Nonprofit Radio for January 16, 2023: Overcome Common Communications Conundrums

 

Erica Mills BarnhartOvercome Common Communications Conundrums

It’s time to change the way you think about marketing, says Erica Mills Barnhart. You’ll make it more successful, find your true believers, and have more fun. She’s CEO of Claxon.

 

 

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[00:01:22.42] 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 he abdominal podcast. Oh, I’m glad you’re with me. I’d bear the pain of a phone. Yah. If I had to speak the words you missed this week’s show overcome common communications conundrums, it’s time to change the way you think about marketing says Erica Mills Barnhart, you’ll make it more successful, find your true believers and have more fun. She’s ceo of klaxon On Tony’s take two planned giving accelerator here is overcome common communications conundrums. It’s a pleasure to welcome Erica Mills Barnhart to non profit radio Erica is a communication expert, speaker, author and coach. She’s founder and Ceo of Klaxon focused on teaching companies and leaders how to use words to change workplaces and the world. Erica also serves as an associate teaching professor at the University of Washington. She’s at Erica Mills barn and the company is at klaxon hyphen communication dot com. Welcome e M B

[00:01:37.34] spk_1:
Thank you Tony for having me.

[00:01:39.41] spk_0:
Pleasure to have you. Happy new year.

[00:01:41.33] spk_1:
Happy new year back at you.

[00:02:23.35] spk_0:
Thank you. I hope you enjoyed holidays and time off very much. Let’s talk, let’s talk marketing because this, this is your, this is, this is your world and because you think about this stuff every day and others of us only get to think of it when uh things are not going right, we’re, we don’t feel like we’re, we’re having a struggling with 8.5 by 11 inch blank piece of digital paper and we feel like we have to fill it and it’s not flowing? And we feel like we’re not we’re not reaching our audiences. Maybe not in the right places, maybe not in the right ways. Were people have questions that we feel like they shouldn’t have they, people should know all this. You know, I think all this gives rise to us the rest of us thinking about marketing, but uh, you know, trying to piece it together and go as well. So I know you can uh allay our concerns

[00:02:41.93] spk_1:
and

[00:02:43.64] spk_0:
it doesn’t

[00:02:44.26] spk_1:
have to be that complicated.

[00:02:45.96] spk_0:
Thank you. Thank you. I I feel the same way about the work that I planned giving. Keep it simple. Thank you. All right, that’s enough of me talking. So you want us to change the way we think about marketing? What do you want us to do?

[00:03:00.16] spk_1:
Um I want you to start with the what? Rather than the how,

[00:03:04.21] spk_0:
here’s what I mean.

[00:03:10.17] spk_1:
So you gave, you gave a beautiful example, tony Um I mean years with a blank piece of paper, but oftentimes when we’re thinking about marketing, we go straight to like

[00:03:15.87] spk_0:
should

[00:03:16.21] spk_1:
we be on twitter? Should I be on linkedin? Should be on instagram? Should we do a newsletter? Should be online. But those are all

[00:03:21.69] spk_0:
house

[00:03:27.31] spk_1:
and there are I mean so many house, that’s the wrong question to ask

[00:03:29.45] spk_0:
first.

[00:03:30.79] spk_1:
You first want to ask, what does success look

[00:03:33.55] spk_0:
like? What

[00:03:34.94] spk_1:
are the results that we are looking to achieve? What are the outcomes that we

[00:03:38.58] spk_0:
want? Right?

[00:03:50.20] spk_1:
And these, you know, you want them to align with your organizational goals. Marketing and communication doesn’t means to an end, right? Let’s let’s start there. So it’s always a means to an end, Right? So how is it gonna

[00:03:51.26] spk_0:
support your

[00:03:52.41] spk_1:
organization? So always start with the what and then the

[00:03:55.13] spk_0:
who, who

[00:03:56.48] spk_1:
are you, who do you need to

[00:03:58.24] spk_0:
reach and

[00:03:59.48] spk_1:
engage with in order to achieve

[00:04:02.57] spk_0:
the

[00:04:19.85] spk_1:
goals that you set for your marketing, once those two things are answered and your real clear and don’t move on, like the best thing that you can do for yourself and your team, your organization is to like hold off on the how conversation until you’re what you’re who are very clear. And then, and the reason it’s so important to do in that order is because if you don’t, if you aren’t clear on who your target audience is, you’ll sort of project into the house, like, well, I love an annual report, I’m making this up, Right. Um How about we do an annual

[00:04:32.89] spk_0:
report.

[00:04:34.27] spk_1:
Well, if your target audience is, you know, gen z,

[00:04:38.40] spk_0:
they’re

[00:04:56.67] spk_1:
probably not looking for a, you know, multi page annual report, they’re looking for something really different. So it mitigates projecting your own personal preferences into your strategies and your tactics. So what, who, how, that’s what I call the Klaxon method? What, who, how what who, how always grounded in the UAE the bigger picture y for the organization, but also, you know, with what does success look like?

[00:05:01.60] spk_0:
Why is that important?

[00:05:02.78] spk_1:
Why is that goal important to the organization? Right? Who’s your target audience? Why are those

[00:05:07.40] spk_0:
people so

[00:05:08.72] spk_1:
important to you in the work that

[00:05:09.80] spk_0:
you’re doing?

[00:05:10.81] spk_1:
Right? So always what who, how backed by the way? Um And that keeps things

[00:05:36.55] spk_0:
simple. Which which I’m grateful for. Let’s let’s let’s unpack some of that. Um Marketing is a means to an end. You said it’s you’ve heard you say somewhere it’s in service to your mission. Alright. Let’s let’s let’s start with say a little more about why, why this is merely but an important means to an end.

[00:06:03.64] spk_1:
Yeah. Because if you’re not, if you’re not clear on that, like you’re sort of saying the beginning and I appreciate it. It’s like marketing can be a little existential, right? There’s a lot of the sense of like, I should know what I’m doing. We should, you know, we should be on Tiktok, we should be on all these things, right? It can be kind of like a fear guilt, shame based activity, right? Um

[00:06:07.19] spk_0:
And that’s

[00:06:07.75] spk_1:
when you’re just doing stuff for the sake of doing stuff because you know that you should do it, but you’re not quite, you know, like this, like what you were talking about? Like, I know I should be doing things, but I don’t really want to do. And I know, right. I just want to release that for people in the way. One of the ways there’s a few ways, but one of the ways that you do that is by really reminding yourself like doing this just for the sake

[00:06:27.75] spk_0:
of it, right?

[00:06:40.76] spk_1:
We’re not posting on Tiktok if you decide or linkedin, we’re not putting on newsletters or annual reports. We’re not doing any of that just for the sake of it. We’re doing it because it’s a service storm mission. It is in support of our mission. And that just, you know what I found because I’ve been doing this for almost 20 years, it can really calm people down. It can help you get grounded and then you can get that clarity and focus going

[00:06:54.14] spk_0:
alright. You also said start with outcomes. What does, what does success look like? Right. All right. So what are some of these, could you give us some like, sample outcomes? Is it, is it fundraising related? Is it, uh, engagement on linkedin related or maybe it’s all that, you know, give us some sample outcomes to, to start with,

[00:07:21.65] spk_1:
um, in for nonprofits, there’s sort of a hit parade. Right? So fundraising for sure. Um, programs definitely, um, sometimes can be internal engagement also

[00:07:27.57] spk_0:
by the way.

[00:07:28.53] spk_1:
Um, if we’re talking internal, but I’m going to keep the conversation sort of focused external. But I just want to note that, right? Sometimes you actually need internal marketing in order for the external activities. Marketing to be

[00:07:38.44] spk_0:
Successful. And internal internal outcome might be 50% reduction in turnover. Exactly like that.

[00:07:48.07] spk_1:
Yeah, exactly. Yeah. That’s a simple

[00:07:49.30] spk_0:
minded ones. I’m scratching the surface, simple minded, you know. But for

[00:08:08.12] spk_1:
non profits, it’s always gonna be fundraising and programs. Right? But there’s a third that actually it will surface uh, initially, which is raising awareness and when I work with clients

[00:08:12.42] spk_0:
so

[00:08:26.27] spk_1:
mushy. Exactly, tony It’s like very amorphous also. So that’s fine. Oftentimes you do need to raise awareness, but you’re going to add two words raising awareness. So that dot dot dot right?

[00:08:28.11] spk_0:
It’s

[00:08:28.39] spk_1:
Fine to raise awareness, but it needs again raising awareness. So that what so that you bring in, you know, more donors so that you increase your retention rate, you know, for existing donors. So that you attract 100 new clients or custom, you know, whatever it is. It’s, it’s like the means to an end to the means to an end that is marketing.

[00:08:47.87] spk_0:
Yeah, right. We have to hold our feet to the fire, raise awareness. Okay. 11 person in the community now knows that we exist who didn’t know. Okay, we raised awareness. We’re done.

[00:08:58.39] spk_1:
And you know what I want to say. Get

[00:09:01.02] spk_0:
away with that.

[00:09:01.99] spk_1:
The balance of staff versus volunteers or board members for your, for your podcast listeners. But the people who are, who offer raising awareness as a goal in and of itself, mainly board members.

[00:09:15.55] spk_0:
It’s

[00:09:16.61] spk_1:
often board members. Um but this comes from a from a beautiful place. So I also want to acknowledge that they’re so excited to work with the organization, right? Like of course they want people to know about,

[00:09:27.85] spk_0:
you know, we

[00:09:28.39] spk_1:
want more people to know. So I want to say it comes from a really beautiful place that we want to honor that, right? And and then also go to that next step, because that’s where things get strategic.

[00:09:45.21] spk_0:
Okay, okay, thank you. Alright, so, so we’re starting with our objectives. Um you you want us to have objectives that are objective neutral?

[00:09:50.75] spk_1:
Yes,

[00:09:51.61] spk_0:
talk about that.

[00:10:10.09] spk_1:
Yeah, well, so I distinguish between goals and objectives and it’s, you know, it doesn’t really matter, it’s a little nitpicky, but I have found and I have a podcast, communicate for good. And one of the early episodes is dedicated entirely to this topic, which is um I find it helpful if you’re semantically

[00:10:13.22] spk_0:
tidy,

[00:10:27.85] spk_1:
right? So that you have organizational goals and then you have marketing objectives or communication objectives and it just sort of reinforces that hierarchy of marketing and communication being in service to the organization and the organization’s mission. Um

[00:10:28.56] spk_0:
you know, and we’re here to talk about the klaxon method, so that’s fine.

[00:10:32.78] spk_1:
So we’re

[00:10:33.97] spk_0:
gonna we’re differentiate between objectives and goals. Starting with starting with objectives?

[00:10:43.92] spk_1:
Well, no, you would start with goals, organizational goals, organizational goals don’t move onto marketing. Let’s say

[00:10:47.11] spk_0:
that like

[00:10:48.41] spk_1:
if you’re not clear on your organizational goals, no marketing for you yet.

[00:10:52.49] spk_0:
And

[00:10:53.18] spk_1:
again, that can be simple too. I’m sure you’ve had other folks on here. You talked about this. You don’t need to be complicated to be effective with your goals, but you gotta have those. Otherwise you can’t move on to the marketing objectives because you don’t

[00:11:05.23] spk_0:
know, right?

[00:11:14.47] spk_1:
You don’t know what you’re being in service to. So, um, and yeah, you want the objectives to be something you can measure. Like did we make progress over, you know, a quarter or a year or whatever your time horizon is. Did we make progress? Did we increase

[00:11:21.13] spk_0:
retention? Did

[00:11:29.95] spk_1:
we grow acquisition? Do we have more donors? Right. Um, so it has to be something that you can measure. And oftentimes

[00:11:31.67] spk_0:
we

[00:11:32.42] spk_1:
resist in the nonprofit space getting this

[00:11:35.85] spk_0:
concrete right.

[00:11:43.15] spk_1:
We’re like, well, you know, we’ll just increase retention. Let’s stick with that because increasing retention is fantastic. But we don’t say by what percent right? Or by how much? Um, and this, what I find most often is that’s a fear of failure.

[00:11:53.77] spk_0:
Oh yeah. Right. We don’t,

[00:11:56.26] spk_1:
if

[00:11:57.31] spk_0:
we put a number to it now, we’re now we’re gonna be accountable at the end of whatever our time period is and you know, there’s the acronym for smart goals specific measurable. Is it attainable achievable is realistic

[00:12:14.20] spk_1:
and time and

[00:12:15.37] spk_0:
time bound. Right, okay. smart goals and that, that’s, you know, folks, you know, our listeners just google smart goals, You’ll find a million articles on

[00:12:25.38] spk_1:
smart what smart

[00:13:08.49] spk_0:
stands for and what smart means and etcetera. So, um, yeah, but right. But if we’re not gonna, but we’re not gonna be realistic and, and hold our own selves, hold ourselves in our organization accountable. You know what I mean? We’re supposed to be running this thing like a business. It’s a nonprofit business, but it is a business. I’m not saying, I don’t mean business pejoratively like cutthroat, but you know, we’re running a business here. We have employees, we have people who are serving or counting on us for, for for what we deliver. We have people who support us. They don’t necessarily buy things, but they support us with their time and their money more, You know, so, so I believe it is a business and it should be

[00:13:11.23] spk_1:
corporations, right? Nonprofits are, are technically corporations. Yeah,

[00:13:26.57] spk_0:
they are, they’re just non profit corporations. So, so, so don’t be afraid to hold yourself accountable. And, and so this leads to something that you believe that failure should be, not, not feared, but you know, accepted. And so, so, so don’t be afraid. I’m gonna give you a second. Just so folks, you know, don’t be afraid to set goals and objectives that are measurable. So, you know, whether you’ve achieved them because failure is not, um, I’m not gonna say failure is not an option, because that’s not true, failure should be, should be accepted and maybe even embraced, you learn something,

[00:13:59.38] spk_1:
it’s all in and what you do with the failure, right? I mean, it’s it’s, it’s somewhat inevitable, like we were all coming through covid, right? We tried all sorts of things, like we just had kind of had a failure fest in a lot of ways over the past few years and if you look at like how the sheer volume of things we learned,

[00:14:15.61] spk_0:
that’s

[00:14:18.03] spk_1:
success, that’s winning, right? Like failure has such a negative connotation and I do want to unpack this a little bit because I can imagine that that you have listeners and they’re like, that is not an option in my organizational culture, it’s not safe to fail. So this is, this is a leadership issue, issue in a culture

[00:14:34.67] spk_0:
issue, right?

[00:14:45.07] spk_1:
Like we have to lay this firmly at the feet of the leadership, that is where this culture either is or is not created. Um, and when, when, when failure isn’t an option just to play that out a little bit, people play

[00:14:49.72] spk_0:
small, they’re

[00:14:51.03] spk_1:
doing the same things over and over again, right? You actually become less effective over time,

[00:14:55.64] spk_0:
small, safe,

[00:14:56.80] spk_1:
safe. This is how we do it. And you know, this is how we do it a shorthand for, this feels safe to me,

[00:15:02.68] spk_0:
right?

[00:15:04.01] spk_1:
So, so a piece of this

[00:15:05.15] spk_0:
is

[00:15:08.38] spk_1:
psychological safety, this feels safe to me, right? And so you have to bring great intentionality as a leader when I’m coaching, you know, I do a lot of coaching one on one with leaders and with teams about one on one. We talk about failure a lot, like, because you have to start with what’s what’s your personal relationship with

[00:15:21.36] spk_0:
failure? Because

[00:15:27.70] spk_1:
failure feel safe to you, because if it doesn’t feel safe to you, well, that’s first step for you, right? You can’t be up there pontificating about like sailors, great, we’re gonna embrace it and meanwhile you’re like, oh my God, please, I never wanna fail. Um that’s not gonna work. You know, you have to unpack that. Like, what is your subconscious mind telling

[00:15:40.73] spk_0:
you, what

[00:15:41.00] spk_1:
are your beliefs about failure? What was modeled for you growing

[00:15:44.36] spk_0:
up around

[00:15:49.17] spk_1:
failure? You know, you have to do that inner work first that inner game, and then when you’re like, okay, I see the positivity and failure, then you can bring that forward um

[00:15:56.96] spk_0:
as

[00:15:57.51] spk_1:
a leader, but really this is about culture and it’s about leadership.

[00:16:28.35] spk_0:
Yeah. And I would say, you know, if if you’re in a place where failure is not at least accepted, I mean, we’re not gonna we’re not cheering for it, but at least accepted. You know, it may not be the right place if you because because it is it’s a place that’s playing like you said Erica it’s a place that’s playing safe and small, and, you know, we have enormous problems. Whatever whatever work you’re doing from education to animal welfare to the environment or whatever religion, whatever you’re doing, we’ve got a lot to do and playing safe and small is not going to get us there.

[00:16:48.96] spk_1:
Yeah. But you know what’s interesting tony is when we look at both like inter internal to the sector, but also external constraints to the sector. Um, but I just always wanna acknowledge when we talk about failure as it relates to nonprofits and they’re very

[00:16:53.60] spk_0:
world

[00:17:17.46] spk_1:
changing work. Like donors are not always super jazzed about the idea of failure. So there are some legitimate external constraints, funding constraints, largely funding related or partnership related, but mainly funding is what we’re talking about here, where it’s like, no, we’re not, no, that’s not on the table. And so you have to, you know, really figure that out for you. You know, look at your funding sources and risk tolerance and failure tolerance as it relates to those and then figure out like how can, how can you create a funding portfolio that does allow you to take risks. It does allow you to fail. Um, so I just always want to acknowledge, you know, uh, you know, listeners, if if you’re getting funding from pretty traditional sources that have like where that’s not an option. I just want to acknowledge that that’s a dynamic.

[00:17:42.67] spk_0:
Okay. Yeah. And I’m, I’m not disagreeing.

[00:17:46.40] spk_1:
Yeah, I don’t, I just never want to come off as like failure and embrace it and say hooray and whatnot. You know, like given given all the variables that leaders are dealing with. I just I want to acknowledge it’s not it’s it’s it’s messy, right? It’s

[00:18:25.62] spk_0:
part of that also is messaging though the way you, the way you go back to those funders and and and and even not only after the fact, but before before, you know, right before here’s something we’re going to try and launch this program and we’re gonna try to reach 2500 people in the next year, you know, but acknowledging that that’s that’s a stretch, you know? So I mean there’s there’s messaging, maybe it’s even marketing involved in all those in the whole process

[00:18:41.95] spk_1:
relationship building, right? So if from the I would hope like when I, you know, was in development that one, um you know, especially with institutional funders, um you know, you have the conversation up front, so are we gonna set big audacious goals together

[00:18:49.82] spk_0:
and if

[00:18:50.61] spk_1:
so we might not achieve them. What are we gonna do when we don’t achieve

[00:18:54.14] spk_0:
them? Right,

[00:19:08.68] spk_1:
Like and having those conversations upfront, what are we gonna do if we do? Because that’s what we’re going for, what are we gonna do if we if we don’t right? And where the course corrections gonna gonna come along the way, you know, I started talking about this idea of micro communication, which is, we tend to think about like big picture communication and big picture messaging and you know, a lot of my work with clients is

[00:19:17.25] spk_0:
developing,

[00:19:38.44] spk_1:
I call them identity statements but mission vision values, purpose statements right? Like you nail that and the rest of your messaging becomes so much easier, right? It just all closed. That’s lead domino. So we always start there. Um, so rightfully so big big ticket, big ticket messaging and communication elements. But increasingly, especially given what happened to our brains and our essential nervous systems with Covid,

[00:19:44.63] spk_0:
I’m

[00:19:45.16] spk_1:
really working with clients about being more attentive and intentional about micro communication. So what’s happening in between the big moments? How are you creating that

[00:19:54.10] spk_0:
connectivity?

[00:19:58.74] spk_1:
Right? And this can be very light touches doesn’t need to be a big deal. But like

[00:19:59.99] spk_0:
what? Give an example of what you’re talking about

[00:20:02.56] spk_1:
text message, right? Like hey, just checking in. We had a, we had a, we had a big day today, you know, we had our, you know, 100 people signed up just wanted you to know, you know, pop them a quick email, we don’t have to like wait rather than waiting for the formal report,

[00:20:16.67] spk_0:
you

[00:20:16.86] spk_1:
know, share the winds as they come in. And even if it’s just, you know, like I’m very attentive to my instincts. Um, you know, your gut, you know, people are like, oh, it’s like, well it actually is millennia

[00:20:28.67] spk_0:
of

[00:20:29.11] spk_1:
information that we all have inside of us. So I’m pretty

[00:20:31.46] spk_0:
attentive anytime

[00:20:32.66] spk_1:
somebody pops on my radar,

[00:20:34.41] spk_0:
follow your instinct. But I’m a huge believer in following your instincts,

[00:20:38.18] spk_1:
right? Like it’s telling you something

[00:20:40.91] spk_0:
anytime

[00:20:45.45] spk_1:
someone just pops on my radar and this is multiple times a day I stop what I’m doing and I pop, it depends on how they like to be communicated with, right? But it could be email. It could be a text, it could be facebook messenger, you know, whatever it’s gonna be. And I just say, hey, you popped on my radar.

[00:20:56.25] spk_0:
Uh, you

[00:20:57.20] spk_1:
know, I’m thinking of

[00:20:59.35] spk_0:
you, you

[00:21:00.20] spk_1:
can do that. You know, in a relationship with your funders and your donors as well. Like I think we’re in a place where a little more humanness is allowable. Um, and actually craved.

[00:21:12.03] spk_0:
Yeah.

[00:21:12.32] spk_1:
And also just from an internal communication perspective, there was an article recently based in Harvard Business review based on some research at the University of pennsylvania. And it was about what staff employees are looking for from their managers. And

[00:21:28.32] spk_0:
um, it was

[00:21:31.29] spk_1:
micro understanding. So this is what got me think about micro communication, right? And micro understanding meaning I don’t want you in my business. I don’t want you to be micromanaging me, I want you to understand me. Don’t you understand what happens for me over the course of my

[00:21:44.41] spk_0:
day because

[00:21:51.65] spk_1:
we are remote or hybrid for the most part, um, definitely not going away. Don’t you understand what that means for me and to me,

[00:21:54.76] spk_0:
so that

[00:21:55.14] spk_1:
was a really interesting evolution and and uh and an invitation for leaders to really be thinking what does micro understanding look like? And then my next step with that is and what is micro

[00:22:05.26] spk_0:
communication based

[00:22:06.98] spk_1:
on that? Right?

[00:22:07.97] spk_0:
All more humanness to like

[00:22:09.81] spk_1:
that Humanness,

[00:22:51.74] spk_0:
more humanity. So then um All right, so uh audacious go well, we talked to them about, you know, having audacious goals. Not not that goes back to you know, not playing small and safe and no, and that’s where this yes, our our digression on failure and micro communications came when I said it may not be the right place for you. What I meant was you know, if if leadership is not accommodating at you know, at least accommodating being audacious willingness to fail. Uh you know, then you have to evaluate whether that culture can change and if you’re not sure that it can evaluate whether that culture is the right place for you. That so that that was you know, I’ve

[00:23:02.98] spk_1:
also worked with um you know, leaders who

[00:23:08.55] spk_0:
were they

[00:23:09.18] spk_1:
are genuinely risk averse,

[00:23:10.74] spk_0:
but

[00:23:24.71] spk_1:
that does not, that doesn’t fire them up. It makes it very uncomfortable, right? So I just wanna say on the other side of it, you know, just is it a culture fit for you can be anywhere along that continuum. But I I love the question right? Like is this a fit for me? Right? I feel like so often

[00:23:30.51] spk_0:
we’re

[00:23:31.33] spk_1:
like, you know, when I, when I teach at the university of Washington in the oven school, the public policy and governance, um when I talk to my students and I mainly work with graduate students, so they’re getting their master’s degrees, They’re like rock stars, they’re amazing, they’re just amazing. And they get to the point in the, you know, in their time and they’re interviewing for jobs. And I always say to them, is

[00:23:51.91] spk_0:
when

[00:24:03.67] spk_1:
they’re making you the offer, you you you are in the power position, ask for what you want because it’s like, oh my God, they want me and then you don’t negotiate because you’re like, oh, they, they like me. Oh, and I’m like, no, no, no, no, no, no, no, no. You hold all the cards in that

[00:24:09.85] spk_0:
moment.

[00:24:10.69] spk_1:
They don’t want to go through that again. You hold all the cards and it’s sort of similar like,

[00:24:16.40] spk_0:
and we’re seeing this

[00:24:24.37] spk_1:
with quiet quitting and, you know, a lot of other movements. It’s like this openness, like maybe this isn’t what I want. And so there’s a lot of, you know, downsides and tough stuff happening right now obviously,

[00:24:29.74] spk_0:
but I think of

[00:24:51.07] spk_1:
bright, I mean I’m I’m a total optimist by nature. Um so I’m always looking for the silver lining in the bright spots while acknowledging the darkness um is this for me, is this what I want? Is this who I want to be? Is this where I want to be? You know, like there’s just a different and that that’s like authoring your life and I want to, I just want to invite listeners to like, this is your one, this is it, Right?

[00:24:57.13] spk_0:
Uh

[00:24:58.55] spk_1:
and you’re wonderful.

[00:24:59.98] spk_0:
And

[00:25:08.49] spk_1:
so are you offering your life, are you like making it happen for you as opposed to like that? It’s happening to me, stance is demoralizing and again, from a leadership perspective, are you inviting that sense

[00:25:12.76] spk_0:
of,

[00:25:13.71] spk_1:
is this for me? How is this for me? Um and encouraging

[00:25:17.32] spk_0:
that regardless

[00:25:18.75] spk_1:
of your risk tolerance by the way?

[00:26:28.28] spk_0:
Right. Right. I love the idea of making the life that you want, not defaulting into the life that lots of other people have made before you just because you know, and that might be taking a year or two off before, you know, to do, to do volunteer work or to travel and you know, there there are myriad different ways. It involves your personal relationships, your, your professional relationships, your relationship with family. I mean turn this into a therapy session, but intentional about the life that you make for yourself and a significant part of that, although it seems like maybe in declining proportion, but still significant is your work. The work you do. The reason I say that maybe in declining proportion is because since the pandemic, I think work has become less significant to large swaths of, I don’t know about the world. So I’ll just focus on our country. I think work has become less or

[00:26:39.98] spk_1:
at least differently significant. Like the way I’m experiencing it with my clients and you know, friends and colleagues, it’s differently significant, which isn’t good or bad, but it does feel different, right? Like it’s holding different space in people’s lives. And I think part of that is the sense of agency that’s

[00:26:46.61] spk_0:
like maybe it doesn’t

[00:26:47.85] spk_1:
have to look like this. And also by the way, you can honor,

[00:26:51.11] spk_0:
you

[00:26:59.26] spk_1:
could like, you know, I’m a woman. I like there are women who carved the path so that I could do what I want to do and I honor

[00:27:00.05] spk_0:
that while

[00:27:01.57] spk_1:
doing things differently and while doing them on my own terms, like you can hold both of that and I think sometimes it can feel a little like, but this is how insert person who’s important to you or who you respect, did things you can respect and honor that

[00:27:15.20] spk_0:
and do

[00:27:16.59] spk_1:
it your own way.

[00:27:17.36] spk_0:
Yeah, we can hold both these

[00:27:18.73] spk_1:
thoughts. You can hold both

[00:27:29.36] spk_0:
of course. Alright, well I made us digress from uh strict marketing communication. So let’s let’s go a little back. Um true believers. We have you want us to find true believers, help us. What are what are, who are our true believers and or what are they in the abstract And how do we find our

[00:27:59.69] spk_1:
okay, so in the world for marketing, generally speaking, in particular for nonprofits? There are three types of body of people in your audience is okay. And I’m not using these terms in their religious sense, using them sort of neutrally. Okay believers, agnostics and atheists. So believers believe what you believe. If you are on a mission to eradicate extreme global poverty, they’re like, yes to that. If it’s too, you know, spayed and neutered dogs and their yes to that, right? They believe what you believe. Agnostics might believe what you believe.

[00:28:14.55] spk_0:
Um, but

[00:28:15.88] spk_1:
you need to persuade them a little bit, right? Maybe it’s not top of their list or maybe it’s like, how you do it or whatever, but they’re they’re removable, right? You can, you can,

[00:28:23.26] spk_0:
you

[00:28:25.06] spk_1:
know, so you might think of them as like uninitiated believers.

[00:28:28.81] spk_0:
Okay.

[00:28:34.04] spk_1:
But they’re they’re they’re in the middle and then atheists don’t believe what you believe. And um, so one thing that comes up is it feels fantastic to convert an atheist, right? Like any time I do a big public talk and we talk about this, there’s always somebody who never believes, like, yeah, but there was this guy and you know, he was, he was against us. He was again, you know, we really kept working on him and now he’s a, you know, he’s a donor. My question back is that’s great. But what was the opportunity cost of converting one? Atheist versus connecting with 1000

[00:29:01.34] spk_0:
believers

[00:29:02.58] spk_1:
like which one? Which one is advancing your mission more dramatically? I mean, except in the world of politics, I just wanna, that’s the caveat, that’s its own little different things.

[00:29:12.90] spk_0:
Um, it’s

[00:29:14.91] spk_1:
all about connecting with your, with your believers.

[00:31:38.28] spk_0:
It’s time for Tony’s take two. It’s planned giving accelerator season. I’m giving 50% off the full tuition for the month of january. So all this month, 50% off full tuition. The class starts in early March 1st week of March and will be done by Memorial Day. It’s a three month class. You’ll spend an hour a week with me. Well that may not be the biggest selling point. You’ll spend an hour a week with your, who will become your friends in our zoom meetings always set up as meetings, not webinars. If you know the difference, you’ll know that you can talk to each other. There’s no, there’s no putting questions and comments in a chat box always set up as meetings. These folks will become your friends. They will be similarly situated in small and midsize nonprofits wanting to launch planned giving. All right. This is, this is what we do together. Oh and and I am there too. And I’m teaching and you know, I’ll be guiding you, giving you the resources you need, like sample, um, Uh, donor letters, template letters, um, marketing materials? Uh, a power point for when you talk to your board and that’ll be one of the meetings we have together is acquainting your board with planned giving and perhaps soliciting your board, identifying your top prospects and soliciting them, identifying your tier two prospects and identifying them, etc. All the info is at planned giving accelerator dot com. I hope you’ll be with me, love to have you. And that’s Tony’s take two. We’ve got boo koo but loads more time for overcome common communications conundrums with Erica Mills Barnhart. Give us some, give us some ideas about how to, how to get, maybe get somebody from agnostic to, uh, to believe her. Those people are those, they work the return on investment. The agnostic community.

[00:31:50.77] spk_1:
Yeah. You know, for the most part, you have to be doing both. So, so a lot of marketing those optimization, right? So it’s for whom are we optimizing? Um, and in general,

[00:31:52.86] spk_0:
if you’re

[00:31:53.42] spk_1:
optimizing well, like with your messaging, right? So, so you have a message and it really speaks to the hopes Dreams, wants needs

[00:32:00.22] spk_0:
of

[00:32:01.22] spk_1:
your believers. That’s gonna be enough to like get your agnostics interest is going to perk up their ears for your believers. They’re like woo. And you’re off to the races for your agnostics. Um,

[00:32:13.34] spk_0:
it’s gonna take

[00:32:14.01] spk_1:
just a little more conversation,

[00:32:15.80] spk_0:
right?

[00:32:16.70] spk_1:
And so, you know, questions are your friend,

[00:32:20.07] spk_0:
like

[00:32:32.25] spk_1:
we default into this. Like if I tell them everything out of the gate, then maybe I’ll hit on something and that is interesting to them and you end up just like, right? And I always say when you tell someone everything, they remember nothing and that comes from like a worried place actually, right? So again, like that you’re gonna hear a theme which is

[00:32:38.05] spk_0:
like you’re

[00:32:39.37] spk_1:
the authority

[00:32:40.86] spk_0:
in

[00:32:41.13] spk_1:
what your organization does show up as the authority ask questions, right? Because the answers to the question, that’s how you’re gonna get that, then you know what they’re interested in and you can feel a little scary at first to do this. If again, if it’s not we’re used to doing or that’s not the culture, um,

[00:32:58.53] spk_0:
get

[00:32:58.82] spk_1:
them, you know, ask questions, just find out

[00:33:00.99] spk_0:
what, what

[00:33:02.42] spk_1:
is it about, what you do specifically? So it’s like there’s a level of specificity and understanding agnostics that you need to move them might refer to it as an engagement cycle. From knowing the organization to understanding the organization, to engaging

[00:33:17.89] spk_0:
believers

[00:33:18.63] spk_1:
move along that cycle real quickly.

[00:33:20.35] spk_0:
You need

[00:33:21.07] spk_1:
to spend more time that zone of understanding and helping them understand what you do with agnostics.

[00:33:27.72] spk_0:
Is this all consistent with uh Simon Sinek, his his core belief that people don’t buy what you what won’t buy, what you don’t buy what you do, they buy, why you do

[00:33:41.92] spk_1:
it

[00:33:46.23] spk_0:
consistent? Okay, okay, so say a little more about the engagement cycle now, you can’t shortchange non profit listeners with like a 12th drive by of the engagement cycle.

[00:34:15.73] spk_1:
I mean marketing and messaging is like very fundamentally all about moving folks around this engagement cycle. And it actually doesn’t matter if you’re like buying toothpaste or you’re trying to get, you know, a new donor. It’s like everyone has to go from knowing to understanding to engaging. And I got, I got specific about this because what can happen, this is unique to nonprofits is because we care so deeply and passionately about what we’re doing. There’s kind of this like to know me is to love me, to know me is to engage, why wouldn’t

[00:34:24.05] spk_0:
you Right?

[00:34:25.73] spk_1:
And then you skip over

[00:34:28.43] spk_0:
the

[00:34:38.12] spk_1:
understand phase and, and that’s really a miss and it’s a miss because like let’s take the events I pick on events a lot. Um, events are a classic example of moving someone from knowing to engaging right? Like I care about something I invite you tony and some other folks to sit at my table at, you know, the lunch and the dinner you come because you know me, maybe you care maybe you don’t and then there’s an

[00:34:53.45] spk_0:
ask rightfully.

[00:34:54.84] spk_1:
So, you know, we should ask for the support.

[00:34:58.51] spk_0:
But if

[00:34:58.93] spk_1:
you go from no to engage that

[00:35:00.39] spk_0:
quickly and

[00:35:08.97] spk_1:
you don’t plan and this is what I see again and again and again with nonprofits is there isn’t a plan for, okay, how am I going to go back to tony and

[00:35:09.71] spk_0:
sort of,

[00:35:10.38] spk_1:
you know, back up the caboose like understanding what what you tony care about as it relates to my organization.

[00:35:15.74] spk_0:
The important follow up

[00:35:22.23] spk_1:
the important what Yes, very intentional follow up. Um, and this is where you know, like retention comes into play, but it’s really interesting. Like you know, you say these things just like, why wouldn’t you do that? That’s weird. Why are you saying that out loud? Of course you would do that. It’s, it’s stunning how often it doesn’t happen. And it is this like really fabulous.

[00:35:38.80] spk_0:
Well tony

[00:35:39.55] spk_1:
Gave money of course he loves what we do and we lump, you know, then we lump you in with somebody who’s given to the organization for five

[00:35:45.40] spk_0:
years now.

[00:35:49.29] spk_1:
Your current donor, not everybody does this. I’m sure listeners, I’m sure there’s some of you like, no, no, we nailed it on the follow up. Like, you know, that’s not so I’m, I’m painting a wide with wide

[00:35:58.73] spk_0:
broad

[00:36:05.49] spk_1:
brush strokes here. But I have seen this so often. Um, and it’s heartbreaking because then you don’t, you know, maybe you don’t come back to the event the next year. You haven’t been nurtured and then your one time donor and that’s super

[00:36:12.46] spk_0:
expensive. That

[00:36:13.86] spk_1:
is low R. O I

[00:36:15.74] spk_0:
I

[00:36:15.97] spk_1:
want the highest return on investment possible.

[00:36:23.45] spk_0:
I’m guessing you’re a big believer in segmentation. Yes, I believe segmentation,

[00:36:26.43] spk_1:
but but not over segmenting.

[00:36:29.46] spk_0:
I

[00:36:29.89] spk_1:
feel like given some of the databases that we

[00:36:32.20] spk_0:
have,

[00:36:36.46] spk_1:
you can almost use it as a stalling tactic like well we’re not ready to like send out our appeals because we haven’t you know, segmented enough. So I just like it’s

[00:36:44.03] spk_0:
it’s a

[00:36:52.28] spk_1:
bit of an art. There’s an art to the segmentation in addition to the science. So yes. I’m a fan of segmenting. Um and not crossing the line into over segmentation as sort of a stalling tactic to doing the work.

[00:36:59.11] spk_0:
All right. I’m not I’m not clear on this. I mean anything. Yeah, I agree. I mean anything can be overdone and used as a used as an excuse uh as an excuse for immobility. What what what is what what’s over segmentation? Like what’s

[00:37:15.61] spk_1:
your database rather than sending out the appeal?

[00:37:17.85] spk_0:
Oh okay.

[00:37:20.95] spk_1:
Yeah.

[00:37:22.33] spk_0:
And and segmenting we want to segment right by interest. Maybe if we know someone is interested in the spay neuter program then then those are the those are the touch points. Those are the data points. Those are the stories we’re gonna share with them. Not the uh not the adoption, not the adoption and rescue program.

[00:38:06.00] spk_1:
Yeah exactly. Like what are what are their interests? And so you know any organization will know in advance. Like here’s kind of our top three top three things we do. Top three ways that we services, we offer our ways that we go about um taking care of animals. Um So you start there again offering, right? So yes you want the information and you know your organization best. So start there and then you can put people in the file folders as it were.

[00:38:20.57] spk_0:
And you’re gonna find out what their interests are, not only by their giving, but by asking the questions that you were talking about earlier. You know, what, what moves you about our work? What brought you to us? What do you love? And

[00:38:21.93] spk_1:
how do you like to be communicated with?

[00:38:24.28] spk_0:
Yeah,

[00:38:32.28] spk_1:
we have like a pretty strong email default setting now, I would say. Um, not everybody loves

[00:38:34.26] spk_0:
that. You

[00:38:46.37] spk_1:
know, I’m seeing, I have clients who are having great success with kind of not, not not doing email. That’s always gonna be a part of what you’re doing. But taking the time to like, actually, you know, back to snail mail. Um, you know, really working direct mail. I feel like direct mail is like having to come back.

[00:38:54.25] spk_0:
Yeah. It’s always strong. I think it’s always so

[00:38:57.88] spk_1:
much stronger than people. Whenever I like show the stats on direct mail, they’re like, what?

[00:39:01.91] spk_0:
Especially when you’re writing to people who love you already. Your mail is not their junk mail, they’re giving to you. They’re supporting you. They’re spending either their time or their money with you. They’re gonna open your letters.

[00:39:24.27] spk_1:
Yeah. I spent a lot of time talking about delight with my clients. How can you delight them? And it’s, it’s just, I mean, it’s a delightful conversation to talk about delight a lot of the work, You know that that nonprofits do is it’s heavy, it’s hard. Um

[00:39:36.19] spk_0:
And so delight

[00:39:36.92] spk_1:
can feel a little antithetical uh trivializing the work. And so I’m not trying to, you know, don’t trivialize the work and don’t trivialize what you’re sharing. Um But can you can you create delight in

[00:39:50.65] spk_0:
how

[00:39:51.08] spk_1:
it is delivered in some form or fashion? I think delight is a gift um in this day and age and it activates people’s particular activating system, which is opens, opens them up to whatever comes next. It

[00:40:03.25] spk_0:
also sounds like fun, right? You can be willing to have fun. Don’t be afraid to have fun. Right?

[00:40:08.60] spk_1:
Yes.

[00:40:10.03] spk_0:
Fun. Yeah.

[00:40:11.83] spk_1:
Yeah. I mean listeners can’t see it, but I do have a string

[00:40:14.33] spk_0:
of holiday

[00:40:15.77] spk_1:
lights around my neck.

[00:40:16.75] spk_0:
I was thinking about saying it right this minute to yeah, got christmas lights multicolor.

[00:40:21.22] spk_1:
I mean it’s been an intense year.

[00:40:24.21] spk_0:
It’s a necklace necklace of

[00:40:25.80] spk_1:
christmas.

[00:40:26.68] spk_0:
The old, the old style big bulb type, not the

[00:40:30.09] spk_1:
right. Yeah. There’s nothing, there’s nothing sophisticated about these lights

[00:40:35.05] spk_0:
there.

[00:40:39.10] spk_1:
Dr Seuss lights. And I put it on this morning cause I’m, you know, I’m talking with you and I like have a lot of stuff and I’m like let’s have a lot of fun

[00:40:56.85] spk_0:
please please do? Alright, we still have more time together. E. M. B. Erica Mills Barnhart. What else, what else would you like to talk about marketing doing it differently. Thinking differently that we haven’t talked about yet.

[00:41:23.14] spk_1:
You know, one of the things I, this is not a unique to me type of thing, but I really invite listeners to think about what they can let go of to do less. What I consistently see is organizations doing too many things. Um and often the reason for that is far more like fear of missing out often, often to double down that this comes from board members. So if you’re a board member listening, you may have a fabulous idea for marketing, Thank you very much for that. And

[00:41:32.87] spk_0:
go

[00:42:05.73] spk_1:
back to the klaxon method, what does success look like? Who’s our target audience? So does your idea, which is a, how is that really going to resonate with the target market? This is why working the method is so important. Part of it. It grew out of like I wanted a way for to kind of mitigate positional authority negatively impacting marketing outcomes, right? Because if you’re a staff member it can be tough to say no right, It really can be. And so then you end up with kind of a bloated number of marketing activities that you’re doing. Um so it’s early in the year, like the work I’m gonna be doing with clients and I am hosting monthly free Ask me Anything sessions starting in january 2023 So you’re listening and you’re curious, come to come to an A. M. A. Right? Like what can I take off my plate? I’ve been doing this so long that it’s, and I’m right, I’m objective. So I can be like, don’t do that.

[00:42:25.49] spk_0:
Take that. Where can we learn about the go to

[00:42:35.03] spk_1:
Klaxon dash communication dot com, backslash newsletter sign up because it’s for newsletter subscribers. That’s how you’re going to find out about like get the zoom link and all

[00:42:39.53] spk_0:
that. You say dash. I say hyphen hyphen. Okay. You don’t mind hyphen.

[00:42:43.99] spk_1:
Maybe that’s an east coast west coast thing.

[00:42:50.91] spk_0:
Maybe it is Klaxon dash Klaxon hyphen. You say you would say dot com though, right? You wouldn’t say that period

[00:42:55.32] spk_1:
correct. I just think about that. Yeah. Dot com. Dot org.

[00:43:01.43] spk_0:
It’s your company. Use dash. I just, I don’t know. I learned hyphen maybe in law school. Maybe I learned hyphen in law school. I don’t know.

[00:43:07.86] spk_1:
Oh, 100% seems lawyer lawyerly.

[00:43:11.04] spk_0:
It sounds like it’s

[00:43:11.94] spk_1:
very technically accurate,

[00:43:13.49] spk_0:
right? Like aiding and abetting it’s, you know, you have to duplicate the words in case you didn’t get it with aiding. Like I gotta, I gotta double down with abetting. Yeah.

[00:43:29.28] spk_1:
So that’s one thing I would say and part of it is like I just want to, I give all your listeners and all non profit people? Just a permission slip to do less.

[00:43:30.40] spk_0:
What kinds of things, what kinds of things we do less of?

[00:43:37.36] spk_1:
Don’t be on so many social media channels, knock it off. You don’t need to be on all of them unless you are a very, very large organization, which as we all know listeners. So there aren’t that many nonprofits that are big enough to support

[00:43:46.64] spk_0:
the very big right University of Washington is not listening to us

[00:43:50.29] spk_1:
go dogs. But no, they’re not

[00:44:05.61] spk_0:
Erica is in Seattle Seattle Washington. Um, well we just talked, well, my guests just last week, I talked about what’s going on twitter amy sample ward and you know, for the new year, whether whether you want twitter maybe, you know, her advice was just evaluated objectively.

[00:44:12.81] spk_1:
I literally tony Just had this conversation with my client yesterday. One of them was

[00:44:16.92] spk_0:
a good time to think, take a step back,

[00:44:20.96] spk_1:
take a step back. But,

[00:44:21.75] spk_0:
and, and

[00:44:23.22] spk_1:
you know that, that I don’t, I mean I haven’t listened yet what Amy said, but I do and believe everything Amy says by the way, she’s brilliant.

[00:44:30.47] spk_0:
She’s on, she’s on all the time. You know, Amy sample

[00:44:32.58] spk_1:
ward. Yeah,

[00:44:33.78] spk_0:
she’s a regular. She’s my, our technology and social media contributor on the show.

[00:44:39.47] spk_1:
Yeah, way back when I worked for an organization called End Power. So we put technology into the hands of nonprofits and so we

[00:44:46.10] spk_0:
started

[00:44:55.61] spk_1:
crossing paths then. So we’ve orbited for a long time. Um, it’s a values decision to a certain extent. Right? So just with that twitter piece, she spoke to this?

[00:44:57.62] spk_0:
Here’s the like, yeah,

[00:44:59.42] spk_1:
are, are, are are people there? So who’s your target audience? If so Okay, that’s that’s one piece of equation but also like how does this align with our values as an organization? So that that’s really twitter is really a twofold choice whereas the rest of them

[00:45:11.82] spk_0:
um you

[00:45:13.18] spk_1:
know, linkedin facebook, I would,

[00:45:15.95] spk_0:
what

[00:45:17.75] spk_1:
I generally say is beyond one.

[00:45:21.37] spk_0:
Yeah,

[00:45:22.83] spk_1:
Beyond one. Be fully on one be the organization where if you’re on linkedin and you, you know, you’ve got the algorithm going for you. People are like, Oh my God, it’s you know, it’s so and so again insert the name of your organization like that. It’s your omnipresent.

[00:45:38.34] spk_0:
I

[00:45:41.71] spk_1:
Would rather have the clients be omnipresent on one channel Then sort of, you know, not even blinking onto the radar of the 17 different social media. I mean there’s a hit parade of five basically, but I’d rather have you beyond present on one once you have that nail.

[00:45:53.03] spk_0:
I had

[00:45:53.33] spk_1:
Another, you know, some organizations can do to it’s fine, but even at two. oftentimes I see

[00:46:00.19] spk_0:
diminishing diminishing

[00:46:01.63] spk_1:
returns for clients.

[00:46:02.77] spk_0:
I

[00:46:07.65] spk_1:
mean I run a communication firm right here on Lincoln period full stop.

[00:46:12.03] spk_0:
What what’s well at Erica mills barn, is that not?

[00:46:16.03] spk_1:
Yeah, yeah, that was my choice to sort of be the face of

[00:46:19.37] spk_0:
um

[00:46:20.22] spk_1:
so that’s our

[00:46:21.38] spk_0:
the company. Okay, so the company is strictly on linkedin,

[00:46:24.59] spk_1:
yep. Gotcha.

[00:46:25.67] spk_0:
Okay. Klaxon, yep. Alright permission to do less

[00:46:30.32] spk_1:
permission to do less permission to less because you’re going to do it better and you’re gonna feel like

[00:46:36.56] spk_0:
just you’re going to

[00:47:10.03] spk_1:
feel the energy of it. And I actually, because I do have, you know, people call it street, but actually it’s quantum physics um and metaphysics, which is like, if you’re on, I’m gonna make this up, right? If you’re on five channels right now where you’re doing five or six things, I want you to write each of them on a piece of paper. I want you to go what who, how make a strategic informed choice about which you’re gonna keep and the ones that you’re gonna release, you’re gonna go burn the scrap of paper. It is so gratifying and there’s something energetically about that. I mean, one of the things that I talked about a lot is the energetic of language in general, right? So words, we hear words matter, Words matter because they actually are matter.

[00:47:21.88] spk_0:
Um

[00:47:22.19] spk_1:
So they abide by all of the universal laws of physics and thermodynamics, just like anything else. So, the words themselves have energy.

[00:47:30.61] spk_0:
Every

[00:47:31.39] spk_1:
word has its own energy, the way you deliver it can shift the energy right? Um and so as you’re like, that’s why just releasing and having to change form is really an important part of the process. Plus it’s

[00:47:43.26] spk_0:
fun theme

[00:47:46.41] spk_1:
of the day, it’s fun, but I mean, you know, be safe about your burning and I’m not like suggesting

[00:47:50.73] spk_0:
you may not be

[00:47:52.11] spk_1:
safe and have fun with burning things, but

[00:47:55.30] spk_0:
um,

[00:47:56.13] spk_1:
it really helps because otherwise there’s going to be this niggle that’s like, oh, but we still have that like profile up so maybe we should be doing something or yeah, just release that for yourself. Political,

[00:48:06.52] spk_0:
you deserve it.

[00:48:08.10] spk_1:
But every single person listening deserves to do what they’re doing in a way that feels amazing to them.

[00:48:15.15] spk_0:
Alright, that’s empowering. That’s

[00:48:16.80] spk_1:
empowering.

[00:48:18.90] spk_0:
So words follow the laws of physics and thermodynamics.

[00:48:27.09] spk_1:
Their energy. They’re literally

[00:48:27.78] spk_0:
energy, right?

[00:48:29.10] spk_1:
Because they’re matter

[00:48:43.79] spk_0:
words are matter. Well paper that words could be written on his matter, but aren’t the words ephemeral and why

[00:48:44.04] spk_1:
would they be?

[00:48:55.19] spk_0:
Because they’re vocalized. Yeah. So they don’t they, they vaporize after they’ve been articulated

[00:48:56.50] spk_1:
tony Has anybody said ever said anything to you that hurt your feelings?

[00:49:00.03] spk_0:
Sure.

[00:49:02.43] spk_1:
Did that feeling vaporized as soon as the words left their mouth?

[00:49:10.40] spk_0:
No, Yeah, we’re

[00:49:13.77] spk_1:
trained to think of them as ephemeral and they are not their energy.

[00:49:17.70] spk_0:
Hmm

[00:49:18.83] spk_1:
Yeah, that blows people’s minds most the time. Your listeners are like, oh my God, they’re talking about, what are they talking about now? So let me get concrete about this. I mean, I love talking about it

[00:49:28.88] spk_0:
at

[00:49:29.08] spk_1:
this level, but I want to make this practical for listeners. Um, this, so when I’m creating like identity statements, mission vision values purpose. Um, we look at and there’s a tool were to fire dot

[00:49:40.23] spk_0:
com, you can

[00:49:44.81] spk_1:
go there, you can put in any word you want. Um, and it is a massive database powers is we pulled every single word of 2503 nonprofit websites. This allowed us to generalize to the entire sector at a 95% confidence interval for any of my fellow geeks out there. That’s what, that’s the bar that you want. Right? So you can go there, put in any word you want and it’s going to tell you it’s going to give you a red, orange or

[00:50:05.36] spk_0:
green.

[00:50:06.76] spk_1:
Red means this is, this word is used a lot by nonprofits a lot. So you, you, it’s not gonna, people are gonna notice it.

[00:50:14.84] spk_0:
Impact, impact

[00:50:17.30] spk_1:
is up there. I’ll tell you, I always joke that provide is the lamest verb ever. Verbs are very

[00:50:22.37] spk_0:
important. It’s

[00:50:24.02] spk_1:
The 4th most used

[00:50:24.92] spk_0:
verb by

[00:50:25.98] spk_1:
nonprofit. So what that means is no one’s going to notice that

[00:50:28.60] spk_0:
verb

[00:50:29.61] spk_1:
and verbs represent the change that you’re committed to creating the world world

[00:50:33.83] spk_0:
and so you

[00:50:34.36] spk_1:
want a verb that’s like, oh,

[00:50:35.86] spk_0:
okay, interesting.

[00:51:21.37] spk_1:
Okay. Um, so there’s always a better verb can provide so you can put that in and, and, and the green ones so you can get some, you know, synergy is still green. It’s not saying like definitely use it. It is giving you feedback about the extent to which somebody is probably going to notice the word or not. So, so in language we have function words and content words, function words are like the and but like our brains don’t register those because our brains can’t register everything right? Like our subconscious mind is processing 11 million bits of information per second. And that’s condensed into like 40 ish pieces of information for our conscious mind. So our brains are very efficient because they have to be and so for a messaging perspective, you

[00:51:24.35] spk_0:
Know, your your your light bulb necklaces overloading my my my conscious and subconscious processing like 20 million bits a second because I got I got these lights. It’s a good thing you didn’t put them. I asked her to put them on flashing and she said no, give me a headache. It’s a good thing. You didn’t do that. I’m sorry, go ahead. I’m sorry.

[00:52:02.28] spk_1:
Yeah. So that’s why, you know, when we’re creating and again, this is the most important set of statements that you’re ever gonna write as an organization. So it’s worth the investment to do it well. And you’re looking for like that combination of like, oh yeah, that makes sense. And like, oh that would interest me. I’m not used to seeing that quite in that context. You know, that’s the art. That’s why like after 20 years of working with organizations writing those. I never get tired of that. That’s just

[00:52:12.03] spk_0:
fun. You like to read fiction.

[00:52:14.56] spk_1:
Yeah, I read

[00:52:55.90] spk_0:
fiction fiction much more than non more southern nonfiction use of use of language word word choice. You know, it sometimes it stops me. I don’t read I don’t read that much fiction actually. But when I do you know someone’s word choices. Oh man she wrote she wrote that he threaded them through the narrow pathway, not that he led them or or took them, he threaded them through the narrow pathway that happens to be part of a book that it stays with me. See words words, words follow the laws of physics and thermodynamics. I told you that you thought they were ephemeral her, you know this is Joyce. Uh

[00:52:59.39] spk_1:
it is one of those things that can we just pause on this for a second.

[00:53:01.75] spk_0:
Like every

[00:53:03.01] spk_1:
time when I first talked about that with somebody shared their like wait my range is hurt and then you’re like,

[00:53:08.62] spk_0:
oh that makes a lot of sense. Like

[00:53:10.60] spk_1:
once you see it you see it. Yeah,

[00:53:12.28] spk_0:
well you grounded it well and you know, hurtful, hurtful words and also

[00:53:16.03] spk_1:
start to go there positive

[00:53:17.05] spk_0:
positive words.

[00:53:18.10] spk_1:
Yeah, like sorry,

[00:53:21.84] spk_0:
thoughtful, thoughtful words could get me going for a month. I can think about, oh she she took the show to her board and it led to a discussion which led to an action and you know, I could go on six months on that. So yeah, okay.

[00:53:33.03] spk_1:
Either way words are on a continuum just like all energetic things are on a continuum. But yeah, but they but they do either have a negative or positive charge. So

[00:53:43.26] spk_0:
is that your background? You have a degree in physics sciences? No, my

[00:53:47.72] spk_1:
dad was a professor

[00:53:50.29] spk_0:
of

[00:54:06.08] spk_1:
engineering. I artfully um didn’t do any, I didn’t do chemistry. I didn’t do physics. I like avoided everything in that realm. But later I really started seeing like it’s um

[00:54:07.13] spk_0:
how

[00:54:08.27] spk_1:
relevant is everything in life. So I sort of did more self study, but I do just I do run things past my dad. Like when I landed on that, I think I think words abide by all the so I sent my dad a note and he said, let me think about that for a little bit. He came back and he said, yes,

[00:54:24.36] spk_0:
you’re right.

[00:54:27.76] spk_1:
So I press your test all of these things because I do not have a background in it

[00:54:43.60] spk_0:
on your dad’s responses. Classic engineer. Let me think. Let me think about the problem. I think about the question. You think about the question and the solution and the answer. All right. But you sound like me. Like I took physics for poets in college. No,

[00:54:44.82] spk_1:
my daughter is a senior, so she’s applying to colleges and graduate.

[00:54:50.34] spk_0:
My

[00:54:50.95] spk_1:
daughter is a senior

[00:54:52.51] spk_0:
in

[00:54:53.10] spk_1:
high school. And so the other day, she said, mom didn’t you you like majored in french and political science, didn’t you? As an undergrad?

[00:55:00.38] spk_0:
And I was like, yeah,

[00:55:03.40] spk_1:
she’s like why? It’s like, I don’t know, you know, I’ve done fine, so, but she is very much, you know, she wants to be a neuroscientist and she’s very,

[00:55:11.53] spk_0:
she follows her grandfather sciences strictly rooted in the sciences Alright. Yeah. Where did your dad teach, Where did your dad teach?

[00:55:19.02] spk_1:
University of british Columbia?

[00:55:21.74] spk_0:
You

[00:55:23.22] spk_1:
will notice like a little weirdness to have

[00:55:25.79] spk_0:
A little further north in Seattle, right, you’re from Vancouver, two

[00:55:35.33] spk_1:
Hours north of here, you hit the border about 45 minutes past that you get to Vancouver, that’s why I still say a couple of things weird like my mom and passed and I’ve been places

[00:55:39.43] spk_0:
because that’s where I was born. Your mom being right, why don’t you leave us with some inspiration, Erica Mills,

[00:55:46.04] spk_1:
tony Come

[00:55:48.64] spk_0:
on, take us out with, take us out with good marketing inspiration, you’re loaded with it. What do you come in? Come on, this is a walk in the park for you.

[00:56:46.73] spk_1:
I’m going to double down on some of the things I said, I really, I mean I’m kind of on a bender about do less, be kinder to yourself by doing less, really want that. I want that for every listener, I want it for their teams. I want for their families, I want for everybody. We’ve just gone through so much tough stuff. Um one of the questions that I love playing with that, I always play with with my, especially my my leadership, you know my leaders who I do coaching with is like how can you make it easy, Like oftentimes we make things harder than they need to be, I am notoriously fabulous and making things really complicated. Um and a couple years ago I just started asking like how can I make this easy? What’s the easiest way to do this and easy in the sense of easy? Maybe it’s for you, how do you make it easier for you, for your team, for the organization, right? Like just without losing or negating or minimizing the importance of the work

[00:56:50.13] spk_0:
that that

[00:56:50.77] spk_1:
that you know, listeners are doing, there’s almost always a way to just make it a little easier and let me tell you there’s always a way to make your marketing easier. Always, always, always. I mean it’s why I have, like listeners have heard some of the methods and the frameworks that I use, that’s why I’m such a fan of creating them and mine are all super

[00:57:08.60] spk_0:
simple.

[00:57:10.18] spk_1:
And the reason for that is because I want to make it easier. Like I want to free up that energetic space

[00:57:17.64] spk_0:
for

[00:57:18.03] spk_1:
you to be focusing on the substance of what you’re doing on the way in which you’re changing the world. Um You know, marketing communication isn’t rocket science, it’s actually pretty darn straightforward. Um and so let’s let’s make that as easy as possible.

[00:57:32.35] spk_0:
We also doubled down on have more fun, have

[00:57:35.50] spk_1:
more fun. I mean by the way that’s giving myself a permission slip. Um it’s you know, it’s easy, like if especially I love the work I do. I mean I truly it it lights me up. Ha

[00:57:46.81] spk_0:
um ha

[00:57:48.50] spk_1:
ha because okay I do have light bulbs around my neck. Um

[00:57:54.63] spk_0:
but this

[00:58:04.60] spk_1:
work can it can be heavy and getting, you know, the stakes feel high. I have some really high profile clients um you know, I need to get it right with them and for them. Um and I think that it can be we can forget to have fun,

[00:58:10.11] spk_0:
you

[00:58:10.32] spk_1:
know, we can forget to have fun. So like fun.

[00:58:12.62] spk_0:
Don’t forget

[00:58:13.35] spk_1:
Spaciousness. I always like come up with three words for the year.

[00:58:18.59] spk_0:
That’s

[00:58:19.07] spk_1:
pretty fun if listeners don’t do that. That’s a beautiful way to set the stage for the year ahead for yourself.

[00:58:23.54] spk_0:
You have three words for 2023?

[00:58:25.47] spk_1:
I do.

[00:58:27.14] spk_0:
Well no no we’re gonna wrap it up,

[00:58:31.87] spk_1:
we’re gonna leave people like wondering you can reach out

[00:58:35.17] spk_0:
Right? You have to reach Erica Yes. If you want the three words, what are the three words for 2023

[00:58:39.79] spk_1:
spaciousness, vitality and play,

[00:58:58.65] spk_0:
spaciousness, vitality and play. Alright, spacious while we talk to permission to permission to do less permission to have fun. Play play and vitality Yeah.

[00:59:00.32] spk_1:
tony And I’m gonna ask what yours are, I’m gonna I’m gonna email you in a couple of weeks.

[00:59:31.24] spk_0:
Okay because we’re recording in december. So I don’t have mine yet but we’ll we’ll go we’ll go out with yours spaciousness, vitality and play BMB. Erica Mills Barnhart, communication expert, speaker author coach. You’ll find her at Erica Mills barn and her company at klaxon hyphen or dash communication dot com. Erica Thank you very much. Real pleasure so

[00:59:33.23] spk_1:
much for having me. tony I really appreciate it. It’s been great

[01:00:11.41] spk_0:
next week the 2023 fundraising outlook report from one cause 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. 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 January 9, 2023: Gene & Amy’s 2023 Outlook

 

Gene Takagi & Amy Sample WardGene & Amy’s 2023 Outlook

Our esteemed contributors, Gene Takagi and Amy Sample Ward, reveal what they’re thinking about for the New Year. We’re talking about Twitter, donor advised funds, fiscal sponsorship, and illegal activities. Gene comes to us from NEO Law Group, and Amy is CEO of NTEN.

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[00:02:06.02] 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, Happy New Year. I hope you enjoyed your time off. I hope you’re looking forward to our New year and I have more on that in in Tony’s take two. Oh, I’m glad you’re with me. I’d suffer with sal pendulum fractious if I had to hear that you missed this week’s show, Gene and Amy’s 2023 Outlook, our esteemed contributors, Gene Takagi and Amy sample Ward reveal what they’re thinking about for the new year. We’re talking about twitter donor advised funds fiscal sponsorship and illegal activities. Jean comes to us from neo law group and AMY is ceo of N 10 on Tony’s take to take in this new year. What a genuine pleasure to have both Gene Takagi and Amy sample Ward with me us together. Substantively, it’s not just 1/50 anniversary show. No, this is not the 650th show. This is not july of 2023 Gene and Amy are with us to talk substance together and cross talk as well, you know them, but they are esteemed contributors and they are do their proper introductions, jean is 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. Tac. Welcome to the New Year’s show, Gene,

[00:02:13.49] spk_1:
thank you Tony great to be here and great to be here with AMY especially,

[00:02:34.00] spk_0:
absolutely yes, a genuine pleasure with AmY sample Ward, who is 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, Amy, Happy New Year! Welcome to the New Year’s show.

[00:02:42.26] spk_2:
Thanks. It feels like maybe we’ll revisit the intro if you’re saying our twitter handles and then we’re about to talk about what’s happening over at twitter. But you know, that’s all part of what’s to come and

[00:02:54.58] spk_0:
absolutely could end up being uh, mastodon.

[00:02:58.61] spk_2:
We’ll

[00:03:08.98] spk_0:
see about that. Absolutely. All right. We, um, we are going to start with Gene, um, to talk about Gene, you’re concerned about some, some legislative potential changes around donor advised funds.

[00:04:09.26] spk_1:
Yeah, I mean, it’s the donor advised fund area is probably one that most of your listeners are kind of familiar with because they’re the fastest growing area of charitable giving over a trillion dollars now held by donor advised funds. And that is huge, growing much faster than private foundations. And, you know, they make up some of the biggest charity charities in the country, I think, Um, possibly half of the top 10 maybe, um, maybe don’t advise from sponsoring organizations and several of those associated with financial institutions. Um, so like a Fidelity or vanguard flop Goldman Sachs morgan Stanley. Um So, you know, there’s been some heat about, well are these really charities, are they charitable giving? And the answer is yes, they are charities, even though they are associated with financial institutions. But that heat has led up to people going, well, what is the money doing? What is that $1 trillion dollars doing in these donor advised funds? Are the and

[00:04:19.50] spk_0:
this has been percolating for years

[00:04:21.88] spk_1:
and this

[00:04:28.85] spk_0:
began on the Senate, the Senate Finance Committee. Uh It was one of the Senate committees. Uh this has been coming up for years around the money parked in donor advised funds and not getting to 501 C3 charities.

[00:04:40.03] spk_1:
Yeah, I think starting with Senator Grassley at the Senate Finance Committee chuck

[00:04:44.91] spk_0:
Grassley. Right? Yes. So

[00:04:52.91] spk_1:
it’s been people have been talking about it but don’t advise funds continue to go up on this exponential growth or where they just keep getting used more and more often. Oftentimes by, you know, some of the very, very ultra wealthy individuals and there’s some heat about that too, about why do we have so many ultra wealthy individuals who can control, you know what charities are doing, who can control our politics,

[00:05:11.74] spk_0:
but

[00:05:34.10] spk_1:
that’s all part of the same story. But because of that, you know, there’s been some pushback and some legislation suggested and now sponsored and introduced, well I should say introduced into Congress, but it’s not actually been a bit on a bill that has a formal sponsor that’s before anybody other than a committee right now looking at it. And that’s called the accelerating um, charitable efforts act or the Ace Act. And that’s up, uh, in front of some congressional members and a committee right now. And that has all these reforms to donor advised funds to

[00:05:51.98] spk_0:
help

[00:05:53.21] spk_1:
sort of mitigate some of those problems of the warehousing of wealth, um, and, and money not getting out to charities as quickly as some people would like. But there are some, you know, there are pros and cons to what all that involves, but it’s good for people to sort of be aware of it.

[00:06:09.19] spk_0:
Okay. Be paying attention to this. Um, now, when at least when I was in 6th and 7th grade, we used to learn that an act becomes a bill and a bill becomes law after it’s signed. But so thank you for making the distinction. Uh, all right. So, so this doesn’t have any sponsors yet there, it’s proposed like it’s, is it in a committee?

[00:07:51.29] spk_1:
It’s it’s in a committee right now. The chances are while I’m not a great prognosticator of what happens on Capitol Hill and I’m not, I’m not based in Washington. I will say what I’m hearing from people who are, is that it probably doesn’t have a good chance of passing right now. So it’s unlikely to see changes now, but this is a growing issue as you mentioned, tony that’s been percolating for, for years and just getting more and more attention. So provisions of the act, which is probably the overall is pretty complicated and we won’t go into the technicalities here that would bore your listeners, but it’s complicated. And for part of that reason there’s not sort of universal, like the nonprofit sector, all wants this to be passed? No, there’s like people on both sides of this issue. And because of that, I think, you know, um, prognosticators who are more informed to suggest that this probably won’t pass as is, are probably right, but there are aspects of it that could find their way in other bills. Um, so that’s sometimes how laws are passed. They don’t advise when laws passed through the pension protection act, not necessarily think those are related, but they can slip their way in. So just sort of pay attention to all of these, you know, movements around wealth and power and what that means to our, um, our charitable sector and how donor advised funds are being used. Something just to, to look at. And there are several organizations who are advocating on either side of this.

[00:08:38.91] spk_0:
Okay, cool, alright. We’ll pay attention to donor advised funds, uh, in terms of wealth and, uh, you know, 88 individuals, uh, controlling, or certainly heavily influencing the charitable priorities. That that’s for, uh, we’ll have to do that on another show. Um, fiscal sponsorship is uh is something else you want us to look out for? Just just define it you know in in its basics so that everybody has the common understanding that we’re starting with.

[00:09:32.42] spk_1:
So the issue with fiscal sponsorship while it is also growing very very quickly. Um And the nonprofit sector might be aware of it but sort of the outside world might not really know what that means. And generally what it means is that there are people who have a charitable project but don’t have a charity entity with 501 C. Three status to run it. They look for another group to either how’s it um or to give grants to their group which might be considered a taxable for profit Um If they don’t have five oh one C. Three status for some period of time and that’s how fiscal sponsorship can arise it can arise in different forms but because it’s not defined by law it’s done wrong all the time. So while it’s growing.

[00:09:57.32] spk_0:
What about new charities that don’t yet have their five oh one C. Three. Maybe they’ve applied so they’ve submitted their 10 23 to the I. R. S. But the process may take a long time can they also sometimes benefiting from fiscal sponsors. So they’ll they’ll get an established five oh one C. Three to make grants to them until they get their own 501 C. Three determination. Is that is that okay?

[00:10:53.65] spk_1:
Yeah, that’s a perfect use of a fiscal sponsor and fiscal sponsors can act as incubators, even if they’re not applying for five oh one C three status right away, even if it’s something they’d like to test out and say, is this a viable charitable idea? Um, So yes, fiscal sponsorship can absolutely run that way, but if it’s not structured properly, even if that is the well intended sort of purposes of everybody involved, if it’s not structured properly, you can get into trouble both as an organization, you can end up having a donor who gets denied a deduction. Um, you can get a foundation into trouble who finds it. So structuring these things properly is really important. So as this field advances and evolves and it’s been around in informal ways for, you know, many, many decades, um, as this field advances, we want, we would like to see sort of more sort of consistency in operating it in a lawful manner that doesn’t endanger anybody and really it helps everybody accomplish what they want to do charitably.

[00:11:58.73] spk_0:
What about the idea, I mean, if you are incubating an organization, let’s say it’s it’s a few people, it doesn’t really matter, but I’m just trying to take it out of the realm of just one person, I suppose you’re incubating uh an idea and you, the Community Foundation because they’ll often act as communities as fiscal sponsors. Community foundations. You think it’s a, it’s a bonafide non profit idea, but and you make grants to it, but it turns out not to be so they don’t get their five oh one C three determination positive. What what what happens then is is the is the Community Foundation liable at all? And what happens to the deductions that were granted to the to this nascent now, not now, not Uh not a 501 C3 entity.

[00:12:51.99] spk_1:
Yeah. So I don’t want to dive too deep into the weeds. But yes, if the Community Foundation is housing and incubating the project, it’s not the same project that is housed in this new entity that is applying for five oh one C three status, that’s going to be transferred over into the new entity once it gets its five oh one C three status. So the Community Foundation is running an illegal activity, which is maybe another two We can talk about, well then the community foundation would of course get into trouble. But if it’s a small part of what the community foundation does, which it probably would be right, it would be maybe like 1% or maybe even less than 1% of the foundation’s overall activities, that’s not gonna usually result in anything terrible unless they were doing very terrible things. Which is unlikely. Um But you know, it would be different. An incubator definitely has less risks and they’ve got all their insurance and you know, legal support and accounting support to make sure that it’s not running afoul while it’s housed in the Community Foundation,

[00:13:07.79] spk_0:
if

[00:13:44.00] spk_2:
I can say something, Gene, I think as I’m listening to this conversation and from Anton has been a fiscal sponsor for many different groups, um you know, you also don’t have to be pursuing C three status, it might the whole purpose of what you’re doing could be done, you know, like we’ve been a fiscal sponsor for a group that was going to hold an event once the event was over, they were all done, they weren’t there was nothing to pursue a C three registration for, you know, So just naming that there’s a few nuances in that in the in the timeline to that, it may not be that there’s ever AC three application and something shady happened, but also the thing is over, you know, there’s a lot of moving

[00:14:00.81] spk_0:
pieces we have and what did you look for uh if you do in deciding to sponsor?

[00:15:21.47] spk_2:
Well, folks approach us, we haven’t, you know, gone out saying we would love to be a fiscal sponsor, it’s because it’s not, you know, intent isn’t set up, there are organizations of course, so that’s like their mission is to fiscally sponsored organizations, um but when we have been approached and folks have asked if we can essentially like extend our organizational privilege to enable their work, um the things that we look for are if there’s any sort of document or organizing agreement for the people involved on the other side again because they might not be, they might not be trying to be an organization but we want there to be accountability that that we can come back to um that they understand how much money they’re likely to bring in and how they’re going to spend it and that and tens books aren’t going to end up with some $10,000. We can’t do something you know um That there’s really a plan for what’s coming in and what’s going out and that they understand the options that exist for either becoming on payroll with us not being on paper roll being a short term contractor because N 10 already has staff and eight different states. But what does that look like if we were bringing someone on for a longer term and they needed to be on payroll in a state we’re not in. So we just have those conversations with them. But we have a standard agreement for fiscal sponsorship that we send to folks when we’re having those relationships and you know, separate bank accounts separate P. And L. Like all of

[00:15:42.21] spk_0:
that.

[00:16:12.33] spk_1:
Let me add just one more thing that some sometimes it’s all about creating um what when some people would call a commons. So these projects never wanted to leave but they find the efficiency of centralizing kind of administrative and back office resources and fiscal sponsor takes care of your legal filings and your tax filings, your insurance. Um and multiple projects just want to stay there forever. Um, So that that’s a use of the fiscal sponsor, a perfectly acceptable use of the fiscal sponsor as well. As long as it’s structured properly, structuring properly would be maybe my main point in this is that oftentimes people think, oh, I’ve seen somebody else do it, let’s do it the same way that may not work that they may be using the wrong example. So the national network of fiscal sponsor. Um, and then they’ve got a good sort of model of how this can be done properly.

[00:16:42.00] spk_0:
They have a book too, don’t they? Gene

[00:16:44.17] spk_1:
the book is actually from Greg Colvin and Stephanie Pettitt called fiscal sponsorship. Six ways to do it. Right. And it’s, I believe the only book out there, um, and it’s really good and not terribly expensive. So if you’re a fiscal sponsor and you’re not quite sure about what you’re doing by that

[00:17:06.18] spk_0:
Book. Okay, fiscal sponsorship six ways to do it. Right. Very aptly named book like it. Okay. Um, yeah. And there are also implications for the donors, right? If this is if it’s not created and implemented correctly. Gene the can the donors get like their charitable deduction clawed back or something like that.

[00:17:22.18] spk_1:
Yeah, they could get it denied by the I. R. S. Because if the donor directs their donation to an entity that’s not a charity. So if they’re telling the fiscal sponsor you must give this money to this project that’s a separate

[00:17:36.40] spk_0:
entity, well

[00:17:38.20] spk_1:
with a different bank account, the donor doesn’t get a deduction. Fiscal sponsor may have been aiding and abetting tax fraud. So problems there. So they’ve got to be careful

[00:17:56.72] spk_0:
okay for your donors too. All right. And on the on the illegal activity side. What what what what’s your what are your concerns there?

[00:18:00.97] spk_1:
So um as a lawyer, of course any illegal activities are concerned. But well

[00:18:06.94] spk_0:
there’s illegal and there’s there’s illegal

[00:18:15.82] spk_1:
actually that’s a really good point. So one of the things that the I. R. S. Looks at is like are you a 51 C. Three organization if you’re conducting illegal activities And they use the question that you asked basically tony There’s illegal and there’s illegal. So if you are engaging in you know civil disobedience to a small extent to advocate, you’re perfectly appropriate charitable purpose and mission. You’re probably not gonna expose your Five oh one C. Three status to to being revoked for that reason. If you’re committing a little bit of bank robbery. Well

[00:18:45.27] spk_0:
that’s

[00:18:45.62] spk_1:
probably gonna get you out of the 501 C. Three status. Right,

[00:18:49.64] spk_0:
Do it right. I mean why why do anything financially fraudulent for like $1,500.

[00:18:55.49] spk_2:
Right? There’s not a little bit of bank robbery like I want the whole safe or not. You know

[00:19:07.22] spk_0:
I mean if I’m gonna if I’m gonna compromise our reputation and risk myself being in prison. I mean, I’m doing this for at least a million and a half or something. You know, I mean, let’s make some decent money out of it, for Pete’s sake. I’m not risking everything for 50,000

[00:19:14.25] spk_2:
dollars. I want the gold bars while I want everything. You know,

[00:19:18.41] spk_0:
right, here’s

[00:19:19.60] spk_1:
how about this?

[00:19:22.79] spk_0:
Let’s go all in. I mean,

[00:19:31.21] spk_1:
The lawyer will say we are all in terms of how much money we’re gonna steal, but 99% of our staff time is spent on real stuff.

[00:19:33.03] spk_0:
It’s only one

[00:19:33.82] spk_1:
of our time I had spent on. It

[00:19:55.44] spk_0:
was, it was a tiny percentage of my time. I mean, it was just a few phone calls, a couple of texts. I mean, some some signal messages. I mean, you know, it was like a half an hour and you know, and then we executed. So it’s such a small percentage of my time. Really, why are we even bothering with this? All

[00:21:07.47] spk_1:
right. Exactly. So that’s the, there’s illegal and there’s illegal, exactly. As you framed it. Um, but I think now, why, why the illegality doctrine, as lawyers like to call it, is trending a little bit, is because we have some things that are considered illegal. That’s something that some states or jurisdictions are saying, well, no, that’s not illegal. And just sort of an example is cannabis, cannabis could be legal in some states, it could be legal for medical purposes in some states? It’s illegal for recreational purposes in other states, it’s illegal and federally it’s illegal, right? So that creates just all these weird dynamics, Can we have a five oh one C three organization where we’re cannabis dispensary for medical purposes, we’re doing it for charitable purposes. Can we do that? And the answer there is kind of know right now, if it breaks federal law, if that is the purpose of the organization and so now we’re not talking about activities now, but if that’s the purpose of the organization is to break federal law, then you can’t get five oh one C. Three status and you can’t if you have five oh one C. Three status and you change your mission, you can’t keep it. So something to look at in terms of cannabis organizations,

[00:21:12.39] spk_0:
even if it’s legal, even if it’s legal in your state,

[00:21:15.23] spk_1:
Right? Because 501 C3 status is a federal tax exempt status. So

[00:21:21.42] spk_0:
that could change

[00:21:53.07] spk_2:
and that’s for the mission of the organization. But what about or a national organization based in D. C. Because they’re a big HQ, they have their annual event in Oregon and the gala where in Oregon, cannabis is is completely legalized for recreation etcetera. And, you know, the silent auction table has like a cannabis care package is they’re they’re registered in D. C. The event is in Oregon. What’s what are the layers there?

[00:23:57.52] spk_1:
So the activities may be judged by what particular state they’re in. Although the sale of cannabis would always be sort of FDA sort of under FDA rules as well. Right? So you could always get charged with a federal crime on that, which is always the tough part. But just from The federal tax exemption standpoint, it’s kind of again fits activities if it’s doing it as an activity, that’s one thing where is it illegal? You know, little bit illegal maybe, and probably not going to really enforce or try to take away 51C3 status because of one event in Oregon where it’s legal under state law. But if that’s your purpose is to to say, hey, we don’t care what the federal law is. This is what our purposes which is contrary to federal law that can get you in trouble. So that’s the cannabis thing. But the study of cannabis or the study of psychedelics, certain psychedelics that might become approved federally and tony as you were saying cannabis could change as well. Um the study of it or the policy around it, that might be a perfect vibe. One C three purpose, either in the scientific realm or the charitable or educational realm, but a little bit of gray area in all of this. But I did wanna introduce one more area of illegality. Um and that is regarding abortion because that is another really hot topic since the jobs decision by the Supreme Court, right? So that allows basically the states to decide whether abortion is legal or not. And some states are really um strict about what they think would be illegal around abortion. So funding people to get an abortion, which what a charity might do, they might not perform the abortion, but they might provide funding and sometimes it’s just funding to their own employees to be able to access abortion in a state that allows it Um that can be illegal under state law as well. So now how does the fight, you know, that affect the 501 status

[00:24:09.39] spk_0:
even just funding an employee making an employee benefit? I

[00:24:39.22] spk_1:
think a law firm in texas, this varies amongst different states. tony so texas is one that’s been um pretty tough and in my opinion just terrible about um the laws that they’ve used and some of these laws go back decades. They’re they’re old laws that they were ruled unconstitutional before, but now after the Dobbs decision there sprung back into life. Um and so yeah, even funding employees to be able to access abortion clinics in other states could be illegal under those states. And

[00:25:50.42] spk_2:
yeah, after jobs, you know, there was like this wave of companies, especially for profit companies, but I’m sure nonprofits did it too, you know, saying like trying to I think in the spirit of of making clear their values, but clearly not thinking about the practicalities, You know, making these announcements, we will always fund our staff having access to this health care. You know, even if you have to travel or whatever. But like to to jean’s point the that isn’t very straightforward. It could if it’s known explicitly that that’s what you’re funding. It could be illegal if you’re an organization in texas, but also it requires disclosure that’s already making vulnerable a vulnerable staff person write a reimbursement which a number of folks we’ve seen say policies for reimbursement of travel. Well now there’s like a paper trail of where you went and and how much it cost and you know, like instead thinking about policies that say there may be harder things happening. We’re increasing your health benefit by this, you know, percentage of dollars just in, you know, like we have to think about the actual users here and not just the value statement where we think we’re making as an organization, you know,

[00:27:23.63] spk_0:
interesting point too about the paper trail because uh, texas again is one state where people who aid in a bet abortion can be can be sued, I think right? Or it could be right, It could be sued. So, so if there’s that paper trail that Amy’s talking about that mentions where the person went and maybe what relative may have helped them or you know that those those documents that that evidence could all be used when if if somebody nefarious inside the organization wants to wants to get some people in trouble. You know that that evidence could all be used against them. Yeah. All right. Well yeah I know well intentioned but maybe not so well thought out. But it’s it’s hard when when something so so disastrous happens. You know people want to rush to the aid like you know just like individuals who give to tsunami victims and hurricanes. You know like employers and C. E. O. S. Want to rush to the aid of their employees when they feel that there’s a uh something grievous happening to them potentially. It’s hard

[00:29:12.60] spk_1:
and I want to say we haven’t heard the last on this. These laws are going to be changed and challenged for years but right now we’re not in a very good place but wrapping it back into a five oh one C. Three package um Can the I. R. S. Take away your tax exemption because you do some of these things and then we get back to your, well is it an activity that’s illegal or is it really illegal? And um my feeling is that the I. R. S. Is not going to judge on the violation of state law unless the state has actually made that determination by a court ruling. So you can’t you might be able to pursue somebody and say well you know they violated the state law but if there’s no court ruling that says that the I. R. S. Is not an arbitrary of whether somebody has broken state law or not. So they will not take away five oh one C. Three status for just a complaint that somebody is violating these rules even though actually that might be the case. Um And nobody is not you know admitting that that’s not true. But the I. R. S. Is probably gonna want to lay low on the whole abortion topic is my feeling about it. But the illegality doctrine and there’s a similar doctrine called the public policy doctrine which was first introduced for racially discrimination which was federally allowed right And bob jones University used that as you know admission criteria or other sort of policy criteria. The I. R. S. Said no we’re going to take away your tax exemption for that even though it wasn’t inconsistent with law but it broke federal public policy. So there’s a related doctrine illegality that’s a sort of violation of public policy. But these are all things that charities just start to need to know and think about because one day it may pop up right in their neighborhood and they’ll be thinking about maybe we should have advocated a little bit harder in advance of that and try to make a difference,

[00:32:10.21] spk_0:
interesting. Um Contrast between the two examples we’re talking about cannabis having been illegal all along and now slowly becoming legal and abortion. Having been legal for the past 50 years now slowly becoming illegal. All right jean. Thank you very much. Love it. It’s time for Tony’s take to taking your new year. Welcome to your new year. I am always optimistic at the beginning of a new year. I cannot help it. It doesn’t matter if we’re in a pandemic or an economic recession in 2009. I’m always optimistic at the beginning of a new year. It’s in my d. n. a. So it’s a year of opportunity. If 2023 was terrific for you and I’m talking personally and professionally, if it was a bountiful year, it was a successful year for you. However, you define that. Congratulations. I’m very happy for you. I’m glad that your 2022 was what you wanted it to be outstanding. If you’re 2022 wasn’t if it was something less than you would have liked again, personally and professionally, Don’t let that hold you back for the new year. Your past doesn’t define your future. Your 2022 doesn’t constrain what you can do in 2023, literally each day, week month, you’ve got the whole year of opportunities, new chances to excel. So don’t let the past hold you back. If your last year wasn’t up to what you would like it to have been. You’ve got a whole new year of opportunities. Welcome to your 2023. Take it in embrace it. That is Tony’s take two. We’ve got boo koo, but loads more time for gene and Amy’s 2023 outlook with Gene and Amy Amy twitter. What the hell?

[00:32:12.79] spk_2:
What

[00:32:32.70] spk_0:
the hell? Yeah. Well immoral, immoral and unethical. To begin with the new ceo Elon musk. But uh, what the hell do we do with our, with our twitter accounts and we all three of us here have won. Nearly every nonprofit let’s assume has won. What we, we sort of have a sense of the landscape. What what, what’s your advice?

[00:33:24.47] spk_2:
I think to, to sum up my feelings. I would say like down with twitter and long live the internet. But what that means to me is a lot longer. You know, I think The decision about whether your organization should use Twitter or not is the same today as it has been every day since 2007 or whatever when I launched right? Like there’s always been, I think the need to consider if a tool you’re using that is not yours, you don’t get to own it. It is always permanently gonna be someone else’s tool, right? You’re just a visitor there. If it’s values match your expectations. If the community is there like all those same questions that we’ve talked about for years

[00:33:28.67] spk_0:
are still the same

[00:35:56.59] spk_2:
questions, you know, But I think what happens is organizations hopefully do ask those questions when they join something and then it’s like a closed discussion. And what I would love to see is that organizations re ask those questions every day on these platforms, right? Um, I would love to say the conversation isn’t about Elon musk because I would like to never have a conversation about. However, he’s really making the conversation about him by taking up a lot of the space and making the decisions right? Um, even today suspending the account that was like a bot that just posted when his jet went places and now that’s been suspended. You know, it’s like, okay, there’s just so much going on there. The issue to me isn’t, what has Elon tweeted or what has he done and more? Is it a platform that has the capacity to be safe for your users in your organization? Well not if every single member of those safety teams has been fired. Right. Um, is it a platform that’s going to be reliable because maybe you’re using it to communicate in real time situations, updates, et cetera? Maybe not When the again teams that support the reliability and uptime of the tool have been fired. So if it is meeting your needs, if your community is still really active there, if it feels like it’s a good fit, I’m not gonna say empirically, there’s only one answer to using any tool. Is it a tool that intent is using anymore? No, it doesn’t meet either the reliability or the values piece that we expect. We’ve seen tons of community members. Um, board members organizations, you know, post their last tweet and some of them, it’s like a very sad goodbye. And for others, it’s find me on linkedin, here’s, here’s my profile, right? Um, and for others, the last tweet didn’t even know that it was the last tweet. It just was the last tweet and then there weren’t, weren’t anymore, You know, it wasn’t a sign off, it just kind of ended. Um, but I’ll say all that and pause and then and and hear your thoughts.

[00:36:38.40] spk_0:
So what, you know, the concerns about safety reliability, these teams having been fired. Um, what about just taking a wait and see what might replace them? I mean, it’s still, we still are now january while we’re like two months into his 2.5 months or so into his ownership. Um, Should we, should we wait? Well, and I should say we’re recording in mid december. So it may not even, it may emerge by the time this comes out in early january. Um, should we, should we wait and see what

[00:37:59.71] spk_2:
was, I think something to think about is that there is no clear timeline for what wait and see means there, there has not been a, we’ve fired all of these teams that provide the reliability of the tool and the safety of the tool or at least the illusion of safety of the tool. Um, and we’ll be hiring for those teams on x date, that’s not been the process, right? So, um, that’s not to say posting your last tweet includes deactivating your account and leaving and everything right. It could just be Maybe you stop using it. Um it could be like in 10 has done, we don’t put money into the tool so we don’t buy ads, we don’t promote things right? So we’re not investing in what it is and the accounts open, we still have a notification set so that if a community member chooses to like tweet at us and say hey how come I can’t find this about the conference, we still see it and could provide that customer service, right? Um but it’s not a place that we are spending our time spending our dollars spending our energy even if you could still find the antenna count right? Um And I think that’s a place that for us feels like we haven’t walked away from the community or whatever parts of the community are still on the platform but we have made clear our stance is that this is not a place that feels worthy of that investment right?

[00:38:20.11] spk_0:
What have you done personally with at Amy R. S. Ward?

[00:40:22.50] spk_2:
I already used twitter so inconsistently like there’s one day where I just see five things and I’m like like in everybody’s tweets and replying to people and then I like accidentally go five weeks without tweeting just because I you know I wasn’t I wasn’t logged in or I wasn’t looking at things. Um I don’t know that I have tweeted recently, I don’t have, I don’t have even in my tab purgatory of my two screens, I do not have twitter open anywhere um I think the place, it’s really interesting. The place that twitter started out for me is kind of where it has returned to of very hyperlocal like there’s so many Portland’s folks that I don’t otherwise see because I never leave my house or you know they don’t work in nonprofit text so I wouldn’t otherwise connect with them but there I could still see them on twitter, I think that’s a place where it started out and I still want to know what the replacement is. Of course I’ve had lots of calm conversations with folks who are like well where should we go and we can talk about that but I also would encourage organizations to remember that you probably are already in more places than just twitter. You know, you probably do already have a linkedin page or if not pretty easy because your employees probably have linkedin profiles and you know, set up some space there um and most importantly, out of all of this again, you and I have talked about this but I really want to make clear in the midst of this kind of twitter, what is social media anymore conversation that you never owned any of that data, you never owned those pages, you never own those profiles, you never got to control them, you do control your website, you do control your email list, make sure that you are building up that list. That you are communicating with people directly in channels that you can directly um, message to because that’s no matter what happens, twitter returns and is a place of Utopia, you still won’t own it, right. And you will own your list and you will own your website and making sure that you’re, you’re really thinking about spending your time and money and staff time in those places. That’s

[00:40:52.33] spk_0:
really valuable. Basic but valuable reminder to cherish and build on what, what you do own your your site, your list. Yeah,

[00:41:01.38] spk_1:
I think there’s, you know, some difficult equity considerations in in twitter’s value um as well. So beyond what the owner who is also the only board member, uh,

[00:41:09.93] spk_2:
that’s the best practice, Right?

[00:42:24.32] spk_1:
Uh, so beyond beyond him, uh, there’s the consideration of, well, where are the folks you are serving? Where are they at? Is there a virtual town square where they’re at? Because many, maybe on twitter and they may still be there and for you to give them messaging, that might still be important. So I’m not, I’m still on twitter and conflicted about it, but I don’t want to be judgmental about charities that decide to stay on twitter because that may be still a really important way for them to reach out to their audiences. Um and for the audiences, I don’t want to be judgmental of them either because there are a lot of people who are not privileged to be able to access a lot of other technology and other platforms. They might, you know, find twitter super easy and you know that’s what they have and I’m not yet willing to say we’re just going to leave twitter to become this, you know, white heterosexual male dominated platform and Ellen and his bros can do whatever they want with that without any pushback from other perspectives there,

[00:44:15.41] spk_2:
I hope Tony Let’s make a 2023 resolution that gene and I get to do more shows together um because it brings up such a good just hearing you share that Gina and I agree with everything. Um as always let the record reflect, I always agree with Jean and I am always doing legal activity. Um is, is the version of this from a few years ago about facebook, right. And there’s some really unique and important differences between the twitter options available just like because of how the platform works versus facebook, you know, twitter is public by default. You don’t have to have a twitter account to go see what an organization had been tweeting about. Here’s some information right versus facebook which is very like within the world of facebook um the data trail that that creates is very different right? Organizations could say despite the hellscape we’re staying in twitter and we are to loop back to the previous conversation, um, an abortion fund and we are going to make sure that we are sharing information. No one has to interact. No one has to like ask us for it. But we’re putting this information out right in a place where people maybe find it in a search on facebook doing that or saying here’s our upcoming fundraiser to raise funds for abortion funds. Everyone who RSVPs for that event and has a texas address, has just created a data trail that is likely very problematic for them, Right? And the organization maybe didn’t even understand that’s what is happening, Right? So they are very different platforms, very different ethical dilemmas for sure. Um, but but what they mean for you as an organization staying there and what kinds of compromises you might be creating for already vulnerable communities are very different because they are just very different platforms, right? That operate differently.

[00:45:09.04] spk_0:
If we if we should decide to go elsewhere. Uh, let’s let’s talk about And you well, you mentioned, you may want to put on twitter that you can now find us on, we’re gonna talk about mastodon and uh, there’s another one post. Um, but you may want to just alert folks that your activity has moved, you know, over or or like you said, find us on linkedin or you know, we’re very we’re still very active on facebook. You know, instagram maybe, you know, maybe our channel. You know, whatever you want to I think you want to let folks know what you’ve decided without just disappearing. Mm

[00:45:14.16] spk_2:
hmm

[00:45:14.93] spk_0:
And

[00:45:16.37] spk_2:
like you probably should have those links on your website. So have updating your bio to say,

[00:45:22.54] spk_0:
you

[00:45:54.15] spk_2:
know, visit our website and find the channel that works for you or something. You know, you don’t have to um, you don’t have to write that farewell letter As in last tweet with every link to every site. Right? But making sure that you do think about what a user is going to see if they do try to look you up and have the bio be updated or whatever. Um there there are a lot of folks talking about mastered on host, these other platforms. I’m, I have accounts on them. You are welcome to find me. I’m not posting a bunch there or anything but you know me, I like to just see how tools developed. So I’ve had accounts on both of those and um,

[00:46:06.02] spk_0:
you’re more, you’re more altruistic than I am. You like to see how the, how the, how the platform develops. I just want to grab the name tony-martignetti

[00:46:15.28] spk_2:
before for

[00:46:22.96] spk_0:
somebody else who’s been on my show. I’ve had tony-martignetti other, another tony-martignetti on my show. Um, he never had me on his show come to think of it.

[00:46:25.18] spk_2:
Well there is as of today no other amy sample ward. So there’s only 1 20

[00:46:31.88] spk_0:
but but I’m not posting, but I wanted to grab the grab the real estate but I did it for more selfish reasons you

[00:46:38.05] spk_2:
did altruistic.

[00:46:39.81] spk_0:
I

[00:49:20.47] spk_2:
mean I think that um as is true with a lot of social media platforms that have been uh financed by and developed by the privileged communities of tech development, that’s who’s mostly on those platforms already right? Even though they’re very different mastodon is, you know, kind of like what’s the open source values, whatever. I haven’t seen a lot of that and and post trying to be more about like what are you really thinking and like content focused mostly screenshots of tweets so it feels a little um, a little, a little bit of whiplash but I wouldn’t say that it’s bad if you are like tony and you were like, but there’s so many organizations with our acronym like we want the the handle go for it but don’t go fill the account with content as if you are present there, just just sit on the handle, you know, because once you have a complete profile, Well now it looks like you are trying to post there and people don’t know how to interact right, just hold, it reserve it in your name, put the password in last past, you know, but but don’t, don’t um like I’ve always said and 10 doesn’t have an account on these platforms even though I just said that I do and a number of staff do because you aren’t going to use individual first platform as an organization. Well, if you haven’t been an individual first um, to actually know how it works. What’s the ins and outs of this tool? What are the norms? Um, mastodon works a little bit differently than folks may have experienced um, where you are in order to even create an account, you have to pick kind of what, what server you want to be associated with that changes what name it changes your default kind of news feed. Um, so there are a lot of things that you aren’t going to know out of the box for your organizational profile, you’re gonna need to play with it. And they’re, all these tools are developing a lot faster as they see hundreds of thousands of new users, you know. Um and I think again, back to the values point, they are also experiencing the challenges of lots of users write posts. Said that it only took six days before they had to take swastikas down. So what is it, what are the, what are the platforms doing, what are the values there? How are they moderating or managing content safety users before you say, oh yeah, let’s have our organization profile there.

[00:50:14.09] spk_0:
I did see uh a nonprofit power user and and very popular person, of course Beth Kanter, uh she’s active on mastodon. She didn’t just, she didn’t just take an account, but she’s actively moved there. Um, posting lists of other nonprofit folks to to follow that, you know, that she follows, so that another, another drop another name, J Frost, I see he’s there. Um so I mean that’s just, that’s just two people uh but beth in particular happens to have many hundreds of thousands of followers or had on on twitter. Um so it’s, it’s pretty monumental decision to believe that kind of um that kind of largeness and, and go to something where you know, you’re now, you now you now have zero followers on on day on day one. So that’s a significant decision. Um so I’ve seen and there’s some other folks too, but those, those, those are the ones that come to mind that, that have made the move there and and are active and actively encouraging others to

[00:50:38.88] spk_2:
come,

[00:50:41.86] spk_0:
you

[00:50:42.71] spk_2:
know, and I, and I think not to put Gene on the spot, I know this isn’t what you were prepared to talk about, but

[00:50:49.29] spk_0:
I

[00:51:51.18] spk_2:
think we saw this with facebook and you know, facebook had its own rules about how they would kind of pursue this. But these new, these new platforms will have to have their rules too. And that is organizations who don’t necessarily have a registered trademark but are very clearly like the United Way of Portland or something, you know, and then somebody went on there and created that account already, right? And is trying to sit on it, twitter has experienced, you know, people sitting on the accounts and then um people needing to have access to them and saying that’s actually my name or my organization’s name or you know people that sit on the U. R. L. S. Of like World War three. Oh now there is one, we need that U. R. L. You know whatever um so that that will there there will have to be a course whatever that course maybe for resolution on that. I also I just don’t want people leaving the conversation feeling like they need to spend the next two hours finding these platforms requesting an account and trying to sit on their organization’s name themselves. Like if you want to you can but don’t feel that’s not the takeaway here.

[00:51:56.72] spk_0:
Yeah, don’t do it, don’t do what tony-martignetti did or

[00:51:59.98] spk_2:
just don’t feel obligated that you have

[00:52:01.69] spk_0:
to,

[00:52:03.61] spk_1:
I’m sitting on a post account tony and I’m active on mastodon uh as well. So yeah I I think it’s going to be a tricky thing but for organizations, if you do find somebody using your name, you may want to bring it up and challenge that you talk to a lawyer about that, especially if they’re putting anything in that misrepresents your organization, if they’re acting like they’re spoofing your organization and putting out some content that’s not true or bad for you, make sure you put a stop to that

[00:52:34.39] spk_0:
I guess there are people who would do that and just hope to make some money at it Like

[00:52:40.35] spk_2:
there’s definitely money to be made. You

[00:52:44.04] spk_0:
know, if I get the ford motor company or Tesla or something, you know, I’ll be happy to sell it to you for $150,000 or well a million and a half seems to be my price. So

[00:53:08.96] spk_2:
I mean we see that with U. R. L. S already right. People just buy lots of U. R. L. S. Waiting for somebody to create a product called like the or uh, the oreo slushy. Great. Now we invented it. We need to buy that U. R. L. From you, you know? All

[00:53:09.20] spk_0:
right.

[00:53:10.19] spk_2:
We’re all in the wrong business. Let’s just go buy a bunch of

[00:53:29.93] spk_0:
alright, um, amy anything more? We should talk about mastodon. Oh, I did want to just clarify for folks because you mentioned mastodon, you have to select a server. It’s really just to me it’s a community. sure, but there are only about 10 of them. It’s not like there’s a knitting community and a and a rock climbing and a soccer, you know, it’s not like that. Not yet. But I don’t

[00:53:39.52] spk_2:
want to use the word community and have folks get to that first page and see the word server and have no idea where the word, you know, But yes, you’re right. You are, you’re kind of choosing the space. That’s your entry point into the world of mastodon

[00:53:57.09] spk_0:
And there is one with a social good label to it. So Beth Kanter is at Beth Kanter dot Social Good something.

[00:54:03.76] spk_2:
It’s

[00:54:04.20] spk_0:
like you said it it affects your

[00:54:06.10] spk_2:
your name

[00:54:06.92] spk_0:
affects your screen name, your your handle your I. D. Yeah.

[00:54:57.74] spk_2:
Um I the only last thing that I’ll add in our final minutes here is a very long time ago, people have been like O G listeners um you know, we used to say, well how would you know what social channels your users are on And you know, we’ve talked about having in your own website for your user profiles or in donation uh forms wherever you might be getting feedback from folks now that they have to put their U R. L. In, but just a checkbox like Oh yeah, we do. You I have a facebook account, an instagram account and whatever, you know, whatever it might be. Um make this is an opportunity to go check those lists and say maybe we should add mastodon on or maybe we should add post or we should update what options were actually providing. So so that you could notice, oh, there are a lot more people now here. Maybe it’s worth us looking at that platform. Right. So if you’re doing some year end data cleaning, look at your at your profile forms or your feedback forms where you might say, what tool, you know, what are their channels are you on and add some more of these newer tools.

[00:55:20.84] spk_0:
Amy sample ward Ceo of N 10 for the time being. She’s at

[00:55:26.18] spk_2:
they

[00:55:45.50] spk_0:
are at amy R. S Ward and Gene Takagi, principal attorney at the neo nonprofit and exempt organizations law group for the time being at g tech, but also you’ll find him on mastodon and post amy. Thank you jean, thank you very much.

[00:55:47.74] spk_2:
Thanks so much. tony I really do want to do shows together with jean.

[00:55:51.47] spk_0:
No, I concur yes, that’s uh that’s a good idea. Well let’s make sure we do another couple of these this year.

[00:55:57.73] spk_2:
Perfect,

[00:56:27.95] spk_0:
alright and again, happy new year. Next week. Erica mills Barnhart on common communications conundrums. 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 B with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for December 19, 2022: Grameen Team Dream

 

Alex CountsGrameen Team Dream

In his brand-spanking-new book, “Small Loans, Big Dreams,” Alex Counts recounts the story of Grameen Bank’s wild success moving millions of people out of poverty by elevating microfinancing for the poor. Alex tells the story and shares valuable lessons beyond economic development.

 

 

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[00:02:03.49] 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. Oh, I’m glad you’re with me, I’d be stricken with galactose EMEA if you tried to sugarcoat the idea that you missed this week’s show, Grameen Team dream in his brand spanking new book, small loans, Big Dreams Alex Counts recounts the story of Grameen Bank’s wild success, moving millions of people out of poverty by elevating micro financing for the poor Alex tells the story and shares valuable lessons beyond economic development. tony take two take time for yourself. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C O. It’s a pleasure to welcome back Alex Counts. He is the author of the book, Small loans, Big Dreams, Grameen Bank and the micro finance revolution in Bangladesh America and beyond His other books include Change the World Without losing your mind and when in doubt, ask for more which we talked about on this show. In 1997 he established Grameen Foundation with the support of nobel laureate dr Mohammed Yunus became its President and Ceo and ran the Green Foundation for its 1st 18 years now. He’s an independent consultant to nonprofits including the India philanthropy alliance and an adjunct professor at johns Hopkins University, He’s at Alex Counts and Alex counts dot com. Welcome back to the show Alex Counts. Pleasure

[00:02:11.83] spk_1:
to be here. I love what you do, tony and just so looking forward to the conversation

[00:02:16.17] spk_0:
Oh. Thank you absolutely yes, we have the hour together. My pleasure as well. Thank you, Congratulations on the book.

[00:02:23.78] spk_1:
Well, it’s it’s great to have it out there. It’s a you know, it’s a third edition um but it was so, so much needed to be out there because so much has happened since the second edition really feels like a new book and it was about quadruple the work, I thought it would be to get it out, but it was more than worth

[00:02:53.85] spk_0:
it. Absolutely more than worth it. Of course, of course. Alright, let’s start with a basic understanding what let’s acquaint folks with what microfinance is. So we know everybody’s on the same page to start. Sure,

[00:03:55.37] spk_1:
well, you know, mike as some histories of microfinance explain this, my book isn’t one of them that, you know, the, the idea of bringing financial services to people that are excluded from them as a way to help them self actualize, get out of poverty, get more control over their lives goes back Hundreds of years. People have been trying it in fact, um the pawnshop in its origins several 100 years ago was an effort to bring financial services and it kind of morphed into something that’s now kind of seedy, but in its modern incarnation, Muhammad Yunus and some other innovators in the seventies said we want to bring financial services, especially loans to people who lack collateral are illiterate. Poor women have all the disadvantages in, in country of Bangladesh where he started and we want to design a bank. Uh that is, is not just has them on a, like a kind of little charity program, but it’s actually designed especially for them and gives them financial services, things you and I take for granted alone when we needed a place to deposit our money, insurance services, makes it available to them. And what they found is

[00:04:07.05] spk_0:
people

[00:04:36.65] spk_1:
are so hardworking and so grateful for it that they really prioritized paying back the loans, depa visiting money when they had extra and it made for a bank that was able to sustain itself over time and help many of those women and their families get out of poverty, if not in that generation then set up their Children to get out of poverty. So, and you know, it’s it’s loans to start start or expand a small business. Um and uh is is, you know, so it’s not just loans for consumption or loans for uh some of it may go to that, but it’s mainly loans to engage in some sort of productive activity that the poor are doing already for the most part, but just do it a little more capital.

[00:05:23.14] spk_0:
You quote Mohammed Yunus uh saying that I think it’s access to capital or or access to credit is a human, right? Let’s acquaint us with Muhammad Yunus because he’s, he’s key to the, to the, well, he’s the founder, He’s key to this expansion of microfinance. I know he’s a mentor of yours, a colleague of yours, a friend of yours, acquaintance with this with this nobel laureate, you

[00:05:45.25] spk_1:
know, I’ve I’ve made a lot of bad decisions in my life, big and small, but one of the best was adopting him as a mentor at a time where he was willing to take on someone with, you know, only know skills, just idealism and energy. Um and I’ve adopted many more mentors, but he was he was a very good choice. Uh um and basically, when he talks about credit as human right? Just just to take that he’s, you know, people have criticized it and people who criticized him up and down. Uh and you know, that’s part of being a public figure and getting the Nobel prize and all

[00:05:53.35] spk_0:
something bold.

[00:06:58.93] spk_1:
Exactly. Um and if if you if you want to do something bold for society, you know, and you want to be successful, get ready for criticism. It’s it’s coming your way. But basically what he’s saying is, you know, and when the U. N. Says that everyone has a right to free speech or to health, health for all the way it was normally done was it was like it was the responsibility of governments to bring that to people? And he said, why don’t we give people a right to actually realize those things for themselves and and he thought that one of the key tools that people could use to actually realize their own right to food and right to shelter was to actually have the credit to be able to to be an agent of their own empowerment rather than waiting for someone else to do it. And so that’s why you said it was it was the human right that could help bring a lot of the other human rights to people who lack them. But basically he was a you know, so you know, son of a of a kind of upper middle class jeweler, not very wealthy but not poor in Bangladesh uh went off on a Fulbright fellowship like I would do to his country, but he took the full full right to the U.

[00:06:59.74] spk_0:
S. Uh

[00:07:45.46] spk_1:
got a PhD in economics at Vanderbilt. And while he was, you know, thinking about staying in the United States, he liked it here when his country fought a liberation War and became independent in 1971 he got caught up in the idealism of building a new country and he moved back to what would a country that kind of isn’t far from what Haiti is today in terms of broken down, nothing works. No, you know, just it was, and he said, well let’s just start and he started teaching. Um but but he didn’t get too far into teaching Economics at the second most prestigious university in the country um before he just started saying, gosh, you know, this seems kind of empty teaching when people are starving outside my classroom, let’s go figure out, let me get close to the problem um that and see what’s going on there and see if I can even help one person. And through through a series of hundreds and hundreds of conversations with people in the villages around his university,

[00:07:55.99] spk_0:
he he

[00:08:04.06] spk_1:
said, first of all, agriculture is important. So he started a pretty successful agricultural program, but then he said that didn’t really do it. He said that fundamentally people lack access to capital to apply their skills in the market place. Um And then he started a tiny credit program, but then he had the boldness and the and the tenacity to develop

[00:08:16.87] spk_0:
his own first with his own money.

[00:08:55.03] spk_1:
Yeah, he his 1st $27 was he just, he couldn’t, but then he said wait a second, I can only do this, I can’t do this for you know, I so then he started getting banks involved in doing it institutionally. But originally he was just he was shocked that such a small amount of money was holding people back because basically people were, you know, in the thrall of of money lenders and basically most of the profits of the work they did, they were they were quite skilled stool makers in that village. It happened uh and they were making these beautiful stools and getting a tiny fraction of the value of them because they didn’t have the money to buy the raw materials. So he just he likes $27. Will will will set you all free from almost slavery, you know, I’ll do it today, but then he said, What’s the institutional solution to this after they he saw them succeed and

[00:09:08.21] spk_0:
that and that

[00:09:09.14] spk_1:
Started what became Grameen Bank, which today serves eight million women across this country and has been a model for programs serving tens of millions more.

[00:09:23.87] spk_0:
And uh he and the bank won the Nobel peace Prize In in 2006.

[00:09:45.80] spk_1:
It was a big surprise. I mean, I I thought if he was ever gonna win, it was gonna be 2005, which was the international year of microcredit, which we a bunch of us kind of had been conniving to get the U. N. To adopt and they finally did and but and once they didn’t get it, then we thought it was lost cause and they, you know, they have oddsmakers for who’s gonna win Nobel prizes, you know, like for everything And he wasn’t even on the like the top 10. And yet he is a surprise he wanted um and it was, it was just, you know, an amazing recognition. Um it was also a double edged sword as I didn’t, as I barely understood then I should say. Um it was going to bring new resources and attention to him and his work and people that worked with him like me but would also bring new scrutiny and criticism and enemies uh and all that played out in the years after that surprise announcement.

[00:10:14.77] spk_0:
Did you go to the ceremony?

[00:10:16.60] spk_1:
I did. Um I

[00:10:18.78] spk_0:
looked okay. I looked for you in the audience. There were, there was a couple of videos, I didn’t see you. I want, I figured you were there. I looked for you.

[00:10:57.73] spk_1:
Yeah, it was, you know, it’s, it’s always you know, kind of a classic problem. You get a big honor and who travels with you and and all. But you know, I was fortunate enough to be invited. I, I sat in row 12 next to my board chair, Grameen Foundation and friend Susan Davis. Uh and uh uh and uh and it was just you know, it was, it was like this dream come true and then you go to this concert afterwards and like Lionel Richie and Sharon Stone and all these people are celebrating it just, I remember walking out of that evening and like oh my God, like everything we wanted in terms of, you know, getting people to pay attention to what Muhammad Yunus had done that we always felt was not given the attention, it deserves, its like that era is over and it was over but the year ahead

[00:11:10.10] spk_0:
was didn’t

[00:11:24.61] spk_1:
turn exactly as we thought, but but it was an amazing recognition. The Norwegians do a super classy job with it. The weather stinks of that type of year. But other than that, it’s just it’s every aspect of it is done beautifully and they’ve really the whole city, maybe the whole country, I didn’t really travel is like it’s a city designed around the concept of

[00:11:31.65] spk_0:
peace.

[00:11:32.39] spk_1:
Um and museums and everything about it is um they’ve like adopted the Nobel Peace Prize almost became their like civic religion. Uh and it’s just beautiful.

[00:11:56.01] spk_0:
You know, my work is planned giving the Nobel prizes were originally a gift in Alfred Nobel’s will to uh to I think to a university. Yeah,

[00:11:56.50] spk_1:
there’s something around that history

[00:11:58.02] spk_0:
and and

[00:11:59.12] spk_1:
then all of them are in all the mix up. The peace Prize I believe are given in Sweden. But because he believed also in Norwegian Sweden kind of solidarity, he had the peace prize done in Oslo and uh and that’s been a tradition ever since, I guess that must have been in his will as well,

[00:13:01.15] spk_0:
This idea of of $27 being transformative to to someone’s business. Um and and you know, let’s just let’s just say a little more about that. He started in Bangladesh. And then, but then, I mean the bank between the bank and the foundation, I recorded uh Philippines, Nicaragua, India Uganda Rwanda Cameroon Haiti Indonesia. Uh the us were gonna, I’d like to talk something about the US to uh where maybe $27 isn’t quite transformational, but still what we would consider small amounts of capital can be can be Transformative, but you know, talk about those opening days where and what what the lives of the women were like that, $27 could be could be so influential. So so valuable to them. Well,

[00:13:30.32] spk_1:
it’s, you know, it’s a little misleading because $27 was worth more than and the and the and the and the Bangladeshi Taco is worth more. But you know, still it’s a it’s a small amount, it’s let’s let’s say in today’s dollars, it might be uh you know, a couple $100 for 40 people. Um And we’re talking

[00:13:31.17] spk_0:
About, let me just orient folks, we’re talking about mid 70s, the bank started in 1976.

[00:16:07.80] spk_1:
Yeah, he exactly, he he had been kind of walking around the village is um basking in the glow of the successful agriculture project, but then the people who didn’t have any land were like, we didn’t really get help much. Um And so he said, well what would help you? And then basically he found that and this has become a generalized issue that, you know, as as my board chair, Susan Davis said um she said, you know, in the in in developing countries, there aren’t enough jobs, there isn’t a social safety net. So basically a lot of people, it’s You work for yourself or you starve. Now you may not be the greatest entrepreneur or you may be very good, but it’s your only choice. And so you try your best to do some sort of economic activity that you don’t need to rely on someone else to employ you or the government to give you resources, you’re on your own. And so people use, I mean some of these businesses are capitalized with the equivalent of $10 or $15. Um and and it’s very inefficient because you know, they need to go back and buy raw materials every day. And that costs money. And so, and so suddenly if you, if you have someone running a a tiny tiny business, whether it’s trading or manufacturing or services and you go from having working capital of $15 to $100 that can be revolutionary, that can bring efficiencies that can allow you to take risks that can allow you to go to scale that you wouldn’t, and then, and some people stabilize their, you know, they don’t, poverty isn’t gonna end in their generation, it may end in the next one because they use a little bit of surplus to educate their kids. But other people, you know, people that might have been Bill Gates, uh, if they lived born in different circumstances. Next thing, you know, their business is $500 of capital and $1000 and $10,000. Uh and uh, and again, people say, well not not all of the poor entrepreneurs and true, but but all poor people want to survive. And again, when they’re not jobs, there’s no social safety net, you gotta, you gotta try your best at business because that’s your only option and you’re probably gonna be more successful of two conditions. One is you get capital and two, if you, if you’re in a supportive network of people that are going to try to open doors for you throw business your way, talk you out of bad ideas and and and foolhardy risks because as I say, running nonprofits or, or you know, I would have a lot of good ideas, but one out of every three of my ideas was a bad one and I would have smart people around me to talk me out of the bad ones because I didn’t know what they were. Well, the same thing is with Grameen the ingenuity of what he said is he organized people in these support groups or solidarity groups and you couldn’t, you couldn’t borrow from the bank unless you were part of one. And those groups have incentives

[00:16:21.14] spk_0:
to be

[00:16:37.07] spk_1:
there to kind of support and oversee and help each borrower which is, you know, important for any, I mean you talk to any business man who survived or woman, they’re gonna say, you know, there were, there were moments where I almost came off the rails, but someone helped me. Um, and a family member and investor, a spouse, whatever and you’re trying to re create that supportive environment social environment through building it into the lending system. And and that meant that you didn’t even need collateral because you had that supportive network the incentive to repay. And and you know, absent short periods after a natural disaster, Grameen has had 97 98 99% repayment for its entire history.

[00:17:42.86] spk_0:
You just scratched the surface of something that I’d like to go a little deeper on our misconceptions of the poor that there that that that they’re not bright that they’re not ambitious. Uh many may in fact be illiterate, but it goes beyond, it goes beyond the the misconceptions that we have that in terms of their their innate skills and resourcefulness and desires. Talk some about what you think are misconceptions here in the US are around the poor. Yeah.

[00:18:05.26] spk_1:
And and and people tend to be particularly misconceived around the poor in their own society. You know, they might say, well the poor of Asia are hardworking maybe. But in my own environment. And because you see the way the way I see it is, you know, we have to tell ourselves stories that that we can kind of live with ourselves if we don’t live in poverty of why it’s okay that people um why there are people here that I don’t have to like, you know spend a lot of time trying to address that because if you know, if if they’re

[00:18:12.39] spk_0:
not, if

[00:18:13.44] spk_1:
they’re not bright if they’re not hard working if they’re somehow engaged in uh self destructive behavior and all of that happens sometimes. But if that’s the root cause of it, then I can kind of let myself off the

[00:18:24.12] spk_0:
hook and I can let

[00:20:14.45] spk_1:
my government off the hook, I can let my charitable work because it’s like they do it to themselves. And and yet the truth is that people that live in conditions of poverty in certain ways are more highly skilled than you and I um as one of the women and I quote in the book who ran a kind of a like a microcredit program in Connecticut, she says, you show me a woman on $600 a month on a welfare check or through a business who can like get her family through the month, month after month. Like that’s a scrambler. That’s someone who can like optimize finance more than you and I can and and so you know, we you get thrown into an environment, you and I were to get thrown into environment and let’s say the language issue wasn’t there and we had almost nothing and you know, you know, and a lot of people around us that almost nothing we would fail. And they would succeed because they know how to, they know how to kind of get the most out of a small amount of resources and you and I aren’t used to doing it’s a skill we don’t have. And so when you start and this is Mohammed Yunus is kind of brilliance and it’s really generalize Herbal outside of the financial services, is he? It’s really a strengths based approach. It’s like, let’s and and there’s a management theories like this that I’ve been exposed to a little bit, which is, they say, you know, if you’re a worker in the white collar worker and don’t spend your life trying to trying to address your weaknesses, just put yourself in a job that maximizes your strengths and forget about your weaknesses. And, you know, it it’s as good as far as it goes. But in this case he’s saying, let’s let’s look at what the poor, the mere fact that they’ve survived poverty means they must have some skills and drive and determination and tenacity. And then let’s build on that and let’s build a financial system that kind of, that draws that out rather than looking at them as a series of deficits that need to be addressed by, you know, you know, by well intentioned people that are gonna teach them something, uh you know, at the end of the day about surviving with a little the small amounts of resources, the poor have a lot to teach us.

[00:22:25.12] spk_0:
It’s time for a break turn to communications. They have their bi weekly newsletter out, they talk about sort of timeless strategies, things that they’re advising you take a look at again for the new year that they’ve talked about in the past over this past year going public with a new strategy. New strategy is only as good as your ability to explain what it aims to achieve and why it matters to your key audiences. The case for creating a PR wolfpack enlist a squad of allies to help drive your PR efforts because journalists are so overworked and burdened, it’s hard to get their attention. Are you overlooking your most important audience encouraging you to speak smartly be intentional about when you’re talking internally to your, your own teams and the power of apology saying you’re sorry and meaning it never goes out of style. Of course, there’s a link to each of these where you can read the full post in the newsletter. They just give you a little little paragraph and I reduce that to a sentence. You can get their newsletter which is called on message. If you go to turn hyphen two dot c o. Because why would you want to do that? Your story is their mission. That’s why now back to Grameen team dream. Most of these folks I think are are born into poverty. You know, so it’s it’s been generation after generation. And as you said earlier, you know, if if if they can’t get themselves out of poverty in, in their own generation, you’re you’re confident that the next generation will will be better off than than their parents. That’s

[00:22:25.43] spk_1:
right. And, you know, the research on microfinance, which is a whole controversial area that I’ve taken

[00:22:30.37] spk_0:
some, I’ve

[00:22:57.38] spk_1:
taken some stands on that been highly criticized and um and we can get into that if you want. But basically what it tends to say um is that, you know, a segment of borrowers somewhere between 10 and 25% do extremely well. Like there there again, these are these are people that might have been Bill Gates um or mike Bloomberg, if they’re born in different circumstances, you give them $100 and wake up five years later and they’re like, they’re doing great uh for that village. And uh then there’s another segment, pretty much most of the rest who are only gonna benefit modestly, like their entrepreneurial skills are limited there, they’re there and they work hard with it. Um and and people say, oh my God, only, you

[00:23:10.99] spk_0:
know, you know,

[00:24:09.40] spk_1:
Only 25% succeed. Well, the truth of the matter is 25% succeed wildly and the rest succeed modestly. But when I when I’ve gone back to visit with people who have benefited from microfinance, you know, and and some of these studies just follow them for six or 12 months and I go back like six years or 12 years or 20 years later, I see that, you know, they’re still living in conditions that maybe aren’t that much better than they lived before, but especially when you lend to the women who tend to think inter generationally have a longer term um kind of you than men do. I think on average and all the societies I know that they they took that extra money and they invested it in the nutrition of the Children so their brain development was a little better. They hired a private tutor to make sure they would pass the government exam so they could get a good job. And then you see that you know that the the educational status, the nutritional status, the ability to get a job or to create your own job. Um it’s just wildly different from one generation to the other. So if you look at that woman, did she get out of poverty in the two years since she started bothering three years? No, but did she have a plan that she was now able to put into motion so that her Children, you stop that generational cycle of poverty with her generation very frequently I saw. Yes. And and again, I don’t think the researchers have have had the patience to look at that. Look at those long term trends, but to someone who’s been around the field for 30 years, they’re very obvious to me.

[00:24:46.96] spk_0:
I’m glad you brought in women because initially the bank was lending to anyone, but women turned out to be the better credit risk. They were more reliable re payers than than the men. Can you flush that out a little more than than what you said. Just you know,

[00:25:11.00] spk_1:
this Mohammed Yunus didn’t begin as this kind of like this feminist, you know, ideal. He he just, he kind of approached it pretty and pretty simple, pragmatic way. He said the banking system as I understand it has three balls, it’s anti poor, anti women and anti illiterate.

[00:25:17.38] spk_0:
So

[00:27:02.17] spk_1:
I wanna I wanna bank that that you don’t need collateral, you can be poor and borrow um that you don’t have to read and write will figure that one out. So you and I want 50% of my borrowers to be women because 50% of population is women. Uh and and and those are the objectives he set for himself. Now a few years in he noticed something, he noticed that the women were very dedicated to repaying their loans absent some major tragedy. They always paid back. Men were a little more erratic. Um Men’s business were a little more profitable, but they were also but also they took more risks and and more than failed. Um And uh and they and the women really kind of that that group solidarity uh took root a lot more uh you know, being supportive of each other. Um and having that kind of conscience to say, gosh, my business is going well. But the woman in my group is struggling. Let me go see what’s how I can help her just seems to be more of a kind of a feminine characteristic. Uh And so from that point onward, he said, you know what, basically all new groups that we form, we’re gonna be women. He didn’t kick out the men. He said they came in, but we changed the rules and um and I think, you know, and what ultimately happens here now, some people criticize microfinance. Well then, you know, borrowers, the women borrowers, but they give the money to the men. Sometimes it happens, sometimes they give them part of the money and they keep part of the money for their own business. Uh There are lots of variations. But but what what what Muhammad Yunus ultimately said is we want to help poor families, but if normally the representative of the family to an institution is the father or the husband and might work in some cases, but he said, microfinance works best when we’re helping the family, but the representative of the family is the mother or the wife. Um And then she, and that gives

[00:27:08.50] spk_0:
her kind

[00:27:49.63] spk_1:
of respect in the community and within the family, it gives her some kind of leverage even if she hands over the loan to her husband. Still, it came through her. Uh And that kind of changes the way he sees her oftentimes. Um So he once, once he saw this dynamic that it worked better, especially from the perspective of reducing poverty. Um then then he said, you know, I’m just gonna go with women here. I’m not gonna ignore the men, I’m going to, you know, pay them respect. But they are the husbands of our clients, uh, and we respect them, but we don’t lend to them, We don’t do business with them, especially on the loan side. And if they want to deposit money with us fine. And And he and he advised people who took his idea forward like Grameen America, which has done it so successfully in the us for the past 12 years. Um he said start with women only. Like we we just we made a mistake early on the 5050 thing was an experiment. And but once we learned, you don’t have to do that. Just start with women and just go with it 100%.

[00:28:25.25] spk_0:
I want to shift a little bit, I guess maybe from the, from the factual to the to the more opinion, because you’ve worked in poverty alleviation for decades. What what do you what do you see as the causes of poverty? Well,

[00:30:35.60] spk_1:
I mean, the causes of poverty, I mean, you know, you go, you know, at its core, um you know, you have to look at, you know, you have to look at colonialism, you have to look at racism. You have to look at some of the, I mean, ultimately, if you if you go back before the Industrial Revolution by today’s standards, everyone was poor, like 95% of people were poor. Um, and uh, and so that was the norm. But then once, once, as we as a civilization started to kind of accumulate wealth uh um that then, you know, there were there were there were people in a position to um to kind of get benefit from that wealth um whether it was natural resources or industrialization or whatever, that um that certain people just were able to accumulate a lot of wealth and and others weren’t. And and that’s when you and and again, I look at when I think about poverty, I think much, much less about income, which can fluctuate and not be that great indicator, but assets. And one of the things you see in this country is the average african american family is many of your listeners know as about 10% of the net worth of the average white family. Um and so assets give you options, assets allow you to think, gosh, we see a business opportunity, let’s take that. Um We, you know, we, we want to, we want to kind of place a bet on our brightest kid to go to a very expensive school and when you have assets, you have options. Um and maybe people don’t always make the right decision with their options, but by having them and within a family structure where you can kind of, you know, bring in bad decisions and you know like like it is with the solidarity group. So um so I think, you know, the poverty to score is about um is ultimately about wealth and it’s about assets. It’s about productive assets who owns them. And are there ways in society um to ensure that people that don’t have access to productive assets, whether it’s an education or working capital for a business, um, if they can’t get them to the market mechanism through a pure capitalistic economy that there are other places they can go um whether it’s the state which has pros and cons or whether it’s a kind of a special purpose organization, like, I mean that there are alternatives for people that, and for those of us that have a degree of assets, we don’t need a lot of help. Um but for those that have, don’t have much in the way of assets and don’t have much in the way of options. Are there alternatives to them? And the countries that have made the most progress around poverty have created those kind of non market or quasi market alternatives. So people can accumulate wealth and and basically create options for their family that are, you know, commensurate with people that have been able to accumulate wealth one way or the other.

[00:31:29.57] spk_0:
I feel like it’s time for a story because the book is replete with stories of people succeeding some different degrees as you’ve suggested to different degrees, but um I don’t, you know, you pick one maybe a story about one of the solidarity groups or an individual give us uh give us a make this personal yeah,

[00:31:33.61] spk_1:
so you know, so first of all, you know I

[00:31:35.17] spk_0:
had before

[00:32:38.86] spk_1:
I was really qualified to do this book, the Bangladesh side, I needed to learn the language, I needed to do my homework in terms of the culture um and uh and yet to be able to, you know, it helped being an american to tell it to a global audience um but I really need to immerse myself. And one of the, one of the people I got to know um was a woman named non sometimes go by Nani um and she was from a hindu family, this is a majority muslim village, majority muslim country, but up until fairly recently the religious minorities were fairly well treated in Bangladesh, one of the, you know the good things, many good things about the society and so she and you know her her hindu caste was typically involved in somehow kind of making sweets and out of, you know, cottage cheese is the raw material of most indian sweets and desserts, you know, and uh and so she, her family through a series of things, you know, stupid lawsuits from one family to another, which is, you know, which happens in this country in every country and and some more natural disasters. They’re they’re basically they’re working capital to do their business that they knew very well was depleted and so ultimately they just had nowhere else to turn but to have the men in the family,

[00:32:50.92] spk_0:
you know

[00:34:36.60] spk_1:
Hire themselves out as day laborers for wealthy farmers and that was it and their skills kind of start to erode and when grooming came, in they lent you know $80 was the first loan uh and nobody’s like we’re back in business and she started slowly, you know, being to buy milk, turning into cottage cheese, sell the cottage cheese, turned the cottage cheese into sweets um and then started to trade, you know, so slowly slowly it took three or four years. Um you know, they kind of revived a dormant skill and one of the things that you know, I you know and got the whole family involved after school, the kids would go home and they would help with their piece. Um and because she was very entrepreneurial but if you looked at her pre grammy and you just say oh this is some sort of uneducated family, the women are kind of lazy, they’re just sitting around the men work in the fields when they can get work otherwise they just sit around and they must have no skills and they were highly skilled but lacking capital lacking, you know that that they basically their skills were just not being used and then the, and I used to sit around, I watched them turn, you know gallons and gallons and gallons of milk into basically like usually like a duffel bag full of cottage cheese or sometimes two or three of them. And it was, you know, using very, what we call primitive thing, uh, tools that would have been, you know, would have been well recognized in the 18 thirties here in the US. Uh, and they still work. Um, and so, but one of the most interesting is at 1.1 of their breakthroughs and there were a series of breakthroughs and setbacks, like any businesses, they got a contract with a, with a, with a shop in the capital, uh, to supply them with cottage cheese that the shop would then turn into sweets according to their own cooking method and baking method. And

[00:34:36.83] spk_0:
so, so

[00:34:38.06] spk_1:
it was a great contract. And what would happen is they would bring in like imagine a duffel bag stuffed with cottage cheese or two or three and they would deliver it, they would take it on bicycles, 10 miles to the bus stop, they would get on a bus, go to Daka, deliver it and then the store owner would say, okay tomorrow, we need to, to um, duffel bags full like one today, but we need more tomorrow. And so, and then they would just have to deliver whatever the, whatever they asked

[00:35:05.21] spk_0:
for. So

[00:35:53.34] spk_1:
that’s a, that’s a lot of work to do that. And then they had, you know, two men in the household would then again bike with like, you know, £80 of cottage cheese on their crossbar and then get on a bus and go there, come back. So at one point, there was a major transit strike um, and, and non evil is very, very compelling person in her group, but I’m going to talk about the men for a second in the family because she kind of put them to work and they’re like, once they got this, they were never gonna let it go. So there was a transport strike, 14 days, the busses were not running in the country, I was stuck in the capital, and I was like, what? And I finally got back, the strike was over and I said, did you lose the contract? Because the deal was, if they ever don’t deliver what they’ve asked for the previous night, the contract is null and void, that was the, that was the deal. So they said, oh no, no, what everything was fine, what do you mean, everything fine? Um, you know, said,

[00:35:56.01] spk_0:
well, instead of

[00:36:57.80] spk_1:
only biking 10 miles to the bus stop and getting on a bus and going 40 miles to um, the capital, we just biked the whole 50 miles and then we would turn around the next morning and bike back and we did that 14 days in a row, um, you know, because that’s what you need to do to keep this, um, and uh, and you know, tony who is really like the mother hand of the whole family and frankly the mother had of the whole group of borrowers in that in that village. Um you know, she just insisted on it and uh and so you had this family that was just you know, was was that kind of so passionate about their business would never let this contract go. And then she was also very kind to other people like she was the one who would insist on a very poor woman who want to join grameen that people kind of have doubts about. She’d say let her in, I’ll guarantee her loan like like if she doesn’t pay like you know, she knew how to kind of pay it forward, give back, you know, she, she knew that had that $80 loan set her free, let her recover her past glory. Her family as a, as a sweet making cottage cheese making family and she was willing to pay it forward. So just uh you know, remarkable kind of woman was, was not educated herself, but all of her Children were getting educated. That’s where a lot of her profits went to. And you know, I just got to meet and get intimate with the people, Some were not as nearly as successful as she were, but they revealed things about themselves and

[00:37:16.40] spk_0:
then I was, I

[00:37:17.59] spk_1:
followed a bunch of women who were borrowing from microcredit program modeled on on the south side of

[00:37:23.24] spk_0:
Chicago

[00:37:47.41] spk_1:
and they also let me into their lives in a in a surprising degree. Uh but you know, I stuck around for two years. So they didn’t do it on day one and I just got to see how it could be applied, okay, not with an $80 loan, but maybe with $1000 loan that could grow to be 34, 5000 if they paid back over time. And I saw the same dynamic in a in a in a in a in a really poor neighborhood in Chicago that I saw in rural Bangladesh and just got to know and be friends with, you know, about a half dozen women. Both really get to know them very well. Uh intimate details about their histories about when they’ve been going through the worst thing in their life and the best things. And uh and they gave me permission to write about all of it in the book to give people a sense of that. You know, poor people are not hopeless people, poor people are not um

[00:38:16.24] spk_0:
our

[00:38:16.65] spk_1:
people, you know,

[00:38:17.30] spk_0:
just lack a

[00:38:36.28] spk_1:
few things um in order to kind of get back on track and they wanted that story to be told. And I told it the best that I could. But you know, the original edition suffered from some of the maturities that I had in my late twenties when I wrote it. And it was a good writer. But I wasn’t like I wasn’t, you know, it wasn’t as um just sensitive to the things I should have been. And so this book, I was able to really take all the great writing of the first edition, but also take out all the things that weren’t quite right. Uh, and uh, and this is the book it always meant to be that came out, you know,

[00:39:53.15] spk_0:
two months ago, non ease story is going to resonate with any entrepreneur or ceo, you know, you do what you have to do when, when cash flow is poor and payroll is due in a couple of days. You do what you have to do. Whether that means tap the credit line or get a credit line approach, fundraiser, approach donors in a way that you wouldn’t, wouldn’t like to, but go without yourself. You know, you do what you do what you have to do. And by the way, the couple of things I mentioned first were access to capital. You know, you get a credit line or tap a credit line or go to fundraiser. Sorry, go to donors. Well, those are, those are three sources of two. Those are two different sources of access to capital that Nonnie and the millions of other women in poverty, you know, didn’t have before before Grameen, but do what you have to do. I mean, everybody’s everybody’s been there who’s in charge of something. Yeah,

[00:39:53.53] spk_1:
I mean, and you know, and, and I mean, I think I was probably channeling her when, you know, in Year two of Grameen Foundation, when we were, we had a, you know, first of a couple of financial

[00:40:02.53] spk_0:
crises.

[00:40:31.26] spk_1:
Um and uh and I just said, well I’m gonna go off salary for three months to conserve our cash so that my my employees get paid and uh, and we, you know, we don’t run out of cash and I did that and do that again a year later and I never had to do it again after that. But I realized that, you know, I’m not, I have a little bit of a safety net. My wife had a decent job and uh, I could, you know, turn to my family if I needed to and you know, that had everyone else appreciate that I sacrificed. Um and uh and they just kind of dug in and and uh, and shared my, you know, deep in their commitment to the mission of the organization which was spreading women around the world. It was a very noble thing that we’re trying to do uh take a success

[00:40:44.21] spk_0:
model

[00:41:18.57] spk_1:
uh that uh and and bring it to its full expression globally. And so and we pulled through both of those crises and grew to become a pretty good sized organization. And without without that you no willingness to just do what it takes in that moment. Maybe that organization just kind of dies an early death. Uh and uh, and I wasn’t gonna let that happen, nor was she. And so the tenacity to to to build a micro businesses a large business and nonprofit. It’s, it’s, you know, it’s, it’s similar. Um, and and, and as you know, i in my, my other book, changing the world with losing your mind, I try to talk about that’s important, but it’s also important for you to take care of yourself to to, you know, you can work intensively and sacrifice for short bursts, but then you need to replenish yourself. Um and uh, and that’s, that’s another important part of it all. But yeah, there are times where you just need to do whatever it takes. Uh and uh, and then you have your war stories to tell your kids and grandkids at some point.

[00:43:44.10] spk_0:
Yeah, when you look back, it’s so much less painful when you’re looking back, of course It’s time for Tony Take two, please, over these next couple of weeks, take time for yourself. And that doesn’t necessarily mean be by yourself, although it might whatever it is that lifts you up. If that’s being with certain people who energize you and lift you make you feel good, bring out your best spend time with those folks as much as you can. Uh and that may, or that may not be family. I realize that hopefully it is, that would be very nice. But in a lot of cases, that’s not always family. I understand, believe me, I understand, uh, without getting into a therapy session. So, but we all have obligations? Of course you got to fulfill those, that’s what they are. But beyond that, what is it that lifts you up? Maybe it’s weightlifting. I don’t know, whatever it is that juices, you take time to do it. If it’s with other folks, please seek them out. If it’s by yourself, please make that time too. And you got to make that time, you’re never gonna find it, you have to make it all. This is to remind you that you have to take care of yourself before you can take care of others. And there’s a good fresh New Year coming. You’re gonna be taking care of a lot of other folks. Take care of yourself first. That is Tony’s take two for these next few weeks, enjoy, we’ve got boo koo, but loads more time for the Grameen Team dream with Alex counts. Are these loans in part grants of pride? I see it as boosting people up just because you know, they can build something that that that they can point to and they have people who believe in them. So I saw this as sort of a pride, a pride boost. It’s

[00:43:59.42] spk_1:
it’s, you know what it is, is in a way that it might be more dramatic than these some of these people have ever had in their lives. It’s a vote of confidence.

[00:44:08.64] spk_0:
It’s

[00:44:35.95] spk_1:
like you can do this. Um we’re gonna put we’re gonna put our money, we’re a big institution in your hands, we trust you. Um Again, trust you because you convinced some other women in the village that your business plan made sense and they’re gonna be there for you, but we trust you. And what often happens with the first loan, not so much, no money was like off to the races that, you know, within months, but a lot of women who maybe have more modest entrepreneurial ability, like

[00:44:36.71] spk_0:
they, that

[00:44:37.38] spk_1:
first year they’re, they’re like really nervous.

[00:44:39.77] spk_0:
They,

[00:44:40.69] spk_1:
you know, they make a make a business decision that isn’t that smart and they just kind of scrape by at the end of the year, they pay off their loan and like there’s, there’s not a lot of surplus there, but they pay it off and they like are so relieved. Um, and

[00:44:56.18] spk_0:
but then they’re

[00:44:56.85] spk_1:
like, wait, this isn’t that hard,

[00:44:59.24] spk_0:
Like

[00:45:11.14] spk_1:
I paid back a loan that was more, I got more money as a loan that I never held in my hand in my whole life and I invested it and it didn’t go perfectly, but like I can do this. And so I always think of the first loan is like a starter loan. It’s like the preseason, you know, in baseball or football where it’s like, you, you just, you know, you’re just trying to get your sea legs um, to mix metaphors I suppose and

[00:45:23.41] spk_0:
I don’t know much about sports to begin with,

[00:45:35.22] spk_1:
but, but it’s like you, you know, you, you get to do a trial run. Um and yet someone trusted you and you and you didn’t let them down and you’re like you know what, this is that hard

[00:45:37.67] spk_0:
like I just need to

[00:46:06.35] spk_1:
Relax like I’m like I’m actually worthy and these women are here to help me and then from the second loan which normally they’ll allow you to take if you want to maybe 50% more than you took the first year. So you go from a $50 loan to $75 loan. And that first loan is that it’s really a confidence building loan. It’s people discovering their capabilities as a market actor and as and as someone in their family and in their communities. Um And one of the things they looked at is um there’s a study, a study done in Bangladesh and I wish there had been more studies of microfinance in Bangladesh. But the ones that were there were very and they said that you know, a woman, a woman who borrows from Grameen, they defined what empowered person was about how influential she is in her family and in her society and whether she, you know, whether she can make large purchases on her own without her spouse’s permission and they

[00:46:29.50] spk_0:
Just you know 10

[00:46:32.23] spk_1:
different indicators and and a woman who is borrowing from Grameen was eight times more likely to be empowered with really mean, which means she has some, some real say about what happens in her life and she’s she’s an agent, not just just someone who waits for things to happen. She makes things happen. And then they found that actually

[00:46:50.53] spk_0:
women

[00:47:58.80] spk_1:
who saw other Grameen women work, but they didn’t themselves join Grameen. They were 2.5 times more likely to be empowered than people who are not in Grameen in a non Grameen village. So empowerment was almost contained contagious. Um and and that first loan um which, you know, people, I mean, I watched it, this is not exaggerate, people’s hands are shaking when they get the money. It’s just it’s a it’s a vote of confidence beyond which people um think that they were ever going to get in their lives. And while they may stumble a little bit and they, you know, in being nervous, um you know, because they, you know, they, once they get the hang of it, uh they’re very grateful to the organization, they never want to let it down. And they start discovering capabilities that they had that they didn’t know they had before. And it’s and it’s, you know, it’s whether, you know, a lot of people have this experience in school where a teacher saw potential in them, gave them a vote of confidence that they discovered their intellectual abilities and I certainly had that in school. And uh and in this case it’s really just almost basic level of being a human being and an economic actor in a in a culture where again jobs and safety nets aren’t present, everyone is on their own and here you’re saying, you know you you in this market economy you can make it work and I’m gonna I’m gonna put a bet on you and if and if you know, and then go for it and it just it’s like it’s transformational in the sense of a vote of confidence amount of money isn’t that big, but what it signals to the person, the community is huge.

[00:50:18.66] spk_0:
So so your vote of confidence, so empowering, empowering. Um I want to move to the Foundation because that that brings us to the U. S. And south side of Chicago. But I want folks to know there’s so much more about the history of Grameen in the book. You know, there was a crisis in late 2010, 2011 and a front page Wall Street Journal article. You know, you gotta you gotta get the book for the for this rich history. Um So all right, but I would like to I’d like to talk with the talk about the foundation. You let it for the 1st 18 years. Uh it came 21 years after the beginning of the bank. If I had my years right, it was it was 1997 and the foundation, I’m sorry, on the bank was 76. And the other thing I want to say about the bank, you gotta understand this was a bank with branches. There were there were hundreds of branches throughout Bangladesh and in other countries. And then they and then in the branches uh some of them had a health Grameen Health Grameen education. And then you can read about Grameenphone and Grameen telecom all empowering. I mean these were not you know, these were not like telecom companies that are that are to uh to spread telecommunications about the country. This is well it does but it does it through individual entrepreneurs, you know, buying a phone or renting a phone and and sharing time a couple of minutes, everybody in the village gets two minutes or something to to check the market price for their for their commodity. So, you know, it’s just I mean this is this is not just like some office in the capital in Dhaka. There’s branches throughout the country and in other countries, branches of a bank. It was it was a bank Grameen bank. So All right, that’s uh that’s the bank. We gotta we gotta but we only got so much time. So we gotta move to the foundation. So you gotta get the book to read more about the bank. The Foundation um 1997. You were you were charged just kicked off with $6,000 and a desire to expand this work to to the poor in in the US you

[00:52:05.37] spk_1:
know my original vision when I wrote to Muhammad Yunus to ask him to host me as a Fulbright scholar was I said um You know with a lot of naivete and that you would have when you’re 19 years old but I said your work should be expanded around the world and I want to help you do it. Uh it shouldn’t just be a solution for your country and you know he was already thinking about that, but he really, it took until 97 when I kind of proved my loyalty to him and my my understanding of what he was doing, he said he said we all these people say to us you know we want to help you take your model global Alex, why don’t you set up an office in the US and try to kind of like mobilize all these people to take make this a global movement um and there were already some small beginnings but take it bigger and so of course I felt totally unprepared to do that and untrained and but I just said you know, yes sir, I’m gonna give it my best shot. And he gave me $6000 which by the way is not a lot of money to start an organization with uh but I didn’t know that and I didn’t care, I just wanted the chance and so we basically just tried to um not really knowing what we were doing, trying to kind of harness all this energy about Grameen in Bangladesh could be a model for many other countries and we were like without a lot of resources in the start let’s let’s let’s try to make that happen um and uh and just one of our early things wins and we had some setbacks and things that you know didn’t go well of course, but there were there were three social entrepreneurs in India who said we we want to take a mean to big scale in India and we’ve got

[00:52:06.40] spk_0:
um

[00:54:30.80] spk_1:
we now collectively reach 46,000 women which was a lot for the time and we want to grow that to 164,000 women basically triple quadruple outreach and we can do it in, we can do it in 30 months but we need and we need $8 million but all we need from you Alex is a million dollars upfront. Uh and we can use that to attract other money within India and I was like game on and I got named steven Rockefeller nelson Rockefeller’s grandson, a great guy, I just bumped into a reception, you know this is you need to just be working networking every way and he just helped me raise a million dollars in like six weeks in the spring of 2000 and then these we happened to choose the right people to bet on in India because they met their goal of quadrupling outreach of two women in India and by the way they at one point they said, microfinance will never work in India, the caste system, you know, it’ll just, it’s only Bangladesh, it’ll never work in India, but these, these were the guys and when they, when we gave them that million dollars and that and that gave us a kind of a calling card, we said listen, we know how to pick the winners, we know how to get them the early money that unlocks more money and so we just designed all sorts of programs to help in Nigeria and East africa and Philippines and Haiti um you know that we, we just were able to spot people who had that kind of entrepreneur spark, but that also that ethical compass of Muhammad Yunus and bet on them, give them attention, give them money, give them a loan guarantees and and some of them just really hit it out of the ballpark in terms of becoming the Muhammad Yunus of their country. Um and uh and that it just felt great, right, that vision I had at 19 when I wrote this member to, you know this letter to Professor Yunus and despite all of my inadequacies as a leader, especially in the early years uh to be able to attract the money and talent to uh to basically kind of stake people who wanted to apply unisys insight in their countries and let them do that, I just got the biography of a guy who, it was kind of the Muhammad Yunus of Nigeria, which is not an easy country to work in. As as most of your listeners probably know uh it’s more a place where you get, you know, scam solicitations to, you know, to give over your bank account numbers, but there are some very ethical social entrepreneurs and this one guy, Godwin, he just needed just like a start and an ally. And uh and he and during Covid he wrote his memoir and uh and and and sent me a copy. And while, you know, the editing wasn’t done quite as like as well as it should have been all that, you know, to read things and to say like repeatedly like Alex counts and his team

[00:54:45.58] spk_0:
like

[00:55:21.35] spk_1:
helped us at a critical moment, otherwise this thing could have just collapsed or this thing could have just you know, or I might have collapsed and and to know that he’s not alone in that and I give I give 99% of the credit to him, but to have been an ally to people that were trying to uh take this, take this microfinance revolution and concept to some really hard countries where there’s deep poverty um you know, that’s enormously satisfying and uh and and it was and we had a great time doing it. And then uh and then, you know, the other thing that we may not have much time to talk about, but the Early Grameen lending in Chicago That I mentioned earlier

[00:55:22.98] spk_0:
that a team

[00:55:47.37] spk_1:
Of Bangladesh’s took that and have grown that in the US to an amazing degree in the last 10 years. And finally we can say that microfinance not only works in in the us, but it might even work better than it does in Bangladesh. Uh and it’s just so satisfying to see that. And I had very little role in that. Um but it kind of helped bring some sensitivity to the potential of grameen here. And then a team of Bangladeshis and americans under the leadership of Andrew Young. The former Ceo of Avon have just hit that one out of the park. And it’s just amazing to see

[00:56:14.78] spk_0:
Talk, let’s talk something about Chicago. I understand you that’s not well that wasn’t within your 18 years. You you you were limited, you know, you can only do so much in 18 years. You know, don’t be too don’t be too hard on yourself. Um What what what have we seen in in the US in in helping helping the poor uh emerge.

[00:56:22.06] spk_1:
So, so, you know, again,

[00:56:23.79] spk_0:
I prior

[00:56:46.01] spk_1:
to starting Grameen Foundation when I did the research for this book in Chicago. Um I saw that small loans on a small scale could really help people. But what they didn’t do in Chicago, this program called the women’s self employment program. They didn’t figure out how to kind of systematize the lending process so that it can be done highly efficiently in a large scale but on a small scale I saw Grameen works but the system of massif eyeing it didn’t exist and so I went off to do Grameen and I tried to

[00:56:56.88] spk_0:
help

[00:56:57.71] spk_1:
people who were doing microfinance in the U. S. Didn’t really go anywhere. And then Mohammad Yunus got kind of frustrated with you know those people like me who were trying to apply a smile in the US and he sent he sent a Bangladeshi guy who had done some consulting for us in the Dominican republic. So he knew some spanish

[00:57:14.21] spk_0:
and

[00:57:14.51] spk_1:
he just said like start knocking on doors in like Brooklyn and queens and most of them slammed in your face but just ask them like imagine you were in a Bangladeshi village and just ask them like would you be interested in alone for starting your expanding a small business. And like most people slam doors in his face but some of them said I’d be I mean I’m sure you can’t deliver that you’re probably a scam artist but if you ask yes I could use $600 to start a business but you’re never and he would like note them down

[00:57:41.30] spk_0:
and

[00:57:41.69] spk_1:
Basically they started lending in 2008 like the global financial crisis is whatever and they’re like let’s let’s do this and 2009 they start to get a couple 100 borrowers in New York City, the first branch um and

[00:57:56.23] spk_0:
fast

[00:57:57.14] spk_1:
Forward 14 years and they’re about to lend their $3 billion dollar

[00:58:01.01] spk_0:
in

[00:59:03.65] spk_1:
Amounts averaging 2000 A 99% repayment. Um and and they have and the research which was done on their Jersey City branch intensively for three years shows that asset accumulation credit scores increasing many social and economic indicators are going in the right direction there. So it’s just it took time um and to get the model right. But but people trained by Yunus again, I I can say that what I did is I really took the model from the U. S. Base and help it grow to other developing countries and uh and you know I’ll forever be proud of my work and that but other people it’s also inspired by Eunice um said we’re gonna we’re gonna figure out this U. S. Market uh And it’s mainly been kind of latino women um though they’re increasing their numbers of african americans and other minorities and and caucasian entrepreneurs but it’s mostly Latina women who kind of come from countries where this kind of entrepreneurship at the grassroots level is more common. Uh So they went with the thing they started with what was likely to work but they’ve just done a bang up job and shown that microfinance uh can work in one of the poorest countries in the world, can work in one of the

[00:59:14.92] spk_0:
richest.

[00:59:15.78] spk_1:
Um And And it’s all inspired by a soft spoken Bangladeshi economist who just wandered outside of his classroom and said how can I help

[00:59:43.70] spk_0:
When you say 99% repayment rates? I mean that that’s a triple a. Plus plus, you know, portfolio of of borrowers. I mean the the commitment that they have, it’s it’s remarkable what what kinds of businesses just generally, you know, did you see clusters of types of businesses in here in the U. S.

[00:59:47.00] spk_1:
Sure a lot of them have to do in both Bangladesh and here uh with food um So selling trading food whole, you know buying it wholesale, selling at retail or opening up like a hot dog stand or Tamale

[01:00:01.33] spk_0:
stand. Uh

[01:00:43.19] spk_1:
some of it is catering business, some of it is opening up a little coffee shop, also car detailing, car maintenance, lawns care. A lot of people doing the opening up a little beauty salon or just or just something as simple as getting a chair in someone else’s, you know, kind of you know, manicure pedicure, you know, kind of a thing uh services um selling machine to make clothes. Um And uh and and all sorts of you know just very creative things. One woman going back to the, when I was involved in this um kind of prior to growing America, there was a woman very smart, she wanted money for a camera and what she did is she would go through neighborhoods in in uh poor neighborhood in

[01:00:47.96] spk_0:
um

[01:00:48.75] spk_1:
in Brooklyn. And she would woman would come out of a beauty shop and said you want me to take your

[01:00:54.14] spk_0:
picture. Um

[01:01:03.91] spk_1:
And this was before cell phones and picture and and like you know for $15 you can get a picture of yourself like looking at your absolute best. Um and uh and she made a business out of that like she, you know, and uh and she would you know get the person’s address and mail it to them because again this is kind of you know little the technology wasn’t as advanced and like people

[01:01:15.59] spk_0:
had ideas.

[01:02:37.50] spk_1:
Um And and so you you think of all of those um um you know, a laundry business, a cleaning business, I mean all that that again sometimes people either can’t do it on the scale that they need to or they can’t do it all without a you know, a few $100 of alone. And again the vote of confidence is critical in the US. Uh and and this comes through in the stories I tell in the book. The vote of confidence that having a supportive group of other women to be there for you is as important is the money. Um And uh and Andrea Young with Grameen America like Professor Yunus, he started experimenting with, okay, what else could we do to support these people educational scholarships, student loans, um giving them good high quality vegetable seeds to grow vegetables um etcetera etcetera. And uh and once you’ve got that economic engine where you lend to the poor, they pay you back with enough interest to pay the costs of the lending operation. Then you can kind of on top of that start a health clinic as you mentioned, which they did in Bangladesh start a rural a solar energy company to bring them solar panels. Um A lot becomes possible once you have that basic lending operation that is you know, break even slightly profitable and bringing that vote of confidence in that capital to to people who who lacked it. We’re often you know, just shocked that anyone would would think about them as a potential lender and

[01:02:42.12] spk_0:
would invest in them. Yeah, you cite someone in the book who says there’s a fortune to be made working at the bottom of the economic pyramid. And that’s that’s where Grameen worked and they did make a they did make a modest profit as you described um Would in the U. S. Was it’s was it mostly women also did that, did that part translate also?

[01:03:05.53] spk_1:
Yes. Uh you know, there are variations on microcredit and Grameen but the people that have kind of been most directly inspired by Mohammad Yunus. They took his advice and they just made it on all women operation from day one. Again does it doesn’t mean that the husbands and the and the kids get involved in the business, like a lot of family businesses. But the woman is the one who um is the liaison from the, from the lender to the family and that’s and that’s worked. Well,

[01:03:43.83] spk_0:
all right Alex Grameen Bank Grameen Foundation, all these decades, you’ve you’ve worked with Muhammad Yunus, what what do you want to, what do you want folks to take away from the Grameen experience?

[01:03:48.75] spk_1:
Well, I think I just, I think that

[01:03:50.59] spk_0:
it’s um

[01:05:18.56] spk_1:
you know, next time you pass a small business and you’re thinking of, oh, I’ll just look in the window and then I’ll buy on amazon what they’re, what they’re carrying, you know, as you use your market power. Um you know, think about the little guy think about the micro entrepreneur who may or may not be getting a micro loan, but they’re still struggling and and use your economic power. Um find mentors like I found Mohammad Yunus to to let you think about, you know, you’re you’re not, you’re nonprofit, you know, the people who listen to your radio program obviously have a lot of idealism and I just think the right mentor at the right time, you know, you can take your idealism and your work ethic and just take it to a whole new level if you’re willing to trust in a mentor and let them guide you, that’s that’s a lesson and that, you know that and that poverty doesn’t really need to exist poverty is a construct based on I think a lack of imagination um and it’s a and it’s a, it’s a construct based on a fundamental misunderstanding of what, because we we we we we create barriers between ourselves and poor people, right? Uh and between and people of other races uh many and we just, we don’t really understand what they’re capable of and Muhammad Yunus figure that out and and once you, once you figure that out, a lot of things become possible and you can really see it in the, in the, in the kind of in the distance, as he would say, a poverty free world, there’ll always be inequality. Um but there doesn’t always have to be poverty and the key insight there is the potential of the world’s poor women, They can be the engine of eliminating poverty if they’re just given the chance, the tools and the votes of confidence and Mohammad Yunus was a shining example of that and I was privileged to play a small role in what he did

[01:05:38.71] spk_0:
Alex counts. The book is small loans, big dreams, Grameen Bank and the micro finance revolution in Bangladesh, America and beyond. You can get the book at Alex counts dot com Alex, thank you so much. Thank

[01:05:56.16] spk_1:
you Tony loved being on your program.

[01:06:03.63] spk_0:
The book is a delight and the stories, Rich, congratulations again, thank

[01:06:04.08] spk_1:
you so much.

[01:06:59.27] spk_0:
Next week, there ain’t no show. Same for the week after. We’ll be back on nine January with Gene Takagi and Amy Sample Ward together. Let’s hear what’s on their minds, respectively. And collectively for 2023, I hope you enjoy your holiday season. Please do take time for yourself. Take care of yourself so you can help the others. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. 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 Steiner Brooklyn. 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.

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[00:00:36.06] 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. Oh, I’m glad you’re with me. I’d need counter pulsation if you broke my heart with the idea that you missed this week’s show. Take heart, take action. That’s Trafton Hickman’s book. He urges you to find and live your inspiration through reverence, ripples and relationships which will lead you to resilience. He talks us through his thinking

[00:00:50.79] spk_1:
on

[00:01:17.30] spk_0:
Tony’s take two. I’m cheering for you. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. It’s a pleasure to welcome Trevathan Heckman to the show. He is an award winning nonprofit leader with over 20 years experience cultivating grassroots groups and community networks. He’s founder and director of Daily Acts organization, which specializes in unleashing the power of community to address the climate crisis.

[00:01:27.59] spk_1:
He

[00:01:44.62] spk_0:
lives in the Petaluma River watershed where he grows food medicine and wonder while working to compost apathy and lack daily attacks is at daily attacks dot org. Welcome to the show.

[00:01:46.60] spk_1:
Thanks so much. tony it’s great to be here.

[00:01:50.74] spk_0:
It’s a pleasure to have you. Big pleasure. I love your

[00:01:51.93] spk_1:
book. Very

[00:01:53.51] spk_0:
inspirational. I’m glad we get, I’m glad we got a chance to talk for a good amount of time. And this is no no 15 or 20 minute run through nonprofit radio We we uh, we go deeper,

[00:02:06.71] spk_1:
but there’s

[00:02:12.65] spk_0:
all again, there’s always so much we can do folks you’ve just got to buy this very good book. You’re encouraging. Well, first of all, let’s make sure everybody knows where the Petaluma river watershed is. Where are you

[00:02:20.01] spk_1:
were in Sonoma county, which is in northern California?

[00:02:24.40] spk_0:
I think most people know Sonoma for, for lush wine country. Are you, are you a fan of wine connoisseur of wine or not at all? You drink soda? What

[00:02:36.14] spk_1:
do you

[00:02:37.23] spk_0:
have any relationship

[00:02:38.59] spk_1:
Since I’m a gardener, we’ve made a bunch of honey wine over the year beers. I have good friends who are winemakers and so tend to enjoy all the fermented beverages.

[00:03:08.10] spk_0:
Okay, thank you for reminding us that wine is indeed fermented along with, along with chocolate and coffee. All right. I did a show once. It was, it was not a successful show. Long time listeners will remember this many years ago because we were doing the podcast for 12 years, I had a show on fermentation with someone named Sandor

[00:03:11.37] spk_1:
katz

[00:03:12.73] spk_0:
katz, but he goes by Sandor crowd because sauerkraut is fermented, you know Sandor,

[00:03:29.61] spk_1:
I know who he is, he’s pretty famous for his work in a couple of spots. Actually does have a little mention of him in the book. Um, making the connection between sort of homegrown gardens fermentation and agents of fermentation agents of transformation, how you apply that to community organizing things.

[00:04:01.36] spk_0:
I, I had Sander on when, when I was it was early years of the podcast and I thought, you know, let’s just do random shows about completely the things that are completely off topic for nonprofits, let’s do a show on fermentation. So I think I had seen an article where he was quoted or something and uh I had sand or on and then I, you

[00:04:03.15] spk_1:
know

[00:04:28.17] spk_0:
like 10% into the show, I realized this was a mistake but I wasn’t gonna, I wasn’t gonna un invite him or anything. So we, we talked about wine and chocolate and his beloved sauerkraut and the value and medicinal, the therapeutics of fermentation and we, we did a full show on fermentation. But uh then I I was going to continue that Until I was about 10% into this show. The next show off the topic was going to be um

[00:04:34.98] spk_1:
I was gonna

[00:05:26.56] spk_0:
have a paid santa claus so, but I I bagged the idea of going off topic and and and now of course in 2023 everybody knows, you know, podcasts or niche. You stick to your niche. If somebody wants to learn about fermentation, they’ll go to the fermentation podcast if they want to know about being a paid santa claus, there’s probably half a dozen podcasts about that career path if you want to take it. So, but there was early days, I didn’t really know what I was doing in podcasting. So we had a show on fermentation and Sandor was Sandor Sandor Kraut was the guest. But um back to, let’s go back to now, sorry, take heart take action a little digression about fermentation, you’re encouraging us to to find and live our inspiration and I find the I find the book inspirational, but in the opening pages it might even be the introduction or so talk about find and live your inspiration,

[00:05:35.54] spk_1:
help

[00:05:36.09] spk_0:
us ground that a little bit. What do you mean there?

[00:07:13.39] spk_1:
Sure, you know, some of the deepest intrinsic motivators as human beings are around learning new things and finding your passion. And then if you could turn your passion is something that has a larger sense of purpose that does something good, then that’s incredibly powerful. And then if you have agency to continue to do that, that is incredibly motivating as well as um sort of building mastery getting better at something. And so, you know, this idea that the world is so there’s so many overwhelming problems, it’s easy for people to get overwhelmed by the scale of the problems, it’s easy for nonprofit leaders to get overwhelmed by, you know, how big our mission is. Um and it’s easy to lose sight of our deeper purpose, why we started, why we do the work we do. And so it’s important to continue to lean into um you know, this idea of inspiration as a divine wind that moves through you or something that connects you to something larger where you feel a sense of passion and a purpose and doing something good. Um so, you know, as far as sustaining and difficult work day after day, year after year in some small way, staying connected to your joy and your inspiration and how you’re part of this bigger thing is incredibly important and not easy to do. You know, growing organizations, raising families dealing with multiple confluence in crises at the same time, there’s a lot to deal with. Um and so I always love that we use internally in our organizations quote from Gandhi of, I’m so busy today, I’m gonna meditate twice as long what we tend to do when things get difficult is we threw out good habits, good rest exercise, whatever it is. And we just kind of burrow in. And so it’s important to remember when we’re doing really challenging work and we’re in challenging times. We have to double down on the things that help us take heart and take action that help connect us to that source of joy and inspiration and power that we get agency from

[00:07:38.14] spk_0:
and you encourage us to do this through daily actions. I love, I love the idea of just daily actions like you say, reclaim the power in your daily actions.

[00:09:09.55] spk_1:
What’s the only power that any of us have? We, you know, individual actions alone will not solve the climate crisis and address systemic racism and these big issues, but it’s our only power. And so we have to use our power to, you know, as has been said, be the change and affect collective action. Um and then, you know like classic Stephen Covey and other people of have a big circle of concern. We could doom scroll all day and be aware of all the problems, but focus on your circle of influence, focus on your actions and the things you can influence. When you focus on your influence your influence and power to affect positive change grows, you could build momentum, you could build trust and relationship with others to where then you could start to affect bigger change together. So each of us, whether you’re an individual or a nonprofit leader or a board member or a volunteer, um re centering in our own power, our own agency, our own ability to be proactive and move things forward then enables us to do the more difficult work of shared path finding of of finding our collective voice and collective action and then, you know, for nonprofits to then be larger forces for good. We have to work with a lot of diverse agencies and organizations at different players to try and drive bigger change. And each layer you get out gets more complicated and more difficult from the individual scale to the organizational scale to then stay an organization working in a lot of partnerships to them, building coalitions and so centering in ourselves our own power and building those skills and practices and then bringing that up to each new scale is really important.

[00:09:27.34] spk_0:
And running through the book is gardening

[00:09:30.95] spk_1:
garden

[00:09:45.35] spk_0:
your garden metaphors throughout you have you’ve replaced lawns with with more sustainable gardens through the organization, through daily acts organization. Um talk about

[00:09:46.35] spk_1:
how

[00:09:47.16] spk_0:
gardening fits fits like in your life too in your life and through the, you know, in the message of the book

[00:11:57.97] spk_1:
sure there’s a couple of layers, well a lot a third of americans garden and so being exposed to, you know, so gardening is a big impact on me and daily access built a lot of its core strategy around landscape transformations and things that enable people to practically take action where you live to to do landscape solutions that are low cost, low tech nature source and people powered. And so there’s a lot of specifics for for us as our organization around these small, accessible actions and literally regenerating nature right where you live, it could be on a balcony, could be in a rental unit, could be in your front yard. But then whether you garden or not Understanding the underlying ecological principles of an ecological garden helps you understand how our planet works and you can apply that to a lot of things. So whether you’re a gardener or not, the lessons you learn in a garden in the metaphor by learning about how nature functions in a practical, accessible garden are really powerful for me. You know, I was waking up about 30 years ago, just what even then felt like an overwhelming state of our people on our planet and I started get exposed to these people who are regenerating farms and forests and they were aware of all the hurt but they were just, I didn’t understand words like presence and purpose back then, but they were connected to something deeper and richer and I was like, I don’t know what the hell’s in their wheaties, but whatever it is, I want some of it. And so I started going to these places where these people like pioneers, annual conference in different herb conferences and things where people were doing this really powerful regenerative work. And that led me to walking through a gate in west marin County into this what was formerly a water thirsty chemical intensive lawn and had been transformed into this lush taken forest of food and medicine and habitat and it was incorporating billions of years of nature’s wisdom right in the backyard. And it was then that I realized that my life and our world are really deficient in this kind of vitality but that we could regenerate nature. We can regenerate communication community. We can regenerate our core connections to ourself right in the backyard. And that not only do we grow a lot of gardens, but we can apply the lessons you learn in the garden to organizing neighbors, to organizing and transforming our communities.

[00:12:16.45] spk_0:
Your garden is important to you for in your own daily actions.

[00:13:09.13] spk_1:
It is, it’s literally I step out the door and its nature connection. There’s a light drizzle yesterday and it’s filling up the rain tank and it’s causing the soil to uh you know, get re moisturize which help sequester carbon, which dresses are climate emissions. We have a ton of different food, medicine and habitat growing half a dozen different plants at any one time. We give away food the neighbors. Um it’s a source of incredible community connection. People stop by and they want to talk so so for us it’s definitely, and at some level to address our crises, we need more people growing local food and we need to sequester carbon and we need to address drought and desertification in these major issues and a lot of people can address that into their daily lives. But again, even if you don’t garden, understanding the lessons that we can learn about how nature operates, which you can learn and garden are really powerful to apply to our organizations and our other change making work,

[00:13:18.40] spk_0:
understanding the ecosystem.

[00:13:25.42] spk_1:
And there’s this idea, there’s a great book called leading from the emerging future by auto Sharma and Catrine coffer. And it’s around emergent leadership and it’s this idea of moving from ego ecosystem to ecosystem, the ecosystem of being self focused to understanding at an individual scale, at an organizational scale, at a community scale. How do we fit with others? How do we work as a part of a larger hole to affect positive change in our communities.

[00:13:51.71] spk_0:
You tell us that reverence plus ripples plus relationships will equal resilience.

[00:13:59.40] spk_1:
So

[00:13:59.71] spk_0:
I’d like to that’s a great uh great organizing principle. I’d like to talk about these, these are s plus, I happen to love alliteration. So I was very, very appreciative. I have another one somewhere in my notes, I want to point out that I loved. Um but reverence, what what is you sort of say, sit skillfully, you know, in the present moment. But you

[00:14:52.95] spk_1:
Sure. And one piece of context before is a lot of people have asked me over the years like how has such a small organization as daily acts affect so much community scale change. And then how have I stayed sustained in this difficult work for two decades plus. And so the four R’s reverence, ripples, relationships and resilience are also daily X organizations for core values and operating principles. And so the structure of the book has a sequential flow that you can apply to yourself as an individual or you can apply it as an organizational scale. And even if your values are different kind of our point is especially covid difficult times of now for all of us, I think we have to re center on who we are and why do we exist and what’s our mission and what our core truths. So that’s kind of, you know represented throughout the book that this is the secret sauce of how we do things. And

[00:15:22.63] spk_0:
as you mentioned earlier, best to start with what we have the most control over ourselves.

[00:15:28.00] spk_1:
Exactly.

[00:15:29.01] spk_0:
And then scale.

[00:16:49.85] spk_1:
Yeah. So so the, the idea of the four R’s is you know, first start with your heart, there is a lot that is heartbreaking in our lives in our world and nonprofits are working to address really important missions and difficult work. And so for for an individual and organization or an organization or beyond re centering on what’s the intersection of where you know, the thing that breaks your heart, the issues you want to address, meet your, your heart’s greatest inspiration. And so if you find that inspiration of what breaks your heart and what deeply inspires you again as a person as an organization, that’s an incredible source of power. And then there’s this also, you know, sort of like a driving intent. There’s a definition I cite in the book from author Deng Ming DAO, that said, reverence is the stately determination to make something worthy of the materials in the moment. Um and so as leaders, you’re working with this, this moment right here on this call and this fall seasonal pulling in moment and this big crazy climate, economic political moment. There’s a lot of layers to the, to the moment and kind of our job is to make sense of how those things fit together and then bring it down in actual ways that help us achieve our mission and sustain our work and our people. Um so starting with your heart and that intersection is the first piece and then once you you’re aware of like what breaks your heart and what inspires you to action, then it goes to action and that’s ripples and that’s this idea be the change you wish to see. It’s about taking action in your life. It’s about taking action to find and use your voice and then honing your compass as a person. What’s the purpose? Vision values? What are all the things that help show you true north?

[00:17:16.97] spk_0:
And I want to I want to take these in in pieces

[00:17:19.77] spk_1:
because

[00:17:37.88] spk_0:
we have the full, you know, we have a full hour together. So I’d like to yeah. Um you know part of what you talk about in in reverence is is you know, be willingness to to make changes and changes a very difficult thing for a lot of people it made. I mean it could be something as simple as a change in a daily routine which you advocate and urge or it could be something as big as a change in a marriage or or a career or a job

[00:17:52.53] spk_1:
help

[00:17:52.89] spk_0:
us through. You know, the the difficulty the fears that a lot of people have around even you know, sort of simple change,

[00:19:38.10] spk_1:
there’s there’s so much to that, but just simple version is most people have incredibly hard time will change at any scale as you note. And so knowing that if we’re trying to change our say it selves to make the world a better place and help inspire others to change. How do we address those barriers? The fears, the insecurities? The resistance is that come with that change. And and again, starting with what inspires and empowers you is a great way to go. Go to what you’re drawn towards changes easier when there’s something really compelling and you’re learning and you’re focusing on things your pay passionate about and things you could have agency and that you could affect and you feel a sense of control and you can start to build a lot of little wins in that way. Um and having, you know, having mindfulness or movement practices are really valuable things that help us get present and recognize when the fear comes up. Um, you know, victor, franko survived. Nazi concentration camp, you know, family spoke about, you know, our true power. Is this an instant in this instance between sort of something happens in the world. And how do we react? He says it much more eloquently, as I quote in the book, but in that instant is the source of our true power. Do we respond? Out of fear, out of lack, out of anger, those things? Or can we take a breath and recenter and choose our response. So doing things that help us get present, help us act from our heart that help us focus on what we feel inspired and empowered and connected to are all great tools to remove some of those barriers.

[00:21:45.94] spk_0:
It’s time for a break. Turn to communications. If you want to be a thought leader in your field, you need to have relationships with people who publish thoughts because they’re the ones who will get you heard journalists, op ed editors, bloggers, podcasters and other content publishers. These are the folks you want to get to know before you want to be heard so that when you want to be heard, they already know who you are. They’re more likely to take your call, reply to your email. Turn to can help you set up these relationships, anything guaranteed you guaranteed to get hurt and get press. No, no. But do you greatly increase the odds if you’re calling on someone who you already know you already have a relationship with when you want to be heard? Yeah. Yeah. Turn to has the relationships and they are former journalists. So they know how to help you set up relationships with people like journalists and bloggers and podcasters. Turn to communications. Your story is their mission turn hyphen two dot c o Now, back to take heart. Take action. Say a little more about the value of a daily movement practice. And you even have a page in the book which uh as I had told you before we started recording, I need a hard copy of books. That’s, that’s the way I work. One of the reasons is because I tear pages out. So I, you have, you have a daily movement practice called. Well that happens to uh let’s

[00:21:48.01] spk_1:
see what

[00:21:48.89] spk_0:
happens to be page 71 because I tore it out of the book because I, I wanna, so it’s no longer no longer in my copy. I can’t pass it. Maybe I’ll pass it on, but I’ll have to make a photocopy and stick it back in for whoever I give the book to. Um, but it’s an example of a simple daily uh daily movement practice this towel qigong, but generally why, why you’re such an advocate of daily daily movement practice.

[00:24:33.02] spk_1:
You know, there’s, I found over the last 20 or more years, habits and practices in general, there’s a whole huge section of the second section of the book on ripples which just digs into habits and practices and developing what’s called a keystone of core practice of hundreds of practices. I apply every day from a core morning routine where I ground and I practice gratitude and I go over my vision of my purpose and my values and things that recenter, my compass to journaling to Recenter when I take a shower, a range of meditation practices. And so I think the most important habit of practices, the habit or practice of acquiring new have and practices and refining existing ones because they’re, you know, there’s a quote in the book, I said, I’m not gonna remember the quotes offhand but Aristotle said something to the effect of we are what we do repeatedly excellence then is not an act but a habit. There’s a lot of great quotes that have talked about, there’s this idea of, but wherever you go there you are of of the regular practice of shaping ourselves and it’s true and organizations of shaping cultures. Um and so to me and I read a bunch of years ago and you know, Stephen Covey book of famous leadership author, this idea about spending one hour in the morning, the core Four of his seven habits, the seventh habit sharpening the saw is about honing your your compass in a daily practice about how one hour a day will improve your sleep and every aspect of your life. And I was like Wow, that’s kind of a big statement. But for 20 plus years of having a core practice, I firmly believe in those words and I found them to be true myself. Um so I think you know, don’t get overwhelmed by trying to do it all, you just start small if it’s, it could be like if you want to pick up a meditation practice, remove the barrier that saying that I’m gonna, I’m gonna meditate one minute a day or I’m just gonna write down three pieces of gratitude each day, do something that just gets you started and then you often find once you get going, you have inspiration, momentum to go a little longer and you just keep on building from there and then when you fall off the habit, you just put yourself back on, you don’t make a big deal of it, but developing from movement practices to rituals to start and close your day to good habits when you get really emotionally triggered or thrown off, how do you re center? Um I think developing good habits and practice is just one of the most important things we could do to be fulfilled human beings and then effectively want, especially if you want to be effective humans and leaders in our work,

[00:25:13.99] spk_0:
you say that we only care for and respect what we understand and feel connected to, so talk about permaculture and Mark Cohen and bark the organization in Belize share some of that with us.

[00:27:35.11] spk_1:
Sure, so and I frame up in the book of you know and sharing how we’ve been able to do what we’ve done effectively and how to stay sustained, kind of like I said the book sequentially lays out in a framework anyone could apply, but then a lot of more personal stories and experience in the first couple of sections that how I became who I am and lead to helping create daily ax and so permaculture, Mark Cohen the bellies Agroforestry Research Center, you mentioned are these some of these key reference points that kind of cracked open my mind and paradigm that there’s a different way to be and I didn’t know what any of it was, I’m like wow, what that is this idea chip and dan heath right about called bright spots, you know, when there’s a lot of gloominess out there, you look for the bright spots of who’s doing something different and that creates a roadmap of success. And so the belly’s Agra Forrester Research Center is this incredible jungle farm in southern Belize that I got to spend a good amount of time at over a decade. And part of why I start going there was I met this guy Mark Cohen, who’s a permaculture teacher at a conference and I was just like what is this guy doing? I just need to spend more time with him, he has a level of awareness and brightness, I just want to spend more time with and and use a permaculture teacher and for folks who are new to permaculture, it’s this ecological design science that’s rooted in the core ethics of caring for the earth and caring for people and ensuring a fair share and it’s this accessible, you know, you can apply it to your home to your life, to your neighborhood, to your organization to regenerate the world around you, it’s it’s really accessible, practical um toolkit, it’s really good stuff and so permaculture is most generally known for being applied to farms and landscapes and that and so seeing it applied at the scale of you know, an Agra Forrester Research Center is really powerful and then going to the permaculture into the northern California, I mentioned that backyard garden where I saw all these permaculture principles applied um was incredibly powerful. And so in essence though like the take home message is for for mark and other reference points of mine and then places like bark and the permaculture garden is exposure to transform people and transformed play cases has an incredibly transformative effect on us. And and so that impacted me personally and then we use those core strategies to grow daily acts over the years because when people get exposed to people in places that are operating in a different way, it’s a very inspiring and infectious and you want to figure out what that is and how can you do it,

[00:28:02.70] spk_0:
you encourage us to take heartbreak and use it as a catalyst for positive action.

[00:28:06.60] spk_1:
So

[00:28:06.84] spk_0:
tell, tell us, you know, tell us the story of your heartbreak that you’re telling the story in the book and and how you how you transform that to to positive action.

[00:29:32.06] spk_1:
Yeah, I started daily attacks shortly after the intersection of 9 11, you know, big national tragedy, huge loss of life and then my mother suddenly died about a month later and there was this confluence of sort of national and personal heartbreak um unfortunately I have been in these recent years, been exposed to all these positive solutions and models. And so when the heartbreak did hit me, it, you know, it kind of really catalyzed me as tragedy often does, it makes people step up and say, hey, we need to do something different, we need to be different. A lot of good comes out of heartbreak consistently. You look at all the great organizing efforts that come out of all the tragedies of recent years. Um and so it’s a vital catalyst which is why having those inspiring reference points to pull from, to go, okay, what am I going to do differently? And you look to what are the things that people and the things that really inspire you? And so, you know, those were the initial heartbreaks that got me going and anybody who knows who does this work through time is staying awake to the state of our world. There’s a lot of heartbreak out there. Um and so this, this idea that Joanna Macy speak about of the heart that breaks many times is big enough to contain the whole world. And so heartbreak doesn’t feel good and we often want to go away from those things. But it’s sort of, that’s where the idea of reverence of finding the intersection of what breaks your heart and what inspires your heart to start to remove that barrier of avoiding what hurts us and leaning into it with some good support. It’s a powerful vehicle to affect positive change and to transform our lives in our communities.

[00:30:02.40] spk_0:
That section of the book. You have a quote from paris a Pinkola estes

[00:30:08.24] spk_1:
s

[00:30:49.86] spk_0:
and I’m gonna read it. Ours is not the task to fix the entire world at once, but to mend the part that is within our reach. One of the most calming and powerful things you can do in a stormy world is to stand up and show your soul. Soul on deck shines like gold in dark times. Struggling souls catch light from others who are fully lit and willing to show it. I love the idea that it’s, you know, you can you can empower others by, you know, shining your own light.

[00:30:53.68] spk_1:
And it

[00:31:06.60] spk_0:
goes back to, you know, living, you’re finding and living your inspiration. You know, you’re unique. And if you can show your light to the two others struggling souls, you can you can help others

[00:31:37.03] spk_1:
exactly well, and that’s what I found personally. Um, and then within that too, there’s some other good operating instructions it talks about. You don’t have to fix the entire little once. Focus on the part within your reach. That’s the same thing as that Stephen Covey idea of your circle of influence. Have the daily calendar. One of our volunteers produces on my wall and has a great quote, I’m looking at for this month from the Talmud that says, do not be daunted by the enormity of the world’s grief. You are not obligated to complete the work, but neither are you free to abandon it. And so how do we find our part to lean in of B with the heartbreak and then

[00:31:48.55] spk_0:
re

[00:31:49.05] spk_1:
center on, Okay, what, what’s, what’s my part of that work?

[00:32:09.47] spk_0:
This is also the uh, part of the book where we talk about reverence, where you have the uh alliteration that I appreciate because I appreciate them generally regularly remembering to reverently recenter. So, you know, we sort of to me that speaks to self care, re centering yourself,

[00:32:16.73] spk_1:
taking

[00:32:17.25] spk_0:
time to do

[00:32:18.41] spk_1:
that regularly

[00:32:19.98] spk_0:
and reverently

[00:33:32.28] spk_1:
and and doing it more than you would think again that Gandhi quote of, I’m so busy to meditate twice as long. I think a lot of us with our responsibilities for families, community, our organizations, we say, oh, I don’t have time to deal with that. That’s self indulgent. But for us to be able to show up at our best and, and and be really present to skillfully path fine with others in difficult situations. We really need to double down on our self care in practice self compassion as well as we’re practicing compassion for others in the world. It’s just really important. And it’s great to see in recent years we call it an organization, personal ecology or mind body medicine practice, but this increase self care, especially for change agents in the world. Um, I think I think most of us could use more of it and you look at the difficulty of recent years, like everybody, nonprofits, leaders, communities are going through so much. It’s really important. And now, you know, december, we’re in this moment where the seasons and the earth are pulling in. Yet our schedules usually continue to go full force for fundraising for the end of the year. We’re planning for next year, all of that. So there’s a lot of forces that, you know, we need to step up to. But it is important. It’s an important belief shift. I think that taking care of yourself is is a powerful step. Like they say, on a plane, put your own oxygen mask on first before assisting others. Right?

[00:33:48.81] spk_0:
While I was preparing, reading the book and thinking about our our conversation, It occurred to me that

[00:33:56.39] spk_1:
in

[00:35:07.03] spk_0:
the past six or eight weeks I’ve I’ve had more shows about self care team care. Uh, there was one guest is uh, as a researcher in building relationships, you know, being good to your friends, finding friends that are supportive and then being good to your friends. Um, had someone talking about living in wonder. Um, you know, I just, This was not intentional. You might think, you know, the guy should be planning out the shows for the year or so, at least for like three months or the quarter. You know, it’s it’s not intentional, but it occurred to me while I was thinking about our conversation that, that I have done this and I think I’m I’m sort of unconsciously responding to what I think a lot of people are feeling now, the end of 2022, the waning days of the pandemic. Hopefully they continue, but you know, between recession and pandemic and political turmoil, uh world turmoil, war in europe, you know? Yeah, I just I think I’ve I’ve unconsciously found myself gravitating to these topics of self care and team care and and friends and relationships.

[00:35:14.42] spk_1:
It’s a lot to be with. It’s important to call out, it sounds like that that divine wind of inspiration speaking through you for what’s the moment called for?

[00:35:58.07] spk_0:
I’d like to move to the ripples if we can you break it down. And of course, you know, listen, this is a, this really is an inspirational book. I encourage you to get this and and as as truth and I said, you know, work for work for yourself first and then think about scaling to to your organization, but trough and you break it down and like take action, find and use your voice and then developing and maintaining your personal compass around ripples. But what ripples. You started to say it earlier, then I cut you off because I wanted to, I wanted to spend a lot of time with reverence and then ripples and then relationship etcetera. So so if you can you’re welcome to repeat what you were starting to get into with with ripples earlier.

[00:39:41.02] spk_1:
Sure the I think, and especially for people who are engaged in trying to affect change in the world, it could be so disheartening to, you know, recognize how little impact we can have on our political system or climate or these sort of things. And so the importance again, individual action alone isn’t going to solve our problems, but for us to embody our values in a practical way. For me, it’s things that regenerate the earth in the garden and meet neighbors in that. But you’re also when you’re doing these small acts, you’re connecting to these larger intrinsic forces that are at the core of our planet’s function. So, so as far as the mindless of consciousness, like yes, be aware, you know, small actions aren’t going to, you know, save the world completely. But when you could recognize and acknowledge that you’re acting from your values, when you do that small thing and you get a little dopamine hit and you feel good and it gives a little motivation. And then you connect that to recycling isn’t just recycling life on our planet flourishes because of cycles. The hydrologic cycle, nutrient cycles, all these big cycles. And so you’re literally connecting into these larger intrinsic planetary forces. So you get to connect with something much bigger and that’s the beauty like permaculture as you’re tapping into the operating instructions for our planet and so taking action in whatever way you can. And in particular if you could get out and get your fingers dirty and connect to the earth and connect to the air and the water and the people around you. But taking action is the first level. And as you’re taking action it could be imperfect, but start to find and express your voice. Whether you’re an extrovert and introvert, it doesn’t matter. It could be using a lot of words or not. But what is the voice that wants to speak through you that ties to your passion and your purpose and why you’re here on the planet in this moment? Um and so for each of us to connect to to our voice, that’s our ultimate sense of agency. And then how do we bring that to work with others? So so I think taking the time. Journaling is a great tool. There’s a lot of practice is paying attention to the people and the things that inspire you again. That is where you feel a sense of inspiration and juice and you know just really pay attention to to what what lights you up so to speak. And then through time, um you know the compass is a really important thing like finding what your true north is. There’s so much destabilizing change in the world and so developing a compass which is you know different for each person. But around what your purpose, your vision, your values, your strength sort of, your your core coordinates. Who are your key reference points. Is it a famous leader? Is your grandmother and so Bundling those things up? It could be in a folder. Could be internalized. But so what are those core reference points for your compass? And then what are the sets of habits and practices that help you work? That I recommend having some sort of daily practice to start the day. But really it’s developing on my wall. I have kind of quotes and mantra and images. I listen to music each day, have tons of practice and I keep on adding more. And you know, like I read in a book, um, there’s a book on habits. I come from atomic habits or another one, but it talked about how Michael Phelps the, you know, all time Olympian, his coma, The swimmer. Yeah, helped him develop these habits where by the time he got to the pool, he had had success like 50 times or 100 times that day. And so how can you get lots and lots of little winds that build momentum and motivation and confidence. Um, so developing a compass is, there’s a pretty big section in the second section on ripples, on developing your compass. I think it’s one of the most important things any of us could do in whatever form you do it in.

[00:40:10.09] spk_0:
I love this idea of, of so many wins before you even sit down to your desk at, you know, 8 30 in the morning. You’ve already had a dozen wins or something

[00:40:37.21] spk_1:
versus the opposite effect. What happens when you look at your email or you have an emotionally charged conversation or you feel besieged if you start the day with your cup already empty and if you’re a leader and you’re dealing with a lot of things coming at you, um, it’s important for all of us down to in um, trying to think in the power of habit. The author talks about a keystone practice and the simple act of making your bed and how studies have shown it has this cascade of positive influences relative to, you know, better exercise, managing your finance better. A whole range of unexpected things of just getting little winds and building on them. So

[00:41:01.57] spk_0:
your mother was right when she told you to make your bed

[00:41:04.19] spk_1:
when

[00:41:05.25] spk_0:
you were five years old, your mother was teaching you about your intrinsic worth

[00:41:25.16] spk_1:
and making it easier to to have good habits, put your shoes by the door, that encourages you to go for a walk, put a little note on your computer, what are the little things you could do to remove barriers and encourage the positive practices and habits you want to develop, you know, And then, well anyway, so positive. But then, you know, how do we apply that stuff at an organizational scale is where it goes?

[00:43:26.28] spk_0:
It’s time for Tony’s take two, I’m cheering you on this time of year because it’s the last month. I know you, you may very well have weekly production goals maybe even every couple of weeks every a couple times a week. You’re checking your, where you stand against last year, I’m in your corner. I know it’s, it’s high stress. Um, something like 45% or 47% of gifts come in after December 25. Uh, end of year gifts. Sorry, that’s not of the whole year. That’s the end of year gifts, which I think is defined as last quarter, almost half come after December 25. So whatever the numbers are, I know it’s high pressure. I’m thinking about you. I’m wishing you well. Also remember from last week that regardless of how you perform, how your, you individually and as your organization performs today, there is a tomorrow, regardless of how you do this week. You have next week and the week after. And that goes for this year too. I hope you do very well this year if you do less well than you want. If you don’t do well this year you have next year lots of opportunities to grow. Remember your past does not define your future either as a person or as a nonprofit. That is Tony’s take two, we’ve got boo koo, but loads more time for, take heart, Take action with Trevathan Heckman.

[00:43:33.22] spk_1:
You have a

[00:43:44.76] spk_0:
quote from Martha Graham that, that goes to the point you made about. You know what we each bring individually and uh a little longer, but I’m gonna read it. There is a vitality, a life force and energy, a quickening that is translated through you into action. And because there is only one of you in all of time,

[00:43:57.20] spk_1:
this

[00:44:08.99] spk_0:
expression is unique. And if you block it, it will never exist through any other medium and it will be lost. The world will not have it. It is not your business to determine how good it is, nor how valuable nor how it compares with other expressions.

[00:44:17.95] spk_1:
It

[00:44:18.17] spk_0:
is your business to keep it yours clearly and directly to keep the channel open,

[00:44:25.08] spk_1:
Keep

[00:45:27.91] spk_0:
yourself open and aware to the urges that motivate you. Uh Martha Graham, you know, renowned professional dancer choreographer, identifying that we each bring something unique and we’re impinging on the world if we don’t share it. You uh well you’ve you’ve said you’ve said a couple of times uh stressed the importance of journaling and and and and you you also make the point in the book that, you know, this is not, you know, there will be uh like a school journal. You know, you you use a journal that doesn’t even have lines on it. You know, it’s just it’s thoughts and your your underlining and circling and you know, so you know what people may think of as a stereotypical journal is is not at all necessarily what your journal needs to look like. Um and meditation, but then also, you know, you talk about breathing and stretching, connecting these these these physical practices as well.

[00:45:59.12] spk_1:
Yeah, my originally, what I was fortunate to come across of was I started studying tai chi nei gong and the internal chinese martial arts and so that kind of early on really grounded me in body based practices which are really important for healing and re centering and increasing awareness and that. Um, so so that’s long been a core piece to me and then through time layering and other habits in practice, this is and layering in mantra Xas and integrating and clarifying one’s values. Um, you know, things like developing a purpose statement. So those sort of pieces which hone your compass but rooting that in a physical practice that gets you in your body and your breath is really important personally. And then collectively we do these practices organizationally as well and through a leadership institute.

[00:46:25.73] spk_0:
Oh you do in the organization. Yeah,

[00:47:28.54] spk_1:
well and you know, the on that point you mentioned a self care piece, we also advocate for this from a climate policy perspective of the if if if we don’t deal with this sort of mind body aspect of of of the existential traumas that people are facing and the traumas that are getting unearthed by dealing with things like historic oppression and racism in that we have to, that has to be a part of our climate work to we can’t just assume everybody, he’s gonna figure out how to reduce all the emissions and and sequester the carbon and do all that. There’s this human component which involves sort of like personal and collective self care. So we’re advocating for this, this kind of stuff should be in our climate policies as well. It’s not just at the personal organizational scale. If we don’t support people to address and move through these traumas, we’re gonna have a hard time facing reality and changing. Let’s

[00:47:37.38] spk_0:
move to relationships. And you urge us to invest in the power of small groups, flush this out for us. The value of relationships and what small groups can do.

[00:49:27.34] spk_1:
Sure, I think probably I’m sure a number of people on this have heard what always stuck with me is that that famous Margaret Mead quote about never doubt the ability of a thoughtful committed group of people to change the world that that it’s all that it’s ever been. And so that always just resonated really powerfully. And then through time, you know, in growing daily Acts organizations as a small committee based organization and then serving on a number of boards at the regional state and national scale for for grassroots networks. I got to see again and again the power of these small groups and through coalitions and that. And so I think what’s interesting about in recent years is a deeper sort of understanding and analysis of how small groups affect change. And so there’s a great book called Forces for Good, which assesses a lot of different nonprofits based upon Jim Collins Leadership authors leadership framework and then um emergent leadership and books like that. And so how small groups affect change is in through networks and through shared leadership and through inspiring evangelism and by working as, you know, what we call ecosystem catalysts. And so how you could go from one garden to doing 600 gardens in a weekend is not by yourself with two or three staff or volunteers, it’s by engaging 2030 40 organizations, agencies, businesses and other partners towards a larger collective goal. Um when, you know, these organizations, these small groups of people, that that’s when they’re working towards a collective impact with others. Then when you start to build coalitions and work with government, you know, it’s really how can the small groups um work together and leverage collective power in a bigger community. And so for us that that’s really which is sort of this ecosystem approach, it’s not about any one tree in the garden or organization in the community. It’s how does the whole thing function as an ecosystem?

[00:49:50.88] spk_0:
Why don’t you share one of the stories from the book? I should have asked you to share stories earlier, but I your host is lackluster. I’m sorry. You got the book is teeming with with lots of stories share, share one of the so the relationship network networking scaling stories.

[00:53:12.48] spk_1:
Yeah, well kind of maybe like a meta story of how they fit together. We went from this idea of like sharing inspiring gardens on a tour. So then mobilizing 150 people in a weekend and working with our city and transforming a landscape in this ecological garden. That blew everybody away and addressed multiple the city’s needs vs. One department focused on water. It addressed food and community engagement and stormwater by taking this holistic approach. It addressed a lot of issues. And so then we went from one garden to a bigger garden, transforming a city hall landscape in a day with 250 volunteers and multi Partners. And then we went for a while what if we didn’t just do one big garden, but we did lots of gardens. And so we had this crazy idea of planting 350 gardens in a weekend. And by mobilizing dozens of community partners, we registered over 600 gardens in a single weekend and that kept on doubling and doubling and doubling through time and reached about 100,000 actions and projects and so going from education to action to transformation. It’s a more collective transformation. Then we started moving into coalition building and so in response to record drought and record fire and the climate crisis and the pandemic, we then started launching numerous coalitions in different aspects of health equity, environment, watershed protection. Um and so so kind of this is where moving to that more bigger collective space at a coalition scale. And and recently, you know, to give one example a few years ago, when the climate crisis was really feeling extreme and there was a lack of political action. We helped form a coalition with a handful of other commune members called Climate Action Petaluma, and we rallied our people and showed up at the city’s policy setting session and got about 400 people to sign a petition and maybe 50 organizations and businesses sign on. And we asked our city declare climate emergency and to create a new Climate Commission, an appointed body and to take action. And based upon this effort, the city became the first city in the Sonoma County to declare climate emergency. This led to the other municipal jurisdictions doing so on becoming the first county in the whole country to do this. This quickly led to helping the city form a new Climate Commission and then City pedal became the first city in the country to ban new gas stations. And now that’s rippling throughout the county and other places. And it’s led to this effort where then more people are running for council and you have new community voices or on city council and they’re running for commissions and new groups are forming to get behind this 2030 0 mission mission, you know, uh to achieve zero emissions by 2030 which is a big daunting goal. Um but it’s just creating all kinds of transformations and new groups are forming in the city and the community are working together in new and exciting ways. And this all came from this small group taking a collective impact effort and working with our agency in a we are in this together way versus a pointing fingers and then encouraging other people to step up and grab their parts and it started to grow the garden or the ecosystem of players where now you have really wide buy in in our community, it’s rippling out on, on achieving these goals in different ways by working together. Um, and there’s a dozen or more examples that that’s a good one, but throughout the book that shows these sort of different efforts of working collaboratively to solve problems and all kind of crises.

[00:53:45.22] spk_0:
You mentioned something as you’re talking about building these small groups and getting getting things started, that it’s not so

[00:53:50.31] spk_1:
much the

[00:53:57.18] spk_0:
fool, but it’s the fools. First followers. The fool being the guy who’s got the person who’s got the idea, uh he he or she there all by themselves. But but when you get the first, like three or four people, there’s, you know, that you’re pioneers, I guess before the early adopters, you get your pioneers to join the join the

[00:54:14.59] spk_1:
fool. Say,

[00:54:14.91] spk_0:
say more about that. I like it’s a small thing you mentioned in the book, but I I liked it.

[00:55:44.89] spk_1:
It’s a great if anybody who hasn’t seen it, a number of people haven’t been viewed by millions and millions of people, but there’s a great video called leadership lessons from a dancing fool and it just shows this guy dancing all crazy and then one person comes in and eventually creates a tipping point and the core ideas, it’s not about the lone nut, but will the lone nut encourage someone who first tries to join him and the second follower and the third follower kind of really the key people that translate what the nut is doing to make it more socially acceptable and move on. And so you need your your founders and your loan nuts creating something, but then you need those first few people are like, okay, I can contribute to this, I can help make sense of this. And it’s just kind of paying attention. Are you the lone nut called to create something new or are you a first follower or you know, do you just need to be ready to jump in when the effort starts to grow when the movement starts to build? Um and that’s true for for affecting change at scales to to affect systemic change. There’s these different core lessons we need to apply around developing shared leadership around creating community and nurturing networks around facilitating but giving up the idea, we can control change being adaptive and responsive of knowing change could take a long time, but be ready to jump in. Um these are some of these systems change strategies that you know, you can apply to your organization and community change work.

[00:56:02.69] spk_0:
So the reverence plus the ripples plus relationships are going to give you resilience. What’s that?

[00:56:25.21] spk_1:
Just the work and the practices of you know, personal organizational scale continually starting with our heart. What breaks our heart. Re centering on our inspiration and then centering on our action. What’s the best we could do in ourselves and our family and our community and our organization. And when we are working at starting with our heart and focus and proactively on what’s in our our power shining our light and sharing it and we do that in a way that’s in right relation with our planet with our people doing those three things. The first three hours is how we build resilience, how we build resilience in our lives and our homes and our organizations in our communities.

[00:56:44.89] spk_0:
So so say more about resilience, what what what what do we have to look forward to

[00:57:18.50] spk_1:
resilience in the book, Really just kind of shows how when you’re doing these things for a long time all the pieces could come together from the individual scale to the household garden scale to the organizational scale to the committee scale and sort of create a pop where the elements start to synergize and function together and that we could affect much larger change than we often think, you know and so not getting overwhelmed by the scale of the problems centering the power of small but the power of small can affect really, really big change. Um, and so that’s kind of the take home and then just pulling back into our places of power and re centering and taking care of ourselves and our communities are organizations to just to put our oxygen mask on first as we, as we sustain in the long work.

[00:57:41.41] spk_0:
That’s what I wanted folks to hear the pop. It’s

[00:58:06.40] spk_1:
a great metaphor. It comes from a book, it’s a longer thing. Um a permaculture book by a friend who passed some years ago Toby Hemenway called Gaia’s Garden and he talks about how when all the core elements of the garden come into come into concert, there’s this pop of the whole ecosystem surgeon with vitality and you could able harvest any drop of rainy scrap of carbon or sunshine into this lush thriving ecosystem. And so that’s a metaphor. How do you apply that to creating a pop in your personal life at your organizational scale. How do we create the pop at the neighborhood and community scale and our movements.

[00:58:43.26] spk_0:
Jason Heckman outstanding. Thank you. The book is take heart take action. The transformative power of small acts groups and gardens. It’s 2022 Trenton. Thank you very much. Real pleasure. Thanks

[00:58:46.39] spk_1:
so much for having me tony it’s been great to be here.

[00:58:48.39] spk_0:
Thank you tell folks where they can find, take heart take action

[00:58:54.02] spk_1:
Sure. If you go to our website, Daily Acts dot org, a C T s dot org, then you’ll you’ll see a link that clicks to our crowdfunding campaign for the book and we just ordered 1000 sustainable, sustainably printed copies, which will be arriving next week. Um, and then we’re also hiring for a number of positions. So since this is out to the field of nonprofit leaders, please check our website for the positions we’re hiring for as well.

[00:59:29.10] spk_0:
The book and the jobs, they’re all at daily Acts dot org. Tristan. Thank you again Next week, Alex Counts returns with his new book, small loans, Big dreams.

[00:59:36.90] spk_1:
If

[01:00:13.60] spk_0:
you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. 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 December 5, 2022: 6 Steps Before You Hire

 

Andrea Hoffer6 Steps Before You Hire

Hiring is rampant because turnover is rampant. You have work to do internally, before you go public with your job posting. Andrea Hoffer, from AHA! Recruiting Experts, talks you through her 6 steps. You can download the first chapter of Andrea’s book, “Hire Higher.” We recorded on a bus in the Israeli desert.

 

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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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[00:01:10.11] 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. Oh, I’m glad you’re with me, I’d suffer the effects of para fia if you touched me with the idea that you missed this week’s show six steps before you hire, hiring is rampant because turnover is rampant, you have work to do internally before you go public with your job posting. Andrea Hoffer from ah ha recruiting experts talks you through her six steps On Tony’s take two lots of opportunities for growth. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Here is six steps before you hire.

[00:01:57.34] spk_1:
It’s a pleasure to welcome to non profit radio Andrea Hoffer, Andrea is a businesswoman over three decades of experience. She’s managed hundreds of employees and knows firsthand the everyday challenges, motivating a team, exceeding customer expectations and meeting business and revenue goals now Andrea is using her experience to help companies recruit hire and onboard new team members successfully without wasting time or money on those poor hires that don’t work out. Her company is a hot recruiting a AJ they are at aha underscore recruiting and at aha recruiting experts dot com Andrea welcome to nonprofit radio

[00:02:09.12] spk_2:
hi, Tony, I’m really happy to be here. This is, this is pretty cool,

[00:03:41.33] spk_1:
You’re happy in your surprise surprise Andrea and I are on a bus in Israel, we are headed to the dead sea, we met at this course called Israel innovation that she and I are both taking along, with I don’t know seems to be maybe 60 or 70 other people most are not from the US most are from latin America brazil chile Argentina. Uh, but there are also folks from central America Panama, Colombia costa rica. Uh, there’s a woman from Ireland should make sure that we know Ireland is in the house every time we have a meeting. So we’re spending a week together traveling through Israel. Uh, we’ve been in tel Aviv together. Um, today we left tell Aviv came to the negative desert, the desert we visited kibbutz and now we’re on a bus from the kibbutz to the Dead sea where we’re gonna stay overnight in hotels and we are stealing some time on the bus so that Andrea and I can record and I can record because we’re not sure if we’re gonna have time any other time. There might be occasional interruptions, bus noises. And we’re on the bus. Welcome! Welcome. We are talking about the process of discovery, which is the earliest phase, right? This is the earliest phase of

[00:03:50.55] spk_2:
Yes, but what you do before you even put a job ad out there, things you need to think about. So that when you do start recruiting, you’re looking for the for the right person.

[00:04:04.69] spk_1:
Okay, so we’re in introspective exercise in house were strictly in house Discovery and you call this phase Discovery?

[00:04:10.96] spk_2:
Yes.

[00:04:11.69] spk_1:
Why is that?

[00:04:27.93] spk_2:
Because a lot of it you actually know, but you haven’t thought about it, You haven’t asked yourself those questions that you’re discovering this about yourself, about your organization, about the people that work for you and what you want your work culture to look like, what you want your team to look like.

[00:04:34.23] spk_1:
Okay, okay, now one thing I didn’t say in your bio, you are founder and what you what do you call yourself at, recruiting founder and Ceo

[00:04:44.99] spk_2:
founder and Ceo

[00:04:46.08] spk_1:
founder and Ceo

[00:04:47.36] spk_2:
recruiting experts,

[00:04:53.26] spk_1:
recruiting experts. Okay, excellent. Alright, so you have a discovery process, You have a process for this discovery?

[00:04:57.61] spk_2:
Yes. So we have six questions. Um six overall questions that we typically take our clients through and um and then there are lots of questions underneath it to go to go deeper, but I can

[00:05:11.15] spk_1:
to talk to

[00:05:11.99] spk_2:
You about the six,

[00:05:13.17] spk_1:
the six most important and maybe some of my questions will evoke some of your sub questions etcetera. So, okay, so

[00:06:34.06] spk_2:
the first question is really, you know, why does this position exist? What is the main purpose of it? Every position has some reason it exists and it typically in some way will contribute to the bottom line and will contribute to the mission of the company. So it either in some way is gonna save your company money or in some way is going to make the company more money, but it’s usually even bigger than that. And I and I have an example I can share to you. Um, so one example I like to share is an account manager and the job we like to break it into job title, job purpose and then organizational mission. And so the job title of account manager could be the job purpose to ensure client’s expectations are exceeded. Very, you know, it’s very simple. There’s no very high level, no getting this wrong. You know, we tell people don’t worry about getting it right. You’re gonna start, you’re going to tweak it over over time, but just put some thought into it. So you have direction. Um, so the whole purpose of this account manager’s job is to make sure the client’s expectations are exceeded. And then as we go through some of these other questions of these six questions will go a little bit deeper of what that looks like.

[00:06:51.07] spk_1:
Let’s let’s reassure folks that this certainly applies to non profits because your work is, your work is mostly you’ve done some work with nonprofits and you have a background in nonprofits.

[00:07:07.38] spk_2:
Yes. I started working in higher ed. And so in an arts organization that was all non profit. And then when I started the company, I did a lot of consulting with nonprofits in addition to small business,

[00:07:21.93] spk_1:
everything we’re talking about transfers

[00:07:23.44] spk_2:
of course,

[00:07:25.56] spk_1:
Otherwise I wouldn’t be here. And I’m sure you all know

[00:07:32.11] spk_2:
that in many ways, a lot of these questions of why a position exists or what the mission is of an organization. In some ways, it’s even easier for the nonprofits to answer because they talk about their mission so much more than business students often. So it there’s a good connection there

[00:08:07.52] spk_1:
and before we go further with, because we’re still at the very high level, why does the position exist? Who should be well, yeah, who should be answering these questions? What’s the structure do we send around a survey to all the employees? Is it only the employees who are going to work with the person whose whose position were filling is leadership involved? Who’s answering this? What are the logistics of getting?

[00:08:36.48] spk_2:
A lot of it depends on how large the organization is. We have done this process with just the Ceo or just the leader of if it’s a non profit organization, but typically would recommend getting at least the leadership involved. But if you’re thinking, if you can get more people involved in answering these questions and discussing these questions and get as many people as possible, the better outcomes better you’re going to answer these questions,

[00:08:49.58] spk_1:
you like the idea of maybe circulating the questions in advance and then meeting everybody writing their answers that

[00:09:55.98] spk_2:
we actually have. Sometimes what we do if the organization agrees and they can get more people involved is we do a sort of sort of what you just said, like a questionnaire like a survey of different than have each person fill it out separately without talking to each other. Even if it’s a small organization, we’re just sitting at the four or five people and then we get them all together and we talk about, well, okay, here are the patterns we saw here, here’s what everybody’s saying and usually about 70 to 80% is going to be similar but then hear the differences and why do you, why do you think this person answered this and this and that person into that? And we talk about the gaps and then a lot of times we’re able to bring it together and and really come to a, I don’t want to say a compromise, but something that is behind a consensus.

[00:10:00.90] spk_1:
Um, Alright, so we’re at the level, why does this position even exist?

[00:10:22.73] spk_2:
So the next one is, it’s about the outcomes you’re looking for and this drills it down. Um, often two metrics, you know, how do you qualify this and the, and you know, I know you’re doing a planned giving and if you talk about a fundraising, which is kind of an offshoot bringing money in there could be the amount of money, the level of money that this position is responsible for bringing in. It could be how much money you want to bring in for different events or for different milestones or deadlines.

[00:10:45.58] spk_1:
What if it’s a program

[00:10:47.02] spk_2:
position

[00:10:48.14] spk_1:
and they’re gonna be doing service

[00:10:50.00] spk_2:
to

[00:10:51.61] spk_1:
beneficiary humans in some in some capacity and then would it be like your monthly throughput or a number of client hours you spend? It

[00:11:02.97] spk_2:
could be, it could be retention, It could be

[00:11:07.06] spk_1:
keeping people in

[00:11:13.36] spk_2:
keeping volunteers or keeping how many people attend and and come back each time. You know, anything that shows growth that shows that it’s a contribution to the, to the mission overall.

[00:11:22.54] spk_1:
Okay, Alright. Again, that’s why mission can be so

[00:11:25.01] spk_2:
valuable. Exactly.

[00:11:34.97] spk_1:
Because your, as you said, you know, we’re talking about mission often it’s the core, it’s the reason we exist. It’s protecting the homeless, It’s protecting animals. It’s feeding the hungry education

[00:12:01.45] spk_2:
and this is what’s going to attract people. All of this is what is going to attract people to join your team to join your organization and money of course is important to most people they have to be able to live. But and to many people this mission knowing how they contribute to the mission of the organization, whether it’s a business or a non profit is just as important, sometimes more important than than the money factor. And so if you can get this part right and and show that connection, you’re gonna attract more skilled people and more pass.

[00:12:24.15] spk_1:
And I see why you say we’re jumping ahead because now we’re kind of bleeding into promoting the promoting position and organization to the, to the and the mission to the right people, but we’re still in the discovery phase, but, but it all into relates of course. Um And so these are, these are valuable introspection questions. Okay. Anything else that you want to say about that? That second one before we?

[00:12:47.77] spk_2:
No, I think I think

[00:12:49.03] spk_1:
you’ve

[00:15:53.09] spk_2:
pretty much got the gist of it there. Um and then the next one is I like to refer to it as success traits. But what are the characteristics? And this is yeah, this is specific to the position because we’re going to talk about the organizational culture in a moment. But you know, what are the specific characteristics, specific traits that you have seen of successful people in this position or similar position in the past? And this takes some thought and and we usually, the way we pull it out of people is by stories. I’m a big fan of thinking back and writing down stories stories of um when you had team members that were successful and lots of different successes. Big successes. But I’m always encouraging people to to track those things to write them down. And then also stories of when people weren’t successful and you start to see patterns of the different traits of of what would make somebody successful in this particular position. Um and I’ll give you an example. We um, you know, we often will recruit for executive assistants and we had a couple of years ago we had a ceo and just can apply non profit for profit. But this this happened to be a for profit company. Um, and she needed an executive assistant and she had already gone through several, nobody was successful with. Um, and one of the things, one of the reasons why she was having trouble finding the right person was her company, um, was very fast pace. It, everybody in the company traveled a lot and the Ceo was absolutely brilliant. She needed somebody who could organize her and be like a million steps ahead of her. And, and used to that chaos and be able to thrive in that chaos. So we knew we were recruiting that those were some of the traits we were looking for. So we had lots of amazing executive assistant candidates who had great skills. But as soon as we talked to them and learned, you know, that they’ve been an executive system, say in a large organization for yes, a very busy, you know, senior executive, but it was still structured, they were still useful. A lot of structure. We knew they weren’t going to be a good fit. So we knew what types of success traits to, to look for and, and then, you know, we take that and we drill it down to a couple of sentences so that it really jumps out at the right person when we’re going to look for someone. And so that it’s very clear to us for more interview, was

[00:15:53.54] spk_1:
there any chance that you should have been recruiting for a new Ceo, in that, in that company?

[00:16:18.50] spk_2:
Actually there are lots of businesses and even non profit organizations that do function in that way. There’s still some structure, there’s still productivity. But because of the nature of what they do there is this daily chaos. You just have to find the right way to say. And and it was also where they were in their history as a, as a company to with the growth.

[00:18:29.44] spk_0:
It’s time for a break. Turn to communications their e newsletter this week. What a year in review can do for you. And they talk about the value of a year in review article or blog post that you write. They say that it usually only requires a light lift because you just need to spend time summarizing stuff that you’ve been writing all year long and of course you’re gonna file focus on milestones, you know, main achievements, accomplishments. But they also suggest including challenges, especially if you overcame them successfully. Because that adds some authenticity. Right? And they suggest that a year in review can help you, of course, you know, showcase your results. You just talked about, you know, accomplishments, achievements, you can acknowledge your key audiences, supporters, loyal customers, donors, your, your beneficiaries, any any parts of your year in review that you can work these folks in all the better boost morale. Uh, it’s often easy to forget all the things that you did achieve over the year at the end of the, at the end of the year because it’s so busy. So this can help refresh recollections about the good things that that happened through the year. Um, so those are some ideas that they have around your year in review piece. You can get their e newsletter, which is on message at turn hyphen two dot c o turn to communications. Your story is their mission Now back to six steps before you hire. We

[00:18:29.70] spk_1:
Have Questions 4, 5 and six.

[00:18:31.19] spk_2:
Yes. I’m trying to make sure. I don’t forget any

[00:18:33.98] spk_1:
here. You

[00:20:15.83] spk_2:
know, I think this is good and let me just go back to my thing here. So the, so we talked about success trades which are specific to the position, but then you have your core values that are specific to the overall organ. So everyone in the organization, no matter what position they have lived by. These core values and I call them, um, kind of your default zone, your guiding principles. And if you’re done right, if they’re really alive in your organization, then you know that no matter what decisions being made by anybody in the organization that there they’ll be making a decision the way you around those values, the way they act. And so for example, one of our core values at aha is think like a detective. So we’re often kind of putting our detective hat on and often the core values do start to come from what’s important to the ceo to the person who’s running the company or restart the company but you want to make sure that they’re also important to everybody in the organization that they like. It they they’re successful by it there it’s natural for them. So when when we’re recruiting for our company we’re looking for people who are curious Think outside the box who put their detective hat on and don’t just accept, you know you have to do things 123 but there’s gotta be another way to do it better. Um And so it comes up in our meetings a lot. You know when somebody says they have a challenge, did you put your detective hat on? How you know how else can we? So that’s one of our core values

[00:20:28.18] spk_1:
since we’re in the middle here were three out of six I want to mention. Andrew you don’t have in your Andrea you don’t have in your bio that you’re the author of. Higher.

[00:20:38.84] spk_2:
Higher.

[00:21:01.30] spk_1:
Unless I I don’t I don’t I didn’t deliberately cut it out of your cut it out of your bio. No look there’s I’m showing her the bio bio on her phone which does not mention that she is the author of the book. It says about the author it’s a piece of a larger pr alright still. Okay well she’s she’s the author of the book. Higher. Higher. H. I. R. E. H. I. G. H. T. R. Which you can get on amazon. Higher.

[00:21:10.17] spk_2:
Higher and and in the book it’s a very practical guide and it does walk through these six questions and a lot more but it goes into more detail about it and

[00:21:29.55] spk_1:
we can’t do everything the surface, we can’t dive deep. Just you know, if this intrigues you, you got to get the book, that’s the only way to get the full depth. Alright. Number four question four discovery process.

[00:22:21.29] spk_2:
So this is what everybody already thinks they know right when when you’re thinking about, I got to fill a job. I always say employers say okay they have to have this many years of experience in this particular industry and they’ve had to have You know, no this specific software and have this education and all of these skills and when I go online and I look at job as it’s usually pages and pages of the experience and skills that they want as can be a really big mistake. So what I recommend in this area is just narrow it down to the 4-6 skills or experience that you absolutely need for the job and think about

[00:22:27.56] spk_1:
Like 13 Bullets one

[00:22:33.38] spk_2:
job. I just

[00:22:36.65] spk_1:
I get bored.

[00:22:40.48] spk_2:
Most candidates look at it. I

[00:22:44.63] spk_1:
can’t possibly sometimes I wonder if there’s anybody who could really creating such an ideal that I think there may be scaring candidates away. They’re intimidated by the prospect of the requirements of the

[00:23:10.31] spk_2:
job. And the interesting thing is there have been studies done between men and women and men typically, Even if they can only do three out of the 15 bullets on the list will apply, but women, if they can do 14 out of 15 on average will not apply. So you end up

[00:23:22.81] spk_1:
cutting out, you

[00:24:05.01] spk_2:
know, a big part of the population. Um, so you know, we typically recommend between four and six of the most important, think about what you’re set up to train for. So you know, if you can bring someone on who has the right attitude, you know, they’re trainable, make sure you can train them or you have something, some resources to train them. Um, and then that opens the field for you and, and people love training and professional development. That’s one of the big things. Again, it’s are always asking about what, how am I gonna get growth from this? How is this going to take me to the next level? So that’s an amazing thing to offer somebody

[00:24:08.81] spk_1:
training. Professional development is important even more. So maybe now in the post pandemic economy, they want candidates want to know that the company, the organization is going to invest in their growth,

[00:24:24.07] spk_2:
that they’re going to invest in the growth, that there’s opportunity to move up. But even if there is an opportunity to move up because sometimes certain organizations just, it just doesn’t have, that is their opportunity to learn something new. There are lots of ways to keep people happen about what they’re doing and wanting to stick, stick around even if it’s not a huge bump in pay and a huge title. That’s not always what’s most important to

[00:24:54.78] spk_1:
people? What do we have next?

[00:26:14.38] spk_2:
Okay, let’s see. Did we go? We went through five already, Right. But we went through four. Okay. We talked about results. So what, why do people stay at your organization and why do they leave that often? We don’t even ask ourselves that. And that was probably a question for, for your current team. You know, what, what is it that they really enjoy about working there? Is it the mission, is it that you’re, you do a lot of things together as a team. Is it the pay, is it the professional development? There could be lots of different things sometimes, which is very big. Now it’s the flexibility, you know, if they’re they can come in at different hours, um, or you know, is there a work from home? Is there a hybrid? That’s of course very big right now. What is it that keeps them and what is it that drives them away? And that often could be like, you know, you you made a comment when I I talked about that example of this Ceo and the kind of the chaos, some people thrive in that by your comment. It sounds like that would probably drive you away. Um, so be very clear about what your environments like and put it all out there sometimes. Um People will ask me, well shouldn’t I make it sound really great? Only if it’s true, Be authentic and find out what is true.

[00:26:23.97] spk_1:
Otherwise you’re misleading the candidates.

[00:26:25.53] spk_2:
Exactly. It’s

[00:26:26.39] spk_1:
a chaotic environment and a lot of flexibility is needed and it’s hard to work through a weekly plan that you might

[00:26:34.83] spk_2:
put put

[00:27:13.69] spk_1:
together on monday or the friday before. Uh then then reveal that because the person is gonna leave in a couple of months when they realize that it’s not, it’s not the predictable week after week pattern that you made it sound like that. You just told me out explicitly that it is all right. So if we’re at why do people, why do people stay and why do people leave? Uh look people could be leaving because of leadership, difficult leadership, but now we’re having leadership. Answer the answer the survey uh here’s where the leaders answers the C suite answers. They diverge from the and who in the C suite is gonna be willing to admit that they are the reason or contributing to the reason that people leave.

[00:28:39.25] spk_2:
You would be surprised that I have met a lot of leaders over the years, both in non profit and for profit. And I have met leaders who who recognize where their challenges are. And sometimes they’ll say I need to hire somebody to fill that gap for me. Actually met with a later a couple weeks ago who said that, he said you know what I know I’m not good at managing people like keeping the team motivated that it um checking in with them and making sure they’re supported so I need to hire somebody to help me with that or that order kind of fill that gap. So a lot of them will especially now because more important because we as a society after the pandemic are demanding more of that you know to be recognized to be respected too leaders who are going to contribute to our growth. So I think that more and more leaders are even if they have to be banged on the head a little bit with it um I think they’re recognizing the importance of that and that they need to do that they want to retain,

[00:28:42.12] spk_1:
okay you’re finding that people are realistic

[00:28:46.70] spk_2:
about it couldn’t be

[00:29:06.07] spk_1:
careful, you should watch your hair on your left side too. So that was Andrea Andrea I’ve been calling you for half a week now and recording and I keep saying Andrea Andrea touching her mike but we’re on the fly here that’s what that’s what that noise in the middle of anything else went through everything. That’s a very good one why why people stay and why people

[00:30:42.21] spk_2:
leave, you could spend a lot of time on that. It was so funny I actually I met with often I will run masterminds or be in masterminds with other organizational leaders and there was one woman who um her business is growing very quickly and she said I’m so overwhelmed and like what are you overwhelmed with? She said I’m overwhelmed with the employee and gauge. I feel like there’s so much I need to do to show my employees I care and to keep them happy and successful and I’ve been told like you know there’s so much out there and it’s just there’s so much more because that we’re hearing now. So I was like you don’t have to do everything right away. Just check in with your team regularly. That’s probably the most important thing is checking in, see how you can help them and make sure they know you’re being authentic. You’re being sincere. You truly want to hear if there’s a challenge which this leader is naturally empathetic. So I said really you just need to be you. She had a counseling background but I told her to just start with three things that

[00:30:47.38] spk_3:
we are

[00:30:48.36] spk_1:
now we’re gonna pause while we have an introduction explanation.

[00:31:27.55] spk_3:
Maybe we should include this. People have problems with breathing. They come to because the air here is very very dry and it’s very good for people who have problems breathing and lungs problems. Now the dead sea is also part of I would say medical tourism and now that we are starting to go down to the dead sea A lot is like 4, 500 m above sea level. The dead sea is 425 m below sea level. So we’re going out 800 m down.

[00:31:39.92] spk_1:
Alright. So there’s a little bit about the dead sea and how far below sea level it is courtesy of our guide for the week. Is Michael from Denmark.

[00:33:07.18] spk_0:
It’s time for Tony’s take two. We are at the beginning of december which of course is most likely a very important month for you regardless of how you perform, how your organization comes out tomorrow is another opportunity to grow. So I’m urging you to shed Let go how it goes today. This week you have another day tomorrow, you have another week and you have the one after. So regardless of how you and your nonprofit do even this year 2023 is another opportunity Full of 365 days. If you do great this year. 2022, fantastic. If you don’t, 2023 is another new full year. Your past doesn’t define your future and you have many opportunities to grow each day, week, month year. That is Tony’s take two. We’ve got boo koo but loads more time for six steps before you hire with Andrea hoffer.

[00:33:26.29] spk_1:
We were talking about the reasons why people leave the reasons why people stay and I was saying that I think that’s valuable introspection. Even apart from a hiring process, this is valuable, valuable to think about these things. Is there anything more that you want to add on?

[00:35:51.46] spk_2:
No, not onto that. And you know I agree it is it is very important and you know sometimes we do all this work with clients and to find them the best candidate or what we think is the best candidate. And what we have learned over the years is that we also need to do work with the employers on how to set the new higher up for success and and keep them happy and help them with success on ongoing because we’re seeing, we started doing a survey of our people. We placed last year in 2021 we placed 100 and 65 people and we have been reaching out to them At different points like 30 days in 60 days and 90 a year to find out. Did they feel like the recruitment process was professional? Was it a good representation of where they were going? And then what was, you know, what is it like at the company And what we’re hearing? A lot of is I wasn’t really, I’m generalizing here but I wasn’t really set up for success. I wasn’t given the resources I needed to be successful or sometimes it wasn’t as described, which means we we didn’t get the correct information from from the employer because what what also seems to happen sometimes is the employer things change quickly in organizations and sometimes they change the position so they might not change position title, but then they changed the expectations around the position and that’s not what was quote sold to the candidates. So if and sometimes it happens and it’s nobody’s fault, it’s just how the organization, the direction is moving. And I always recommend just just be up with with your new hire and talk to them and figure out is this the right fit for you? And how can we work with you? So that it can be the right fit and maybe there’s somebody else in the organization where it’s a better fit and you can put this person in a position that will work for them,

[00:35:53.34] spk_1:
but at least be upfront and talking about these things. So we kind of melded a couple of these together. So why don’t you just read through one through six? So it’s clear that we’ve covered everything.

[00:36:20.94] spk_2:
Okay, So the first one is why does the position exist next? Or what are the results or outcomes needed from this position? And I think we just grazed over that one. And one of the things I do want to mention that I didn’t mention earlier related to that question is I’m a big fan of,

[00:36:31.86] spk_1:
I even asked you if there were more

[00:37:51.80] spk_2:
my brain. Okay, so I’m a big fan of result oriented job descriptions and and that means, you know, writing the job description for the results that you’re looking for. So I think this question is really important and sometimes you can get a really great candidate from a different industry who has accomplished something very close to what you’re looking to accomplish from this position. So, so the more clear on what you’re looking for, what, you know what we always ask, what will give this person a great performance evaluation in 90 days, What would they have accomplished for you to say A plus for them in the 1st 90 days and, and and then different segments of, you know, the next time line, so that I just wanted to make sure I cover that. So the next question is, um what skills and experience are needed to do this job successfully? What is specific traits, we call them success traits or attributes that make a person successful in this position. What are the specific you’re set fit in your organizational culture? We’re talking about core values. And then lastly, um why did team members stay with you? And why did they leave

[00:38:34.50] spk_1:
question. What about um salary? Now we’re now we’re jumping outside of discovery. But you and I talked earlier when we were getting to know each other about salary range disclosures, job descriptions, which is becoming so much more important. New york state just passed a law that requires it. Um I thought I had seen that in Oregon too. I might be mistaken about that. You hadn’t heard of that one, but at least we know new york state has, has passed that law and other states are considering it. And just it’s just, it’s a movement apart from whether it’s legal or not legally required

[00:38:39.84] spk_2:
or not right

[00:38:41.58] spk_1:
share your opinion on disclosing salary or arrange a description.

[00:39:28.85] spk_2:
It’s always been a best practice. And now in many states, like you mentioned tony it’s a law. Um, and I think at some point it will probably be a law and in just about all states. The reason for it, there’s, there’s several reasons, but one of the main reasons that’s become a law in a lot of states is because in the past, um, there’s been a lot of bias and discrimination when it comes to pay. When you think about how women have been paid or different cultural groups or background? Exactly. And so if you are not transparent about your salary and you then, because I hear this a lot from employers, well, I don’t, I don’t know what I’m going to pay. We’ll see what the person made before. Well, all that’s doing is contributing to the bad uneven inequitable from the perpetuating. Thank

[00:39:49.71] spk_1:
you.

[00:40:38.04] spk_2:
Right. So what you need to do is think about What can you pay, what do you think the return is for this position that your organization can afford. Um, and what is it worth to the value that’s going to be contributed and and create a range there and don’t make the range 100,000. I usually recommend. I see sometimes do. Exactly. I usually recommend, you know maybe a $10,000 range, maybe a $20,000 range. Um not much more than that. And and you can decide based on what what that person you’re hiring is going to bring, how much training you need to give them. I’m up to speed. Um The other thing is it just waste your time if you’re not transparent

[00:40:43.08] spk_1:
upfront,

[00:40:43.84] spk_2:
it wastes the jobseeker’s time and it wastes your time because everybody

[00:40:49.11] spk_1:
well

[00:40:57.37] spk_2:
look at the job and have different thoughts on what it’s going to pay. So I may apply for the job Thinking that it’s going to pay 100,000 and you’re only planning to pay 40,000. And if we don’t get to that until the third interview, well we’ve wasted so much time and it just frustrates both of us so that no

[00:41:13.74] spk_1:
candidate is going to ask about salary in the first interview. Maybe not even in a second if they know there’s another coming

[00:41:24.16] spk_2:
and less candidates are going to apply for your job if they don’t know what because they’re afraid they’re gonna waste their time. And they often feel like

[00:41:31.35] spk_1:
because

[00:41:31.87] spk_2:
you’re not being transparent with that you might not be transparent with other things as well, so you might not be the right employer for

[00:41:51.70] spk_1:
them. Um And just let’s let’s kind of wrap up with what you are seeing in our sort of trend one or two things that you, you want folks to know about, you know, in this post pandemic hiring environment that we find ourselves,

[00:42:19.05] spk_2:
People are looking for their passion, their looking for, not just the passion connected to the mission that the company that that is a big part of it, but they’re looking for a place they can call home, they’re looking for flexibility. They’re looking for an environment that they’re happy to go to work and it doesn’t matter the

[00:42:26.12] spk_1:
level of

[00:44:01.07] spk_2:
the position. Um Pay is also important. They want to be paid what they feel their worth. And because pay, we’re seeing a big trend and increase of pay. Um uh you know, jobs that have paid one amount for decades are now have, have, we’ve seen large jumps in them. Um but then I’ve seen where candidates have been willing to take a pay cut if it means they could work from home or they could have more flexibility or it’s something that they truly believe in. And I have seen a great trend of candidates of job seekers who have left or actually even gotten laid off during the pandemic from high paying, high pressure jobs that are now saying they want a job in a nonprofit in something that they truly believe in. And they usually have a specific type of nonprofit or type of mission that they have in mind because it’s something important to them specifically. And I’m not saying that there isn’t anyone, but for them individually. And I think the pandemic has really, it’s created this thing in all of us where life short, right? Like it. I want to just do something I want to be contributing in a way that that works for me on both my time and what, what’s important to me. And I think that’s important as you go out and recruit people and as you work with people as well to keep that in mind,

[00:44:10.04] spk_1:
a lot of us have heard from

[00:44:11.95] spk_2:
people who want

[00:44:50.27] spk_1:
to want to now give back. That was even pre pandemic. But I think the pandemic accelerated it being more reflective about their career because of the pandemic people question their own mortality. And in the early days of the pandemic, we didn’t know if, if you were 30 if they could kill you or if you were 75 if it could kill you or or if one was a greater risk than the other. We didn’t know, People were really questioning a lot of things in life and obviously career is enormous. So, um, you know, we, we see so much about nomads, digital nomads traveling the US traveling the world and moving and working from a completely different time zones and completely different atmospheres because they want to have a richer life, but they still need to make some money. So they’re happy to work from wherever, if you’ll allow

[00:45:37.45] spk_2:
it. And if the type of position you have available, if you’re able to think maybe a little outside the box and make it either a hybrid or remove or add some of that flexibility in that is so important to people now and and they because of the pandemic where they saw companies and organizations, they will take,

[00:45:39.73] spk_1:
oh

[00:45:40.02] spk_2:
no, we don’t do that here as an answer. Then there’s then there’s, you know, then that’s not for me. Plus

[00:45:45.80] spk_1:
as

[00:45:59.01] spk_2:
things started to let up just a little bit during the pandemic was still pretty early on. The question I got over and over again from candidates was what will happen um with this position if if we end up having to shut down again, if we have another pandemic and I haven’t been hearing as much of the past year, but that first year or heard a lot because they do not want to be laid off again, you know, they wanted. So you might want to think about that as well. It’s not just because they want the flexibility. They also want that security that they know if a pandemic hits again, they’ll still be able to make a living.

[00:46:28.27] spk_1:
Okay? We’re in the we’re in the Israeli desert Negev were descending as you

[00:47:00.14] spk_3:
heard going 425 m down underneath the most the worst place on earth, that’s a dead sea. Now the lights that you see on the other side, this is already another country, this is George. The border between Israel and Jordan is exactly in the middle of the day,

[00:47:32.52] spk_1:
I should have said that Michael is originally from Denmark but lives in Israel and as a tour guide here, so with Andrea Hoffer, founder and ceo of Aha recruiting experts, ha underscore recruiting and Aha recruiting experts dot com. Andrea, thank you so much. Real pleasure. Thank you for doing this on a bus in the Israel desert.

[00:47:41.47] spk_2:
It was fun. Thank you in different.

[00:48:02.57] spk_0:
Thank you for hanging in with the weird sound this week. I know it’s up and down and it’s crackly. I really wanted to capture the conversation with Andrea, we’re sitting side by side. And how many shows do I get to record in the Israeli desert and and plus you got to learn about the desert from Michael. So thank you. I know it’s

[00:48:14.13] spk_1:
weird, it’s weird

[00:49:07.45] spk_0:
this week. Thanks very much. Next week. Traven Heckman with his book. Take Heart, Take action. I know last week I said he’d be this week I need an intern if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o 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 B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.