Nonprofit Radio for January 31, 2022: The 40 Laws Of Nonprofit Impact

Derik Timmerman: The 40 Laws Of Nonprofit Impact

We can’t hit all of them, but that’s the title of Derik Timmerman’s book. He’s got advice like “give to gain,” “hire with ruthless selectivity,” “win while you’re sleeping,” and “eat last and get dirty.” We’ll talk about these and other ideas. Derik is the founder of Sparrow Nonprofit Solutions.

 

 

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[00:00:10.04] spk_0:
mm hmm. Hello and

[00:01:59.04] spk_1:
welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast and I’m glad you’re with me. I’d get slapped with a diagnosis of paragon on my Asus if you infected me with the idea that you missed this week’s show The 40 laws of nonprofit impact, we can’t hit them all. But that’s the title of Derek Timmermans book. He’s got advice like give to gain higher with ruthless selectivity win while you’re sleeping and eat last and get dirty. We’ll talk about these and other ideas. His company is Sparrow nonprofit solutions On Tony’s take two 50% off planned giving accelerator ends next week. 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 debut on nonprofit radio Derek Timmerman, he is founder of Sparrow nonprofit Solutions, a nationwide consulting firm helping nonprofits maximize their world changing impact. Before Sparrow he was a management consultant at Mckinsey and Company and the U. S. Army intelligence officer with two combat deployments to Iraq. The company is at Sparrow N. S. That’s Sparrow november. Sierra in military talk dot com. Sparrow N. S dot com. Derek Timmerman. Welcome to nonprofit radio

[00:02:01.69] spk_2:
tony it’s a pleasure to be with you. Thanks for having me.

[00:02:06.84] spk_1:
It’s my pleasure to have you. Thank you and thank you for your

[00:02:08.64] spk_2:
service. Thank you for that. I appreciate it. Absolutely.

[00:02:11.03] spk_1:
You’re one of our West point alumni as well

[00:02:14.58] spk_2:
that’s right that’s right Yeah so any navy fans out there? I’m sorry about that. But uh,

[00:02:22.44] spk_1:
Um, yeah, I’ve been there. I have a nephew who graduated there. I think he was 94. Okay, 90 for the year to score something. You have a little, a little jingle that goes with every year. I think he was like

[00:02:34.97] spk_2:
we do, Yeah. And an impressive that you know that, so mine is uh, pride and all we do 2002. We were actually the bicentennial class. So the thing was founded in 18 02. So they called us the golden Children all the way through that because it was celebrated that we were the 2/100 anniversary class of, of West Point. So Pride and all we do. 02.

[00:03:05.14] spk_1:
Okay, outstanding. And you just made me realize my, my nephew is much younger than that. So it ended with a four, I would say 94. It was probably 2,004,000. So what I was wearing, he’s, he’s much younger than you and

[00:03:10.74] spk_2:
me, which, which means, which means he might have been there when I was there and I as a, as a senior or junior, I might have given him a hard time. So apologies if he’s listening and if, if I, if I made him do push ups or something, I don’t know.

[00:03:27.94] spk_1:
All right. We’ll shout him out. Jacob, Jacob Weber. Okay. Yeah. No, I, I, and I witnessed, what are the, uh, I witnessed some of the the rehearsals for a day a day is the very first day right acceptance or a day. Is that the very first day that the new cadets, the first year

[00:04:04.34] spk_2:
cadets register now? You’re really stretching my the other day reception day. That’s what it is. Yeah, blocked it out. It’s a memory that you know, honestly tony It’s a difficult thing to dredge up my friends. So yeah, but our day reception day that was a significant emotional event for sure. Okay.

[00:04:05.72] spk_1:
And so from the, from Mckinsey and the and the and the United States Army, why sparrow nonprofit services Sparrows to me seems so frail. Uh they don’t have long life spans. Why why set me straight? Why is it sparrow nonprofit

[00:05:15.04] spk_2:
service? Yeah, I think it’s a great question. I love this question. Uh, so I I’m a person of faith. My faith commitments are very, very important to me. And there is a biblical passage. Uh, that goes something like uh you are worth more than many sparrows kind of talking about the fact that um our creator sees everything every part of his creation including you know the smallest tiniest sparrow and we as people are worth more than many sparrows. So I wanted to give nonprofit leaders sort of that sense uh in all the work that I do uh that they’re seen their valued, they’re not alone and they have worth because it’s as your listeners, I’m sure know who our nonprofit leaders, it can be, it can be a lonely thing. So that’s why the name Sparrow is to bake that into the heart of everything that we are into.

[00:05:21.04] spk_1:
Alright, thanks. And they are our listeners. Derek, please our listeners. And and I cited the company were incorrectly Sparrow nonprofit solutions.

[00:05:30.39] spk_2:
It’s not

[00:05:31.41] spk_1:
mere services, services, any Schmo can provide services. Sparrow. Sparrow provides solutions. So,

[00:05:39.34] spk_2:
alright, let’s let’s talk about

[00:06:02.84] spk_1:
The book. The 40 laws of nonprofit impact. I’ve got, I’ve got a bunch that I would like to talk about, but I don’t know. I’m feeling generous. I’m feeling a little anarchic today. So I’m gonna, and listeners will know that this is outside what’s what’s typical. I’m gonna throw it to you first. You you pick a you pick a law, You have 40 laws? Yes. The 40 laws were broken down into different categories. You you pick a favorite law of yours. What’s the one you like to talk about

[00:08:54.54] spk_2:
first. Oh my goodness. You’re asking me to pick one of my favorite Children. And this is, this is difficult, but okay, then forget it. I’ll go for it. I I got, I got one. Um, so the one that I find raises the most eyebrows with nonprofit leaders that I speak with and maybe provokes the most reflection and thought on their part. So that’s fun when, when I can have that impact is law number to define the win. Um, really what that’s all about is uh, gently challenging nonprofit leaders to identify what is the fundamental unit of impact for their non profit organization. So a lot of words there, but let me, let me sort of share a simple example if, if I was on my high school football team, I’m not a big guy. So there was a time when I wanted to gain weight to be on the football team, If that was my goal to gain weight, the fundamental unit of impact would be what? £1? A single pound. Right? So that’s the number of units I’m trying to replicate and grow in my nonprofit, um, similar, you know, if, if I’m at this stage in my life and I might have one or two lbs to lose the fundamental unit of impact would be losing a pound. So that’s, that’s kind of the idea is that within your nonprofit, what is that unit? That is the thing that defines the win. So it’s, it’s incredible to me how many nonprofits go through their day to day operations not knowing that or having a vague sense of a general mission without having that unit of impact firmly in mind. But once they select it, They’re able to say a vision that they want to cast for the next 3-5 years. So let’s say that you and I Tony I’m in Denver and Love Nature trails. Let’s say that you and I together wanted to found a nonprofit to preserve public nature trails in the Denver area. The unit of impact would be one mile of nature trail that we keep clean, pristine, uh, keep it, you know, preserved. Um, from week to week we go out on the trail and that’s the mile that we, that we preserve. Um, well, let’s say we get a bunch of volunteers to help us, uh, and set a goal of five years from now. We want to have 1000 pristine clean public nature trails in the Denver area that are cleaned. Uh, that’s our pile of units of impact that we want to have. We just cast a vision for our nonprofit that we can gear the whole organization to the board, the staff, the volunteers, everybody has that vision of 1000 miles of public nature trail there, Derek, I’m a

[00:08:57.70] spk_1:
Little, I’m concerned you’re already backpedaling because the book posits 2500

[00:09:02.27] spk_2:
miles. I know

[00:09:04.03] spk_1:
this hypothetical nature nature trail preserves, preservation, nonprofit. Now you’re now you’re, you’re back down to only 1000. What happened to 2500 goal?

[00:09:13.03] spk_2:
Well, so that’s, I’m in Denver now in the book, it’s in north and south Carolina. So there’s more trails in the whole two states to work with. But yeah, I think around Denver there’s 1000. But yeah, thank you for catching me on that though. You’re, I can tell you’re a close reader. I read the book. I read that and I appreciate it. That’s all

[00:09:33.19] spk_1:
right. We’ll stick with 1000 will be modest. It’s, it’s the start of 1000 miles in the first year

[00:09:41.54] spk_2:
deal deal. Yeah, but that’s, that’s what I throw out is, is defining a win and challenging nonprofit leaders to really define that fundamental unit of impact and what’s the pile of units that they want to achieve in 3-5 years.

[00:10:25.84] spk_1:
And that leads beautifully. The one that I would like to talk about, which is the law number three, which is, who already know who you are when you’re winning. Which to me sounds, I mean it’s, it’s, uh, well, not to me, it sounds like, but it’s your, you say it, it’s, it’s, it’s the values. What do you, what does, what does your, what does your organization stand for? Uh, you know, at the core, aside from what it wants to do, what does it stand for And you know, this stuff off the top of that, you know, you don’t need to refer to your encyclopedia of the 40 laws. You know, this, I’m not gonna, I’m not gonna stump you, I’m not out to stump you and uh, you wrote a book, come on.

[00:13:26.74] spk_2:
You know, I’m 100% with you. And um, what I, what I don’t say clearly in the book, but what it is worth mentioning here is these first four chapters, these first four laws or what I call the four questions and whenever I work with nonprofits kind of in a consultative basis, um, I love to kind of have this be one of the early conversations I have with them. And it’s a little bit of a different way of getting at the sort of age old in some ways tired and boring mission vision values strategy that we always hear about. I mean I came into my work with nonprofits wanting to sort of breathe some life some new life into those four things because it’s, it is, it’s easy to kind of have our sort of eyes roll back and just kind of get that glassy eyed look when the old mission vision values strategy conversation comes up. But the four questions that I throw out there are, why do you exist? What is winning? Who are you when you’re winning And how do you win? And that’s answering those. It gets to the right destination in a bit of a different way. In a way that involves people and results in an answer frankly that that’s different than just having the, the normal way that you might go about finding out what your mission vision values strategy are. The third question. Who are you when you’re winning is actually a way to get out the values of your organization and asking it in a who based way. It really unlocks some interesting thinking when I work with nonprofits. Um, one workshop that I love to do is actually Having six sticky flip charts posted around the wall of a room and asking the nonprofit to write down Name three men and three women in your organization could be volunteers, could be founders, could be staff write their name at the top of each one of the flip charts. So you’ve got these six flip charts around the room. Uh, Susan’s name goes on the top of one, jerry’s name goes to the top of the second and on around the room. And then everybody who’s participating in the workshop goes around the room with a flip chart marker and writes down everything they can name about the attributes of those people. What is it about them that makes them such an incredible embodiment of the nonprofit and by the end of the exercise, everyone’s crying. Everyone’s excited. Everyone’s thrilled about how great this organization is. But what’s what’s truly amazing is what what each of those words represents is a clue as to the values of the organization. Those words are who the organization is when it’s winning. And from those you can distill out what are the 5-7 Values of the organization? Having looked at the people of the organization 1st And then developing a check question for each, for each person to ask in a first person away for a moment to moment. AM I living out each one of these 5-7 values.

[00:13:47.34] spk_1:
I love this idea. That idea of starting with the people that embody the organization then what is it about those people? And then you find the commonalities across those. You said you do it with six. Uh, that’s, uh, that’s, that’s great insight.

[00:14:19.14] spk_2:
I like that. And it really, I mean it’s, it’s something I stumbled upon while working at a church, uh, some time ago. And what’s, what’s really neat about it is it avoids the trap of values that so many nonprofits fall into that, you know, they, they think about what’s gonna look good on a plaque or what’s gonna look good in the lobby or what’s gonna impress donors. What you’re actually doing is working from the bottom up and what you’re actually doing and who you actually are as an organization when you’re at your best and make and letting, letting the people doing the work as you say, um, speak to you about what the values really are.

[00:14:25.54] spk_1:
Now can those six people be in the room like, so can I go to my own flip chart and vote for myself and say charming, brilliant, funny. You know, can I vote for myself? My own my own flip chart

[00:14:37.84] spk_2:
only. You tony would ask a question like that. Of course. Yeah. Maybe we’d limited to three words on your own chart, but why not? Yeah, absolutely.

[00:14:48.64] spk_1:
And I can I can suggest adjectives for others to put onto my charger?

[00:14:53.09] spk_2:
Yes. Yes. Not happy about the adjectives that others use. but, but yes, it’s, it’s honesty. As long as honesty is in the room totally. Fair game.

[00:16:42.44] spk_1:
Okay. Yeah. But I’d like to lobby for my flip chart to be the longest and most effusive. It’s time for a break. Turn to communications. You’re 2022 communications plan lots of projects in there. Lots of writing. Which of those writing projects can you outsource to free up staff time to devote to the work that can’t be outsourced? Is your communications team too small for all they have to produce. Do they seem overworked and under resourced pity, pity their communications team. You can get them help. Turn to communications. Your story is their mission turn hyphen two dot c o. Now back to the 40 laws of nonprofit impact. You just have to get the book because we can’t talk about all 40 laws of nonprofit impacts. Not possible. We’re gonna skip around a little bit. So I’d like to talk about, you’re, you’re number six law give to gain, which reminds me of a, of a networking organization that I was in. In fact one of your, it’s either your footnote or one of your resources at the end of that law cites the is a book. I think I think it’s a resource you give by the, the founder of the organization. I was in Ivan Ivan Misner. Uh, the organization is business network international bien. I, I used to be in a B and I chapter in new york city. So, and he and the the uh, I guess so I suppose tagline of the organization was givers gain.

[00:17:19.24] spk_2:
I, I too am a B and I member. So I’m with you there and I am, I am even now, yeah, I’m a member of Gosh, it’s got to be one of the largest chapters in the U. S. Its 82 members. Can you imagine 82 members and a B and I chapter? Um, but for, for our listeners, um, I would say that that be and I is, is just incredible for nonprofits and they might have a deal these days about joining for free. So, uh, we can, that’s another topic. Another conversation. But yeah,

[00:17:54.34] spk_1:
just to just to put a little finer point on it if you have B. N. I. Business network and network, not networking. This network international if you have B and I chapters in your town. Uh, there is a uh, even though I’m not no longer remember, but I’ve been asked for by a couple of chapters who know me. Uh, each chapter is allowed one free nonprofit seat in its chapter. So you don’t have to pay the annual membership to join a B and I chapter. And it could be a very good resource. I, I found it very good for my business derek. You obviously find it good for your business, otherwise you wouldn’t be a member

[00:18:34.84] spk_2:
Of 100%. And the reason I recommend it to nonprofits is imagine 32 in my case, 80 individuals in your local area from all different professions, each with their own networks being a permanent week over week advocate for your nonprofit and your mission. Um, it’s almost like a ready made Salesforce marketing force, um, for, for your cause and for those nonprofits that I know that have been in B and I for three plus years, all of their volunteers, many of their donors, those who actually helped run their galas and events. A lot of that energy comes from from their B and I chapter so strongly recommended you

[00:18:52.24] spk_1:
Just did the purpose and overview portion of a weekly meeting at B&I was a member for 13 years in New York City. The only reason I left is because I moved to North Carolina. That’s the only reason. All right. So let’s talk about giving the game and, and, and I hope you’ll weave in vulnerability and

[00:21:23.54] spk_2:
generosity please. Absolutely. Yeah. So giving to gain is this idea that, um, if you, if you end up taking the approach with your non profit, not just to your beneficiaries, I think we all would say that with our nonprofit missions, we’re here to give to, you know, those who are the recipients of whatever our mission is. If we’re out to eradicate human trafficking. Um, you know, we’re are beneficiaries were giving to society by making sure that survivors are able to be restored. And uh, and that that those who are our victims are able to be pulled out. You know, of course, we’re giving to the beneficiaries of our organizations. It’s a little bit of a reach though, and maybe a bit of a new concept to think about giving to our board members, to our staff, to our volunteers, uh, to our prospective donors, to our existing donors. Everyone we interact with, um, in our organization. Um, we have the ability to do one of three things with them to either entertain, educate or empower. And those three things we can do with with every single person that we touch day in and day out. Whether it’s an email, a phone call, face to face interaction, giving needs to be the passion of every non profit leader. Um, and you mentioned vulnerability and generosity. Those are two of the main main components of how you can be a giver, vulnerability. Certainly in terms of, you know, approaching interactions in a way that, uh, that shows that you’re human. Um, I think authenticity is probably one of the most overblown, overused words. And, you know, there’s a dark side to authenticity in terms of, you know, just being a burden on everyone you come in contact with and and that’s not what we mean by vulnerability. What we mean really, actually is, is just showing that you have flaws, uh, that you’re someone who’s prone to mistakes, admitting those mistakes, showing your words and and letting the other person know that you’re human. Um, generosity. Uh, and really curiosity goes along with this as well. Is is training yourself to seek out ways to give, to look forward. You know, what is it that this person sitting across from me needs the most. I’m looking at you right now on zoom tony and I said I could see you could use some wall hangings. You know the walls behind you looking a little bare. So maybe I’ll send you something to hang on the wall here at some point. Just kidding. But

[00:21:42.54] spk_1:
I have my, I have my high, high hi tech art deco. Well not art deco, but uh, postmodern Hewlett Packard printer.

[00:21:49.68] spk_2:
It is, yeah, that, that is a, that is a nice printer back there. But, but hey, maybe maybe we could use a little bit more more on the wall. But you know what in every interaction. So there you go. Yeah.

[00:22:07.64] spk_1:
You recognize, I just tipped my camera, my screen up So that Derek could see, do you recognize that comic character?

[00:22:09.03] spk_2:
Uh, it’s a, what’s his sad, sad sam or sad. That’s beetle, that’s beetle bailey, beetle bailey. Okay, that’s assigned assigned original. Whoa.

[00:22:28.94] spk_1:
From, from mort walker. The uh, so well I’m, I’ve date myself all the time. I’m 60 years old. So I remember beetle Bailey in the comics, United States army

[00:23:15.54] spk_2:
was I know I noticed that beetle bailey. So here we go guys, this for our listeners. We, we can see here, I have a clue now of something that might be of value to tony in the future. Right. Just by looking at as well, taking a little interest, having a little curiosity. I, there may come a time here in the next month or two where here comes in the mail, a little cartoon for uh, for Tony to hang on his wall. Um, that can remind him of spare non profit solutions and keep him encouraged as he goes throughout his day. Just giving to gain, that’s the kind of thing we’re talking about is having just that little bit more curiosity than is common being that rare person who looks for ways to give and then the law of reciprocity pick kicks in where that person is. Uh, just naturally it’s the psychology of human nature is going to look for ways to give back

[00:24:04.04] spk_1:
somewhere in the book. You, you reckon you recommend. Uh, I think it’s two people a day, do something special for two people a day. And also try to uh think about how you can give something small to the people that you do interact with each day like you’re describing. You know, you don’t, you don’t need to send me any comics or I won’t reject it if you do. But, but uh, so you just, you, you got to get the book. You gotta get the book for the full breadth of the, the wisdom and the ideas. Um, and yeah, vulnerability. I, you know, too many people think vulnerability is a, is a sign of weakness. I think it’s a sign of confidence and strength that you’re, you’re confident and strong enough to to share your real self again without wearing your heart on your sleeves as you suggested, you know, and burdening people, but without not going that far. But vulnerability, I think is a sign of confidence and strength.

[00:24:24.84] spk_2:
It is, and it’s the, it’s, it taps into to the power of humor. I mean, I think one of the least mentioned and most underrated characteristics of leadership and impact for that matter is humor. Um, if you can make fun of yourself at the beginning of any talk that you give or fundraising conversation or uh, podcast that you joined, um, humor is uh, is one of the most disarming endearing things that you can do as a fundraiser and as a nonprofit leader. So vulnerability is a big part of that.

[00:25:16.94] spk_1:
I think I, I appreciate what you said about humor. Thank you. Um, I’ll leave it there. Said I believe. Well said, um, let’s talk about assembling if we could put these couple together assembling your dream team and running with achievers of character. You like the, the dream team to be uh productive. You talk about productive passion.

[00:26:16.04] spk_2:
Yes, absolutely. It’s from the very introduction. When I start to talk about talent. Uh and talent is one of the, He kind of red threads that kind of runs throughout all 40 laws of nonprofit impacts. Um, if I could wave a magic wand and wish anything on the nonprofit world today be different than the way it is. It’s that every nonprofit leader would become talent obsessed and I don’t use that word lightly. Uh you know, I one of the wonderful things about nonprofit leaders is what big hearts they have, not just for the causes that they serve, but but also for the people that are around them. Uh the flip side of that big hearted coin though is that we can unfortunately tolerate around us. Uh those whose talent profile may not be the best that would actually contribute to the advancement of our mission.

[00:26:22.10] spk_1:
Good enough. You know, you caution against making hires that are good enough,

[00:28:17.04] spk_2:
good enough hires. You got it. Yeah, I know it. When I, when I use the term talent obsessed, it is going uh more than 10 deep through a talent pool. When you put something out on indeed you see uh somebody on paper who looks like they’re good, they get in an interview, They answer some questions well and suddenly there in the nonprofit, well what you just did in in letting that person in the door without, you know, going deeper into the talent pool and doing your due diligence and giving that person a trial run of actually doing the work before they get the offer letter. Um, all of these things will greatly enhance not just your non profit in the near term, but they’re gonna impact the trajectory of your nonprofit organization way over the long term. So all the way back to your question about assembling your dream team is you’re always keeping an eye out for those people in your midst. Whether it’s just a volunteer who comes in to help with something, you see them approach their work of, you know, putting folding up the papers, putting them in the envelope, stamping them, sending them out. You’re watching. And there’s something that caught your eye while they were doing that work. The spirit that they brought to the work. The fact the way they’re interacting with the rest of your staff and the other volunteers. Just the vibe that they have their confidence. Um, you’re, you’re keeping an eye out for those kinds of talent, rock stars. And when you see that you actually make an effort to start to draw them into your dream team. This could be the case with prospective board members with major donors. Anything that might touch your nonprofit, you’re always trying to keep an eye out for who is going to be that inner circle that joins you to take this work into the future. Um,

[00:28:27.14] spk_1:
derek you when you were talking about and, and that may apply for volunteers as well. Maybe maybe moving someone from volunteer to volunteer leadership.

[00:28:31.84] spk_2:
It absolutely does

[00:28:36.17] spk_1:
clears the, what do you say the productive, those were productive passion

[00:28:42.14] spk_2:
mentioned

[00:28:44.16] spk_1:
10, 10 deep in an, in an interview process. What did you mean by that?

[00:29:56.84] spk_2:
So I I think we, we nonprofit leaders can have a tendency busy as they are to give up a little bit too early or to, uh, to settle, you know, for someone who is, you know, looks good on paper and you know, let’s give them a try in the role and start paying them. And the thought is, we can always go back on that decision. Well, No, it’s, it’s not easy to uh, change someone’s life to give them a job and they get into the role and then suddenly there’s an inertia into the thing where it, it is difficult to go back on that decision. Why not take an extra month or two and go 30 deep or 50 deep into the indeed pool something I I did recently with a higher inspire nonprofit solution was that was actually create a google sheet that has multiple tabs that actually gave them real work to do that they would be doing if they came into the role in my organization. That’s before the interview. Even so I haven’t even talked to this person yet. I see the indeed resume and they’re getting a link from me to a customized google sheet for them to go through and do the actual work that they would be doing within sparrow then and only then when they’ve completed the sheet and I’ve seen that they have the grit and the intelligence and the mental equipment and uh, the, the ingenuity

[00:30:07.14] spk_1:
also the commitment,

[00:30:08.87] spk_2:
the commitment

[00:30:09.72] spk_1:
you’re asking for, you’re asking for a time commitment before you’ve even interviewed them.

[00:30:36.94] spk_2:
I can’t tell you Tony how many, I can’t tell you Tony how many people I thought were rock stars that I sent this google sheets and they never even got a third of the way through the thing. And that told me good thing. I didn’t waste my time, you know, interviewing speaking with them. You wouldn’t believe how many nonprofit leaders don’t do. This is so yeah, this this easy step of just having them do the work. And yeah, this is part of being talent obsessed. And I commend it to every nonprofit leader

[00:30:50.24] spk_1:
and you’re standing by that. Even in today’s labor constrained market where a lot of people have left. Uh, it’s harder to, it’s harder to find people. You’re, you stand by the talent obsession. Even in the current labor market,

[00:31:05.14] spk_2:
I stand by it even more so I stand by it even more. So yeah, it’s no higher is better than a bad hire and whether that’s, that takes two months or six months. Um, you get the right people into your organization. This goes for board seats by the way. Um, even more so, But yes, you take the time that you need to get the right person in the role, especially in this talent constrained environment.

[00:33:03.24] spk_1:
It’s time for tony steak too. How long has planned giving been on your to do list? I can help you get it off The 50% off planned giving accelerator. It’ll never be cheaper. It’s never, never going to be less than this. 50% off. It ends next week February 7th. You can join the february class. The class runs for six months. Your commitment is an hour a week for six months and we will launch your planned giving program together. You get 50% off. There are still some slots left. A generous donor has agreed to pay half the tuition for 10 nonprofits and there are still spots left. If you’d like to get yours, you can send me an email, tony at tony-martignetti dot com. If you want info on planned giving accelerator, that’s at planned giving accelerator dot com. Let me know you want to get planned giving off your to do list. It’s never going to be easier. I’m putting it right in your lap. I hope you’ll be with me. That is tony steak too. We’ve got boo koo but loads more time for the 40 laws of nonprofit impact with Derek Timmerman that that makes me think of your Law # 11, which is higher with ruthless selectivity.

[00:34:27.24] spk_2:
That’s it. Yeah. And that’s, that’s kind of the thesis of the last, you know, five ish minutes of what we’ve been discussing, um, hire your staff with ruthless selectivity. Absolutely. But that goes for, uh, for the board as well. Um, uh, it’s, it’s a regrettable feature of the nonprofit landscape these days that so many board members are brought in, um, on kind of what you’re doing us a favor type thing is please please please join our board and we desperately need, you know, people with your skills. Um, oh, you’re an accountant. Oh, we need a treasurer for our board. Please join. Um, it’s not gonna be that much of a commitment. Oh man. It drives me crazy. tony It’s got to go. The other direction is, Yeah, this is, this isn’t, this is an 18, this is a varsity team. Um, we’re not sure if you’re going to be right for the board. I like that you have an accounting background. That is something that we could use, but that means nothing to us. Uh, if if you’re not willing to put in eight hours a month of time and energy and effort and have a purple passion for, for this nonprofit’s mission. So we’ll see. Um, but, but we, we hope it works out. But, but let’s do the dance and see where this goes to see if you might be, might have what it takes to join our board. That makes all the difference.

[00:34:33.54] spk_1:
You highly value personal referrals to folks, folks that are already close to the organization recommending,

[00:35:14.24] spk_2:
Oh yeah. And I’m enthralled by these examples like Zappos who have come out and said we’re not going to do job descriptions anymore. How cool is that to say that we’re not going to go the traditional route of just putting out job descriptions. Uh, and job postings out on the internet for all to see. We know what we need and we have great people. So we’re gonna trust those people to, to spread the word about the roles that we need and, and get those people into into a situation where they can interview with us, where they can go through some scenarios to see how they do kind of in the work itself. And yeah, we’re just gonna do this by word of mouth. That’s a, it’s a cool model and it’s working for him

[00:35:40.94] spk_1:
interesting. I am not aware of that, but I could see the value. It’s um, alright, it’s groundbreaking. Good. Yeah. I like, I like people who, uh, think outside, you know, just think differently. I don’t like outside the box, but just think just think differently and, and, and try it. You know, if they don’t end up getting enough applicants to their jobs, then then they can find another way they can pivot and, and think of something else that’s, that’s not just a typical job description on, on a job board

[00:36:32.73] spk_2:
and yeah. And I know that there’s probably listeners right now thinking I’m a I’m a tiny nonprofit. It’s just me, right, It’s I’m the executive director and that’s it. So derek, I get it. But where do I even begin with this? And I would say to the, to that person, just as a way of encouragement, uh it’s gonna take a lot of effort to get those 1st 123 rock stars aligned with you. But take comfort that it gets easier, the more that you build this dream team, the easier it gets to just add that incremental next person. So put in the effort, put in the work as slow as it feels to find that one that 1st, 2nd, 3rd dream team member and you’re gonna watch it get easier as time goes on.

[00:36:51.33] spk_1:
You also have advice about firing fast, letting people go when it’s not working out, Don’t, don’t invest more, cut your losses. Move on.

[00:37:32.33] spk_2:
Yeah. This is something I learned from my Mackenzie days, honestly from my working with Fortune 500 companies. When we would do these Mackenzie surveys of C. E. O. S and C suite leaders about the biggest regret that they have in their professional life. It was moving too slowly on poor performers, uh letting that extra six months or a year or two years or more go by. Uh just hoping that things would change and feeling like, you know, putting too much stock in what professional development could achieve. I do believe strongly that that people can improve and change. But there there is a base level of capacity uh to continuously improve. And if if you don’t notice that that is their uh the best thing that you can do for your organization and your mission is to act quickly on poor hiring decisions.

[00:38:12.22] spk_1:
I think a lot of C. E. O. S. Consider that an admission and an embarrassing admission of of a mistake. If I if I fire the person too quickly then it’s obvious that I shouldn’t have hired them in the first place. And now I’m admitting that I’ve made a mistake but that goes back to vulnerability, you know checking your ego at the door uh and just being confident enough to admit that you did make a mistake.

[00:39:24.92] spk_2:
It’s the gambler’s it’s it’s it’s the age old gambler thing. I was in Vegas once. I know that surprises you Tony, I know that you don’t think of me maybe as a Vegas guy, but I’m sitting at the roulette table. There you go. Yeah I’m sitting at the roulette table and uh this guy next to me has a confident look on his face and he put some money down on on red and he loses. Uh and he puts double that amount on red and I can I can see where this story’s going, I’ve seen this movie before, I feel bad for him but he puts double on red and he loses again and with each time that he puts money on red, he doubles it and he keeps getting this worse and worse, more concerned look on his face To the point where he’s lost six times and I can tell by the look on the guy’s face, he’s about to put his kids a big chunk of his kid’s college fund on red. It’s just, yeah, it’s awful. But this is what we do when it comes to bad hires all the time and I would just say walk away from the table and, and, and, and go do something else.

[00:39:31.72] spk_1:
Do you have advice to? And uh Law # 14 About using freelancers when, when, while you’re sleeping?

[00:42:02.00] spk_2:
Yeah man, it’s, it’s so exciting to be in uh, an entrepreneurial role like spare nonprofit solutions for nonprofit leaders that are small or mid sized to be in these roles. I mean Even more so than 10 or 15 years ago, we have platforms available to us today to access uh incredibly talented, fluent English speakers in the Philippines in India, you know, any country, even in the us who are willing to do incredible work for organizations while we sleep. These are called freelancers and the the two platforms, I’ll give three actually the three platforms I use most when it comes to freelancers are fiber Up work and 99 designs And imagine in 99 designs case you need a logo, you need a a new label design for something, you need a poster or a one pager. You can go in 99 designs and start a contest and have freelancers from all over the world designers who are incredibly talented competing to win your contest. So it could be $99 it could be 1 99. But rather than go out and going out and hiring a design firm, you can have this contest where freelancers are actually competing to win, you’re giving them feedback. So they’re actually doing revisions right there. So all of these folks are working for you and then by the end of it you’ve got an incredible product that you can, that you can then take into your nonprofit work. I’ve used this in list building all the time right now as well as you and I are speaking tony I’ve got three freelancers around the world building, uh, lists with email addresses, phone numbers, prospects. Um, and, and I know that here in a day or two, I’ll be able to look at those and use those for my, my marketing efforts. That’s what I mean by b have always have something happening while you’re sleeping. Um, These freelancers could be doing great things for you for $5 an hour, maybe less. Um, and you can even pay them for the actual project itself. I do 25 cents a row for my excel spreadsheet for my google sheets that I have them fill out for, for leads. So I don’t know. I’m not sure if your listeners could, could use 25 cents a road to have a fundraising sheet to growing while you’re doing other things. But, but I found it’s, it’s incredibly helpful to my work.

[00:42:14.70] spk_1:
And what are the three sites that you use again? Five? Er, I know I’ve used that one. So Fiverr is one

[00:42:20.74] spk_2:
Driver with two Rs. So if you are are up work is the 2nd and 99 designs is the third for anything visual or involving design, 99 designs is incredible.

[00:42:50.90] spk_1:
Let’s talk about some, uh, some of your laws that are intrinsic to, to the, to the person, like unleashing your unique strengths and and avoiding that. Focus on

[00:45:07.49] spk_2:
weaknesses. Sure, yeah, this is this is so near and dear to my heart that I wasn’t Mackenzie for six years and the second three years was doing a people strategy on Mackenzie itself. So it was actually, we did it. We launched an engagement not to serve an external client, but to say we’re going to sharpen the saw within this consulting firm. So we’re gonna do a strategy on how to be the preeminent place for the world’s most incredible talent and one of the main work streams that we ended up coming up with. Um and this is all research based, is making Mackenzie a strengths based organization and I took that to heart so much that I’ve taken it everywhere. I’ve gone to work with nonprofits as well. Because the thesis is this is that all of us came up in elementary school, middle school, high school and college with this grading system and the best you can get on most assignments is what 100, right? Yeah, that’s that’s the best score you can get. And uh That was the top thing that, that we could achieve. And anything less than that was points were deducted. You lose two points here, five points. They’re 10 points there if it’s late, that’s -10 or 20 or something. But, but that’s how we learned. What success is is not making mistakes. So here we are dumped into adult life and we’ve got this paradigm of, that’s that’s what success is. So we feel like job to job, task to task our goal is to what eradicate as many mistakes from our work as we can, is get rid of the weaknesses. Well, come to find out that the research shows that you can really only take a weakness From a, you know, a negative 10 to maybe a negative four. It’s never gonna stop being a weakness when it comes to being intrinsically, you know, who you are, the essence of who you are. Um, I will never be a really great gregarious, um, the person who can work a room, you know, that you

[00:45:08.04] spk_1:
say you say in the book a few times, that you’re an

[00:46:11.48] spk_2:
introvert, introvert? Absolutely, 100%. But um so I’m only gonna do so much to mitigate that weakness. If I if I spent all my time trying to to play the extroverts game, I would never be able to leave the impact on the world that I otherwise would if I had focused on my strengths. Because the research, same research also shows that you can take a plus 10 with the same effort or much easier than you took the negative 10 to a negative four. You can take a plus 10 to a plus 40 in terms of your strengths. So what am I going to focus on as far as leaving my impact on the world? I’m a pretty good writer. So rather than focus on going into all of these networking events and working a room, I still need to show up, I still need to do that. Um and but if I have a certain amount of poker chips to put on a certain place, I’m gonna put those poker chips on my strengths and make sure that weaknesses aren’t holding me back, but focus most of my time on my strengths and bring people around me that have strengths in areas that I have weaknesses.

[00:46:21.48] spk_1:
The man claims he’s not a gambler, but now that’s the second uh that’s the second gambling metaphor. We’ve been through the roulette table, we’ve been to the poker table, I don’t know, maybe you’ll be upped the stakes, will go to baccarat, We’ll see, we’ll see where we

[00:46:33.27] spk_2:
go. Something tells me you’d be pretty dangerous in Vegas. tony may be dangerous

[00:47:08.38] spk_1:
to myself, Dangerous to my future and my retirement. Yeah, that that’s the danger. The house, the house has nothing to worry about. Yeah, that’s another one that’s individual. Um Mhm. Mhm. Eat last, eat last and get dirty. And this is a little controversial. This is talking about thinking differently. Uh This is not a not a mainstream uh Strategy Law Law number 19, but let’s talk about it, Eat last and get dirty.

[00:50:19.26] spk_2:
Yeah, something I do in the book is kind of chunk up each of these laws into sort of themed groups. And this one is in the laws of leadership. And it was I benefited although I didn’t appreciate it at the time. I benefitted while at West Point um being the recipient of an unending parade of speakers that would come before us. Uh It was Robinson Auditorium and we would go down as a class or as a whole school, only 4000 cadets in the whole of West Point. Um and we would gather in these auditoriums and once or twice a week, incredible leadership speakers from around the world would come and share their wisdom and a commonality that we’d find over and over again is this leadership attributes of selflessness of being the last to eat the last to leave the last to benefit when your soldiers. Uh in the context of West Point training, they come first soldiers first leaders last. And that finds a way of seeping into your soul after enough of those talks. Uh, and you get out and in the two combat tours, I was in Iraq. Uh that was something that you know, that I took to every unit that I lead is this idea that you know, they eat first, they get to use the phone first to call home, they get to use the computer first to send the email. And this leadership attribute is something that really endears those who serve alongside you. Uh they really come to to follow you into anything if they know that that’s the leadership um approach that you take. So in the nonprofit world, what what does that look like? Uh it really looks like, you know, being the leader who puts staff volunteers board the mission first. And it’s radical to see when you see it. It’s incredibly rare, as you say. Um, in the book, I think I used the example of from one of my favorite books by Stephen Press field of King Leonidas in Gates of Fire. Uh if if I could only recommend one leadership book and I give away cases of the thing. Um it’s it’s this book, Gates of Fire and there’s a critical moment when everyone is squabbling around what to do about this wall, there’s a debate where do we put it? How high do we make it? What materials do we use? And the old king just begins to pick up one block at a time and set it on top of the other and everyone looks on and says what what what is he doing? Well, he’s just beginning to to build the wall. He doesn’t say a word. He just leads by example and starts to do it and suddenly everyone had a shame says what what are we waiting for? Let’s go. And everyone starts to build it alongside him and there he is. Even to the end, long after others have have tired out. He’s still they’re still building. So that that to me is the image of leadership that I try to carry with me. Don’t I wouldn’t say I’m always successful but that’s the ideal.

[00:51:14.86] spk_1:
You do say people will follow a strong and sacrificial figure who leads by example will find a point on it. Um but then you know it goes far. You know, you talk about work martyrdom and that’s why I said this one is certainly I think is is controversial, controversial polemic. Um you martyrdom. Mm hmm. Not not taking vacation. You know you you open that law. I think with a description of what most people would say is someone overcommitted. Uh maybe even obsequious to their to their supervisor. Uh show it feels they have to be the first one in the office and the last one every day etcetera and then you you you encapsulated as as work martyrdom. But then you you praise that.

[00:53:43.85] spk_2:
Yeah, so this is hopefully where I don’t lose, lose you and certainly not our listeners. Absolute. Yeah, no, this is one of the more controversial parts of 40 laws. Um I’ve noticed a trend recently uh just in uh as you know, a lot of the well intentioned writings and books around mental health in the workplace um have tried, you know, for for a long, long time to get people to recognize that, you know, it’s necessary to be a whole person and a lot of that is is very useful and well meaning. But as in all things I believe the pendulum can swing too far in one or the other direction. And it’s my humble opinion that the pendulum may have swung a little bit too far in the direction of uh trying to build a padded room around the workplace of there is a little bit of a manby pamby uh vibe to a lot of what’s coming out these days when it comes to work is don’t don’t work too too hard now and you need to make sure that you have the proper balance in place. And you know, again, all well intentioned, but what it’s done is is ignore the story after story that I put in the book. Every chapter begins with a key leader, the real story of a nonprofit leader who um if they had taken that advice would not have achieved near what they did in their lives, uh with the impact that they did, um to include some of the foremost figures like dr martin Luther King, Jr who was flying around all over the place during the height of his ministry to achieve what he did. Uh did he back off? Did he take it easy? Did he embrace a work life balance? Um I would say maybe not according to, you know what we’re hearing from a lot of folks these days. So work martyrdom is the term that I give to, you know, the the extreme pendulum swing that says, you know, don’t don’t don’t work too hard, take it easy. Well, I would say that in order to achieve the, the impact on the world that many of these non profit missions would hope to achieve. Yeah, it’s gonna take, it’s gonna take a radical level of work ethic in order to achieve that. A work ethic that would look crazy uh, to maybe some of the folks who are writing these books. So again, I hope I didn’t lose you or too many folks with with that little screen, but that’s where I land

[00:55:06.94] spk_1:
invited it. Uh, I well, we’ll leave it there. Let let folks decide what what what what what the balance is, what’s appropriate. Let’s wrap up with one another one. I’m so such a generous spirit today. I don’t know why it’s uh it’s upsetting me that, uh, not at all, but let’s wrap up with one that you’d like to talk about that we haven’t talked about yet. Um, yeah, you could, you could you pick a law that we, we if if if you need a little guidance, like we didn’t talk about anything related to laws of engagement or laws of operating. Um, we didn’t talk about laws of diversity. And the only reason I left that out intentionally is because I anticipate a lot of conversations coming up Around diversity from the nonprofit technology conference where I’m gonna be interviewing 25 or 30 of their speakers that’s coming up in March. And I know we’re gonna have a lot of guests talking about diversity. So that’s why that’s why I didn’t leave. That’s why I deliberately left out your, You’re four laws on diversity, but you want to please.

[00:56:53.33] spk_2:
Well, there’s, there’s one, there’s one within the laws of diversity that that is not going to touch on the nose to what you’re going to be talking about, you know, in later podcasts and in the conference. So if if I may be so bold that the one that I think is Is a way to end on a high note as well is celebrate. And elevate law 18 celebrate and elevate. And it it’s, uh, it touches on diversity, but it’s, it’s broader than that. Um, you know, we’ve talked about lots of things that, you know, uh, nonprofits can improve on. But I’d like to end on a high note just by saying that your nonprofit, whoever you are, whatever you’re doing, uh there’s things that are happening every single day that are worth celebrating. So I would I would say that, you know, the best gift you can give your non profit is a great board of directors. The next best gift a close second is a culture of celebration within the walls of your nonprofit. There are many things that are happening all the time that are worth celebrating. If your emails are loaded with celebration, if you’re if you catch your staff or volunteers doing things well and make a huge deal of it and are lavish in your praise of them. Uh and celebrating them. If you’re starting out each of your staff meetings with a celebratory moment of something that’s that’s going great in your organization. Um that’s what I would say is if you can give your nonprofit a culture of celebration where you’re constantly catching things going well, giving voice to them, being vocal about them and recognize them recognizing those things in silly, exciting ways. Uh maybe even to the point of literally having a bell in your nonprofit workspace where you’re ringing the bell all day long. Uh that is the kind of nonprofit, I love, I’d love to be involved in, and I’m sure you would as well. So that’s what I would say is is find ways to, to develop a culture of celebration within your nonprofit

[00:57:25.53] spk_1:
Derek Timmerman, D E R I K. Founder of Sparrow Nonprofit solutions. The book is the 40 laws of nonprofit impact. Derek, thank you so much. What a

[00:57:27.15] spk_2:
pleasure. It’s been a pleasure. Thank you tony

[00:58:08.33] spk_1:
next week, influencing young America to act with Derrick Feldmann. You see how the show is planned out to all the, how all the derricks come together. This this does not just happen, this is this is takes production skill. I can’t even begin to explain that the time that goes into uh coordinating the derricks to be together. 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

[00:58:35.13] spk_0:
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 be with me next week for nonprofit radio big nonprofit ideas for the The other 95% go out and be great

Nonprofit Radio for January 24, 2022: Tribute To Michael Davidson

Michael Davidson & Brian Saber: Tribute To Michael Davidson

Michael Davidson died last week. The show is a replay of his last guest appearance, from October 18, 2021. Michael was on with his co-author, Brian Saber, and we talked about their book, “Engaged Boards Will Fundraise.”

If you’d like to make a contribution in his memory, Michael has asked that all memorial gifts go to SAJ, his beloved synagogue in NYC.

If you’d like to share your thoughts about Michael, you can email them to tributestomike@briansaber.com. Brian will send them to Michael’s family.

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

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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[00:02:44.84] 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. Yeah, this is a tribute show. Michael Davidson died last week. He’ll be remembered as a smart, funny, humble giving gentleman. His decades working with boards and his time as chair of governance matters gave him clarity around building healthy, efficient fundraising nonprofit boards. Michael shared his wisdom so generously including with non profit radio listeners. My tribute to Michael is a replay of his last time as a guest he was on with his co author and colleague brian Saber. If you’d like to make a contribution in his memory, Michael has asked that memorial gifts go to S A. J. His beloved synagogue in new york city. They’re at the S AJ dot org. If you’d like to share your thoughts about Michael, you can email them to tributes to mike at brian saber dot com, brian will send them to Michael’s family From October 18, 2021 here is engaged boards will fundraise. Okay, it’s my pleasure to welcome back Michael Davidson and brian Saber, Michael is a consultant specializing in nonprofit board, development management, support, leadership, transition and executive coaching for nonprofit managers. He has over 30 years experience in nonprofit board and managerial leadership. Michael’s at board coach dot com brian Saber is a co founder of asking matters and one of the field’s preeminent experts on the art and science of asking for charitable gifts face to face. He’s been working with boards for more than 35 years to help unlock their fundraising potential. Brian’s company is at asking matters dot com and he’s at brian Saber together, Michael and bryan co authored the book, engaged boards will fundraise how good governance inspires them. Their book brings both of them and back to nonprofit radio Michael and BRian welcome back to the show. What a

[00:02:48.14] spk_1:
pleasure. Great to be back. Great to be back.

[00:02:50.00] spk_2:
Very happy to be here.

[00:02:51.16] spk_0:
Glad to have you. Yes, congratulations on the book.

[00:02:54.35] spk_1:
Thank you

[00:03:00.04] spk_0:
Michael, Your book title is emphatic, there’s no hedging, no

[00:03:01.25] spk_1:
qualifications. How can

[00:03:04.52] spk_0:
you be so sure, engaged boards will fundraise?

[00:04:17.44] spk_1:
Well, it’s a, it’s a great, great question, tony and it really is the answer to that is in the title If if you’ve got a board that really does care about what the mission and the vision is of the organization, that’s why they’re there. If they have that personal motivation to be involved in your organization and to care about the impact that you’re having in the, in the world and are engaged in the ownership of that impact in managing it, they care enough to do this. Where are our whole premises? We can teach board members how to fundraise, brian has been doing that forever. Our job is to figure out how do we make board members want to fundraise and making them want to fundraise is engaging them, engaging them with their fellow board members, connecting them with their fellow board members and deeply connecting them with the vision and the passion that brought them to your board in the first place. That’s the simple, really, the simple answer for this. If they’re engaged, they’re gonna want to, they’re gonna want to make this organization happen, which includes raising the money for it.

[00:04:32.74] spk_0:
And much of the book is getting that engagement doing it properly. We go from details like the board meeting, which we’re going to talk about two to broader engagement you want? Yes. In fact, you say fundraising must be fully integrated with the active engagement of the board in its fiduciary and leadership

[00:04:55.14] spk_1:
roles. Ryan

[00:04:55.92] spk_0:
Ryan flush that out for us a little bit, uh, we, you know, we got plenty of time together. We don’t have to, you don’t have to pack it all into one answer, but why are we starting to get into their fiduciary and leadership roles and, and they’re that relationship with fundraising?

[00:05:51.34] spk_2:
Well, let’s look at the budget for example, and often a budget is presented to the board. The staff puts together a budget and if it seems like it adds up, the board approves it often, it’s maybe just slightly incremental from the last one, not a lot of explanation, sometimes a lot of detail without higher level explanation. And so the board is basically just, I hate to say rubber stamping it and that, that’s just, that’s very passive if the board is involved in developing the budget and is really given a sense of what can be accomplished with a larger budget

[00:06:01.54] spk_1:
and gets to choose

[00:07:03.64] spk_2:
and say yes, we’d like to do more. And we understand our role in that, that we can’t just tell the staff to raise more. Here’s where the money comes from. Here is our roll. This is how we develop larger donors. It does take the board unless wear a university with a big major gift staff were it for most organizations, the board is the major gift staff. We get that. We want our organization to do more. We’re going to agree to this budget knowing all of that, then they’re in it together. Everyone around the table is a knowing a willing participant that’s very different and we don’t see a lot of that happening. And yes, it’s hard on, especially smaller organizations to get all of this done, but it’s critical. It’s critical not to shortchange the process. If we short change the process, we can’t expect the board to enthusiastically go out and fundraise.

[00:07:31.24] spk_0:
This reminds me of the old conventional wisdom, you know, ask for if you want money, asked for an opinion your if you want to, if you want an opinion to ask for money, you’re you’re you’re saying you’re getting the board’s opinion, you’re you’re calling an engagement. But it’s it’s it’s bringing in the board’s opinions about what the organization should be doing, what should be paring back where it should be heading, is that is that, is that essentially what you’re doing is getting bored getting bored opinions

[00:09:27.04] spk_1:
and ownership because it’s not just their opinion on the budget. They put their opinion into this budget, they work with staff on developing it, but at the end of the day they raise their hand and they say, I approve this budget with these particular fundraising goals included in it. I agree to this, they make that decision. You know, one of the things that’s interesting in connection with this, this puts a lot more work on staff. They got to spend more time on the budget. And very often staff said, oh my God, leave the board, we’ll do the budget. Don’t bother them. It’s going to take too much time to explain all of this to them. They may disagree with us on our priorities. They may think other things are important. I don’t want to get involved in that. Let’s just give him a budget a quick five minute vote and done, right? So it requires staff executive director to say, you know, if you want a board that’s going to fundraise, you’ve got to spend the time listening to them explaining to them, engaging with them and they may come out somewhat differently than you do, you gotta live with that. You gotta live with that. It’s not your organization, it’s your joint organization. That’s, you know, that’s a lot of work. So, you know what we’re saying may sound simple, you know, as for advice, you get money, but the reality is, there’s a commitment involved, Both on the part of board members and on the part of staff to make this, you know, staff comes to us all the time. But Brian, and I hear this 10 times a day, my board won’t fundraise, oh, well, what are you doing to get them to do that?

[00:09:29.74] spk_2:
Right. Another piece of it, which we’ll get to is having them do the right fundraising. So that’s the other half of the equation, which didn’t cover because it is a double edged sword there. Okay,

[00:10:00.14] spk_0:
Michael, can we at at points then push back when, when it comes time for, for board commitments around fundraising and say, you know, you all agreed to the, to this budget, you took ownership of the budget, You held your hands up and voted well, now it’s time to fund what you all agreed to. Can you, can you sort of give it back to them that

[00:10:11.74] spk_1:
way? Absolute. And it requires one on 1 work with each board member. And for me, that’s the role of the resource development committee. So let’s talk about it. We’ll get to brian’s magic number of floor, you know, what are you going to do? And

[00:10:25.14] spk_0:
uh, yeah, well, before we get to the fundraising part, I wanna, I wanna spend time on the engagement

[00:10:28.84] spk_1:
part. Let’s

[00:10:44.14] spk_0:
not go anarchy economy. I wanna, I wanna, I wanna, I wanna get this, you talk about a, a culture that creates full engagement, uh who, who’s best for, I don’t know who to call on, you know, I’m a Socratic method from law school, I don’t know, but I don’t want to go like ping pong either, brian Michael, brian Michael, that’s that’s too monotonous. So, you know, who’s who’s best for talking about creating this culture of engagement at on

[00:10:59.10] spk_2:
the board. We’ll let Michael

[00:12:51.14] spk_1:
okay for me, you know, this came out of, I did a workshop with a number of consultants on helping them learn how to do what I do, and one of the consultants whose brilliant, actually, we’ve got a quote from her and what Catherine devoid. Catherine said, you know what you’re talking about, Michael is aboard culture and Peter Drucker, the management guru says, you know, culture eats strategy for breakfast. What we want to do when I talk about a culture is a culture, is a team for me aboard, culture is a team, We see ourselves as a team, we understand, we know each other, we’ve spent time with each other and we jointly want to do something, we jointly believe in this in this mission, okay, And we encourage and support one another. So the culture at base has a system where board members know each other and work together on various kinds of things. Then you have the motivation and then board members can encourage and hold one another accountable for what they’re doing. So the culture starts with, making sure that board members know one another personally, personally know who they are, who they are and from that you can begin to build a sense of a team. We’re in this together, we’re not separate. It’s a very, it’s a very different notion of what the board is. You know, you and I tony were lawyers. Right? So we start, okay, this is the fiduciary responsibility. This is the board, this is what they’re supposed to do brian and I are asking the question yes, we know what they’re supposed to do. How do we make them want to do it? And part of it is the mission, but part of it is their sense of responsibility to each other. Think about a sports team, right? What makes a good sports team? Not a collection of stars, right? It’s a collection of individuals who don’t want to let one another down. I want to do my best because I’m with you, we’re doing this together. And if you get the matter,

[00:13:16.84] spk_0:
you used to use the metaphor Michael of the rowing because you’re a rower and you had the coach boat and rowers have to be working in unison,

[00:14:17.94] spk_1:
right? In in unison. And there’s a great quote which I used in the book from the boys in the boat, in which the coach tells this row, right? You know, you’re a good rower. But let me tell you what you need to do to be a great rower to be a great rower. You need to trust every other guy in the boat when you trust everybody else, you will be great. That’s an interesting notion, right? Because I know if I know Tony, I know you’re pulling as hard as you can, I’m gonna pull as hard as I can. If I’m not so sure about you, why do I kill myself? Right? But I know you tony you’re gonna pull with everything you’ve got. And so I’m gonna pull with everything I got. It’s a very simple kind of notion, but to us, it’s very, very important. It’s creating the board as a group, not as a collection of separate individuals as a team and they hold one another accountable and they don’t want to let one another down. It’s the experience we’ve all had.

[00:14:20.94] spk_0:
Right? How do we start building this trust among board members?

[00:16:33.84] spk_2:
Well, first we look at the time we, they spend together and how we’re using it. So I always say to people, it’s amazing the percentage of a board member’s time that is spent in board meetings and the percentage of the board meeting time that is not spent. Well, so if you’re going to have A two hour meeting every other month, Uh that’s 12 hours and and maybe there in the committee meeting once every two months or once every month or something. But almost all the time is spent together in these meetings. And the meetings have so much, uh, um, reporting, There’s so much happening there. That doesn’t have to happen, uh, there. And, and, and so the meetings don’t allow for this team building where the, where the board members are grappling with the big issues and wrestling with the future of the organization, uh, how the organization is presented, where it fits in a big, big, important issues. And they should be wrestling with those because they’re the board and they have the responsibility for moving this organization ahead, keeping it safe, making sure it’s doing the right thing. And uh, so many board meetings have very little discussion of program presentation of program reporting back from board members of what they’ve seen in the program. And lots of board members rarely even see the program in action. So the board meetings are very report central centric, no one wants to give up their their chairman’s report, their executive director’s report, this report, that report. And we try to move people towards these consent agendas where all the reports go out in advance and are simply approved and you have to read them. You have to read them in advance because you can’t just come to the meeting and expect to have a conversation about them even and even the action steps should be discussed.

[00:17:02.64] spk_0:
You even suggest in the book that questions about what’s in the consent agenda have to be submitted in advance of the meeting? You can’t come to the meeting with your questions about the previous, the previous minutes or or everything or the reports that are in the consent agenda, you got to submit your questions in advance. So we know you’ve read them, How many of us have been in board meetings where people, you can see, you see people for the first time, they get there 10 minutes early and they’re pouring over their board notebook and you’re just sure that that’s the first time they cracked it open 10 minutes before the meeting and what’s really they’re wasting their time at that point.

[00:17:47.24] spk_2:
And then you get one or two board members who hijacked the meeting with questions and they shouldn’t be allowed to. No one gets to hijack a meeting. And if you have this, this structure in place which is much more about discussion and moving the organization forward, building the team and such, then there isn’t that time for these small questions. I mean, I I get driven crazy when budgets are presented and someone goes to one small line item and ask the question, it’s it’s it’s it’s so bad in many ways, we’re trying to move people away from that.

[00:19:07.14] spk_1:
But tony there’s another side to this and that’s the role of the executive director in this Because what we’re urging is that there’ll be substantive questions, for example, on such and such a program. What is the impact of that program and how do we measure that impact? Right. That’s an important engaged board discussion. Executive directors many say, wait, wait, wait, wait. I don’t want them getting into program. That’s my job. If they start talking about programs, it means they’re trying to manage how I do my my implementation work. Right? And we say we want we want boards to be faced with the real issues, as we say in the book, the good, the bad and the ugly. Well, executive directors don’t like to do that. They just want to give the board good news, put out their report and go home and hope that they don’t bother them. So this partnership takes too right. You’ve got to have an executive director who is willing to engage with the board in these substantive discussions about the future of the organization, about the problems that the organization is having about its challenges, not just the good news. So it takes, it’s two sided. You can’t do

[00:19:08.11] spk_0:
this. What is the appropriate role for a board member, board members around program, Michael,

[00:21:23.84] spk_1:
for me, it’s about impact. It’s not about how you do your program, it’s about what your program is designed to accomplish. And how do you measure? What’s the vision? What are you trying to do? How do you measure that impact? I’ve got, you know, I’m on the selection committee for the Awards of Excellence and nonprofit management. And one of the things that we look at is program impact. So let me give you one of my favorite examples. And this is the board involved, an impact, Right? Um you know, I’m a roller. So this is, it’s a rolling story. Okay, So wonderful organization in new york city called Rome new york. No new york works with local high school kids, makes them into competitive rowers, which is really good for their college applications. Works with them on college prep stuff and stuff. They were off the wall about the results of their program, 98% of their kids were getting into college. Fantastic. Right. Fantastic. Well, but they had also been collecting data on their kids. And one of the things that they saw in their data is that their kids were not doing so great in college. And so the executive director and the board started to look at this data and said, you know, we’re we’re focusing on the wrong input. Our endpoint should not be college acceptance. Our endpoint. Our impact point should be college graduation. So now what do we have to do programmatically to reach that. And we have to put resources into different kinds of programs that the programs to keep track of the kids once they’re in school, bring them back. So and it’s over. But it was the board and the executive director looking at the data and looking at the question, what is our goal, what is the impact we’re trying to make? And by doing that, they jointly changed where they were directing resources, some of the staff that they were doing and stuff like that. So that’s an example for me of the board being involved in programs, but at the right level at the level of impact and the level of data, not how do you teach? And that’s what executive directors tend to be afraid of. Once you start talking about program, then they’re gonna start talking about how do I teach and how do I run my classroom and so on and so forth. And that’s the board job

[00:22:06.14] spk_0:
brian, let’s talk a little more about nuts and bolts of meetings. If the, if this is the primary time that the board is spending together, whether it’s committee meetings or bored or full board meetings. Um, in fact I’m imagining you two would advocate for social time for the board as well. But so we can, you know, we’ll get to the social part. Let’s let’s talk more about some nuts and bolts meetings. Were trying to build a team, we’re trying to build trust. We want to focus on the right things. What, what more advice you have around meeting structure.

[00:24:04.24] spk_2:
Well, first of all, the agenda needs to be developed jointly by the executive director and board leadership. Sometimes that’s just the chair, sometimes that’s the entire executive committee and it needs to be developed in advance and everyone needs to know their role and be prepared, not just wing it. Uh so that’s that’s the first piece. I often hear boards talking about one hour meetings. Now. This idea of making meetings very efficient and it reminds me of this issue with government and people want small government, it’s really better government that you want, right? You don’t want to waste the time. It’s not that you’ve got to make it smaller, but it needs to work, right? And I think an hour is not enough time. I think an hour and a half to two hours gives you uh, the flexibility to dig into a topic. Uh you have to have some sort of program presentation every time. There’s there’s no substitute for that. The more we connect board members program and give them an opportunity to ask questions about it to learn about it, the stronger their connection will be. So there needs to be programmed presentation, Michael and I prefer that board members are out there, uh seeing program and are bringing back their own recollections and sharing those with the board. Um, so those those are important. Uh the, you know, we should not have a long Executive Director’s report. We should be asking the executive director just as we ask all the committee chairs to submit their reports in advance. Uh the the chair’s report should be very short at the very beginning, very high level Michael, Would you add to that?

[00:24:06.32] spk_1:
Yes, I didn’t do that. Exactly one is I love to time my agenda’s

[00:24:13.14] spk_0:
Yeah,

[00:24:35.44] spk_1:
I lay out, you know, we we lay out what’s gonna be and then I put this is gonna be five minutes, 15 minutes, whatever it is and that does a couple of things. No one, it focuses the board, it makes us think about where we want big discussion and where we don’t want big discussion and it also gives the chair of the power to cut things off. So if someone’s going off on a on a rabbit or you know, at the meeting, no, no, no, no. We’ve only got five minutes for this. We have to end discussion now because otherwise we’re not going to get to the other. So timing the agenda is a big deal. You know, Michael, I’ve

[00:24:58.64] spk_0:
even seen where uh aboard and I’ve seen this in other meetings as well outside the board setting, where there’s a timekeeper appointed. So so the chair can keep the conversation flowing and relevant. And the timekeeper is the one who says, we only have three minutes left for this topic. You know, like mr mr and mrs board chair, there are only three minutes left on this topic. You know, it’s up to you to decide what you want to do, but I’m the timekeeper and I’m letting you know there’s only three minutes left. But just another,

[00:26:41.64] spk_1:
it’s an interesting notion I actually kinda like it goes back to as you know, I spent a good part of my legal career as a prosecutor and you know, and the notion of good cop, bad cop, right? So so the board chair is a good cop. No, no, I’m not controlling this, right? Someone else is telling us we have to stop, but I’d love to let you talk forever. Right? Yeah, good. You know, so it’s a good thing. The other thing too is there’s a framework for board discussions which rob Acton is used in in in his in his writings and he’s, you know, and he says there are three kinds of questions that boards need to be looking at generative strategic and fiduciary, okay, generative is where are we going, why are we doing this? What’s our purpose? Right? Strategic is how do we do it? And fiduciary other details and you know, and part of what happens is so much of board meetings tend to be taken up with fiduciary matters and not enough time on generative and strategic matters. So again, as the, as the leadership team is thinking about the agenda, they should be asking, you know, are there questions of that nature, generative and strategic that we need to be thinking about, you know, so it’s good paradigm.

[00:26:43.44] spk_0:
Yeah, brian’s got his hand

[00:27:34.14] spk_2:
out and I want to add to that, that when we talk about developing these board meetings, a lot of boards meet if not every month every other month and I’ve always felt the more often you meet and it’s not something we talked talked about in the book, but it’s something I Michael and I have talked about, the more often you meet, the, the more likely it is you’re going to get into more details because less has happened in the two months you get out of the meeting. Everyone has one committee meeting perhaps than your back. And, and I don’t think boards have to meet as a board every two months. I think if they meet quarterly as a board, there’s, it’s easier to see the big picture. It gives more time for committee work in between and and that alone could help lessen the focus on minutia.

[00:27:43.54] spk_1:
It’s an interesting question. Um, I, I go both ways depending upon the organization and, and the size of the board. But one of the things that’s interesting about another question about board meetings is how do we use board meetings to connect board members with one another?

[00:27:58.64] spk_0:
I was gonna get to this. I wanted to get to the social side of this too.

[00:28:01.73] spk_1:
Great. Okay. Okay.

[00:28:03.09] spk_0:
Yeah. So how do we,

[00:29:40.14] spk_1:
Well, it’s very, it’s really interesting because I think, and I’ve been thinking about this a lot as we emerge from Covid, hopefully emerge from Covid. Right? And, you know, very often would say, okay, you know, what we’ll do is we’ll have a cocktail party before the board meeting, have some wine and cheese, maybe after the board meeting. It’s interesting, but it’s a pretty it’s problematic because what’s likely to happen, what’s likely to happen is that board members will talk to people that they know the people that they usually talk to, right? And they’re going to talk with them about the things that they usually talk about, right? Your your your golf game, your your your your your other involvements, whatever things that they have in common, they talk about. And what I’ve been trying to think about it, we mentioned in the book is how do we create a how do we structure the interpersonal connection so that it’s deeper. Um I just did this yesterday. So whatever the most recent thing in my mind always helps, right? So I retreated. I facilitated a board retreat yesterday, which actually was in person. Um and but what we did was before the, before the meeting, and this can be done. We assigned pairs of board members. Everybody was in a pair of two and they had an assignment. What they had to do was to interview the other person, find out about them, what they like, what they do, what their passions are, what they care about, what they read, what kind of music they’re kids, they’re this, they’re not find out about who they are as a person, and then each one had to then introduce the other at the board meeting. Okay, so this is something that takes some time and you can’t do it all the time, but it’s a very interesting way. And I asked him, I said, what was this like? You said, this was great. These are really interesting people. I want to work with these people

[00:29:58.64] spk_0:
going back to your team, Team building.

[00:30:12.14] spk_1:
Team, go back, yep. So if, if we’re, if we’re going to try to create opportunity, social opportunities, we need to think about what’s the best way to do that to achieve our goals.

[00:30:14.44] spk_0:
I’m skeptical. I’m a little concerned about wine. Before the

[00:30:18.04] spk_2:
meeting, you were getting a little too uh,

[00:30:21.86] spk_0:
a little too loose lipped maybe. But but but I love the idea of the introducing, introducing someone you don’t know, you get to talk to somebody that’s outside your comfort zone, but ought not be because their fellow board member. Right. Right. Right.

[00:31:13.94] spk_2:
Yeah. I had a program at one organization where I was where we, we had board members go out after the meeting together and we assigned the groups so that we had a good mix and people would, would meet each other and and they were, the goal was for them to do that twice a year. It’s all about time. Right? But we thought that was important time to spend so that they’d at least go out to dinner with half the board and some of it depends on the size of your board, what you can accomplish, Right? But we didn’t want groups of more than six because we wanted people to be able to talk with each other. So, but we might send two groups of six out in different directions.

[00:32:13.34] spk_1:
Yeah. You know, and it’s interesting, I’ve seen people do very simple things at the beginning of a board meeting, a consultant I’ve worked with, she always starts out every board meeting with a question. So, tell me about the kind of music you like. Alright, two seconds. Tell me about the most interesting book you’ve read recently and why? It was interesting to you. Right? I mean, two seconds we can do that at a board meeting. It loosens everybody up. It enables people who are introverts to have to say something to get out there and talk. It puts a limit for the extroverts on how much they can talk. Right. But it’s a, you know, so you can do devices like this recognizing because it’s important, it’s important to recognize the importance of the board culture that unless we have that sense of connection between people, none of this stuff is gonna work.

[00:32:19.84] spk_2:
Okay. And now let’s bring it

[00:32:21.11] spk_0:
to the to the book title.

[00:32:22.62] spk_1:
Okay. Will

[00:32:24.45] spk_0:
will fundraise Shall shall engage board shall fundraise.

[00:32:28.32] spk_1:
How is No, no, no, no, no. We didn’t use the word shall. Now I I added shall because that’s pretty that’s pretty perspective prescriptive, prescriptive. I

[00:32:58.54] spk_0:
know, yes, contract, contract, your shall versus will um no. The book title is engaged. Boards will fundraise. So how does having better board meetings and board members knowing each other better through these simple social devices? Social methods improve our fundraising

[00:35:18.54] spk_2:
Right. Well, as Michael has talked about a fair amount, it creates a team and a sense of joint responsibility. You’d think that it exists just because they have all joined this same organization. But you can’t just accept that as fact, you have to work on it. So by building this team, this camaraderie by, by helping people understand each other. Uh, there is a shared sense of, of, of responsibility. Second, by really engaging the board in these discussions and having the board understand the organization at a more nuanced and important level. It is easier for them to talk about the organization to feel comfortable doing it to represent it properly and to do it passionately, which is key to fundraising right? Being an ambassador for the organization. So many board members uh, say I, I don’t know enough about the organization to go out and talk about it. I’m afraid I’m gonna say the wrong thing. I don’t know the organization like the executive director does. And one of the steps here is to get board members more comfortable as ambassadors talking about it. Uh, and it’s funny because I always say to board members, you don’t need to know all the details. You don’t have to know every little thing and all the numbers and such. You just have to be passionate and authentic to tell a good story and get people excited about the organization and its incense goes hand in hand with the board meetings. Right? And if we’re concentrating on Mnuchin the board meetings, then the board members think they need to know the minutia. If we stay out of the minutia in the board meetings, then the board members can feel okay, this bigger picture is what’s important. So, so we build a sense of responsibility and we build, uh, more of a comfort in talking about the organization. We also build an understanding of why the funds are needed and what they will do, right? It’s not just we need money. Uh, will you give me money? I love this charity, but this is the impact we’re going to, how they can talk about that. So, okay, so that gives them a basis for going on fundraising.

[00:36:05.03] spk_0:
And that’s sort of a perfect transition to getting now to the discussion of engaging the board in the right kind of funding in fundraising. So, you know, listeners, you just get, you gotta get the book to, to learn more about how to engage your board. Um, they talk about the different duties of care and loyalty and obedience that board members have than governance. There’s, there’s good talk about governance, uh, that, you know, belonging in in one place and management, belonging by the other managements, by staff, governance, by the board. You gotta, you know, you got to read the book to get more of that detail about engaging. So now let’s talk about engaging the boards, you know, specifically in fundraising. You to have, Well, I think six different six things, you know, like make the case identify the resistance. Is that the best way to talk through the engaging the boarding fundraising? Or is there a better

[00:39:01.82] spk_1:
way for me? There’s, there’s another way to start it. And that is what brian has been talking about right now is giving the board members the basic tools, right? Thank you. They know how to tell a story, but they’ve got a story to tell. But one of the things that we look at is the fact that there is discomfort, resistance about fundraising. It is not something we do in our normal lives, right? We we do our jobs, we’re professionals, we don’t go out trying to engage other people in the things that we’re engaged in, Right? So they need help doing that as part of the team. Thing is they want to feel I want them to feel responsible to one another. But in addition, there has to be some guidance from, even from fellow board members or from staff into how to do this. So board member says, okay, I, I know I know these, I know these people, I, you know, I’m comfortable with them, I’m willing to talk about it. I’m a little, I’m uncomfortable asking them for something. They were gonna tell me, no, it’s going to harm the relationship and stuff like that. So time needs to be spent. Either one on one with board members and within a member of the Resource Development Committee or as they remember to go through, Okay, let’s figure out how you do this one with respect to the resistance that you have about it. How do you overcome that resistance? You know, what do you do? So for example, one of the techniques I told board members is you never want the first conversation you have with somebody about your organization to be a conversation. We’re asking for money. That’s the kiss of death. So what you’ve got to get to do is, okay, here’s what you gotta do over the next two weeks. You’re gonna are you gonna talk to any friends? Yes, I’m gonna talk to some friends. Okay. Here’s what I want you to do in those conversations. Find something that they’re interested in that allows you to bring up your experience with this organization. You’re not asking for money. You’re not asking to do anything. You’re just bringing this organization into the conversation. That’s your job. Alright, okay. Now, after you do this, let’s come back and talk about it and tell us what your experience is. Now you can do this with the entire board, right? We’re at a board meeting. Okay, everybody next week or between now and the next board meeting has to have one of these conversations with a friend come back and report at the next board meeting. Let’s see what we learned? What was difficult? What worked did they ask you questions? What would be the next steps? So they’ve got to birth, feel responsible for one another. But it also at the same time gets support from one another for doing this incrementally, because this is new to all of us. It’s new to us. You

[00:39:17.32] spk_0:
have an exercise in the book. Seems ideal for a board meeting where you you asked for board members to list their objections to fundraising and then list their personal experience of either having asked or being asked in the past. And the two don’t do don’t align like, the reality canceled out the objections. Like, whose idea is that, is that yours, Michael,

[00:40:53.31] spk_1:
or that’s that’s me. Yeah, Okay. It’s a very simple exercise. You know, I I like to draw upon personal personal experience. I believe that board members got the answers to all these things I’m concerned about. They just haven’t talked about it. My job is to get him to talk about it. So yeah, they’re gonna tell me about I don’t want to fundraise, that’s going to be this is gonna be that they’re gonna hate me, blah, blah, blah, blah, blah. Fine. Okay, now, let’s talk about what actually happened in your life? Have you ever given money? Did anybody why? What was there about that circumstance that made you comfortable and want to do that? So we take their experience and bring it back. I just, I’m gonna intercept here and you can cut this out if you want. One of my later readings is I’ve gone back to the Socratic dialogues, Plato’s writings about Socrates because what Socrates believed was that everybody had the answers to all these important questions in their head and his job was just a problem and ask the questions to get it out. And I believe, I believe this about boards, our job is to use their experience, not tell them what they’re doing wrong, take what they’ve done and learn from it and help them learn from it.

[00:40:59.51] spk_0:
You’re right. That that’s worthless. I’m gonna cut that

[00:41:01.53] spk_1:
out.

[00:41:04.13] spk_0:
Um, yeah, brian,

[00:42:07.90] spk_2:
but yeah, so you know, adding to what Michael said, one of the, one of the kickers here is board members having to ask all their friends only to be asked to give gifts in return to the other organizations that you know, with pro quo. And I’ve been talking about this for a decade at nauseam because it is horrible short term, a transactional fundraising. And it’s gotten really bad in our field to our detriment. And everyone gets sort of, uh, the organizations get stuck on this. It’s like a Like cocaine, right? And, and, and, and can’t move away from it. Well, we need the $50,000. The board raises and it’s like, Okay, well your board is going to hate doing this type of fundraising. They’re not going to be inspired when they leave, all those gifts are going to leave with them and so forth. So you’ve got a short term gain, you’re getting some money in the door. But everything else is wrong. We don’t, I always have people

[00:42:10.40] spk_0:
good point about just the last one you said, I want to just amplify when the board members leave. Those gifts are going with that. When I just, I just wanted to amplify that.

[00:43:21.30] spk_2:
When I say that to board, the lightbulb goes off, I say who I’m not? If I’m on the board and I leave the board, I’m not going to keep asking just if I could give gifts to all my friends and what what happens when you have me as a board member, uh, do this is I end up giving money away two organizations I don’t care about just to be nice. And whereas it would be better if I gave all that money into my organization that I love and tell people you give it where you love where, where you where you’re excited because then I’ve made a bigger investment in my own organization, have a bigger stake. I’m more of an investor. And if if I think I first wrote about this 10 years ago that if I had one wish in the nonprofit world, it would be to stop the quid pro quo fundraising today because it’s a sisyphean task. It’s just not getting anyone anywhere. It’s keeping them from anything strategic and it and it is burning out the board members. And when board members come to the board, often they’re on their first board. They assume that this is the type of fundraising we’re going to ask them to do, which is why they have such resistance.

[00:43:32.80] spk_0:
What do you want to see in in its place?

[00:44:19.29] spk_2:
What I want to see is the board members to serve as ambassadors and what I call many major gift officers. So let’s look, people look at the big shots, they look at the hospitals and the universities and these massive organizations because they raise so much money and they’re very visible and they all have what we call major gift staffs. They have, Uh, staff whose sole responsibility is to take 150 200 prospects donors and cultivate and solicit them and steward them along. Right. And, and those staff for year after year have these people have this portfolio if we want to call it that. Yeah. And that’s great. But most organizations have a budget under $1 million. Most organizations are lucky if they have one development officer who’s doing everything. Special events, direct mail, grant writing,

[00:44:34.29] spk_1:
crowdfunding

[00:46:35.38] spk_2:
You name it and maybe has 5% of their time to actually go out and talk to significant individual donors. So what I want rather than this transactional fundraising is for every board member To be a mini major gift officer with four prospects slash donors on their radar screen, who they stick with And those may or may not be their own contacts. Many organizations have people who need more attention than they’re getting and they don’t get it because the executive director and our director of development don’t have the time. I’d sooner see the board members taking donors out to coffee, calling them and thanking them for gifts, attending cultivation events with them and asking them what they think than being worried about soliciting the gift. I’m much less concerned about board members asking for a gift. They don’t have to ask for a gift as a matter of fact, and I only was thinking of this this past week. Major gift officers don’t always ask for the gift. So I was a major gift officer from my alma mater. I was in charge of solicitations in the midwest big gifts. And you know, there were times I asked many and there were times when someone else asked the president, the senior vice president, um, volunteer this idea that just because you’re cultivating and stewarding someone means you’re the Askar. It actually doesn’t even add up with professionals. So I want the board concentrated on this other work, which most of them are willing to do. Oh, I’ll happily call for people and thank them for their gifts. So I’d be happy to take people out and thank them and get to know them better. Ask them if they’ll come with me or or send them a personalized update. And this is incredibly important work. If we’re going to build relationships. And the other point I put out the three of us know the numbers that most, Most of the money, most of the charitable gifts come from individuals, 85, everything you had

[00:46:42.59] spk_0:
When you had requests. It’s like 88 or so. But yesterday that request is 77 or something like

[00:48:00.07] spk_2:
that. The largest gifts come from people. We know if you look at your own giving right and where the and individuals are really loyal. I ask people all the time on boards. This is part of breaking down that resistance. What’s the longest number of consecutive years you’ve contributed to an organization Now for many, it’s our alma mater, right? So I graduated in 84. I’ve been giving to them for 37 years and I’ll give them till I die. And many people do. That could be your church there. We give for decades. So we don’t, it’s not about the short term win. It’s about what I call an annuity of gifts over what could be decades. If you bring someone in and they get excited most of our organizations or institutions that are going going to be doing our work forever. Some are meant to put themselves out of business and result some problems. But most nonprofits will be here for 100 200 years assuming the planet is and you know helping people with medical needs, helping seniors, helping kids get educated, whatever it is, building community. And we want people to have a state for a long time. So let’s have board members help build that state with these individuals

[00:48:24.87] spk_0:
and that that also relieves board members of the, the fear and anxiety of having to be the solicitor. You know, some board members will step up to that, some will with training, but it’s not necessary. You’re saying board members can be building the relationships in all these different ways. Maybe hosting something in your home with four or six couples or something, all these different ways. You know that you mentioned the thank you, notes the acting as the ambassador all these ways and then maybe you’re you’re cultivating them for someone else to do the solicitation, maybe maybe the board member is involved in it or maybe not, you know, it doesn’t have to be

[00:49:04.17] spk_2:
right. It goes back to the good cop bad cop, you know, the board members, the good cop and then brings the Executive Director and Director of Development and to ask for the gift that’s perfectly legit perfectly legitimate. I played that role many times as an Executive Director Director of Development where I asked um, yeah, where the board member cued it up right

[00:49:27.37] spk_0:
and you’re collaborating in the relationship, the board members reporting back, letting the ceo no. You know, this is this is how it went with her. But you know, the ceo is asking, you know, do you feel like it’s maybe it’s the right time for me to ask or for us to ask or is it still too early? Or look, she expressed interest in this particular program. And you know, the board was just talking about expanding that, putting putting more resources to that. This could be a very timely topic for me to bring up at a, at a meeting with her or the or the three of us. You know, you’re you’re you’re collaborating around the relationship, you’re strategizing about when the best time is to actually do the

[00:50:19.96] spk_1:
solicitation, right? And going back to board meetings for a second. One of the things you want to do with the board meeting is acknowledge the people that have done this. You know, wow, let me, let me tell you, the executive director said, let me tell you that. You know brian and I brian introduced me to so and so and we had a meeting and you know, we walked away with a check for $5000. Thank you brian. That’s what you gotta do, right, celebrate. It builds it celebrate the winds and it builds it into the culture. You don’t want to be the only one who never gets it. Thank you. Right? Let’s

[00:50:30.36] spk_0:
talk about the expectations, establishing expectations around giving and fundraising for

[00:50:32.75] spk_2:
board members. Yes.

[00:50:34.60] spk_0:
Who wants to kick that off? Let’s spend a little time with that. Yeah, brian,

[00:53:22.35] spk_2:
can I? Because I’m, I have, I’m rabbit about this one actually to, um, I cannot stand minimums and given gaps, give or gets excuse me. I believe that everyone should do their best on both. Besides everyone should give a personally significant gift as an investor in this organization and do their best at fundraising. And, uh, without going into great detail. What I see time and again as a minimum gift ends up being a ceiling, not the floor. You think everyone’s gonna, okay, everyone’s gonna give at least this. But most people then give that, it feels like do is you set the, the amount low so that most people can reach it. You still have some who can’t. And, and it’s been proven again and again, that that minimum gifts do not generate the largest gifts, minimum gift requirements don’t help. And people say, well, how do board members know what to do? And I said, well from the very beginning, and we talk about a job prospectus in the job description, You tell prospective board members, here’s the range of gifts we have. Board members giving anywhere from $500 to $5000 depending on their capacity. We ask people to do something very significant, given the who they are and what they can do generally, right, we want everyone to feel that they’ve made a gift. They thought about that’s important to them. Some people said ask for that. One of the top three gifts you give anywhere, which is a very concrete way to put it and, and, and works. So on the gift front, you give people guidelines. And here’s, here’s an interesting thing. You actually asked board members for a gift. I’m amazed. We’ve never in good best fundraising or best practice fundraising. We ask our major gift donors for an exact amount, you know, Tony. Would you consider a gift of $10,000 etcetera? And yet we let our board members just give whatever they want to give. Why would we do that? I really push asking every board member for a specific amount that, that, that is personally significant to them, makes them think about what’s significant And on the get side, I really believe it should be the best of your ability because if we say you’ve got to give or get 5000, a board member with a lot of capacity can just give the whole thing and not do any work or swap gifts with friends. And, and yet, and the board member with less capacity is left, um, doing the hard work and that doesn’t make for a team. Everyone needs to do the hard work together.

[00:54:44.54] spk_1:
There’s a couple of, I mean, I, I’ve learned this from brian and that’s my become my mantra with working with, working with boards about personally significant gifts. And there’s a couple of there’s another consideration now, especially with with our desire to diversify our boards, don’t, we may be reaching into populations that don’t have access to resource, but they’re important in terms of perspectives that they bring to our deliberations. And so having this as the standard personally significant gift for everybody. It’s equal, we’re all equal. We’re all giving the best we can. Another part of that. And I really like what brian says about, you know, asking our board members, it’s a negotiation, Right? It’s not a no, I need $1,000 from you and that’s what you gotta do because you’re a board member. It’s what I, you know, let let me let me tell you what I give. Okay. And now here’s what I think might be reasonable for you. Let’s talk about it. Okay. Is it really is is that a reasonable gift for you? It’s not demanding its opening a conversation as as the possibilities. So, you know, I mean, I’ve done some capital fundraising and very often we ended up in a negotiation. You know, I asked, I went in asking for a certain amount which I thought that person could give or we thought that that person could give when I put that number on the table and kept my mouth shut for a few minutes, you know, so they came back and they said, well, you know, that’s a little okay, let’s talk about it then,

[00:55:06.14] spk_0:
Support support training? It could be training, could be staff, support for the, for the, the board that the, that the, the, the employees, the staff are, are obligated to give either their own or through a consultant. What kind of, what kind of board, what kind of support do we need to give? Our board members around fundraising?

[00:58:29.12] spk_2:
There are 22 pieces here. The first gets back to something, Michael said a long time ago about staff and the need for staff support in terms of the board meetings and the board members being involved, board members will only help with the fundraising to the extent they have staff support. They’re always gonna need staff guidance materials, someone to bounce ideas off of and and such staff need to be managing this, reminding board members of their next action step with a certain donor, um, providing materials and so forth. So staff have to keep the tracker, as I call it this, even if it’s an Excel spreadsheet with a list of everyone and who does what and, and, and, and constantly move the process forward. But probably the most important thing is training because, as Michael noted, board members come with very little experience and a lot of trepidation and the more training they can get, the more comfortable, they will be the more comfortable and effective. I always ask when I do a training, how many of you have ever been asked for a gift the way we’re talking about it. How many times has someone said, Michael, would you consider sitting down with me so I can ask you for a special gift to our organization. The truth of the matter is with all the asking out there with all the fundraising in every form. Very few people end up in these conversations. It’s the big, big, big, big donors, Right? And, and so many board members have never been on the other side of the equation and really have no idea what one of these meetings about. They assume you just go in and you ask for money, you just say, you know, will you give this? They don’t, there’s no way for them to know because they haven’t experienced it themselves. So we need to teach them what it is. Uh, and, and that it’s all about the relationship, which definitely takes some of the pressure off. It’s always about the relationship and it is never about the gift to me. That is the number one rule in fundraising. And I will leave money on the table time and again, I just, I just coach someone an hour before this conversation who’s the head fundraiser for a program within the school because a donor um, offered up an amount before being asked for an amount and it’s a significant amount and a big step forward. And the question becomes, do I go back, do I negotiate? And some of this is happening by email and I said in knowing the stoner, I said, you take the win. It’s about the relationship, This is much, this is big for you. There’s always next year, the year after and so forth. So teaching board members, it’s about the relationship, not the gift, whatever happens this year, that’s okay. We’re building the relationship helps them feel more comfortable because they think they’ve got to go in and come out with whatever you all were hoping for. You know, it’s a, it’s a it’s um, and we’re guilty of building this mindset. We as a culture.

[01:00:50.81] spk_1:
The other side of it is that there are some very for me very simple things that boards can learn how to do to build a relationship. For example, one of one of the things I very often do with a board retreat, simple exercise or on fundraising. I tell people, look, you’re now going to somebody, you’re sitting in somebody else’s fundraising dinner and there’s somebody sitting next to you. Okay, So you want to have a conversation with the person sitting next to you, get to know them. So here’s your job. You’ve got to ask that person questions about what they’re interested in their lives and zones of fourth and you’re looking for someplace in them that connects with your organization. Then when you find that place, then you can introduce your organization, but that’s your job and we, you know, we pair up and people around, you know, around the room, sit down and try to have these conversations and realize that they can because these the way in which we want to build relationships is a technique and it’s something we need to practice and become comfortable with. You know, people are not used to really interestingly asking questions. We all tell people things about ourselves, but we don’t ask them questions about themselves. So, I mean that’s one of the pieces of support, right? Doing those kinds of things, telling stories quick. You all went to visit the program, tell me something that happened in that program that you saw that really was important to you. That inspired you. That made you think about the value of this organization. Tell me the story. Well, people don’t know how to tell stories. They have to learn how to tell stories. It’s it’s but it’s a very simple, you know, these are not complicated techniques, but it’s all part of becoming comfortable in what brian is talking about in this ambassador role relationship relationship relationship.

[01:01:14.41] spk_0:
I love the relationship, not the gift like that brian. All right, we’re gonna leave it. We’re gonna leave it there with the with the support idea. You gotta support your board members, Michael Davidson, consultant and coach. He’s at board coach dot com. Ryan Saber asking matters, asking matters dot com and he’s at brian Saber, Michael brian thanks very much. Terrific.

[01:01:18.66] spk_1:
Thank you. It was a pleasure tony great questions. Thank you. My pleasure.

[01:01:31.31] spk_0:
I’m just, I’m just trying to keep things going. Look book and the book the book, it’s Michael and bryan, who cares about Michael and bryan is the book you want? The book is, the

[01:01:33.13] spk_1:
book is

[01:01:35.71] spk_0:
the book is engaged, boards will fundraise how good governance inspires them. It comes out this week, this week of october

[01:01:44.63] spk_1:
18th yes,

[01:02:17.91] spk_0:
it’s not a long book, but it is long on value as you can tell from this outstanding conversation, lots of value in the book. 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 Be with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great

Nonprofit Radio for January 17, 2022: Legal Outlook For 2022

Gene Takagi: Legal Outlook For 2022

Gene Takagi

Gene Takagi returns for a mix of checklist items and emerging trends. It’s a good time to look big picture at your HR investments, corporate docs and financials. Also, what to look out for in crowdfunding, donor disclosure, data protection, and more. Gene is principal of the Nonprofit & Exempt Organizations Law Group (NEO) and our legal contributor.

 

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[00:02:10.34] 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. Oh, I’m glad you’re with me. I’d bear the pain of proto psychosis if you infected me with the idea that you missed this week’s show Legal Outlook for 2022, Gene Takagi returns for a mix of checklist items and emerging trends. It’s a good time to look at big picture items like your HR investments, corporate docs and financials also though what to look out for in crowdfunding donor disclosure, data protection and more, jean is principal of the nonprofit and exempt organizations law group Neo and our legal contributor On Tony’s take two 50% off planned giving accelerator. 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 always my pleasure to welcome back Gene Takagi to the show. You know who he is. It’s almost it’s almost superfluous for me for me to do the intro. But but jeanne deserves it. He’s well credentialed and I want to make sure that he gets his due introduction. Gene Takagi are legal contributor and managing attorney of Neo, the nonprofit and exempt organizations law group in saN Francisco. He edits that wildly popular nonprofit law blog dot com, which you should be following and he is a part time lecturer at Columbia University. The firm is at neo law group dot com and he’s at jeanne, Welcome back.

[00:02:11.94] spk_1:
Great to be back. tony how are you?

[00:02:13.98] spk_0:
It’s always a pleasure. Thank you. I’m well happy New Year.

[00:02:17.99] spk_1:
Happy New Year.

[00:03:05.74] spk_0:
Thank you. And let’s, so let’s let’s talk about the new year. Um and just before we do I want to remind folks that not too long ago we have genes one, our legal audit which you might want to look back at. That was a sort of a condensed version of some of what we’re gonna talk about today. Although we have lots of new subjects to talk about today too. But there was the one our legal audit and also with jean recently Risk management Part one and then a different show. Risk Management Part two. So those are resources that you can look back at just from a couple of months ago and we’ll go into and and those go into more detail on some of what we’re gonna talk about today jean. Uh where would you like to start for the new year, throw it open, throw it, I throw it open to you. What would you like to start with?

[00:03:58.64] spk_1:
So it does seem like kind of this chance that restarting, getting reenergized and thinking about our organizations and where we wanted to go. Um Yes, we have to keep in mind some of those um risks that we talked about in previous shows but we also have to think about kind of where we want to go. What of our, what our dreams are um what our vision is for the organization? Had we properly captured it? Um, what is our mission? Is that sort of properly captured? Is everything because our environment seems to be changing week by week. It seems to be new stuff that comes up that we have to consider. Are we still on track with where we want to go? So having these sort of broader discussions. I like sending those organizational priorities for the new year.

[00:04:06.64] spk_0:
Okay. Okay. Um, what would you, what what priority would you like to start with?

[00:06:07.94] spk_1:
Sure. So, um, being the lawyer, I say, okay, let’s talk about legal compliance just to make sure we’ve got some systems in place, mission and values, which we’ve frequently emphasized them when we’ve had discussions about not just existing to further your mission, but to do it in a way that advances your values and if equity and inclusion of part of those values, then, you know, that’s something you should be thinking about as well, definitely considering some of the trends that are out there. And I know we’ll get into that a little bit later in the show, but also including kind of the times that we’re we live in and acknowledging that yes, we’re under the impact of Covid, which seems to be shifting constantly in both how it’s affecting us and how we might need to respond to it. The great resignation, which certainly isn’t completely unrelated to the Covid, but that is a huge trend and movement as we’re trying to figure out how do we keep our workers, are we burning them out? The mental health issues that are, you know, hitting pretty much all of us, um, from the isolation, remote, working from the uncertainties of health, from sick family members and loved ones and all of that and saying, well, are we going to be able to keep our team together? Should we be keeping our team together the way we’re working now? Do we need to shift our work practices? Do we need to shift what type of benefits for giving to them? All of those things have got to be sort of raised? And I would say raise at the board level, you know, together with the executives and senior management team. Let’s talk about it. Let’s brainstorm think about this and get what our organizational priorities are this year, because things can change rapidly and rapid change if you don’t have any plans um, to anticipate some of them don’t have contingency plans can force you into very, very stressful times where immediate actions are necessary and you can sometimes make bad decisions if you’re under that type of time stress. So

[00:06:18.63] spk_0:
then it because then it becomes a crisis

[00:06:20.30] spk_1:
right? Exactly.

[00:06:48.64] spk_0:
And and a crisis in staffing, especially knowing how hard it is to hire folks now, you know, you talked about, you know, keeping the team together or should we keep should we keep the team together? But, you know, I’m sure you’re seeing it with your clients. The difficulty in hiring, you know, you want to, that, that, that’s a, that’s a huge factor in, you know, do we have the right team? Well, putting the right team together, it’s gonna take a lot longer than it used to?

[00:08:01.94] spk_1:
Yeah, absolutely. And if you’re talking about retention, you got to figure out what are you going to invest in this? I know you want to, you know, provide as much as you can to your beneficiaries. But if you’re not really considering the team of people in, you know, on your team that are providing those services that are supporting those services, the whole thing can collapse. So just remember where your infrastructure and when your groundwork is and how important the human resources are in your organization to being able to deliver services and provide goods for your charitable missions. So really important not to neglect that. And that requires an investment both on retention and if you aren’t able to retain everybody and you need to recruit, you’re gonna have to be able to show what you’re going to invest in those new employees and give them time to learn. You can’t expect them to perform like experience people have, um, in the past. So it’s, you know, some patients, um, and definitely investment in education and training and orientation, um, and all the rest and again, um, to the extent that your executive is probably also overwhelmed with everything else going on. The board is really pivotal in trying to be able to come up with plans that help invest in their teams.

[00:08:10.44] spk_0:
This goes to legal audit the conversation we had a few months ago. You’d like to see a review of governing documents to.

[00:09:31.74] spk_1:
Yeah, I I always think that that’s a great thing to check out in the new year. Just even if you have somebody, you know, a higher up kind of a board member or where your executive or senior manager take a look At your articles and bylaws, even spending 30 minutes on it and saying is our mission really reflected in these documents or have we evolved into something else? And these documents are like stale and old and outdated now in that case those documents still rule. So if you have the I. R. S. Or a state regulator coming in audit you, if you’re not performing within that mission statement in your articles and bylaws, you could be acting completely out of compliance and worst case scenario, you can really threaten the organization through penalties, etcetera. So that’s something to take a look at. Also just take a look at a lot of organizations. I find out their their boards, they’re like, oh, you know, we forgot to elect them. You know, we, we, you know, we’ve had terms, you know of two years but they’ve been on for like 10 years and we’re happy with them. So we just don’t do elections that can be really, really harmful as well for multiple reasons. But you know, sit back, see what you’re doing and what you’re not doing consistent with your articles and bylaws. And if you need to change things determine that you have to change. And if you need the help of a lawyer, try to find somebody that can help you with that. And there are some good resources on the web as well.

[00:09:48.64] spk_0:
What’s, what’s one of the good resources?

[00:10:15.04] spk_1:
A little bit of a self plug because I’m a board member, but board source has excellent resources on board of directors, governance things of that nature. Stanford University also has excellent resources in terms of sort of template documents that are just a guide for nonprofits. It’s not one size fits all, but it just gives you a general idea about how some things operate. Um, so those are just too good resources to look at.

[00:10:18.35] spk_0:
And, and again, we, we talked about this extensively in the show called your one

[00:10:24.34] spk_1:
hour legal audit.

[00:10:30.14] spk_0:
You have some last one. You have some financial performance advice for the new year.

[00:13:04.74] spk_1:
Yeah. Well I think probably, um, most people take a look at their financials throughout the year on the board level and on the executive level. Um, but the new year, you’ve actually sort of completed your financials and they might not be, um, in final form yet, but you might have what some people call it pro form, a set of financials, um, sort of close to final, where you get to assess what you’ve done in the year, you know, for, for most organizations, this goes without saying, but you want to make sure that you’re performing in a way that you’re not becoming insolvent. So you want to make sure what your balance sheet looks like and whether you have net assets, um, if you don’t have net assets, that means that you are either insolvent or, you know, in the zone of insolvency, you have to think about how you’re going to address that very serious issue. And I would say you don’t have internal expertise on dealing with it, get outside help right away if that’s the case. But your, your statement of revenues and expenses as well, are you sort of operating what people call in the black so that there is, you know, some net income in there or are you operating in the red where you’re very concerned because you’re losing money, timing is always important. So it’s misleading to look at one year in isolation because sometimes grants are given in one year, but they’re actually uh received in another year. So the timing issue can pose different challenges about reading financials. So you want to be able to read it sort of collectively through a multi year period just to know where you stand. And again, if board members aren’t able to help an executive and the executive feels like they need some help with understanding financials, to reading financials invest in everybody’s training in this area and there are a lot of people, even pro bono, that, that are offering this training pro bono and a lot of resources on the web. So make sure you understand your financials and what they’re indicating. You don’t need to know every single financial ratio that you know, business people use, but just generally no. Are you healthy financially or are you trending bad? And if you have several years where you’re in the red, where you, where you’re not making money, it looks like you’re bleeding money, then that might be indicative of some change that’s necessary in order to make your organization sustainable on an ongoing basis. So again, you don’t want to hit crisis mode financially. So this is a good chance, take a look at your financials, not just last year, but over a multiyear period and see where you are, get help if you need it.

[00:15:08.54] spk_0:
We have a show that I replayed, oh, I think within the past six months, uh, the guest was Andy Robinson. So you could go to tony-martignetti dot com and just search his name Andy Robinson, but it was something like teaching your board basic financials and he wrote a book, I’m pretty sure it was published by charity channel, uh, with, with a title similar to that. So if you, and the show is a few years old, but reading financial statements and and balance sheets hasn’t changed much in probably 100 years. Um, so it’s just all in and out now now, it’s all in Excel. But uh, so if you’d like some help with that, there is a, there is a show where Andy Robinson was the guest talking about, you’re improving your boards, financial literacy. It’s time for a break. Turn to communications, your 2022 communications plan. Does it have lots of projects? Lots of writing projects? You can get the biggest projects off your plate and outsource them. Free up staff time to devote to the work that it’s not feasible to have others doing for you. Like the annual report, just because it’s been done in house in the past, doesn’t mean it has to be done in house this year. What about research reports, White papers, your other heavy lift pieces. Do you need help with writing projects in 2022, Turn to communications, your story is their mission turn hyphen two dot c o. Now, back to legal outlook for 2022 with Gene Takagi. Okay, so let’s talk about some trends then, jean, you have a, you have a case we haven’t talked about, we haven’t talked about an actual case for a while. Americans for prosperity.

[00:19:16.54] spk_1:
Yeah. So um that was a huge U. S. Supreme Court case at least huge for the nonprofit sector. Um, but with deeper implications for if I if I’m not over hyping it for democracy itself. So um so americans for prosperity, Foundation versus Banta, who was the California Attorney general basically it was about the schedule be disclosure of donors who donated more than $5000. So for nonprofits who know how to prepare their form 19 nineties, you’ll know that on schedule B of your form 1990. Eur actually disclosing to the I. R. S. It’s not public information. Um But it’s to the I. R. S. The name and address of your donors who donated more than $5000. Now that hasn’t changed, you still have to disclose it to the I. R. S. But certain states, including California where volunteers from as the attorney general um New york I believe New Jersey I believe Hawaii also included Um all asked for a copy of the 990 including an unredacted schedule B to be given to the state regulator because they also want to look at that information for state law compliance purposes. A lot of them are concerned about donors who give money but get something back in return that’s not being disclosed. So if they ever have to have an investigation of that, that information turns out to be very helpful to the state to be able to say ah they were giving money but they also took in this huge benefit, this huge contract for example, which you know, reap them millions of dollars. Um So there was a legal case um that went up through the courts um finally hit the U. S. Supreme Court and the A. G. Lost here, The California G. Um So the court decided and we know the court’s composition is fairly conservative right now. The court decided that uh the states don’t have this right. Um It was based on the fact finding of the lower courts which is a little bit unfortunate because if the higher court could have considered more facts, then it might have been decided a different way but based on kind of how how our legal system works and and and how the Supreme Court works and the composition of the Supreme Court. They held that, hey this is not disclosed able to the states essentially that’s the impact of it. The broader impact on why I said democracy might be uh issue here is because well what about sort of campaign finance disclosures? And what about the I. R. S. Should they be entitled to that information as well? So it’s really helpful in compliance. But the counter argument and why some organizations charities, we’re also um not in favor of the disclosures is because of the protection of the donor. And the old case cited um in this part of the argument was an N double A cp case that said, well, if we disclose our donors, the KKK had threatened to kill all of them. Um And you can see why privacy was important in that issue and this issue, it was nothing like this. I think it’s a Koch brothers, um, kind of funded charity. They wanted really to keep their identity, um, more hidden because they have desires to influence politics in many ways. And if it always gets associated with them, then the impact lessons. So if they can look like they’re ground swells of movements that are funding these things rather than individual donors, um, it looks better for for what they’re trying to do. So that’s, you know, that’s what’s at stake here is not only are the state’s not allowed to get this information that would really help them in state law enforcement of whether there’s diversion of charitable assets that benefit

[00:19:29.74] spk_0:
donors. But

[00:19:30.15] spk_1:
in the broader sense, are we going to allow more dark money to enter into our political systems without knowing that there are donors, heavy donors that back these, you know, politicians or political parties or political movements. So that’s the scary part about this decision.

[00:19:57.94] spk_0:
What’s the, I think infamous Supreme Court case that that allowed the allowed the dark money into, uh, into politics. United

[00:20:02.73] spk_1:
Citizens. United

[00:20:27.54] spk_0:
United. Yeah. Um, All right. All right. And so I just want to repeat this. So this case that Gene was just talking about is americans for prosperity Foundation V. Banta B. O. N. T. A. What about crowdfunding you, you point out that there’s a new crowdfunding law. Hope is this a little more optimistic? I hope?

[00:21:22.54] spk_1:
Uh, well, depending upon how you look at it. And I think in one sense it’s inevitable. Um, a lot of our laws that are developed regarding fundraising, um, don’t even, and never anticipated the internet, right, johnny. So, uh, you know, now crowdfunding platform is, you know, not just the internet, the use of the internet, but it’s a lot of different for profit companies getting involved, um, to enable charities and organizations and people who are not charities to raise funds that look like they could be for charitable purposes, Right? So you want to help victims of a fire, but you want to help them directly, because some individuals said, I want to start a Go fund Me campaign, right? And say, well, you know, chip in 50 bucks and let’s try to get these people some help doesn’t, that doesn’t go through a charity. Often it just goes to this person, right, who promises to give these other people money

[00:21:35.90] spk_0:
and go funding the person’s goodwill. Honestly, yeah,

[00:21:58.14] spk_1:
Go fund Me is, you know, reacted to this and they’re probably the biggest crowdfunding platforms. So they’ve reacted to this in terms of having their own internal policies to help prevent a check. But overall, there’s, you know, hundreds, if not thousands of crowdfunding platforms out there that do this to make a profit. Um, and they may not have those types of controls or checks to not to just, you know, prevent somebody from saying, let’s raise money to help fire victims and then just keeping it. Um, so,

[00:22:11.97] spk_0:
what, what, what is the import of the law for, for us?

[00:23:21.34] spk_1:
So I think the import of the law is, if you’re going to get on and decide, hey, we want to do crowdfunding, um, you’ve got to select your platform provider carefully and this law, which is in California, but is likely to spread across different states in various forms, says, well now, if you’re gonna do that, you’ve got to make sure that this crowdfunding platform is registered. Um, and they’re reporting and there are all sorts of rules involved. So if you have a contract with them, it should be subject to these rules that might say things like, well, if they collect money, they have to give the money to the charity within a certain time period. Right? So they couldn’t say, well, it takes this administration, so maybe a couple of years before you get that, you know, nobody’s gonna be happy with that, but without rules, why not? Um, so these are, this is why it’s important for charities to have rules. The actual details of the rules. So I can see why some people have some, some issue with them. And we haven’t had all of the regulations yet, they’re still in discussion. So this is very, Still very trending, but the crowdfunding law, the law, the general law that’s in place now will become effective in California in 2023, and the regulations are being developed right now,

[00:23:58.04] spk_0:
let’s turn to remote work, which is obviously so much more common now. Hybrid work, you know, return to work dates are being pushed off and off. Um What what are what are what are what trends are you seeing? What should be on, will you be on the lookout for with respect to uh remote work and employment law issues?

[00:25:10.84] spk_1:
Yeah, it’s, you know, this is a really tricky area. Um you know, for sure, Covid where people were suddenly not permitted to to go indoors in some cases for months. Um and who knows if, you know, we’re going to return to some of those scenarios with the omicron variant out there, We’re hoping that it’s less um severe in terms of its impact, even if it might be a more transmissible, but if we if we keep worrying about this and saying, you know, our workers aren’t comfortable coming to work, even if the law allows them to come to work. Um Maybe we’re going to let people work remotely, and many of us have gone full remote, some of us have gone back to partial returns, some have gone back to full returns and then gone back, you know out the other way and said, okay, you know, it’s at the workers discretion whether they want to come in or not. So what makes us a little bit tricky. Um is that you don’t control the work environment as the employer, if they’re working at home, right? Um but that becomes the work environment, if they’re doing work from home, that’s their work environment, and, you know, the employer is responsible for the work environment if they should get hurt, for example,

[00:25:22.94] spk_0:
um

[00:26:56.24] spk_1:
So it becomes a little bit tricky about, well, how do you, how do you handle that for workers comp reasons, for safety reasons, for OSHA reasons? Um and I think there’s an understanding by regulators that, you know, this is out of control of most small businesses, small charities and, you know, to to that extent, we’re not really gonna look to enforce things on that level, but there are other things that, that are also concerning, because not everybody goes when, when they decide to work remote, we work in the same city or in the same state, right. A lot of us um have decided to, you know, maybe move back with family, which might be in another state. In some cases it could be another country, or some of us have decided to travel and spend a little bit of time, you know, in different places. Um So how does allow treat that? And basically, you know, the old rules, which are the rules, many of us are stuck with. Um the old rules are, well, you have to comply with the laws where the worker is doing the work, so if you have a worker in new york who’s now working remotely and came out to florida, well, then all the employment rules regarding worker safety and wage and hour laws and salary, overtime, sick pay benefits, all the florida laws apply to that worker now. Um, and so now it’s like, well, you’ve got to work in florida, you’ve got to think about, are you qualified to do business in

[00:27:00.21] spk_0:
florida,

[00:27:36.94] spk_1:
charity registration in florida? Um, and you may have had no connection to florida before, but all of a sudden you have a worker working there. Um, so a few states, um, and they’re not very many, but a few states that said, well, you know, during covid, we’ve got these temporary rules where we’re relaxed, where you don’t have to do that. And there’s also state tax issues, right? State payroll taxes, and, and other times, all of those things, some states said, you don’t have to worry about it. A lot of organizations are simply not complying with, But,

[00:27:37.49] spk_0:
but you said it’s only a handful of states that said, we’re we’re we’re not enforcing

[00:27:42.14] spk_1:
right. Exactly.

[00:27:43.33] spk_0:
The majority of

[00:29:01.34] spk_1:
states are, Yeah, well, I shouldn’t say they’re enforcing, but they haven’t the old laws or the existing laws still apply. There are no transition laws, so you’re out of compliance. And if they do enforce, which might not be like a, you know, a regulator coming out to you and saying you haven’t done this, it may be your employee is unhappy with something you’ve done, who’s working there and said, hey florida law applies and you haven’t been complying with the florida sort of benefits laws that, that apply. And maybe I could give you more specific example because san Francisco, if you came out to California, your remote employee came out to California, san Francisco has mandatory six hours and not a lot, a lot of states don’t have sick our pay. Um, but all of a sudden if you’re not paying them and they get wind of that, hey, you were supposed to pay me for this and you haven’t been, it’s the employee who could launch the complaint. Um, so it’s just to be careful of these things and, and just as your strategy for charity registration, tony when you’re sort of fundraising all over the country to, to, you’re not going to be able to maybe do all 50 states at once, but just to make sure you’ve got a plan to attack this kind of the same thing here. Um, check out where your employees are, you should know exactly where they are and check each state in terms of how strictly, maybe in terms of enforcing this and start to slowly comply

[00:30:12.74] spk_0:
the implications of state law. Yeah. What about the technology remote work? I don’t know if that’s all been figured out yet and maybe there were, maybe there were stopgap measures during the, during the, the darkest part of the pandemic, but but going forward, you know, tech technology has to be, has to be upgraded. You know, are we gonna, we’re gonna continue providing work phones? Are we going to provide work laptops? What about paying for internet access over the long term? I mean, you know, the internet access can be costly. And if if work is taking up a lot of the bandwidth, isn’t it appropriate for an employer to be paying a portion? And then how do then how does the, how does the, what’s the mechanism for the employee verifying how much they pay and you know, and then what percentage are we gonna cover of that, all the all the technology issues around, around remote work.

[00:30:58.44] spk_1:
Yeah, def definitely. And and as an as an employer, I would say, beyond sort of any legal compliance issues, um, you’ve got a, I think an ethical issue to make sure you’re providing your employees with the tools to do their job. And if you’re allowing remote work, you should make sure that they have the tools. So if they need a computer to be able to access it, so they’re not, they’re not using their personal computer. Um then you should make sure that happens same thing with the telephone. And if, you know, if those are going to be dedicated to work, um it should be explicitly written out that way. But if you force them to use their personal things, there are some states that actually do have laws that say you must reimburse your your employees if they’re using the tools that they need um for for remote work, but just ethically. Yeah.

[00:31:18.74] spk_0:
But then that’s then that raises security issues too. Absolutely. They have any kind of HIPPA protected information on their personal laptop. That’s gonna be a big problem. That that’s I think that’s probably a mistake if you’re dealing with that kind of data. But um

[00:32:01.74] spk_1:
and don’t we probably all have that type of stuff on our personal computers, right? You know, sort of HIPPA protected? We may have had emails like that are saved onto our computers. Um Right. So if if the computer is also being used for work and there’s a work issue that causes that data to be taken or corrupted, like, you know, what’s the employer’s responsibility if they hadn’t provided an alternative, it’s a great point

[00:32:50.94] spk_0:
and and it’s not only hip hop data, but other other personalized data that that maybe on now the personals, the employee’s personal computer, desktop or laptop or phone, you know, how is that? How is that private private data protected? Do they have malware prevention on their on their personal devices so that so that company emails that they’re that they’re using on their personal device aren’t potentially compromised. I mean, the use of the personal equipment raises a lot of technology and and Legal privacy and ethical issues to your right. I mean, if the person is eight or 10 hours a day, they’re using their personal laptop, shouldn’t there be some compensation for that?

[00:34:46.94] spk_1:
Yeah. And I think minimally because no matter you know how much we encourage people to have sort of work dedicated computers provided by the workplace, people are going to use their personal phones. I mean we can go back to the politicians who have all been using their personal funds. So we know it happens regardless of what the best practices. But what can the employer do, they can pay for all of that data protection stuff that that computer should have. Right, tony because now it has much more sensitive information on there and the employer is partly responsible for some of the other information that could be on there and hack. So yeah, employers should help. And that kind of leads us to the whole data security issue as well that everybody’s got to be paying attention to now is really um nonprofits have important data in their system. Some of it is, you know, hipaa protected some of it is other privacy information. You may have employment reviews on there that you don’t want going out into the real world or client, you know, feedback which might be positive. Some of it might be negative sensitive communications, all sorts of stuff that you might find on a work computer and if it gets hacked and if that data gets stolen or if somebody holds the system which might run your programs or aspects of your programs if they cause your system to crash and say that they will only sort of fix it because they’ve hacked and caused the crash. If you pay a ransom, you’ve got all sorts of problems. Uh and maybe some of that may have been mitigated with some basic steps like you mean you’re not going to be, well even the U. S. Government can’t prevent all hackers. I think we we know that, but you can take reasonable steps based on your budget, whatever that might be to to control some of this. So it really is important to have some safeguards.

[00:34:55.74] spk_0:
Another potential category of data is the G. D. P. R. Data. If if if your nonprofit is implicated at all in in that european common law law then or the yeah then then you’ve got those concerns as well.

[00:35:08.94] spk_1:
Yeah, absolutely. So if you have european donors or you’re doing business with any european entities and you have data from those entities or persons be careful and again, remote working can trigger some of that. So if if they decided to, you know their home or or they want to travel to europe and do their work from there.

[00:35:28.74] spk_0:
Um,

[00:35:29.74] spk_1:
all sorts of implications.

[00:37:44.03] spk_0:
Yeah. Absolutely right. People very good point where where people are sitting and where they’re planted when they’re working, It’s time for Tony Take two We’ve got 50% off the tuition for planned giving accelerator. That’s because just last week A donor stepped up someone who believes very deeply in planned giving accelerator and he is offering to pay 50% of the tuition For the 1st 10 nonprofits that take him up on his offer. A couple have already done it as of the time I’m recording, but there are several spots left. So if you’ve been toying with the idea of planned giving accelerator, it’s never going to be cheaper than 50% off. What the way this will work is. You’ll pay the tuition in full, which is $1195 for the six month course. This donor will then make a gift to you of half of that. So you’ll have a new donor, he’ll pay half your tuition. So it ends up being 50% off the full tuition cost. I know the donor, it’s someone I trust you have my word. Your final cost will be half of the full tuition if you’d like to jump on this and be one of the members of what is now our february class. I want to give people enough time for this because it, it just came in last week. So I’m extending, we’re, we’re not gonna start the class until february if you’d like to be part of that february class At 50% off email and we’ll, we’ll talk about planned giving accelerator and whether it can help you launch your planned giving program. Mhm. tony at tony-martignetti dot com. That’s me. That is Tony’s take two, We’ve got boo koo but loads more time for legal outlook for 2022

[00:38:01.22] spk_1:
one and one of the tools to think about and I’m a little bit guilty of this as well um is be careful of public wifi um because that often is an entryway for a

[00:38:03.83] spk_0:
hacker. Yeah, that’s totally unsecured airports, airplanes,

[00:38:09.89] spk_1:
coffee shops,

[00:38:13.42] spk_0:
coffee shops, Starbucks, wherever those are, all unsecured networks.

[00:38:29.32] spk_1:
Right? Meaning that there is the potential for somebody in there who has some malicious intent if they want to be able to hack into to your computer through that public wifi. Unsecured wifi. And there are different systems um but maybe one of the simplest for for those of us who have smartphones, which I think is most of us is you could actually create a sort of a private wifi just

[00:38:52.92] spk_0:
for your smartphone, right? Hotspot? Hotspot and don’t use the unsecured wifi to connect to, you know, use the uh the four G or five G or the five GHZ et cetera.

[00:38:56.17] spk_1:
Right? And that’s something an employer could pay to make sure that the employee has significant data and data plan that can incorporate all the additional data that they may need in their plan because of the work. So again, that would be reasonable and and ethical for the nonprofit employer to pay for their employees to have a higher data plan. Um, if they’re going to to use that and insist as a policy that they do not use public wifi. If they’re using a work computer or a computer that contains work and sensitive information,

[00:39:36.52] spk_0:
all you need is to transmit an email on, on an unsecured wifi that that has a donors credit card number, maybe

[00:39:38.77] spk_1:
native

[00:39:58.12] spk_0:
birth address, name any, any two of those things together, uh, hacked could be very detrimental to that donor. And you know, whether it ever gets traced back to you is is uncertain, but you’ve, you’ve put your donors privacy at risk in a simple email that has any two of those pieces of information.

[00:40:04.31] spk_1:
And it appears to be a myth, um, when people have relied on, they’re not going to go after us because we’re nonprofits, people don’t go

[00:40:12.29] spk_0:
after. Oh, that’s bullshit. Oh, that’s ridiculous.

[00:40:14.57] spk_1:
Right?

[00:40:22.61] spk_0:
I’m working with a client now that, that is a, is in new york city that’s, that’s, um, victim of, of a malware, uh, ransomware, so brought me a ransomware attack.

[00:40:27.61] spk_1:
Yeah.

[00:40:40.41] spk_0:
And they’re keeping it quiet so I’m not permitted to say who it is. But um, yeah, they’ve, they’ve been, they’ve been hindered for weeks and weeks with data accessibility issues.

[00:40:42.71] spk_1:
Yeah. And it’s much more common than we think because organizations do want to keep it quiet because if there is a vulnerability, they don’t want to come and say other hackers come come and attack us, we’re vulnerable. So it may be much more pervasive than we think

[00:40:57.61] spk_0:
and that myth also breaks down along ideological

[00:41:00.04] spk_1:
lines.

[00:41:21.61] spk_0:
Some some person on the left may may attack an organization on the right. Some person on the right may attack an organization on the left just because of where the organization stands with respect to the person’s political and ideological beliefs that that that’s enough. It doesn’t matter that you’re a nonprofit. It’s it’s your ideology and your mission. It has nothing to do with your tax exempt status as to why somebody would or wouldn’t go after you.

[00:41:28.41] spk_1:
Yeah and um in these times that those ideological differences have been very um pronounced and. Yeah.

[00:41:41.11] spk_0:
Alright where else should we go? Gene with trends, trends for the new year. Come on.

[00:44:24.69] spk_1:
Um Let’s talk a little bit since we’re talking about technology and data security. Let’s talk a little bit about crypto currency because I find that pretty fascinating. Um There was an organization that came together and bid $40 million on a copy of the U. S. Constitution just a few weeks ago. Um That money the $40 million plus more I think about 47 or $48 million was raised for that purpose in less than two weeks. Um So um Cryptocurrency donors um often have made a ton of money because of the appreciation of cryptocurrencies like. Bitcoin for for those who aren’t super familiar with it. Um And if you donate Cryptocurrency, it’s like donating a non cash asset, meaning that if You bought crypto currency for $1,000 10 years ago and it’s worth now several million dollars, which if you bought the red Cryptocurrency, that might be the case if you sold it, uh you would have a lot of taxes to pay on that appreciation right? The several million dollars of appreciated income that would be subject to capital gains tax. Um So if you sold it and donated some of the proceeds, that would not be a very tax efficient way to donate. When if you donated the Cryptocurrency itself, what you do is you get to take a fair market value deduction of the several million dollars. So you gave several million. So potentially you could deduct that is a charitable contribution and pay no capital gains tax because he never sold it. Um So very tax efficient way of giving um And Cryptocurrency people, wealthy millionaires and others who decided that they wanted see some positive impact um from giving these gifts are are making gifts of Cryptocurrency now and that’s that’s partly why I am so many gathered together to say hey we’d like to fund a charity to buy a copy of the U. S. Constitution so that we can ensure that this constitution is always for the public’s benefit and on public viewership and not sitting in somebody’s house, you know for for their own prestige. Um But that really opens it up, cherish. Think about there’s a lot of these people who made quite a bit of money on Cryptocurrency and a lot of younger people are investing barely heavily in Cryptocurrency now. So it’s something to not sort of blow away if we’re um kind of our age or older, tony to say, Cryptocurrency, what is that? It’s it’s something to really embrace now because it’s it’s not just this exotic tool now, it’s part of regular investment portfolios.

[00:45:56.79] spk_0:
Absolutely, it’s it’s it’s coming and and jean this dovetails perfectly with Our November 15 show of 2021 Bitcoin in the future of fundraising with my guests who are an Connolly and Jason shim who wrote a book Bitcoin in the future of fundraising. So, um it’s do you it’s just more, more sage advice that crypto donations are coming. It’s not a matter of if it’s just when are you gonna get on board now or you’re gonna wait two more years and potentially be behind the curve. Um and as an and Jason pointed out today, there are so few organizations accepting crypto that a lot of people are just searching for. Where can I donate? Cryptocurrency and probably largely, Gene for the reasons you’re describing there, They’re looking for a direct crypto donation to help them with substantial capital gains. Are there specific legal implications of crypto donations that that we need to be aware of or or is it just, you know, you just want folks to know that this trend is, it’s in the middle, it’s happening right now.

[00:48:15.97] spk_1:
So I think, you know, one of the reasons why charities are afraid to take Kryptos because they don’t know what laws apply when they receive the crypto. They’re like, what do we do with this? Um, and there are ways to easily cash that out and turn it into us cash. And in fact, most charities that accept crypto and they’re not a lot, you’re right, tony but most carriers that accept them liquidate them immediately turned them into cash and deposited into fiat currency, like regular paper currency, um, in their bank accounts. Um, So they’re not holding onto the crypto very long at all. One of the reasons why that’s, that can be very important is because there are prudent investor rules for charities that don’t apply to for profits that basically say if you’ve got investment assets, charities, this is not just endowments, but just any sort of investment assets for reserves or for a capital fund or anything you can’t invest. It speculatively, you couldn’t just throw it all in like Apple stock, um that would be too speculative. You have to look at it, uh, through what financial professionals, investment professionals called portfolio theory, are you sufficiently um, have an investment portfolio diversified across several different asset classes? So if one bombs, you haven’t tanked all of your money. Um, and the board of directors have a fiduciary duty to live up to the prudent investment laws that also sort of follow this portfolio theory of how how have you actually divest? Sorry? Um diversify Yeah. Um your your funds across different investment classes to protect yourself and there are different considerations that go along with that. Um But that is one reason why you don’t want to get stuck with all of your investments being in crypto because crypto maybe one of the most volatile type of investments where it can double in a matter of days and it could tank and disappear in a matter of days as well. So depending upon what type of Cryptocurrency you have and there are hundreds if not thousands of crypto types of Cryptocurrency um that have evolved in a lot of people and organizations that are making new coins all the time. So new new forms of Cryptocurrency arising and while we talked about crypto as being a part of more investment portfolios as a normal part of of investments. Now it’s not every Cryptocurrency that would be in that it’s certainly one

[00:48:47.07] spk_0:
1000 right? Some of these thousands trade for thousands of pennies, Thousands Yeah thousands of pennies even you know .0001 three zeros and a one is you know is the value of the currency. Um So. Alright that’s perfect as I said, perfect dovetail to that to that uh that november show because you’re you’re raising the prudent investor rule and and uh portfolio theory.

[00:50:07.66] spk_1:
One more thing on this, tony the forms the I. R. S. Forms for when you get Non cash contributions of more than $500. And how quickly you sell them. Um Also applies to form 82 83 is what the donor needs to sign when they give a non cash contribution of over $500 of over $500. And if it’s over $5000 which many crypto gifts are, they have to get a qualified appraisal for this. So that’s really important. And the Dhoni which is the charity has to sign that form for the donor. And then if the donor the Dhoni, I’m sorry the charity sells it within three years, they have to sign a form 80 to 82. Yeah so that’s again it’s not terribly hard. It sounds like a lot of just legalese I’m blabbing out but it’s not too hard but just take a quick look at those. If you decide that you want to start getting Cryptocurrency and at worst you might ask your donor to find a donor advised fund that takes crypto turns it into cash and then disperses it to the charity. So there are donor advised funds that do that

[00:50:15.76] spk_0:
interesting. Okay so so a Cryptocurrency donation is a non cash donation

[00:50:19.90] spk_1:
correct?

[00:50:58.76] spk_0:
Okay and for non cash donations of $500 or more, That’s where your your donor has the implication of i. r. s. Form 82 83. And you as the charity if you sell it within three years which your advice is that they do because it’s of its volatility Then you’ve got the implication of i. r. s. Form 80 – 82. I always thought those were backwards. The donors should have 80 to 82 because that comes first. Then comes 82 83 from the don’t to the Dhoni first the donor has it. Then the charity should be 80 to 82 82 83. But it’s not It’s 82 83 for your donor and 80 – 82 for you.

[00:51:06.16] spk_1:
That sounds like larry david logic. But that’s how I think as well.

[00:51:10.58] spk_0:
Yeah. I’ve been accused of being larry David in lots of ways. Including my my hair when it’s long like it is

[00:51:16.23] spk_1:
now. I’ve

[00:51:33.46] spk_0:
been accused of looking like Larry David. But we’re not complaining, we’re helping. That’s all right. Um Alright let’s leave us with something else. Another trend for the new year that you want us to be thinking about gene. Um

[00:51:36.96] spk_1:
Let me talk a little bit about diversity equity and inclusion. Since we’ve we’ve talked about that in the

[00:51:42.21] spk_0:
past. You could search jean and I have talked about D. I a bunch of times. But

[00:53:46.05] spk_1:
yeah please. You know I think in combination when we talk about the great migration and how the pandemic might be affecting different populations in different ways that we start to think again about kind of? Well if our charity is doing some some mission and we might not think of that mission as being really reflective of of specific races or or anything like that. Um But could D. E. I. B. Important anyway. And I think that’s where we get to think about. Well if we had more perspectives in our organization, if if we’re lacking some of those perspectives now, for example not having a lot of latin thinks Hispanics or blacks or asian americans on the board or in the leadership group, maybe we’re not really thinking about how our services that we’re delivering are affecting different populations differently. Maybe we’re just sort of providing services but we’re focused on urban centers or urban centers where if we’re center based, our center based is in neighborhoods that are much more accessible to uh white populations versus other populations. So getting different perspectives, even if we think of ourselves as being race neutral, which is kind of a charged term. But I’ll just use it for for these purposes. If we think some of us think of ourselves as race neutral and therefore we don’t have to get involved in the D. E. I work. We want to say, well don’t we care about serving our population in a way that’s kind of fair and not just favoring one segment over other segments or just totally neglecting certain segments of the population because they don’t have the same type of access. Have we ever thought about those things and having diversity can help us think about those things. Um, but it has to be done obviously in an inclusive way, which we’ve talked about and I know we just have a few minutes here, but it’s

[00:54:03.34] spk_0:
sort of it’s touching on, you know, not knowing what you don’t know without without having the perspective of diverse populations on your board, in your leadership, then you don’t know how you’re not serving other non white populations. Yeah. And even when we were perceived by other by by non white populations.

[00:55:32.64] spk_1:
Yeah, exactly. And even when we say, well when we look at a group of people and we say diversity, you know, that has one meaning. But sometimes when we just look in our inside our own heads, uh, and when people go unconscious bias, for example, try to think about what that is. It’s like, well if we don’t have the benefit of having different perspectives are being exposed to that all of our lives and none of us have all of the perspectives in our lives. So we were all going to be guilty of some sort of unconscious bias because we just don’t know any better. We we haven’t had other information that would have help develop a sensitivity or understanding or just knowledge of some of the disparities that are out there. So, and and how our organization can be either helping those disparities or hindering them. So just getting a sense of where we’d like to go. I think that can improve employee retention. It can lead us to new areas of employee recruitment and it can make us more relevant as organizations in the future, where if we’re not addressing some of these things, we could find ourselves becoming irrelevant less attractive to future donors, especially younger donors who this is very important to. Um, and so that’s my, my closing thought. Mhm.

[00:55:48.24] spk_0:
All good thoughts for uh, for the new year for 2022, Gene Takagi are legal, legal contributor, Managing attorney of Neo. You’ll find him at nonprofit law blog dot com. He’s also at G attack and you’ll find the firm at neo law group dot com. Gene again, thank you very much. Happy New Year.

[00:55:57.39] spk_1:
Happy New Year. tony

[00:56:47.13] spk_0:
next week. I’m working on it very diligently. 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. Do you need help with any of those ready projects in 2022? Get them off your plate. A 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. Mm hmm, thank you for that affirmation scotty Be with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for January 10, 2022: Nonprofit Software Vulnerability With log4j

My Guest:

Joshua Peskay: Nonprofit Software Vulnerability With log4j

Happy New Year! There’s a software risk gaining attention and there’s a good chance you’ll need help diagnosing and repairing it. You don’t need to horde gas, cash and toilet paper. Just be aware and do the repair. Joshua Peskay, from RoundTable Technology, sorts it out.

 

 

 

 

 

 

 

 

 

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[00:00:10.04] spk_0:
Hello and welcome to tony-martignetti non profit radio

[00:01:11.84] spk_1:
Big nonprofit 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 with Producto Sigmoid itis if you inflamed me with the idea that you missed this week’s show, non profit software vulnerability with log four J Happy New Year. There’s a software risk gaining attention and there’s a good chance you’ll need help diagnosing and repairing it. You don’t need to hoard gas, cash and toilet paper, just be aware and do the repair Joshua pesky from roundtable technology, sorts it out And Tony’s take two. Thank you jean and Amy sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o.

[00:01:45.14] spk_2:
It’s a pleasure to welcome back Joshua pesky eh he has spent nearly three decades leading technology change for over 1000 nonprofits. It’s especially dedicated to improving cybersecurity in the nonprofit sector and works regularly with at risk organizations to address digital security challenges. He regularly presents and teachers on topics including technology strategy, cybersecurity project and Change management. You’ll find him at Joshua pesky a and the company is roundtable technology, Joshua. Welcome back to nonprofit

[00:01:54.14] spk_3:
radio It is an absolute pleasure to be here. tony Thank you so much for having me on.

[00:01:58.17] spk_2:
Oh, it’s it’s my pleasure to and it’s been the three years or some since, since 18. NTCC

[00:02:05.47] spk_3:
when you were Yeah, which was that the no that was the second to last in person in TC they did the 2019 1 and then it’s been virtual since Yeah,

[00:02:14.24] spk_2:
2nd the last yes

[00:02:16.74] spk_3:
and Happy New Year. Happy New Year to you as well. Happy holidays to you and all your listeners as well.

[00:02:26.24] spk_2:
They’re our listeners today. Not my listen, they’re ours share and share. That’s fair. Our listeners.

[00:02:30.24] spk_1:
Um all right.

[00:02:42.74] spk_2:
Log four J potential security vulnerability that uh, well it is a security vulnerability that nonprofits potentially have give us the, the the 30,000 ft view before we dive in. What, what is this log for? J?

[00:05:43.74] spk_3:
Yeah. So log four J. First of all, on a technical level is a java based, that means the programming language that it’s written in his java and it’s a logging utility that is used predominantly on servers on what are known as Apache servers which run just a huge amount of the things that run on the internet. And this logging utility um, is a little bit of code that developers used to log things that happen on the server and then generate reports or create actions to help them identify bugs or other things that would go on. So that’s what log four J is and it’s very, very widely used. Um, and unfortunately it was disclosed, I think around December 10 was when it became public knowledge that there’s a pretty rough vulnerability in it that allows an attacker to essentially take control of a server that is running log for J in an incredibly simple way. And the organizations like the center for Information security um and the cybersecurity and infrastructure security agency or cisa um they use this um terminology called si ves which is common vulnerabilities and exposures I think um I always forget what that stands for. Um yeah, common vulnerabilities and exposures are cbe, they have ratings of like 0 to 10 for how bad it is. So zero is like that’s not too bad. 10 is this is Armageddon and this is a 10 and the reason it’s a 10 okay, is twofold in the most simple way. One is that it’s a actually, I’ll say three. Okay, there’s three reasons. One is that it the vulnerability is the most, the worst thing possible that the exploit of the vulnerability allows complete takeover of the system that is exploited. So if your server is running this log four J utility and I can send it a single packet of data, I can take it over and now do anything I want on that system. So it’s really bad. Second is that at a rough estimate, uh this is running on something on the order of three billion devices um that are connected to the internet in some way. So it’s running on everything. And the third thing is that doing the exploit is incredibly easy. So a 12 year old can go download a little bit of code off the Internet and automate it and go out and find servers that are running along for J and take them over. So incredibly easy to exploit. And the combination of those three things is why all the security experts around the world started freaking out To varying degrees around December 10.

[00:05:55.54] spk_2:
Okay. And and sister calls it a 10 out of 10. Yeah, this is all very interesting. I just saw the movie. Don’t look up with Leonardo Dicaprio jennifer Adams, Meryl Streep.

[00:06:00.49] spk_3:
Someone was just telling you about this movie. I have not seen it yet, but mixed things about it. But yeah,

[00:07:24.24] spk_2:
a comment is coming to earth. Uh, they this comment is categorized as a planet killer. Uh, and the President Meryl Streep is uh, not initially focused, you know, and she, in the first meeting with the two folks who have identified this comment and its trajectory right toward Earth. You know, she decides to sit tight and assess and, and their estimate is that the comment is gonna hit Earth within six months. And it’s a it’s a planet killer. It’ll it’ll make us extinct. But she takes a sit sit tight and assess approach. Yeah. Right. So, so I’m I’m tempted. Um, No, but I don’t wanna I don’t wanna be that like physical about it. Um, but I want to keep things in perspective too. So, but 10 out of 10, you know, from sister. That’s that’s significant that obviously. So. All right. And thank you for explaining why it’s called log four J and what a logging application is. I’ve I’ve sometimes looked at logs and it’s just thousands of lines of activity that could be incremental, like every every couple of seconds or something depending on what the, what the, what the, what the activity is that the log is logging. Um it mean it means nothing to me but

[00:08:14.94] spk_3:
to write essentially a bit of code that runs on servers. Um there’s a really funny XK C D cartoon. I can, I can send you if you want to include in the show notes. Um XK C D is a cartoon by a cartoonist named Randall munroe. And he created this cartoon like two years ago. That’s like uh you know, the entire internet infrastructure. And it’s like this giant kind of house of cards thing, you know that everything is on top of. And then at the very bottom there’s like this one thing that’s holding the whole thing up and it’s like, this is a bit of code written for free and maintained for free by some developer in a small town in Nebraska. And this was like two or three years ago that he wrote this because he’s kind of like noting how so much of the critical infrastructure of the internet are just open source free projects that people maintain in their free time. And this is, this is almost literally that like this is just a utility that someone made a long time ago that no one pays for that’s free to use that was useful and everybody used it. And then it was like, oh, this has a vulnerability. We we now have to fix it and it’s everywhere.

[00:08:29.53] spk_2:
Send me a link to that that drawing because I know the one you’re talking. Another one you’re talking about. I think I saw it on your linkedin.

[00:08:35.54] spk_3:
Yes, Yeah, yeah, yeah.

[00:08:37.35] spk_2:
But I want to include it. I’m gonna put it next

[00:08:39.11] spk_3:
to your headshot show in our show notes. Yes.

[00:09:35.04] spk_1:
It’s time for a break. Turn to communications Your 2022 communications plan, lots of projects on their, lots of writing. You can take the biggest projects off your plate and outsource them. Free up staff time to devote to the work. It’s not feasible to outsource the annual report does not need to be done in house just because it always has been, doesn’t mean it has to be. How about research reports, white papers, this stuff can be outsourced. Do you need help with your writing projects in 2022? Turn to communications, your story is their mission turn hyphen two dot c o Now back to nonprofit software vulnerability with Log four J and Joshua Pesky EH

[00:09:44.04] spk_2:
And you also said it’s on three billion devices now, potentially. So it’s not just server level. Right? This could be an

[00:12:36.74] spk_3:
individual works problem. Yeah. And so, so here’s where everybody’s gonna start panicking, right? Which is, they’re like, well, if there’s three billion devices go ahead. Yeah well we don’t wanna panic. Right. Right so so people are thinking oh gosh I must have one of those devices or or more more of them in my home. And so the first thing is just you know calm down take a breath. Um But it it’s the most critical things are you know from a prioritization standpoint are things that accept input from the internet. Now this might be something that non technical people would would have difficulty understanding. But the average computer that you’re using or the printer in your home most likely is not accepting input from the internet meaning someone from the internet can’t just go and communicate with your printer or your coffee maker or your amazon Alexa. Right? Because it’s not accepting input from the internet. The way most devices on most networks and in most homes work is it’s a kind of one way invitation traffic rule. So your computer can get data from the internet and in that respect accepts input because the data comes in. But the only way data comes in is when you request it. So when you type google dot com in your web browser your computer is essentially making a request out to the internet and saying I’d like this information sent to me and then the internet sends it. But the internet can’t on its own. No one out of the internet on their own can send data to your computer without you requesting it. Okay that’s most cases, most people wouldn’t know whether their network or their devices are set up to receive input from the internet or not. But mostly they wouldn’t be they would have to have done something specifically to put themselves in a state where their home devices would be accepting data from the internet. But if you have a server that you’re using for any reason in your organization that accepts input from the internet then that server is if that server has this vulnerability on it by the time you’re hearing this podcast, it’s probably compromised already. And the term that cisa and C. I. S. And other security agencies uses assume compromise and that’s the stance they’ve had for several weeks. Now we’re recording this in december 28th. If you’re listening to this, let’s say january 15th. You know you’re and you have a server or more servers that are X. That are accepting input from the internet that have this vulnerability and you’ve done nothing about it at this point. You would assume compromise and that means um you need help. You need someone who knows how to go look at your server and look for indications of compromise and remediate them meaning fix them and undo them so that your server is not compromised. Um You’ll need help at that point. Okay

[00:13:04.94] spk_2:
let’s start with the first of all, thank you for being a calm voice and and explaining things. So you keep yourself out of jargon jail, which I appreciate our listeners appreciate. I I hate to slap you into jargon jail so

[00:13:09.83] spk_3:
but keep me keep me honest on it, tony If I, if I say stuff that’s like, you know, if I’m either being condescending or you know, you know, saying things that you are not, you know, the folks aren’t gonna understand. Call me out all the time. I

[00:13:53.94] spk_2:
will well condescending, I’ll just shut off your mic and we’ll just end perfect. I don’t I don’t tolerate condescension but jargon that’s recoverable. So let’s start with the case. Uh, you know, our listeners are small and midsize nonprofits. Let’s start with the nonprofit that does not have a person devoted to I. T. Let alone a team or you know, doesn’t have a devoted consultant. Do they need a consultant? Can they what what what should the non I. T. Affiliated nonprofit?

[00:17:13.64] spk_3:
Sure. So let’s say you’re you know f 5 to 50 person nonprofit. Maybe even up to 100 staff. Okay. And you have no dedicated I. T. Person, maybe you have an accidental Tuckey maybe of like a you know joe or jane laptop that helps you out with stuff, you know, as a consultant or maybe you work with a small managed service provider. Um someone who helps you with your technical, but let’s say you don’t have any dedicated resource. Okay. Whether you’ll need help or not, depends on whether the directions that I’m going to give you now are something you could do or you have someone in your organization who could do this. So what you would need to do okay is I’m gonna use two big words and then I’ll explain them. Enumerate and remediate. Okay. These are the two most important things to do in order. Enumerate. All right. Or enumeration is the act of figuring out what are all the things we have that may be vulnerable to this exploit. Okay. So I’ll give you just a simple example. We know uh and there’s a link will give you in the resource because again, C I s has a resource of all of the software applications, products, devices that are known to have a log for j vulnerability in that. So let’s say for example, I’m a typical nonprofit and we’re we have out of our 10 staff. We have five of them that use tableau desktop because we purchased it from tech soup and we used Tableau to do some data visualizations. That’s a really common application that lots of nonprofits would have running on their desktop. They probably aren’t updating it that regularly. Could be an older version Tableau which is now owned by Salesforce. So it shows up under Salesforce is listed in this directory of all the vulnerable applications. So you need to if you know that I have Tableau, I need to go to this list I need to search for Tableau and then I need to follow the links to see if the versions of Tableau that I have are in fact vulnerable and if so what I’m supposed to do about that, which is usually going to be to run some patch that updates it. So you need to do that for everything that you have. So the enumeration part is figuring out what’s all the software and devices that we have. Our firewalls are wireless access points are the operating systems that run on our computers, the software that runs in our computers and for many organizations, you’re already saying we have no idea about any of those things. We don’t have that written down anywhere. We don’t and that’s a real problem. And that that problem, you know, when, when you go to best practices about how to govern technology, they’ll say have an inventory, have it current, you know, having automated, so you can just go look online and right, this is why this is one of the reasons why that’s really important. If you don’t have that, this job at this time becomes extremely difficult for you. But if you don’t do it, You have no idea what vulnerabilities you have. It’s like not going in to get a physical in your doctor’s office for 20 years. You know, when you finally do go in, you’re probably gonna find a bunch of things that you maybe would have wished you found out earlier.

[00:17:20.14] spk_2:
Alright. So even before we get to remediation. Enumeration sounds overwhelming.

[00:17:47.04] spk_3:
If that sounds overwhelming then you need help. If there’s some if you have your accidental tech in your organization, you play them that part of this interview and you asked them could you do that? Apologize for sirens coming by? I don’t know how my Yeah, sorry about that. But if that person listens to it and says yes, I can do that. Give me a day or two. I’m pretty sure I can do that. Hey then you can do it if you have them listen to that and they’re like, I absolutely can’t do that. That sounds totally. Then you need help.

[00:18:01.14] spk_2:
Okay, let’s go to remediation then. So once you found out where your potential vulnerabilities are,

[00:18:07.04] spk_3:
yes, we do this

[00:18:08.04] spk_2:
patching. It sounds like in

[00:19:46.94] spk_3:
most cases exactly. So we’re saying okay, we’ve got five people running Tableau desktop, this is the remediation that we need. This is the software that needs to be updated. This is the setting that needs to be changed. I just whatever the instruction says, I need to go do it and check it off my list. So let’s say we have a sonic wall firewall that’s in our office network and that’s still running and we still have people coming to the office. So we need that to work. I need to go to the C. I. S for the enumeration piece um go see if the model of Sonic wall and the software version that we have on it. That’s our firewall. Is that listed here? If it’s not? Yeah. See we’re good. I can check that off the list if it is listed now. I need to follow the link through and see what is the remediation that I’m supposed to do to fix the vulnerability. Right. The enumeration part is I now know it’s vulnerable because it showed up on the list and then I verified it’s and it’s part of why this is hard for non technical people is you know, sonic wall has I don’t know 100 different firewalls that are out there in the world. Maybe more than that. And they’re at all different software versions. Right? And firmware versions. Firmware is like software that sits on a hardware device so it’s typically called firmware. Alright? But it’s just like software, you update it just like any other software and so I need to both see what model of sonic while I have the software or form firmware version that I’m running on it verify whether that sonic wall and that software version are vulnerable. And if so what I need to do to remediated and I need to do that for everything that I have. All right.

[00:19:56.94] spk_2:
Let’s just let’s let’s just get help. You’re just gonna have to if you don’t have someone devoted who can do this like like Joshua said play it back for them. It sounds it sounds as far into them as it does to me. You need you need you need help. You need help. Alright.

[00:21:38.64] spk_3:
And the urgency is like if if you have again public internet facing stuff, if you have if you know or think you have a server that accepts input from the internet, right? Again, if you don’t understand how to even know that, then you need help. If you have no organization that can help you understand that. But if you do know that that is by far your top priority and again, by the time you’re listening to this, if you haven’t done it, assume compromise. It’s it’s probably it’s not that it’s too late but it’s but you’ve probably been compromised already. And so the question is what do we do from that point? Um and what you’d like to do is learn about it before you learn about it from a ransomware demand. Right? Because what’s what you’re worried about is that that compromise will eventually be exploited by what what Attackers are doing is exploiting systems and then putting in persistence meaning a way for them to stay connected to the environment. Once this vulnerability is patched. So if they’ve done that, once you patch the vulnerability, it doesn’t matter because their persistence is already there on the system. Right? So the next thing they do is exploit you by doing a ransomware attack or installing crypto miner software on your server or doing any of a dozen other things to leverage the resource that they have taken over and what you’d like to do is find out that they’re there and remove them before they notify you by sending you a ransom or notice.

[00:21:47.94] spk_2:
Okay, we need help.

[00:22:04.04] spk_1:
It’s time for Tony’s take two. Thank you. Gene Takagi and Amy sample Ward our contributors, you know them, I barely I don’t even have to say it right. You know, I have to honor them

[00:22:05.94] spk_2:
to give them tribute,

[00:22:20.34] spk_1:
but you don’t really need me to introduce them. You know that Jean is our legal contributor and that AMY is our technology and social media contributor, you know this and longstanding to boot

[00:22:22.64] spk_2:
jean.

[00:22:36.94] spk_1:
Gene has been with nonprofit radio and me Since the first several shows, it was 2010 kicked off the show in July 2010. And jean was on very soon

[00:22:40.44] spk_2:
after the very first show

[00:24:03.14] spk_1:
early, early early days, AMy sample ward joined at the 100th show. So that would have been July of 2012 50 shows a year. Mhm I’m grateful. You know, they take time each time they’re coming on. You know, they come up with the topics we we exchange messages about them talk a little bit sometimes, but you know, they’re doing the lion’s share of the work and then of course, you know, thinking about how best to explain it and then spending the time to explain it all valuable for you all great value for you. So I am grateful to them for so many years of contributing to nonprofit radio and helping you listeners. Our listeners thank you jean thank you amy That is Tony’s take two. We’ve got barely a butt load more time for nonprofit software vulnerability with Log four J. This week is short less time to get aware, more time to do the repair. And I’m gonna I’m gonna keep pushing this rhyme until I can’t stand to hear it anymore. Let’s continue.

[00:24:15.94] spk_2:
If you have an I. T. Devoted team, then certainly by the time that I’m playing this that that team must know that otherwise you need to fire your team and and get a new

[00:24:30.94] spk_3:
team if you have a if you have a cybersecurity, if you have someone who purports to be a professional information technology provider, right? Whether they are your own staff or whether they are an outsourced provider And they haven’t talked to you about log 4J. And what they’re doing about it then. I don’t believe that they’re serving you very well. I think that’s fair to say,

[00:24:40.54] spk_2:
okay, well we’ll leave it at that. Well let the ceo and executive directors deal with their C.

[00:24:47.85] spk_3:
IOS and

[00:25:13.64] spk_2:
uh I. T. I. T. Managers. Okay now I looked at the uh the cisa cisa again as the cybersecurity and infrastructure security agency. Um just for context. That’s that that’s the agency that Christopher Krebs came out of in the trump administration and said that 2020 presidential election was the most secure election in the nation’s history. That’s that’s

[00:25:16.31] spk_3:
system the cyber summarily fired but that’s a separate

[00:25:20.66] spk_2:
Yes, he was he was fired but he said yes,

[00:25:24.22] spk_1:
I’m trying to stay away from

[00:25:25.78] spk_3:
I’m a huge fan of So this is

[00:25:29.20] spk_2:
offered not for political purpose. This is offered for context.

[00:25:32.74] spk_3:
Yeah, for context. That is that is set to and there there I believe part of homeland security.

[00:26:13.94] spk_2:
Yes, they are part of the homeland Security agency. Yes. And they, you know, they’re the ones who said 10 out of 10. And in at a press release they said quote, this vulnerability poses a severe risk. They called it a severe risk, end quote. So you can go there, you can go to assistant dot gov and they have a page called Apache log four J vulnerability guidance. You can search that system dot gov. Apache log four J vulnerability guidance. Without me giving you full U R. L. Of the page. Just just search that and they have a couple of valuable links as

[00:26:16.37] spk_3:
well. And and we have links to all that from our website. So if you want to start at round table, just go to our website, search log four J. You’ll find our our blog which we update as we have updates and that has all the links in it as well

[00:26:34.34] spk_2:
and that is roundtable technology dot com if you want to follow Joshua, Joshua pes K.

[00:27:00.44] spk_3:
A. Y. Yeah. Although you’re better off following at round table I. T. I’m I’m not on social as a rule like a little thing but I really don’t touch twitter or facebook really. Ever so twitter or roundtables, twitter is at round table I. T. Um And that’s a better place to follow. That’s where you’ll that’s where you’ll get updates of things. You won’t get anything from following me because I don’t post to twitter hardly hell with Joshua pesky.

[00:27:03.63] spk_2:
Don’t follow at Joshua follow at round table I. T. If you’re following Joshua pesky unfollowed, you’re wasting your you’re hurting your follower,

[00:27:13.44] spk_3:
It’s a follower following it. And uh and I don’t I don’t even know if I get notifications if you try to dm me like that, you know if you want to contact me. It’s Joshua roundtable technology dot com. It’s very easy to find me that way.

[00:27:25.94] spk_2:
Alright. Don’t use twitter, you’re hurting your ratios unfollowed

[00:27:29.49] spk_3:
him. If you ever our apologies to all you social folks, I’m just not a social guy in that regard

[00:27:35.44] spk_2:
now you sound very sociable otherwise just

[00:27:37.52] spk_3:
not really. Yeah. In person on zoom over the phone incredibly social online. Unfortunately not so much.

[00:27:44.57] spk_2:
Okay. And humble as well,

[00:27:46.94] spk_1:
let’s go to

[00:27:52.64] spk_2:
Something that you have on January 27. You have a training coming up, tell us about

[00:30:09.64] spk_3:
that. Oh my gosh we have, it’s a mouthful. So I’ll spit it out the sixth, annual, best free one hour cyber security awareness training ever. My colleague Destiny Bowers, who is an absolute delight and also brilliant and who have worked with for a long time. She and I six years ago started doing awareness trainings with the goal of giving nonprofit organizations and small businesses an opportunity to get all of their staff cyber security awareness training at least once a year for free in a way that would be easily accessible for them, would be fun and would give them some incentives to for their staff to attend. So not only is the training free for literally your entire organization to attend, But we offer prizes over the course of our one hour training, so people have an opportunity to win up to $100. We give out typically $100 gift card, $50 gift card, $25 gift card and then we’ll give out other gift cards or, or prizes throughout the training. But at the end we do a quiz that is competitive. And so if you win the quiz, you have an opportunity to win $100. Uh and an amazon gift card is what we typically give out. And so you can tell your staff your, if you’re a nonprofit leader, hey everybody sign up for this, it’s gonna be a fun training Joshua and Destiny will try to make an entertaining, brisk and enjoyable and you have an opportunity to win prizes. And if you sign up with your organizational email, you know, uh, tony at my nonprofit dot org, then roundtable will actually send the organization a list of everybody that attended the training from their organization. So if you have a regulatory requirement that says, we have to train our staff, you know, with awareness training once a year, this can actually satisfy that regulatory requirement. If you’re in new york, new york shield law requires that you provide awareness training to your staff. So you can literally satisfy this regulatory requirement by having all of your staff attend this training, which again, is free and not only free, but you can tell your staff, hey, you can even win prizes by attending

[00:30:14.94] spk_2:
right. Win big prizes, free, epic, best ever training. More, more humility

[00:30:25.64] spk_3:
from Joshua, pesky. Yeah, again, the humility best ever. Yeah. And we say that every year because of course every year is is just a little bit better than the previous year. So it continues to be the best ever training until someone comes to us and says, you know, actually the training you guys did in 2019 was better than this one. So I don’t think this was the best ever, but no one you would, you

[00:30:47.74] spk_2:
would have the best you, they would be saying that you were one upped by yourself, there wouldn’t be any other,

[00:31:00.14] spk_3:
I I can’t conceive that there could possibly be any other training other than ourselves. I really feel like Myspace of best free one hour cyber security awareness training, I feel like we are really are our only competition. I

[00:31:12.04] spk_2:
hope you know what the word means. There’s a nod to, there’s a nod to Princess Bride inconceivable that there could be another another entity offering, offer anything offering anything comparable in cybersecurity. Alright, so where do we go for this damn thing?

[00:31:20.10] spk_3:
It is, I couldn’t make it any easier for you.

[00:31:22.87] spk_2:
It’s very simple.

[00:31:54.44] spk_3:
Go ahead. Best dot r t t as in roundtable technology dot N.Y.C. as in new york city doesn’t mean you have to be in new york city to attend anywhere in the world you can attend? So best dot r t t dot N.Y.C. If you go to that, you are l you’ll go right to our registration page and send it to all your staff again, have all of them sign up and you can all compete together and compete for prizes, have a good time getting awareness training and we, I love doing it, it’s sort of our gift to the nonprofit community to try to provide this training and make it fun and accessible for everybody and we’ve had so much fun, we keep doing it year after year.

[00:32:07.24] spk_2:
Is there a video, If folks cannot attend

[00:32:23.84] spk_3:
On January 27, sign up as with all things, then a recording will be sent to you the day after and you can take that recording and you can add it to your learning management system. If you have one too you know onboard your new staff whatever you want to do but of course you can’t win the prizes unless you attend the live strengthen

[00:32:28.84] spk_2:
you have to be like you have you must be must be present to

[00:32:32.14] spk_3:
win. Yeah

[00:32:32.67] spk_2:
win the big prizes in the in the epic best ever cyber security training. You’ll have to be present on january 27th 2022. At what time

[00:33:04.54] spk_3:
is one p.m. Eastern time? That’ll be 10 AM pacific time. That’ll be noon Central time if there is anyone out there on mountain time I don’t know where you’re at in regards to daylight savings. I forget if you’re on pacific time or Central time now so you figure that one out. If you’re on Mountain time, I’m sorry I wish I knew people

[00:33:12.74] spk_2:
will know people will be able to extrapolate hopefully from the Eastern time disclosure of of one p.m. eastern

[00:33:54.04] spk_3:
and we’ve even had organizations who we know nothing about you know who aren’t clients of ours reach out to us and say you know they found it on Youtube or whatever and they said can we you know use this recording for our on boarding package for our own staff or do we need to pay you or do you have rights or anything and then I’ll answer that question now for all of your listeners tony go ahead. Free take it, it’s yours. So if you sign up, you don’t attend live, you grab the recording, you chop it up and use it to onboard your new staff for the next year. That makes us super happy. Do it with our blessing. Don’t even have to tell us. Thank you. Okay,

[00:34:22.94] spk_2:
we’ve now spent as much time talking about the january 27th training as we have the subject of the podcast and the video, which is the log four j vulnerability for nonprofits. He’s Joshua pesky. They don’t follow him so I’m not going to repeat his, his twitter handle but follow roundtable at round table i. T. The company is at roundtable technology dot com. He’s Joshua pesky eh, thank you very much,

[00:34:23.61] spk_3:
Joshua tony thank you. It’s been an absolute pleasure,

[00:34:26.81] spk_2:
my pleasure as well. Thanks so much.

[00:34:54.64] spk_1:
Next week Legal Outlook for 2022 with our Gene Takagi. If you’re not aware, you cannot repair 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. That’s the end of the aware repair rhyme scheme. It’s now ended

[00:35:31.84] spk_0:
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 information scotty Be with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for January 3, 2022: Social Media Outlook For 2022

My Guest:

Charrosé King-Mathews: Social Media Outlook For 2022

Charrosé King-Mathews reveals what to look for in the New Year around platform evolution and content trends in the social networks. She’s an instructor in communications at Howard University.

 

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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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[00:00:03.04] spk_3:
Hello and welcome to tony-martignetti non profit radio

[00:00:13.14] spk_1:
big nonprofit

[00:00:14.26] spk_3:
ideas for the

[00:01:42.34] spk_1:
Other 95%. I’m your aptly named host of your favorite abdominal podcast Happy new Year. I’m glad you’re with me. I’d be stricken with Lauren Jill papilloma ketosis if I had to say that you missed this week’s show Social Media Outlook for 2022 Sharos King Mathews reveals what to look for in the new year around platform evolution and content trends in the social networks. She’s an instructor in communications at Howard University. tony steak too. Lots of Good 2022 Wishes. 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 social media outlook for 2022. It’s my pleasure to welcome for her first time Sharos King Matthews, she is a strategic communications instructor at Howard University where she’s also pursuing her PhD in communication culture and media studies. She researches and writes about rest and creativity as methods of resistance and healing. Share Jose just left the faculty of N 10 after five years. She’s at Sharos CK Sure Jose. Welcome to nonprofit radio

[00:01:48.94] spk_0:
Hi, it’s great to be here.

[00:02:02.94] spk_1:
Pleasure. I’m glad you are. I’m glad you are. But tell me tell us a little more about your your research and your writing on rest and creativity as methods of resistance and healing. What what what what does that work look like? What is that?

[00:02:05.89] spk_0:
So I am you know, starting out so I’m going to be discovering what that work looks like. But I’ve I’ve always been um very interesting.

[00:02:16.94] spk_1:
I’m sorry, what do you think it’s gonna look like? What do you hope

[00:02:35.04] spk_0:
it’s gonna look well where where I’m starting from is like um I’ve always been interested in in creativity and art and being able to express oneself through artistic mediums and helping other people to do that as well. Um and I think creativity is like a a huge social driver for for change. If we look at like music and art and fashion in the way that people are drawn into movements by the ways that we can use creativity in order to, you know, engage people and get them to think about different things. Um but also on the other side of that that you know, rest is so important to creativity. And looking at the ways that, you know, systems of oppression have stifled communities, abilities to produce creative work by with you know, low wages that require them to work, you know, constantly just to be able to afford a living and you know, um well in my case as a black woman having ancestors who are brought here specifically to work and how that has, you know, our relationships with work and and you know, as opposed to living in more creative and and pleasurable life and how we can, you know, move towards everyone being able to have those more um creative opportunities and how that can change our world for the better for everyone.

[00:04:14.14] spk_1:
Cool, All right. They’re they’re interesting tensions because you’re writing about rest and creativity. To me those are in opposite. I mean, you’re you’re you’re not you’re not at your most creative when you’re resting, creativity is, you know, is activity, stimulation and then and then rest. But then as methods of healing and resistance to me, those are in opposite to, you know, you I don’t they’re they’re, you know, they’re both they’re both critical, but I don’t see them as consistent. Like you when you’re healing yourself, you’re not in a resistance, you’re not in a resistance state state. Resistance to me is, you know, agitation

[00:04:23.78] spk_0:
and

[00:04:30.44] spk_1:
and and advocacy, you know, But that’s not that’s that’s in opposite to healing, right?

[00:04:31.15] spk_0:
Yeah. So it’s like I’m thinking like the balance of the two and how you you you know, need one to have the other and and that kind of thing and seeing how they are synchronous and you know, um I just I want people to everyone to have, you know, be able to live healthier, more fulfilling lives and, you know, all of that stuff

[00:05:12.24] spk_1:
healthy but also productive and resistant when needed. Absolutely, yeah. It’s interesting. Yeah. Like there’s it’s two different spectrums to me rest and creativity, healing and resistance interesting. Alright. This Yeah, I’ll be, look, I’ll look forward to your dissertation in how many years? How many years does this program take you, do you think?

[00:05:17.44] spk_0:
So. Typically about four. I will be finishing up my classes this year and then I’ll be focusing just on my um dissertation proposal and then my dissertation.

[00:05:44.34] spk_1:
Yeah. And research. All right, very good. Welcome. Alright. It’s glad to have you. So you’ve got some savvy ideas coming, coming out, coming off the n 10 faculty as well. So howard faculty and 10 faculty. Uh I’m not sure which is more prestigious. Well, you know, Well one is, one is prestigious in lots of respects and the other has its niche in nonprofit tech. So they’re both,

[00:05:50.89] spk_0:
they’re both prestigious. They’re both quite prestigious in

[00:06:08.04] spk_1:
their own. Yes, that’s right. That’s right. Um Not zero sum by any means. They can both be highly prestigious. So you’ve got some ideas around social media trends. What you see coming for 2022. What do you see happening with our social media platforms?

[00:06:11.84] spk_0:
Some things that I’m seeing are more audio only features um like on twitter on facebook, which would be great for people who listen to podcasts. Maybe that’s that fits in well. Um and even like um

[00:06:35.54] spk_1:
facebook is facebook is coming to audio only a little slow. I mean I’ve been I’ve been podcasting since 2000 10 where they’ve been, where they’ve been, where has facebook been

[00:06:40.13] spk_0:
has been around for a very long time has been around. Yeah.

[00:06:43.52] spk_1:
But where, where they they they’re coming late to the format.

[00:07:09.34] spk_0:
Yeah. And I think so. I think that happens like with technology sometimes we, we like jump ahead and it’s like sometimes we might lose things that were good before and we have to kind of rediscover them and they, they show up in a different way in in some ways, like we see here on, on like twitter and, and facebook also, Tiktok will be um, is working on streaming. Well, it’s released in, in some countries internationally, but it’s another example of, of a platform focusing more on audio only content. Um,

[00:07:24.84] spk_1:
wait, so, so Tiktok moving away from video,

[00:07:26.74] spk_0:
Not away by audio only also

[00:07:51.74] spk_1:
in addition. Okay, okay, Alright. So, alright, so let’s talk about this. This audio only trend. Then you’re saying facebook twitter, Tiktok uh, promoting audio only formats. What do you see? Non profits are able to do? I mean, how do you see leveraging that?

[00:07:53.64] spk_0:
Well,

[00:07:54.79] spk_1:
Like are they all short form like this, Tiktok, you know, like Tiktok audio format limited to 15 seconds.

[00:09:58.14] spk_0:
So on. I know, so each of them is, is a little different. Um, I know on, on twitter for example, you can have like, um, instead of like a live video that’s going on, you can have an audio room where people are chatting, anyone can listen in, but you know, only certain people can chat. So you might, that might be good for like, um, if you’re having a panel discussion or something like that and, and maybe video is not as important to it. Um and you can, you can do it that way, especially if you are uh you know, working, working virtually in people in different locations. Um video is not as important. That can be helpful and um also like when now they have a lot of different ways that they will appear on these different platforms. Um but I think as always, and I want to say this for for like all the transfer that we’ll talk about, you know, you want to think about how it works for your organization in particular because there’s they’re popping up with different features all the time. So you have to think about how, how do we best communicate with our audience. Um so I think, you know, in short form places you might, you might share like specific snippets of your podcast. If you have, if your, if your organization has a podcast, maybe you would share specific snippets or maybe particular quotes or updates that you could share like with the photo and then um like a message that goes along with that photo, which is also, I think the benefit of that is it’s a bit of a lower um you don’t need as much equipment or export technical, know how like you would need to do in order to create a video, you know, with the video, you need to to, you might need to do some editing or you might need to create some graphics, but if you have photos, you can use those in lots of different places and incorporate audio with them, you know, um, on certain posts to enhance the, the content.

[00:10:18.54] spk_1:
Okay, okay, very interesting. Audio, audio only. Do you, Do you envision that, that, that Tiktok audio only feature will still be limited to the, to the 15 seconds.

[00:11:16.34] spk_0:
Um I’m not, I didn’t, I don’t remember reading how long it would be um but okay, so, so Tiktok is also moving into like, because they use a lot of music and stuff on their platform. They’re also looking into Tiktok streaming, like having a streaming service that is a competitor to Spotify. Um and then you also have Spotify incorporating more social media into. There’s so you see a lot of, a lot of um, hybrid things happening um between between some of these like audio and social media in particular right now and I would say we did see this a lot with with video. I mean we had vine was huge and, and you know youtube, of course we still have Youtube. Um but a lot of these things are the things that we, we already used to communicate and they pop up in different ways depending on, you know, what features are available on how the different audiences communicate with one another. Um, on those different platforms.

[00:11:40.04] spk_1:
That’s interesting, you bring up vine, how come vine went away but tick tock. It is, it is, it’s flourishing.

[00:12:39.04] spk_0:
How come, what is that? Yeah, I know, I’m fine, it was right, so vine went away and instagram at that time started having short videos too. So it was like instagram kind of picked up that short video format and then vine, you know, wasn’t needed as much because you have, you have your photos and your video on instagram then, so then we lose vine, but we have olive vines, features on a different platform. Um and I think that’s something that we really want to think critically about when we’re looking at these trends and the different platforms that come up because there are a lot of politics behind it, you know, it’s something it’s, you know, which ones have the most money, like instagram is owned by facebook, so they have a lot more money and resources and facebook is everywhere all over the globe um you know, in, in nearly every country, whereas you know something um for as a, as a um you know, contrast, we have Tiktok which what has been threatened to be, you know, shut down in the US unless they, unless they, you know, sold part of their company to an american owner. So we have things like that that are going on in the background that, you know, we have to make um certain apps, you know, have more ability to reach more people. So it’s also, it’s about how we use them and whether they are service serving people’s needs and you know, that it’s fun to use and all of that, but also we need to think about, it’s not always just, um, the audience that determine which one is a successful platform.

[00:14:29.84] spk_1:
It’s time for a break. Turn to communications, Your Communications Plan for 2022. Does it include social posts, blog posts, newsletters, your annual report, website updates, board reports, fundraising appeals. Acknowledgment messages, staff, communications, process documentation, training, documents onboarding or maybe those last couple don’t fit into your communications plan. They still have to be written. Do you need help with your writing in 2022 Turn to communications, your story is their mission turn hyphen two dot c o Now back to social media outlook for 2022, does that mean that we should not be pioneers or even maybe early adopters when a, when a platform emerges, you know, that, that we not invest time in it when it may not, It may not survive? I mean like should we wait 18 months before we jump into a new platform?

[00:15:02.24] spk_0:
I that’s a really good question because I mean that’s what we’re talking about here, trends. We wanna know trend because we want to know how do we react to these new things. Um, and two that I, I would say like for if you’re a smaller nonprofit and I’ve worked at many, you know, you don’t have a lot of resources you want to, I would like to think of think of the social media, um, managing that as a, um, capsule wardrobe. So I don’t know if anyone familiar with the capsule wardrobe defined that we have, we have

[00:15:09.48] spk_1:
on non profit capsule wardrobe will definitely land you in jargon jail.

[00:17:48.74] spk_0:
So, right. So, and so a capsule wardrobe if you think of, so you can think, I think a great example is Fran fine on the nanny. She has a very, you know, dramatic wardrobe. However, if you pay attention, she’s pretty much always wearing a black turtleneck, black tights and black shoes and then she’ll put like a fun jacket or a fun skirt on top of those things. And, and so that’s um, you know, a way to extend a wardrobe on fewer, there are fewer pieces and just choosing like a statement piece. So the way I look at that is like, um, in with your social media, you want to have good bones, good structure. You wanna have, you wanna have some image templates that you can use. And then when there’s a, you know, I just talked about images before and putting audio with them. So if you already have great images that you’ve worked on and put a lot of care into curating, you can then add these other things on top of them as these trends change. Um, I would also say as far as new platforms coming up, I think it’s always worth your time to at least create an account so that if that platform becomes more popular in the future, you’ve already claimed your organization’s name on there. Um, so that it’s easy to find you and you, and it’ll be, you know, more cohesive part of your brand. So I think that’s always worth it because that doesn’t take a lot of time. Exactly. Right. Right. Right. Exactly. And that’s fine too. That’s fine too. Because you’re, you’re putting your time where, you know that your audience is and, and you know, what’s going to pay off because, you know, without a lot of time and resources, we have to be very smart about, um, where we’re putting our focus and social media because it’s so vast when you send stuff out, it can just go out into the ether and no one, you know, it might not get traction. So you need to be very smart about how you’re using your time. So I would say like, yeah, you’re right. So you have your, your core images and the kinds of messages that you know, that you can use. Um, also this might be referred to as evergreen content content that you can use all the time. Um, you know, no matter the time of year, but it’s always relevant to, to your organization. Um, I think that’s a very important thing to have in, in kind of your capsule wardrobe, um, of, of social media fashion, you know, your,

[00:18:30.84] spk_1:
your, your capsule wardrobe, your capsule wardrobe. Yes, I scolded your core capsule. Okay. Sorry. Yeah. Um, well, I’m a guy, I want to be, you know, I want to be up. I want to be, I want to be timely. My, my time has long passed. Um, so, alright, Yes, absolutely, of course, evergreen content repurposing, you know, you want to be smart. You know, if something goes on your blog, maybe you can maybe you can pull a 12th, clip, an audio and quoted somewhere, you know, on twitter

[00:18:31.17] spk_0:
or facebook or, or,

[00:18:50.34] spk_1:
or, or Tiktok when, when the audio only features are, are, are available. Um, and then, you know, and then it could be part of, maybe it could be part of an email. Uh, maybe maybe it lives somewhere else on your website. You know, maybe it could be a social media post in print instead of audio. Um, right, so you want to be smart about

[00:19:01.84] spk_0:
right? And one um, uh, an acronym that I use for that, that I’ve heard is cope create once, publish everywhere. Okay, so like your blog post, you created it once. But then you’re using all those pieces of the blog posts in different places on your social media or your website and your blog and your emails and all of that.

[00:19:58.74] spk_1:
I love it create once, publish everywhere. So we got our capsule wardrobe. We have our, we have our cope. Okay, what? Um, all right, So this is interesting. This audio form. I mean obviously as a podcaster and I’ve been a longtime listener of radio and I think radio is just such a intimate format. It feels close. I mean, I got my inspiration for this show from radio shows. Um really interesting, you know, in one respect, it’s a, it’s a step back from, from the video because now you’re only getting really getting half the, not half the content really, but half the half the stimulation. I mean there’s the but but I don’t consider a step backwards, but but

[00:20:01.72] spk_0:
somebody, somebody could

[00:20:02.69] spk_1:
say, well, no picture anymore, what you know, but the video is the trending, but now, now now audio is trending.

[00:20:09.94] spk_0:
That’s why

[00:20:11.54] spk_1:
that’s why we need you on to make sense of this for

[00:20:14.27] spk_0:
us. For

[00:20:15.89] spk_1:
me, I’m not gonna maybe other people maybe more sad, but make sense of it for me please.

[00:21:19.44] spk_0:
So as you were talking, I was thinking, you know how you said like, radio can feel much more intimate than watching the video. And I it kind of reminds me of like reading a book versus watching a movie, the way you described it kind of like, and sometimes, you know, using our own imagination. And and with with the content that were there were there were reading or listening, using our own imagination. I think also helps us build a bond in some way. Whereas when you have a video, it’s like you don’t have to use your imagination, you can see what this person looks like and where they’re sitting and how they’re speaking and all of that kind of thing which I think takes away some of I think that’s part of like our creativity that makes us, you know, interested in having, you know, not knowing everything right away, you know? And and I um especially think like with audio, you know, you’re you’re very you’re not thinking about how you look, you’re just you’re just you’re just really um participating with the content,

[00:22:13.44] spk_1:
interesting. That reminds me of of a host I used to listen to on National Public Radio terry Gross. She she never wanted to be in the same studio as her guests, they always remote and and there was no camera feed. It would she she didn’t want the visual stimulation, she wanted to focus on the conversation and that’s it. She didn’t want the person in the room, she didn’t want to see them wherever they were, whatever studio they were in, she didn’t want to see them from there. It was just the conversation. Mhm interesting. Alright, of course I’m blowing, I’m blowing it here because I I can see you right now and we may put this on Youtube. Uh

[00:22:15.11] spk_0:
well you’re stuck with the lack of choice that people have the choice so to watch or or just listen,

[00:22:21.02] spk_1:
that’s true, you can turn your screen, you can turn off your screen absolutely, you could, you could go for the go for the creativity and, uh, and just listen,

[00:22:29.84] spk_0:
I guess it’s

[00:22:42.94] spk_1:
not so good to just watch though. That’s not gonna be good. Like don’t turn the sound down and try to read the lips that you’re, you’re missing, you’re missing too much content there, that I wouldn’t suggest doing it that way. All right. Um you think Tiktok is growing too, you have a, you have a prediction about Tiktok and instagram.

[00:24:08.44] spk_0:
Um, yeah, so I was reading this and I think, um, hoot suite that Tiktok is growing will surpass instagram um, in the number of active users. Um, and you know, that’s, I mean, we do see a lot of, a lot of the, you know, younger audiences on their like gen Z and stuff like that. Um, and, and I, and I was also reading about, um, okay, well, let me say so, I always want to be like, it’s great when companies can grow and it shows how popular they are. But I do also want to go back to, you know, what we just said about why certain platforms grow faster than others or might succeed where others don’t even though they have the same the same features, But, um, and so, and I start with Tiktok, um, and instagram and, you know, which one is popular is important for our organism, which one’s most popular is important. But we also want to look at where are our audience is in particular. So if you know that your audience is, you know, um this demographic, which is, you know, it’s um boomers who live in Arizona or, or whatever demographic it is, and it doesn’t, it’s not, you don’t see your audience on Tiktok, then it it doesn’t make um too much sense to go on there. But as we said, go and claim your account, make your space. So if you if it ever as the demographics change because that’s important to remember to demographics change over time. Um if we just look at facebook, for example, facebook was only open to university students. Um, so that was a very small demographic, but then it grew and grew. So, so we can see like these are where, where the numbers are for a moment. But that changes. And we can use that information to try to help make our decisions. But we should always remember that none of these are hard and fast rules. And we have to think about ourselves as the expert of our audiences and think about how social media is a tool to help us reach those people that that we know best

[00:25:17.84] spk_1:
and you’re good point, you know, knowing where they are and and knowing that that may shift as well, grandparents were not on facebook 15 years ago, but now it’s common. Well even before the pandemic for grandparents to stay in touch with grandkids through facebook. So,

[00:25:23.17] spk_0:
right. And, and a lot of my students do not use facebook anymore.

[00:25:28.01] spk_1:
Right, well their their grandparents around

[00:25:29.76] spk_0:
it, they don’t want exactly that’s going to look at pictures of your family and stuff, but not talk to your friends.

[00:25:36.74] spk_1:
Facebook is a perfect study in shifting demographics.

[00:25:39.69] spk_0:
That’s an excellent. Yeah, very interesting.

[00:26:26.34] spk_1:
The pioneers were driven off by the by, I think by their grandparents, they were alright, so if Tiktok Tiktok surpasses instagram, alright, so that it’s just, it’s just something I like to be aware of that Tiktok is growing in in audience size that way. And so it might be, might be a place for you to look. Um but maybe not, and we’re gonna get to the maybe not, you know, every right, every platform is not for everybody. Um but again, I love your advice about, you know, claim your claim your spot, get an account in your name, so nobody, nobody beats you to it and then you have to be creative or You know, be Tony-Martignetti two or something, you know,

[00:26:29.19] spk_0:
because

[00:26:38.74] spk_1:
they were the real tony-martignetti you know, All right, so let’s talk about creating, creating content this emerging short form audio

[00:30:11.64] spk_0:
with creating content and especially with short form, I think that’s definitely, you know, a challenge for a lot of social media accounts for a lot of our organizations, especially those that do very complex, you know, work and we want to communicate about it, but you know, this very brief, um, these very brief formats make it very difficult and I always try to emphasize with my colleagues and and reminding myself that social media is a place to direct people to more information. So like, yes, those clips are very short. But you want to make sure you’re using that to direct people where they can get more information. Words, you know, whether it’s, you know, signing up volunteers or donations or or what do you want them to do after? Well, and always have some kind of idea of what you of um, what each of your posts are doing for you. So you don’t wanna, you know, just put any kind of content out there. You have 15 seconds or, or however short the clip is and you want to make sure that you’re, you’re, you know, getting the most out of your time. So, um, when you are like, again, we will go back to the capsule wardrobe, making sure you have those solid foundations, creating some, some graphics that you can reuse. Um, but also, you know, look at what your, your peers um, uh, similar organizations are doing also what your audience is sharing, even if it’s not, you know, specific to your organization, you can see what your audience is interested in and how they are spending their time. Um, I often, you know, in my, in the course that I was doing with the intent, I would often talk about thinking about walking through the day in your audience in any of your audience members shoes and thinking about how are they spending their morning? You know, is that a good time to reach them and, you know, what kind, what are they doing in the morning and how might, you know, your work relate to that in some way. Like if somebody, you know, spends their morning, you know, watering their garden and you are, um, you know, an environmental organization and how you can um kind of show that you have common interests there and relating to what they’re interested in. So looking at looking at what what they are already interested in, but also looking at what some of your competitors and, and similar organizations to yours are doing, and, you know, identifying not just looking at what they’re doing and copying them, but looking at what they’re doing, identifying what works and what doesn’t, and also how you can put a spin on things for, for your brand, um, you know, there’s, there’s a quote, like good artists copy great artists steal that. So, so we want to, so it’s, it’s, it’s, you know, perfectly legitimate to look at what other companies are doing and and try them um, in your own way. Another thing is there’s nothing new under the sun, So all of these ideas are we’re regenerating and, and recreating and which is creativity, you know, thinking of these things from all these different places and they come together to make new things. Um, so when you’re thinking about about your content and how to make it, you know, engaging. You want to go back to the things, think less about the technology and think more about, you know, the very essence of good storytelling and, and you know what makes a good photo making sure that they’re good quality and all of those things can will take you a lot farther than thinking about um friends and and styles because they change so quickly.

[00:31:48.34] spk_1:
It’s time for Tony’s take two. Yes. You have my good wishes for 2022 for the new year. I’m I’m always optimistic at the beginning of the new year. Even when all evidence maybe to the contrary. I still, I don’t know. Uh Pollyanna naivete, blissful ignorance. I I don’t know. But every year I’m optimistic. So I’m optimistic about the new year. And you have my good wishes For your 2022 for you, your family, your work, your nonprofit, all those, all those things that are important. I hope 2022 is very good to you for all of those things in all those different ways. That’s it. My good wishes for the new year. That is Tony’s take two. We’ve got boo koo. But loads more time for social media outlook for 2022. Alright, that was a lot of excellent. So let’s start with calls to action. You want, you want, you want every piece of content to have some call to action, learn, learn more volunteer, donate, sign the petition.

[00:31:53.34] spk_0:
Even if it’s not a direct call to action, like, you know, sign up. Even if it’s, but even if you know the purpose like, okay, we are interacting with this audience member in order to, you know, build a better um relationship with our audience. Always make sure that that you know why you’re posting and you’re not just spending time sending things out because that’s that’s where you start to, you know, sink all your time into something that might not be paying off

[00:32:51.44] spk_1:
and in in short form audio. I mean if you want folks to go somewhere, maybe two learn more or you know, if there is an explicit call to action, learn more at a landing page, maybe you’re testing the, the, the outcomes so you have a landing page or whatever it is. Short form audio that you have to devote part of your 15 seconds to reading a web address.

[00:33:47.34] spk_0:
So with the, the short form audio, it’s always going to be um in a place they’re gonna have to be looking at something to click on it or have some kind of text with it in order to like it’ll come up in their feet or something like that. So whatever description um or you know, sometimes you, I mean in most places you can comment even beneath yourself. So wherever you see any opportunity to put in that information um is important um to do that. But as far as you know with audio as well, I think it’s also sometimes I see um and that’s actually not, this is audio and text but sometimes I’ll see like very long you RL’s um and I think it’s important to remember to use a U. R. L shorter I think um definitely. And when you’re doing audio, whether you know short for more or a little longer and you want to include a U. R. L. Make sure that you use like um Bentley dot com or something where you can customize it to be something easy to remember and you don’t have to say http excuse, you know, all of

[00:35:08.84] spk_1:
that. Uh I like to go even further. I have, I bought the the vanity domain, you know, tony dot M. A. So I could do tony through M. A. I think is Morocco. I’m pretty sure I bought that. I think I’m every two years I paid the country of Morocco I think I’m pretty sure that’s M. A. Um it’s not Mauritania, I think it’s more, I’m pretty sure it’s Morocco. So yeah, so tony-dot-M.A.-slash-Pursuant I can say, you know, non profit radio uh email sign up, you know whatever whatever. Alright so that may be worth investing in a little vanity vanity shorter too but but bitterly of course we like. Yeah, I like free resources. Absolutely. Um and then you mentioned peers, you know, evaluating what your peers are doing, what others see what other nonprofits are doing. So you mean literally looking at there at their feeds and and, and different platforms and see what they’re talking about and how they, how

[00:35:35.64] spk_0:
they talk, yep. And so you should definitely be following your pure organizations. Um, there are also a great resource for creating content. Not just, you know, if you, um, work together sometimes on on a shared project, um, you can help boost each other’s visibility on social media. But you do want to be following following your peer organizations also, you know, as a social media manager. Um, you tend to befriend the other social media managers because you know, you said, you know what other each other are going through. And so that’s actually a great community and um, following each other because then you can reach out to each other. Help. Help because you’re you’re in it for the, for the same cause. So it’s like you’re boosting the same content and and you know, helping achieve your mission overall that both of you want to achieve.

[00:36:27.33] spk_1:
That could even lead to some deeper collaboration. Maybe, you know, I’ve, I’ve had guests talk about the possibility of uh, like doing giving Tuesday, you know, combined campaigns. Mm hmm I don’t remember other examples, but but you know, just shared promotion. Pre shared projects, your promotion

[00:36:38.43] spk_0:
and one of the ones that I’ve had the most success with as far as partnership and shared promotion is um well I don’t see them as much anymore, but for a time there were twitter chats were pretty popular. Um I don’t see them as much as I used to, but whenever I’ve done them, I we would always get like tons more engagement um with our content. That was one of our I will put that on twitter chats and and tweeting at conventions. That is when we would get the most followers, the most retweets the most engagements generally. Um and now I’m thinking, you know, with the twitter um audio rooms and stuff like that. That could be instead of having a twitter chat where you’re typing it out, maybe you have people come in and listen to your panel discussion of experts talking about whatever the theme is and um introducing people to, to your brand that way.

[00:37:32.13] spk_1:
Cool. Excellent ideas. All right. You recommended paying attention to what your audience shares. Mm hmm. So you know what you want to you want to do more of what’s popular and less of what people think? Sucks. Right.

[00:38:48.32] spk_0:
So, um yeah, so, well, before I was a lecturer at Howard, I worked in the office of the Vice President for student Affairs and I was managing the social media there. Um and the school environment especially important to watch what your audience is saying because we didn’t need to watch for any problems that are coming up and stuff like that. Um but that’s the kind of thing I think you you want to look for generally and not just you know, problems um not doesn’t have to be something dire, but you know, what is, what is your audience concerned about that your organization can help answer and um you know, what are the problems that they encounter or the ways that see that they that they feel the issue that you cover, how that impacts their lives. So sometimes it might be looking at, you know exactly what they’re posting, exactly what they’re saying and sometimes it means more about like you know looking at overall and kind of observing, you know what you um you might even notice like challenges and things that come up that that your audience does not. Um but you can perhaps you know show how your work can help with these things that they may not even notice our issues um relating to your organization.

[00:39:06.62] spk_1:
What about the use of analytics to uh to evaluate what what your what your folks are sharing is that can that be valuable there?

[00:41:00.61] spk_0:
Absolutely. You should definitely be um keeping track of your analytics if you so if you don’t have a dedicated person who can look at the analytics every month, you at least want to be downloading them. So you have them um whenever I have started a new position as a social media manager. one of the first things that I do is to go to, um, all of those social media accounts and download as much of their um, analytical history as I possibly can. So if you’re already keeping and, and the thing is some platforms that you can’t go back any farther than a couple of years or a couple of months. So it’s very important to get that right away. Um, even if you can’t look at it consistently, because one day if you, if you do have someone who’s able to dedicate time to that, they have tons of content to go on where they can look at, you know, oh, we had a huge jump in in subscribers um, at this time and then they can go and look at, well, you know, what was going on at that time, What did we post? What was drawing in so much engagement? And so that’s why you really, um that’s why your your analytics are so important and it’s thus about like looking through them every day. Or I’m sorry, every month or so, um, because you know, if you don’t have a dedicated person for that, that takes a lot of time. But being familiar with, you know, around how many followers you have or being able to see the trend of, you know, what is normal engagement for us. So that then you can see when you do have a huge spike, you’ll be easily able to identify like oh here’s where that came from and here’s how we can duplicate that success also because that’s another thing you want to think about. How can we do this again? Um how can we use it for a different campaign or or in what other ways can we can we benefit from you know this content that we that did so well

[00:41:05.01] spk_1:
which are the platforms that you think have the better analytics.

[00:42:49.90] spk_0:
I definitely have opinions about that. Twitter, Twitter has great analytics um you will find so in um in a lot of communications scholarship like peer review journals and stuff when they’re when they’re talking about social media they will often use twitter twitter analytics because they’re the easiest to access. So twitter makes it very easy to to download all of your analytics from your account and put it in an Excel spreadsheet and then from there you can do whatever you want to do with it. Um there are on the on the other end I would say like for example instagram you cannot you have to go to like each individual post and see how many how many had right? So you have to type them in and yeah so and and that that allows um face meta now meta to have you know um more control over that content. Um The facebook analytics I are pretty good but again they are there, you kind of have to keep them within facebook Um So it’s harder to you know take them out and analyze them in different ways. So any platform that’s going to allow you to download them in an Excel spreadsheet is ideal. Um But you know sometimes I have had to go through and I’m writing typing them in individually from instagram. So and and that could that could also you know be a factor in deciding which platforms that you spend most of your time on because you know if you if you are focusing on if you make if you want to focus a lot on your analytics you wanna and and you want to have a platform where you can easily download them and it doesn’t take a lot of extra work. Um So you know these are all things to think about when you’re when you’re deciding you know what works best for for how you present on social media.

[00:43:15.50] spk_1:
What’s another one that’s good besides twitter Analytics one judging the analytics.

[00:43:20.00] spk_0:
I mean I do I like facebook uh the analytics that they that the way that they’re analytics

[00:43:27.47] spk_1:
are in the

[00:44:20.59] spk_0:
classroom right? You can’t export them. So um I’m thinking I mean for the most they tried there so you can I would also recommend. So I don’t know of twitter is the best ones, I don’t know of any other other ones don’t really compare to that but yeah but twitter is also starting to lock down um some of that like it’s not quite as much um data as you could get it before so um but there’s also you know platforms where like Hoot suite for example where you can have multiple social media platforms and see your analytics aggregated there. I do caution though that when you use um you use one of those platforms um the numbers might be a little bit different like there might be like some lag time between you know twitter and twitter on Hoot suite you know so um and also like the labels and the way that data is is labeled so you know on one platform a certain action might be called interactions whereas on another platform they’re called engagements and how they measure each of those things and what they’re called could could be different. So it’s just you know making sure we’re watching for those.

[00:44:52.69] spk_1:
Why would like a twitter start restricting the the robustness of the of the analytics the way you just said they’re they’re they’re tightening that up. Why would they why would they offer less?

[00:45:01.29] spk_0:
You want to charge for it? You want to start

[00:45:03.45] spk_1:
charging a fee to get it or

[00:45:29.19] spk_0:
you know what that’s and you know we we don’t know until they until it’s public. So that is 11 thing that could, I’m I haven’t um I’m not sure why it’s more difficult to get information but you know it’s beneficial to companies you know that information is money to them. So it is beneficial to them when they, you know, have proprietary um keeping content that that is valuable to them. I would um but twitter,

[00:45:43.49] spk_1:
they could have it too and share it with us too. I mean they’re they’re only sharing it with users. Users can only get there there little bit. The company is welcome to aggregate the hundreds of millions of users. They can do whatever you want with your proprietary data. But let me have my little share what are you taking in the era of transparency? What are you taking my little share away for?

[00:45:57.29] spk_0:
You would think, But I don’t know. All

[00:46:36.38] spk_1:
Right. You don’t have all the answers. Nobody does know these black boxes that we’ve all signed onto 2020 years. Sometimes they’re more annoyance than than than than additive but sometimes not not, I’m not, not saying I’m I’m opposed to social media obviously, but they can be very annoying, very annoying. We don’t even, we could spend a whole hour talking about facebook or a day about the annoyances behind facebook and in the shift from organic to paid, it’s just to me it’s just corporate green. All right.

[00:46:39.48] spk_0:
But I think a lot of that is, you know power from the users and putting it back in the hands of the company because users do have so much power and we have a lot of their ideas come from the users that are using the platforms. So I think it’s, you know, wanting to control how, how people use that platform and the information that you can get from it.

[00:46:59.28] spk_1:
Yeah, I mean,

[00:47:03.77] spk_0:
it’s

[00:47:28.88] spk_1:
exploitation. I mean, I’ll use, I’ll use facebook the most egregious example as, as the example, but you think goaded us all in, you know, they have 2.5 billion users now, a third of the planet is they, they brought us in and then they, and then they shepherd uh, you know, much less organic reach now. You want the same organic, you want the same reach, add pay for it, pay for it, pay us pay Goldman Sachs and uh, and you can have that, we have your reach back that we gave you originally and you know, it’s, it’s egregious. It’s uh, just exploitation.

[00:47:43.38] spk_0:
And I, I feel like social media has so much power for bringing people together and, and so that’s why I caution about like with trends and stuff we do need to be critical about, you know, is this trend, was this trend created because it’s something users wanted or because the company needs to innovate and grow. You know, so that’s another reason why you can wait and give yourself some time to see which trends are taking on and what makes sense for you because you don’t want to just be throwing your your time into this machine that is just there to make money for them. You want to make sure that you’re getting the best value out of that,

[00:48:37.77] spk_1:
what a beautiful segue to, to a closing section, let’s talk about, you know, every every platform is not for every non profit you know, you’ve you’ve made the point already, you know, you can uh squat on your account, you create your account and just and just squat it, hold it, but but every, you know, even the bigger platforms, we don’t have to be everywhere.

[00:48:42.07] spk_0:
Exactly, so,

[00:48:43.29] spk_1:
you know,

[00:50:17.66] spk_0:
you definitely right, so there are like you and this is something I say in my class to like in learning about social media and there’s constantly new stuff, you do not have to know everything about it, you do not have to be on every platform, your audience is not on every platform, no single person can manage all of the social media accounts that their social media platforms that there are. So I think the most important thing, you know, is to get back to that good structure and knowing who your audience is and um how to communicate with them and then, you know, using the different quirks of those social media accounts and different features to, to tweak that, but um as far as, you know, you might also want to think of as we’re talking about, you know, these big companies and what data they’re keeping and control and stuff like that, that might also be an a factor in deciding which platforms you’re on like um, back to N 10. Um, and 10 is no longer on Facebook because you know, the, some of the business practices that Facebook has used do um, do not, you know, does not work well with end transmission and the ways that they operate and you know, those are things you have to weigh that. Um, you know, if a lot of your, your audiences on facebook and that’s the only way to reach them, then maybe, you know, you do stay, but you know, you have this understanding of like um, that there are issues and were working around them and trying to make the best of these environments, but you know, they are businesses and so we need to be smart about where we’re spending our time.

[00:51:22.46] spk_1:
Excellent advice, very savvy. Thank you. All right. Sharos King Matthews, you’ll find her at narrows A C K. I’m gonna spell her name so you can find her C H A R R O S C King, Thank you very much. Great, great advice. Thank you my pleasure Next week, the log for j software vulnerability with Joshua pesky, eh, 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. It may be a new year, but some things never change. Our creative producer is

[00:51:23.54] spk_3:
claire Meyerhoff shows. Social media is by Susan Chavez. Marc Silverman is

[00:51:28.24] spk_1:
our web guy

[00:51:41.66] spk_3:
and this music is by scott Stein. Thank you for that. Affirmation scotty. You’re with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out

[00:51:43.14] spk_1:
and be

[00:51:53.36] spk_3:
great.