Nonprofit Radio for October 4, 2019: Beyond Local & Online To IRL

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Emma Togni: Beyond Local
We’re talking about scaling your community. Want to go regional? National? Global? Stay online or move to IRL? My guest from 19NTC is Emma Togni with Social Techno. This is our last of 32 19NTC interviews.

 

 

 

Amy Sample Ward

Amy Sample Ward: Online To IRL
Amy Sample Ward continues our convo and focuses on in real life community building. Drawing on NTEN‘s experience, she has strategies for growth and local empowerment, and shares resources. She’s our social media and technology contributor and NTEN’s CEO.

 

 

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Hello and welcome to Tony martignetti non-profit Radio Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d get slapped for the diagnosis of trypanosomiasis if you infected me with the idea that you missed today’s show beyond local We’re talking about scaling your community. You want to go regional, national global, stay online or move to in real life. My guest from 19 and T. C is Emma Tony with social techno, and this is our last of the 30 to 19 ntcdinosaur views and online to i r l Amy Sample Ward continues our convo and focuses on in real life community building. Drawing on intense experience, she has strategies for growth and local empowerment and shares. Resource is she’s our social media and technology contributor and intends CEO Tony’s take two planned giving thievery responsive by witnessed e. P. A. Is guiding you beyond the numbers. Regular cps dot com Bye Cougar Mountain Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn to communications, PR and content for non-profits your story is their mission. Turn hyphen to dot CEO and here is beyond local. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. That’s the 19. That’s 2019 non-profit Technology Conference. We’re at the convention center in Portland, Oregon. All of our 19 ntcdinosaur views are brought to you by our partners at ActBlue free fund-raising Tools for non-profits to help them make an impact. But I’m right now with Emma Tony. She’s a marketing manager at social techno and, uh, welcome, Emma. Thank you. Thank you, Tony. Does it have you? Andi, your topic is creating global communities online and in real life. So we’re talking about scaling groups. So you might have a local group. Might be a tech group. Might be a healthcare group for chess playing or dog walking. I don’t know. You have a community, local community somewhere. And we’re talking about scaling that you might not go global, but maybe you’ll go statewide from town or national to st. You wantto You wanna help us do that? Yeah, s o in Texas. We are actually a global community. So we round in Italy, as social tech knows essential enterprise. The text of global Network program. So actually we are. We have been scaled by a tech soup and precisely in, especially in Italy, we have different kind off communities. We are building up in the third sector. Um, for example, we gather people from different sector. We didn’t the non-profit one that help and we enable collaboration and relationship with between these kind of people. And we help to connect this people with other organizations abroad. So we really believe in the power off connecting people around the world. And we do this via, for example, train activities or out of events we do in Italy as well as in the Europe will get a chance to dive into the details. But you’re doing this both online and in real life. Yeah. Where you based in Italy were busy. Milan, You’re in Milan. I have spent a little time there. I flew in and out of that. Malpensa is the airport. Yeah, but I’ve spent a couple nights in Milan. I know, but I’ve been to really I’ve been totally five times. Uh, from Rome. Naples, way down South Georgia. Toto, which is in Calabria, of course. Vonette Cia, Forenza Bland Palermo. Ging quit arika. Yeah. Come back, durney. I have I will again. But I have been back many times. There are other places to visit to after I think they have to be more egalitarian about my my international travel. You spread it out a bit. Um Okay, So, um, how do we get started? I suppose we let’s ah, let’s say because more likely for our listeners, Aaron Small and midsize non-profits. So it’s more likely that there let’s say their local or they might be statewide and they want to go from they want to go to statewide if their local or national you know, if they’re if they’re statewide, how do we How do we get started? We have this ambition. Now what do we have? How do we channel our ambition? Thio, meet our goal to be statewide national. I would say Let’s start from your mission. If your mission is, um is strong enough and it’s it’s scalable. Let’s say so. If you have a mission that could be actually spread it around the world. So stuff from that and ask yourself what’s the best? The best way to scale this mission around the world. For example, in tech soup, we do have the mission off building a bridge between no profits and the technology and to empower non-profits in the use of technology with air. Well, they’re on a mission. So beginning from these, the statement we were like, What’s the best play to the best way to, you know, to do these two actual to deliver these mission around the world is to be partner off local s social enterprises around the word. So actually, the Texas back-up program is round by social enterprises. Locally, look for look for local partners. Exactly. Get started. Exactly. So our claim is they need these global and so we are. So they need is the need for technology and the use off a technology from the non-profit secretaries is something that it’s global, but only the local enterprises, Maybe they do have that knowledge about the non-profit locally, that is, that enables the tax up to, uh to run their their mission locally. Okay, so they have the knowledge off the territory, the knowledge off the third sector in the nation. So this is the model that we use. So think about the mission and the better as well. The business model that can fit. Because, of course, there’s gonna be local expertise. Yeah, you know your scale. It’s it’s expertise in a in a nation, my example. It’s local. It’s expertise a little broader in your state or in other states, um helps to have that buy-in and on dat knowledge of culture then and also because you’re your topic and we’re talking about in real life. So ultimately, we want to get not just from online communities. We want we want to be meeting face to face. And if you have local partners, you’ll have maybe some brick and mortar. Or at least you know where you can gather. You know you’ll have those local contacts. Yeah, for example, we do have a known online platform that we share with the older partners off tax, which are more than 70 in 230 plus countries in the world. So we have this platform in common, but actually, when it comes to real life, we really rely on the initiative of the single partner in the nation. So, for example, in Italy, we do a lot off local events around around Italy to help non-profits to get access to the technology as well as food and wine events. Absolutely absolutely Happy hour thing. Part off the key important meeting in the morning after hours. Exactly Good. Yeah, it’s a good way to networking actions, so you need in person over food and drink. It’s time for a break. Witness C P. A’s They had a wagon are on September 25th. It was exempt or nonexempt. Forget it. You missed it. But you do know that you still need to classify your employees correctly. So don’t worry. You got nothing to worry about because you watch the archive. You goto Wagner cps dot com Click Resource is and recorded events that simple. Now let’s go back to beyond Local Let’s see what else we talked about flexible of programs, programs that adjust to the local culture. How do you, um, how do you think about that? And you met you make those adjustments and have that kind of flexibility. When you’re you’re a global organization, you’re there. So there is an umbrella organization. There’s gotta be some structure, but you want to be flexible enough to accommodate other other cultures to how do you balance those? Yeah, for example, tech soup. Global rounds tax, of course, is mainly online. So and we decided to go for these models. So we do provide courses online, but as well as in person. So because in Italy will are a small country, right. So we have the possibility off also for the location where we are small, small, but beautiful. Exactly. So we are the capability to reach out to people, to gather people in a room and to deliver workshops and also in tailor made courses and train activities in house like we go to the non-profit and we hold workshops on their premises. So, you know, disease are kind off. Um, this is the way we scaled program, which is international, about the courses. And we adjusted to the specific reality off the Italian lorts sector. Now, tech soup also needs to manage language language barriers. Now, in my example, we’re not gonna have language barriers, Although somebody from the north might not understand someone from the South. But that’s more mindset, I think, than language and language. But in your case, how do you overcome barriers of language for an international organization? So we partners off tax super. We have the zoning platform where we all work together in on. Actually, the off course. English is key to collaborate, but also all the materials, the tool kids, the marketing materials as well that we share our translator localized by the single partner. Also because, um, it’s not not not only a matter off translating the words, it’s some better off finding the right communication words for your audience. Because if you talk about, for example, digital transformation, you have to, ah, took with the words off your audience. So it’s not only a matter off translating from English, it’s a matter off getting the same wavelength off your audience. So it’s on this kind of work. Okay, okay. So well, there again, you have your local partners think valuable for that. Um, so tech soup has, uh, they have their social events as well? A CZ. You want to keep it social too? I mean, aside from the learning the learning environments, do you have just purely social events as well? Is that valuable? Yeah. In Italy, we do a lot off local events with our donor partners, For example, you know, Google Airbnb. Microsoft s so big brands, Um, and the in-kind off events locally that we we host our training activities mainly. So we have we Our mission is to build capacity and digital competences your sector. So we do. Do you have some social events also that are not training oriented? Just pure social? Um, yeah. Networking events with some began NGOs are ampules in the in Italy yet, you know, to spread the voice about tax soup to build strategic partnership and relationships with some non-profit organizations in the territory s Oh, yeah. We do have also live events on Facebook as well, because it’s a It’s a community, which, where, um, that it’s built on online and offline. Is there also? Ah, you know, people Facebook. Facebook is annoying. A lot of people I see, I actually see. I see a lot of people moving to zoom video over Facebook live. I’ve done that myself. But I’m not just using myself as an example. You got the idea from a lot of other people. Okay, Who? I’ve, um I just I just see getting away from Facebook live. I’m invited to fewer Facebook live events, and I’ve been invited to more zoom events in the in the past year than had been in previous years. Yeah, this is a good example off and not a scalable tool. Because if I if I you would do ah Azuma event in Italy, they wouldn’t understand even what zoom is maybe no. So they must use use the tool for prom M peels in Italy are eyes facebook. So you need to ask yourself, Where is my audience? You’re internationally. Zoom is not exactly so. You need to ask yourself Where is these? May be a great idea. Maybe we do use, for example, tools that are not used by at the other impurities in Italy. But not because we are enthusiastic about the tool is that means that it’s used from from Iran. So I really have to be humbled to ask yourself, Where is my union’s? Am I willing to reach out to them where they are, where they’re very good point? Yeah, you’re right. Zoom is not international. And Facebook. Facebook is a big advocate of zoom. Yeah, but absolutely right. Good point. Thank you. Um, you also made another point about corporate sponsorships. If you’re going abroad or you’re just going beyond your own communities. I’ve been saying, um there may be a sponsorship opportunities for for your events in the places where you’re expanding too. Yeah. Could you mentioned Airbnb and, uh, Microsoft? Yeah. Or, for example, with Amazon web services. We did our road show, which is actually international. So we started over in in Italy. It’s basically our train activity about all the services off Amazon for the non-profits. Um, so we started in Italy, and they got enthusiast about this this kind of event. So they scaled in the UK and in Australia working alongside with the local Texas partners. So this is on. This is a good chance to get funding for, for an event, get the non-profit trained about that digital tools and make everyone happy. Another possibility. Overlap between doing international work and maybe and going national is time zones. How do you How do you overcome internationally? You can have 12 hours difference, but nationally, you know, if you just if you’re going from your state to the country just three hours difference, but that can That can make a difference. How do you What’s your advice for overcoming time zone differences, We plan ahead. So if we have to work with the U. S colleagues, for example, we plan Thio, you know, to make the actions Radi before you know the time zones. Um so actually, we we use a lot off tools for project management. A share with the colleagues. Ah, lot off. You know, also teamwork, um, tools that help us to keep up to date with the medical leagues. So, yeah, we really rely on these kind of tools, like slack or yeah, So we leave that. Okay? Yeah. I live on a little more about having things ready in advance. What do you mean, there? Eso? Because we have a lot off that lines, for example, for launching a new product for launching a new program which is international. So we are alerted by the US colleagues, and then we plan ahead or our actions so that when they when they say we go live on this day, we are already we are ready to be to be live. Um, you talk some about threats of closing civic spaces. I don’t know if that could happen in the U. S. It seems like anything could happen these days, so I’m not gonna discount that possibility. What? What? One of the problems there first. Before you get to what? What you do too, to try to help prevent that. But what problems do you have about closing of civic spaces? Um, we don’t have these big issue in Italy, to be honest, but we are experiencing Ah, great reform off the off the third sector, which is like shrinking the power off non-profit toe, make a greater social impact in terms off hyre toe toe, make the, for example, some restrictions, some fines as well a taxation. They are getting higher and higher. So you know these These are little adjustments to the low that actually prevent ah, no profits to have the freedom to act finds for what? For purposes finds for what reason? Because And the main finishes suppression. What’s the What’s the reason? Yeah, The main issue is they want to get rid off the little organization that the head doesn’t have, ah, social impact. So the little months made up off 1 to 2 people, they want to structure them as an enterprise or as our structure impute so they don’t want to have a long tail off the sort of sector, saying that there are billions off non-profits that they have just the label. But they don’t do actually something impactful. Back-up uh, what’s telling What’s the reaction among the third sector in Italy? Thio. Making operations more efficient? What’s the reaction? There is a lot of buzz. Ah, and also they are forced to publish, like a balance sheet off their activities and our social impact kind of assessment. So we expect super. We’re trying to help them to a bill this kindof assessment off their activities to be published online. There is a really a blurriness around this topic in Italy now because the reform is not published like formally now. So we’re still waiting for, you know, news and updates from the government. So this is a government agency that would yeah, coordinating all this data elearning on deciding which organizations can continue non-profits and which have to be enterprises incorporated as enterprising. And it’s becoming also like a requirement to be, um, at a certain point, digital s o. They are calling the third sector to be digital transformed, you know, So because this is our kind off our requirements from the low so way are trying to, you know, work with work week with the no profits toe. Get them trained. Is that Is that a change that could be legislated? Cannot be Yes. We all should be using technology smartly. It makes us more productive. But is that is that a change that could be give you created by government? Fiat Yeah. Okay, I get to I give you Ah little example. For example, now in Italy, it’s ah, it’s a low to make the voicing Onley digitally and Elektronik Lee so can’t have paper invoice anymore. No, no, no, no. For commercial. This is for companies also not just for the company itself, for from the small medium and large enterprises. So if your name Asmal our medium impose, you have to be ready for the electronic invoicing. So this is a trick, right? So you if you don’t have some digital skills or technology competences, you’re not ready to deliver the service. So this is an example Floor Yeah, s So what is the little what? What is the little, uh, a little past each area? How did they How did they take of the fruit flavored order on the corner. How did they How did they comply with this? I’m not sure they are involved in this kind of legislation, but for sure, the medium big M peels and enterprises are, for example, we as a social enterprise. We do deliver Elektronik invoicing now. Well, yeah, next to tech soup can I’m worried about All right, So you’re not so smart s o. So maybe it’s not the smallest businesses, or they are like, I suppose you just have three or four people. Family, family? Uh, yeah, family business on the corner. Uh, they are they covered by this way are 10 to 15 people in Texas, Italy. But we are, um, coping with, ah, lot off appeals. And we have the, you know, the donation program and the all the services. So we are absolutely involved in this in-kind off legislation because smaller non-profits are encompassed by that. Okay. Uh, no, you’re very interesting. He’s from the word. Pardon me news from from either in the world. Do we still have another five minutes or so together? What? What else? What else would you like to share on this topic? that we haven’t talked about yet. Um, for example, I’d like to share the fact that I would like to scale this kind of vivendi and 10 in Italy. Son was wondering if it’s feasible, actually, because it would be really interesting for the third sector in Italy to have this kind off initiative. And so, yeah, you doctor and 10 about that. Not yet. I knew some some off the text Super advisory board. The stuff easy involved in the intent is helping. Intend to plan this out? S Oh, yeah. Let’s see. Let’s see. I went to a I went to a fund-raising conference in Italy. I spoke at a fund-raising conference. Um, it was, uh, first of all, it was festival del fund-raising. Wow. Do you know it is their most probably five years ago or so? What’s the name of the man who runs the radio? Dellaccio Melinda. Melinda. You know Valerio durney? Well, he was teaching a columbia for a couple of years. Is he’s busy back home in Italy now, or Yeah, New York. No, no, no. He’s anything. You know, I met him when he was teaching at Columbia. Yeah. Valerio invited me Valerio. Melinda? Yeah, like this. We have friends. So he he holds a really interesting event about fund-raising. So we have the first of all. Yeah. Yeah. Still seal were sponsor off the this kind of event of sex of Italy. And also, we were trying to do the same four months off land about but about technology, so it would be really interesting. Okay, so there will be a intend Italy. So you know that I would come, I would come and I could talk about podcasting. Yeah, I heard there was a very popular podcasting workshop here. I could do a podcast in workshop there. Have how to start a podcast. I could actually. Oh, yeah. At the festival del fund-raising. I was talking about my other work, which is planned. E-giving. It’s a It’s a form plane. Giving fund-raising would Wouldn’t Wouldn’t be good for a tech soup. Confident I could totally do my other. My other friend in Italy is, uh, where this goes way back. My first trip in Italy. His name was Mario Bootsy. He’s not You don’t know Mario, but he’s from Milano, actually is from Wow. But But this was my first trip to Italy was in 1990. Notes. I graduated from law school. Was that 19 2098? No. When did I graduate from law school? In 1989 to 92? I graduate in 1992 So let’s go back to 1992. You were very young. Then Mario, Bootsy and I met. We were sitting next to each other at the We were there to see Aida at the Baths of Caracalla in Roma. So he’s a He was a bartender. He was a bartender in Milano, but he was on. It was August. He was a foregone stow the August vacation time. I’m not saying that for you listeners, you don’t know if argast Oh, is. It was for a ghost. Oh, so he was on vacation in in Roma. Um, I bought a ticket there, Aida at the Baths of Caracalla, which, of course, operated live operating room. It was a four or five hour production. There were live animal, there were camels and tigers and well, it’s the desert. Maybe the Warren Tigers. But whatever, there were camels. There were camels on the stage and Mario boats and and there were two intermissions because it’s so long. Mario Boats and I I spoke just a little bit of Italian poker, and he spoke even less English. But he and I carried on so well during the intermission, we had drinks together and then we walked back. He we left and we walked back. I walked back to my stay Attila pin pin Cioni on, uh, he was going back to wherever he was staying in Rome for his vacation time, but we got along famously for well, like a five hour production in another hour and 1/2. Walker’s because a long walk And I thought, You know, if the two of us Me and Mario Booty the new law student, the new law grad from I’ve been to law school through law grad from the U. S. And the bartender from Milano and we could get together this way and neither one of us has treyz translators. I thought, you know what a way to bridge differences over over Aida Karnak Ala was created because of me. Then community and I, we were in touch for a while, and then we’ve fallen out of touch instead. But But I still number his name? Mario. Bootsy. You have to come back. Oh, I’ve been okay. All right. I guess usually I let my guests wrap up, but I just Did you take the last few minutes encourage boards of encouragement? Um, stimulation, You know, what would you like to close with? Um, I would like to to tell to older non-profit sector around the world to be courage enough to take all the, um, their mission and their competences within the organization to strive to do the best to make our social impact, which is, ah, related to their territory specifically. And don’t forget to death globally and go global. All right. She is Emma Tony, marketing manager at Social Techno. And you are with Tony martignetti non-profit radio coverage of 2019 ntcdinosaur profit Technology Conference. Emma, thank you very much. Thank you. Thank you, darling. Thank you, listeners. Very, very gracious. And all our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising Tools to help non-profits make an impact. Thanks for being with us. We need to take a break. Cougar Mountain software designed from the bottom up for non-profits. Simple to use phenomenal support. Can you say that about your accounting software? Have you got accounting software? You’re not still using Excel spreadsheets? I hope not. Please don’t tell me that. Cougar Mountain. If you’re in any of those situations where you can’t say yes to all those things or you’re still using spreadsheets, check out Cougar Mountain. They have a free 60 day trial. You’ll find that you know where on the listener landing page at tony dot m a slash Cougar Mountain. Now, Time for Tony. Take two. I was accused of being a thief. Um, this was by a niece years ago who did not trust me with her aunts Jewelry. This is back when I was a nem ploy e a director of planned e-giving. What she said to me was just incredible. Um, she was, uh, she was trying to ask. She’s actually trying to curry favor with me because she wanted me to reduce the university’s interest. I was working at the University of the time, interest in an estate, and she was a beneficiary of the state. So if if I was willing to accept less for the university, she would have got more um it doesn’t work that way, but she didn’t understand that on dumb. Amazing. So she went so far as to accuse me of being a thief. And you just have to check out the video. Thio, Hear the full story? That’s with Peter Heller. He hosted me on Heller Consulting Group Video. Siri’s. You’ll find the video, though, on my site at tony martignetti dot com. And that is Tony. Take two. Let’s do the live love. It’s gotta go out If you’re listening live The love goes out to you wherever you are If you’re in New York, New York if you’re in Beijing Uh, who else checks infrequently? Oh, of course. Bangalore, India. We’ve heard from recently, uh, California. Often checking in, um, New Jersey, Yes, North Carolina. Wherever you are listening live The love goes out to you. So glad you’re with us. And the podcast Pleasantries. You gotta have it. Can’t If you’re gonna live us in love, You got a podcast. Pleasantries. You can’t have one without the other. So the pleasantries go out too. That’s where the vast majority of our audience those over 13,000 people listening each and every week. Amazing it really is amazing. I don’t know. Sometimes I wonder why Why you stick with this? But I know you’re not leaving because it’s good value. That’s why. So the podcast Pleasantries going out. Thank you for being with us at whatever time you listen. However, we fit into your weekly or monthly podcast scheduling pleasantries to you. It’s my pleasure to welcome back Amy Sample Ward. You know Amy Sample word. She’s our social media and technology contributor and CEO of inten. Her most recent co authored book is Social Change Anytime, Everywhere about online multi-channel engagement. She’s that Amy Sample War Dot or GE And at Amy R. S. Ward. They are, of course, for Renee. How are you? Any simple word? I’m good. I’m good. How are you? I’m doing very well, Thank you. Glad you’re with us. Back. Back with us. Yes, I It is always fun. OK, good, very state that very clearly so very clearly and emphatically. So it must be unless there’s somebody twisting your arm to say, Say, fun, tell him it’s fun, but it’s not because you’re in. You’re in Oregon and I’m in New York, so it’s not me doing that it must be someone else. Um, well, no. I do wish that we could coordinate for on in person, not at the NTC. Like back in New York in the studio recording for one of these? Yeah, You missed getting to go because it feels so much more official than just talking to you on the phone right now. You know, they’re with headphones on and a big microphone. That’s like, the proper way to do it. Yes, you do. Yeah. Andi, we’re in a new studio where two studios from the last duty or you were in with me. We’re not now. Yeah, we’re in a new studio. Just Ah, just a couple weeks. But this is my first recording in the new studio and tomorrow’s show we’re recording on Thursday. Of course, tomorrow’s show will be the very first, very first full show in the studio, so Yeah, well, when you’re in New York, you let me know and we’ll we’ll do our best to work it out. Okay, I will. Okay. In the meantime, let’s talk, uh, trans nationally, Um, and, uh, Emma. Emma, Tony was just talking about my burning my burning question. From what she said, Is there gonna be on ntcdinosaur Lee because she wants one? Well, I appreciate that He does. And I appreciate this is so important to you that you consider it a burning question myself. Course. Didn’t you clearly want to go back to Italy? I would look exactly, exactly right. Fund-raising present involved. L fund-raising was wonderful. Is there gonna be in it will be an NTC, which she called in 10. But we know everybody does that, but she means ntcdinosaur Is it gonna be one in Italy? 2020 2021. Uh, well, we have plenty of NTC contracts for 2021 22 contracting 23 right now and 24 later this year. All of those locations are in the continental U. S. And 10 you know, has a office in Portland. So we as staff, are always trying to petition Andrea unconference director to let us go to Hawaii for NBC. We haven’t done that quite yet. We haven’t. We haven’t won her over. You know, we do get a number of folks request stains, even if it isn’t the NTC as the NTC. But at least requesting that N 10 convene events in other parts of the world and that the US is super awesome. It’s great that people really trust and enjoy the events that we put on at this point. You know, we have kind of a two sided coin to this for the NTC. It just has not made sense for our mission and our Gail and how many staff we have to try and go outside the U. S. For our other programs where they’re delivered online. And that is definitely something that folks do actively participate in from all over the world. We have folks who gotten their professional certificates from us, for example from, um, Switzerland and Canada and the all over. So we know that those programs are easier for us to scale in that way. But the NTC hasn’t yet. However, I and other staff often support convenience elsewhere. Whether we’re on, you know, planning teams are we helped recruit speakers or we ourselves travel there to speak. So the end 10 the in tennis that we can contain as individuals gets to go to other places. But so far on the docket, there is not an empty seat. Aly and very sorry. Okay, I understand. This is this is why you’re a CEO. So so diplomatic and eloquent. If somebody asked me that question and I was in your job well, first of all, I would never get hired. I could never be a jump. But assuming I was in some hypothetical world, my answer would be No, no, no, no. Plan to go to Italy. We’re not. You know, it’s We normally have around 20 countries outside the U. S. Represented at the MTC, and we often prioritized some portion of our scholarships for international participants because we know that the cost burden for them to come from very far away is so much higher than folks within the continental U. S. So we we recognize and really appreciate that there is a really international community for intent. It isn’t just us spoke, of course. Um, yeah. Okay. So, so diplomatic. So you know that I’ve ever been called, Have Now you have now. Yeah, I I’m gonna yet save this recording, and I think I’m beautified. I know you pretty well. You know what? We’ll talk every week, but I think I know you fairly well. I think your diplomatic. Yeah, I’m Bonified. My opinion destroyed already. Um, so related to the end. 10 work, of course, is Ah, a big part of the intern. Work is local real time events that you have scaled throughout the country, and I think even aren’t you Also is there Aren’t there in 10 events in in London, too? Yeah, they’re in 10 events. In-kind the U S or international. Exactly. So, yeah, that’s our That’s our topic. Um, what do we, uh, What’s what’s your What are your thoughts on what you heard? And yeah, I mean things that I was talking about that Not that I don’t think she doesn’t agree. Just that you two didn’t get into details. And now I get the benefit of going of going. Second is the idea about localizing that content, you know, making it you’re talking about, like not just translating from English to another language, but really making sure it’s relevant to folks in that area and something that we’ve found a lot is you can’t You can’t say toe a whole network of local groups, right? Like tomorrow we’re talking about this topic because even the topic isn’t gonna be relevant in every single space. Right? Or the way folks talk about that topic may be very different. And I’m sure you experienced this in fundrasing work to write, like, some people are going to call a certain thing by a different term. And if you tell everybody this is the term we’re using, there’s going to be certain pockets of the community that just don’t even care because they don’t realize you’re talking about the same thing. Yeah. Yeah, absolutely. Uh, terms, um, and just sensibilities. You know how you would go about fund-raising in one part of the country is very different than how you might do it in the Northeast, where people are often considered brash and too forward has to be more genteel in other parts of the country, like Midwest. I’m thinking probably south to I haven’t worked there, but yeah, absolutely. So, um yeah, that Andi, you’re right. We do. We sort of just touched on that, But the local sensibilities and that’s the advantage of local partnerships. I mean, you need to you need to rely on them as much as they’re relying on you for some support, right? And I think that kind of relationship and roll piece is what makes her brakes programs like this right. Organizations see themselves as having the role of making decisions, letting all of those folks on the ground know what the decision is and they’re there to implement it. That’s not motivating for them, but also it’s not going to be reflective of those local communities, right. So organizations already doing this type of work or trying to move towards this type of work really need to recognize that their role is meant to be the aggregator of what’s happening those groups and not the decider of what happened in those groups. Of course, that’s not to say, like all of your community groups can just run amok and do whatever they want Theirs, of course guidelines and hopefully lots of shared values and principles and purpose to why these groups are meeting and really focusing on that shared purpose will make sure the topics they bring up for what they want to d’oh with their group kind of stays in the right realm. But it then gets to be in their control and as the organization you’re there to aggregate it lifted back-up make sure it’s profiled, and that even goes, as far as you know, talking about tools. And I would love to hear your take. I know you were talking a little bit with them about Facebook live. I also have seen far fewer Facebook live. Um, invite your organizations using that, Um, so we can talk about that in a second, but just along the same lines as an organization, it’s not gonna work. If you tell everything, will group. You have to use the book live for your event because there’s gonna be groups that maybe are really small and only have a few people, and none of them know how to do that. And it’s better that that group is meeting than that group is trying to spend their time figuring out how to broadcast their meetings. Right? So not saying every single person, regardless of your location and contacts and topic, needs to use Facebook lives. But, hey, if you want to and you are able to stream, here are a few different tools. You know, you mentioned Zoom, for example, something that we do it intended. We say you get to use and 10 zoom account right like you don’t even need to try and pay for it or figure it out. We will just let you log in and host your event, right? So making it accessible and then folks can choose Oh, for us. Like we do know how to use Zoom. We know how this works. We’re going to do it. And another group could use Facebook live. Another group doesn’t have to use anything, you know, And recognizing that that means as the organization, you’re not going to get to see the event on dhe. They not every single group on your Web site is gonna have a little video link, and that has to be okay, right? There has to be, um, expectation that not every single group is gonna look exactly the same. It’s gonna have all the same content gonna have all of the same outlets and that that doesn’t mean the program isn’t successful, right? No, it’s not very hard because we’re used to having, like, a very perfect spreadsheet that says, like, Yes, yes, yes. All these groups did this, right? So having all the groups have different way they operate, makes it harder to evaluate. And that’s our problem is the organization. It’s not the program’s problem. Yeah, Yeah. Excellent. Okay. You raised a couple things. Uh, we’re gonna that we’re about to take a break. But I see an analogy with this in years ago when we used to talk about should should the community allow public Facebook comments, you know, are in any of the public networks I see in an analog to that. And then also, I want to talk some more about what kind of support a lot of the larger organization can offer. Thio local whatever they’re called. Chapters, affiliates groups, however, but we got to take this. Take this break, all right? It’s our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories and build support for your work. You can count on them. This is what they do. Media relations, content, marketing, communications and marketing strategy and branding strategy. You’ll find them a turn hyphen to dot ceo. I’ve got butt loads more time with Amy Sample Ward. So yes. So I see. I see this analogy to I guess it was eight years ago or something? Whatever. Seven years ago, we’re talking about public comments. What if people say things that we don’t like? Um, you know, I’ve seen analogy out. There will be things we don’t like all day long, but the fear that you know, the fear going into this that it would be it would be anarchy. And, well, you know, uh, we won’t be ableto moderator. Should we Should we delete, you know, et cetera. So I sort of seeing an analogy to that. Those conversations we used to have back and I guess the dark days of social, the social networks. Well, you know, this might TF some of the conversation you want to have about resource ing, but I think the the biggest investment that organizations need to make in a program like this, where you’re gonna have distributed community groups of some sort, running some type of programming that you’re not present for is to invest in whoever those organizers are gonna be. The more they feel like an extension of the organization and actual leaders of this program, the more they’re going to feel comfortable and confident managing those types of reputational risk in person. on your behalf, right? If they feel like they’re just here to implement something and you know the organization sent them this saying that says Okay, go to here. Here’s the contact at the venue. We’ve already picked the venue. You didn’t even get to pick that, you know, And they’re showing up. Well, they’re not really filled with a bunch of responsibilities, right? So they’re not going to take it upon themselves to say, Hey like that we’re not having that conversation here. Or that’s not feedback that we’re having in this room, you know, whatever. But if you are really invested in them and building them up as the ambassadors and leaders of this program, they will be able to kind of carry that forward for you in person. And that’s the best safeguard you could build empowerment, empowerment you want. You want to empower your local leaders like and, as I was saying earlier, relying on them to but empowering them what, what some other kind of support. I mean, you mentioned a platform support. That’s that’s valuable, although, like you said, some groups might just want to meet. Maybe they only want to meet in real life. Maybe they’re tired of whatever they do or, you know, I mean, I think it’s also a good recognition that not all events format are great for streaming my right. Ah, an event that, you know, maybe in the summer, instead of having a speaker of the event. It’s a networking social. Nobody wants to be on video, just watching a bunch of people who were having to write. Recognizing that one piece of support we often find ourselves providing to Organizer’s is help this kind of mixing things up and having different formats and actually knowing, Ah, great deal about how you just put on events, right? So that we are a resource for them. Any time where they say, Okay, we don’t have a speaker lined up. Should we just cancel anything you don’t have to cancel? There’s lots of different event for months, but don’t have a featured speaker here, Like, you know, let’s open the kind of metaphorical binder and go through it together, right? So, being experts internally again, not so that you are prescribing, requiring the way that organizers do there that you are then, like the Event Planner Dictionary. For them, it’s super, super helpful and probably the number one thing that organizers in our programs like that call on us for all the time. The very first thing I thought of when you and Emma started talking with something that you and I have talked about a number of times, including, you know, insert. However many years ago, we first started doing these segments and that the if an organization is already taking the time to build up a program, why not build those resource is into tool kits and templates so that organizers don’t even have to bother emailing or calling you to ask for that help. Right? There’s a tool kit that says, Here are three event formats that don’t have a speaker, right? And they could just be like, Oh, phew! Okay, let’s choose one of these, you know, for next month. Since we don’t have a speaker. Whatever building up ready to use resource is is I mean, I could never recommend it enough. You’re already doing that work. You probably already built the template. You just keep it on your computer instead of putting it somewhere where all the organizer’s can access. Okay. Excellent. Yeah, right. the work is done. Just share it way, right? Yeah. Yeah. And we’ve talked about that in terms of identity. And, um what else? What else should be what? It zoho obvious that I can’t think of them. I don’t do this, but what else should be shared like that? Like like meeting temple? Well, yeah, that’s definitely like event formats and that kind of thing. Honestly, the things that we have, especially new Organizer’s folks who are just coming in into that role, but often times in a new city, right? Not that they’re new to that city, but it’s a new city for the program or our new location for the program. The things that they really really benefit from our templates for e mails because that’s where they get to start learning the tone and the personality of the program, right? They’re not expected to know that off the bat and be ableto, you know, send emails out to the local list and everything without just on their own, already knowing that giving them templates like, Hey, here’s the first message that you could send out that says, Hey, we’re starting a group and we want to do a survey of what folks want locally. Amglobal latto. Or here’s a email template for when you have an event scheduled in your, you know, sending it out to put on people calendars. And over time they’ll stop needing those things, but really just definitely something you already have. Right now we have every man we’ve ever sent, so just pull out some of those example. Emails kind of make them generic, right? Like in all caps, City name or whatever. But that’s a huge reverse that folks really have taken a man’s job in our program because it just saved them a lot of stress thinking they’re going to say the wrong thing on Dhe. We interpret that is them really caring right and wanting to make sure that they’re representing and 10 the best they can. And so we want to take that pressure off them and to say, Here are templates and it’s okay to use the gifts and, you know, do what you want to do, have fun with the group because that’s really how we want our kind of brand to be extended, and that takes a lot of pressure off. So basic emails events format and then things like, How do you find a venue and how do you get a local sponsor? Because oftentimes, at least in our experience and our programs, the folks who become organizers are there because they really love the people in the content of the meetings, not because they’re very experienced or even enjoy, like the hustle around town of like High. Will you give us $100 high? Will you donate some pizza? Hi. Can we meet in your office? You know, that’s not the fun part of organizing. And so tips and resource sheets that say, You know, many cities have these types of venues Coworking faces library e-giving them kind of ah, starter kit of where to look for reverses and venues is also really helpful. And we’ve found that’s one of the tools that folks organizer’s like to contribute back thio and add their ideas. So then the next time an organizer is looking at it also has ideas from from other organized. All right, all right. We met at the local museum, and it was fabulous, and they even included a brief tour of the collection and yeah, yeah, Okay. Yeah, learning from each other. Of course. Wonderful. Um, you mentioned Facebook live vs Zoom. And you wanted a want to flush that out a little more, I think. Yeah, I was just curious what you have, what? Your experience that has been. I know that you know that you did some tests with Facebook live? Yeah, it’s difficult. Yeah, I think the 1st 1 failed. Technically, technically. And I have an excellent social manager, Susan Chavez, who are happy to shout out. But there was some button radio, you know, some radio button wasn’t selected right or something. And the thing failed. Um, yeah. And and she knows what she’s doing. No, but yeah, she missed something in the back end. Set up Facebook. So I’m not not through with Facebook. Yeah, And then when we did do it, we did do a live segment. Um, it got some attention. It didn’t didn’t get as much as I would have liked, but some of that may be our own fault in, uh, doing sort of last. Well, maybe not last minute, Like the hour, but not allowing ourselves enough promotion time. That’s what I mean. And just and from the technical side. I much prefer Zoom. The damn thing is just so much easier. There aren’t a whole right. There isn’t a dozen radio buttons you have to configure correctly to get a get a live stream going. It’s all in the background. You pick a few things in settings and very few, and you could be up and running. And it has the auto invitation e mails. And I’m very impressed with Zoom. And you must be due because you said you offer it, use it and you offer it to local local groups for for nothing. Yeah, we’ve been using them. I mean, we used hang out. Um, Skype. We use lots of different things for lots of different purposes, you know? But, um, we just offer you some validation. We have the same experience with Facebook live. I think we tried it two or three times and basically every time failed. One of the time I stopped stopped in the middle of the video and we had to, like, log back in again even though it was broadcasting. So, you know, like maybe five people watched it. But riel reflection there is just like we were saying before. Really choosing the tool based on what you’re doing into the people are and sound like them is working for you. You know, for us we always feel like, you know, are we being so like dodgy by having these kind of boring community calls where we expect people to, like go to our website and say they’re coming and get a link and, you know, have it be kind of like a traditional webinar experience. But when we’ve done things like, you know, Facebook live and whatever else and they’ve been well promoted, there’s like five people there, but for our community calls where we’re doing them in our kind of traditional way of sending emails out and people go to the website and register that they want to come and log in at that very specific time. There’s, like 60 70 people on, so why I feel bad that that’s not working right and why try and go use some shiny Facebook tool that clearly doesn’t work. It’s not very sure it’s very tarnished by now. And if N. 10 which formerly had the word technology in its in its name, can’t figure this out and has a live stream stopping in the middle because of it. I think that that speaks a lot. And I also have seen I’ve been I’ve been invited recently to a lot more zoom events or just meetings just just one on one meetings or or three person meetings on Zoom. Then I have Facebook life. We just have. We have, like, a minute or so left before we have to end already. Um, what are the other recommended tools? Can you can you just take off a couple? Mmm, Other tools. You know something that we don’t know how much we’ve really talked about it, cause it’s not necessarily a social media tool, but it is something that we see the organizer’s really, really relying on. And that’s can va, you know, can yeah, can before for art. Yes, So, like a really lightweight version of photo shop. And what super helpful about it that also has social media templates. So, like these are the dimensions for a Facebook header image that you know all of those pieces. So for Organizer’s, it’s a super easy tool to use, you know, to like change up their promotional materials and make you know images to attach to their tweets to promote an event and that kind of thing. Can you Okay, I give you 30 seconds. Can you take off one more? One more. Quick. Good. Valuable resource. Mmm Mmm mmm. Oh, my gosh. Not under pressure. Uh, got it all graceful under pressure. You know, I think the other thing I was gonna add it’s not a technical tool, but is just a reminder is that you don’t need thio. Put all of the advice into practice because you have a very formalized, already launched program. It may just be that you wanna host across your city a bunch of house parties, right? All of these same kind of pieces of advice and tools and suggestions apply to that same contact, So don’t feel like the whole conversation was only for big international program. This is for anybody that’s trying to decentralize. You’re content in your work. Awesome. That’s a very, very apt ending. Thank you so much. Amy. Sample Ward Amy, Sample word dot or ge And at Amy Rs Ward. Always a pleasure. Thanks so much for sharing, Amy. Yeah, Thanks, Tony. Uh, my pleasure to so long. Next week, Jean Takagi will be with me for the hour on recruiting your board members. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner. C. P A’s guiding you beyond the numbers regular cps dot com But cook a Mountain software Denali fundez They’re complete accounting solution made for non-profits 20 dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, Your story is their mission. Turn hyphen to dot CEO A creative producers. Claire Meyer off Sam Liebowitz is the line producer shows social Media is by Serbs and Chavez. Mark Silverman is our Web guy, and this cool music is by Scott Stein with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great What you’re listening to the Talking Alternate network. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show yawned potential Live life your way on talk radio dot N Y c aptly named host of Tony martignetti non-profit Radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti, non-profit Radio Fridays 1 to 2 Eastern at talking alternative dot com Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? 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Nonprofit Radio for September 27, 2019: 5-Minute Planned Giving Marketing & What’s Fair Game?

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Tony Martignetti: 5-Minute Planned Giving Marketing
The best person to reveal my wildly simple Planned Giving promotion tips is me. (Originally aired 8/18/17)

 

 

 

Maria Semple

Maria Semple: What’s Fair Game?
Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Also from the 8/18/17 show)

 

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Oh, hi. Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% of your aptly named host. Oh, I’m glad you’re with me. I’d go into super virgins if I saw that you missed today’s show. Five minute planned e-giving marketing The best person to reveal my wildly simple, planned giving promotion tips is me that originally aired on August 18th 2017. And what’s fair game info you find on linked in about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising but valuable to your orange? Should you friend prospects to learn more about them? Maria Semple walks us through the ethical conundrums. She’s our Prospect research contributor and the Prospect Finder. That’s also from the 88 17 show. I’m Tony. Take two. Watch your plan. Giving Relationships responsive by Wagner C. P A. Is guiding you beyond the numbers. Regular cps dot com By koegler mathos Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn to communications PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Here’s five minute planned giving marketing. All right, well, there is not a guest to welcome because, uh, I’m it on, and it’s a little awkward because although I do a ton of speaking training, this, you know that I It’s very different. That’s on a stage. People expect to hear me because I’m in the program. Not like I just walked in. What? I’ve crashed a few conferences, but they never gave up on stage. It hasn’t been successful yet, but those aside, you know, I’m in the program. I mean, I’m all right. I’m in today’s program. It’s bits booked. I’m I’m booked for the spot, but, uh, the show is never been, uh, me sharing for a full segment. What? What I purport to know about planned e-giving or charity registration. Uh, you know, I filled in from time to time. Ah, guest is lead or a segment ran short. Maybe a pre recorded thing ran short, and so I would fill in for, like, five minutes or seven minutes or so I think is probably the most. But this is, uh, this is a different one. This is different experience. Geez, just get on with it already. This guy’s rambling. Andi, I’m, uh I’m a little nervous about it, but my voice just cracked, like I’m a 14 year old. Um All right, well, I certainly capable, but it feels weird. That’s what I’m saying. It just feels different. This is not my typical venue for me to be speaking without having somebody to talk to. Let me just do a little technical detail first. Sam, is the Facebook shared on Facebook live shared on the non-profit radio page? Can we, uh, because I don’t want it just on my personal pager doing Facebook live today. I don’t know if Maria Semple is gonna do Facebook live on her end, but you’ll you’ll certainly be hearing her. When? When it’s her turn. Look at me. I’m already rushing to the second segment already. Know this is this is okay. Not yet, Not yet. Maria, hang on. Okay, so you want to share the Facebook live to the non-profit radio page so that it’s called Tony martignetti non-profit radio. Okay. There is no Facebook live today. Let me just don’t go to Facebook don’t look for us. They’re not there today. That was 2017 for God’s sake. To do it on mine. Okay, so, uh, I apologize Thio podcast listeners for Ah, for this, You know, just give me a little technological moment, okay? I’m in my Facebook. I see. Live what? Ah, school Sam’s gonna say, I’m gonna take my phone and take care of that. And of course, you know, we’re gonna get to the five minute marketing tips. Just hold the horses. You’ve got a nerve. You got nervous, guest. Okay, Sam’s gonna take care of that. So, five minute marketing, I haven’t expanded version of this that I have done at conferences runs on for 90 minutes or so. You’re not getting that version. Don’t. We’re gonna keep to the keep to the hour, Okay? But you know, I mean, if you want me t o training conference. I love Thio. I love to speak. Just this is today’s a little weird. So So here’s what I, uh, anticipate. We’re gonna cover very briefly. What planned e-giving is We’ll make sure everybody’s on the same page with that. What kinds of non-profits benefit? Like what? What do you need to have in place before you can start your plan Giving five minute marketing. Okay. And what the radical, revocable planned gift are that we’re gonna be talking about marketing for and there’s a lot more planned giving beyond revocable. But that’s what’s gonna talk. You know, we’re just scratching the surface, you know, bite off too much. I want you to get going with planned e-giving. And it doesn’t have to be in depth. So we’re starting with irrevocable, and then we’ll get into the marketing tips, which is the bulk of book of our time. Um, okay, I’m feeling a lot more comfortable, but it’s still also a little weird. Now it’s like 50 50 instead of 90 10 on the Weighted to the weird sight. Now it’s like 50. 50 um, planned giving. This is a method of giving. That is, long term involves the donors consideration of their long term plans. Their state plans a retirement plans very different than asking a donor to right $50 check or even 1/2 a $1,000,000 check or a $5 million check. These thieves gif ts involved more personal considerations of family on DDE have your charity fits into their much longer term plan. Um, and then typically these are cash to your organization when the donor dies. So again, long term, if you get a 60 or 65 year old to include you in there, will they have got a 25 30 35 year longevity. So long term, you need to have this long term view of fund-raising. Your board needs to have that. We’re gonna get to that board support. But this is not the type of giving that is going to pay the five year capital plan or or, you know, any kind of immediate, immediate budget needs that you have. This is long term, fund-raising. I want to stress that the outset that this is not only for your wealthy donors the five minute mark in tips I’m gonna be giving you these quick ideas, These air. We’re gonna be doing these for all your donors. We’re not getting into discriminating by age. Um, because these are easy tips. So I want you to know that these are ideas that are appropriate for any donor-centric to get to. This is not on Lee for your wealthy donors and all of plane that applies to all of planned. Giving people a very modest means can be terrific. Planned gift prospects. I literally mean, if they have been giving you $15 a year and they have been doing it for many years, like 12 of the past 15 years or 18 or 19 or 20 years of the past 20 they are great plan giving prospects. This is not planned. Giving is not only for your wealthy donors, please take that away. And that does not applied only to what we’re talking to about today. All of planned giving people have very modest means. Very modest can include you in their state plan. The smallest planned gift I’ve ever seen. $1000 in someone’s will. And that’s very rare that I’ve seen that only a handful of times in 20 years. Thank you. 17 20 years I’ve been doing plan giving, only seen a couple seen that a couple of times. The average charitable bequests, which you’re gonna be talking about a lot about Will’s requesting a will. The average is around 36 to $37,000 is the average request, so please take away planned giving is not only for your wealthy donors. Um, we’re going to Ah, I just got you know, we’re gonna take our break now, and when we come back, then we’re gonna get into what you need to have in place. What kind of non-profits benefit? What these revocable gifts are that we were talking about. And the marketing tips Stay with me. Finally, the guy got into it, For God’s sake, it’s time for a break indeed. Wagner, CPS. They had a wagon. Or on September 25th Exempt or non exempt. You missed it. But you still need to classify your employees correctly. Ninja worry As a CZ, my grandpa martignetti used to say, Don’t you worry. You goto wagner cps dot com Click resource is and recorded events And there it is. All right, now, back to five minute plan giving marketing with your lackluster middling mediocre host guest for this segment. Go ahead. Let’s go. All right, let’s get into, um, which organizations benefit right now, By the way, I feel much more comfortable now. Now it’s like 95 5 in my comfort in this format. Speaking alone. All right. So what do you need to have in place. You need to have individual donors. If you are strictly grant funded, government funded fee for service funded, then you don’t have any potential for planned giving. You need to have individual people giving from their pockets, and that’s distinguished from people who get you corporate gifts from their employers. That’s different. You need to have people giving from their pockets. Maybe it’s just your board. I hope all your board is giving from their individual pockets. They certainly should be. Lots of guests have made that case over the years, but you know, it’s limited to the extent that you have individual donors. If you have lots of people who give individual gifts, then great that that that is a prerequisite. Also, some longevity. I’d like to see at least five years in an organization, because what are we asking the donors to do, put you in their will or their other long term planned retirement? Said retirement or state plans? Inherent in that is the belief that your organization is gonna outlive them. And even though there’s great passion and even fury, sometimes around new organizations, they’re gonna live forever. Your donors don’t may not have the same confidence. Probably don’t that you do when you’re a brand new organization. So I’d like to see at least five years. That gives some confidence that your organization will survive the the people who make these plan gifts for you some depth to I like to see more than just, ah, founder and one or two people. Same reason. Longevity. You know, you might have small potential again, maybe just your board. If you’re just a founder and one or two people but outsiders, it’s gonna be much harder to persuade outsiders that you will survived them. If it’s a tiny organization, just a few people, that long term view of fund-raising. I explained why before this could be 30 years waiting for cash to come to your organization. So you need to have a long term view of fund-raising. Um, and your board needs needs to understand that building endowment. I hope every knows what endowment isn’t. Just in case. Endowment is that fund that you never spend the principle of you only spend a You may not You only spend income and you may not even spend all the income. You have a very good year in your returns, you know, in eight or 10 or 12% year. Because non-profits air typically conservatively invested, you’re probably not spending that eight or 10%. You’re spending a lot less like half of that because they’re gonna be years when we turned your lower. But that’s the purpose of an endowment is to live perpetually live forever. Hopefully, you’re never spending more than income, and planned giving is perfect for building endowment because so many plan gifts are unrestricted and they could get put into that endowment fund. And even a lot of the restricted ones can go to endowment the creating endowed funds for AA program of yours. Scholarships are popular Ifit’s If it’s some kind of school, college, anything, you know, really a donor cutting dow just about anything programmatically as long as you are willing, your organization is willing to continue that program. So plan giving very good for building endowment. That board support. I mentioned any new initiative. If you’re gonna start planned giving, you need to have the board on board and aware of the long term nature of these kinds of gifts. Six months into this, you don’t want a boardmember complaining we haven’t recognized any cash. You’re spending time, even if you say it’s only five minute marketing. And but where’s the cash? You don’t want that. So set the expectations correctly at the outset. Make sure your board members know again, long term could be 2030 years for some donors until the cash is received by your organization and any type of mission. I really don’t care what you do if you are saving animals, the sky trees, educating, feeding, sheltering. What else can we be doing? You know any of the channel missions? Anything religious, anything. Social service, cultural museums. I work to the norvig freedom. You name it. Anything charitable, It doesn’t matter. Everything I’m gonna cexp explain applies for you. Fund-raising across all charitable missions guaranteed. Um, CJ Frost didn’t answer. Didn’t answer whether he’s running for Congress. All right, maybe he’s not. Oh, not yet. He says not yet. Okay, well, get in there. It’s easy for me to say. Why did you do it, Tony? Martignetti, um, planned giving. So when we are Ah, yes. This is This has come up for me a lot. Um, sexism. I want you to avoid not giving women the attention that they deserve in planned giving. This goes back to January 2011. You go to tony martignetti dot com could see the block post. Just just, um, search sexism. A tony martignetti dot com You’ll see the Post I did and one of the comments. So what? I’m what I’m quoting now from is from a comment, not me. Uh, surprise. According myself, There were women who said that they had dropped hints, left messages, sent emails or boldly said something about a state planning and planned e-giving to non-profits that they had been supporting. This was more than one woman. It was a one comment or talking about friends of hers, and they have been ignored. I don’t know how that could possibly happen. That is gross negligence and oversight. Just don’t don’t ignore women. I mean, they have money and they live longer than men. So a lot of men are giving the money to the women. But even if they didn’t even if they had a shorter lifespan there still, half the population women have wealth and they want to support non-profits. So I don’t know how these hints messages and bold statements could possibly be ignored. Don’t let that happen in your office. It’s gross. All right. We’re moving now to the what types of gifts I’m talking about. The revocable plan. Gift. The three. I want to focus on our charitable bequests. That’s a gift in your will. I got more detail on that living trusts to type of trust that people set up is not charitable purpose. It’s not set up for charitable purposes, but you could be a part of it and being named a beneficiary. Okay, those are the three revocable gifts that we’re focusing on today. There’s a ton more. You could do a cracking again. Take a little sip. Pardon me? A ton more You can do with planned e-giving. But, um, I’m only focusing on three things today, though. These three revocable gifts terror, hickey, Facebook live says Yes, we do, Tony. Yes. Women have money, and they want to give it. Don’t ignore them. All right. So these are the three revocable gifts that I’m focusing on because, you know, it’s only 1/2 an hour now. Now I feel like I don’t give myself enough time, should run the whole show. Maria Semple, you’re out. Cut her out. I’m going out for 60. Um, all right. No, no, Uh, let’s see. And I want you to know that you can have a very, very respectable planned giving program. Just by focusing on these three revocable gifts, your organization may not be big enough to go any further, and that is fine. And you can have a really respectable, successful plan giving program If you just focus on these three types of gifts. Well, you’re already feeling like I’m gonna run out of time. All right? All right. So please take that away. Along with its not only for your wealthy donors. Please take away that you can be a very successful, planned giving shop. Just focusing on these three revocable gif ts. Absolutely. You’re bigger. You want to go further? Absolutely. I worked a lot of organizations. I do but also work with a lot that don’t. All right, this charitable bequests again. It’s a gift in somebody’s will. It’s the most popular kind of planned gift by far. You can expect, like, 75 to 80% of the gifts that you get to be gifts by Will Why is that? Lots of reasons people don’t have to tell you that they’ve done it. It’s private, We always asking. We always want people to tell you because you wanna be able to say thank you, but they don’t have to. They can change their minds. This national statistic is like 4% of people changed their minds after they put a charity in a will, so it’s highly, highly unlikely. But you don’t want to be in that 4%. You gotta treat your donors well, and it’s comforting to donors to know that they can change their minds, because that’s why a lot of donors don’t tell you because they feel, if they do tell you but then have an obligation not to change their minds. We all know that that’s not true. You can change your will any time you want. I cut my wife out routinely every couple days. There’s nothing left for her but U. S. So it’s comforting to your donors to know that they can cut you out, even though it’s highly unlikely. But it’s a reason that’s another reason that gift by will are so popular because it’s comforting to donors to know that no lifetime cost. This is money that comes out of your state. Lots of people have charity. They’re supporting. They wish they could doom or than they can while they’re living. I’m in that situation, but they can do for you. Crack a voice they can do for you, Mme. Or they could do more for you in their state. So that maybe their ultimate gift. It has to be for a lot of people again, remember, Modest, modest means donors of modest means that which they could do more, but they can’t. But that’s an advantage in that there’s no lifetime cost of these. Um okay, that’s really pretty much all I wanna say about requests. Uh oh. Except for do they get a charitable deduction? Doesn’t matter, because these are people who love your love, your non-profit they’re already donating to you. These are the kinds of people were gonna include you in their will. So the charitable deduction, the estate tax deduction, Who knows what the state of it is gonna be in the future? We have no idea. Even within the next couple weeks and months, let alone 2030 years from now But that’s not the primary motivation for most planned gif ts. It’s not that it’s not the state tax deduction, so don’t worry about it. OK, the other one. We won’t talk about his living trusts. As I said, it’s set up. Um, Thio. Not for charitable purposes. They set it up. People set it up for, ah, expedience to get get things out of their estate faster. It works because there’s not a court supervised process like if if, like it is it with a will call that you might have heard this probate process jog in jail. But the probate process is the court supervising the distribution of your assets after your death and by the way, I was death. Let some people like to kind of you from eyes passing demise. The fact is, you know we’re gonna die, and that’s Ah, that’s just a part of plan e-giving. And I’m not saying when you talk to a donor, you’re saying When you die, we want you in our will. We want to be in your will. I’m not saying that, but between professionals, you know we can We can say death. So that’s what probate is that court supervised process, and the assets will get to, ah to, ah, ball beneficiaries quicker through a living trust. And that’s typically white set up. What’s your part in it? The trust has to say what happens at the donors at the death of the person who creates the trust. That’s your donor has to say what happens. Ah, lot goes to my husband, children, husband, wife, children, grandchildren. Your charity can be also one of those beneficiaries at the person’s death. You could be named. That’s what that’s what the value of the living trust is. And the Third World recovering is the name the beneficiary. That’s just, um, I’m gonna stop calling out my voice cracks. That’s the last one. I’m calling out the name beneficiary. Anything that has a death benefit. Think of life insurance. That’s the most common example. You gotta decide where this death buy-in fundez years ago, when when your donors there’s a policy on their life, where’s the money going to go? Most of it goes to husbands, wives, children, grandchildren. But maybe there’s a percentage for your charity. 5%. 10% somebody can carve out. We always say Family comes first. But after that, how about a small percentage for for our charity, but going beyond life insurance? Some retirement plans. IRAs 401 K’s for three B’s cept the small, small employer pensions. Um, some commercial annuities have death benefits. Some checking and savings accounts have on brokerage accounts have have death benefits to them. So anything that has a death benefit, your charity can be named. All right now we’re getting into the actual five minute marketing tips that I have. Let’s start with events drop. A few speaking points into remarks were already hosting. The event is not a plan giving event, but any kind of gala. Any event where you’re speaking, that’s probably everyone. Get them to say something about planned giving. You just need a couple of sentences. This is not even a well, I was gonna say not even a full paragraph. Two sentences could be a paragraph. This is not even a full minute. Literally. I’m excited. We’ve kicked off a campaign to encourage you to remember us. You know the organization in your will. It’s very simple to do and secures our work long into the future. For instance, you know then you can name a program or something that could be that could be endowed. I was talking about earlier, perpetually or you could just, you know, rattle off program that you have. You know, you can support any of our great programs. You want more information? Um, talk to There’s a director development in the corner, you know? You know her, talk to me, talk to whoever it is. That’s it. It’s like 34 sentences. Quick. It’s not the main part of the event by any means. Just we’ve kicked off a campaign. That’s a little news. Hook. Something interesting kicked off this campaign. I would love for you to be a part of it. It’s so simple. You could endow any of our great programs, support any of our great programs in the long term. Please talkto whoever it is. A t end of the program. That’s it. I didn’t even spend a minute. It’s a good thing that I’m gonna run out of time. I should have were simple. You’re out. Um, okay. Five minute marketing was duo more on events. Put your program. You already printing a program. For Pete’s sake, put something about plan giving in the program. Put a little mentioned. You know, I’m the evangelist for playing giving without the religious overtones of evangelism. But, you know, you’re doing the program. Same thing we’ve kicked off a campaign. I’m like, dictating it to you. Just start writing. We kicked off a campaign to encourage you to remember us in your will. It’s so simple to do secures our work long into the future. Your attorney is gonna need our legal name address and Tex, i d. Here they are. Boom. That’s it. Could you put that in your program? I’ll bet you can. Or, you know, if you don’t even wanna go that much, just say we kicked off a program. Talk to whoever it is, whoever the contact person is. Please, I would love to talk to you today. Get something in the program again, Not spending any more money. You’re already producing programs anyway. Kayman sample Ward is on social media contributor and the CEO of INTEND. The non-profit Technology Network Out, huh? In the Prophet Oregon? Yes. Wonderful welcome. Amy Wells. So many. I can’t name them. Uh, not that many more. A couple more. We gotta live. Listen love to. That’s coming later with second segment. Okay. Um okay, that’s it for events again. You’re not spending any more money already producing the program. Say something. You put something in your already speaking, put in a couple of dropping a couple sentences. Oh, my gosh. Um, print channels you doing newsletter or whether it’s print or email putting a sidebar with the same thing we kicked off a campaign. I love to have you participate. It’s so easy. All you need is our to include to include us in your will or you need your legal name. Tex I d and address. Here they are. Boom. Drop that into a sidebar on any whether it’s print or digital your annual report. Whether you do a printer digital, say something about planned giving in it also. Now I know some organizations I know we’re getting away from naming donors. I’ve learned that that’s in their annual report. It was always so cumbersome. You get the misspellings and I got so embarrassing the wrong levels. But if you’re naming them, if you’re naming donors in the annual report, include your plan giving donors any direct mail you might be doing drama buckslip in. You know, that’s a book of your buckslip 2/3 of a page you print three and page drop it in the same thing that I’ve been talking about kicked off a campaign. Love to have you participate. All your attorney needs is our legal name, Tex I d an address. Here they are. Boom. Drop that in. It’s 1/3 of a page. Doesn’t cost any more. Doesn’t increase your postage. Um, while you’re doing that while you’re printing on direct mail printing envelopes on the envelope flap the flap that you got a print the envelopes anyway. Ah, check off box. Send me information on including your organ. The name, of course. In my will, little checkoff. Everybody reads that. Everybody sees the envelope flap so easy. Um, I think I’m gonna wrap it up. Dahna Sam nods. All right, so, uh well, time flies. Holy cow. It’s amazing. Things show is out of control. What a show. Um, okay, that’s five minute marketing for planned giving. And what’s fair game with Maria? Simple is coming up. I’m raving like a lunatic. I gotta take a nap after listening to all this, but in my defense. I plan too much. The host is much better. I am much the host with the president, are much better at, um, planning segments with guests, then planning my own 25 or so 26 minute segment. So that’s the reason for the raving lunacy. So everybody probably just wanted to take a nap or a tranquilizer or something, all right, and we’ll I’ll talk slower from now on. Holy go. But there’s a lot of good info. I mean, what you gonna do? There’s there’s tons of information had to squeeze it in. All right, it happens to be time for another break. What do you know? Cougar Mountain Software koegler Mountain software is simple to use, and the support is phenomenal. With a program like QuickBooks, you don’t have support. If you don’t have support, it’s worth nothing. So says Christine Christiansen. She’s the owner of interesting small business out in Colorado. Production of sheet metal, stainless steel, aluminum. Very interesting. But they don’t worry about keeping the books straight. They can focus on the sheet metal and stainless steel, and they are worried about their books. Just like you want to focus on your mission and not worry about keeping your book straight. Cougar Mountain. They have a free 60 day trial at tony dot m a slash Cougar Mountain. Now it’s time for Tony’s Take two and ah, finger wag about planned e-giving relationships. I just want you to be cautious with ease because as you embark on Oren, build your planned e-giving program, we’re gonna be talking a lot of people in their sixties, seventies, eighties, nineties, maybe even hundreds. And, um, they can, uh, can be a little some. Some can be a little needy, even vulnerable, perhaps. So you just wanna keep your relationships with these folks professional, All right? And I say more about that in my video, I might do a follow up on tips for actually howto latto navigate this. Not just that you should. Not just what, but, uh, maybe this time you know the how of avoiding ah avoiding problems for your non-profit on the video is what to avoid in your plan giving relationships. It’s at tony martignetti dot com, and that is to take two. Let’s do the live love. It’s gotta go out. It’s going out. Thio Braila, California Huntington Park, California Troy New York, Newark, New Jersey Doral, Florida A man were all over Cool. TAMPA, Florida We’ve got multiple Florida, California, New York, New Jersey. Uh, multiple New York, New York. Love to see that. Thank you. Live love out to each of those locations. Um, And going abroad, we got Moscow, Russia. Banjarmasin, Indonesia. Indonesia. Checks in once in a while. Thank you very much. Indonesia. Live labbate to you. Seoul, Korea. Annual haserot comes a ham. Nida soul often listening also Tehran, Iran. You’ve been frequent. Thank you. Tehran for being with us. Jakarta, Indonesia. Also been showing up occasionally. Thank you. Indonesia. Um Madrid. Buenos Tardes, Madrid, Spain Buenos Star Days. Where’s Japan? I don’t see Japan today. I’ll send out konnichi wa. Maybe you’re maybe your master disguised. Maybe. Maybe, uh, maybe Japan is hiding in a zoo appearing a soul. Not that they’re that close, but, uh, probably not. Anyway, konnichiwa and live love out to each of our live listeners. So glad you’re with us. And the podcast pleasantries got to go out to our podcast listeners whenever they squeeze the show in. Maybe it’s into there. They’re, um, their podcast listening day. They’re binge day wherever you squeeze us in car washing, car driving, dishwashing painting. I’ve erred. Thank you. Pleasantries out to our podcast audience the vast majority of our audience there. Pleasantries to you. Now let’s Ah, let’s join up with Maria Simple and, uh, find out what’s fair game. Maria Semple has been patiently waiting. You know her. Aside from a patient waiter, she’s the prospect. Find her. She’s a trainer and speaker on Prospect Research. Her latest book is Magnify Your Business Tips, Tools and Strategies for Growing Your Business or Your non-profit. She’s Our Doi End of dirt. Cheap and free ideas. She’s at the prospect finder dot com and at Maria Simple. And she’s on the phone. Hello, Maria. Hello, Tony. How are you today? I’m doing great. My voice. I said I was gonna do that. Linda. Lifestyle Kowski joined us. Hello, Linda. Um Jackie Like and says hello from Nova. Hel Hello, Jackie. I wish you were coming to the beach. She bagged out on me. Um Okay. Maria. Yeah. It’s good to talk to you. Last time was very brief on the 3 50 That’s right. That’s right. And now we’re plugging ahead to your 4 400 shell, right? That’s correct. It’ll be July 2018. Absolutely. In the meantime, we, uh we want to talk about ethics. And what’s What’s fair game? What? You deal with this every single time. You’re doing an assignment for a client, right? Yeah. Yeah, that’s right, Tony. I mean, you know, when we’re talking about prospect research and we’re thinking about all the various tools that we have available to us as prospect researchers, you know, we have to think about, um, what’s available in the public domain, because that’s the thing that’s going to be really important to keep in mind that a donor has the right to come in at any time and asked to see what information you may have compiled on them. So you want to make sure that that you’re always using sources that are available in the public domain. So where we kind of get into some gray areas are in the area of social media sites? Yes, OK, and I think that’s a very, very good test. Never put anything in your C. R M database that you wouldn’t want a donor to read. I think that’s a good test What do you think? Yeah. Yeah, And I think even even in the way that you’re writing up your reports, try and think about it as an investigative reporter trying not to put subjective statements in there even if they may have been, uh, sort of subjective statements that you might have heard, Uh, you know, through the grapevine from volunteers or board members or whatever about somebody’s the lifestyle or their marital status or whatever it may be, you know, try and just put a statement in there. You know, like whatever the couple divorced and x y Z Day 10. You know, leave it at that. I don’t think anybody would take offense to that very objective. A bunch of people just joined us on Facebook. So I got to tell you that we’re talking about the ethics of plan of of prospect research and what’s appropriate to be documenting and finding about potential donors. And I want to welcome Michael Zeller, attorney, North Carolina. Charlotte just hosted an outstanding 50th birthday party. Oh, my God, Michael, That was outstanding, you know, I know that. You know, I feel that rob maker good to see a rab welcome and dahna Gillespie, dahna Gillespie Rivera. But I know I know yours. Dahna Gillespie. Welcome. Um, Okay, so but there can be great value in the end. What you find in social media, of course. I mean, people put a lot of stuff on social, and their privacy settings are typically, I think, generally not set the way they want them. And but so there can be a lot of prospect research gold in in the networks, right? Yeah, that’s right. So, you know, what I thought we might do is just sort of talk about sort of the top three networks for a couple of minutes, like the linked in Facebook and Twitter, and maybe try and figure out what type of information can we glean? Um, and should we be gleaning it, Should we be using it? You know, even if we were to stumble upon it, that doesn’t necessarily mean that you put it into the c. R. M or we’re into a written report. Yeah, okay. It’s anarchist, but that’s way could do it that way. I, you know, I was thinking of some of the things that that you could find out. I mean, you can find out about divorce, right? You know, I’ve had friends. I’ve had two friends who were posting about suicidal, suicidal thoughts, you know, I don’t know. Probably a lot of people see that. But, I mean, that’s very disturbing, but doesn’t belong in a prospect. Research report, maybe. I don’t know. Um, maybe if you’re looking for that plan Gift. Uh, let’s not go there. Okay? I’m gonna let you off the hook, but let’s go. Let’s go over that skip over that. Um okay. You know, in the words very sensitive stuff. Okay, So you want. All right? You want to start with? It works. All right, let’s start with now to me. Linked in to me. Anything on LinkedIn is fair game in a prospect research report, that is, that is that am I overstating? Am I oversimplifying? Yeah. I think that anything you find on Lincoln, especially since Lincoln has what they call a public profile that is out there. It is searchable on Google. It will come up on page one of Google’s search results. If you if you Google your prospects name, they’re linked in profile is going to be there, So yes, indeed. anything that you find there is going to be a public domain. And this is sometimes very valuable information you’ll be able to find out, You know, their longevity at various companies, maybe some of the companies that they’ve been associated with, um may have been for a long period of time. Maybe they’ve got some stock that they’ve accumulated from within that company. So you might want to think about steering the conversation in the direction of appreciated securities. Okay, Okay, but wait, We want to focus, too, on the ethics. So So basically, LinkedIn is do you consider linked in to be wide open? Yes. Okay. Absolutely. Okay. You’ll see any ethical questions around anything that people might find in linked in. No, not not what they might find. But the ethical question might come in as to how you as the prospect researcher or the executive director or the development staff using linked in how you might have your own privacy setting set up in such a way that, um, you know what other people can see once you’ve looked at their profile? Right. So you have three choices on linked in you either have people know that you’re looking at their profile, your face, your title and where you work right are going to follow you everywhere on linked in that headline and a picture. So that’s full transparency. When you have your privacy settings set up that way, that means they get to see you’ve been looking at them, and you get to see who’s been looking at your profile. But Lincoln has two other privacy settings. One is sort of a semi private where you could be a management consultant in X y Z industry in New York City area. Or you could be anonymous. When you’re in one of those two modes, then people will not know that you’ve been looking at their profile. Okay? And we have covered this before. You know, this is what I consider fully dressed topless and naked. Uh, look, I got a chuckle out of Maria. Simple. She’s probably the only one That’s okay. I amused myself. People should know, you know, if you don’t think I’m funny, I’m amusing myself. That’s the most important. Um, and I forgot to shut out Joan Pell xero. I’m sorry, Joan. I skipped over you. I scrolled up and then I lost you. John Pelzer on Facebook. Thanks for so much for being with us. And also Ralf, Asante and, uh and, uh, Aunt Mary Mary Michalowski joined. Hello, mary-jo. Thanks for joining us on Facebook. I might do this more often. This is cool. Um all right. So ethically linked in safe. Now, let’s go to ethical conundrum where you want to go? Next on Lee Anarchist, I’ll give it to you where it’s like you want to go to the O. What network? Facebook. Okay, Wide open. Okay. Yeah. That’s the network where people are really sharing about their family, their pictures way. No, this So what? What do we do with what do we do if we find something that we believe is compromising like, let’s say, a divorce that that maybe they don’t want the organization to know. But maybe that’s just what that’s just one example, but compromising but valuable to the organization. How do we deal with that again? I think go back to original statement. If it’s going to, um, if it’s going to jeopardize your relationship with that donor or that donor prospect, I think you leave it out of the conversations you leave it out of the C r M u leave it off of written reports. So if you could just sort of have that is your bellweather. I think it will serve you well, okay. And also, you’re your organization might have social media guidelines in place, So check that out first, as as your you you may have certain guidelines that you with an organization have decided upon. So, um, if that is the case, anybody knew that you’re bringing into the organization should be aware of the social media guidelines, both in terms of how they’re going to use social media for are on behalf of the organization. But there may also be, you know, standards of conduct, but they’re expecting of you is an employee’s. So again default back to that statement and default back to your own bellwether your instincts. If it feels like it’s going to jeopardize that relationship, don’t put the info in there. Also, APRA the the Professional Association for Prospect Researchers has a statement on ethics, and we’re gonna talk about that after the break. So if your organization doesn’t have, you know, you might be a small organization without a social media policy as it relates to prospect research. APRA can help you out. We’ll get to that. Okay, I like you’re like you’re like your guidelines. All right. We have just a couple minutes before a break, like a minute and 1/2 a minute. What’s the next network you want to talk about? Was it twitter waken? Talk about Twitter. That one probably won’t take long. You know, Twitter is one of those social media platforms that people might be using, especially these days with regard thio their politics. So whether you and that might be important for you to know about, depending on what type of organization that you are so again, if it’s knowing someone’s politics is important, you know, maybe checking out to see if they’ve got a Twitter feed might be something you want to check out. It seems like you Twitter, you’re less likely to find something compromising. It’s possible, but less likely to find something compromising on it. Okay, let’s take a break when we come back, I got of course, I got live listen, love podcast pleasantries and affiliate affections naturally, but also will get into the APRA ethics ethics statement little about that and we’ll see what else we had. Stay with us. Okay, let’s take our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories and building support for your work, media relations, content, marketing, communications and marketing strategy and branding strategy. You’ll find them at turn hyphen to DOT CEO. We’ve got butt loads more time for what’s fair game? Welcome back. And I feel like starting with the with the shout outs Thio our listeners. I’m gonna start with Facebook, but I don’t because it’s a fairly new formats. Only second time have done a Facebook live. So thank you, everybody on Facebook. I believe I have shattered out everybody who joined us. Thank you for being there. Can I ask you to do Ah, one or two things like it and share it like it and share it? I think we know how to do that. I’d be grateful on Facebook. Thank you very much. Live listener love got to in Germany. Guten tog Multiple. So multiple Germany and, um Seoul, Seoul, South Korea. Always checking in so soul you’ve been on our minds. Obviously a lot on your haserot cancer ham Nida coming back into the U. S. Tampa, Florida, Woodbridge, New Jersey. Matthews, North Carolina and Staten Island and New York, New York. Multiple New York City. Thank you Multiple Manhattan, New York Appreciate that. Staten Island. Thank you for being with us. Love it only to Burrows. I don’t know. Queens, Brooklyn, Bronx. All right, Next time we have had a show way had a couple shows. Where was all five boroughs? And then, of course, the podcast pleasantries over 12,000 listeners. Listen, that’s why you know, I don’t know if you put two and two together. It takes me over seven years to do that. But that’s why we have such loyal sponsors, because there are over 12,000 people listening to the podcast. So you know how grateful I am because it makes the show so much more fulfilling when there are sponsors, you know, helping me out. Basically, I mean, how else can I say it? So thank you for listening. You are attracting the sponsors to the show, and and I do mean attracting the ones I announced it on the 3/50. Coming up wet nurse e p. A’s Um, that’s the only definite one that I said There may be another one and there may, uh, still talking them, but they’re coming to me, so thank you. That’s over 12,000 podcast listeners each week pleasantries to you and the affiliate affections to our AM and FM station listeners through out the country. I’m not sure where you are, but what am I think I know exactly where you are. And I even know when each station puts me in their schedule us. I prefer the US puts us in their schedule someone our block during the week. And I’m glad that on on your station it could be Saturday morning. Might be Tuesday night. Whatever. Affiliated affections to our AM and FM listeners Thank you for being with us, thanks to your stations for carrying non-profit Radio multi-channel Amy’s have award will love that were multi-channel We’ve been for years and now we got a new channel. I’ve discovered Facebook only took me seven years cutting edge cutting edge. Uh what Pioneer? Yeah, right. Um okay, so, Maria simple. Thank you for being patient again. So patient Prospect Researcher Thank you. Um, a lot of gabbing today. I’m off on tangents. All right. I feel like a Facebook buy-in here. I don’t know. Um, no, you’re not giving yourself enough credit. You’ve been on Facebook for a long time. It’s just that you’ve not been using that brand spanking new life live. Yeah, I’m not sure. It’s quite brand spanking new, but thank you. Thank you for you. That’s the point. Thank you for driving home that point and character. Chicken Master just joined Karen. Welcome on Facebook. Good to see you. Thanks for being here. Okay, so we’re talking about the ethics of prospect research. Oh, my God. There’s tons more. How come they don’t show up on my phone? Because why? They’re in a group. That shit. Oh, my God. There’s hundreds. Well, dozens more scores, more than dozens scores more. Okay, I don’t think I should do all those, but thank you if you’re on Facebook. And I did not shout you out from from Beth Granger toe Harriet Steinberg to Melinda Roth Epstein to Eric Mendelssohn. Thank you for being with us. Thank you so much. Thank you. Okay. So I’m Maria. Um All right, So where do we go from here? Let’s talk about the APRA s o appa Appa a pr A. It started out as the American Prospect Research Association. Then it became the Association of Professional Researchers for advancement. Now it’s just apra So they’ve done to me. That’s an abandonment of roots. They’re just apurate apurate where Apple doesn’t mean anything to me. Ready after all along they’ve been after all along I know it’s nufer different things that I object to this rewrite of history like next it’s gonna be we’re gonna be taking down statues of George Washington and Thomas Jefferson. I was around, I was around when they made that shift and this is the reason for it. They used to be just the American Prospect Research Association, But now association really envelopes people from all parts of the world, so they wanted to be able to, you know, have that reflective of their their membership base. So now it’s the association’s professional researchers. It’s like AARP. They don’t want to be the Association of retired American Association of Retired Persons anymore. They haven’t been for years. It’s a history rewrite. I don’t mind change, but when it benefits me, but it never does. That’s why the world is to change without my consent. I don’t grasp. All right, let’s talk about their code of ethics anyway. So they have this ethical code, and it does relate to social media specifically. So Right. So one thing I see is a balance for trying to balance Thean vivid Jewel’s right to privacy with the needs of the institution. Did I like doing that? Yes, you did. Actually, it is very, very important that that that balance is kept for sure. Okay, Yes. So drilling down on that, What about friends they talk about? Should you be a friend to potential donors, people you’re researching? That’s a no No, right? Uh, yes. In terms of the ethics statement that Apple put forth that that is correct. They would really recommend that you do not friend were really enter into a personal relationship with prospects or donors. Now, Lincoln could be, you know, a completely different platform. Right? Because now we’re talking about a business social platform. Okay. All right. Um um all right, so but, friend, what about this? Seems like middle ground. What about following somebody on Twitter? if you’re a prospect researcher. Yeah. I mean, I think that that would be okay to be a follower on on on Twitter because, you know, they’re again Twitter feeds are very public. And so, you know, I don’t think there’d be any issue there. Okay, But you need to disclose who you are. That’s also in the statement. In these guidelines, you need to disclose that you’re a prospect researcher for the organization. Do you need to say that? Well, you know, sometimes people will individually have ah, personal Twitter account. So that’s the only the only twitter account that you’re following people from them. Then you know that is it? Yeah. So I think you have to start looking at your staff and determining which staff members are on Twitter. Our Is it the organization that’s going to be a follower of that individual on Twitter and again, two very different to two very different things. Okay, Okay. What about corroboration? If you find something on a social network, is there an obligation as a prospect researcher to corroborate it from from another source, or like, almost like a journalist or or no. Yeah, if you can Absolutely again is personal versus business information that’s going to probably make a difference in terms of what you’re going to try and source in terms of corroboration. But if you are thinking about having somebody make a major gift to your organization and you stumble across something on social media, that gives you an indication that this might not be the right time to make that. Because you might have seen something going on on somebody’s personal Facebook feed, you might just double check with you, Noah boardmember that knows them well or something like that. And just ask, you know, if they know anything about the timing is still a good time to talk to that individual. Okay, Marie Simple. We gotta leave it there. You’ll find the apparatus. Social Media Ethics statement at APRA home dot or GE after home dot org’s Maria Semple. Thank you so much for having me My pleasure. Absolutely. You’ll find her at the Prospect Finder, and she’s at Maria Simple. You should be following her on Twitter if you’re not, uh, it’s your life. Next week we have Amy Sample Ward returning to talk about in real life community building. If you missed any part of today’s show, I’d be seat you find it on tony martignetti dot com Responsive by Wagner c. P A is guiding you beyond the numbers. Wagner cps dot com By koegler Mountain Software Denali fundez. They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Our creative producers Claire Meyerhoff Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein be with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great. You’re listening to the Talking Alternate network. Thank you. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time And listen for new ideas on my show Beyond potential Live life Your way on talk radio dot n Y C. I’m the aptly named host of Tony martignetti non-profit radio. Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. 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Nonprofit Radio for September 20, 2019: Wounded Charity

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Doug White: Wounded Charity
Author and consultant Doug White returns with his latest book, “Wounded Charity,” positing that the 2016 allegations against Wounded Warrior Project were mostly untrue and that the organization’s board failed. Join us for a provocative and thoughtful analysis.

 

 

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Transcript for 458_tony_martignetti_nonprofit_radio_20190920.mp3.mp3 Processed on: 2019-09-20T19:10:34.517Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…09…458_tony_martignetti_nonprofit_radio_20190920.mp3.mp3.868378293.json Path to text: transcripts/2019/09/458_tony_martignetti_nonprofit_radio_20190920mp3.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% on your aptly named host. Oh, I’m glad you’re with me. I turn drama Tropic if you unnerved me with the idea that you missed today’s show. Wounded Charity author and consultant Doug White returns with his latest book, Wounded Charity, positing that the 2016 allegations against Wounded Warrior Project were mostly untrue and that the organization’s board failed. And the media. Oi Doug brings a provocative and thoughtful analysis on Tony’s take to take caution in your plan. E-giving relationships Responsive by witness E. P. A. Is guiding you beyond the numbers. Witnessed gps dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. What a pleasure to welcome back to the studio. It’s good to be Don’t wait. Yes, he’s the author, teacher and advisor, two nonprofit organizations and philanthropists. He’s said he’s the soul. That’s the only part they want occupying those three those three categories. He’s co chair of the full proof foundations Walter Cronkite Project Committee and a governing boardmember of the Secular Coalition of America. He’s the former director of Columbia University’s master of science in fund-raising management program. Before that, he was academic director at New York University’s heimans Center for Philanthropy and fund-raising. That’s where we first met. His latest book is Wounded Charity. Lessons Learned From the Wounded Warrior Project Crisis will be published early October, and that’s what brings him back to non-profit radio. Welcome back as I say, It’s good to see you again. A pleasure. You’re our first live guest in our new studio. I can smell the paint. I can t o and the elevators better intoxicating. The elevator is bigger. There’s more than one, and it’s you. It sounds different to me. Uh, we got it. We got to get some things up on the wall, but it feels good. Just welcome to the new space. Well, thank you. It’s good to be a part of it. Um, yeah. Wounded warrior project. Very interesting. You’re You uncover some things that a lot of people do not know. Um, and you say that you’re actually you’re offended, Earl. I think early in the book you say that you’re offended by what happened to Wounded Warrior Project. The reaction that the board had you took offense at this. I did. But not at first. Because when you hear something on CBS or read something in The New York Times, you tend to think it’s true. And before I go too far, I want to make sure that people know that I like CBS News. I like most of the networks and I think the world of The New York Times. But this is a story that they got wrong and it was egregiously wrong and upon having learned what did happen, I am offended. I’m offended by the lack of journalistic standards. I’m offended by the way the board behaved. And every time I ask somebody about this story, did you hear about what happened to a wounded warrior project? I’ll have reactions to Oh, that’s that fake charity. That’s the charity spent all the money wrong, and I say, Where did you hear that? And of course, he’ll tell me where they didn’t. Of course, that’s where thatwas the times and CBS. But then I say there is more to that story and most of what you know is wrong. More to it. You. Ah, Now, at the end, you call it a long, long, nurturing hit job. A long, marinating hit job That would be the freezer. Long magnetic it job is the phrase you Yes, way Have a full hour together. So we have plenty time. Thio flush this out. But say little about long marinating the two people who were fired the CEO and CEO Steve Nord Easy and Al Giordano were fired in March will probably do a CZ. We go forward with the story of this, but they were fired in March of 2016 after scathing reports out by CBS and The New York Times. And it would be easy to think then, logical to think that as a result of those reports, the board looked at their leadership and said, we’re going in the wrong direction. It is my opinion that that decision was made well before those reports came out. Now. Yeah. Okay. We’re gonna get to that. All right. Wonderful. Um So the claims in the media were were scathing money wasted on travel and entertainment costs were too high. Morale was low. Programs failing. Um, some watchdogs, charity navigator and charitywatch, specifically low grades. Um, yes, this was This was all January 2016 a CZ you’ve said New York Times and CBS, but not in that order. Give us Give that what happened at CBS and then The New York Times And what was said I was home about nine o’clock on Tuesday night the 26th of January and enjoying my, I think, second bourbon when I got a text from a good friend of mine and someone you may know to Laura Fredericks. Oh, sure texted me and said, Did you see what CBS said about Wounded Warrior Project? And she’s also on the board off another veteran’s organization. So she’s tuned into these kinds of things, and I said, No, I hadn’t. So I looked it up and watched it, and I thought, Wow, this is Ah, pretty scathing report because it said that they were spending money badly, that morale was bad and everything you’ve just mentioned. And I thought this sounds like something I would be interested in because, as you know, with other books, another work that I’ve done. I’ve been very critical of charities because I don’t think charity should be badly run. I think they should be well run by people who care about the work they do and having a charitable ethos. And so I’m my intent are up when it comes to bad behavior charities. And so I thought, Well, this is just another example of that because I had no contact with Wounded Warrior Project Before this time, however, I had contact with a reporter of The New York Times about six or maybe four weeks prior. I had been called by day Phillips, who ended up doing this report about Wounded Warrior project, and at that point I knew nothing more than what was publicly available. You know, the information that was publicly available on nine nineties and other reports, and basically his take with our conversation, which, by the way, lasted about an hour or an hour and 15 minutes. What is the ethos behind an organization that is, that is growing so quickly? Is there a problem with that? Inherently. What about their programs? And all I could speak to was with what I knew publicly, and it was all very positive. I said, I get it That that there are criticisms. Don’t get me wrong. I’m not saying they’re perfect, but I can’t see anything wrong with them. We ended that I think on a fairly good note. And I had no clue that he was working on this kind of a story. And I’ll tell you this much at that point, I don’t think he waas right. You think he changed his slant of the story when CVS came out with what you saw, I well, they knew CBS was coming. I mean, what happened was that Tuesday night, I knew it was gonna be a three part series on CBS. I wanted I did, right? Dave Phillips. And I said, Are you aware that CBS now has this big story scooping you? Yeah. And so I thought, this is not good. My answer came the next boarding When I read the New York Times when that story was in the New York Times above the front page above the fold. That’s correct. Now what? So I was curious about this. Why would the times if if you’re right, why would they slant the story because of what? Because of the direction CBS took. Why couldn’t they take their own tack if they were Maur? If you felt that Dave Phillips was Maur neutral about about wounded warrior, Yeah, and I think in the long haul of things I want to be gentle with Dave Phillips because I don’t think he’s the bad guy here. And I think I know he’s a very good reporter. I think what he had was what I call an evergreen story. It was not something that had a deadline to it nearly did, by the way, the CBS take have a deadline to it. But it was much more salaciousness. And so I think he tried to catch up to that salaciousness. That’s what I think happened. But he wasn’t finding that. And you don’t You don’t pursue this in the book. But it was a question I had. He wasn’t finding that in his You don’t think in his in his own in his own research, not originally. But then he got talking to people who are on a Facebook page. We’re all malcontents, former employee employees. And so he got inside the second chamber and listen to it after a while. And when he went down to wounded warrior project in Jacksonville, he had many interviews. Many of them were very positive in all of them. Got put on to the cutting room floor. So he at that point had shifted because CBS came into the picture late, like in December s so late, 2015. And so I think he had timeto switch gears. Okay, we have Thio take a first break, and that is for Wagner. CPS. They have a wagon or on September 25th Exempt or non exempt. You need to classify and pay everyone correctly under the Fair Labor Standards Act. And you need to document what you’re doing. Wepner will explain it so you can understand it. Weather cps dot com Click Resource is and upcoming events. If you missed it, live so many of our podcast listeners. I can understand that. Then go to re sources and recorded events. All right, let’s go back to ah, wounded charity. Um, so he so he caught up with the salacious side of it. All right, I’m still alright. This Yeah, There was the malcontent employees Echo chamber. All right, so Wonder Warrior Christ Wounded Warrior Project now has a crisis. There was a three part series on CBS over what, Over two nights a night the next morning of the following night. Oh, that’s right there and one in the morning and then the following night. And they’ve got this New York Times with peace. Which came the guest, the 27th of January. What is the board do? The board hires Simpson Thatcher law firm here and a group called FT I, which is accounting firm to do an audit of the organization’s finances. They did that almost immediately, probably within a few hours of the reports coming out because they wanted to find out what was going on with regard to the accusations that money was being misspent. They also at the same time silenced the CEO. Stephen aren’t easy stating our Daisy is a pretty savvy guy. Probably one of the better CEOs. What was his age at this point? Him and al what were their ages? They’re not really young, but they’re not old. I would say they’re probably in their fifties. Okay? Yeah, something normal helps me on. I think they’re about the same age they came through the world with the veterans world. Kind of the same time. At any rate, um, they were told they couldn’t talk to anybody. And Steve actually was very media savvy and good person in many ways said to the board, This is not the right strategy, because we’re gonna be out there hanging without any story. And we’re not even responding. He wants to get ahead of it. He wants to get ahead of grab it. Yes, like you would advise your own clients to do in an emergency. Silence is bad because the story takes story goes on without you. The stood out without your part of it. Well said, Well, that didn’t happen. And so he was muzzled. Reinardy xero Steve. Not easy as a CEO. Yes, Al Al Giordano CEO. Yes, two Italians. But what you didn’t pursue the Italian American discrimination pathway into this thing? These two, these two screaming Italians nor D. C. And Giordano railroaded by the board. You didn’t pursue that? You know, you’re the Italian American sentiment on the warrior project. Most of the lack of intellectual curiosity. Okay, I’ll help you. Thank you. Bring me in. Silences them now I had another something curious CBS offers. Did he say? Nor Deasy or not? D. C Easy, easy. Okay, The proper princessa Ditzy what? You wouldn’t zizi like brothers pizza? You don’t say Pisa pizza. Nor did Marty Martin, yet martignetti CBS offers, nor D z Rebuttal time. They offer him substantial time on a morning some on one of their morning shows with Formerly With Charlie Rose. Why did they do? And they say And they say in the email Ah, lot of time like we usually give guests three minutes, we’ll give you twice that or something like that and we’ll be willing to talk about other opportunities for you to be on CBS on other shows. Why did they offer that? Did they sense that that they had something wrong? Oh, I know they sensed they had something wrong. I mean, there’s nothing that says it on paper to my knowledge, but there could not be any other conclusion after watching this. And also there were people who talk to Gil. There were some internal e mails from internal emails that I was able to put my hands on that showed that there was something really wrong here. Why would CBS offer them or offer Steve This? This could have been an effort on their part to kind of come clean. But Steve knew that this this was baked in already. I don’t feel like there was any any anything to gain by coming back and fighting that. Oh, I thought he would have taken the opportunity if the board had allowed him to. Oh, well, yeah, but the board didn’t allow him to write, so, you know, I don’t. And he’s been criticized. He’s been criticized for that, Uh, but he wasn’t allowed. You’re right. Now there’s a question. Uh, we could talk about this now. Sure should. Should he have or, you know, where do you, uh, ready to draw the line between obedience to the board and loyalty to the organization and say, Screw the board? I’m going ahead. That’s the last profound question that I asked in the book toward the end. And I think it’s an open ended question. I don’t know the answer to that. Boardmember has, ah duty of loyalty to the organization. Staff member has duties to both the organization and to the board. When you see that the board is going in a different direction. From where you see the organization going, you have a profound dilemma on your hands. One person was extremely critical of Steve for not bucking the board. I won’t use the language he gave me, but that language is in the book. But he said that Steve should have and Al should have buck them and gone public with everything they could at that time. And which person which questions that you know, that was quote okay. Yes, You have a lot, by the way. Lots of footnotes couldn’t you couldn’t have cut the footnotes down 370 foot notes. It’s really got to go to the back of the book all the time to see this. It means a substantial because I was taught in law school. You always read the footnotes. You know that the footnotes used to be in academia couldn’t put them at the bottom. It’s so much easier when they’re the bottom of the page. But that looks bad. People won’t read books like it looks like it. Then it looks like an academic journal. That’s yeah, and it’s important to may toe have these facts correct. And this is not true about a lot of things that are written in general. And so I want to be sure that especially in a situation like this and I was this way with the book on Princeton, too, wanted to make sure that everything that I said was backed up in people new words being backed up. In fact, just to go down that line for a minute. I do worry and always do worry about what I have an anonymous quote. I don’t want people to think I made it up. And so I’ve asked people, attorneys and other people in the world of ethics and non-profits. How do I make sure that people don’t think I did that? And there’s really no way. Just, you know, the authority is otherwise there, so they’re gonna have to take your word for it. It’s like the times when they come out with an anonymous source, got to take their word for it. But that means that eyes the author have to take a lot of responsibility and have a lot of integrity, or try to have integrity anyway in the process. That’s why you have the footnotes Okay. Okay. It’s a yes, I imagine you have. You have a spreadsheet somewhere that says anonymous quote. Footnote number 2 14 Is this person? Yes. Something like that. So, Yeah, I do. We do have to trust you, and your lawyers will never see it. I can tell you that no matter what you do. Okay? You’ve assured everyone a lien on it. All right? So now nor D. C. And reinardy, xero, Dizzy and Giordano, highly rated by the board before this before this occurred. Yes. Talk about that talk about and how wounded Warrior Project was doing. Let’s give them their due now. Wounded. Well, they don’t need their do now. They’re just They’ve always been a great organ. I meant now in the show. Oh, in the show. Just at this point in our time together. Let’s do it. Great organization. It grew from a fairly small organization in the early two thousands. John Milius started it with backpacks out of his basement to take up. He noticed that when he got out of being wounded, Hey, didn’t have any essentials like a toothbrush or a water bottle or things like that. He said I’m gonna put together backpacks and take him up to Walter Reed. He was in Virginia and give them a way. That was really the way it got started. And at the same time, because there was a fellow out in Long Island. Peter Hoener Camp was also concerned about veterans coming back. He started something called Soldier Ride on DDE that raised money for Wounded Warrior Project. So they began to make money a few years after John Milius started it for real. And when Steve and Al came into the scene to really become the leaders of the organization from a staff perspective, they started. They said What? I think all charities need to do more off. They said, What is our task here? And when they defined their task of taking care of veterans when they’re coming back from 9 11 posted an 11 conflict, the money that it would take would be X. And they said, Okay, we’re gonna go out and raise X. It wasn’t like, Okay, we’re gonna raise $1000 see what we can do. What they say. They had an entirely different mindset and a good one, but as you can imagine, Tony. It was somewhat in conflict with the way the mindset works at many charities. So the pursuit of the money became itself something controversial at anyway. They grew and grew, and by the time they left they were earning almost $400 million which is pretty big. They went from 10 to $400 million in a decade, basically, and they had 20 programs. All of them were working. They were quantifying their results and from a an impact respect of the big word today and non-profits his impact. They were already doing it. They were already doing it from a quantitative and qualitative perspective for for many years prior to this point, they were doing a good job, and I think they still are. The vision, I think is reduced, and it’s a smaller organization right now, but it’s still a good organization. I don’t want to say anything bad about the organization today, but it’s a different organization. And nor did see not Dizzy and Giordano, as I said, highly rated by the board. Okay, let me get back to that because you did ask that a few months before they left their ratings and by the way, there prior ratings were all consistent with this. We’re fabulous. They were great. And Steve said, Well, look now I think we ought to slow down and start to become a different kind of order. We are becoming a different kind of organization, so we need to look at it in a more sophisticated way. We’re going to slow down a little bit. We won’t be pushing the gas pedal is hard, and what we want to do is make sure that we’re really serving everyone to the fullest that we can on DDE. That always reflected in those in those reports that the that the board had done on the board hired a firm to do this. And so they all concluded that they were doing a great job. This is just a few months earlier, and so it was really start when when this happened, the crisis came along. The reports just a few months after the glowing review by the board, and then a month later, the board says, we need to change very cryptic and very unsatisfying. In fact, after the two were fired in March, I think was the 16th of March in 2016 Tony Odierno went on the Bill O’Reilly show, and Bill O’Reilly was always a very big supporter of the wounded warrior project. Odierno. It’s board, chair and audio was the board chair, Thank you. And at that point he stepped in. His theory of an amputee also. Yeah, and basically his father was a war hero. He was the head of the military command over there. And so he’s a Tony. Odierno is, I’m sure, a very fine, upstanding, good person. He wouldn’t return any of my phone calls, but that’s another issue. I think that he’s probably a very good person, no reason to doubt that. But he so he came in. He had a full time job here in New York. Kayman is an acting CEO, and he was interviewed by Bill O’Reilly, and O’Reilly said, Why did you fire me? So we needed a change of culture? No, Riley, to his credit, said, Well, what does that mean culture? What it was this culture thing that’s going on here? Well, we really needed a change of culture. I’m making you have the transcript and you have the transcripts segment in the book. Yeah, but basically said that we needed a repeated himself. We need a change of culture, know, really, if you remember him on the show, is kind of a pugnacious fellow, and he said, and this is a friend, you know, This is a friendly interview He said, Well, what does that mean? Again and again, Tony said the same thing. And Cody Bill O’Reilly was just flummoxed. Why don’t you answer this? You’re not answering my question. And he said, Basically, since you’re not answering it, I guess we just don’t have anything more to talk about. Very frustrating and what it really? In addition to your alley’s frustration, the problem was that Tony did not have a good answer because there was no good answer. They were essentially saying the organization in their responses to the reports. The organization is fine, but we need to make a change of leadership. Yes, that was the 22 contradictory statements. Exactly. So you have a report that comes out in March, this report that was done by Simpson Thatcher saying basically everything that the media said was wrong. Still, we need a change in culture. We need a change and so and I got a hold of a letter that Simpson This report, by the way, was not written. Okay? There was no right. It was orelon. But there was a letter written Thio Grassley, Senator Grassley who was looking into this. That’s the letter I looked at. And Simpson Thatcher said, Well, clearly, Odierno, Excuse me is clearly reinardy Z and xero dahna have to go. I’m thinking clearly. What? What’s so clear about that? Everything you’ve said so far is supporting the work that they’ve done. And so where is this coming from? The report vindicated them. The report vindicated. There s so we’re getting to the long marinating hit job theory. Well, the report vindicated them. And as part of that report, they said, Well, there are some some tweaks we should make here. You know, there are some things that as a growing organization, you should do a little bit better. Well, by golly, what organization does not have that is it? It was like policy. Some of the policies and procedures need to be right. Revised, but they’re experiencing explosive growth. I mean, it’s not uncommon for policies the lag behind growth as you’re trying to raise more money and do more programs, and both Steve and Al were seasoned at growing. They knew what they were doing. And so if you take that, you say that doesn’t make sense. What also doesn’t make sense is that a few years earlier, Simpson Thatcher also did a report on the Clinton Foundation, and they were scaling. This is a conflict of interest here. There are no policies. Everything’s wrong. There’s just like it’s crazy now, one scintilla of a recommendation to replace anyone at the Clinton Foundation here. Everything’s going well. We have a few things that we think we should, you know, upgrade. But you know, those two guys that have authored this entire success for the last decade, they need to go clearly. Let’s bring in Richard Jones. That’s a good time for him. He’s on the board of Wounded Warrior project. Uh, still is. I meant at the time. But he still is. Yeah. You say he remained. I didn’t know if he still is today. Okay, I think he’s going off the board at the end of this, Okay? But I think you still think it’s the last line of your book. Richard Jones remained. Yes. Um, but he’s on a couple of other boards and he’s got a He’s got a duty of loyalty to CBS as well. Talk about him. Well, I can only remember offhand right now. One of those two other boards and one was Dixon House. The other was the Veterans Family Institute for Vets and Military Families. E M F. Thank you. And there were a lot of organizations that I implied earlier who didn’t feel comfortable with wounded warrior projects. Growing success. And these were two of them and he was on those boards. And so he comes in. I believe in 2014 or 2015 I get the years a little bit off. It was after the Super Bowl. CBS dedicated the Super Bowl add to the Wounded Warrior Project, and I think he had something to do with it all. Good. So after that, he wants to be on the board of Wounded Warrior Project, and I asked Steve about this and I asked him other board members. Richard Jones didn’t talk to you know, I didn’t see any interview note for them. Well, the interview note that I do have in there is that he didn’t talk to me. Okay, um, when I show what I asked him, I asked all of the boardmember is the same thing, and nobody talked to me. But he was on the boards of these two other organizations that itself wouldn’t so much. It would raise a little bit of a red flag, but it would be disqualifying. I don’t believe, even though they might have known that these other two organizations were in opposition or really didn’t like W W. P. But there’s a lot of that going on. So it’s not the issue. The issue of the day. What really got my attention was that he was also a senior executive at CBS at the very time this was going on. And the criticism that CBS had of Wounded Warrior project was the very area that Richard really Jones was overseeing. I thought there was a conflict there and and a story I still do. You know, I feel it was very wrong, and I I’m I’m really interested in knowing why Richard Jones was allowed to be so much a part of not just wounded warrior project of the investigation that followed. Yeah, you question the board vetting of him when they when they invited him to come on, The fact that he’s a boardmember of two other competing organizations. Well, yeah, I do question esos veteran service organizations. Well, I don’t know that the other two are vey CVS. Oh, that’s a very specific designation. Okay, that’s okay. That same same world. And I wouldn’t call them. I would call him competing in the sense that they didn’t like Wounded Warrior project. They weren’t in the same league. And what I say that I’m not criticizing their size or anything there A lot of small organizations that are doing your job. It’s not that. But he came on and he he wanted a state and al to be fired. I did talk to board members who told me this that they he wanted them to be fired. And he insisted on the unanimous vote that they be fired. He insisted the vote be, you know, he was gonna He threatened to resign. That’s that’s strange. He threatened to resign if it wasn’t a unanimous vote to fire. Nor dizzy. And, uh um, Joe dahna. Yes. And this is, by the way, as a decide one person. It makes it sound so personal. Yes, it does, doesn’t it? Yeah. And then you have CBS doing this hit job, and it’s zee kind of a thicket of crazy questions coming around. All right, we gotta take, uh, take another break. We’re gonna bring in the charity evaluators, charity navigator and charity watch, too. Um, where are we now? We are with, um, Cougar Mountain Software, koegler Mountain. Simple to use. And the support is phenomenal. With a program like quick books, you don’t have support. If you don’t have support, it’s worth nothing. That’s quote Christine Christenson, the owner of Broomfield Cheap metal who uses obviously uses ku Commander. You can’t learn from a small business owner who loves the support at koegler Mountain. Of course you can. They have a free 60 day trial. You’ll find that on the listener landing page, which is at tony dot m a slash Cougar mountain. Now, time for Tony’s Take two your planned giving relationships. Um, when you, uh, inaugurate your plan giving program, you’re gonna be talking to people, mostly in their hundreds. I’ve never spoken to anyone over 100 but I’ve had probably hundreds of conversations with or thousands in all those decades but many, many with folks in their nineties. And, um, some of them are. It could be a little lonely and look for a little, you know, one a little more of your time on the personal side. And that could be a little risky for your plan giving program. And I flush that all out in, ah, my video. What to avoid in your plan giving relationships. And you will find that you know where to find that pizza that tony martignetti dot com and that is Tony. Stick to. Now let’s go back to, uh, Wounded Charity with Doug White, the author, teacher, the author, teacher consultant v. The author, teacher consultant to non-profits and philanthropist. Let’s bring in, um, charting. Navigator and charitywatch don’t have too many kind words. You have some, but not too much for these to charity rating organizations. No, I don’t. I think they should just stop doing what they’re doing. They’re doing more harm than good on that. It’s interesting you bring that up. I mean, they were a large part of the story, but there are a large part of the story in a couple of different ways. It’s because I wrote an article about Charity Navigator that came out in the Chronicle of Philanthropy that week in January 26. That was pure coincidence, right? It was pretty much a coincidence. I had put it in. But then the Wounded warrior project came in and I was able to add a sentence or two. I called Stacey and that the Chronicle. Stacy Palmer, editor dropping names, look atyou, dropping names. I call him Mr Palmer, but you know where Stacy? So we got a line in there. But it came out that week and it was Peter Hoener Camp who had been given that article by a friend of Hiss. And that’s why he called me. And that’s how I got in touch with wounded were how they got in touch with me Now going back to what charity navigator. Is it Zen evaluator way? OK, I don’t like them because they do a bad job. They they do not evaluate charities. They take numbers and they’re competent at dividing and adding and multiplying. But the relationship between those things, that is to say, what is spent on program or how much of CEO is paid or how much is spent on fund-raising or how many assets they have in the bank or whatever that is, is not direct indicator of how charity is doing in terms of its in terms of its work. And so they’ve been struggling with this for a very long time and trying to find this right mix the right algorithm. Well, there is no algorithm. That’s well, well, they have this former formulas and altum they wait certain things. They include certain things. They discount certain things, which is all very subjective. S o they It’s sort of it’s ah, it’s an objective product from a subjective process. You’re So you’re so right about that? I don’t know if you know this, Baxter. You know, I started I had forgotten that. But you, uh you have told me that in the past. Yeah, on dso Ken Berger. Very well. Who was Who was then the chair? I was CEO. Yeah, and I like him. I like him a lot. And I like Pat Dugan who funded charity navigator Pat Dugan had just sold out of his company, and I guess 2000 and that’s when I came out to be a consultant for him for a while, and he said, I want to know more about charities and he’s a good guy and he’s a kind of hardscrabble smart guy and wanted to do more in philanthropy in his life. And he said, If I can get the information, I can get this information out and help people understand how good charities are. And I said, The only thing we have that we can use is information from the 9 90 and there are lots of problems with that. The first problem is that it’s about a year and 1/2 to 2 years old, so you don’t really He wanted a morning star kind of a thing for charities, and it’s not gonna be the same in any way. The information on it is subjective because many people have. But there’s a lot of gray area in interpreting the 9 90 Yes, and finally I said you wouldn’t get married to someone if the only thing you knew about that person was her 10 40. It’s a relationship thes people have with the charity. It’s not just a matter of saying OK, you’re fund-raising efficiency is 20% whereas somebody else’s is better. And therefore, I’m gonna support that charity. I wanna go to a charity that I feel personally invested in in terms of the mission in terms of my own values. And so from that perspective, I said, We’re not gonna get very far in evaluating charity says That’s okay, I get it. I don’t really want anything more at this point. This is what we’re gonna do and besides the only information we have. So we did that. So all of that waiting and all of that has been revised many times. But it was very beginning. That’s what we did. But I always knew that it wasn’t the full story and it would never be the full story. It could never be the full story. Now that isn’t to say there can’t be a full story from other data or other information, but the charity world hasn’t yet gotten there, but that certainly doesn’t do it. But because there’s a vacuum, it fills that vacuum, and so people go to it. And Ken Burgers, predecessor Trump’s Trent Stamp, another super guy in a lot of ways, put charity navigator on the map. And so he became the go to for a lot of media in terms of questions about charities. And I just knew again I like Trent to a great deal. But they would be. He was being asked questions that had nothing to do with his work. A charity navigator like what kind of issues a charity would have with regard to its programs or something like that. And that’s not what Charity Navigator does. Yet it’s become this name of a new organization that knows everything about charities. And that’s not true. Let’s go, Thio. The reports come out, CBS News, New York Times, Charity Navigator and Charitywatch react. Well, What happened first was the charity navigator. Numbers were in the report and shared an advocator. Said that only 60% of the money was going toward programs. And wasn’t this a scandal and everything like that and s. So what happened was I talked to Ken Berger, and that’s in the book to I interviewed him and the reason that number was what it was. And I’m not thinking there’s anything generically wrong with 60%. Let’s get that straight right now. But put that aside for a moment, but it was higher than that because they were not charity. Navigator was not taking into account allocated costs that were being allocated to different Double Double Kid. You gotta read the book for that level of detail. Just get the damn book. But it’s not that complicated. I’ll say xero for readers. But the point being that charity Navigator disregarded both with G A P, the General Accounting Principles General, the accepted A Carroll accepted and the I. R s guidelines for doing this and charted every said. And Ken is very blond about this. We just didn’t take that into account. We just cut it off. So well, that’s not very fair, he said. Well, but the charity head of the opportunity to call us and correct it. So why is it up to them to call you to correct your mistake? Because they were up by almost 50%. It was like 85 instead of 60 was 85. Yes, yeah, yeah, and we don’t want to dwell on that number anyway, you know, there’s the whole overhead myth and, well, there is the biggest hypocrisy because, uh, charity navigator was the signature one of those I know. I had all three of them on the show when the letter when the overhead myth letter came out. Yes. I had Jacob, Harold and Ken Berger and Art Taylor on. Well, the other two were okay, but what did Ken Berger say to defend himself in that he’s the one who created the myth. So now he’s saying, OK, now we’re against that, right? I don’t get that. Yeah, I’m sorry. I’m getting a little bit. But I did have him on the show. That was, uh, October, October 2013. That letter came out. Um, that’s, um, other folks on the show to you. You opened with Dan piela and Brian mittendorf. Yes. Say both of them. They’ve both been on the go. Um, I don’t know what tooting my own horn, but this well, Danza show, do whatever the hell I want. Uh, they’re both good thinkers in this world. So damn very provocative. And he had a lot to say about one warrior project, Of course. Oh, you gotta read the book. You gotta be the book to find out. Exactly. I mean, everybody knows him from the Ted talk about the way we think about charities is what dead wrong. Okay, so we were Oh, it’s a charity navigator. In reaction to the reaction to the bad media charity Navigator puts them on what watch list or something or downgrades them. Right? The watch list thing. This is like This is so bizarre, Tony. I just can’t get my head around it still, and I’ve been swimming in this stuff for about 45 years now. So they put him on a watch list, and the watch list is nothing more than if unorganised ation is in the media in a negative way. They’re automatically put on the watch list because now we have some concerns about it. But now we have some concerns about it. So the funny thing is that a week or two later, right after that’s put on the watch list, CBS does another story saying Charity Navigator’s on the watch list. I Wonder Warrior Project. What? I’m sorry. Yeah, they put on the watch is by charitynavigator. Yeah, and the thing is bad. It was self perpetuating. But the other thing is that the story had nothing about being on the watch list. The story was just a rehash of other stuff they’d already right. So CBS wanted to grab this headline and then did nothing with it because there’s nothing to do with smaller organization Charity Raider Charitywatch. They did something similar. Yeah, they did in reaction to the media. Yeah, and they’re in the same ballpark I feel is charity Navigator when it comes to looking only at the numbers. Dan More shop. I don’t know if you’ve ever had him on. He’s out of Chicago. It’s a much smaller organization right on and again coming up with these ludicrous comments about the way charity should be run and no offence. Well, I guess I do mean to give offense. Let me be frank about my own intentions here. I don’t feel that Daniel Borisov is adding very much to the conversation about the charity world right now, and so I do criticize that, and if he’s going to sit there and criticize expenses, you should look in the mirror because his expenses with regard to his own salary a lot higher than anybody’s with regard to you. Is that right? Yeah, I mean, in relationship to the entire, but it’s like 1/2 $1,000,000. Your organization isn’t a tiny place. Okay, Um, all right. We still have another couple minutes before, uh, before before a break. Uhm All right, so they get this financial audit, it’s Simpson, Thatcher and f t. I. Very clean, with minor policy and procedure to minor things on you point out in a lot of detail the differences between the wounded warrior, project evaluation and the Clinton Foundation, but by the same firm Simpson Thatcher from, um, I guess we should start to, uh, hone in on the board a little bit. Now. You feel like it was left. Everything. Anything major out. I wanted to bring in the Richard Jones character. We left anything out. I mean, they were Well, yeah, jealousy. Okay, let’s take a look it for we analyze the boarding. Let’s look well, hard to analyze the board without Richard Jones being a part of it, and vice versa. But in terms of Jones role here he was the head of the audit committee, right? He’s the head of the Dam Art Committee that oversees the production of the 9 90 Yes, and he’s He’s flabbergasted by by these thieves. Media reports about overspending and lavish conferences. I’m sorry. Come back to take a break. Yeah. Let me get a break in. Because I know you’re on a roll for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention to those stories on and build support for your mission and your work. They do media relations, content marketing, communications and marketing strategy and branding strategy. Doug and I were talking about the Chronicle of philanthropy, and the assistant editor of Chronicle of Philanthropy is former assistant editor Peter panepento is a principle of turn to communications there. Turn hyphen to dot CEO. We gotta get the live listener loving Doug White. You brought, uh, you said you were out soliciting listeners. We got a lot of lot of live love going out. Thio Duncan, South Carolina, New York, New York Glenside, Pennsylvania, Jacksonville, Florida, Charlotte, North Carolina. Close. Thank you. Close to Emerald Isle. Tip of Florida Tampa floor. Like I’m 14 my voice breaks Atlanta, Georgia in New Bern, North Carolina Even closer. My goodness. Live love to there. Um, before we go abroad, Wallingford, Connecticut, and field Connecticut, Oakland, California, Arlington, Virginia. Franconia, Virginia. I know. Franconia. I think I might know that is, uh, somebody might actually be listening to me instead of you, Doug. 11 person. Uh, maybe this too. Uh, live love out to all of you. Philadelphia P A as well. Huntington Park, California And thats everybody, you know, and, uh, Br What is this? California. Where That br What you’re writing there. Braila. Braila, California Live love to all our domestic live listeners. Thanks so much for being with us. Let’s go abroad. Thio El Salvador. Guatemala. Lord is Guatemala multiple Guatemala. Welcome. Welcome. Live love to you Guatemala. Um Brasilia, Brazil. So Juan Korea, Inchon, Korea and, uh, Machado’s Brazil as well. Wonderful. Multiple Brazil, multiple Guatemala. And, of course, our friends in South Korea. Always checking in live love to each of our live listeners. Thanks so much for being with us and the podcast pleasantries. That’s where you know. Not that we’re focused strictly on the numbers, but the vast majority does listen by the podcast live listeners. You’re welcome to join the podcast as well for times when you can’t catch us. Friday 1 to 2 eastern time join the over 30 13,000 people listening live listening on the podcast. So the pledges trees the pleasantries and the AMA said pageantry is but the passing key pattern trees and the pleasantries go out to the podcast. Listeners, thank you for being with us. Got butt loads more time for, Ah, Doug White and, uh, wounded charity. Okay, um, I got so effusive, but I forgot. Over what? What was I? Oh, that’s right. This guy, Richard Jones, is the chair of the audit committee, for Pete’s sake. Yes, go ahead, Tyr, the audit committee and you have to go back and look at that broadcast that CBS did that first night, but also all three. But in that first night, and it was like, Shaq, you’ve got this terrible 9 90 out, and I’m shocked, shocked to learn that there are in proprieties financial proprieties at the wounded warrior project. But the fact is, there weren’t any minute they weren’t that. In fact, they did a evaluation of all of the budgeting for the prior seven or eight years. An audit. They didn’t find anything out of place, Not a dime. That’s right. I gave a bad remark. That was a bad film reference because the French lieutenant’s exactly what’s going on. It is bad and yeah, that was That was a bad reference. That’s okay, because of what? It really wasn’t any gambling going on in this in this there was not. But but Richard Jones was a boardmember and was also a senior executive at CBS and also very involved with the veterans community is a highly regarded guy. I mean, you know, when it comes to anything personal or anything, nothing there. I wanna be clear that I have found nothing in these people’s lives. That or anything but stellar. But in terms of evaluating what happened here, we have to be clear. Yeah, it was It was a crisis and people reacted badly and the board, collectively failed, failed the organization. Right? And I would also be clear about that with regard to, as I mentioned before, Dave Phillips and also Chip Reid. Stellar reporters Chip Reid was the CBS Carson, this guy. So getting back to Richard Jones, the report comes back orally. Remember that it’s not been anything delivered in written format, and there’s a news conference that the wounded warrior project has on March. I believe it was 9 March nine and says this is what the results were. And on top of that, we’re getting rid of our two top guys that same night that came through. But during that month, when that that audit was taking place, Richard Jones was involved in the interviewing process. So here he is being involved in the interviewing process, along with Simpson Thatcher on matters that he was very much overseeing very much a part of overseeing at Wounded Warrior project, about how CBS had had written and reported its stories. So there’s, you know, I’m not stretching for this one. There was a conflict of interest there. He had a duty of loyalty to both his employer and because of his board relationship with Wounded Warrior Project duty of loyalty there. Yes, he did, as well as Karen Obedience. That’s correct. So the question that I have never been able to ask, even though I did accept the answer even though I did ask it, is why he was permitted to do that, why he wanted to do that. I suspect a couple of things. One is he could do whatever you want to do because he’s boardmember and you know that’s what they do. Sometimes he was also very influential. I think that and I wasn’t able to really put thes two dots together. But I think that his having been somewhat instrumental in getting the Super Bowl ad brought him into the full W W p. And nobody really thought anything about it at the time and even asked Steve, how did he come into the board? And I asked him, boardmember is how they how he came into the board and they really couldn’t remember any kind of moment. But one boardmember said that he was very upset that Jones did not disclose his relationships with the other two organizations. So here he is, and I’m thinking something is going on here. But that was on the relationships worrying his LinkedIn profile. Those relationships wearing Richard Jones is linked in profile. That is correct. The board would not have had to dive deep too far. You don’t need a private investigator to find those you’re making good pose board relationships. Yes, you are making good point for a moment there, after I had badgered him with thes e mails. I think his LinkedIn profile became not public. But then I went back. About a year later. It was there. So maybe it was my fault, I don’t know. But at any rate, he was in a curious place in this whole drama here. And so I began to wonder, Did this this ousting process begin? Well before this crisis and was the crisis basically invented? So I’m thinking that it waas on. It was fairly easy to get some disgruntled employees, but I don’t know why. Eric Millette, the face of the of the CBS reports, came out to be so negative against Wounded Warrior Project after he himself had been so effusively positive about Wounded Warrior Project had been rated best charity to work. That’s that’s all comes from employees ratings. Yes, I’m not making any of this stuff as I am, he’s saying, Oh, I have great thoughts about W. W. P. This is all external stuff, right? It was a couple of years in a row or something. It was it was number one or number two number one charity to work at for a couple of years in a row in there, like the top five for others. But there was this Facebook page of disgruntled employees who felt that there there was. There were firings for trivial reasons. And they felt if you didn’t fit in, you got fired, right? Is that the basis of basically what their complaints were? That is what their complaints were. But it’s funny because the firings were for cause and there is some fairly big deal firings. One guy was caught stealing from the from the till fundraiser, and two people following that were fired because they allowed it to happen. They knew it. And so it was the opposite of what you’d find in a scandal. They were doing everything you should just to stay clean. Al was really on top of that. He would. And the other thing I want to be clear about here is that these people loved Alan. Steve, Steve, Steve was in a very public place and and Alice always been in the operation side of it. But in my interviews, I don’t think I had one person that I interviewed who wouldn’t didn’t go out of his way to say, you know, if it weren’t for Al here, he is the CEO of this multi $1,000,000 organization. Hundreds of millions of dollars of or he’s the second guy CEO Seo. And he’s he’s taking time to get me through this crisis or that crisis or worked with the V A. They used to make calls. They would make the calls to some of the recipients of the services. Yes, because at its core, W, W, P, and all of the V esos and others exist because VH has some cracks in it. That’s yeah, that’s that’s flushed out of the booth. Got a by the book to get you to get that detail. There would be cracks no matter what. But there’s severe crisis. So Alice going through in trying to help them navigate this Byzantine system and they love for Al. It was overwhelming, all right, we need to switch to the board. Doesn’t wanna spend time positivity and bored, and what the board should have done it so clearly the board should not have silenced do not have been silent itself on. Dhe should not have silenced. It’s to it’s to talk to duck guys. Steve went to Tony, Tony oh, tea or no and said we have to have a strategy here. And he had already created some outlines for a strategy with Live Strong. And I think Coleman and another group who had gone through crises and what the fund-raising resulted in from that and they were not interested in pursuing that. Now they have the crisis coming up there. They’re winging it and doing a bad job of it, right? He had encouraged crisis management training long before this all happened. Yes, and they didn’t invite eso. No crisis management training could be very valuable for you, For you, for you and your board. That’s right. And I will speculate, and I have to label. This is speculation or opinion or whatever. I believe that the crisis was somewhat manufactured, right? Well, that’s the long marinating his job. So the board Okay, so you want to get to the board and I taught board governance for 20 years at N Y. U and Columbia. I still do this Southern University, so I think, and I think board governance is where it’s at when it comes to really understanding. Non-profits and non-profits don’t really advertiser. Their boards are. It’s always the CEO. It’s out there in the face of the public. And so we really don’t know what boards do or who they are, which is, I guess, OK, But they are your listeners to know they’re the guys who are really running the show from a strategic and long range perspective. And so they really are the decision makers when important issues come up on. And in this particular case, they, I think, made a lot of bad decisions. And, uh, toward the end, I think they let Steve and Al do what they needed to do. But Allen Steve always made sure that the board was on board and that the board’s suggestions and opinions were always taken into account. And there are examples in the book where that is proven to be true. So, boardmember, who says Stephen Al just flew off? We had no idea what was going on is demonstrably false. Yeah, that all these right? All the lavish conferences the board had approved the conference expenses. You point that out? Yes, and they were sighted at $3 million they were under $1 million in one example Almost almost 30. Yeah, Exactly. Okay. What else? What else can. Non-profit takeaway. Well, board wise, it’s not. Everybody’s going to be in the cross hairs like Wounded Warrior Project. So it’s It’s a specific organisation there, but any organization can be caught and to be in trouble. So what should be? What should aboard do? The board should have a tremendous relationship with its senior staff. If there’s a bad relationship with the senior staff that has to be taken care of before anything else is done, that might mean getting rid of a few board members that might be get mean, getting rid of the senior staff. Make sure that’s there. The thing is, the thing about this is that was the case. There was a good relationship between Steven now and the board. But the problem is, and I think this is where Richard Jones played an oversized role in the whole process. They were allowed Thio fire these guys a Ziff. They deserved it and they didn’t deserve it. And so the board, the board has to be on top of this from a public relations perspective as well as an operational one, in my view, and the public relations perspective is not unimportant, it’s not just the dressing on the whole thing. It’s what’s really ruined. Or, I should say hurt. Not ruined. Hurt. Wounded Warrior project. Since that day, they have lost over 1/2 a $1,000,000,000 in revenue. The half 600 I think $50 million in revenue from that day in the last three years take caution. Get the book because there’s there’s a lot more detail that we were not able to cover. It is wounded Charity lessons learned from the Wounded Warrior Project Crisis, published early October, But you can advance by it on on Amazon. I know for a fact again, he’s Doug White, author, teacher and advisor to non-profit organizations and philanthropists. Thank you so much, Doug. It’s been a pleasure to see you again minded get mine as well. Next week, I’m working on it. I have I ever let you down? There was that one time with the fermentation show, but that was so long ago. I was I was only 52 then. Youthful indiscretion on that show. Um, if you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner CPS guiding you beyond the numbers record. Cps dot com by koegler Mountain Software Denali Fund Is there complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn to communications, PR and content for non-profits, Your story is their mission. Turn hyphen to dot CEO. A creative producer is Claire Meyerhoff. Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is By Scott Steiner, Brooklyn. They’re with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great. You’re listening to the talking Alternate network. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show. Beyond potential Live Life, Your Way on talk radio dot N Y C. I’m the aptly named host of Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti non-profit Radio. Friday’s 1 to 2 Eastern at talking alternative dot com. Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? Simply email at info at talking alternative dot com Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam Liebowitz, your conscious consultant and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen live at our new time on Thursdays at 12 noon Eastern time. That’s the conscious consultant. Our Awakening Humanity. 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Nonprofit Radio for September 13, 2019: Peer-To-Per Peek & Poverty Porn

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Noah Barnett & Kenny Kane: Peer-To-Per Peek
Our panel from the 2018 Nonprofit Technology Conference shares an overview of community-driven fundraising. How do you plan for, inspire and activate your supporters? They’re Noah Barnett from CauseVox and Kenny Kane with Testicular Cancer Foundation. (Originally aired 7/6/18)

 

Amy Sample Ward: Poverty Porn
Amy Sample Ward returns to discuss the issues around graphic images and descriptions of poverty. How can you avoid the porn trap and white savior stereotyping, while telling compelling stories and advocating effectively? She’s our social media & technology contributor and CEO of NTEN. (Also from the 7/6/18 show)

 

 

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Transcript for 457_tony_martignetti_nonprofit_radio_20190913.mp3 Processed on: 2019-09-14T15:44:50.067Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…09…457_tony_martignetti_nonprofit_radio_20190913.mp3.362581000.json Path to text: transcripts/2019/09/457_tony_martignetti_nonprofit_radio_20190913.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be stricken with in duration if you harden to me with the idea that you missed today’s show. Peer-to-peer Peak. Our panel from the non-profit Technology Conference shares an overview of community driven fund-raising. How do you plan for inspire and activate your supporters? They’re Noah Barnett from causevox and Kenny Kane with Testicular Cancer Foundation. This is from 18 and T C, originally broadcast on July 6th 2018 and Poverty, Porn. Any sample Ward returns to discuss the issues around graphic images and descriptions of poverty. How can you avoid the porn trap and white savior stereotyping while still telling compelling stories and advocating effectively? She’s our social media and technology contributor and CEO of and 10. That’s also from the July 6 2018 show on Tony’s Take Too Bad data at Consumer Reports Responsive by Wagner CPS Guiding you beyond the numbers wagner cps dot com By Cougar Mountain Software Denali fundez. They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn, to communications, PR and content For non-profits, your story is their mission. Turn hyphen to dot CEO. Here’s peer-to-peer Peak. Welcome to Tony martignetti non-profit Radio coverage of 2018 non-profit Technology Conference hashtag is 18 NTC. Where the Convention Center in New Orleans, Louisiana. This interview, like all our ntcdinosaur views, is sponsored by Network for Good. Easy to use donor-centric software for non-profits. My guests now are Noah Barnett and Candy Cane. Noah is head of marketing for causevox and candy cane is yo the Testicular Cancer Foundation. Gentlemen, welcome. Thanks for having us. This is great. I’m just telling, you know it’s great. Not that in 10 things. Not great. It’s exceptional. It’s exceptional. Thank you. In 10. Thank you. All right. Um, your workshop topic is community driven fund-raising. How do you peer-to-peer to cultivate dahna relationships and reach new donors? That sound familiar? Yeah, absolutely. We just wrapped up our session. We’re already done. Yeah, we’re all done. Yeah, we’re on the downswing. So this is the after party victory. Last. Both Put it. Well, um, community driven fund-raising. Let’s start with you. Let’s start close to know what’s what’s not being done. Quite right. That non-profits could you better. Yeah. So I think what’s interesting is we’ve gone through a few shifts in fund-raising. We went through this idea of there was, like, localized fund-raising back in the day, and then we went to Mass fund-raising, where we basically didn’t differentiate any of our appeals. We sent all that out, and now, today, like, I think there’s a fundamental shift where we’ve moved into what we call the connected economy, where the lines between digital and offline are starting to blur. And that requires a shift in how we approach fund-raising. And we see kind of a playbook for the connected economy is community driven fund-raising. Okay, the I like the way you you sort of set this up for us. The lines between online and the physical world and our real life are blurring. Indeed. Yeah. Okay, so we’re bringing these things together? Yes. Okay. Peer-to-peer community driven. Okay, Yeah. We’re calling it the connector economy because we’re just connected to anybody anywhere, at any time, through technology and our lives are more connected than ever. So why shouldn’t our causes b similarly, shouldn’t we be similarly connected to our cause is exactly is through our community. Exactly. Okay. Getting anything you want to add to the start up? Yeah, I would just say that. You know what? The Testicular Cancer Foundation were really big on storytelling and creating compelling stories that resonate with our audience. Not only, you know, as someone who’s been through it as a caregiver myself, but, you know, we try to put ourselves on the other end of the computer screen, or the phone would have you where these stories will compel people to act, compel people to donate, compel people that take action. Okay, let’s stay with you. Your your description says in fact, in boldface your description says that you will share with us exactly how to do this. How did so where Where should we start? We’ve been, you know, everybody sees peer-to-peer. Well, let me take a step back and I okay to synonymous eyes peer-to-peer and community fund-raising or you guys drawing a distinction between those two. Yeah, we’re definitely drawing in this station. Please educate me. Yeah. So I think what’s interesting is community driven fund-raising is what we’re calling the umbrella that lays over all the various aspects of fund-raising, where your community of supporters are actually the key driver of success in the campaigns here, it appears your war is a tactic inside of that. Larger. Exactly. And so in community driven fund-raising, there’s kind of a scale of the different types of things that qualify as that that moves from organization. Led meeting, like the organization is starting a campaign like a giving Tuesday campaign, a crowdfunding campaign, an annual campaign all the way down to supporter initiated, which could be I’m wanna raise money for cancer. And I’m choosing to do that for the Testicular Cancer Foundation. But I decided as a supporter to do that he didn’t created environment metoo do that. Organic indeed. Thank you. All right, so I’ll refrain from making those two synonymous because I’m being too narrow. I’m just choosing one method, one tactic. Okay. Um, all right. Exactly how, uh, Kenny, where Where did wish we get started? Yeah. So appealing. But I don’t know where to get going. Sure. So in this rolling in my last roll, which was a broader young adult cancer non-profit called stupid cancer, the same rules apply so you have people who are affected by cancer. Cancer was huge. Yes, you have enormous millions of kids and engaged around. Um, I know you’re probably right. Way did pretty well. Yeah, it still exists There. Still there. Still hammered away at it. He’s going to take a look. He’s one of the co founders of super cancer. Yeah, OK, so So the long story short is that my father was diagnosed at age 50 with testicular cancer, which put me on a path towards can fraud advocacy. Ah, in my early twenties and about two years ago, my friend Matt first learn who’s the founder of testicular cancer foundations and 80 wanna move from New York. Uh, lost. And I said, Sure. Ah, and I’ve taken over Testicular Cancer Foundation. Okay, But getting back to you, you know that the same rules apply where we serve people who are in a at a disadvantage spot going through cancer. You know, whether it’s a survivor, the patient, the caregiver who is helping the person caregivers often forgot. Yes, caregivers need to take care of them. So I was need to be coddled and cared for 100%. That was So what we do is we see these people go along a path of being recipients of the mission, being beneficiaries of the mission. And then they come back, you know, 23 years out. And, you know, they decide they want either run a marathon or they wanna create a cancerversary party. Cancerversary is a really big milestone where on the, you know, annual date of their diagnosis or when they finish treatment, which everyone they choose, people will give back, and typically they get back to the non-profit that help them. You know, I think it’s probably similar in all chronic health. I know what I know. An oncologist office where they have a bell, you ring the bell. Uh, your final treatment. I’ve seen a bell lifting a gun. Yeah, it’s a great milestone. Okay? And I had my own. I’m sympathetic to caregivers. I had some sense of it before this, but during the summer, this past, last year, summer and in the fall, September October, my mom was declining, and I was my mom. My dad and I were caregivers. I just watched her, and then she actually died early October of 2017. So I it became even more. I became even more aware of how you need to take care of yourself. I know it’s just one component of what testicular cancer is doing. Sure, the caregivers often think that they have to be selfless and and they can’t. You cannot give up your own life. T give another to get to another, you’ll burn out. There’s a lot of self care that goes into your caregiver. So when we talk about the community aspect of community and fund-raising, you know, and I’m so let the host Tigress. I’m sorry. Sorry about that. Sorry about Mom. Thank you. Um, about the host back to discuss. Welcome to the show cubine xero all week. So community German fund-raising kayman. Yeah. So the same rules apply. So people go through this process, they come back. And for every person who was perhaps turned away from the person going through this acute episode of, you know, not episode but a stretch of cancer treatment What Not whether somebody wanted to give them food or take them to the doctor’s appointment? The person kind of turned away. Community driven fund-raising is a great way to really activate your community of people who wanted to help you. And in the past we have created opportunities for fund raisers to convert into things like travel scholarships to a patient conference. So if you’re this arrive, er, you could fundraise within your community to raise money for a travel reimbursement. So it’s not necessarily scholarship is a little bit more democratic of a process. Scholarship can get a little tricky. So this skull, this reimbursement program that we did it stupid cancer actually allowed the the people around the person affected to help fund their way to the conference while doing ah e-giving back to charity, getting the tax benefits all that. But it was just a really nice way of recognizing what that person had been through. It’s time for a break. Wepner C P. A. Is they have a new wagon are on September 25th exempt or non exempt? Everybody in your organ has to be paid either hourly nonexempt unless they are exempt. Under the Fair Labor Standards Act, you need to classify employees correctly, and you need to document the decisions that you made around the classifications. The cover it all got a weather. CPS dot com. Quick Resource is and upcoming events now back to peer-to-peer Peak. And then so what’s the broader lesson for our listeners in small and midsize shops? Yeah, I think what’s interesting is community driven. Fund-raising is just a reframing of how we approach raising money and building awareness for the causes that were advocating for Okay, bye, basically recognizing the true value that every person in your non-profits community and as a community of supporters, whether they’re known or unknown supporters of your organization, Typically, we look at it from just a financial perspective. And so what community room, fund-raising says, is that it’s not just about the money that support Ercan give you. It’s about their influence in the time they can give you a swell and in the connected economy of the influence that a supporter has is actually more valuable than it’s ever been before. Because brands are being kind of blocked out of feeds. Whether it’s Facebook, it’s becoming really difficult for non-profits to reach any new people. And so, by turning inward and saying, How can we actually empower our supporters by inspiring, activating and rallying them? Latto actually be the fundraisers for organization. Okay, How do we get How do we activate this within our own organization? How do what we need to be thinking through? Sure, we’ll be in the team discussing. I feel like we’ve spent enough time on motivation. What are some steps? How do we get started? I’m interested. But I don’t know how to organize myself. Yeah, absolutely. Yeah. I think community German fund-raising is just like lens on how you approach fund-raising. And so I think it’s important to have non-profit leadership buy-in but also a fund-raising team in general and communications because community fund-raising is basically saying we’re gonna inspire people in our community, becomes supporters rather than guilt them. Then we’re gonna activate those people that have true potential to become fundraisers and advocates for our cause instead of and we’re not trying to convince people to do that, we’re just activating the potential that’s already and they’re already exists exactly. And they were rallying them together. So fundraisers usually see raising money and reaching new donors as their responsibility community German fund-raising says No. It’s actually your job to be a player coach and basically see your community is a valuable asset to help you fund raise, help you grow your impact, help you reach new donors. But I’m gonna ask you again. But how do we get started? I mean, maybe isn’t identifying certain people to maybe seed the program? I understand you’re not throughout the life of the pregnancy thing. Okay? You do something, you do something. But we need some seeds. Yeah, I think what we do is all. We always advise people to understand the different stages of community German fund-raising. And so the first stage is inspiring. And so, as you look at your current fund-raising, whether it’s an event, whether it’s a male piece, how do you look at that piece and see it from a lens that you’re not trying to convince someone or guilt someone to give to your cause? We’re actually trying to inspire them and because inspiration leads to sharing and action. Okay, so, yes, we wanted to share. Exactly. And then inside your current supporters, which is the second stage, which is activation identifying key supporters that are ready to do something more. And so one of our customers world bicycle relief every time someone donates at that moment of inspiration that they’ve someone’s been inspired to support the cause. They want to provide a next step, activate them to actually be an advocate or a fundraiser for the cause. And so it’s something as simple as that by they implement this new program, and they’re just asking new donors if they want to do more okay and presenting the opportunity. And if you apply the commune German fund-raising methodology, you couldn’t find things across your current fund-raising program where you just shift your mindset to be. How can we make this more community focus rather than organization driven? It’s sort of empowering them to India. I’m just adding another. I mean, you’re talking about inspiring them that they share, and then they take action. I guess I’m calling it, empowering them and giving them well in power and giving them permission and maybe some tools to work with the backdrop is shaking video stable. It’s not gonna fall, but I would add that historically we’ve created a fund raiser. Maybe you donate $20 to yourself so that you don’t share this fund raiser with the xero balance. The same rules apply to when you’re launching a campaign. You really need the buying of trusted, uh, folks in your, you know, in your group people that you know will ah, create a buzz. And you certainly don’t want to launch it on deaf ears, right? With zero balance et cetera. You mentioned storytelling earlier. You seem to make a point of how important that is. How does that help us? I guess at the first stage that Noah was describing inspiring the community. I think I think it contextualized is and provides insight into your motivation as a fund raiser. How do we start telling these stories? I want to get into the nitty gritty here. So obviously, we’re up against the algorithm of any given social media platform, and you can do it whether it’s the ah, email or through social post, but really providing, you know, maybe a before and after photo, in my case where people are, you know, going through treatment, and they come out with a smile on their face. That’s the best case scenario and just really humanizing it. You know, we talked a lot in our session today about being human throughout the fund-raising process. I think it’s really easy to get kind of technical and robotic about it and just create opportunities for people to self serving, you know, cradle, uh, fund-raising page and then never to be heard from again. Yeah, uh, I think causevox and you know, I know using causevox We aim thio certainly create opportunities for more than that. So you actually have a relationship with the non-profit as you’re going through the fund-raising fund-raising stages and and finishing the campaign about empowering people to tell their own stories so that it’s not coming from the organization, But, um, giving them the option to create a two minute self d’oh or log on their own way actually saw this firsthand. So and 10 is a non-profit who hosts this conference, and what they did was they said, How can we raise money for scholarships so that people could come to this conference for free? Who can afford it? And one of the biggest things they did was they said, you know, we have 10 board members that have influence and ability to do this, And so let’s empower them to tell the community why ntcdinosaur turns to them and fund-raising on our behalf. And so they were able to raise over $18,000 I just saw the banner over there. And there’s, you know, 50 60 70 different donors that came together to help support that campaign. And all they did was they said, Hey, boardmember is Ur supporters were gonna activate you to tell your story on our behalf. They did videos they wrote like testimony is different content. And so they didn’t say one thing that the other again, they just activated those supporters and said, Hey, can you share your story with the community and raise money on? And they were able to do that. And there’s people at this conference because of what those board members did in the stories that they told. Yeah, excellent. Excellent. Um, so eso were starting capital. So we’re activating people that they share. And then that they take the act, take the action of of actually beginning of fund-raising fund-raising on their own as we’re okay. It’s rise where, uh, going through this process of empowering described, we describe it. Do we need to circumscribe it a little bit about her boundaries around it? For listeners, that might be a little leery of maybe the power they were transferring too much power. Yeah. No, it talked a lot about this during the session about giving, You know, the non-profit needs to give up a certain degree of control. Do you wanna talk about that? Yeah. And I think that’s why the third phase of community fund-raising is about rallying, not controlling. And so I think our default is Well, how do we control this? How do we do this? How do we do that? I think in the connected economy, all the powers with the customer. And it’s on the non-profit to realize that their supporters have more power than they think, and so they can try to control that. Or they can really say, Hey, let’s rally this. Let’s support this and help drive this forward. And so I think if you jump to taking a control position instead of how do we actually rally people in the right direction? Um, you’re gonna miss huge opportunities, Really Activate your community. And, you know, this reminds me of the fears that non-profits had around Facebook allowing people to come. It’s been going on for years on their Facebook page. I don’t know if we’re gonna allow that we should have opened comments posted. Yeah, well, circling back earlier, we were talking about you know, the storytelling aspect and in the cancer world and again in the probably the chronic illness world of non-profits. It’s a beautiful thing when you have somebody sharing their story whether we are sharing on the behalf, which is most of the time. When you see in the comments, let’s say they have a rare type of brain tumor or something like that. They’ve never met or connected with another young adult with cancer. Little on somebody who has their exact same diagnosis. Tow Watch that unfold in the comment section where now these people are gonna be able to support one another. The fact that you facilitated that on the non-profit side eyes amazing. And it’s only going to contribute to this overall strategy of activation and engagement and getting people thio really buy into your non-profit and buy into your mission. Yeah, and you shared a great example that stupid cancer had a different name before it was stupid cancer. And it was, you know, this moment when they said everyone calls us stupid cancer because that’s the tag line so let’s actually switch. So he convinced the founder of the organization to switch the name too stupid cancer. Make the name of the organ and kind of say, you know, hey, like, we’re going to give power to this community that wants to be a part of this. And that’s when they saw growth from 252,000. Like you saw hundreds of thousands dollars being raised because they just again said, Hey, we’re not going to control this. We’re not gonna you know, they would correct people like we’re not the stupid cancer guys. Where the geever the other name? Yeah, it wasn’t I’m too young for this cancer foundation. Yeah, very Slavic, very wordy. But they gave up that control and then they saw, like, the momentum in the community like flourish. And I think what was interesting is that still progressed. What their mission Ford Waas. Maybe in ways they never expected or never would have done themselves. But it’s still pushed the mission forward. And I think that’s the opportunity that non-profits small, large medium all have today. And we see it time and time again with our customers at causevox and in parallel. You don’t get to decide what’s cool. Your audiences. Same sort of thing with fund-raising storytelling. All the concept for presenting today. It’s all about the audience. Indeed. Um, what about let’s talk a little more about building this into your annual fund-raising plan? OK, OK, what? You’re the experts. I have a plan now, and I don’t feel like I’m sufficiently community driven or or or at all community community supported what I need to rethink, not just what we’ve already covered, but how did I get this in my plan? Yeah, I think what’s interesting is fundraisers have like the same playbook, and they just think, if they do more of it that there’ll be more successful results. Um, and I think that’s why the burn out rate for fundraisers is so significant in our industry is because they feel as though there’s one playbook to run, which is more events. More e mails, more male, more time alone decides that they have exhausted that playbook. A organization w move onto organization. Yeah, try again. Yeah, and I think what’s also thing is it creates this window shopping experience where you’re always looking at other non-profits and being like man, if I only had what they have I would be able to solve. And what we challenged our people that attend our session is that you really need to look at the challenges and reframe them. And so we said is instead of saying OK, I need to do more of these things. It’s saying as part of my annual fundraising campaign, whether other things like we can do and what we provide It was saying, How about we take a look at our community and see if there’s opportunities that we can inspire our community, activate them and rally them to actually help raise more money and reach new donors? That’s part of our annual can I? I would, I would add that you know, people listen this interview who were saying All right, how do I deploy this? He certainly don’t want to cannibalize anything that’s working for you. So if you raise a ton of money in queue for you know, don’t don’t suddenly pivot and say, All right, I’m gonna try to spread that out for the rest of the year and then suddenly you’re exhausted by Q for. But there’s a lot of little things you can do throughout the year, like being more human, connecting with your audience. Giving up the control is we’ve, you know, keep reiterating Ah, and just being more of a social entity, you know, that’s kind of what it comes down to is is it’s not a one way communication channel. It’s, you know, the feedback goes both ways. Yeah, and I think it’s just even seeing the potential and being able to create the opportunities where you’re actually saying, We’re asking for more things than money. So a quick story. I spent six years running growth at an international relief. Non-profit and I was overseeing growth. But that was communications in development, and so are major gift officers, obviously were hard core, like go after money, cultivate new gifts year over year. And when I told them when I oversaw them was like there’s other opportunities for these major donors to make a difference. Their influence in their time are really valuable. You know, Major donors know a lot of other major donors, and so we continually go back and say The only thing we want from you is your money. We’re only going to get a portion of their value. And so we went to them and said, Hey, you know, would you want to do something interesting by, like leveraging your major gift to run a matching gift campaign? Or do you want to do a employee engagement campaign at your non-profit? Or do you want to basically go into the business network that you’re a part of and share this opportunity? Two. Promote and inspire other people to support the cause? And what we saw is that Mme. Or that we got them to invest their influence in their time. The more money they well, how do you make those asks? You just ticked off like three things. How do you make those? So I think, in the major gift side, obviously, you know, it involves, like face-to-face conversations and having a conversation and providing examples of what other individuals but people Do you wantto do this campaign or activate matching gift? So many make those asks. You want to do your own workplace campaign? Yeah, so I think obviously, in major gifts, it’s different because you have a personalized contextual relationship with that individual, and so if you know that they’re a CEO of a company. You can have a dialogue about that and say, You know, how are you engaging your employees to give back? As a community, you obviously care and see your legacy as giving gifts into our organization. How is your company doing? And so it’s having a conversation around that I think, in the broader sense where you’re asking a broader audience to do. Fund-raising is again making sure that you’re not asking everybody and just being like, Hey, this is a new way that you can give to our information our gift to our organization rather looking for segments of your audience that are ready to do something whether that means they’re new donors, they’re volunteers, their board members. They’ve been giving monthly for 10 years, looking for signals that they have the potential to do something. And that’s why we say that second phase is about activation because that means they already have the ability to do it. You’re just activating that, and so it can’t just be this broad sweeping thing where it’s like, Hey, now you can raise money on X, Y and Z on behalf of our cause. That’s not gonna work. You just ticked off a bunch of very good. Identify IRS indeed. Uh, who who? This might be appropriate for Kenny. I want to go back to something that you said earlier. The feedback has to be both ways, not organization Thio. Everybody correct. This that involves real listening on the organizations. And it’s hard. Sometimes you don’t hear things you might not. You’re not always gonna hear things you want to hear, right? Talk about how, how an organization consort of shift culture in terms of real listening, engagement that way, I think I think you guys were just talking about some really important, which is the signals, you know, in a non-profit situation, you have a lot of people who will come to the table. And, you know, people have ideas. People have always. You do this, you should do that. And, you know, one of the things that we always say is if you don’t pay attention to mission A, you know, mission B, C and D, whatever, we’ll all fail. Um, so listening is important, you know, for us, the example of changing the name of the organization was kind of a really big undertaking when you look back at it, Um, I think that you just have to have a qualifying process, you know, kind of Ah, multiphase approach to letting feed back into the top and looking at the person who is suggesting it, Uh, kind of like I said, creating a rubric to take me back in. And you know, you have a board of directors for a reason. So if the board is providing you with information, obviously it’s probably a good thing that listen to, but also, people who were out of the core of the Apple can sometimes override the most meaningful feedback and again, trying to figure you gotta be, you gotta be ready to hear that you know, not only not only listening to your board and also where they’re coming from, what is their motivation for providing this feedback? And if I can have two things that what we did at my non-profit, it’s first and foremost, we had to convince the organization that the donors in our supporters actually mattered. So much of our head was like we’re doing great work, were, and we just need people to give us money, and so what we did was every week we had on our designated. So we got leadership buy-in where everybody in the organization wrote thank you notes to donors. And so that started to say, Hey, we’re gonna send her on this. And then we started doing what, like, surveying or net promoter score type things where we asked, Hey, you know, uh, would you recommends our organization to a friend, family or colleague? If so, why? Why do you support our organization? And we actually started using their responses in our fund-raising copy because they were telling us why they support our organization in a way that was specific, that we could actually share with others. And they also told us ideas on how we could improve. And so I think the person foremost is you have to cultivate that idea that you’re actually gonna listen because you value that person’s opinion. And second is you just have to ask. I think we asked for money all the time, but we don’t ask for what people think or why they support our organization or how could we improve this organization? How could we reach new people? We asked that question to a small segment of donors. They gave us tons of ideas that we were able to filter throughout our organization. We’re gonna leave it there, gentlemen, thank you very much. Thank you for having us. You’re not on the You’re watching the video. They’re both redheads on. And they are Noah Barnett. He’s head of marketing for causevox and Candy Cane, CEO of the Testicular Cancer Foundation and co founder of Stupid Cancer. That’s right that way. Three a curveball. And you just handled it. It’s amazing. Oh, yeah. Thank you. You get to use overviewing. Ingratiate yourself. All right, we’re out here where he’s trying to get in by the back. I’ve been listening to 20 martignetti non-profit radio coverage of 18 90 sea This interview sponsored by Network for Good. Easy to use dahna management and fund-raising software for non-profits. Thank you so much for being with us. We need to take a break. Cougar Mountain software koegler cook amount in software is simple to use and the support is phenomenal. With a program like QuickBooks, you don’t have support. If you don’t get support, it’s worth nothing. That’s from Christine Christenson, owner of Broomfield Sheet metal. Okay. Granted, not a non-profit. But so what? You can’t learn from a small business. I’m sure that you can. Small business owners have, ah many of the same challenges as small and midsize non-profits, and she’s got experience with Cougar Mountain. Kruckel Mountain has a free 60 day trial for you. You get it at the listener landing page. Tony dot m a slash Cougar Mountain. Now time for Tony’s Take two bad data. Bad data at Consumer Reports. My dad and I have very similar names, although he uses an initial middle initial, I do not. And, um, that should be a clue. That’s the sufficient clue for somebody who works in data s O that it should be queuing. Consumer reports that we are not the same person. Nonetheless, when I moved, they thought it was my dad who moved. So they address his correspondents to me down in North Carolina. Not only the middle initial but last known address should have been a clue. Also because I did not live most recently with my dad. I lived in New York City. So last address. That was another clue. Um, so they did not pick it up. I’ve told them several times by reply cards and by e mails, they haven’t gotten it. Maybe this will do it. And there’s also a lesson for you. You need to pay attention to your data. The video is consumer reports. Your data is bad and that is at tony martignetti dot com. Now time for poverty. Porn with Amy Sample Ward. Now let’s bring in any sample Ward. She is our social media contributor and CEO of and 10 the non-profit Technology Network. Our most recent co authored book is social change. Anytime, everywhere about online multi-channel engagement. She’s at Amy Sample ward dot or ge And at a M E R s Ward. Welcome back, Amy. Simple word. Hi. Thank you for having me back. It’s my pleasure to have you back. This is, uh, uh, this is the Have you been back on the show since n. 10? Since ntcdinosaur Theo ntcdinosaur think this might be the first time I think it is. I’m pretty sure because I was leaving you alone because I figured, you know, there’s clean up to do and thank you’s to sand and lots of stuff. So, um and then you had a staff planning Then you have your staff planning time? Uh, yeah. So to two times a year, all of the staff? Because not everyone is here in the Portland office. Have some remote dafs. Everybody comes to Portland for a week together of planning and craft and happy hour and things like that. Wonderful. Yes, I think they call it staff planning. But planning is not all that we D’oh. Excellent. Nor should it be because you’re all together only twice a year. So you have many vulture virtual employees. So congratulations on a wonderful and fun. And I hope from your perspective, successful certainly was from mine. Uh, and T c non-profit technology conference. Congratulations. Yeah, thanks. Yeah, I think it was a really good year. You think so too? Good. Yeah, I’m glad. I know it was fun. I know that’s without question, but we’re doing it for a little more for the just the fun purpose fundez one is up there fundez up there, but education and technology, You know they rank too, but congratulations. Thank you for being part of it again. Thank you. Uh, was my pleasure. We got a lot. We got 30 interviews for non-profit Yes. Great. No, thank you. Um Okay, so we’re talking today about poverty. Porn? You said this had come up for you in Ah, some discussions or members have been raising it. You’ve been hearing, Ah, little more chatter about this. Yeah, I think that organizations are organizations have been criticized for participating in poverty, porn for years. But I think those have often been organizations that are really, really big operating on an international scale, global scale that are maybe more vulnerable to criticism because so so many people are seeing what they’re doing. And they’re raising so much money. And, you know, with all of that kind of spotlight and revenue, I think naturally organizations, regardless of what they dio, are open to criticism of lots of different forms. Right. But now I think organizations are starting to see Yes, we’ve, you know, maybe criticized those organizations for years, but also maybe we’re a part of that. And what does that mean for us? You know, you don’t just have to be really, really large organization or making lots and lots of revenue off of a single appeal toe, have some issues with the way you’re you’re doing your work. So I think these organizations are starting to see that there. Maybe starting to ask more questions because they’re getting you know, the the digital teams who are managing that content are starting to feel like if something does happen, you know, they’re the ones that posted that photo or sent that tweet or whatever and really wanting to figure out how how to navigate. What? What’s the best way to tell this story? Onda void. Ah, potential backlash. Yeah. Um, how would you define this? Do you? Ah, I have a way. But I’m gonna hear, you know, how would you define poverty? Porn? I guess I don’t have probably an eloquent think definition. But if I was explaining poverty, porn to an organization that I think you know without knowing, whoever we’re talking to you, what their mission is poverty point is when you’re who may be taking advantage of the difference between the audience, you’re calling tau action. Most often it’s for donations and these people that you are serving in whatever way instead of maintaining the humanity of everyone involved in that situation and honoring all that all of those people have and really um, owning the story about what you do in the power of in a example, their donation versus trying to exacerbate the difference and the things that are quote unquote not had. But this group that you’re serving and focusing on that discrepancy, I think to me is, is really what it’s about. You’re not maintaining everyone’s humanity and then highlighting the service you provide your instead maybe kind of further opening a divide. And most of the, um, backlashes that have seen or, you know, examples of this on the Web are our images, but could be written and you could see right majority video. But a written description could also be, um oh, totally exploitative or, you know, yeah, the language that we use to describe communities right? Could also highlight that that gap that you’re describing Yeah, um, you know, it’s ah, it’s It’s very sensitive, you know, because we are trying to do very good work and we are motivated. And our mission statements are oh, are around help of this vulnerable population. What? Whatever it might be whatever country it might be. I mean, it’s not a lot of the lot of the images are from abroad. I mean, I see a lot of, like, South America, Central America, Africa. But it could, you know, it could be right here in the U S. To I mean, you could certainly, ah, go astray with images and written descriptions of conditions right here, right here in the U. S. Certainly certainly. Um, but, you know, so where were motivated by the right, um, in the right directions. But But we, uh you know, it may just be is easy is like, you know, consciousness raising, which is what our conversation hopefully is doing, and and certainly a lot of the conversation. You know, like, I saw things back to life 2013 or so talking about this subject s so I think a lot of it, because our motivations are, you know, I always impute good motivations to non-profits. And most people, uh, there are good, you know, it’s just raising consciousness. I mean, I think that is there are lots of tactical things that we could talk. Yeah, you’re right. It’s not just your right. Your underlying the thing that’s really gonna create change is that organizations and the individuals in those organizations actually do some really hard work. Two to figure out an address and accept and try and move forward from all the biases that they’re bringing to their work. The again, even if their motivation, their intent internally, is field pure and good to them, it could still be coming from a really kind of dangerous place that they are the savior of that community. Right? And that, in itself, isn’t is a bias. That’s gonna mean you. You cannot create content whether that, you know, photos are writing these descriptions that not coming from that place, right? So I think just doing that internal work to say, Gosh, how are we, you know, without explicitly, like deciding to do this? How are we already coming at this from not the best place, you know? And as an organization, what are the practices or policies that we have that can help us change that? I mean, you know, if we want to start at the big picture level, don’t think about tactics. Things like do every single one of your staff regularly have opportunities to interact with the community members you serve. If they don’t, they’re not in a position to speak from a place where they understand the shared humanity. They under stand that everyone both inside the organization and those being served all have strengths and weaknesses and hopes and dreams and challenges and are at a place to really, I think, talk about the work in a more productive way. So even just at that level are you creating opportunities for every single one of your staff to be a part of the community. I think I’m always surprised how many organizations where they say, Oh, no. If you work in the office, you don’t ever talk to the community. Only our programs. After that, why would you do that? You know, why would you create this wall? The silo between the staff talking about the work, the staff, deciding how the work is gonna be done and the people participating in that work that doesn’t make anything? No. And those opportunities need to be more than photo opportunities to know that there’s lots of examples, you know, it has to be meaningful. You know, there’s one of the iconic ones, I guess infamous one’s better. Better than infamous ones is, you know, eyes, Ellen Too generous in Nairobi with lots of kids around her. And, um, there’s one of cheering wearing the red nose with Liberian children around him. So what? I mean, I think it’s really smart to bring that up, eh? Because now, people, now everybody listening to our conversation, you can think of the same kind of image, but also that I think, totally the kind of thing that organizations would think to do with staff right is like, Okay, here are the folks that we serve. Here’s some of quote unquote us. Let’s take a photo together. And inevitably, these photos like the two you just suggested when you’re years ago like Ellen and Nairobi, a red in Liberia. It’s like here is this person in the center of all these other people and you are both figuratively and literally centering yourselves instead of centering your community. This is now not a photo about those people. This is a photo about you, and that is kind of the epitome of what we’re talking about. Your right is that you have come in to save them your services, you’re donations. You or whatever it is, um are literally the center of instead of this community truly getting, too to be in that place. So I think that’s a really great, like daily kind of check check and balance for yourself. When you’re when you’re looking at tweets or you’re looking at the way you describe something that you’re looking at a photo, you can just say, Is this photo centering the people that were serving? Or is this photo about us? Um and there are certainly times where a photo should be about you, but that doesn’t mean that the photo should be you surrounded by people you served. Maybe Then it’s a photo of just your staff at you know, the conference table looking on something or you know what I mean. It it’s going to be about you make it only about you and not you. In contrast to your community. Very good point about figuratively and literally making the individual the center surrounded by the community in need. Yeah, excellent. Yeah. See, this is why that’s why we have you on. Because I looked at the same pictures and I did that did not occur to me. But that’s the brilliance of of ah expert, you know, lots of flecks of expert Well, in this case, we have one expert and me but other ex other people contributing, exper having experts contribute. That’s what I mean. Okay. You think about this, You know, it’s a value of having multiple multiple opinions and and eyes on something. Very. It was very well said. Thank you for that. Um, I was thinking you buy what? I wasn’t thinking me for what I just said. Yeah, that was obviously you’re welcome. I had a defective. I wouldn’t I would probably not consider it effort, perspective, but it is an opinionated one. So, uh, you bring a lot of insight and wisdom to the show. Um, yeah. You know, another part of the problem is that these images are descriptions, You know that it’s one dimensional. You know, if I’m here or if you swoop in with your donation from the United States, that’s going to solve the problem. The child will no longer have empty hands reaching out, you know, on. And we just have a minute. But weaken. Obviously, we can keep talking beyond the break. Poverty is multidemensional mean. It includes Gover, the local community. The local community needs to be empowered. It includes, um, well, and I think thinking about those layers, we can talk more about this. Those layers of change that need to happen are are important. But also, as we continue to see the kind of donor base of America change as Boomer’s got older and millennials, you know, come into more of the majority in the world of social action that there is also your community. Your audience for this kind of message also knows there are multiple layers and maybe that immediate kind of gut reaction of Oh, my gosh, this crisis just happened. I want to respond, is there? But if you also if that’s all that you do, you may not be really seen as a sustainable organization undressing all of those layers of change. And I think that’s a huge opportunity. No, you’re seeing yourself. Yes, Thio one dimensionally. All right. Uh, time for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories, get media attention on those stories and build support, media relations, content, marketing, communications and marketing strategy and branding strategy. They’re at turn hyphen to dot CEO, and we’ve got butt loads more time for Amy Sample Ward and poverty. Porn? Yes, we were just saying, Yeah, it it Ah, it narrows the the viewers focus to just donate. And there’s a lot more that you can do. I mean, and, you know, if we’re talking about, um, poverty and hunger, I mean that that could reach to, you know, advocacy around, Ah, global climate change policies, which you’re never going to get from these one dimensional ideas. No, in little. I mean, I also don’t wanna got buckslip name now to our conversation up for this idea that every single tweet, every single picture, every single email appeal needs to talk people through. How do you know this action today is connected to this action in this all the way on. That’s not what we’re trying to recommend. That every single one of those has to include all of that context. But it should always include the context of what really you’re asking for. If you are asking for donations for a really immediate need, the donation is still not the actual transaction of those medical supplies. Most likely, right. So So at least framing it truly in what it is people are donating Thio. Was there an earthquake? And these donations are in part to buy medical equipment and to support the medical teams administering it. Well, that’s also a really great story. Who are these medical teams? What kind of expertise are they bringing? You know, you don’t just have to focus on transactions, because when you do, you make both the donor feel like they’re part of a band transaction and the people receiving the support her the end of a transaction. I don’t think anyone really means for that. I like, you know, back to that good intent piece intent is not impact, but also, even even in this case, I don’t think that’s really what you intend. You know it so So raise that up and don’t focus on Oh, this is just like your example before I really like that, you know, Now these hands are full, doesn’t know what happened in here, you know, and so really talkto what is happening. And at a a tactical level, you know, there’s this is opportunity for terrific content. No direct people to, you know, you and I was talking about fresh content and depth of content. You can tell the story elsewhere. So the tweet is bringing. The tweet is briefed The Facebook post, the ad, whatever is brief. But then there’s a link to you know, the back story back-up more medical in this example who these medical teams are. You have an instagram account. Well, you could do, you know, instagram stories with either, you know, actual quick video interviews, updates Facebook, live there like there’s a ton of rich content you could have when you move to trying to really own what you do and what your story is, instead of trying to focus on this idea of a really, really immediate really, really fast transaction. Because that’s not the humanity that you want to be representing anyway. Yeah, yeah. And and wrapped wrapped up in all this is you know, the idea that the important idea that the donations air not sufficient while while they’re necessary and we do need them, they’re not going to solve the problem alone. Exactly the bigger context. You know that. And I love your idea. The xero You’re not talked about this a little. Okay. Going well, just you can You can actually then shift the spotlight to some of the work that you’re doing. Like you’re saying, you know, show videos of some of the programs and some of the care that you’re actually giving you can you can shift the lens back to you as the provider. You know, when it’s all in the bigger context. It’s a part of the bigger context. Well, I think there’s two things to think about here. One is that we talked about before. Any campaign, whether it’s fund-raising campaign, our advocacy or whatever is never gonna have only one ask, of course, every you know, kind of sector best practices. You only have one ask a time. But once someone takes that action, they have made the donations they have called their senator. Whatever you need to be ready with another ask because they were just willing to do what you ask them to do. You might as well tell them that to do something else right? So instead of having you know, here’s eight different things, please do what you want. You give people one, and when they do it, you take them to the next step. Then you take them to the next step and you just keep going. And, well, from a tactical perspective, definitely think about it that way. And from a content perspective, just as you’re recommending, I love that. Get people hooked in and then have them kind of watch the whole thing play out, right? Continue to see how the work is happening on the other thing to think about, I think, is that there’s a lot to be sad out in the sector right now about how you know, there are certain changes in fund-raising that people are more connected to a topic than necessarily a single organization that they’re gonna donate to over a year over year. You know that they care more about, um, the topic and whoever is maybe doing something good on that topic is who gets their money. This is a great way to keep people actually hooked to your organization instead of floating between organizations in the same cause. Because you’re not just getting them to have a single transaction with you because it was immediate and compelling and kind of Ah, uh, fast. Wait for them to feel connected. You have then continuing to connect them to you with these with content, of course, but also with those continued actions, ways where they’re getting deeper and deeper into this and feeling like, yeah, I donated, but also high, you know, submitted, uh, short message for the medical team to provide to those children. And they’re starting to actually feel like they are a part of your work, which is the whole goal of this. Instead of feeling like, Oh, I feel relieved that I sent my $10 to that organization and I don’t even know who they were because it was just the organization I saw on Facebook, right? So really shifting. How you frame all of this is, of course, as we’re talking about today getting you out of this trap of poverty porn. But it’s also serving you to build real community with these supporters. Yeah, it’s the how many guests we’ve had on urging the relational over the transactional That’s you. You put a lot of depth into it, but you and I have talked about it and other guests as well. That’s the way to stand out, you know, as you said, that’s the way to bring people to your cause and keep the mayor. While the, um the ah, a lot of lot of, ah, activists and donors are you’re saying more mission oriented versus organization oriented. But, you know, if you can draw them into your work there, they will stay with you. It’s the relation, actually, Yeah, it’s the relationship, of course. All right. Um, you know, another. Another facet of this is that, um all you know, these regions are not monolithic. All of Central America, South America and Africa are not poor on and needy and destitute. You know, there are thriving cities. There’s beautiful, rich history, culture, toe, all of these, you know, to all the African nations and all these other parts. I’m talking about parts of the world I’m talking about. So you know, e I think you want some balance there, too. Tooley. And I think there’s argument to be made that there are can definitions that we have organizations. We as Americans. We, as white folks, can put onto what is, uh, community experiencing property or what is a geographic area that lacks access to refers is that are not going to be a shared definition by the people living in those communities. And I think That’s a really important thing to remember as organizations trying to highlight the service you are providing or the way that you’re serving that community. Is that your definition of their needs and comparatively, to you? You know how how unquote in property they are is going to feel different in their own lived experience. So finding ways where they can authentically talk about again back to it was the beginning. You know, their hopes and dreams, their challenges, their life, and the way that they benefit or appreciate the services is going to feel far truer and position your organization into their community than it is for you to say from the outside. You know, look at this community we’ve kind of defined as meeting this And here’s how we’re going to fix, you know, back to that idea that are you centering you and and the organization? Are you really centering this community? How How are you doing that? Um, recognizing that part of deciding who you know that a certain community is or is not in need is part of that we’re gonna leave it there. Any simple word? Excellent. Thank you so much for talking about Tony Anna. What the a scary topic for some, but I think it was a good conversation. I absolutely agree. And we’re not scared to be a little provocative. No, not at all. Thank you. She’s Amy Sample Ward at Amy Sample Ward dot or GE and at Amy Rs Ward. Next week I’ll be back live in the studio. 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