um It gives people a filter who are execute Urz and who are operational ist and leaders to look at and, and glance at and say, yeah, we need to lean into this opportunity and it means that we’re gonna have to stop doing these other things um temporarily or otherwise to get there. So, uh yeah, that’s a little bit about what’s captured in the one page strategic plan. It’s sort of the, what are we trying to do and how are we going to do it? And who are we targeting? And where should we focus our efforts?

[00:33:45.99] spk_0:
It’s time for Tony’s take two A week before the 2023 non profit technology conference. And already we’ve got a dozen interviews booked. Who I’ll be talking to conference presenters about. Oh, like data driven storytelling with Julia Campbell, inclusive culture on your board. Oh, using your voice to lead quiet, quitting. Perhaps personalized fundraising at scale. You might see these and lots of other shows are coming up in the months ahead. If you are at the nonprofit technology conference swing by booth for 24, I’ll be there talking to all these future smart guests along with heller consulting our 23 NTC sponsor. Thank you again. Team Heller for sponsoring. That is Tony’s take two. We’ve got Boo Koo, but loads more time for the high growth non profit with Matt Scott.

[00:33:55.02] spk_1:
You talk about intentional discoveries,

[00:33:58.21] spk_0:
these sort of internal

[00:33:59.86] spk_1:
interviews that are, that are valuable, explain what that’s all about.

[00:35:50.48] spk_2:
Yeah, for this, I’ll use an example when we were working with Mercy Corps, uh non profit large established organization. Uh They provide humanitarian services across the world in over 100 countries and some of the most difficult places and their fundraising and marketing team is about 65 people. So big department within that, they got lots of senior leaders and we were helping their, their fourth C D M O and four years get the team aligned. So she was relatively new in the seat. And so what we encourage is to do stakeholder interviews with each person. In, in her case, she had within the department, there was about 12 directors just in the department, senior leaders for her. Um and it was about interviewing each of them and figuring out, hey, what’s working, what’s not, what’s confusing, what’s missing, you see that kind of common theme and gathering all this input from your team on the regular revisiting it with them once a year is really effective because it allows you as a leader to do the stakeholder interviews, even though you already work there, you already know who those people are and what they face. Well, chances are by just slowing down, taking a pause and actually having a conversation with your team. You know, if you’re, if you’re truly doubling. If, if you, when you, when you grow revenue by 25%, of your systems will break, that’s been our experience. So by pausing and slowing down and doing interviews with the various stakeholders on your team and understanding what’s working, what’s not, what’s missing, what’s confusing. You can begin to prioritize where your clarity needs to, where you need to provide more clarity where things need to be re prioritized, where, where you need to address problems that are popping up, that are new problems that you weren’t expecting because you just moved to a different phase of growth.

[00:36:12.43] spk_1:
That that’s a whole nother good topic because if you’re experiencing this rapid growth or you’re, you’re in the midst, yeah, you’re in the midst of it. Prioritization is key.

[00:38:06.72] spk_2:
Mhm Yeah. And that’s actually you talked about what is something else I want to talk about in the book. It’s uh something we found really useful is um is Larry Griner is a, is a researcher who years ago, uh you know, wrote an article in HBR about the evolutions and revolutions of organizational growth, growth. And how as you move through the stages of growth, the inevitable crisis, crisis is that come up as you move, the pain that you’re going to experience the solutions that you put in place to address that phase of growth is inevitably going to lead to crisis in the next phase of growth. And so we used to pass out the original article and it was very much written from a for profit lens. But yeah, sorry Harvard Business Review. Yeah. And uh we just received so much positive feedback from, from clients that were taking through our rapid growth program, which is this transformational process um that were like we need to rewrite this for nonprofit specific audience because there’s some uniqueness to that, like it’s particularly resource constrained, you know. So we did that. And it’s one of the chapters in the book, I talk about like the various phases of growth and the five different ones and how as you move through them, you’re gonna inevitably come up with new challenges. But that’s how I think those, those two questions for the two topics we just talked about come together. It’s like by doing those interviews, re checking in with your team frequently as you move through the phases, you’re going to be able to um see more clearly from their lens from their vantage point when things are breaking. And when the solutions that you put in place, when you are moving from an entrepreneurial environment to one where you have decisive leadership is inevitably going to lead towards like a sense of I need autonomy. I’m being told what to do too much, you know. So you have to check in with your team regularly as you move through the phases of growth.

[00:38:18.85] spk_1:
That’s like you had a lot of autonomy at Rubicon.

[00:39:32.20] spk_2:
We, we did until I didn’t. And so it’s funny because Jake is a friend of mine still. And one day we were talking about, you know, we were both sharing with each other. How long do you think you’re gonna stay? Um And uh for me, it was, became so clear, I was like my identity, I am a builder and a doer. I am not a maintainer. And so as soon as my job becomes more and more narrow and it becomes more when to maintain state status as opposed to like what we’ve just gone through for the last seven years. That’s gonna be the moment when I when it’s time for me to uh yeah, to move into the gray shirt as a volunteer as opposed to a staff member role. Um And so yeah, I think that’s that, that was my own experience in my own journey and in evaluating when it was time for, for me to, to kind of move on. But I was given a lot of autonomy and then it started to get rained in, you know, um because it had to, we started have department budgets and processes and, and I was like, yeah, this is necessary and this is not for me. Yeah,

[00:39:43.60] spk_1:
let’s talk a little about hiring, you say higher when it hurts but, but you need to have a couple of things in place before you before you do something that sounds reckless. So what, what, what’s, what’s higher when it hurts.

[00:40:26.97] spk_2:
Yeah, this is some advice that I was given by, uh, now the chief operating officer at a major Humane society, but came from a consulting background when he and I were talking about me building this consulting practice and I thought about it was like, gosh, that is so on point. Even when I’m at a nonprofit, right, you always feel like you want to put more bodies in place, right? Like if we only had more people, we could achieve more. Um And we were talking about it from a, a cash flow perspective. Don’t go hog crazy on hiring too many folks because you don’t wanna have to lay people off if, if you, you know, if it’s a temporary need, you need to evaluate when, when you need to hire. So I’ll share this because I think it’s so valuable for, for folks who’ve made it this far into the, into the podcast episode,

[00:40:41.42] spk_1:
but nonprofit radio listeners are not dropping off. Okay. Good,

[00:40:46.11] spk_2:
good with

[00:40:47.23] spk_1:
us till the end. I’m sure of it. Especially talking about, about high growth.

[00:44:29.39] spk_2:
Okay. So yeah, help us be the best, best selling book in the free book category by making it this far. Um So World Bicycle Relief, I, I share this story. This is one of our clients and uh and they there you really unique because they’re not just a nonprofit, but they’re also a social impact business. So they ask for financial donations, but they also sell a Buffalo bicycle to communities in countries across across the world. And they do this to help provide education and access to health care and jobs. Um And let’s just take in, in certain parts of Africa, like the terrain and the infrastructure in Kenya is really different than that of Colombia, but they operate in both places. And so their marketing team is stretched really thin because they’re not just serving the donor audience, but they’re also trying to serve the various social impact audiences in different countries and produce materials that will help those social businesses and entrepreneurs that they’ve set up in country to sell these bicycles to service these bicycles. And so they’re stretched really thin, right? And naturally you just want to go to, I need a higher. But what we did first with them is we gather their marketing team and we said we want to show you how to think like an internal agency, how to think like a marketing firm internally within your organization. So this tip is something that I think nobody, most nonprofits don’t even think about, don’t say nobody but I haven’t come across any yet. So one of the things we do at at cosmic and this is common practice in any agency or consultancy is you think about your time as billable and non billable and billable time is essentially time that we spend building to clients but as an internal agency, it’s things like writing coffee, uh building out workflows, um merging contact records, whatever all these different things. Non billable time is not bad time. It’s things like professional development, it’s things like paid time off, it’s admin time going to staff meetings, getting a line, things like that. And so what we told we we shared is like you need to actually evaluate where all of the time is being spent as an internal stakeholder and determine your billable time divided by your total time gives you what’s called a utilization ratio. And so at cosmic, you know, our team of 16 Served 28 clients last year. And we have, we have currently over 65 work streams going on that are across all these different clients. And how in the world does that few of people do that much work? And the reality is we are very meticulous about understanding how much time it takes to do. Uh If we get asked to create an annual report or build a landing page or build a workflow, we need to understand how much time it takes for the project manager, the content strategist, copyright of the designer, right? And so we taught this to world Bicycle Relief’s marketing team to actually keep track of your time and to set targets for billable versus non billable. And what they found was where they were spending time and where they weren’t spending time. And then when they got request from the major gift officer for a one off, uh, you know, uh, one pager, they were able to evaluate how much time that was going to take and the impact that it was going to have and they could then prioritize their work through their backlog in a way that they had never thought to do before. So that’s an example of like going back to higher when it hurts. Chances are it hurts right? You’re stretched, then there’s more to do than time to do it before hiring, stop and take stock of where you’re actually spending time and what can go and what needs to stay. And only when it really is like your team is running hot and consistently running hot. And if you look ahead and you’re saying, gosh, we’re having to turn down high impact work because we don’t have the capacity to do it. That’s when you should hire. But you don’t really know that unless you’re actually keeping track of your time,

[00:45:02.59] spk_1:
did you think of something that you want to talk about? That? We haven’t yet.

[00:45:07.27] spk_2:
Yeah, something else I would like to share. Uh

[00:45:10.25] spk_1:
Alright, success. The only author I can, the only author I can remember who doesn’t know what he doesn’t have more to share their overwhelmed because there’s so much value in the book you don’t know what to choose from.

[00:45:49.76] spk_2:
Oh, that’s, that’s kind I, yes. Well, I, I will share, I’m very grateful to, to be on, on your show again. And the work that you’re doing to support the community, I think we’re aligned there. You know, you’re giving away this podcast constantly for free. And I know how much work it is to produce content. So I uh I appreciate you having us on and I really hope that people find this book to be useful. And I guess I would share, please provide feedback because success is not final. And if there’s elements in the book that you’re like, that didn’t land or we wanted more of this, um That’s the only way we know, right? Like what episodes you should, you should make a nonprofit radio or, or what chapters should make it into the next book.

[00:46:30.92] spk_1:
Alright. Alright. Challenge. The listener’s, you’re getting it for free, so give feedback. I’m not ready. I’m not ready to end yet though. There’s a couple of things that we still want to talk about. We um you talk about a rapid growth plan and there are three parts of it. We’ve talked about the first two, we talked about the one page strategic plan. Uh You talked about your, the project backlog, right? Which becomes these, these ideas to execute the one page strategic plan. That’s your does your projects and impact versus as you, as you described, just reminding folks impact versus resources that need to be allocated to that.

[00:48:09.36] spk_2:
Yep. And then the third, the third part the third part is, well, a plan is great and prioritization is great, but we have to measure how effective this thing is, right? So we develop a simple KPI tracker, key performance indicator tracker to measure the success of the plan. And so I’ll just use an example what might show up on a KPI tracker. So let’s say, let’s say you’re your donor base is aging and your file strength, your retention rate is good, but folks are getting older and so you need to acquire more new donors, right? Um Okay, how are you going to do that? Let’s say you turn towards maths market fundraising audience to get there. Uh There’s two things you need to do. One, you need to think about your plan giving approach and two you need to think about because that’s where the strength of your file is and to you got to acquire new supporters. So what KPI S matter? Well, we find with online giving that it comes down to website traffic conversion rate and average gift amount. If you can get more people to your website and more of those people give and they give more money, then you’re gonna raise a lot more money online right? Then when you think about, okay, well, what’s that retention rate look like? How many of our supporters are moving from one time to monthly? Um What’s that upgrade look like? And retention rate looks like? Um So those are all these KPI. So for when you go back to the one Patriot eg plan, you think about, well, what were our house, maybe one of your houses? We’re gonna build a robust legacy giving program. Which, which tony I know, you know more about than I do. So I don’t, what do you think are the KPI S that people should measure when they’re thinking about building out Planned Giving program?

[00:49:10.00] spk_1:
Oh, well, first of all, you’re not going to acquire new donors through planned giving, but some of the, some of the key metrics, uh how many conversations you’ve opened about, about the topic, how many solicitations you’ve actually gotten to um might be just how many meetings you’ve had around this topic, which is different than the conversation. You know, you may not have quite opened the conversation but you had a meeting to, to suss out the possibility. So, you know, those are so there’s three like number of meetings, number of conversations opened, number of solicitations made, of course, number of commitments. Yeah, donors are willing to make. So there’s, there’s four early

[00:50:50.10] spk_2:
ones. Yeah, exactly. And so the, the KPI has to match up to whatever your strategy is and it basically needs to, it needs to be I think of KPI S as both leading, there’s leading indicators and then there’s trailing indicators. So the leading indicators you described are like how many conversations, you know, we’re open. Uh meetings have, would be a very early leading indicator. And then how many, you know, conversation now you’re starting to get a little bit further, the trailing indicators. Um You know, you start to evaluate at different phases. Like are we gonna hit our goal? Is this strategy working or is it not working? Does it need to be adjusted? So the idea is that together those three things and by the way, throughout the book, I hope it becomes clear, but I’ll just share my own personal experiences when in doubt, make it as simple as possible. Create KPI S. They’re easily trackable that you don’t have to spend a lot of time going into a lot of different systems. Get this data. You want to be thinking about how do I make this as easy as possible? I don’t need to spend any time describing what it means when we say website traffic or conversion rate or average gift amount. We don’t have to describe what it means, like number of laps donors or whatever. Um And you just want to have your system set up so that your KPI dashboard you can regularly look at and not have to spend a lot of time building out. People think like, oh, data driven and you know, people, people want want a Ferrari when what they need is a Kia, you know, and they don’t even have a pit crew to like help them racist formula one car around the track, like find the Kia. Find the Kia that’s, that’s, I guess my metaphor advice on that,

[00:51:12.56] spk_1:
that’s the rapid growth plan and, and the one I do want to close on know your strength, that I know your strength chapter. Do you know your strength?

[00:53:47.17] spk_2:
Yeah, I think that this, this rings true both on an individual and an organizational level, right? Um And where is it that, that you are uniquely positioned to drive impact like nobody else can. Um I mean, you know, how, how it is, I think about like organizations that come to us and they think they’re the only ones solving the water crisis. You’re like, actually there’s a lot of people doing exactly what you’re doing. Um And I think it’s, I think it’s just really important to have a clear idea of, you know, what problem are we uniquely positioned to solve in a way that is unique to our culture? So I’ll use, I’ll go back to team Rubicon as an example to drive this home because we talked a lot about it. Um When you think about disaster response, there is response, the immediate response. Uh Well, there, there’s, there’s like preparedness, you know, readiness is the community ready for disaster. Then there’s the actual like response to the disaster and then there’s a long term recovery, right? And Team Rubicon, when we first got started, our strength was really in the response because we were able to pull from the military culture to very quickly respond. We didn’t have a lot of bureaucracy. We didn’t have a lot of red tape. Um, but it was really challenging to get into the recovery business in the early days by business. I just mean, the business of serving folks affected by disaster, not making money on recovery, but like, you know, that’s a different, that was a different organizations strength. That’s a different skill set to be able to build out rebuild communities affected by disaster re roof homes. And all that team Rubicon really didn’t get involved in that for a really long time in their trajectory. And it wasn’t until they had clearly uh they had leaned into their strengths on the response side and they had really figured out what worked and then they thought, okay, how, what worked in there that could work with, with how we would go about the recovery and how does that compare to someone like the Red Cross and how they approach the rebuild effort? Um So knowing your strengths and knowing your sector is super important. It’s like, what do you, what’s that North Star? What are you trying to achieve? What’s your cultural principles? What, what makes you uniquely good at what you do and lean into that relentlessly and stay focused on that and don’t try to become the latest thing in every category. Um I guess is what I would say at a, at a high level. Um Is there something that stood out to you in that chapter. Tony that I didn’t talk about their,

[00:54:16.97] spk_1:
no just identifying and leveraging what you’re strong at instead of trying to go broader. You know, some people and some organizations may try to improve weaknesses rather than double down on their strengths.

[00:55:24.82] spk_2:
Yeah, people do this all the time, right? Like that’s a good point. I’ll share one more thing and I know like more and more and more. I am really comfortable with the visionary role. Like I love starting things. I don’t particularly enjoy finishing them nor does my team like it when I tried to finish things because I’m not very good at that. It’s really hard for me. It’s a hard muscle to kind of push through. But I have like found Bobby, my operational partner. She’s the magic at 10,000 ft. She connects the executioners with the 30,000 ft vision and makes project plans and makes sense of things and loves finishing projects, not starting them. So knowing your individual strength as a leader to and figuring out like, am I more comfortable in futuristic vision planning? Um or am I more comfortable in operational izing things and figuring out what you need as an operational partner? Because really nobody has it all like you just don’t and you might be able to flex when you absolutely have to. But your best flex is going to be their worst, just standard operating procedure because that’s their strength right. So I found that we’ve been able to grow a lot faster in clients to like we, we work with a lot of clients that are C E O s that don’t have operational partners or sometimes they get in the way. And it’s like knowing when you should stop and when you’re, when the operational ist should pick up is really an important thing to distinguish

[00:55:57.57] spk_1:
Matt Scott. The book is the high growth non profit Proven steps to quickly double your revenue and drive impact. It’s at cosmic which is cause C A U

[00:56:00.65] spk_0:
S E M I C cosmic

[00:56:09.47] spk_1:
dot com slash book and it is free to you, including the shipping, shipping, shipping is covered. Matt. Thank you very much. Thank congratulations again on the book. Thank you for sharing your thinking.

[00:56:17.16] spk_2:
Yeah. Thank you, Tony. I really appreciate

[00:56:19.24] spk_1:
you. My pleasure.

[00:57:09.85] spk_0:
Next week, I’ll bring the 1st 23 NTC interview and they’re all gonna be excellent. I’ll just pick one. That’s extra excellent. Yeah, extra excellent. Exactly. Next week’s show is gonna be extra excellent. Just like I said, if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We are sponsored by donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Mark Silverman is our web guy And this music is by Scott Stein. Thank you for that information, Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for April 3, 2023: OK Boomer, Move Over

 

Gene TakagiOK Boomer, Move Over

Gene Takagi

In only two years, Millennials will make up 75% of the global workforce. Along with Gen Z, these will soon be the majority of your workers, your donors, your volunteers. Think sustainability. Are you engaging them now? Are they fully represented on your board? Gene Takagi talks us through the implications around philanthropy, technology, fundraising, and more. He’s our legal contributor and the principal of NEO Law Group.

 

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[00:03:36.19] spk_0:
Friend. Welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your Aptly named host of your favorite abdominal podcast. We have a listener of the week. Core Africa Liz Fanning, the executive director is a longtime nonprofit radio listener and core Africa just announced an investment of 59 million $400,000 over five years from Mastercard Foundation. And I think let’s just call it $60 million because the difference is a mere 600,000, which is trifling 1%. Core Africa. Congratulations to you. This is such a testament to the amazing valuable work of the core Africa volunteers throughout the continent. The dedication of the staff and the commitment of the board core Africa is going to expand to 11 countries with this new investment. Congratulations. Core Africa. I am so happy for you and happy to make you this week’s non profit radio listener of the week. Congratulations. Plus we have a new sponsor. Oh, I’m glad you’re with me. I’d bear the pain of Iraq Docks Icis if I had to see that you missed this week’s show. Ok. Boomer move over in only two years, millennials will make up 75% of the global workforce along with Gen Z. These will soon be the majority of your workers, your donors, your volunteers think sustainability. Are you engaging them now? Are they fully represented on your board? Gene Takagi talks us through the implications around philanthropy, technology, fundraising and more. He’s our legal contributor and the principal of Neo Law Group on Tony’s take 2 23 and TCC were sponsored by donor box. Welcome to Donor Box. Thank you so much for joining the non profit radio family. Very, very glad to have you. Thank you with intuitive fundraising software from Donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is okay. Boomer, move over. It’s a pleasure to welcome back Gene Takagi. You know who he is, but he deserves a proper intro. Nonetheless, he’s our legal contributor and managing attorney of Neo, the nonprofit and exempt organizations Law Group in San Francisco. He edits the wildly popular nonprofit law blog dot com and is a part time lecturer at Columbia University. The firm is at Neo Law group dot com and he’s at G Tak Gene. Such a good. It’s such a pleasure to see you. Welcome back. Welcome back.

[00:03:41.20] spk_1:
Thanks so much. Tony Great to see you as well.

[00:03:46.96] spk_0:
My pleasure. Always. Now, when we last talked, we were with Amy Sample Ward and there was a discussion that included the, the potential decline of Twitter and the rise of some alternatives. Are you still at G Tech on Twitter? And, and are you any other place that, that I should be acknowledging?

[00:04:07.89] spk_1:
I’m still active on Twitter. I’m hedging a little and I’m on Mastodon and post, but those are sort of lightly used, but I post daily on all those channels.

[00:04:20.41] spk_0:
Okay. So still stick with Still Twitter. The best way to reach you think

[00:04:26.26] spk_1:
probably you wanted to see most of my content. Twitter is gonna be the best way to see you. Okay.

[00:04:44.60] spk_0:
Okay. Stick with that for now. All right. Millennials and uh and generation Z, you’re, you’re concerned about the future for these folks. What? Well, high level view, what’s concerning you?

[00:05:05.06] spk_1:
Well, it’s less concerned about these folks versus concerned about non profits for not engaging these folks because in a few short years by 2030 millennials and Gen Z will make up 75% of our work for, of course, they just crossed over the 50% barrier I think a couple years ago, but within seven years, 75% of our workforce, that’s a huge change in our, in our workplace

[00:05:21.70] spk_0:
demographics and, and we’re not, we’re not accommodating these folks you’re concerned about uh for instance, board membership, um significant employment issues. What, what, what would you like to? I’m gonna give you the first shot. I let’s change things up because sometimes I feel like an autocrat. So, what would, what would, what would you like to talk first? Talk about first? That nonprofits are just not paying sufficient attention

[00:06:26.96] spk_1:
to? Sure. Well, maybe I’ll just go without sort of criticizing nonprofits. Let’s just like, say, why should we as nonprofits engage millennials and Gen Z? Yes, they, they’re gonna make up a majority of our workforce. But what else does that mean? Um, and, you know, when, when they make up a majority of the work force, I think I’m also so saying, and I don’t have the studies to back this one up, but I’m also saying, eventually it goes to say that they’re going to make up a majority of our donors. They’re gonna make up a majority of the beneficiaries that we’re helping. They’re going to make up a majority of all of our supporters and our collaborators and eventually our generation Boomers, Gen X. Eventually we’re gonna kind of be not leading some of these places. Although I saw a really interesting article in the Atlantic a month or two ago that said, um people aren’t age, relatively young. Tony still still, but

[00:06:46.92] spk_0:
I’m young, I’m young, I’m 61. So I’m among the youngest

[00:06:56.32] spk_1:
boomers and I’m very close in age to you, Tony. And um the Atlantic article said that persons are age and even a little bit younger tend to think like we’re about 20% younger than we actually are. We kind of resonate with our maybe not our sort of calendar date but we feel like we’re a younger group by about 20%. Yeah,

[00:07:23.70] spk_0:
I agree. I feel even younger than, than 20%. I feel like, more like 40. Yeah. And I, 20 years, like 20, 21 years younger,

[00:07:33.53] spk_1:
I feel the same way. But it occurred to me in my head that maybe that’s why groups of leaders that are thinking about engaging younger people are not placing such importance in it because we think, well, we kind of understand that group anyway, we feel around that age, but when we start to, when we start to think about it, well, maybe there are some differences and maybe their perspectives and their skill sets and their experiences are going to really add value to our organizations

[00:08:31.47] spk_0:
and it’s not even, it’s not even, maybe, I mean, they will, but we need to, you know, it’s time for us to sort of move aside. Um, but, yeah, now it’s very interesting gene that, you know, our own self perception, maybe confounding the larger, the larger culture slowly holding, holding back the larger cultural changes, you know, just because I feel like I’m 40 doesn’t mean that I have the awareness of technology politics, the culture that a 40 year old has.

[00:08:33.25] spk_1:
Yeah, exactly. Right. And certainly not ones that I can tell you from personal experiences, like, from my niece is certainly not those, that 20 year olds.

[00:08:42.34] spk_0:
Yeah. Not even claiming. Right. Of

[00:08:49.81] spk_1:
course, of course, I just recall my niece is telling me this Miley face emoji is passive aggressive when I use that in text messages. So I have to watch myself in our communications.

[00:09:33.28] spk_0:
So it is, I see. Okay. I had, I had my own anecdote about a story I used to tell that is now deemed misogynistic, but I was telling it for years in professional settings, not just in stand up comedy but in professional settings. Um Yeah. No, you’re right. All right. So we have to get past our own self perceptions and think about the larger culture, economy, nonprofit sector. Alright. Alright. Alright. So help us, I don’t know. Are we talking? I guess, I guess we’re talking here to the, to the, to the uh the obstructionists were talking here to the Boomers. Are we move aside?

[00:09:38.97] spk_1:
Uh you know, a little bit um

[00:09:41.88] spk_0:
like we are, I feel like we are,

[00:11:43.76] spk_1:
yeah, especially to the extent that if you’re on a board or if you’re in an organization where your leadership is dominated by, by boomers um like ourselves, then, then, you know, maybe we have to think a little bit more about sharing power and authority and other things and not just to look better, like take a better photograph of our leadership, you know, for all, for all of these specific reasons, I’ll just raise a few right now. Um The laws changed and if the voting citizenry is changing in demographics, the laws are going to change to what they want them to change as within constitutional limits, of course. But even the constitutional interpretation is going to change as our Supreme Court starts to get younger. And I’ll cross my fingers a little bit on that. Um, but you know, what is charitable, um, you know, it started off as kind of relief of the poor. That’s what’s built into our regulations and then kind of expanded into, maybe we’ll civil rights can be charitable under five oh one C three. Um And then, you know, it expanded, although it’s not even stated in the regulations, the promotion of health being of five oh one C three, purpose and protection of the environment. Um Although I recall, I put in an application for a charity maybe 10, 15 years ago where global warming was something they wanted to combat. And the I R S asked, or at least this agent asked, you know, have you really looked into both sides of that issue because maybe if you’re just closing one point of view that it’s not charitable or educational at all. So, you know, our ideas have certainly evolved over what is and isn’t charitable and they will continue to evolve with younger people. Now again, making up some of the decisions of these and if we’re not anticipating these changes, then we’re going to be reactive, slow to react, possibly and less competitive in the very increasingly competitive field where philanthropy is also changing, right? What is philanthropy? Is it private foundations like it used to be? Um, we certainly know about donor advised funds. Yeah, please tell.

[00:12:47.76] spk_0:
Yeah. No, before we, before we advance there because that is a rich topic, the different forms of philanthropy but sticking with, you know, regulations. What, what is a charity? What is charity? Uh you know, that all that all depends on the, the our, our political leaders. Uh, you know, recognizing that there’s because I’m basing it on, you know, U S code and U S regulations promulgated by the, by the different departments of the federal government and state governments. You know, those are all promulgated, promulgated by legislatures and, and I don’t use this pejoratively bureaucrats, you know, public service workers in government. And if, you know, I, I see the politics being especially slow to change, I don’t know what, I don’t know what the average age is of a U S senator or U S representative. But I’m certain, I’m certain it’s not, I’m certain it’s not in the forties. I’d be very surprised if it’s in the forties even.

[00:13:07.02] spk_1:
Yeah, I agree. So our political system may be the slowest sort of, of the sectors to sort of change, although a lot of them are responsive to money. Right. Um, and we’ve been talking and kind of fundraising feels about the intergenerational transfer of wealth, the greatest ever in, in, you know, in the history of recorded civilization, I mean,

[00:13:34.41] spk_0:
okay. So, right. So the Boomers do have some value, leave, leave us your money, leave, leave your money behind. We need to, we need to execute, we need that wealth to execute change.

[00:14:18.80] spk_1:
And you know, as the Boomers sort of sort of aged out, the money is just being transferred into younger generations. And with that money now they’re going to influence political power as well. I’m a little cynical on this, but yes, money will sort of make changes or resulted in changes in the law, including in terms of what is charitable and just started to give you a hot topic. When we talk about relief, poor and civil rights being charitable. I don’t think that providing reparations to historically discriminated against or oppressed groups is considered charitable. But will that change over time? I don’t think selling solar energy at market rates is considered charitable to the general public. But will that change over time? I think these things can change fairly rapidly within a generation. So these are things that organizations need to pay attention to.

[00:15:47.49] spk_0:
It’s time for a break. Stop the drop with donor box. How many potential donors drop off before they finish making the donation on your website? You can stop the drop and break that cycle with donor boxes. Ultimate donation form you added to your website in minutes. No coding required, no batteries required. When you stop the drop, potential donors become donors with the four times faster checkout and more convenient ways to give from leading payment processors, apps and popular digital wallets. There’s no set up fees, no monthly fees and no contract required. And this is amazing. You’ll be joining over 40,000 U.S nonprofits donor box helping you help others donor box dot org. Now back to okay. Boomer move over. Interesting. Those are two really interesting ones. Reparations and alternative energy. Why did you, why did you uh I’m digressing a little bit. Why did you specifically say selling solar energy at market rates?

[00:16:55.80] spk_1:
Well, you know, I think again when we’re talking about relief of the poor were also sort of expanding that into economic development in, you know, historically disadvantaged areas. So, you know, blighted areas, areas that need sort of more economic development, bringing solar into those areas that sort of low cost may stimulate economic development as well as having sort of the environmental benefit that solar can bring, that would probably qualify as charitable even now. Um But if you start to sell it at market rates and go into expensive neighborhoods and tell people to convert their, you know, their energy sources or to, you know, buildings, first class buildings in downtown and saying, hey, change your energy source as a charity that might have a tremendous impact on climate change and other things. Um, if we could get big companies to change and put into their buildings and charities could influence that. That might have a huge impact, but it probably wouldn’t be considered charitable right now. I

[00:17:28.95] spk_0:
see. Okay. Okay, good. I’m glad I asked. All right. All right. Yeah. Reparations that it is kind of easy to see that in, in 10 years that reparations to African Americans, Asian Americans, Latin Americans that, that, those, those, that subject could be on the table for, for, for charitable, for, as a charitable purpose.

[00:17:38.97] spk_1:
10 years ago, it was really not even in the discussion outside 10 years

[00:18:16.12] spk_0:
ago. 10 years from now, 10 years from now. I think we’re, I think we’re in, I think the next 10 to 15 years are gonna be considerable political upheaval, cultural upheaval. There’s, there’s, I don’t know, maybe, maybe because, because I’m living in it. So I’m, I’m experiencing it as more volatile. Uh And I don’t mean that pejoratively more, more revolutionary than the transfer of wealth and uh power and prestige from other, other generations to two hours. I don’t, maybe because I’m, I’m the one surrendering the power. Maybe I see it as more, more of, more of a cultural shift than, than the past. Maybe the past has been significant as well.

[00:19:41.84] spk_1:
Yeah. You know, and, and it’s interesting. So, you know, if you were to look up articles on engaging millennials and Gen Z, you know, they’ll mention like different perspectives, but they’ll also mention something like they’ve got a greater passion for social justice and things of that nature and, you know, I, I agree to some extent that that is true. I think we can see that. But then when I think back, you know, to the sort of the older boomers and, you know, the hippies in the 60s, well, maybe everybody when they were younger it was just a little bit more into, you know, the environment and social justice and racial justice. And as you age, you know, again, taking a little bit of a cynical viewpoint and certainly not to, to sort of over generalize, but as a big broad group, you know, you become a little bit less, a little bit more resistant to radical changes. Um, you know, especially if you’re in, in a comfortable situation, you’re privileged enough not to have to worry about it in your own life. The changes that you’re pushing for, maybe we’re not as radical as when you were in your twenties. Um, um, and I think you see that throughout the world, some major major social movements led by sort of college aged kids or young adults. Um, and they’re the ones that are putting it all on the line.

[00:20:28.60] spk_0:
Your exact point has been driven home to me lately because I’ve been watching a lot of Woodstock videos on youtube and I’m thinking, you know, when, when they’re, when they’re showing the audience, you know, first of all, it’s fantastic because I’m watching Jimi Hendrix and The Grateful Dead and, but you know, when they, when they’re panning into the audience I’m thinking, are these folks, the folks who were sitting there in the, in the muck, you know, they’re now in their seventies and eighties, there was Woodstock was August of 1969. So, if you were 2025 or so, you know, your, your, into your seventies and, and if you were a little older, your, into your eighties, uh, talk about your perspective shifting from, from, from when you were in your twenties and thirties.

[00:21:16.96] spk_1:
Yeah. And you know, we’re the same people but, you know, life, life changes and our perspectives change. And even though we identify with some of the perspectives that younger people bring, we, they’re still different, you know, as we sort of admitted at the start of it. And so just so many changes um that they have a different feel for or that they place with different importance in terms of climate change is maybe a classic example of climate change may not do as much to an 80 year old in terms of their personal life. Um But to a 20 year old, climate change may completely impact their adulthood and, you know, whether they are below the water where they live or. Um so, you know, obviously they’re gonna, they’re gonna have a greater incentive to ask for more radical change. And, you know, well,

[00:22:00.24] spk_0:
hopefully these, these folks, the, the older boomers and the world war two generation. I mean, hopefully they’re thinking of their ancestors uh coming. Um, no ancestors are in your, your past. They’re thinking of their, their heirs and, and Children and grandchildren. I mean, at least the ones I talked to I think are considering those, you know, considering the future.

[00:22:05.39] spk_1:
I think. I’m sorry, go ahead. No,

[00:22:07.32] spk_0:
finish your point. Then I want to, I want to drill down a little more, a little more detail, but go ahead, please make your point.

[00:22:12.46] spk_1:
Sure. I was thinking that it’s been sort of a customary thought amongst older generations to want things better for your kids that your kids would have a better life than, than you. But I think right now we’re kind of in the generation, the kids generations that are coming up like the Gen Z’s where that probably is not true, at least economically, um

[00:22:52.46] spk_0:
at least economically. Yeah. Yeah, you’re right. We’re not. No, I agree. Alright. So you started to talk about different forms of philanthropy that uh I don’t know, call them Ems and Zs for millennials and Gen Z I know and your, your blog post, you call them younger people. Um I’ll call them Ems and Z’s but different forms of philanthropy, like donor advised funds, llcs were right there. They’re engaging a lot differently than direct gifts to 501 C three non profits.

[00:25:59.70] spk_1:
Yeah, I mean, which places nonprofits, charitable nonprofits to 51 C, three organizations in a place of competition for dollars. Um So it’s something again that nonprofits need to understand. Well, what is the value proposition they offer? Because I’m really start advocate of nonprofits being something very, very special and very different from a social enterprise, that’s a for profit. And so social enterprise actually was a co opted term. I think social enterprises used to refer to nonprofits like goodwill that we’re engaged in sort of earned income revenues. But now it’s sort of been co opted by the for profit sector of for profits that do social good or social enterprises when that’s sort of a primary reason for their, their operation and their, their existence. So, you know, these models are changing and millennials. Hmcs are saying, you know, we’re a little bit more sector agnostic in terms of doing social good, we could put it into a private foundation, but we probably don’t want to, we might use it to ask because it’s temporary and we don’t have to throw everything into it. What about an L L C like Mark Zuckerberg and Priscilla Chan, like the Chan Zuckerberg initiative, the Emerson Collective, which is Steven Jobs, um widows, uh you know, charitable vehicle or philanthropic vehicle. So those are llcs and you know, you can go into a whole show about that. Go fund me is sort of an alternative to giving the charities a lot of people, especially in the millennial and Gen Z H think giving directly to a beneficiary is the way to go bypass charity. Um C Four’s we saw the Patagonia founder Yvon Chouinard decide I’m going to give leave much my wealth to A C four and I’ll do it. Now. There’s planning reasons to do that with gift and estate tax deductions being much more valuable to someone like him than an income tax deduction when you’re like a tech entrepreneur and you’re not taking much of an income, but you have enormous amounts of wealth and stock that have not been um liquidated yet. So you’re sitting on tons of money, but you don’t have much of an income tax benefit from giving a donation. Um This volunteer work and giving data data is now, you know, a huge asset and a very valuable one that we’re understanding and personally we’re giving up our own data to a lot of sort of I accept um you know, websites that all of a sudden get to use our data and I know new laws are coming into that, but volunteering your data can also be an impor the thing that we have to think about. And so philanthropy and how we think of giving is changing rapidly. And there was a big change in the law just a few years ago in the Tax Cuts and Jobs Act that left itemized deduct Ear’s um that can take get a tax benefit from charitable contribution. It moved from something like 34 For 35 down to like, less than 13%. Yeah. So there’s just tremendous changes that can happen very, very quickly. And charities need to understand that. And again, younger perspectives, maybe on top of some of this news that older generations may not be following this closely. At least some of them.

[00:26:32.71] spk_0:
And you’re right to characterize these absolutely as competitors to our traditional five oh one c three nonprofits. And, and so you want to know what you want to know what your competition is doing, what these different forms are, are, are there, are there ways that you can leverage some of them? You know, maybe it is a subsidiary or some kind of an affiliate relationship. But you know, the knowledge is among the, the EMS and disease.

[00:27:15.98] spk_1:
Yeah, I agree, tony there. These are not only competitors, they often can be collaborators and allies. Um But you do need to understand kind of the relationships, the multiple relationships that you’re going to have with these different types of entities and how that will impact who your supporters are, who your donors are as your donor base or is your subscriber base or is your membership base as they start to age? Are you engaging more younger people? So, for sustainability over the future, even if that was like, our ultimate goal is to make sure that we have an organization in the future, you’ve got to engage the younger people that are gonna be running this show, um, in a few short years

[00:28:39.70] spk_0:
now, some folks may say, well, I can just, if I want to learn about these things, I’ll just engage a baby boomer attorney and he or she will explain or they will explain the, we’ll explain this all to us and then we’ll, but, but you’re not, you know, that’s be, that’s, that’s not what I agree with, but I could see a cynical view, well, just hire an older attorney. They understand llcs versus B corpse. And, well, you know, you know, the older advisers may very well understand the, the intricacies of, you know, creating one, but the creative side of how you can integrate it into your work if you can, you know, that, that takes someone who’s got a different perspective. And I think that’s, I agree with you. I mean, that’s the younger perspective, you know, how to creatively integrate, not just the nuts and bolts of how to LLC versus, you know, engaging a crowdfunding platform, you know, etcetera.

[00:29:55.11] spk_1:
Yeah. And I think when we talk about negotiating deals with other parties, you know, have, you know, if we’re not speaking the same language and customs and don’t have that same type of comfort and talking with the younger generation, um, you know, something can get lost and on their side if they don’t have that comfort, talking with an older generation, if it just doesn’t mesh quite as well as when they’re talking with, appear in their age group or within sort of a generational group that can affect the negotiation. And, you know, whether the deal gets done or whether they go with a competitor or whether they, you know, ask for more things because they trust you less. So just, you know, getting more people involved and if you are going to engage millennials and gen Z, I really want to make the point that it isn’t about just adding a few people in certain positions. Um It is really uh an understanding and an investment um that you need to make. It’s something where you have to empower people, not just sort of tokenize them or trivialize their importance, you really have got to give them in positions of responsibility. Um And you’ve got to open up your own culture to sort of embrace the additional sort of cultures and perspectives they can bring. So it really can’t be just like, okay, we’ll add like a senior manager, we’ll add a board member that’s, you know, 32 that, that’ll solve our problems.

[00:32:09.65] spk_0:
All the, well, all the caveats that you and I talked about when we’ve talked about uh diversity, equity inclusion, avoiding tokenism, you know, giving real authority, you know, levers of power, not, not just a higher here or, or a board member there. It’s time for Tony’s take 2:23 NTC. Big. Big thanks to Heller consulting. They’re sponsoring non profit radio at the conference, the nonprofit technology conference hosted by N 10, we will be together in booth 4 24. Hello, consulting, non profit radio Me, all three of us sharing a booth for 24. I will be capturing lots of interviews from the smart speakers at N T C and you should think about it to think about going, you can go hybrid. You heard Amy and me talk about it last week. It really is a very, very good conference. I mean, you can go virtually, virtually. Um It’s a very good conference, smart speakers. It’s fun. It’s just, it’s a very worthwhile conference to go to you. You will learn. Uh And of course, we know that this is not only for technologists but I’m repeating from last week. So all the info is at N 10.org. Thank you again. Heller consulting for sponsoring non profit radio at the nonprofit technology conference. Thanks so much. That is Tony’s take two. We’ve got Boo Koo but loads more time for okay. Boomer move over with Gene Takagi. I’m taking pleasure in saying I’m sweeping myself aside. Move over. Let’s talk some about the employment, employment changes, you know, the sensibilities that, that the, the M S and disease bring.

[00:33:59.34] spk_1:
Yeah. And I think that’s, that’s really hitting us right now because I think no matter what sector we’re in, we realize that employment has changed as a result of the COVID pandemic. Um We’re finding out what, where do workers want to work, how do they want to work? Um What is the most importance to them? And it’s not just sort of the data that we here, um you know, um from, from each other, but there are actual studies and I’ll just point to one, the Deloitte 2022 Y Z Global study. Um And you know, that that’s the study by the, you know, the big accounting firm and they found out what we probably already know, but cost of living is of tremendous importance um to, to these younger generations, work life, balance, learning organizations and what the organization, what they’re sort of, not only their viewpoint but how they operate and its social impact and its environmental impact and it’s sort of investment in diversity, equity inclusion. Those are things that matter to those younger generations in terms of, in their choice of work in terms of how long they might stay at a particular company. Um And, you know, those are things again and nonprofits are competing now, younger people are also moving from job to job faster than some older generations are used to. Whereas, you know, if, if we go older than us to a lot of people just worked one job their whole life. Um And that is certainly not true anymore. Um And it’s even less true now for the younger generations. So if we’re competing constantly for employees, what do we know? And understand what they want and need and consider important

[00:34:58.67] spk_0:
and what they perceive about us as a place to work. There’s, you know, there’s, there’s glass door and, and, and those, those types of sites but, you know, the, the research is so much easier to do and even when they’re, when, when someone is talking to you about potentially working for you, they’re, they’re taking a lot more clues, you know, than just how much vacation time do I get? You know, what and what’s the, what’s the medical insurance like, you know, uh time off flexible work locations. Um culture, you know, that’s, and culture is a very, you know, that’s a very amorphous thing, but folks are sussing it out as they’re interviewing you and they’re talking to you and, you know, if they’re only meeting people who are 60 and over as they’re interviewing that, that, no, that in itself says a lot about the culture at the institution.

[00:36:09.15] spk_1:
Yeah. And I’ll just sort of add even younger generation controlled companies um that, you know, and I’ll just do some of the big tech companies that are laying off like huge amounts of people right now. That’s a cultural thing that people will remember. Um So if you’re quick to lay off and you’re still like providing very good returns for your shareholders, um that may be something employees are going to sort of take into account in terms of whether they would go back to you know, the same company or whether they would tell their friends to work in that company and they’re much more savvy about our company’s greenwashing or sort of social good washing and saying, you know, talking the right talk but not really walking, you know, that walk. So, um, I think again, nonprofits really need to know what their competitive edge might be. Um, in terms of attracting workers and keeping workers because they’re dedicated to social good. But also what, you know, the, the issues might be if they’re not sort of um promoting the same type of values in their culture and not just sort of were a great organization for the environment, but we’re terrible to our employees. Like, you’ve got to really make sure your values mash,

[00:36:27.22] spk_0:
where else would you like to go routine? What would

[00:37:36.70] spk_1:
um you know, I was thinking just a few other quick points, you know, management and governance I think are also changing and that sort of goes with how employees, you know, want to be managed, want board of directors to sort of govern organizations, you know, our laws and the old and older structures are very hierarchical. Um You know, the board of directors sits at the top of the organization, they’re ultimately in control of all management and direction of the organization’s affairs. They delegated down to a CEO and executive director and executive director that is responsible for all the employees and there’s all these hierarchies of, you know, who gets to be responsible for. Um, and I think younger generations are much more into distributed leadership. Um, and it’s possible um to set up some systems within the law, the law is not completely sort of inflexible about this, but you’ve got to set it up in the right way. And so there is a balance of what some of the older people can tell you about the restrictions that are involved. But where the younger people could say these are the things that we really need. We, we don’t want just sort of one person dictating everything about the organization or a border that doesn’t know our day to day business coming and making huge changes that affects all of our work, you know, work lives. We need to have a voice in this and this is these are ways that we want you to consider it. So again, that’s

[00:38:00.26] spk_0:
what does that look like jean some a model of distributed leadership.

[00:38:42.81] spk_1:
So distributed leadership, maybe delegation from, let’s say, from the board down to the CEO and the CEO down to groups of employees and where the C E O S O is going, saying you’re responsible for this, you have the ultimate say on this. I’m not going to veto you as long as it’s, you know, within what are accepted framework is you get the ultimate say in this. If the executive director is questioning it, you know, it’s not the best business choice. They’re not going to overrule if that’s the basis of it, if it’s unlawful or something, because the director figures that out then of course they would have the power to overrule it. But, um, it’s not going to just be one person’s business judgment is going to be groups and that can work well. And that can also work terribly in a not great way as well. But younger folks are more attuned to that type of, you know, leadership model. We have to think about how it might work and how to fine tune it in a way that is acceptable and works well for an organization and, you know, and its board of directors as well to be comfortable with that,

[00:39:10.93] spk_0:
that could even be something on a rotating basis.

[00:39:59.58] spk_1:
Yeah, it can, it can be. But, you know, it actually, you know, one of the sort of big pros about this is, it gives collective thought to something that’s important where a lot of people get to put input that are intimately involved with the, that decision boards are sometimes somewhat removed because again, they’re not in the day to day, but this group of employees might actively day to day, be heavily involved with that particular issue and to give them decision making authority may feel them, you know, I’m going to use an old term, gives them ownership over the organization, they feel like they’re empowered and the organization is part of them and they are part of the organization. And that feeling is something I think that people desire. Um uh And again, management styles, governance styles are changing or, and the desire for more collaborative and distributed leadership is really a big force that I see coming in the next 10-20 years.

[00:40:43.03] spk_0:
How about fundraising, fundraising, sustainability? You know, you started to touch on both of those um our, our donor base and I’m the guy who’s, I’m the evangelist for Planned Giving. But we have to also acknowledge, I mean, look, the baby boomers are not all dead, you and I are living testament to that. So there is still valuing plan to giving fundraising. But our older folks, donors are being replaced by younger

[00:41:20.95] spk_1:
donors. Yeah. And I actually think so, you know, some charities are focused on plan giving with older donors, but millennials are kind of, they’re in their forties now, this is a prime time to have conversations with millennials who are, you know, you know, been privileged enough to have some wealth to think about in terms of giving the charity. And they have all this competition, as we mentioned, they could, you know, give it to go fund me or whatever form that you could try to develop that relationship now with them. And if you can, if you can develop and use the same tools that you engaged older folks and use some of those tools and bring in some of your younger folks that you previously engaged to be working for the organization as well so that they can have these discussions with donors for their peers and age. And I think that is very valuable so that, you know, I’d

[00:43:03.81] spk_0:
like to just put a point on it so that folks who know me and have heard me speak, you know, don’t think that I’m a hypocrite. Uh you know, in all the training I do, I’m talking about launching plan to giving and in launching planned giving. I think your, your time is best spent with folks who are 55-60 and over because they are the most likely to include you in their long term plan. I’m typically talking about wills. Um And they’re most likely that, uh they’re the most likely folks that will keep your gift in their will versus someone in their 30s and 40s who is going to live for another 50 years or so. That’s, you know, that’s a long, that’s a long time to be in someone’s will. So in launching, I, I, I think that the time is best spent talking to folks who are again, roughly 60 and over. But in, in out years of a program planned giving program, I can certainly see value in talking to folks in their thirties, forties. Um, the and, and doing that with, with peers. It’s, I, you know, it’s just, it’s as you’re suggesting there’s just uh there’s just a, a shared experience when, you know, a couple of 30 year olds are talking to each other versus me as a 61 year old consultant or even frontline fundraiser, talking to someone half my age about putting the organization in your will.

[00:44:13.19] spk_1:
Yeah. And I agree with your point, tony when you have limited resources and you’re starting or initiating a planned giving program that age set that you, you gave makes the most sense for you. Um But it is, it is another point just to stay, think about engaging younger people. Um And on both sides, on the staffing side and volunteer side as well as on your donor side. Um And you know, think about groups that you can develop long relationships with. So when you want to finally, you know, if, if you’re constantly engaged with them for the next 30 or 40 years, you, you really feel that gift is going to be fixed, but yes, they could change their minds at any time. So it sort of demands that you make sure that you strengthen that relationship, you’re after year versus not giving them any touches at all. And in the way they like so that be using Gamification, social media, like other ways that they want to be engaged, you’ll have to find not the way that you feel as easiest or cheapest to engage with your, you have to find what do they want? How do they want to be engaged.

[00:44:58.65] spk_0:
And this goes back to traditional lessons of fundraising that we want to be relational, not transactional. So you need to be relational with this upcoming uh cohort of generations, the ems and disease. Um because they are your future, your future major donors. If they’re not, now, they’re your future plan giving donors, they’re your future volunteers in retirement. I mean, you, you want to be this and this goes to the sustainability as well. You know, you want your mission to survive, you need to have a pipeline of donors that are not all 65

[00:46:13.65] spk_1:
and over. Yeah, and I’ll kind of relate fundraising to technology as well because, you know, our technology will dictate in some ways how we decide to fundraise. Like now we’ve got, you know, um we went from letter paper and pen sort of solicitations and in person contacts to okay emails and now emails are sort of we’re getting to a post email phase of like text messaging or, you know, and other forms now of communication. And how will that impact fundraising, crowd funding and other sort of platform type. Uh fundraising is now sort of encountering illegal uh barriers or restrictions or limitations. California being one of the first ones with laws that came into effect this year and regulations that will come into effect next year and that’s usually a harbinger of things to come in other states as well. So the laws are going to change, the types of fundraising vehicles are going to change non profits will be really wise to engage some millennials and Gen Z to understand where these things may go and how these laws may be influenced in terms of advocacy and, and, and making sure that, you know, one bad actor is not creating a whole bunch of restrictions that are going to impact like a lot of other charities that should never have been bothered by, by this

[00:47:52.06] spk_0:
artificial intelligence, understanding what it is, what its uses are, what the boundaries are. We’ve, we’ve seen some institutions make big mistakes. Um There was, there was a college that reacted to the shooting at Michigan State University with a, with a, with a chat GPT email and then, and, and it was disclosed because they didn’t even think to take out the disclaimer that said created by chat GPT, you know, and, and uh what I can’t remember what college that was that it was not Michigan State. They were, it was a college reacting to the Michigan State shooting. Uh and, and doing it very badly, I think it was, I think it was Vanderbilt University, one of the, one of the colleges at Vanderbilt University. Um and it was even a D E I officer who sent the email. So, you know, not even thinking about, you know, inclusive language on our own, but relying on artificial intelligence. So, you know, the boundaries of artificial intelligence, the creative uses of it. Um, you know, concerns about deep fake ai, you know, that stuff is, that stuff is all relevant and it’s, it’s coming, it means here, it’s here. Now. It’s not coming. It’s here. And if you want to capitalize on it appropriately, I think it, it pays to have folks who understand it best and they’re probably not 50 or 60 years old.

[00:48:50.08] spk_1:
Yeah. And I agree with you 100%. And again, wrapping this back around to charitable Itty, um, fake news. Um, is it charitable to distribute fake news? Is that just a viewpoint, is what we considered fake news 50 years ago? Something that actually is something that we think is generally acceptable now. Um, and isn’t charity supposed to be an incubator for these new ideas and, uh, changes? So it’s tricky. But again, we want to have multiple perspectives on this, not just sort of one generation’s perspective on this or just older generations perspective on this. We need to have the younger generation’s perspective because ultimately they’re going to be the ones that control that law

[00:49:09.09] spk_0:
that feels like a pretty good place to leave things. Uh, is there anything else? But I’ll give you, give you a last chance. Anything we haven’t talked about that, that you want to, we, we have time if, if there’s something else you want to engage on,

[00:49:49.72] spk_1:
um, maybe just my last thought is, um, for all the generations to respect, kind of what, what we all have to offer. And um this is not meant to be a criticism of older generations. Um uh It’s really meant to say let’s be more engaged. Um multigenerational organizations for sustainability, for understanding for perspectives and just to do uh our jobs uh in a way that’s uh aligned with our values and is as effective and efficient as possible.

[00:49:59.39] spk_0:
Gene Takagi, our legal contributor, managing editor of the wildly popular nonprofit law blog. You’ll find that at nonprofit law blog dot com. His firm is at neo law group dot com and Jean is at G Tak G T A K jean. Thank you so much for your wisdom.

[00:50:21.94] spk_1:
Always a pleasure. Tony Thank you.

[00:51:05.80] spk_0:
Next week, Matt Scott returns with his new book, The High Growth non profit If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez, Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 27, 2023: Your Relationship With Money

 

Rhea WongYour Relationship With Money

What’s your history with money? What are your emotions around money? How do these influence your fundraising? Rhea Wong explores it all, helping you have a healthy relationship with money, and improving your fundraising.

 

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:01:38.16] spk_0:
And welcome to tony-martignetti non profit radio big, non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. And oh, I’m glad you’re with me. I’d suffer with cielos kisses if my mouth got dry because you missed this week’s show your relationship with money. What’s your history with money? What are your emotions around money? How do these influence your fundraising? Rio Wang explores it all, helping you to have a healthy relationship with money and improving your fundraising on tony state to its spring think summer. It’s a pleasure to welcome Rio Wang to non profit radio real helps nonprofits raise more money. What could be simpler than that? She’s raised millions of dollars in private philanthropy and is passionate about building the next generation of fundraising leaders. She was recognized with the Smart Ceo Brava Award in 2015 and New York, non profit media’s 40 under 40. In 2017, we host the podcast, non profit Low down. And her newest book is Get That Money, honey. She’s at Rio Wong dot com. Welcome to nonprofit radio

[00:01:40.37] spk_1:
tony Thank you so much for having me. It is a pleasure. I hadn’t realized how energetic your voices, which is really fun.

[00:01:47.33] spk_0:
I like strong openings. Yes, I don’t like, welcome to this week’s. Yeah. So, yeah, it’s a pleasure to have you and you, and you bring great energy too.

[00:01:57.52] spk_1:
Oh, well, you know, I, I guess it’s a comment among New Yorkers like us, even though we’re currently, neither of us is currently in New York City, but there’s a vibe there.

[00:02:08.66] spk_0:
And you’ve done stand up comedy too, haven’t you?

[00:02:11.52] spk_1:
Well, I’ve attempted to and have bombed on many stages. Yes.

[00:02:20.91] spk_0:
Okay. I’ve done the same. I don’t have some bombing. But you, you even, I heard you say to someone that you did some online, some virtual

[00:02:38.94] spk_1:
tony doing online stand up comedy is just the worst. Like, I mean, you’ve done some stand up yourself. So, you know, it’s not easy to stand up and tell jokes, but it’s exponentially harder online during the days of the pandemic. We tried to do a couple of comedy things and it was just terrible because everyone is on mute. You all use your black boxes and you don’t get any laughs and you have no idea if it’s because you’re not funny or because everyone’s on mute. It’s a killer.

[00:02:57.10] spk_0:
I can imagine. That would be very hard. I, I’ve never done virtual stand up. I’ve always been in clubs in, uh, in, I guess all in Manhattan. Yeah. Um,

[00:03:08.22] spk_1:
lower Manhattan kind of a guy.

[00:03:10.68] spk_0:
Was more. Midtown Gotham. Gotham. Gotham. Yeah. But,

[00:03:15.97] spk_1:
yeah, good for

[00:03:24.09] spk_0:
you. Now, you know, we’re talking, we’re talking, uh, multi, uh, Multi comic shows like eight or 10 comics and we each get six or eight minutes. You know, I’m not a headliner. The most I’ve ever been paid for. One show was $20.

[00:03:33.98] spk_1:
So. Oh, well, at least you got paid. I usually have to pay to perform. So. Okay.

[00:03:39.48] spk_0:
Well, I should introduce you to the guy who produces the show that I used to be in. You may, you may want to know him.

[00:03:45.39] spk_1:
Well, that would be fun. I mean, I haven’t made my way north of 14th street quite yet, so we’ll see. All

[00:03:51.97] spk_0:
right, don’t uh it’s not a frontier anymore. Midtown, not midtown, but downtown 20 23rd Street. Yeah, Gotham Comedy Club. I think it’s 20 23rd.

[00:04:01.03] spk_1:
Well, I have to tell you the pandemic. Definitely put a bit of a damper on my budding comedy career. So we’ll see about getting back to

[00:04:07.89] spk_0:
that. Well, the point is you bring great energy, wherever, wherever it comes from. So,

[00:04:12.91] spk_1:
thank you, tony

[00:04:14.35] spk_0:
Let’s, let’s introduce this to folks. You’re concerned about our relationship with money and how it impacts our fundraising influences. You know, how well we do, how well we comfortable we are talking about giving, what, what are your concerns about money? Relationships?

[00:05:31.17] spk_1:
Well, let me, let me back up a little bit. So I started as an executive director at the age of 26. And like a lot of folks in the nonprofit field, I was an accidental fundraiser. Right. So many of us don’t receive any formal training and how to do this thing. And over the course of, you know, the 10 plus years as an E D I had gone to a lot of training, you know, I did all of the training and I went to the Fancy Columbia program and the Fancy Harvard programs. And, um, and they would give me the nuts and bolts of fundraising training or how to do the ask for things like that. But I just felt so uncomfortable with it and I could never really figure out why. And then, um, and I really credit General from mcrae at, at Harvard for this, but I started to unpack my own relationship to money and there was no other place that I had ever been a part of no other training program that actually unpacked the relationship to money. And so we’re in the business of money. We’re in the business of fundraising. We’re in the business of talking to people about money, but we never actually examine our own stuff with money. And as we know in our society, money is so fraught with emotion, money. People have so many complicated feelings about money, whether you had a lot growing up where you didn’t have a lot growing up. We all have this baggage and I just thought, isn’t it silly that we’re in the business of money? But we don’t actually talk about our own feelings about money. So that’s really where it started for me.

[00:06:00.48] spk_0:
And the sense too that there isn’t enough money for our nonprofit, there isn’t everybody else seems to get the big gifts. Where, where does this, where do these feelings? Where does this relationship with money come from?

[00:07:59.76] spk_1:
Yeah. So, okay, this is such a long winded answer. But so I think to start with, in the nonprofit sector, we have a real problem with scarcity mindset. And so what I mean by that is, I mean, even the name non profit starts in the lack of not profit as opposed to social change or social, the social sector. And so the thing that I really came up through in the nonprofit world is this kind of culture of scarcity of this knee jerk reaction like we can’t afford that, you know, that’s not something that we can do, we can’t pay our people. Well, we can’t, you know, hire the people that we need, we need to keep budgets artificially low. But right, like it’s always about coming from this place of scarcity and not enough. And, and really also this sense of, you know, there’s a lot of comparison to, to your point, you know, well, how come that non profit got that big check on. How come they get the nice office space and how come they’re doing better than we are. We’re just as good. And so that’s the first thing I think as a sector we really suffer from that and then individually we bring our own stuff to the table. Right. So we all have stuff around money. Like when I grew up, even though I grew up in a middle class family here in San Francisco, um you know, my family are immigrants and so there’s this real mentality of we have to fight for what we got. You know, we have nothing to spare. We and if we do have any extra money, it’s going to be, you know, kept within the family and we’re gonna afford it, we don’t have enough to give away. So, on top of the culture of the industry, I found myself in which was a real lack mentality. I also personally came from a lack mentality. And so no wonder why talking to people who had wealth felt very uncomfortable. I felt like I was begging, right? I mean, we’ve heard this so often like I just felt like and no wonder so many of us burnout in the sector because we’re coming from this place of survival. So can I take a step back and talk about brain chemistry for a second?

[00:08:21.51] spk_0:
Yeah. Yeah. Okay.

[00:09:08.26] spk_1:
I promise it will. No doubt too much. But our brain essentially only ever operates in one of two modes. It’s either survival mode or executive mode. So survival mode is exactly what it sounds like. We’re constantly like fighting were reacting or believing that there’s not enough for me. I gotta fight for what’s mine exec mode is when you’re prefrontal cortex is being engaged. And that’s really when you get to the space of what they call flow state, you know, that’s where generosity, creativity, um kind of feeling safe lives. And so because as a sector, as individuals were operating so often in the survival state of the brain, we’re always operating on this adrenaline pumped high cortisol state of mind, which eventually will burn us out. But if we can actually shift our relationship to money and shift our relationship to the work so that we’re operating more often in exec mode, we’re not running on fumes, we’re not running on that kind of desperate what I call hustle culture energy, which ultimately is how we burn out.

[00:09:43.92] spk_0:
Okay. So these two states survival executive, Okay. So really just two states, that’s all we have in mind. Survival and executive hope, hope I spend 99% of my time on executive mode.

[00:09:55.74] spk_1:
Well, on average, most of us spend about 70% of our time in survival mode. So when, when you meet people

[00:10:04.20] spk_0:
from below that average,

[00:10:51.10] spk_1:
well, yeah, I hope so too, but we’re all humans. Um So, and, and I think particularly in New York, I would say like maybe 90% of the people are in survival mode. But, you know, when you meet people in your world, let’s say, and you find them to be like, really reactive or like they fly off the handle or they, you know, they get mad about little things. It’s most likely it’s definitely that they’re operating in this survival mode, right? They are literally believing that they are fighting to survive that it’s a life or death situation. And so people act irrationally, they act emotionally. Whereas when you’re operating in that executive state, you’re just a lot calmer, you’re responsive, not reactive. And so if you don’t know this, if you’re not even aware of the fact that there are two different states that you could be in, then by default, you’re probably operating in survival state.

[00:11:24.45] spk_0:
Let’s go back to individuals, histories with money, not necessarily real Wong’s history in her family, but our own history. So we’re, it’s conjuring up, you know, like how generous your um your loved ones were, whether, you know, whatever kind of structure you grew up with family or otherwise. Um Whether they felt like there was never, never enough to do something or they, whether they challenged you on your own decisions about spending when you were young, you know, things like that, right? We’re sort of conjuring up the histories, our own histories.

[00:14:17.57] spk_1:
Yeah. So, so, okay, let me give you an example. Um So in my family, like I said, I was, I grew up in a middle class family in, in San Francisco. But I think the ways that you can start to unpack, what are the stories I have about money is you even think about things. Like, what did you hear in your family growing up or what did you witness in your family growing up or what kind of stories that your family tell? So, in my family, it was always like, oh, who do you think we are? The Rockefellers or money doesn’t grow on trees or? You know, I would see my parents like, it’s very funny, my parents are very different purchase money. My mom is a scrapper and savor my dad is a saber, but then he’ll randomly splurge on things. And so, you know, we didn’t really talk about money unless it was in the context of we don’t have enough of it or hey, look at those people that are so rich. And so part of the challenge that I really want people to go on is to start to think about what are the stories that they grew up with around money? And where did those come from? And oftentimes the way that we learn about money comes from, our family comes from our parents and it comes from their parents. But the way that a lot of people learn about money from their parents are sort of depression era. Like my parents learned about money from their parents who grew up in the depression of our immigrants to this country. The thing is we’ve not updated the stories about money and we just accept the things is true because, you know what a belief is just a thing that we think again and again and again, and if we’ve ever challenged that belief, then we just think it’s true without any question. And so a lot of the common money beliefs that I came up with was like, money doesn’t grow on trees. It takes money to make money. The rich get richer, the poor get poorer. Uh, you gotta work hard for your money. You know, these are a lot of the common things and I started to take a step back and be like, well, is that actually true? I mean, is that, is that true from what I see? And is that true for me? Um, I mean, the truth is, I know a lot of very wealthy people and I think actually this is one of the biggest myths is, you know, people with money are different, they’re, you know, somehow they’re meaner, they’re kinder, they’re smarter, they’re just different than me. Right? The truth is people who have money are the same as you, they just have more money. And I think people attribute money as a way that changes people. I think money is just an amplifier of who you already are, right? If you’re a kind person without money, you’re going to be even kinder with money. If you are like kind of mean and stingy person without money, you’re going to be even more so with money, right? So it’s not, isn’t fundamentally change who you are just amplifies more of what you already are.

[00:14:39.06] spk_0:
How do these stories around money? Which create our beliefs, influence our fundraising?

[00:14:43.39] spk_1:
Oh, very simple. So, tony What’s a story that you have about money?

[00:15:58.65] spk_0:
Um It was repaying a stranger who helped me buy a Mother’s Day plant when I was about seven years old, she was the cashier at what stores that used to be called? Woolworth. Uh And I bought a plant that I didn’t quite have enough money for like maybe it was a dollar 50 and Or $2, let’s say, and I only had a dollar 50. Um and I told the story to my mother when I gave her the plant and then my, my mother and my father brought me back to the store, politely, kindly, kindly not, no, no retribution but to, to give the cashier lady her 50 cents back to thank her for giving me money to help me buy a plant for my mother for Mother’s Day. So it was sort of, you know, that you, I guess if you return generosity, you know, and yeah, that you, that you return generosity. I was thinking that’s a very sweet story. My parents weren’t mad or anything like that. They just, they wanted to teach me that you, you let someone know how, how thoughtful they were and you repay it if you can.

[00:17:48.59] spk_1:
Yeah, that’s such an interesting takeaway because I, you know, you could make that story being a lot of different things. But in your case, you made that story being that people are inherently generous and it’s our job to give back if we can. And hence you are also in fundraising and plan giving, which makes perfect sense like people who want to leave their assets after they’ve passed on, you know, in many people’s cases. So let’s say I grew up with an idea of like, well, you know, money is hard to come by and people aren’t really that generous. If that’s my belief, the way that I approach fundraising is through the lens of people don’t really want to give. But, you know, somehow it’s going to be my job to convince them to give or somehow, you know, there’s some levels like manipulation and coercion or maybe like there’s this feeling of like I’m asking them to do something they don’t really want to do, right? And so I’m going to bring that kind of energy to the ask as opposed to if I had a different belief, if my belief was people love to be generous. People love to be in community with others who care about a particular cause. People love to give to this cause that provides meaning and purpose in their lives. And I come to the ask with a completely different energy. It’s almost like it’s almost like dating. I love a dating analogy. But so tony Like, if I believed that, you know, I couldn’t catch a date and, like, nobody wanted to date me, how do you think it’s going to go for me if I’m out in the dating pool and I’m trying to ask for dates, like, I’m gonna be kind of like desperate. Right. Kind of sad. But if I had a belief about myself, like, I’m awesome. And you know, I just want to find a partner who is as awesome as I am so that we can be awesome together. I bring a different energy to the table. And so what I think about our relationship to money is it really impacts the kind of energy and the kind of perspective that you bring to the table when you ask people to partner with you, you’re either coming from a place of being on your knees or you’re coming from a place of being on your feet.

[00:18:16.22] spk_0:
I think it’s valuable to think about how we feel when, when we give it feels good, it activates, we’re talking about the brain, it activates pleasure centers. It’s the same pleasure center that is activated when you eat chocolate. Or you hear good news I’m putting on the spot. Do you know what part of the brain that is? I, I used to know but I

[00:19:23.29] spk_1:
can’t. Uh so, so it’s actually the same part of the brain that exists where family and love lie. So I think so they’re like kind of different parts of the brain that process different types of information. And so when people talk about, you know, well, we have to be like really metrics driven and really data driven. That’s exactly wrong because that is a different part of the brain. That’s like the business, the brain. But where philanthropy lies is the emotional part of the brain. So you do have to have the metrics because we use data to back up an emotional decision. But you really have to lead with emotion because you know, in the face of it, philanthropy doesn’t make a whole lot of logical sense. Like why would I give my resources away that I could be using for myself? Right? So like that’s a logical part of the brain. But the reason I do it is because it feels good because it satisfies some kind of emotional part of my being, right?

[00:19:57.87] spk_0:
It feels good. And we also acknowledge people who give understand that the world is a bigger place than, than they themselves. And we’re all in community and we all need to give to support those who, well, those causes that we believe in because otherwise the cause won’t exist. And in some lots of cases, not all missions, but in lots of missions were helping those who don’t have what we have. So we’re giving back to other to those who need more than, than what they have. So, and that, which leads to the, which leads to the Pleasure Center being activated the same as when you eat chocolate.

[00:21:24.61] spk_1:
Yeah. But the point is that all of those reasons are largely emotionally driven, right? It’s like you can put some kind of intellectual afterthought on it. Like, well, yes, of course, it makes good business sense because X Y Z and if like, if we have no plan it, then how am I going to make money? Right. But deep down inside, we’re moved by this idea of like, could I live in a world of my Children to live in a world where there are no wild animals and there’s no clean oceans and there aren’t rainforests. No, I don’t want to live in that world, right? And that’s all deeply emotional. So all to say to get back to the original question, not only is philanthropy, deeply emotional, but feelings about money are deeply emotional. And so if I haven’t examined as a fundraiser in my own relationship to money and what I am bringing to the table, it, it complicates the issue, right? So if I can successfully unpack all of the stuff that I believe about money, then I am just a conduit for my donor’s wishes because here’s the other thing, wealthy people also have stuff with money just because you have money doesn’t mean you don’t have money, stuff. Right. And so if you as a fundraiser, have not unpacked your stuff with money and your donor also has not unpacked their stuff with money. Both of you are kind of sitting on this invisible pile of baggage with this space between you in a room.

[00:23:30.51] spk_0:
It’s time for Tony’s take two. It’s spring. I hope you’ll start thinking about your summer. It’s the time to start making plans for yourself so that you get the summer rest that you probably need. I mean, I don’t know for a fact, but most of us enjoy summer rest. And if you want to take care of other people, take care of big missions, you need to take care of yourself 1st, 1st, you gotta be, you gotta be in the right mind in a rejuvenated mind so that you can take care of others and, and work. I don’t think that virtual work has taken away our traditional summer vacation rituals. I think folks are still gonna want to have time off in the nicer weather. So take care of yourself, think for your plan for yourself, plan for yourself, family, loved ones, good friends. It’s the time I want you to be in the best state so that you can take care of business, take care of other people. Remember to take care of yourself. That is tony Stick to. We’ve got Boo Koo. But loads more time for your relationship with money with Rio Wang. Alright. So how do we approach that, unpacking our own baggage. How can we change our relationship with money to make ourselves more comfortable, more confident, be standing feet rather than be on our knees and which is all to say, make ourselves better fundraisers.

[00:27:35.72] spk_1:
Yeah. So a couple of key things that I would recommend number one is really take some time to reflect. So I have a couple of key questions in my book, which is, you know, what did you hear in your family growing up with money? What did you see in your family growing up with money? What, how are you with money today? So I actually have a fun experiment I do with people is I have, I call it the wallet test. Look at your wallet. What does it look like? Do you, are you giving your money a nice home or do you have like bills stuffed in? And is it all disorganized? Like that’ll tell you how, how you deal with money? Are your bills stacked up? And do you not look at them or are you the kind of person that really manages your money as a resource? Like the first thing is what are some of the clues that I have about how I think about money, how I interact with money. The second piece would be, what are the stories that I have about money? Right? And then, and then thinking like I’m a big fan of writing things down, but literally writing down like, you know, is that true for me? Is this a story that I want to carry forward for me? And if I, if I do then great, we can keep it. And if I don’t like, what are the things that I can choose to believe instead? Because ultimately, our emotional state is driven by the thoughts that we think and the way that we can change our emotional state is to change our thoughts. So let’s use an example, if my thought is well, people really just aren’t very generous and they don’t really want to give that might create in me a sense of anxiety about fundraising attention, about fundraising, maybe even frustration like, oh but these people should be giving money and how come they’re not giving you money, right? That feeling then creates my, my action. So I might go into an ask me being like really kind of upset or I might, I might talk too fast or I may try to bulldoze someone in and ask that will then create the outcome that I get. So where you can do an interrupt is around the thought process, a start to become aware of the thoughts. So that’s another strategy. And then another strategy is to be very aware of your emotional state. Am I in the survival mode or am I in exec mode? And this is a tribute to my performance coach Eugene Choi, you can label the feeling that you’re feeling. So if you’re starting to be like, I feel stressed or I feel anxious or I feel frustrated, even the very act of labeling that emotion moves the energy to the prefrontal cortex. And it’s really important to think about the words that your using. So I feel versus I am, I am as an identity statement, I feel is a feeling and feelings are temporary. But even the thought of having to think about, what is this feeling that I’m feeling will move your energy to the prefrontal cortex versus the Amygdala, which is your fight, fight or freeze center. And the final tip I have is two. And I know this sounds but really meditation is really helpful. So what meditation does is it slows your brain down a little bit and it slows down the space between stimulus and reaction. And so, you know, so often in our lives, whether it’s about money or other things, we get triggered and we’re often triggered before we even know why we’re being triggered. But what meditation does is it helps you kind of slow your, your thought processes down or at least become aware of your thought processes so that you can give yourself a little bit of time between the stimulus and the reaction time so that you’re reacting or rather responding in the way that you want to like if I’m starting to get really upset about something, if I meditate, if I take a breath. I can start to think like, why, why am I being so reactive about this thing right now? Like, what is it about this thing that is causing a survival state reaction in me? Like why am I believing that this is a direct threat to me in some kind of way? So let me pause there. A lot of different things I offered up. I don’t

[00:28:13.52] spk_0:
think meditation is woo. I think that’s, that’s very valuable meditation. First of all, it’s been, it’s existed for thousands of years. But um in one form, in one practice or another, I, I believe in it very much. Somebody may not recognize my form of meditation As meditation. But I do and I think it’s very valuable to, to reflect. And some, and like you suggested, sometimes meditation might just be 45 seconds.

[00:30:30.69] spk_1:
Yeah, it can be or, you know, even taking a second to take a breath because what happens when we’re in survival state is we start to breathe really shallowly. You know, we are shoulders, get up behind your ears, you know, we tense up. And so even just like that 30 seconds of dropping your shoulders rolling back and taking a breath from your diaphragm will calm you down. So, um one of the strategies that Navy seals use is called box breathing. Are you familiar with this term? So, Box breathing is really fun. It’s breathing in for a count of three, holding your breath. For a count of three, breathing out for a count of three, holding for a count of three. And you just sort of lather rinse repeat. And what it does is it slows your heartbeat down, it slows your breathing down. It helps you become more mindful and it literally just, it gets you into that executive versus survival because in their survival state, our Amygdala are going crazy and we are, we are literally interpreting the world as if we’re being chased by Saber tooth tigers, right? And in our modern day world, like everything is a sabertooth tiger like the news coming at us as a sabertooth tiger, my bus are being laid as a sabertooth tiger, like my coffee being, you know, spilled on me as a sabertooth tiger, right? And so we actually haven’t developed these mechanisms for how to calm our nervous system down uh in our modern world. Like so in the wild, you know, an antelope will get chased by a lion, then they’ll be able to like stand still for a couple of minutes and shake it off and move on with their lives. But we are not as smart as antelopes in the sense. I mean, the great thing about our human brains is that we have long memories and we think about stuff and the terrible thing about human brains is that we have long memories that we think about stuff, right? So like we can continue to be traumatized by an event that happened when we were two years old, even though we’re grown ups. But we relive the thing over and over and over again and we let that thing dictate the rest of our lives. And the truth is, it’s never about the thing that happens to you. It’s about your interpretation of the thing that happens to you.

[00:30:49.23] spk_0:
Okay. Well, let’s flush it out a little bit more. This is all very interesting. Um It’s never the thing that happens. You would see interpreter. Yeah. Well, right. How you felt or how you continue to feel about about that episode.

[00:30:53.91] spk_1:
Not just Yeah, well, not just how you felt about the episode but but what you made that mean about you,

[00:31:02.41] spk_0:
what you made it mean. Yeah. Alright. The baggage that you you heaped onto the incident. Yeah.

[00:32:04.70] spk_1:
So let’s take, let’s take an example. So let’s say you are carrying around, you know, a memory that you had when you were a kid where your mom yelled at you for something again. I’m just thinking of an example. Now, one interpretation could be you can make it mean that oh mom was just having a bad day and she was reacting in her own survival mode and that wasn’t really about me or you can make it mean there’s something really wrong with me like I I am a bad person. I do bad things and I never do anything, right? Those two interpretations for the same event can have very different impacts for your life, right? And so inherently, we have to really unpack all of the meaning that we’ve made about the events that we’ve had, whether it’s about money or other things and how we have let that event created a, You know, an influence over our entire lives. And oftentimes the things that happened to us are usually from like 0-3. And we, we make meaning of those things that we then carry forward for the rest of our lives.

[00:32:19.73] spk_0:
What do you mean when you say 0-3?

[00:33:27.76] spk_1:
So like, so 0-3. Yes. So 0 to 3 is when your brain is, is developing the most rapidly to that. That’s for like, yeah, sorry, sorry, 23 years old. Yeah. No, sorry. 0 to 3 years old. So those early years are are critically important and usually what the things that happened to us are, the things that in those early years are usually the stories that we carry around most um most deeply and um forget it was going to say, but essentially we need to think about unpacking those, those stories that we made it. You know, I remember what I was gonna say and inherently a lot of the stories that we tell ourselves um that are negative usually fall into one of three buckets. It’s usually like, I’m not good enough, I’m different. Therefore I don’t belong or what I want is not available to me. Mm.

[00:33:28.31] spk_0:
Okay.

[00:33:31.30] spk_1:
And I can see your your wheels are turning. Let me pause there

[00:33:34.28] spk_0:
because I’m thinking about I’m thinking about my own story. So now I’m feeling like Howard Stern like what was your story? Tell me a story but I’ll I’m not gonna put you on

[00:33:43.63] spk_1:
your story. I’m

[00:33:49.56] spk_0:
thinking about a story when uh I called my mama bitch.

[00:33:51.83] spk_1:
Okay. How old are you?

[00:35:26.14] spk_0:
Probably around the same age as the tender mother’s day plant story. In fact, we lived in the same apartment on Orient Way in Rutherford, New Jersey. So I was probably 567, maybe 55. You probably don’t know the word bitch was probably 678 somewhere even six. You probably don’t know it. Seven or eight, I’d say seven or eight. And uh my dad, my dad is the one who yelled at me when he came home from school. He was, he was a teacher. So, and you know, just for years, how could I have? How could I don’t think it fits into one of your three paradigms? But you know, how could I have been so terrible to call my mother? I’m a bad person. I like to call my mother a bit like that. I’ve gotten over it now at 61. Just what time is it? It’s a little after three. I’m over it for about the past 20 minutes. No, but for years that really made me just, yeah, I just feel terrible about what I, what I had done. I don’t know if it made me feel terrible about myself, but certainly about what I had done. I don’t remember what it was. She obviously triggered me. It was my mom’s fault. There’s no question about it. She triggered me as a seven year old and I reacted appropriately. I think that’s, that’s my interpretation. Now, at 61 I was perfectly justified and well within my rights to call her bitch, she, she, she wound up and, and like I said, she active, triggered me. So, so I’ve come full circle about that or not full circle. I’ve got 1 80. If I was 33 60 I’d be back where I was. I’ve gone, I’ve done 1 80 since then. So that’s my little story of carry that with me for a long time.

[00:36:51.16] spk_1:
Yeah. Yeah. Well, and it’s interesting to, to, to think about like, what did you make that mean about yourself? And so, you know, and generally speaking, like these formative moments happen earlier, but essentially, if like, let’s say in your case, you made this mean, oh, like I must be a bad person because what kind of person says such a thing to his mother, right? You know, I wonder what that inspired or influenced you to do in your life that you would necessarily otherwise have done without the belief that I’m a bad person because I did this thing or said this thing about my mother, you know, so to bring back to money, like if we have a deep belief about money, let’s say there’s not enough of it, there’s not enough to go around, etcetera, etcetera. Like what does that, what does that mean for me? How does that mean that, how does that affect how I show up in the world if I have that belief? Right? So part of it is really just about reprogramming our beliefs about the world ourselves, our, you know, our money situation, our families, etcetera. Um And once you can start to understand that you can decide how you want to think about things. All of a sudden the world changes completely. You’re like, well, then I can do anything. I could just decide anything about my life.

[00:36:58.59] spk_0:
It’s choice, it’s choices that we make and we’re free to choose,

[00:37:32.35] spk_1:
right? The decisions that we make and look obviously to, I want to be clear that like I’m not talking about losing touch with reality because then you become a sociopath, right? But um you know, often times when we see extraordinary people doing extraordinary things, like I talk about Oprah all the time, like Oprah is a personal hero of mine. How is it that Oprah who you had such a tough upbringing? You know, this little girl who went through some very tough things like sexual abuse and uh you know, didn’t come from money and grew up as a black woman in America. Like, how is she such an extraordinary success in the world? And part of it is like she just decided that that’s what she was going to be. She just decided that she wasn’t going to let her circumstances dictate her future. She just decided to tell herself different stories about herself and I think we can all do the same thing.

[00:37:54.60] spk_0:
What’s a healthy relationship with money? What does that look like?

[00:40:13.51] spk_1:
Oh, that’s such a good question. You know, I think this belief that decent question. Well, money is a renewable resource and I think that’s something that we really have to accept. I mean, time is not a renewable resource. Like it doesn’t matter how rich you are, you’re never going to get enough time on this planet, right? But money, you can always make money. And so I think the the person who has a healthy relationship with money is the kind of person who understands that money is just a resource to be managed like everything else without the emotional attachment to it, right? Like, and I’m not talking about being crazy about money and spending Willy nilly. That’s not what I’m talking about. What I’m talking about is just detaching from the emotional piece about money and just thinking about how to use it as a resource like you would any other resource. And so sometimes with non profit people because of the emotional attachment to money. They often don’t manage money in a, in a way that is not about emotion. So quick example, like I, for example, I offer training and my training is not inexpensive but, and I know you offer training as well, but essentially on this train, you’re like, look, I pretty much guarantee that you’re going to make money. Like there is an R it’s R O I positive, like you can not possibly go through my training and not make more money. And so often I’ll say people were like, well, no, I can’t afford it like, well, okay. So what’s your plan then? Like if you can’t afford this and you’re not willing to invest in something that will help you to make more money, then how are you going to make more money? Right. You’re kind of caught in this loop of I don’t have enough money. Therefore, I can’t invest in anything that will help me make money. Therefore, I will continue to not make money. So I think the smart executive director, the smart non profit execs relationship to money is to think about it again as a resource and think. Okay, well, what is a good use of my money? A good use of money in my mind is either something that will bring in uh roo I something that will save you time or something that will increase operational efficiency. And so when you say things like, well, we can’t afford whatever we can’t afford to bring on new development stuff. Well, is that development staff going to help you bring in money? And if so, you know, is it a 10 X and it’s 50 X is 100 X? Because if that’s the case, then that’s a good use of the money.

[00:40:44.74] spk_0:
And how is this healthy relationship where we’re, we’re treating it as a resource of commodity? We’re making it emotionless. How does that make us a better fundraiser?

[00:42:51.97] spk_1:
Well, I think a couple of things, I think number one, it helps us to talk with people who also have money in a way that is, it’s less fraught with our own emotional baggage about money and more sort of matter of fact, if I can say that, which is like, hey, you know, tony you really care about whatever you really care about clean oceans with this gift, we can do X Y and Z which will help you to achieve your dream of clean oceans, right? It becomes less about me and my stuff and more about like, how can I help my donor achieve what they want to achieve with their philanthropic gift? The other pieces, I think it also gets you off that roller coaster because I think we so often have this, this idea of like, well, if I get the gift, I’m a good fundraiser and if I don’t get the gift of a bad fundraiser, right? And if I’m a bad fundraiser, I make that mean something about who I am as a person. I’m a bad professional, I’m bad at my job. People don’t like me, like you can go down that shame spiral. And instead if you can actually have a healthy relationship to money and even just a healthy relationship to the process itself, then you realize that the the win is the process. Like, did you cultivate your donor properly? Did you help connect them emotionally to this thing that they wanted to achieve? Did you do all of the things? Right? Because if you did, that’s the win because ultimately, whether they say yes or no is beyond you. Like you have no control over them, you you’re not, you know, in their brain pulling the levers, right? And so if we can actually um separate our value from the things that we achieve, like you are a valuable person no matter what. And so if I can stop making my value be connected to the thing that I achieve because if that’s the case, I will never be enough, right? Because I will never like win all of the marbles, but I can be enough by doing the best that I can.

[00:43:01.64] spk_0:
We have inherent value, irrespective of our outcomes acts,

[00:43:28.65] spk_1:
right? When I think that’s hard to in our, in the society that we have because it’s so it’s so driven by, you know, the ranking and like you’re, you’re a better, more worthy person. If you produce more or if you get these better results, right? And so we’re always like constantly chasing the result and chasing the outcome, believing that that will make us a better person and other people will think we’re more valuable and better people. And it’s, it’s a race. You can never win.

[00:43:33.39] spk_0:
What do you say we leave it there?

[00:43:34.28] spk_1:
Really? How do you feel? I think that’s great. Tony

[00:43:50.60] spk_0:
This was borderline therapy for me with my uh my seven year old trauma. Just to wrap up that story. My uh my, my dad is the one who, who punished me and, but I was sure he was gonna hit me, but he didn’t hit me. He just, he was actually quite rational, explained why it’s not

[00:43:57.06] spk_1:
appropriate. Did it, did he make you feel that you were a bad person?

[00:44:23.81] spk_0:
No, I brought that on myself. Well, that I had done a bad, you know, I carried with me for a long time. That story and just how could I have done such a thing to my mother? That was, that was it. I don’t know. I went so far as I’m a bad person, but I did a bad thing left it there for a lot of up until about 25 minutes ago. All right. That was, I enjoyed it very much. Thank you. Thank

[00:44:26.79] spk_1:
you. Thank you.

[00:44:36.24] spk_0:
She’s real Wang. You’ll find her at Rio Wang dot com. Her podcast is non profit Low down her newest book. Get that money, honey, exclamation mark. Rhea. Thank you again.

[00:44:42.70] spk_1:
Thanks. Tony

[00:45:14.75] spk_0:
Next week, Gene Takagi returns if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation, Scotty. You’re with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great.

Nonprofit Radio for March 20, 2023: #23NTC & Is A Social Enterprise For You?

 

Amy Sample Ward: #23NTC

The 2023 Nonprofit Technology Conference is in April, hosted by NTEN. Come in-person or join virtually. Nonprofit Radio will be there. Amy Sample Ward, NTEN’s CEO and our technology contributor, tells us what’s in store.

 

 

Tamra Ryan: Is A Social Enterprise For You?

What are these and how do you decide whether to take one on—or even consider it—at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamra Ryan makes sense of it all. She’s CEO of Women’s Bean Project. (Originally aired December 13, 2021)

 

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[00:01:57.78] spk_0:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your Aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be stricken with Orrico my Adonia if you paint me with the idea that you missed this week’s show 23 NTC. The 2023 nonprofit technology conference is in April hosted by N 10, come in person or join virtually non profit radio will be there, Amy Sample Ward N Ten’s CEO and our technology contributor tells us what’s in store And is a social enterprise for you. What are these? And how do you decide whether to take one on or even consider it at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamara Ryan makes sense of it all. She’s ceo of women’s being project. This originally aired 13 December 2021 on tony state to get in people’s faces again. Again, Here is 23 NTC. What a pleasure to welcome back, Amy Sample Ward as it always is, you know who she is. But she deserves a proper introduction. CEO of N 10 and our technology and social media contributor. Their most recent co authored book is the tech that comes next about equity and inclusiveness in technology development. They’re at Amy sample ward dot org and at Amy R S ward. So good to welcome you back. Good

[00:02:04.79] spk_1:
to have you. Thanks for having me. I’m excited that in a few short weeks, we will not be over Zoom.

[00:02:13.64] spk_0:
That’s indeed true. We will, we will, we will be hugging. So let’s talk about what’s coming up, this little thing. 23 NTC, the nonprofit technology conference in Denver.

[00:02:26.74] spk_1:
Yes. This little thing

[00:02:27.68] spk_0:
that you’ve been uh just occupying a couple, a couple hours a week, I suppose,

[00:03:14.81] spk_1:
Right? Couple of concurrent hours in my mind at all time. Yeah. Yeah, I’m excited. This is, this is the first nonprofit technology conference that’s happening back in person since 2019. However, it is also our first hybrid NTC. So people are going to be participating in Denver. People are going to be participating, you know, from their homes or offices virtually and a number of sessions where both of those people are in the same session at the same time. So we’re really trying to push, you know, push the limits of our own planning to push the A V team’s abilities, all of those pieces, see what Zoom can do all of that and make a conference that feels really great and dynamic and has different options for different people, regardless of how you’re joining or where you are or what comfort level or care needs you might have right now.

[00:03:37.84] spk_0:
So the in person people will be eligible for hybrid or for, for virtual presentations. And the virtual audience is is welcome to join in person presentations, work, working,

[00:04:45.58] spk_1:
not all of them but so at any given session block, there are sessions that are only happening in Denver. You have to physically be in the room presentation or the presenters are all in the room. Then there are sessions that are only happening online if you’re in Denver and you really want to see that session, you can also go online and, and watch it. Um And, and there will be spaces where you could do that as a group to um and there are hybrid sessions which mean there’s a room in Denver, there will likely be presenters in Denver, but there’s also maybe a co presenter online and an online audience. And so we have session hosts and facilitators in both places to make sure that the speakers are confident and comfortable managing all of that and they’re not trying to, you know, watch the chat or see what’s going on in the room. So, yeah, I think it’ll be an experience. I’m sure we will learn a lot. We are open to learning a lot but like, you know, true intent fashion, we will learn out loud with everyone else along with us, you know,

[00:05:07.68] spk_0:
you’re making all the permutations available across, across in person and hybrid. Alright. Wonderful, wonderful. Yeah, like how many sessions are we looking forward

[00:06:19.31] spk_1:
to? Oh, my gosh. 100 and 50 some, I forget the, The, the single digit number there, but over 150 and really incredible keynotes which of course, you know, will be in both places that will be a hybrid. Um and I’m not sure if you’ve never been to the NDC what your uh experience with conferences or sessions are, but we also have different types of sessions. So we have 30 minute sessions which we try to plan during the day for when folks are in the you know, you couldn’t take more than 25 minutes of talking before your brain shuts down. So there’s short kind of tactical sessions. That’s where we see a lot of great um content, like do these five things to your website tomorrow, right? Like really clear to the point and then we have longer 60 minute sessions and workshops um and lots of diverse options in the longer session. Um It’s not just, you know, some conferences are very panel heavy. We do have co presenters so that there’s multiple perspectives and opinions that are being shared, but it doesn’t necessarily mean that a session with two or three presenters is going to be a panel in its presentation, right? It might just be three people facilitating it together.

[00:06:41.88] spk_0:
Uh, the dates, let’s make sure everybody knows when we’re talking

[00:07:06.77] spk_1:
About. Yeah, April 12 through 14th, which is a Wednesday through Friday. Um, we totally know and can just say up front, we know that it conflicts with passover and Ramadan and we welcome the millions in legal fees that we would have had to pay to get out of it. Yeah. Well, it was a product of the pandemic rescheduling where we did have a contract before it felt like people could really come back. And so it got pushed to 2023 and, and we didn’t really have a choice of what that was. So

[00:07:26.09] spk_0:
When was Denver supposed to have been, was it supposed to be 2020?

[00:08:51.96] spk_1:
It was supposed to be 20, early, 2022. Yeah. But we pulled the community and folks just weren’t ready for a big conference yet, you know, which is totally understandable. Lots of folks still aren’t, which is why we have the hybrid and the virtual options. But um at least moving it to 23 meant all communities could have access to vaccines. You know, we have people coming from lots of different countries to the conference traditionally. So I really wanted to make sure that it felt like folks were at a place where they could be ready if they wanted to be to come to the conference. Um, and we have various options in place for folks who may either be feeling like this is their first conference. Um And the pandemic is still happening and it feels really stressful or overwhelming there. You know, we’re asking folks to wear masks, we will have masks available. I have already ordered them to the advanced warehouse, you know, but we also have um more lounges than we’ve ever had so that people can go to a smaller space um and relax or we’ve talked to the Convention Center about having different ways that people can eat, even smaller areas, eat outside, take their food wherever they want to go. So we really are trying to think both of impacts for folks who maybe are trying to um you know, they have observances for whether Ramadan Passover etcetera and we can support how they engage through that or COVID concerns and how we can help them, you know, navigate a big conference with those as well.

[00:09:07.74] spk_0:
I intend never afraid of filling up their

[00:09:09.65] spk_1:
plate. I know technology

[00:09:12.71] spk_0:
wise, accommodation, wise, equity, etcetera. It’s all you take it all on. Yeah, I always admired, I admire it, not admired passively like somebody admires it, I admire it. I

[00:09:57.83] spk_1:
appreciate you saying that. I think, you know, it feels to us like we want to do the work to honor all the wholeness of the community so that everyone in the community feels like they are welcome. It also is the kind of thing where you don’t even realize like how much work it is to make thoughtful accommodations until you really open that door, step through it. You’re like, oh, this is a whole room. This is not like a closet, right? I wasn’t just grabbing a coat. I just went into a whole walk in clause opposite of, of options. So I really just shout out to the accessibility committee which is all community members and they work year round with staff to think about ways that we can make the conference even more accessible and support more community members.

[00:10:47.18] spk_0:
All these are the reasons why I always bring non profit radio to the two N T C. This, this is my eighth or ninth or something like that. Um And so we’ll be on the exhibit floor sharing a booth with our sponsors Heller Consulting. So come see us at 4 20 for 4 20 for a, I’m the A non profit But yeah, so come see team Heller. Very grateful, grateful for their sponsorship of us at NTC. And I’ll be capturing Oh a dozen or 15, roughly interviews that will be on non profit radio in the coming months after April 12-14 and Amy, of course, we’ll get you, we’ll get you in the schedule.

[00:11:00.46] spk_1:
I’ll stop by the booth. Well, yes, I gotta get, I

[00:11:06.95] spk_0:
gotta get you on the schedule because you’re the, you know, you’re all over. So I gotta get, you gotta get you nailed down for for an interview. Yes. Um Why don’t you share with folks? Awesome, awesome keynotes.

[00:11:17.81] spk_2:
Yeah.

[00:12:16.22] spk_1:
Yeah. So on the first day we have Sophia Noble who just launched a new race and gender and technology program, which is so awesome. She’s at U C L A and on day two, we have Messiah Burciaga Hamid who has been a staff and is now the board chair of native land, a tool that folks have hopefully and likely already used when you are looking up whose land you are on. Um And then on day three on Friday, we’ll have what I can only imagine is going to be the most high energy exciting keynote at nine in the morning from Evan Greer. Um She’s the director at Fight For the Future. Um an organization and 10 has partnered with on some of our um advocacy on save dot org, et cetera. So action packed keynotes, lots of great ideas. It’s going to be really good action

[00:12:43.56] spk_0:
packed centering diversity, admire it, admire it. I want to remind folks that N 10 is also known for wonderful food. They spend a lot of time thinking about what the menus are gonna be. The food is always excellent. So if you’re a foodie, you might say, you know, it’s a conference. All right, we’ll get some, we’ll get some rubber chicken, you know, but we’ll tolerate it. No, it’s not. It’s not gonna be the case. That’s not gonna be if there’s chicken. There will be chicken cordon bleu also be vegan options. There will be vegetarian options. There will be

[00:13:29.63] spk_1:
only have 11 day or at least one full lunch menu that is all plant based. Um, and then we have, you know, lots of options. Everything is labeled the full menu in every ingredient is in the conference app. So you can see whatever dietary needs you might have how those are or are not met. Um, and we actually just met yesterday with the catering rep. Um, and slowly watched his eyes kind of glaze over as we were saying, you know, not just, oh, could we have a sandwich instead of this salad? We were saying inside the menu, we see that you’re using this ingredient and we’re changing this specific ingredient and we would like, you know, we don’t need brisket at nine in the morning for our attendees. What’s a plant based option? And every time he said Tofu and 10 staff were like, we’re going to challenge the chef to come up with something better.

[00:13:53.71] spk_0:
Yes, you pay attention to the food. It’s

[00:14:40.73] spk_1:
exactly. And if you’re spending your time in a session, feeling kind of anarchy because you didn’t like what you ate or feeling hungry because there wasn’t food for you. It takes away from your opportunity to learn. So we want folks to really feel taken care of so that however whatever big needs they have and sometimes they’re not learning needs. We know, sometimes come to the conference just to like, find those two other people who have done the thing that they’ve done and feel like they could hear somebody say to them like, yeah, it’s really horrible, you know, but you can get through this project or you can find a new vendor or, you know, whatever it might be. Like, you also have the, the emotional capacity to go take on finding those conversations because again, you’re not spending all your time worrying about. Are you gonna have food or where is a bathroom in this giant convention center or whatever else? You know,

[00:14:54.99] spk_0:
you take care of the, you take care of the whole person, you do the whole people. There’s more than one person attending. Yes,

[00:15:22.68] spk_1:
There is more than one person, which is part of why it feels a little overwhelming because we’ve spent, you know, of course, in 2020, there was no conference and then in 21 and 22, it was a virtual conference, and and there were lots of people registered, which was great, but you never had to necessarily feel the Kind of um feel the size of that many people registered right? The way you do when you see everybody from the stage and you look out at a big room. But we’re, I mean, we’re on track to have close to 2000 registrants. Of course, some of those are virtual. But um that’s a really big number, you know, so we probably have 1500 in Denver um and 500 online.

[00:15:50.85] spk_0:
A lot of people. Yeah, but you’re, you’re, you’re curating us, you’re taking care of

[00:15:54.82] spk_1:
your, we’re gonna take care of.

[00:16:20.92] spk_0:
And finally, I want to remind listeners that this is called the nonprofit technology conference hashtag 23 T C. But it is not a conference that is exclusively for technology folks that, that are, you know, C T O s and technology majors and computer science. It is not, it’s for anyone who uses technology in their social change work. And isn’t that all of us? I mean, unless you’re still on index cards and legal pad and

[00:16:38.18] spk_1:
we welcome you. If you’re still on index cards, don’t be overwhelmed. Come to the NTC. Someone will sit down with you and they will get all those cards into a database for you probably for, for free with like the first month of the CRM for free. Like we just need to get you off those cards.

[00:16:43.23] spk_0:
Alright, hopefully not. But yeah, it’s, it’s not only for technologists for anybody who uses technology. That’s why I love to capture a ton of tons of interviews to share, to share with listeners. All right,

[00:16:56.01] spk_1:
thanks so much, tony I can’t wait to see you in Denver. It’s gonna be so fun.

[00:16:59.82] spk_0:
Absolutely. My pleasure. I’m looking forward to seeing you. Good luck with the conference planning and we’ll see you in about a month

[00:17:08.64] spk_1:
so soon. Thank you,

[00:22:19.99] spk_0:
Amy. Folks. You’re suffering a lackluster host. 15 minutes talking to the CEO of N 10 about the conference that they’re hosting. And I forgot to ask, where’s all the information? Where do folks go to register? You go to N 10 dot org, N 10 dot org gives you all the information. Of course, it’s very prominent on their site. Sheesh. Now it’s time for Tony’s take two last week. I was listening back and I talked about being in person with people again and, you know, I gave you a bunch of superficialities and generalizations. But why I think where’s the detail? Why, why is it joyful and pleasurable and so much better and authentic and real? You know. So I’m listening, I was like, Okay. Yeah, but why, but why I’m asking myself as I’m listening. It’s a good thing I have guests because otherwise the show would, would crash guests who provide substance and detail. Uh otherwise you’d have 45 minutes or an hour of superficiality. Okay. So why this is why a bunch of reasons as a, as a the guy, you know, um the presenter at a webinar, I don’t have to scroll. If it’s a big, big audience, you have to scroll and zoom to see everyone. Not so they’re all there. They’re all right there in front of you. It’s a beautiful watch, the generality that beautiful, watch the generalities trying to give detail and also when I’m sharing my screen, you know, Power point, everybody gets reduced into a little like a 1.5 by 1.5 box. And you can see even fewer people then when I’m not screen sharing. So no tiny boxes, everybody’s visible. I can, I can see the screen, my slide up on the screen, the nice big screen and I can see the people there you are. It’s wonderful. Watch the generalities, conversations, of course, conversations so much easier. Not once. Did anybody have to say? Okay. Well, you go first uh to parse out the delegate out the conversation we’re face to face. It’s just, it’s natural, the natural ness of it. Natural. Nous, the word, the hands, you see the hands immediately, you don’t have to scan the, scan the screen to see a little uh one dimensional hand going up real hands right there in your face. It’s fantastic. We’re generalities. Watch that, watch that the laughter, the groans. You can hear them. People aren’t muted feedback, live live and in person so much easier for the audience to cross talk. It’s, it’s doesn’t work in, in zoom, especially if it’s particularly large. People can’t talk at all. Everybody’s the questions are in chat. There’s another, there’s another reason you can the questions dynamic back and forth. Well, I don’t quite understand, you know, this chat, chat typing and, and audience members were talking to each other. This was I’m going back to uh conference. I did in a Long Island. Yeah, people could talk to each other and, and help each other. I, I don’t pretend to have all the answers. So those are all my reasons. That’s the detail. That’s what you, that’s what you listen to. Non profit radio for detail, not superficiality and generalizations. So if you can, if you get the opportunity and then of course, the lunches, I didn’t even mention just two face to face lunches and of course, natural conversation, not, not delayed. You know, it’s, it’s not no problem if you interrupt somebody’s talking. Well, you know, somebody jumps in, it’s not an issue, everybody can be heard natural, natural. So if you get the opportunity face to face, please take it. Don’t make virtual your default. Don’t go there. That’s Tony’s take two. We’ve got boo koo but loads more time for the uninterrupted is a social enterprise for you. Sit back and get comfy. It’s a pleasure to welcome Tamra Ryan to non profit radio She is CEO of women’s bean project, a social enterprise that provides transitional employment to women attempting to break the cycle of chronic unemployment and poverty while operating a food manufacturing business. She’s a former partner and board member for social venture partners, Denver and currently serves as part time interim CEO for the Social Enterprise Alliance. She’s at Tamara Ryan and the enterprise is at women’s bean project dot com. Tamara, welcome to non profit radio

[00:22:29.12] spk_2:
It’s great to be here.

[00:22:33.07] spk_0:
It’s a pleasure, pleasure to have you. Why don’t you first explain what women’s being project is all about? Because it’s an example of what you and I are going to talk about for a while.

[00:23:32.84] spk_2:
We are a food manufacturing business. We started with Bean Soup in 1989 and that’s where our name comes from. But today we have 50 different food products that we sell all across the country. What makes us Different is that we employ women who are chronically unemployed. So a typical woman we hire hasn’t had a job longer than a year in her lifetime. Though the average age is 38, they come and work for us as for a full time job for 6-9 months. And during the time they’re with us, we teach basic job readiness skills. And then we also, in 30% of her paid time, we teach her life skills, we teach problem solving and goal setting and budgeting and planning and organizing. And so this whole thing is her job for these 6-9 months. At the end, she graduates our program and moves on to mainstream employment in the community. So we’re kind of two businesses were running a food manufacturing business and a human services business,

[00:23:50.43] spk_0:
which is exactly what, what the type of model will, will, will be talking about what I admire about that I found very interesting is that you said it. Um, Well, you’re used to saying it but I want to call it out for 30% of their paid time. The women’s paid time is not spent working. It’s spent learning the soft skills of employment.

[00:24:02.42] spk_2:
Yeah, we call it the you job, the Y ou job. So, she has the bean job and she has the U job and she’s paid for all of it.

[00:24:13.14] spk_0:
Uh, yeah. So I see the value and you’ve had, uh, you’ve had a lot of success with folks, women having jobs longer than a year after they’ve, they’ve, I’m gonna say graduated. But

[00:25:04.10] spk_2:
the project, yes. So we track them at 6, 12, 18 and 24 months and we track them. What makes it easier to track them is that we pay them for those check ins. So we pay them $50 to check in at six and 12 months, $75 at 18 months and 100 bucks at two years to check in with us. And what we found that is that at a year, uh, 95 plus percent of the women are still employed. And I think what makes, what’s significant about that is that again, the women we hire haven’t had a job longer than a year in their lifetime before they come to us. So, what we really want to know is, are we setting them helping them on a path for long term employment? You know, being able to sustain that employment.

[00:25:20.79] spk_0:
So what kinds of nonprofits are? Our listeners are all in small and mid sized nonprofits. So I, I think there’s an ideal subject for listeners, what, what types of nonprofits could consider having a social enterprise as part of their part of their work?

[00:26:38.22] spk_2:
I think organizations that are serving people who are on use, you know, by necessity on public benefits and really who for a variety of reasons, whether it’s because of a felony background or it’s because of uh low education levels or because of the history of addiction, you know, a variety of things that get in the way of, of getting and keeping employment. And so if you’re serving those people anyway, one way to help them in addition to helping them with build their foundation of, of soft skills is to employ them in a social enterprise. So that’s just one way that a social enterprises run. But it’s, you know, it as adults, we learn by doing so it’s a really great way to work with the people that you’re working with anyway, to create a business where you’re helping those same people in the long run. Be able to be successful.

[00:26:41.55] spk_0:
You were a partner of social venture partners in Denver. What, what did you look for when you were investing in these types of organizations?

[00:27:20.17] spk_2:
Well, we specifically in S V P, Denver, we’re looking for small organizations that both needed some funding, but also needed some technical assistance. And the reality is that we don’t, if you’re, if you’re running a human services organization, you don’t necessarily have somebody on staff that has the skills to launch a business. For instance, you know, even to do that market research, to figure out what kind of business that might be um have the operational skills. You’re, you’re running a business, human services business, but you’re not necessarily running say in our case of food manufacturing business. And so S V P really looked for organizations that needed the skill set of our partners and also could benefit from the funding that we were providing that. And then svp’s model, the funding and the, and the technical assistance go hand in hand.

[00:28:14.48] spk_0:
So what, what about organizations that, that uh don’t have the expertise that they need? Uh Let’s, let’s assume most of our listeners are not in Denver. So they don’t have access to S V P. Denver. What, how can they, how can they fill that void? And even just start, like you’re saying, like initial market research, how do they know where to get, how to get started?

[00:30:19.38] spk_2:
Well, every nonprofit has a board and I would venture to say that most nonprofits have business people on their board. So there are a lot of resources either through board members or through people that board members know the one great thing that I’ve observed and I didn’t come from the nonprofit world for my entire career. I was in the private sector before. And what I love about being in the nonprofit world is that there are lots of people who want to help and, and just need to be need, they need help knowing what you need. And so I’ve been, I’ve seen lots of ways we’ve been able to engage uh professionals in, for us in, in food manufacturing, um who have expertise that we need to sit on, say a business development committee and help us look at uh new product ideas. And I think that same concept could easily be applied to any organization that’s trying to figure out what kind of business they might run because that’s the key, you could decide to start a business, but it still has to be a viable business. The just, just starting a business, you’re not gonna get the halo effect of, you know, you’re doing it as, as a non profit and therefore it’s going to succeed all the same market. Um factors come into play that do for any business. And so you, you really do have to still find a viable business that makes sense that is needed that you can price appropriately. Um One of the things about the research for social enterprises or whether or not consumers are going to buy from a social enterprise, whether it’s a product or service. One of the statistics is that all other things being equal. So in other words, quality price, etcetera people more and more have a tendency to purchase products and services from a mission based organization or mission based company. But the most important part of that statement is all other things, other things equal, all other things

[00:30:26.35] spk_0:
being equal. Right? Yes, you have to, you have to be able to compete with your private, enter strictly private enterprise, market driven, profit driven competitors.

[00:31:37.05] spk_2:
Yeah, you have to be able to compete and yet at the same time, you also need to figure out what your Um competitive advantages yourself. So for instance, in our case, we are able to um we’re right now in the holiday season, you know, September to December for women’s Bean project, 70% of our sales are, are made. So, you know, we really peaked during this time of year. One of our competitive advantages is we can bring in volunteers to help us say pack boxes or help us, you know, get shipments out the door or, you know, help with, with prep of product. And um that’s something that is a bit of a competitive advantage because if we were just, you know, in the, in the private sector running a regular food manufacturing operation, we really, I don’t think we could, you know, look somebody in the eye and get and get that kind of assistance. But for us, yes, it’s a way to engage donors to get people really invested, get new customers. You know, there are so many ways that, that bringing people from the community in to help us is advantageous, not just to get the work done, but to get additional support for our organization.

[00:32:13.43] spk_0:
So you’ve opened yourself up to a whole new set of metrics as, as having a social enterprise and we’re gonna get to what, what the relationship is between the company and, and a nonprofit or, you know how that could be set up by different, by different organizations. But, but you’ve, you’ve got to measure, you’ve got to measure the company’s profit and the company’s output and productivity, productivity per employee hour or, you know, whatever, you know, the, the, the key metrics for the business are as well as the social outcomes of, of your graduates and your employee members and your, your,

[00:33:00.64] spk_2:
it’s, you know, I joke sometimes it’s a horrible way to run a business, right? Because we intentionally everyday hire women. We don’t know if they’re gonna come to work every day. I mean, that’s part of their barriers to employment and we work with them and they help, we help them become great employees and as soon as they become great employees, we let them go off and become somebody else’s great employee and we start all over again. Uh and it’s so it’s super inefficient and we also over higher. So if we were a for profit company and we were trying to be as efficient as possible and, you know, squeeze every penny out of our margin. We absolutely would not hire as many women as we do, but that’s not the point. The point for us is to use our business to advance our mission. So we hire as many women as possible as we can justify based on what our sales are going to be.

[00:33:33.96] spk_0:
So, what are some of the things that nonprofits need to think about beyond? Alright. What’s, what’s a viable business? What other, what other factors are important?

[00:33:47.78] spk_2:
Well, maybe the biggest thing is it’s hard. I joke sometimes with our, our team, like if this were easy, everybody do it

[00:33:53.59] spk_0:
do. We really want to do. It is an important threshold.

[00:36:14.38] spk_2:
Yeah, absolutely. And it’s hard because you have to have the ability to entertain two opposing ideas at the same time, right? We need to run an efficient manufacturing business and we also need to deliver on our mission and those two things actually often don’t go together very well. And so being able to both entertain those ideas and acknowledge that perhaps today the business wins, maybe we um the women instead of um spending 30% of today’s time in a class, say financial literacy there on the production for, for the whole day because we have a lot of work to do. But tomorrow, maybe it’s the, it’s reversed and they’re spending the whole day in some sort of training and not making any product at all. And so our job is every day to, to balance that out. Uh And so that’s, I think one of the hardest things is uh is having that ability to understand that if not for the mission, your business doesn’t really exist, but yet your, your business has to be profitable in order for it to make sense and contribute to the mission and, and that, you know, balancing act, you know, is a constant. So that’s part of what makes it hard. I would say another thing is that you, you still have to find all the other. I mentioned this before, all the other market forces still prevail. So if you have a product that nobody wants to buy, you’re not going to have a successful business and there’s no amount of mission that’s gonna forgive that, at least not in the long term. And, you know, at this point, women’s bean project is 32 years old. And I think in a lot of ways, we’ve just been lucky. There was no initial market research that said, you know, being, I think that’s the key to success. No, nobody, nobody did any kind of research at the beginning. Our founder just noticed she was in her late 50s, she’d gone back to school to get her master’s degree in social work. And she noticed a lot of her friends who were around her age were eating bean soup for health reasons. And so she invested $500 of her own money. And bought beans and put two women to work making 10 bean soup. The crazy thing is that still 32 years later our best outing product. Alright.

[00:36:32.19] spk_0:
That’s a terrific story but it’s it’s it’s it’s more or less in what not to do in in determining what, what, what businesses gonna survive because you know you said it, I’m just gonna amplify it. No amount of mission is gonna forgive bad, bad marketing or a bad, bad entry choice or, or any of the, any of the market forces.

[00:36:39.48] spk_2:
Yeah. And I think you also have to have either a product or service that has a decent enough margin margin to sort of forgive the inefficiency. And I also wouldn’t choose food for that reason. Ships sailed for us, but, you know, that’s not the highest margin, um, you know, product category for sure. Right

[00:37:09.12] spk_0:
now food is notoriously low margin. Um, but, you know, you said you gave an example of hiring many more women than you need, then you would, well, maybe then you do need, then you would if you were strictly market driven.

[00:37:15.63] spk_2:
Exactly.

[00:37:23.01] spk_0:
Yeah. Yeah. All right. Um, before, before we move on any other advice about the, the opening questions to talk about with your board, with your leadership.

[00:38:57.18] spk_2:
Well, another aspect of balance I think is, um, it is balancing being opportunistic and, and, um, and not being um, so bullish on an idea that you ignore, um, other signs. So as an example, uh years ago, we were approached by somebody who had a whole bunch of equipment for canning and they were willing to give us all the equipment. Let us have access to the facility a whole bunch of things. But what we really had to analyze and I think this happens actually a fair amount to organizations that are thinking of starting businesses. Somebody thinks I’ve got a great idea. I’ll just give this to them. But the thing was we weren’t in the canning business. We are a dry food manufacturer and what it would have meant for us to start, you know, pivot and, and create another business, you know, really wasn’t worth that. What seemed like a super generous donation. Um It was forgive the pun, but it was a whole can of worms that we didn’t necessarily need, need to open. But that’s an example because when you start talking about this, all manner of people are gonna surface who are interested and willing to help. And one of the most important things you might need to do is say no thank you because, you know, sometimes gifts are not always gifts in the, you know, when it really comes down to it, it’s maybe not the best strategy and it’s sometimes hard not to get all, you know, um starry eyed about something that seems like a fantastic gift. And the next thing, you know, you’re in the canning business and you never intended to be in right now. You’re

[00:40:34.02] spk_0:
doing wetsuits instead of, instead of dry suit. That’s a, that’s a huge pivot. Um And yeah, I mean, that’s, and that’s in the nonprofit, the straight uh nonprofit sector as well. You know, there, there are gifts that come sometimes with strings. You know, if you’ll, if you’ll adopt this, create this program or women’s school, but if you start admitting boys, I’ll give you the seven figure gift. You know, that’s, those are the gift size can be transformational, but that doesn’t mean you, you sacrifice your mission and transform your mission to accept a, you know, a million dollar gift. Um So, all right, but you know, interesting, you know, you, you, you evaluated from the nonprofit perspective, but also from the market force perspective, you know, now we’re entering a whole new business. Now we’re going to be competing with uh Campbell’s, you know, Campbell’s and Hunts and Hormel, you know, whoever, wherever the big, whatever the soup manufacturers are. Um Alright, so value, right? Uh Important lessons sometimes the better answer is. No, no, thank a gracious. No. Alright. Alright. Um Advice on types of businesses that that could lend themselves to this.

[00:41:51.05] spk_2:
I’ll start with um service businesses because sometimes those can actually be really great support for um really great social enterprises and supports for human services organizations. Um The nice thing about service businesses is our very localized so you could serve one community and then an example of a service business might be a uh landscaping business or there are several social enterprises around the country that do uh go to business districts and clean up trash and snow removal and leaf removal and those kinds of things. Again, those are very localized. And what’s nice about that is that you could do it in this city and then maybe you pick it up and you do the same thing in another city. Those are really cool ways to be able to employ a lot of people and engage in, in multiple communities. Uh And there are, you know, other businesses um like uh has control is another one where, you know, that’s a pretty expandable business, um cleaning services, especially in offices and things like that. Um So those are some examples of businesses that actually could be really great businesses for people. And, you know, when you’re selling a service, that’s a really different dynamic than say, you know, consumer packaged goods where, you know, you’re competing with marketing dollars from companies, it’s just much more challenging um area to be in. You

[00:42:21.11] spk_0:
also, you also have the advantage of being able to, as you said, start local. So you can say initially the impact of our work is local. And so there’s a, there’s an appeal to an appeal to the mission with your caveat that uh lots of mission is not going to overcome bad, you know, uh not being competitive market, market wise. But you can say that you have that you have that local impact, at least as you’re, you know, as you’re getting started. And then as you’re suggesting, you know, you can expand.

[00:43:31.94] spk_2:
And I think, you know, if you’re making a product, one of the potential challenges is that if you make a product that in our case, our products consumable, so we can have repeat customers, you know, of course, it has to be a, you know, good quality and taste good and all of those things. But we have customers we’ve had for 30 years and who keep coming back over and over again. If you end up making a product that’s not consumable, the challenges that, you know, say you’re making um uh cutting board, there’s only so many cutting boards, somebody needs or only so many gifts you can give, you know, to other people. And so you always have to be finding new customers to be able to grow your business. And that said, there’s, you know, when you start out, your customer base is so small that the, the world really is, you know, is pretty large of possible customers. But there’s a point at which um without spending a lot of marketing dollars or advertising dollars to get noticed that you really sort of tap out the people you can access. And that’s, you know, so that’s an interesting challenge of making a, a product where you could teach some really amazing skills. But at the same time, you know, you might have a limited customer base.

[00:44:07.91] spk_0:
Can I get these, can I get these meals and just add water? Are they, are they that, that simple from women’s bean project

[00:45:06.25] spk_2:
pretty straight forward like that? So, a soup mix, you would add water, you put it in a safe crock pot and let it cook for the day. And at the end, you are 10 bean soup. You just add a can of tomatoes or you could add, you know, vegetables and a whole bunch of other things if that’s what you wanted. But just to finish off the recipe, it would just be adding a can of tomatoes. We also have baking mixes. And so in that case, it’s everything that you need. You, you would add an egg and some oil or butter and you’ve got brownies or cornbread or stones. Um, so it’s a, the nice thing about like a baking mix, for instance is you don’t have to buy a bag of flour and buy a bag of sugar and all of those things and then have them left over. You can use our mix and use the eggs that you have and the butter that you have. And next thing you know, you made these yummy brownies and you look like a total baker And No 1’s The Wiser, Right?

[00:45:08.39] spk_0:
You don’t have, you don’t have four and three quarter pounds of flour

[00:45:11.61] spk_2:
leftover. Yeah.

[00:45:13.14] spk_0:
Okay. A little digression. But I was interested in and how simple the meals are. Okay.

[00:45:26.97] spk_2:
And they do have an instant. We have, yeah, we have instant beans and rice cups also which literally are adding water. Um And then, and we also have some ready to eat snacks. So you know, just keep them in your desk and you know, nosh on them whenever you feel like it. Okay. So we have a pretty wide variety of different products.

[00:45:39.62] spk_0:
Okay. Well, I’m gonna check. Yeah, women’s bean project dot com. Um So yeah, so service businesses, you’re suggesting service businesses, what else, what else could folks consider?

[00:47:21.99] spk_2:
Well, there’s some great social enterprises. Again, these are pretty localized that do screen printing. So, you know, you think about your inner city and you have your screen printing business, you’re able to employ people and, and you’re able to serve all the companies locally for, you know, their employee T shirts or, you know, races or things like that again, very localized but also scalable as well. Um There’s a really awesome social enterprise out of Boston called More than Words and more than words serves youth 16 to 24 who are either aging out of the foster system or justice involved. And they sell books, they sell books have been donated from the community and the the youth learn the skill of, you know, scanning the I S B N number to make sure it’s marketable and they recycle the books that don’t have uh aftermarket value and then they sell the books that do and they sell both online. They have a couple of bookstores. The cool thing is all these youth, um, are, you know, they’re helping them find homes, they’re helping them with their academic goals, helping them sort of adult, you know, into the community. Yet, at the same time, they’re also learning these skills of running a book business. So they have measurable um uh um outcomes that they have to achieve. They have certain sales goals that they have to meet for their various channels. It’s a really amazing business that um that they’re operating and the youth stay with them for a couple of years. It’s called more than words

[00:47:40.07] spk_0:
back on the service side. I’ve seen copy, copy services, copy and print and print shops.

[00:48:45.73] spk_2:
Yeah, a bank of America actually has their own social enterprise that they operate in the house and they serve people with developmental disabilities or they employ people with developmental disabilities, but they do all the printing for their own needs. Um there’s also electronics recycling. Uh you know, the statistic is that people who are on the autism spectrum have an unemployment rate of about 85%. And, and yet they are uniquely talented to disassemble electronics. So there uh there are electronics recycling organizations that employ people on the autism spectrum to just disassemble and um and then they part of, so they’re providing the employment, they’re getting the donations of the electronics. Um, and in some instances they’re being paid by the companies to take the electronics and then they also, they sell the commodities of all the things that out of those electronics, metals, plastics. Yeah. So, you know, when you think about that as a, you know, we use the term triple bottom line, it’s helping society, it’s helping the environment and it’s um you know, it’s, it’s making money. That is a really awesome example of, of a business that hits at every level. Yeah,

[00:49:07.97] spk_0:
excellent, excellent. Another, these are good, another example or category,

[00:49:39.32] spk_2:
well, there are some social enterprises that instead of employing people provide employment services. So there is a social enterprise that here in Denver that specifically helps people who are bilingual, English, Spanish, get jobs in the community with employers who need people who are bilingual, but that could apply to kind of any language or not even be bilingual, you know. So they, and so companies come to them when they need people who, maybe it’s customer service, people who can speak another language other than English. Um And so again, a service business, but not where they are employing people.

[00:49:58.16] spk_0:
Right. Right. And, and so companies pay for the, for the referral for the screening. Yep, the placement, basically they’re paying a placement fee.

[00:50:51.24] spk_2:
Yep. Exactly. But there’s, you know, there’s just so many different kinds there are cafes that’s a fairly popular kind of social enterprise. Um Here in Denver, we have a cafe called um same cafe and same stands for. So all may eat and they, it is a pay what you want model. So you walk in and the menu is listed for the day and you decide how much you’re going to pay. Yes. And, and so you might be sitting down and having, you know, decide that you want to pay $10 for your lunch. But you also might be sitting next to somebody who is, um, experiencing homelessness and didn’t pay anything. And if you decide if you don’t have any money to pay for your lunch, then you work in the kitchen or you clean or, you know, do dishes and, and so again, it’s a really cool concept that serves people all, you know, it’s beneficial to the community at multiple levels.

[00:51:24.99] spk_0:
Um So, all right. So we talked about services, some, some product. I love the recycling example too. Any anything else before we, before we move on to organizing these, these entities?

[00:52:56.39] spk_2:
Um, well, the last one I’ll mention is one that’s been around for a long, long time, like women’s bean project. It’s called Grace and Bakery there out of Yonkers, New York. And they make the brownies for Ben and Jerry’s ice cream. So a big, the bulk of their business is brownies for Ben and Jerry’s. They also have now gotten into doing some retail sales and corporate sales. So you might see your, your listeners might have seen them in some, for instance, Whole Foods at sort of a point of sale or point of purchase with a little brownie. And it says these brownies changed lives, but Grayson is a for profit company. So this is a nice segue into the next part of our conversation. They are actually a B Corp, a benefit corporation and they, they have an open hiring model. So instead of specifically going out and trying to recruit people experiencing chronic unemployment, like we do, they are always accepting applications and when they have an opening, they just hire the next person on the list. So they hire, they don’t, you know, interview or, you know, look at qualifications, they just hire the next person and, uh and you know, so they will have more turnover than a normal company would, but they’re also within that community in Yonkers. They’re, they’re really changing people’s lives give by giving them an opportunity for employment that they might not otherwise have had.

[00:53:42.47] spk_0:
Okay. That’s interesting. Now, first that’s Grayson Bakery. These brownies save lives. Okay. So listeners, we might, we might see those at, at checkout sounds like point of sale places. Okay. Um But then, you know, there’s the issue of, you know, giving a job versus teaching job skills in addition, like, like, like women’s being project is doing, it seems to me that the, the uh the training beyond the skills for the job is more empowering than then giving a job and, and just giving a job.

[00:54:13.22] spk_2:
Well, I think that’s consistent with our philosophy at women’s being project that there are because we acknowledge that there are lots of things that get in the way of somebody being able to um get and keep the, and keep, I think is the important part, right? Like, you know, we prior to the pandemic and I think we’re back to a um there’s a lot of jobs but um and so you could go from job to job to job in an environment where there are lots of jobs. But the important thing is, are you going to a job where you are a contributor where there’s opportunity for advancement and benefits and all the things that make it more of a career than just a job? That’s what we’re trying to do and how we’re trying to change the are the women we serve, that’s the trajectory we want them to be on when they finish.

[00:54:41.79] spk_0:
All right. So, you know, of course, different missions just like nonprofits that Grayson has uh has a different model but, but their, their generously hiring, they just hire the next person on the

[00:54:49.63] spk_2:
list.

[00:54:53.20] spk_0:
So, alright, so yeah, as you suggested, and I want to talk about the, how to organize and structure these, we know what’s the relationship listeners already are in non profits? Most of our listeners are, uh you know, how would, what would that relationship look like if they did start a social enterprise? Well,

[00:55:11.40] spk_2:
I know as, um as the interviewer here, you, you will hate to hear this answer but it depends.

[00:55:18.35] spk_0:
Listen. Now, don’t hold back on, don’t, don’t, don’t tell listeners of nonprofit radio What you think they want to hear? It’s an educated self selected group. So, yes. So it’s nuanced answers are, are very

[00:58:28.78] spk_2:
welcome. Well, it, it does depend and it depends on what you want to do and how you might want to structure it and, and honestly tolerance, risk, tolerance of your board and you know, of your team. So, um women’s Bean project is a 501 c three. A big reason for that is because we were founded in 1989. And if you wanted to do good, that was the choice, right? That’s all you had. Um Today, there are lots of different structures you could or opportunities, you could be a for profit company. Um and, and become a benefit corporation B Corp, you could be a subsidiary of a nonprofit. Um You could be an LLC, you know, there are just so many different ways. And so generally what I tell people is first figure out what you wanna do, then figure out what the corporate structure makes the most sense. What I will tell you is that I wouldn’t necessarily change our corporate structure because we’ve made it work for ourselves. Our, the way we have structured ourselves by having sort of everything under one roof. The huge job and the being job is that we’ve, what that’s done is that it has allowed us to have a mixed revenue, uh pie, so to speak. So, about 60% 60% of our operating budget comes from our product sales. What that does is it supports the business, it supports women’s time while they’re working in the business. And it’s, you know, gives us the ability by the beans and the flour and all those things and makes a small contribution to our program operations. And then we fundraise to SAPO program operations because again, when a woman is in a financial literacy class or working on a resume or even in job search looking for the next job we’re paying her still. So we fundraise to both support those classes but also to be able to pay her and, and because we’re 501 C three, we have the ability to do that. It also probably gives us a little bit of wiggle room in terms of our inefficiency. You know, I would, if we were, if, if all of our revenue had to come from our product sales, we would probably have to compromise the mission a little bit and hire fewer women because we have to run, you know, a business with much better margin than we currently do. Yeah, but I will also say that there are plenty of situations where the a board of a nonprofit, they might be interested in this idea of having revenue, that’s basically unrestricted revenue. But they don’t want to risk the larger organization or they do or they wanna just sort of run it on the side as sort of a separate entity and maybe not have it be a distraction within their main business, so to speak. There, there are risks in that as well though. I’ve seen lots of uh non profit big human services organizations that run social enterprises and they sort of treat them like the red headed step child and, and look at them like, what have you done for me lately? Little, you know, business. Why are you not contributing more when the reality is they’re kind of stifling the growth of that, that business? Um And, and perhaps, um you know, causing it to, you know, not prosper um

[00:58:55.69] spk_0:
like a mistaken, well, not only organization but just in, in culture, you think that the way board members and I guess the organization collectively thinks about its, its social enterprise as, you know, as, as uh the ugly step

[00:59:22.60] spk_2:
child. Yeah. And that’s the risk, right? If of creating a structure where you sort of set it off to the side, I mean, I understand that sometimes that’s done to avoid risk, but sometimes it creates more risk for the survival of the business one of the things I worry about having been in this field for a long time is that, you know, uh, we’ve now come to a point where social enterprise is kind of cool. It’s kind of come into its own. I joke that it’s like women’s bean project has been wearing a velour tracksuit for 30 years and now suddenly velour track suits are in. But, you know, so, yeah, exactly.

[00:59:49.52] spk_0:
Long enough they’ll come, they’ll come, my dozen bell bottom suit will come back.

[01:00:16.43] spk_2:
It turns out that’s happening for social enterprise. But what I worry is that organizations will start a business and do that and sort of cut it off at its knees and not even maybe recognize that and it won’t survive and then they’ll look back later and say, yeah, we tried that. It didn’t work. But I, I can tell you that if it’s not always because it’s a bad idea that it doesn’t, it could be because you just didn’t give it the opportunity to flourish. We in the nonprofit world are notoriously risk averse. That’s not a news flash to anybody. I know. And, and so the challenge is to be willing to take some risk and balance that risk. You know, it’s a risk reward ratio in the business and balance that risk a little bit. Um With um with what the benefit could be long term,

[01:00:44.61] spk_0:
You started to transition again. I love it the way you segue easily uh, lessons, you know, lessons learned things to look out, for things to be sure. You, you’ve considered, you’ve been doing this for 30, what, 32 years? 32

[01:03:17.35] spk_2:
years. Well, I, I often say we have 32 years worth of mistakes. We could totally help somebody else avoid and leave them free to make all their own mistakes. Um, you know, it’s, it’s, I would say the lessons learned are consistent with what I’ve been saying, which is you really do. Um If you want a social enterprise to survive, you really do have to embrace it as, as being a means through which you’re going to deliver on your mission and not set it on the side and say, well, you know, someday you’re gonna make me some money and I’ll be able to use that money to advance my mission. They have to be interwoven. Um So, you know, we don’t exist to make bean soup yet we can’t exist without it. And that idea that the two are inextricable um is the probably the most important thing. And the most important, honestly, lesson that I’ve seen, I, I watched a social enterprise um be formed out of an organism um that was providing initially providing the same service for free. And then they formed the social enterprise to monetize the service, but yet they kept offering the service. So they had this business and they kept offering the service for free. So yes, and um and then eventually decided that the social enterprise wasn’t working and the, the problem I thought, you know, it’s, it’s easy. Monday morning quarterback, admittedly, but um you know, was that they set it up to be, you know, be its own competition. So of course, it was, there was always going to be that tension and that conflict. You’ve got enough tension and conflict just trying to advance your mission and advance your business without setting yourself up for failure. So um you know, that’s another lesson which is be prepared for there to be tension between the business and the mission, but be okay with that because that’s part of what you’re doing is you’re, you’re trying to change the world by using market forces. Uh And you know, we are, we’re a country of consumers. So let’s take advantage of the fact that we are a country of consumers. Everybody needs to buy products and services. So what a great opportunity to um to to for lack of a better word, exploit that

[01:03:32.91] spk_0:
I love the way you say you’re working to change the world by using market forces. Um Alright. Any anything else you wanna, you wanna leave folks with anything that we didn’t talk about that you feel is is important. Anything I didn’t ask about,

[01:04:43.97] spk_2:
you know, I would say that the last thing would be that if you are thinking about um starting a social enterprise, start looking at other models and seeing what other groups are doing and especially if they’re localized, there’s, you know, there’s no reason to that, that you wouldn’t be able to learn from their mistakes. Um So, you know, we have, I’ve been asked often whether or not we would expand women’s bean project out of Denver across the country. What we have chosen instead is to be more open source where we look forward to sharing the things that we’ve learned. Because I think ultimately, if we want to lift up the whole field, not just, you know, a grand eyes, women’s bean project, that’s not our goal. Our goal really is to help other organizations create or prosper with their social enterprises, not just, you know, have us get bigger and bigger. There’s enough need to go around. What

[01:04:46.67] spk_0:
about social enterprise Alliance? Is that a resource for

[01:05:01.69] spk_2:
folks? It absolutely is. And that might be a great place to start to figure out what is out there. They have um Social enterprise Alliance has uh you know, members all over the country who are involved at various levels of social enterprise. So they might be running social enterprises that they might be consultants. So social enterprise, um if you need an attorney to talk with, for instance, about what your corporate structure might be, there are resources there. Um But the nice thing about that is if you’re in the initial stages of just doing research is a great place to start.

[01:05:31.38] spk_0:
Okay. Good value. You can have conversations with folks. You can, you can, it’s a good place to start your research and, and, and grow. If you decide to mean, you might start your research and decide it’s not really, you know, you can’t tolerate the risk or the tension. Uh It’s just something you don’t want to take on, but at least you do it, make that decision informed.

[01:06:43.52] spk_2:
Yeah, I always think that fear is not a reason not to do something, right? Like you can acknowledge the fear and sort of do the things that, that you need to do to um to try to overcome or, you know, address the fear. But um staying noticed something just because you’re afraid, it’s maybe not the best reason. Um And I think also, you know, we have a tendency to sit at the, at the starting line and try to anticipate all the problems we’re gonna have and, and I guarantee, first of all, we’ll be wrong about what problems we think we’re gonna have and, and whatever solution we decide is gonna not be appropriate for whatever problem you end up having. And so ultimately, you just gotta start and, and have faith that you have gathered the resources and the expertise enough that you can address the problems as they come up. But I think that that tends to be and in my experience just going to lots of, you know, speaking on lots of panels and talking with lots of organizations that are thinking about starting social enterprises is they, they often get stuck at that starting line and have a hard time pulling the trigger. Um The reality is it might not work. But think about, I, I think you learn more from failure than you do successful. A lot of times.

[01:08:06.92] spk_0:
Yeah. Too much ready aim, aim, aim and, and, and no firing. All right. Outstanding. Thank you, Tamara. Thank you very much. Thank you. My pleasure. Thanks for sharing. Thanks for sharing the women’s bean project story and and beyond. Uh Tomorrow Ryan Ceo women’s bean project. It’s at women’s bean project dot com. You want to look at their dried foods and other products, especially now around the holidays. And Tamara is at Tamara Ryan. Thanks so much Tamara. Next week, Rio Wang with Money Mindset. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.