Nonprofit Radio for February 8, 2019: Financial Fraud

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

WegnerCPAs. Guiding you. Beyond the numbers.

Credit & debit card processing by telos. Payment processing is now passive revenue for your org.

Fundraising doesn’t have to be hard. Txt2Give makes it easy to receive donations using simple text messages.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Tiffany Couch: Financial Fraud
It can happen in your org. How do you prevent it? What are the red flags that reveal it? What do you do when you discover it? Who are the likely perps? Tiffany Couch is a forensic accountant and CEO of Acuity Forensics.




Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

View Full Transcript

Transcript for 425_tony_martignetti_nonprofit_radio_20190208.mp3.mp3

Processed on: 2019-02-08T23:16:47.660Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2019…02…425_tony_martignetti_nonprofit_radio_20190208.mp3.mp3.231634044.json
Path to text: transcripts/2019/02/425_tony_martignetti_nonprofit_radio_20190208mp3.txt

Hello and welcome to Tony Martignetti non-profit Radio Big Non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be thrown into Al just thesis if I had to endure the pain of knowing you missed today’s show. Financial fraud. It can happen in your organization. How do you prevent it? What are the red flags that reveal it? What do you do when you discover it? Who are the likely perps? Tiffany Couch is a forensic accountant and CEO of Acuity Forensics. Tony, Take two. Did you become an insider? We’re sponsored by pursuant Full Service fund-raising data driven and technology enabled Tony dahna slash pursuant by Wagner. CPS Guiding you Beyond the numbers regular cps dot com by Tell US Attorney credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four four nine nine nine It’s a privilege and a pleasure to welcome Tiffany Couch to the show. She is CEO and founder at Acuity Forensics, a forensic accounting firm in the Pacific Northwest. She has over twenty two years experience in accounting with the last fifteen years focused on forensic accounting. Her expertise is fraud, investigation, forensic accounting, internal control, risk assessment and complex litigation. She’s been a source to The New York Times, Forbes, CNBC, NPR and the Wall Street Journal. Tiffany’s company is at acuity forensics dot com, and she’s at the Tiffany couch. Welcome to the show, the Tiffany couch. Different couch Different, eh? Hello. Welcome to the show. Thank you. All right. You okay? There. Now I’m great. Okay. We got you Don’t know what happened. Okay. Okay. Um, forensic accounting. I said it like four times in your introduction. Esso. I guess this is what you do. This is what you know. Um well, not only I guess I know for a fact, because, uh uh, I know you’re Bonified. So tell me what what have forensic accountant does? We’re I’m a nontraditional of C. P A. So no taxes air audit here, one hundred percent of what I do is really, you know, prepare reports and prepare information for lawyers. Court for clients who are either in litigation are potentially preparing for litigation, much of which is related. Teo investigating white-collar crime. So forensic accounting, are you Are you looking at numbers like tracking dollars backwards to find sources and pathways? Oh, yes. How do you do? How do you do that? Well, we’ve got We’ve got a great case right now where we’re working on a case where this woman took money from a business and we can see in the banking account she clearly was spending all of my clients money on her personal items, so that part’s sort of the easy part. But my client’s telling me, well, my book’s reconcile everything in the My and my accounting records reconciled so well, I can trace the loss and the bank account. The next question is, Well, what the heck happened in the books to make it all reconciled to the bank? And what we figured out is that she was entering these transactions as other vendor names or, you know, dumping a bunch of stuff together and putting it in as an amount in the books. And so so, yes, my job is part treyz sing and part sort of sluicing through the books. Did these false transactions get entered in the books? If yes, how so? And communicating to our client, You know, here’s what happened. Here’s how much your losses are and, you know, let’s talk about what your options are going forward. So So at the end of that, you produce then a real set of books. A real set of Yeah, but no one called. Yeah, general ledgers and, you know, property profit loss statements like, do you? Do you have a real set to compare with the phony set. If that’s part of our engagement, that will be something that we do. Yes, sometimes we hand over our work and let the bookkeeper’s or, you know, somebody else who can do that at a lower rate than us. Put the books back together again, and we sort of blessed their work. But they take, you know, all of the things that we did to go back and re create the books. But sometimes the court Ah, and others the lawyers asked us to recreate the books so that there is a you know, like you said, it’s said a good book that the client can have not only for, you know, prior years, but in perpetuity. Onda lot of the work you do is with Non-profits regrettably, yes, that, sadly, ah, lot of our work is with non-profits what we I say non-profit from more vulnerable to this sort of thing, eyes that because we’re trusting people by nature, that’s one that’s probably one of the biggest one here. You’re trusting. But it’s really the idea that you’re there to do something really good in the world, right? That non-profit was started because of the goodness of somebody’s heart or a group of people who wanted to do something great in their community. And what we find is that we often when we have that mindset of our world or of, you know, the way that we operate, we cannot possibly imagine that somebody is not operating in that same way. You are, right? Why? Why would somebody steal from us? We’re we’re rescuing, um, stray cats. You know what? Why would somebody steal from that mission? Personal person? I don’t care for count, so that’s a bad example for me personally. But we’re rescuing stray dogs. You know, that’s a that’s a very that’s a very we are We’re the little League. Uh, we’re the local church. You know, we could just make the long list of all of the non-profits that you can just think of in your very small vicinity from where you’re sitting right now today and you can identify all of these non-profits and you can say, Well, that would never happen to me or that would never happen to them. They do such great work. And in fact, there’s multiple reasons why non-profits lose out. Unfortunately, the first one is that mind set. And so we often don’t. I actually understand that people are not operating, you know, out of the goodness of their heart, even though they’re acting like it. So there are. There are bad actors who are baseball coaches and P t a moms, and they’re the PGA mom there the board members with access to the money. They are the wonder most wonderful executive director, the up and coming executive director who was, you know, accomplished in under forty. And she was just making waves in the in the town that they were in and being ableto fund-raising money like nobody’s business. And she was taking that money and spending hundreds of thousands of it on, you know, Victoria’s secret and going to Las Vegas and having a really nice time on their dime. I see. Okay, way. Just have about a minute or so before our first break. Tiffany. Okay, what are what are just like thi’s this and we could spend more time on it after the break. What are some of the risks? Teo Non-profits if if they do suffer a loss? Well, there’s lots of weaken taught. Well, well taught us talk about reputational risk. Let’s talk about the risks that put them invulnerable. First in the first place. And then if that fraud does occur, let’s talk about the reputational risk to them, Um and and the pros and cons of not moving forward with the case. If this does happen because there are pros and cons of moving forward with the case, I think first we should talk about what puts them uniquely at risk. And then how do we handle it from there? Okay. Okay, we’ll do that. Now, sometimes, uh, we have to take a break. I forget where we were. So I’m counting on you to remember that. Okay. Oh, I’m no problem at all. Thank you. All right. Pursuant, their newest free E book, The Art of First Impressions. Do you need more donors? This is all about donor acquisition. It includes the six guiding principles of ineffective acquisition strategy. Also how to identify your unique value and use it to your advantage. And it includes creative tips as well. You’ll find this at Tony dahna slash pursuant. Remember the capital P for, please, to get that book now let’s go back to financial fraud and, uh, Tiffany. Uh, so where were we? Oh, the pros and cons of going forward. But you said there’s something we should talk about first before you wanted before that. What is that? Well, yeah, let’s talk really quickly about the risks, because it’s more than just the risk that were in the world in the space to do really good. Right. Non-profits air. Particularly a risk for a couple of other reasons. Andi, I would really love to point that out to your group. Killer standing. Yeah, let’s go. So number the second one, in addition to where we’ve got a great world view, is that we don’t have accounts receivable or we rarely have accounts receivable. We’re relying on those donations on those fund-raising dollars, and so we don’t always know what’s coming in. We don’t always know what shows up in the bank, or if somebody walks in and write a check out of the goodness of their heart or gets on our website and makes a donation. We don’t always have sort of a great tracking of those incoming dollars. In a typical business, you have accounts receivable, right or you have inventory that you’re selling and you can You can track you know what you think your business is doing. And so that lack of accounts receivable can make non-profits particularly vulnerable to cash or even, you know, check skimming schemes. Meaning I take your money before ever makes it to the bank. You never even see a red flag. Big risk. And but the next one or the last one we should really talk about is just this idea that we don’t have enough resource is right. Every non-profit is usually doing a great job of managing their money. And and they seem to think they have few Resource is. And as a result, they often have too few people having too much access to either money coming in or the money going out without a lot of oversight. And so that perceived lack of resource is can often mean we don’t have the right internal controls and and creates that bigger risk for non-profits. Okay, so you need to invest in. You need to invest in in controls and oversight. So So if you don’t have the expertise of Ah, are we talking about just something simple. A simple was a bookkeeper and bringing in a freelance bookkeeper. Is it that simple? It can’t be that septum. I teach non-profits that we don’t even have to pay for somebody extra. We need to hone in on the resources we have, maybe with the board. So it’s somebody in house is handling all the money coming in, You know. Do we have a simple system of tracking man and taking and separating? No. The money coming in from the person who takes it to the bank. Do we have somebody reviewing the bank statements and canceled check images Or or like the non-profit I just told you about? Everybody knew on the board. But the guys that the lady myth, gentlemen and men and ladies who signed the checks. They knew there was a credit card. They paid it. Every month they sign the check for it. Not one person ever asked to look at a credit card statement and had somebody asked to look at a credit card statement. Guess what would have happened? Her fraud would have been uncovered in this in the first month. Victoria’s secret Victoria’s Secret would have been apparent. Yes, because We’re not putting Victoria’s secret items in our fund-raising baskets at the gala. Right? So I don’t know. That could be again that actually have to be the best dealings. That really wonderful people who are in our non-profits who are our volunteer boardmember They just don’t realize some of the simple things they could be doing to minimize and reduce their risk. Okay, Although, you know, I was saying way of Tiffany, call back. Okay? Tiffany, would you please? We gotta Really It’s getting really scratchy. Is it better now? OK, wait. Hold on. Hold on. Is it better now? No. Okay. Would you, please? Yeah. Would you please hang up and call right back? In the meantime, we’ll take our second break. It’s not your fault. Don’t blame yourself. Wagner, CPS. They have a block post for you, which is differences between your nine ninety and your financial statements. Have you ever looked at these two things and seeing that the same description has two different numbers? Seems like they ought to match. Especially if the same firm there’s Tiffany, especially the same firm is doing both. Write your nine ninety and your financial statements. You would think they would match. There are very simple explanations. You can learn them by going to wagner cpas dot com. Quick. Resource is and then blogged. Okay, we have Tiffany Back-up. I’m here, don’t you? Are you sound? Sounds stronger and brighter. Okay. Yeah. Very good. Very sorry about that. I was just getting all crackly. Don’t blame yourself. You know, there’s a long distance between us. You’re down in, uh, down in Raleigh is not right in North Carolina. No, I’m actually in the Portland, Oregon, area. You’re Oh, that’s right. You Pacific know up in the Pacific Northwest with my saying that? Yes, Pacific Northwest. Well, there’s a lot of theirs. Even that much more territory. So please don’t blame yourself, eh? So what I was saying, I want to get this joke out. If it kills me, I’m going to say this that, you know, the gala where they give out Victoria’s secret items in the take home bag. That could be the most fun Gail I’ve been to ever. It could be. I mean, I wonder how much money people throw it. That non-profit so that’s not dismissed that idea out of hand. But it is a red flag. I’m certainly aboard. It would certainly be a random black. And that’s really the most heartbreaking part of my job is when I walk in, they think they’ve found something or they’re not quite sure. And I find it so quickly and they think, Oh, my gosh, you know what’s wrong with us? How stupid can we be or were so embarrassed? And I want everybody who’s experienced this or or maybe experiencing that just put that out of their minds. Because these folks use their ability to be a liking, to be trusted to perpetrate these crimes. And they’re always the last people we would expect. Yeah, Okay, let’s let’s let’s go to that. Who you say something else about the potential perps, aside from being most trusted they have to be in control so they don’t leave the office very much. They tend to be the first ones to work. The last ones to leave. They’re very well liked, usually by management. Or like if they’re the wonderful executive director bringing all the money in. They don’t take vacations, right? They don’t. They don’t take vacations so much. Oh, yeah. They won’t take vacations. They might. I have a lifestyle that doesn’t make sense as compared to what we know we’re paying them. And And they, uh, I had one non-profit here. Where was a volunteer who was feeling She was a volunteer treasurer. So it was a small non-profit. It was her job to take the money to the bank and write the checks for the non-profit. And she would never give anybody a basic financial report. And when they asked, she got mad and said, You’re bullying me. She sort of started using some code words like you’re bullying me. You’re pressuring me and I you know, And so all these nice boardmember told these other two guys Hey, you need to be nice to her. You’re We’ll just give her some more time and that time and extended to eighteen months, which she never gave him. A bank statement never gave him a financial report, and she ended up stealing nearly all of the small non-profits money. Like how much did she steal out of in comparison to their annual budget? So probably greater than sixty percent. Oh, my goodness. And they were asking all along for financials, and she got defensive and said, You’re bullying me and like, why are you pressuring me like that? Yep. And then all the nice people on the board said, Oh, well, we’re so sorry. We don’t want to offend you and then told these two guys that said Hates our fiduciary duty. Hey, we should be looking at this, told those two guys to back off my goodness, where they were vindicated in the end, Holy. But But, you know, I was just going to say, You know, it just takes too long sometimes, and then severs relationships, you know, in a non-profit. It can really I always call it this just really sad divorce of, you know, we’ve got all of these people, and we’ve got the people who were all for the accused and the other people saying, Hey, wait, we should take a look And I always say, you know what? It’s always better to work together to just figure it out so that we can make an informed decision. Yeah, that’s hard to do, though, when tempers are running high and one that one faction is afraid that this woman is going to leave. What was? Did you say she was the treasurer? Yep. Yeah. One fraction. One faction, not fraction. One faction is afraid that the trusted treasure is going to leave. And the other one is just, you know, just raising some questions and once wants to look deeper and, you know, they can’t come together. Sounds you know your matter, right? And hard to imagine polarization. And it’s that scarcity mode. We’re so lucky to have this wonderful person sarrantonio awesome. How could you say all those terrible things about Tony? He’s done all of this for us for this long. And And so all of those emotional connections with Toni or with that trusted bookkeeper are there. And people don’t want people want to rely on that instead of, you know, actual evidence and information. And that sort of thing. All right, So now so our suspect looks like beloved. I’m going to take it to the CEO level below that CEO brings in a lot of money, doesn’t take vacation, comes in early, stays late. You better have financial controls if you have a CEO like that, right? Oh, absolutely. Can have great connections in the community. Yes. Well liked in the community, too. Okay, so you’ve seen this? I mean, you’ve seen you’ve seen popular people in the community get dragged down in the in the local, the local yokel newspaper. Or like, the three yellow sheet that comes out once a month or something. Is that’s all the newspaper? All right, you’ve seen that. Uh, listen, here’s what I say. If you took every single one of my clients. But there was a publicly traded company to the smallest of small non-profits. Then you had asked them on the day before the fraud was uncovered. Hey, rank your employees from most trusted, least trusted just ranked them. You’re you’re fraudster and be in the top three every time without fail. And it doesn’t matter. The side of the organization, The nature of the organization there always the most liked and trusted person, the organiser nation. And they’re always the last one anyone would have ever expected. All right. Very interesting. Yeah, that’s really cool. Um, okay, so, uh, what are these? Um, what are these people doing? How did they How did they accomplish their their devilish means? That’s a really great question. If we really break it down to three simple things, your money is coming into your non-profit. It’s coming in, Really wire. It’s coming in via maybe papal. It’s coming in via check. It’s coming in B Akash. There’s all these methods that money comes in, and they just simply steal it or diverted before Never makes it to your bank account. It’s what we call a cash skimming skiing. So I urge everybody out there to make sure that they understand how all their money comes in and verified that there’s a way to track it. Um, it’s the most common scheme and non-profits e-giving so simple as, um, let’s say you’re using PayPal. Then someone has to look at the monthly monthly income statement, which monthly income report, which should be easy to get from papal, get it internally and compare that with what gets deposited into the bank. Is that it? Right? OK, we need to make sure that the person who’s managing the papal account doesn’t have access or the ability to change the bank accounts or anything else in papal to divert that money to a different. And they of course, they are not the one doing this reconciliation that I just described this already. There’s somebody else. OK, Very good. So the more fear track yet? All right, I’m a I’m a I’m a I’m a cf a was certified forensic cannot be seen E And I’ll tell you, this is not the one little the little league that I sort of mentioned earlier. They were so proud of themselves because they had a way for everybody. She was feeling the concession stand money, and they had to a way for my dahna popcorn money, popcorn, popcorn and juicy fruits. Money, That’s what’s and all of the money for the registration that just got better. But they were so proud of themselves because they had account sheet inside of the concession stand. So when you know when the volunteer parent would do the concession stand, those people at the end of the day would count the money and fill out the count sheet. It was beautiful, and then they put the money and the count sheet together in the safe and get one of Is the treasurer strong to take the money to the bank, which would have been great except for what they Yet they kept be count sheet with the money. So she took the count sheet through the count sheet away, and then she absconded with the money instead of going to the bank. So it’s very difficult to go back and figure out what the volunteer people had counted because nobody separated the count sheets from the money so that she didn’t they basically, she was able to remove the audit trail. I see right. She had access to both the money and the council. So we want to make sure we have a good count sheep, but that the person who’s taking the money to the bank is not also the same person filling out the count sheets. O R. You know has access or reckon reconcile ing that count sheet with correct the bank statement at the end of the week or the end of the month, right? Exactly, because they don’t want them to change it. Popcorn money that pisses me off like baseball popcorn money. Oh, it’s the worst. How much money? How much? What did she get away with? A couple thousand dollars? No, no. Twenty five. Twenty six thousand. Shit. That’s a lot of popcorn. It’s a lot of money. That’s a lot of popcorn and hot dogs. Maybe this Maybe there’s something to this. No, no, don’t say that. So that that’s the number one, right? So that way, we have really great control than our ends up in the bank exactly where it should go. Okay. One of the most common frauds in general is that that person now have access to write you air tanks or to pay your bills or, you know, process your payroll and they write checks to themselves. They pay their own personal bills. They paid for your credit card and their credit card, too. And so basically, they’re using the money in their bank account in your bank account for their own benefit. And the most heartbreaking thing about these schemes because they’re literally on the face of the of the bank statement. We just did a case for Ah, pretty large and prominent non-profit where the woman was giving the executive director said, Oh, I’m going to give you online access so you could pull the bank accounts. And so, you know, you have to do all the codes and we were on the phone together, and I’m doing the codes and getting in on online banking. And so as she was still sort of talking to me, I I pulled a September twenty seventeen bank statement. I’ll never forget it, and I go. Do you guys have a one thousand four hundred eighty five dollar mortgage? She said, Excuse me and she goes, All of our buildings, they’re donated. We don’t have renter, you know, mortgages on our buildings and I go So you don’t pay one thousand four hundred eighty five dollar market and she goes, we’ll know what what? What are you looking at me like I’m looking at the first very first page ofyour September bank statement. Then I went to the second page and I said, Well, do you shop it? You know why you have three utility payments that you’re paying Well, we only have one building. That doesn’t make sense. I said, Well, you know what about X y envy. And so literally on the first page of the bank statement was this woman’s not this woman. I was talking to you there. The trusted beloved bookkeepers fraud. Um, and it was it had been on every single bank statement going back six years and not one boardmember not one exit, not the executive director. Nobody had ever looked at the bank statement. Six six years of mortgage and utility payments. Oh, get it? Got better. I’m shopping. She paid her property taxes with their money. Um, yeah. Okay, so that’s what I really I am a broken record. I heard if you should be sending your bank statements and canceled check images, you can get those images. You use it to pay a few extra dollars a month, get those images and send them, for example, to a boardmember who has no, who’s not signing checks or has any access to the money. Those statement should absolutely be routed in paper to somebody else who has no access to the money so that we’re verifying our expenditures. And if we’re not and don’t rely on online banking to do it because it just takes too long to load. All of those Check image is very simple. Look through of a bank statement and canceled checks that are printed on paper and come from the bank. I realized it’s not green or, you know, iko friendly, but it’s the best. You know it’s the best investment of your time ten or fifteen minutes a month for most bank statements, and you’re going to catch the majority of Franz, go through and explain again why you prefer in paper instead of having the Boardmember go to the online well, the online banking will work, and I don’t want to discount that. But when you’re trying to look at an actual check image on online banking, it takes a long time to load the images. And you could be sitting there for a very long time. Loading image after image after image and most of us don’t have time for that and would get a little bit bored with it and might might not be as diligent. If those images come in paper, you’re going to be much more. You’re going to just quickly, much more efficient at their. It’s quicker to flip through pages then was to click, and then you gotta look at the bat. Well, I guess you would have to look at the back, but you gotta click through each one. Wait for too lo o thes. Online banking systems have that information. It just takes a long time to toe load the image. Are you ever on the phone with the perp? Oh, I I I have gotten confessions out of perfect perpetrators. Yes, that’s part of my job. But how about well, while you’re doing the investing, he’s like that one you were talking about where you were looking through and as you’re on the phone, wait on. The phone had already left, but yes, there have been more than when I was at a private school not too long ago, where they asked me. They said things aren’t quite right, and they had me looking and I started asking the woman questions about ten or ten thirty in the morning, and she literally got up, got red and ran out of the building. So I I it’s not uncommon for me to actually be investigating are looking into things when the perpetrator still there. Oh, wow. All right, That’s right. That’s exactly I was going to ask. Have you ever been on the phone with them as your uncovering it? Like what they sort of said they’re present in their office? What do they say? What they say? Oh, that deer in the headlights. I can explain it all. You don’t understand what you’re looking at, or I have to go the bathroom. Suddenly my kid’s sick in school, and they literally leave and don’t come back. Wow, you don’t understand. I don’t trust this woman. She’s a forensic accountant, right? You don’t underst took a book. Teo, I’ve been here twenty years ago. How dare you say something? You know me. I’m so loyal. I work here all the time. I’m I haven’t gotten paid the what I should should be getting paid. And I just let them keep talking to me because they’re just rationalizing what it turns into. A confession must leave. Okay. All right. Definitely. We got to take another break. This is Tony. Take too. Of course. What else would it be? Have you become a non-profit radio insider yet? Because I know you’re going to, um, have you gone to tony martignetti dot com and clicked the insider alerts button name and email. That’s all I’m asking for. You want to be an insider because that’s how you’re going to get access to the private playlist that I’m setting up. I’ve already got about five or six of these done there’s There’s more coming. Um oh, many more s o I’m going to do that private playlist, and this is exclusive to insiders. Okay, I want you to be an insider. So go to tony martignetti dot com. Click the insider alerts button very prominent on DH. You will get access to the extra content that I’m doing with lots of guests. When Wei go into a topic that we didn’t cover on the show did not cover, or we’ll go into something deeper. Okay. Twenty martignetti dot com and I rushed through that tony martignetti dot com and then you click insider alerts. All right, let’s go back. Teo Kiffin, Tiffany Couch and financial fraud. All right, So these are great stories. What, you’re you’re on the phone with the part where you’re there in the office, even and they excuse themselves to the bathroom and then they’re never seen again. Correct. Wow. Alright, they grab their purse or their, you know, sometimes leaving their personal effects at the office and they leave it. He’s a cellphone behind. That’s more evidence. Oh, yeah. Or or try to sit there and try and figure out how much I’ve got in to convince me how wrong I am. Right? You’re the Robert Mueller of Trump doesn’t know how much he has. The more he says, the more deeper he digs himself. We don’t depart, no comment. I don’t do politics. So Okay, so we got the check. Only I’m sorry you got the cash skimming. We got the personal bill payment. What’s another year writing checks to themselves with various method just writing checks. That’s is not it again, I said I was asking, What’s another nefarious method to carry out these desperately no payroll? All right, just I write myself more payroll or I call in more payroll to the Carol service if we have an outside payroll service. Um, and so I’m basically paying myself more than you have authorized as the border as the executive director and so I made because I have too much control over that payroll process. I either pay myself more salary, give myself more hours. I don’t My taxes out of my check. I just pay myself extra check. I mean, it’ll come back to xero. Taxes is not so bad, is it? Is that Is that really illegal? Is that really bad? Yeah. Yeah. All right, I suppose. Okay, I know. I know it is. All right. So those who are most common, you know, in a non-profit we could see other things, like, you know, corruption schemes where folks have an inappropriate relationship. Maybe they’re on the board, and so they’re able because they’re a boardmember and have a business, They’re able to get a contract with the non-profit. And we see schemes like that where, you know, we don’t have those arms length transactions between the board are Excuse me. Between the non-profit and the vendor, um, and WeII do see those sorts of things. They’re a little bit more rare, but they do happen, and I’ve seen them happen and again, these smallest churches. I saw this happen and and and larger organizations as well. So I don’t want to discount those conflicts of interests or kickback schemes. They do happen. But I like to focus folks on the, you know, the vast majority or ninety percent of all frauds, which are those ones we listed? I just skim your cash or divert your cash before you make it to the bank. I pay my own. Um, you know, I just write myself checks or use your banking account like my own. I pay myself more payroll. I used your credit card on Victoria’s secret or to take my family on vacation. And and if we focused, if a non-profit focused their attention on that, those few things which are the most simple Teo, either avoid or tohave oversignt over, they’re going to reduce their risk by my, you know, greater than eighty percent. Okay, okay. We’ll focus on the main the main areas. I’m still thinking about that tax one. I’m not sure that’s so bad. Actually, I think you’re rationalizing over there. I’m fantasizing. I’d love to. Not. Okay, maybe maybe you and I will talk. Yeah. I mean, you know how to get around that You know how to avoid the you know how to avoid the people like, you know, very true. You do. You do? I don’t know how I know, but yeah, I know who they are. You want to. But I I come across the girl next door will turn you. I’m going to turn you to the dark side. Oh, yeah? I’LL make it worth your while. I’ll make it worth your while. You’d be surprised what I pay in taxes. You’d be surprised. I’m telling you you know how much money and that would have to take. You don’t know how much. I don’t know how much money I make. That very alright. Alright now certain dark side. So All right. What? Um okay, so in the payroll scheme so since we we’ve we’ve talked about what the problem is and then howto had prevented, or at least minimized the risk of it on the payroll side. What do you do there? Toe toe? Make that very light. Very unlikely toe happen in the event of heroes processed outside, which I think most folks are returning to now they’ve got an outside payroll service, you know, running their payroll that make sure those pay those processed payroll reports are sent over to again, You know, the boardmember or the executive director. Somebody who is not the person calling in payroll or having the or the person who’s processing payroll and the reason being is I can. It’s a great example of a scheme where they where my client said Hand I approved payroll. I said, Great, When do you approve payroll? While I prove it, when everybody turns in their timecards and they’re, you know, PTO requests and and I I approve it and send it over to Sally. Well, then what happens? Well, Sally calls it into the payroll system, and I said, Great. Well, then, what happens? I don’t know things because he never looked at the payroll after Sally called it in. And what was Sally doing? Sally was paying herself more pay. We’re all giving herself over time and paying her daughter, who wasn’t even working there. And so so it. Had anybody been looking at those payroll reports after payroll is processed, they would have picked up on that right away. And so again, very simple. All of this sounds very simple, but it’s truly once those perpetrators understand what you’re looking at and most importantly what, you’re not looking at it. And they’re going to sign the opportunities to, um, you know, potentially geever your money. And again, not necessarily because they intend Teoh right at the get go. Although some people do, they might just be dealing with something difficult their life and decide well, they need a little bit month of money to get through. Well, that’s still a conscious choice. I thought very true. I I thought you were going to say, they make a mistake and it doesn’t get caught and know that the great. And then they realize, Hey, I could do this on a regular basis. Forget the mistakes. So I’ve talked to a couple of, you know, big time fraudsters through some of my work with the association of Certified Front examiners. And a couple of them have absolutely explain just that, that they made a mistake. The mistake didn’t get caught, and they realized that a loophole existed and they took advantage. They waited like they’re wait a few months to see or they weighed a quarter. If they’re really smart. I’ve thought this through thiss tax thing is, I’m working on this with you So now they wait. They wait a good amount of time. If they’re smart, they’ll do it right away. You wait and nothing happens. One quarter of full quarter goes by a couple of board meetings. The the audit committee has met, and whatever. Whatever you think might be an obstacle. And nothing happened. Who? Okay, all right, so so a lot of what you’re saying, All of what you’re saying is is the, uh, the prophylactic. Uh, what involves another person? But suppose we have to suppose you have to. Bad actors collusion. Yeah, but that’s just means we have another. Okay. So we have different levels of weight or collusion a CZ we all know in throughout this country. Now, collusion is not a crime, but could Pearcey is we’ve learned that from Rudy Giuliani, So s o the crime would be conspiracy, but But you could have a couple of bad people, right? I mean, how how protected do you need to be? Um, you know, that’s going to be much more rare, because it’s some point somebody’s going to tell somebody’s going to break, so it’s not going to go on forever, so I will be honest collusion is really hard to uncover because you’ve got, you know, potentially two people uncovering or excuse me, two people working together to cover up something nefarious. So that’s really where we have to have that I am a big proponent of having those outside boardmember, especially those who don’t have access to the money or to the contracts of that sort of thing, to really be providing that oversight, that that has teeth, that we’re not just looking at financial statements that somebody’s prepared and knowing that that’s what you’re going to look at. So they make it look like anything that they want but that you are actually identifying what force documents. There’s a few of them here that are key that would help us uncover, whether it’s one one bad actor or to, um, you know, how can we in engender the bee work of usually it’s the board members to provide that oversignt okay. All right, So somebody outside the office, correct. And we’re not relying on the auditors, by the way, because the odd on ly for percent of fraud they’re found from a financial statement on it. Really? Alright, I hold that point we got to take another break. Save that. Save that one. Tell us can use more money. Don’t don’t get it The way I’m describing. Don’t don’t do The purpose of today’s show is to prevent fraud, not to encourage it, so don’t turn this around one. Eighty. All right. But if you do need a legitimate new revenue source legitimate now you get it from Tell us Get that long stream of passive revenue as cos you refer Process credit card transactions through teller dafs. Watch the video, then send those potential cos there to watch the same video. And it is that tony dot m a slash Tony Tello’s Let’s do a little live listener love which I can’t do can’t do city and state because we’re not live with pre recorded with Tiffany couch today. But the live love goes out. You know it, You hear me? Say it Live Love goes out to each of our live listeners and the podcast pleasantries. The vast majority of our audience over thirteen thousand people listening in the time shift pleasantries to you. I’m grateful that you’re with us. Thank you. Pleasantries. Alright, enough now. Okay, let’s go back to Tiffany Couch different. You were able to hear what I was saying right about. Did you hear what I was just saying about turning them, Turning this backwards and saying, Well, these are good ideas. I could do. I could make some money this way. All right. Well, yeah, it’s very true. I always have to be very careful because And I realize I absolutely realized that when I teach people how to prevent fraud, I am by default. Potentially, there are some bad actors in the audience. I hope not. But we have to assume that there could be We have better actors were listening. I’m sure we have thirteen thousand. Way. Definitely. We definitely have. Bad actors could develop, just got laid off. And I can’t make my Morgan. Oh, my gosh. Coach him to raise your hand right now. Put castles or are you out there? Call in right now. And you are here because we know you’re out there. Okay. True. Alright. We have we have some maybe, like one half of one percent. Would you say I Well, I think at least ten percent. Yeah. Ten. Thirty for-profit baizman bad listeners. Oh, my God. All right. I want you people to stop listening. If you’re the bad act, if you’re if you’re one of the one hundred thirty stoploss sinning. All right, now we’re safe now. The ten percent is no longer Listen, I think you have a great Ani, and tonight your numbers are way lower. Well, I’d like to think so, but we you know, we represent a cross section, but now we’re safe because the bad actors, I just admonished them. They’re not listening. And they’re not here anymore, and they’re not. Listen, So the audience size just strength by ten percent. Thirteen ten percent. That’s thirteen hundred. No, wait. Come back, Come back! No. Forget what I said. I hope they didn’t listen to me. Nobody listens to me. Nobody listens to this show. Nobody listens to me. So don’t worry about that. No, I’m sure they didn’t leave ten percent. That’s thirteen hundred, not one hundred thirty. But see, this is why I’m not a forensic accountant. One hundred thirty one percent. You should have caught me on that fifteen hundred. I don’t want to go down to eleven thousand seven hundred. Listeners know I don’t either. I think we were gonna bump you up to twenty as a result of it, because everybody’s gonna say, Want to say what? Right? I can make a lot of money. Listen to the show. Yeah. No, no, no, no. I know. All right, but bad actors stay with us. Do not unsubscribes keep listening. Okay. Um, all right. So where the heck are we? We’re talking on it. Oh, I asked you about multiple multiple people and and and you said only four percent of, uh, crimes. Fraud is found by an audit correct on ly auditors. Buy-in If we look at the statistics in terms of how fraud gets uncovered, the most common way is by a whistle blower tip. Somebody see something and says something about forty percent of all frauds or uncovered that way with the lowest right right around the lowest. About four percent. It’s actually like three point six or eight percent of frauds being uncovered by a financial statement. Bought it. Because a financial statement on it is not designed to uncover fraud. It’s there to make sure that the financial statements are reasonably stated reasonably. And it’s a fair and accurate assessment of right before noon, and they’re looking at number one there, looking at materiality. So they’re looking at transactions that are other hyre level on. And we all know are we all should know that fraud happening, usually at a lower level. Number two. The auditors are taking a random sample, so they’re not quote. Looking at everything is a common misconception that the auditors air looking and everything, and then I always say, the auditors air are wearing the Scarlet Letter A under their blazers. A’s for auditor, of course, because just like a non-profit, auditors tend to be actually contrary to popular belief, Really nice people who go around thinking that, you know, I’m a nice guy and I’m a trustworthy guy. The people I’m dealing with it at the non-profit er are people I can trust. And so they’re going to be just human nature, more likely to believe what somebody tells them rather than go get that stand of evidence they need. And so, you know, it just becomes this this unfortunate misconception that, you know, auditors, we’re looking at everything. And if there was fraud, they would find it when in reality, it’s the honor system. So I don’t want those folks out there saying Oh, well, number one, we have great employees That could never happen to me. And oh, by the way, we have a clean audit every year, which means there must be no fraud. The Dow non-profit I’m dealing with where where It was all on the front page of the bank statement and went on for six years. Clean on it every year? Yes. Lots of years. Okay. You say stop. You say substantiative. I say substantive. Is that really a West Coast? Could be. I just went to law school in Philadelphia. Uh, maybe that’s I don’t know, but substantively, I would’ve said substantive. I almost didn’t. I don’t look up the word you said substantiate. What? Where does that? But I assisted out. Forensics did. Out. Okay, There you go. All right. So what are some things that we should be looking for? Let’s move to that with red flags with you. Will you explain some, But But let’s go into Should we do that? Let’s do a couple of red flags, and then we and then we got a couple of the ones that are just the most comic the most common. The one that I hear over and over and over and over again. Tiffany, did you see? You should have seen what she warned us. Tow work everyday. Or you should have seen where they took their vacations. Or you should have seen the car she was driving. I’ll never forget. It was It was a non-profit. Um, I just can’t I did what they did, but they they provided a really wonderful service to our community. And I caught this woman stealing a lot of money. And this was one of those cases where I interviewed her. She got red, she literally turned purple and she and left. She ran out of the interview room, grabbed her purse on her way out. And me and the was one of the people that were very key in the organization. We and they were very. They were highly trained professional before they retired and became a non-profit volunteer. Or really, they were getting paid. You were. You were. You were volunteering for this organization. I can’t remember. I think I probably wass or, you know, they they had hired me for for a very small amount. And so we We stood there like with our mouths gape as she ran out and got into her brand new Lexus. And I mean ah, brand new, beautiful Lexus. You would if it was just gorgeous car. And this guy says, Do you see what she’s driving? And I said, Yeah, we should mark that down. Did you tell me she only works part time and that she’s a single mom? Yes, she works part time. She’s a single mother. She has three children at home who are teenagers. We all know how expensive teenagers are. And he said, Look at that car out there and it was just old Toyota, you know, probably one hundred thousand miles on it, he goes, You see that car out there and I said yes and he goes, That’s in my car. And so it’s just an example that people will observe that the persons lifestyle doesn’t make sense, especially when we know what we’re paying them, and especially what we if we know what their circumstances are at home or what their spouse makes or something like that. It is a huge red flag, and people are often too embarrassed or two. You know, they don’t even know how to deal with it. And I want everybody to be able to ask questions about how come that person has that. And do they have access to our money? And can that lead you to, you know, look at some things that need to be looked at? This is Tiffany This way. This is the number one red flag. The number of people want people’s lifestyle just doesn’t. But they’re very doesn’t fit there. It does not fit their what everybody knows about either what they make or just there. You said no, right? We kind of know it. I know. You know, if people are have a spouse or significant other and what that person does or if there’s a single mom or they’re going through a divorce like we know when we work with people every day, kind of what’s going on in their life. I got you. Okay. Okay. A big red flag. Number two, if they will know when. This is when we have the one bookkeeper with all of the control or the one treasurer with all over the control, and they will not give you basic financials on a timely in a timely manner. It is the year twenty nineteen we should, with a press of a button, be ableto print a financial statement, get online and get a bank statement, get online and get a credit card statement in any sort of delay in giving you basic financial information, especially if it’s coupled with How dare you question my integrity? Or that should just be a huge red flag and should not be tolerated. Okay, like, eighteenth month case that you were talking. I say, you know, three days. I mean, it should be, like, ten, ten or fifteen minutes. Really? Shit. All right, we gotta take our last break. Okay? Let’s do it. Text to give. Can you use more money? Don’t do it. The way I talked about with Teller this, please. For God’s sake, do not turn this thing on its head. I’ll never be. I’ll never forgive myself if we lose more than ten percent of the audience from more than ten percent of the audience goes south. Ten percent. I could live with thirteen hundred. I guess, uh, I guess we got to write them off. Okay. Um, legitimate revenue source here’s another way. Mobile giving. I can learn about it with text. Gives five part email many course. You’re only five emails away from raising money legitimately through mobile e-giving Easy, many course to start it. Text NPR to four, four, four, nine, nine nine. Okay, Tiffany, we still got several more minutes too. And if you and that’s a really interesting red flag, OK, the first one especially, but I just got the second one to the delay. You should be ableto way. Should be able to provide documentation within a couple minutes. Really, really fast for. Okay. Um, now, there’s one incongruity I got. I can’t I can’t let this go. You said that the people don’t take vacations because they have to have control over things so they don’t. They won’t go on vacation. But then you said they take lavish vacations. It’s very true. So you’re very right. The one of the big red flags is first oneto work last. When they leave, they don’t take vacation. If they’re afraid that, you know, while they’re gone, something could happen. They won’t take a vacation than okay. You’re still going to see lifestyle issues like I’m dealing with a woman who didn’t take a vacation in ten years. But she warned brand new clothes every day, shopped all the time, had beautiful things. And it didn’t make sense with making twelve dollars an hour. Alright, so other so. But vacations for somebody who does take vacations and usually will happen is there’s so efficient, so wonderful They’ll button up their desk and they’ll leave and nobody will touch it, right? Because they’re the trust of book he burned. We could go a week or so without the bookkeeper. Then you might see that they do take a vacation, but they’re never gonna have any cross training or let anybody touch any of them the money or the book or the financial. All right, all right. We gotta move. Teo, what to do when you when you do discover something on now, is something that we talked about earlier. You said questioning whether you should even go forward. Does that? Does that mean questioning whether you should even investigate? Well, here’s the best. The non-profit in the nonprofit world. We have this reputational risk. If somebody finds out that I’m the victim of a fraud, they’re never going to doe donate their money here. And so these boards are dealing with this scarcity issue in this fear. And when I was trying to explain it, the beginning is, I understand the fear and I I understand the reputational risk. But I want you guys to understand that that is not necessarily going to be what happens to you. Because on the flip side, when you take care of business, when you say this doesn’t happen on our watch, when you go back to your by-laws and realise that your by-laws actually say that you have to investigate, I have to protect your assets, then people actually want that right. People want the board or the executive director’s they want you guys taking care of business. And so number one that’s important. And number two guess what everybody else is looking at in the organization. Oh, I could steal. And then I get away with it. Great. I’m going to steal, too. Do we want to send that message, or do we want to send the message? Hey, lists and not on our watch. And here’s what’s goingto happen. We’re going to call the police were going to call our insurance company. Um, you know, this is going to be a reputational risk for the perpetrator and we as the border going to take care of business and not only make sure it never happens again, but send the message to our community and to our organisation. This is not acceptable. So I just want to make sure that everybody understands that I understand that reputational risk. I understand the fear, but usually the opposite is what happens. Okay. I see. All right, um, and your advice for what to do when it’s first uncovered. I was surprised that the first thing you do you that this wasn’t the first thing you said call the police. And then and then, In fact, later, you suggest maybe you shouldn’t call the police. Yeah, so actually, I don’t recommend calling the police right away. And here’s why what you can You can get a You can get a police number, but the police in most jurisdictions are not going to investigate a white-collar crime because white-collar crime is paper intensive. It’s time intensive, and they don’t. I usually have the resources to do that. And so what I recommend is that they either call a forensic accountant or they use their resource is in house under the under sort of the supervision of a forensic accountant to put their case together for the police. Because then it’s going to be much more likely that the police are going to investigate because you’re handing it over to the police. Why, I always say with a pretty pink bow on top, I actually asked for two things. If somebody calls me Number one, do you have, Ah, employment law attorney? Do we call an attorney? Let’s just make sure you’re doing everything right in regards to that person’s employment and been number two. Do you have employees? Dishonesty? Insurance? I please. Everybody out there. When you get off of this podcast, make sure you have at least six figures of employees. Dishonest. E. I haven’t heard of that one. Employees decided it’s going to probably only cost a few hundred dollars a year for a premium, but the average lost to a non-profit for a fraud scheme is ninety thousand dollars. That’s average on, and I am eats usually much more in my experience, and so I want to make sure you have six figures of employees dishonestly insurance. So actually, the second call, I’m asking you to make it to your insurance broker to figure out what your coverage is. Our because not only is probably going to help you recoup your money from the insurance company, it may or may not pay for my feet. Okay, okay. We have to leave it there. OK, I’m gonna do it. I’m I’m going to ask Tiffany if she can spend five minutes with me because we’re going to shoot an insider video because there’s mme. Or to talk about what to do when you discover it. So this is why you need to be an insider. And hopefully we’re going to get this with with different Tiffany. Thank you very much. You will find her. The company is at acuity forensics dot com and she is at the Tiffany couch. Tiffany, thank you again. Thank you so much, Tony. My pleasure. Next week, Jane Takagi returns with diversity in HK Clu, jh in and governance. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash Pursuing Capital P by Wagner. CPS Guiding you Beyond the numbers regular cps dot com by Telus Credit card and Payment Processing your passive revenue stream Legitimate Tony dahna slash tony Tell us, and by text to give mobile donations made easy. Another legitimate revenue stream Text NPR to four four four nine nine nine ah. Creative producers Climb Meyerhoff. Sam Liebowitz is the line producer. The show’s Social media is by Susan Chavez. Mark Silverman is our Web guy and this music is by Scott Stein of Brooklyn, New York You with me next week for Non-profit radio Big non-profit ideas for the other ninety five percent. I still think I still think it’s substance to go out and be great hyre. 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 nine to ten 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. 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. If do you like comic books and movies? Howbout TV and pop culture. Then you’ve come to the right place. Hi, I’m Michael Gulch, a host of Secrets of the Sire, joined every week by my co host, Hassan, Lord of the Radio Godwin. Together we have over fifteen years experience creating graphic novels, screenplays and more. Join us as we bring you the inside scoop on the pop culture universe you love to talk about. Wednesday nights eight p. M. Eastern Talk radio dot in wives. Thie. Best designs for your life Start at home. I’m David here. Gartner, interior designer and host of At Home. Listen live Tuesday nights at eight p. M. Eastern time as we talk to the very best professionals about interior design and the design that’s all around us right here on talk radio dot N. Y. C. You’re listening to talking Alternative Network at www dot talking alternative dot com. Now broadcasting twenty four hours a day. Dafs 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 twelve Noon Eastern time. That’s the conscious consultant, Our Awakening Humanity. Thursday’s twelve noon on talk radio dot N. Y. C. You’re listening to the talking alternative network. Hyre.

Nonprofit Radio for February 1, 2019: Successful Run/Walks & #19NTC

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

WegnerCPAs. Guiding you. Beyond the numbers.

Credit & debit card processing by telos. Payment processing is now passive revenue for your org.

Fundraising doesn’t have to be hard. Txt2Give makes it easy to receive donations using simple text messages.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Emily Parks: Successful Run/Walks
Emily Parks melds her productivity consulting with her experience in run/walks to give you her best tips that will make your sporting events winners. She’s founder of Organize for Success.




Amy Sample Ward

Amy Sample Ward:#19NTC
The 2019 Nonprofit Technology Conference is March 13-15 in Portland, OR. Amy Sample Ward, our social media contributor, CEO of NTEN and a Portlander, shares why you need to be there. Hint: You’re reading this. You use technology.



Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

View Full Transcript

Transcript for 424_tony_martignetti_nonprofit_radio_20190201.mp3.mp3

Processed on: 2019-02-02T03:04:20.171Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2019…02…424_tony_martignetti_nonprofit_radio_20190201.mp3.mp3.332175766.json
Path to text: transcripts/2019/02/424_tony_martignetti_nonprofit_radio_20190201mp3.txt

Hello and welcome to Tony Martignetti non-profit radio Big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, Molly Sullivan at Fordham University here in New York. She was sharing the show with her colleagues and accidentally sent it to me. We love listener sharing. So thank you very much, Molly, for doing that, even if you have to share with the host. I love sharing. So share with me all the time, but thank you for trying to get it out to your colleagues. Hope you hope you got that Taken care of. Thanks for sharing Molly. And congratulations on being our Listener of the week. I’m glad you’re with me. I’d be hit with forma cation if you made my skin crawl with the idea that you missed today’s show. Successful Run Walks Emily Parks, Melcher Productivity Consulting with run walks to give you her best tips that will make your sporting events winners. She’s founder of Organized for Success and nineteen NTC twenty nineteen Non-profit Technology conference is March thirteen to fifteen in Portland, Oregon. I’ll be there. Amy Sample Ward are social, media and technology contributor, CEO of N ten and a Portland ER, shares. Why you need to be there. Here’s a hint. You can hear this right now, so you’re use technology durney steak, too insider responsive by pursuant full service fund-raising data driven and technology enabled Tony dahna slash Pursuing, but Wagner CPS guiding you Beyond the numbers. Wagner cps dot com Bye. Tell us Attorney credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four four nine nine nine. Pleased to welcome Emily Parks to Non-profit radio, she’s an award winning productivity consultant who founded Organized for Success in two thousand seven, using tips using tips garnered from her years as a small business owner and productivity consultant. Emily has more than doubled income generated by the lunge Forward, five k run, walk and rally that she directs for the Lung Cancer Initiative of North Carolina. She’s at or GE the number four success, and her company is organized. The word for success dot biz. We’ll have to show Emily Parks thank you so much for having me today. It’s a pleasure to be joining you. Thanks. You calling in from Raleigh, North Carolina, Are you? Yes, I am. Okay. You know, my heart is in North Carolina often. Yeah, cause I own my own two homes there once. Ones like, only an hour away from you in Pinehurst. Yes. And as a beautiful town. Yeah, it is. It’s nice. There. Rallies. Lovely. I love Raleigh. Absolutely. A little bit of everything in rally. A lot of college students Do I like that? Yeah. So let’s talk about our successful run walks to get started. You like to see a comprehensive checklist? Well, my experience working with entrepreneur small business owners, non-profit managers, frontline employees, every human being has reinforced the research that our brains are meant for thinking whether that strategic or creative. But they’re not meant for remembering things. And so when we’re putting together any sort of an event, but particularly a charity, run or walk, there are so many things to be remembered, and I find that capturing those is a great way to make sure number one, nothing falls through the cracks, but also, we can actually a sign a deadline for each of the items in the checklist. We can make sure that it it flows more seamlessly from conception that to the event day, and that we’re able to actually check them off the list. But there’s definitely a sense of accomplishment and empowerment where you’re checking things off the list. Yeah, I was like that when I can scratch something off a list. But so So if I forget, uh, my wife’s birthday, I could just say My brain is not made for remembering. So layoff, Is that true? Well, there is this little thing called technology that can help you with reminders and things like that so we can use the tools around us. But yes, actually, when so numbers were first created, they were given four digits. Because all the psychological research shows that we’re not able within our brains to capture more than four things at a time. And you’ll notice when when children or adults go through I Q testing and they give you the items that you need to remember and then they do something else and they come back and they ask you for those items. They only ask you for three or four different things in that list. And that’s because our brains are just not meant for remembering those things. Okay, now, when I was in when I was in college, I took some psychology courses, and it was cognitive psychology. One of the things we learned. Maybe this is Maybe this is outdated now, because this was nineteen eighty, Something, um was that the brain could remember. It was it was seven plus or minus two chunks. Does this sound familiar to you, or it does So bizarre is that learning so on a chunk is not necessarily a digit. I mean, you could put if you were, If you trained yourself, you could put six or seven or eight digits in a chunk. And then you can remember seven plus or minus two chunks of somewhere between five and nine chunks, you know, but you have to train yourself. You can’t do that right out of the gate. That is that. Is that antiquated research that I just wasted people’s times listening to? No. But there is a caveat to that. There’s the emphasis on number one training yourself, but number two, using tools to connect those items together. So a lot of times you’ll hear people talking about a list of items or shopping list or something, and they create a story that ties the different items together. So you’re more inclined to remember closer to that seven to nine range, then the four to six range. If you’re doing something with your brain to make those words matter, or there’s numbers matter or they’re more meaningful. Yeah, okay. You got do some exercises with them or something. Yeah, part of the part of the final exam in that course, the Professor Red things off. And I think you know how to have pens down or something. Your hands up in the air or something. And then And then after he read off a series of whatever they were, you had to write down as many of them as you could remember. That was, uh that was interesting. Exam. All right, Durney. How’d you do on the exam? Oh, no. I’m more like seven. I’m more like one plus or minus two chunks. My, my So so I grasp on when you say our brains are not made for remembering, I grab onto that so that will sustain me for another ten or twelve years. Well, in another thing, not only that our brains are not meant for remembering, but they’re meant for thinking is also that our our brains don’t grass someday. So one of the other reasons that I like a checklist is because of those deadlines that I mentioned. If we have associative deadlines with our checklist items, then it’s not floating out there as a wish. It becomes a goal and something that we contain. Gia ble attain. I don’t know about you, Tony, but I have yet to dahna calendar that has some day on it. So when I say that I’ll get to that someday, it usually just keeps falling down the list further and further and never actually gets accomplished. And when you’re planning a walker run, that charity is depending on the action’s getting completed in a timely manner and deadlines pair nicely with that. I admire how, how deftly you segregate us back to the topic. We’re supposed to be talking about an off the topic that I digressed, too, which was a seven plus or minus two chunks in the psychology class and everything else. So that was very well done. We’ve got to take our first break pursuant their newest free E book, The Art of First Impressions. Do you need more donors? This resource is all about donor-centric guiding principles of ineffective acquisition strategy. Plus how to identify your unique value and use it to advantage, plus creative tips. It’s all about making an excellent first impression for Donorsearch acquisition. You’ll find this at Tony dahna slash pursuant Capital P for, please. Always for that listener landing page. Now, let’s go back to successful run walks. All right, Emily. Eso brava. Well done, Segway ing us back to the topic that you got tired of talking about That I made you digress to That was never tired of talking about psychology. But I do know that I want to be able to give your listeners as much value as we possibly can. Yes. And if you, uh, worthless host digressions as possible, that’s that’s the natural conclusion From what you just said. I understand their kayman value is always Well, it better be. I just got some value to this. Okay, so what’s our next step? You You tell me what you want to talk about after after having that critical checklist, How about teamwork? No, I don’t want that. I don’t like that one. Now go ahead. Of course, Steven, do it. Well, I the quotes that come to mind when I’m thinking of planning charity walks and runs are in love as faras. You know, if you want to go quickly, go by yourself. If you want to go for go with a group or together everyone achieves Mawr. I mean, there’s there’s countless Mantra tze with which a lead our organizational group. But having a committee might be the most important element for the success of both the event, the growth of the fund-raising and the overall mission driven element of any charity organization committee’s Okay, we don’t want a committee too big. I mean, of course, right? I mean, this is a run walk, so of course it can’t be handled by one person, so absolutely I’m not not debating that. But you get too much committee. Andi, you get more, get more committee. I don’t know stagnation. Then you do productivity out of a committee. Absolutely. You want to make sure that you have enough people in the room said that each of the necessary rolls is fulfilled. But you want to make sure that you don’t have so many that it slows down the decision making process or that anyone on the committee doesn’t feel like they’re truly contributing. People want to make an impact. People want to help your non-profits vision and mission come to fulfillment, but if they’re just filling up space and coming for a free meal, they’re going to feel less fulfilled in the process. So I find making sure that the committee includes a volunteer coordinator, a team captain, coordinator, an exhibitor coordinator or host for those vendors that will be at the event a media contacts and then particularly someone to oversee the food and beverage element of your event. Those air really integral roles that helped the committee divide and conquer on the necessary functionality but also empower all those team members. Because if you’ve got a planning team that has the the right people in the right roles, then everybody excels because they’re all ableto bring ideas and energy and their network for bigger and better results. I’m in Italian, so I gravitated to the food and beverage section. What if we’re thinking about doing a run walk you know, we don’t do these annually with planning one first. One. What kinds of what kinds of foods and beverages should you provide to your your runners and walkers? The answer to that, Tony actually depends on what type of event you’re trying to have. I find it. The charity event that I oversee for our Greensboro Lunge forward here in North Carolina is part of a run, Siri. So there are running events all throughout the year, and participants that do at least five of those in the Siri’s get X surprising. So been to many throughout the series, and there’s different feelings at different events throughout the year. Some of them really focus on making sure there’s enough doughnuts and bagels and sausage biscuits or bananas or oranges for free race snacking and then refueling as soon as you’re done with the rich. There are others like ours, where we do have those items beforehand, particularly the bagels, the doughnuts, the bananas, oranges. You know, those high energy fuelling foods. But we also partner with a local restaurant in brewery in the area to be ableto have brought and beer now talking. Now, now breathe here for everyone that participates in the five K is always an exciting draw for any runner. And I’ve decided that if you run a five K, you’ve earned your free beer afterward. Can I just show up in shorts and a T shirt and just crash and forget the five k part? And just just I’ll do the walk from my car to the beer stand. Well, how about you registers a participant to the five K, but she just sort of hide in the background during the running part, and then you get your beard the alright? Exactly. Yeah, right. Right. I mean, you still get the teacher about trying to skirt the system, but I don’t want to cheat the charity, so I mean, I’ll donate, you know, I’ll donate to the charity too, but you’re in Brant’s. That xero okay. So a little some comfort food for afterwards, if But you know. But I hear you too. And you know, it depends on what part of the country you’re in. It depends on what your mission is. Beer and brats may not work for the American Heart Association. Well, the beer could mean that that alcohol is hard healthy too, in moderation I don’t know about. Maybe they read washing. Yeah, Yeah or yeah. That’s a myth, though. You know what? That’s the red wine producers all, however all alcohol? Yes. All alcohol again in moderation. The two ounces to three ounces or two to four ounces a day or something. Has the has the heart healthy benefits. But the red wine industry jumped on that when it first came out and said, You know, red wine is the is the source. You get the same heart healthy benefits from white wine or other other alcohol spirits. Trust me. Just you have to just trust me on that. That’s great. That marked the price of admission. Jellicle, my limoncello Limoncello, not lemon Jell O, please, Limoncello. What else do I like? Bailey’s? Yes. You get the get the advantage from all those different alcohol types. Not on ly red wine. OK, another worthless host aggression. I’m sorry. I don’t know why you come on the show. I would if I were you. I’d hang up because the hostess who keeps dragging you into places there only I think the lesson about alcohol. That’s a pretty good lesson learned All right. It’s true. Um, especially skillsets wear Red day today. Always today. Where? A day for what? Yeah, for the American heart is American heart miss that one. All right. Okay. Uh, while I’m in New York somewhere and gray and black, that’s that’s That’s the de rigueur colors here. All right, So what’s next? We gotta have some captains coordinators on the committee, right? Absolutely. So, talking about this, members of the committee that touched on the volunteer coordinator was the team captain coordinator. And I find that that team captain coordinator is an integral part for the growth of any run wall. Because if you’re using your committee and your media contacts and your email messages that go out your social media marketing to touch on each individual directly from the organization, you’re not gonna have the breadth and depth of reach that if you have a team captain coordinator who is the point person for energizing all of your team captains, then it gives the team captains the fuel to go out and work with their network and make those personal place to grow their network. And thereby you have this whole army of individuals that are out getting people excited and energized and signed up and making donations and asking their friends and family and neighbors and colleagues to come and join them. Research shows that we need to hear about something at least five to seven times before we want to learn about it. So if you’ve got your marketing messages going out, but then you also have Team Captain’s asking for help e-giving personal invites to their contacts. Then you reach that five to seven threshold faster, and you get more people to go to the website, learn more about the event and sign up, make known ations and truly take action. Okay. And then, of course, there’s technology that can help us to. It’s enlarge our network as well. Absolutely. I’m a firm believer that a combination of message sitting so email, marketing, multiple platforms of social media if you if you were non-profit, is the size of a mid having a text messaging element, that’s a huge way to get people while they’re on the go. You can also make sure that you’ve got calls going out. Our team captain coordinator does a great job to make calls to the team captains and then the team captains. Often Tom’s will call people on there on their teens, so it’s sort of that domino effect and also another coordinators that we touched on earlier. The volunteer coordinator and Exhibitor Coordinator. Um, you could also have a sponsorship coordinator, but those air all people to get other organisations involved. So your sponsor coordinator is getting people to donate money as sponsors. Your exhibitor Coordinator is getting organizations, businesses, community partners, tohave table tops at the event. And your volunteer coordinator is working with Universities High School’s key club, all different types of volunteer outlet to get more people there on the premises. Most events I’ve seen need anywhere from one hundred two hundred volunteers for a walker run. And you want to make sure that you have those bodies so that things run seamlessly throughout? Okay, wait. If you’re talking a minimum of one hundred volunteers, that’s a that’s a huge event. Yes. You know, you’re talking about So what size hominy, run runners. Walkers? Do you have just wait? We average between five hundred eight hundred participants, but we have a cz many as twelve hundred event. Okay. Okay. One factor we want to make sure we consider again. I imagine this is most valuable for people who haven’t done this much or at all. We need to make provisions for the folks who aren’t able to run or walk, but they’re going. They’re going to participate in a wheelchair or, ah, bike. So it’s one of the I don’t know what those bikes are called, but they’re they’re not your average bike, but you know, people who want to participate or need to participate, other than running and walking two, two elements to that number one, every walk run is responsible for partnering with the city in which they host their event to make sure that there’s adequate police coverage. One of the main functionalities of those police officers is to make sure that whenever that walk run participant goes through an intersection there protected from oncoming traffic. And so part of that is, Is your course flat? Or are you educating potential participants about where the hills are so that they can plan accordingly? Part of it is making sure that the police are aware when there are participants that needs special consideration, like those in a wheelchair or those that may be walking with a walker or things like that. We have also partnered with local organizations that they have runners that put some of our lung cancer survivors into these. They’re there kind of like they’re like, adult stroller type things. But they have three wheels and then the two handles on the back so that the runners can push the survivors that are unable to make it through the five k or the one k distance so that they’re able to participate in the festivities, right? Sure. Okay. Okay. Very good. And but making sure also, one of the most important things to add to your checklist as you are somebody doing a walker run is to make sure that you have first aid coverage. And for us, that has been a an organization with city where they have first aid medical medic who are on the bicycle. But it depends on where you are located and what resources are available in your city or town. But make sure that you’ve got first aid covers. Okay? Excellent admonition. Thank you. And then. So if we have this overall logistical checklist, there’s got to be sub checklists for probably each of these committees, or write each of these discreet activities were talking about. They need their own checklist with timeline and deadline absolutely going back to that part about needing to hear about something thought to seven times before acting on it. A checklist for marketing messaging that incorporates multiple different emails, multiple different social media campaigns, multiple different mentions that other events that people might be coming tio or calendar listings and things like that is huge. So a checklist for your marketing efforts is important that could in-kind clued media coverage and a timeline for how to reach out to media people. But then also a separate checklist for volunteer recruitment is huge. That volunteer coordinator needs to know where they should be sharing information and with whom. At what day. There’s not a someday on the calendar, so making sure that their specific deadlines for each step in it is huge. The exhibitor coordinator needs to know at what intervals to reach out to sponsors to see if they’re going to exhibit two. Solicit details about who needs electricity or who’s going to be bringing a ten by ten ten things like that. So the overall checklist being broken down into subjects list makes it great to delegate and have teamwork and everybody carrying a part of the load. But Mohr ever make sure that everybody is working and tamed them together so that your checklist makes sense working? Congrats, Emily. What’s your plan for crummy weather? Oh, I wish I could just stick a biodome up over the area where we’d have our event because, unfortunately, whether it’s the number one thing you cannot control and our events do happen, rain or shine. We have had some really chilly mornings because the greens for lunch forward happens in November because that’s Lung Cancer Awareness Month. But also because Veterans Day falls in November and military veterans are impacted by lung cancer a significantly higher rate. So our weather plan is threefold. Number one. We do an amazing goodie bag for each participant that has things like an extra pair of socks. Gloves that have, like the TEC tips on, Um, um, we give out to bargains are Beanies, I guess, is the new name for them. That people can wear to cover their ears in their heads. So number one is the Good East to acquit people for the weather. Number two is we do have the contingency plan that if there is a tornado coming through or lightning strikes or things like that, would you cancel the event in that place? But the third is to just educate people from the get go that our event happens. Rain or shine. OK, thank you very much. Very welcome. That was a wonderful question. I appreciate you touched tonight. Only took me twenty five minutes to achieve one. Thank you. Now all of the questions are great, that one, especially because people don’t necessarily think about the weather being something they can’t control. Your looking on your checklist, that all these great things that you can control and unfortunately, we don’t have a magic wand away just and say, Oh, we need a bright, sunny day with seventy some degree temperatures outside. Well, you’re in North Carolina, so you have a better shot at that. And lots of other parts of the country That is very well, remember, it’s a wonderful weather and November you have a better shot of that, then Lots of other places. Okay, way. Got a few minutes left, like, three minutes or so. Left. Um, well, how how early do you like to start the planning for this? We often times start as a committee with a debrief of the prior year’s event the week or so after that prior year’s event. And because our event is in November, we will do the debriefing in December in January. And then we actually start hitting the ground hard and February with making sure location is secured that our race route is is confirmed and certified that we coordinate with the city we coordinate with the police. So we started that the past couple of weeks. In January. We will hit the ground running through February, and then our committee will start having regular meetings in Mark and we start meeting every other month with people doing functionality in between those meetings on their own. And then starting in the summer, we’ll meet every month. But our with the event being in November, we make sure that the website launch is no less than six months before the event. Okay, the registration went okay. Excellent. All right. So really, you’re ITT’s a year round deal, all right? Absolutely. Family. We just have a minute left, which I need to hold you too. So what do you want to wrap up with in a minute? Make sure that you, as a leader for your event as well as everybody on your committee, understands that everybody is human and we can do the best we can. But schedules are going to change. Problems are going to arrive. There’s going to be fires to put out. So cut yourself some slack, incorporate self care and asked for help because teamwork will make everybody so much more successful. All right, That’s excellent rap, Emily. Thank you very much. Thank you. Toni. This fabulous. My pleasure. You’re right. You are fabulous. Emily Parks. She’s at Organ. The number four success and her company is organized for success. That’s the word for dot biz. Thank you again, Emily. Thank you, Tennessee. This was a pleasure. Let’s take a break. Well, your C P s. Here’s a block post for you. The differences between your nine ninety and your financial statements. Have you ever looked at these two things and seen the same word description, but there’s two different numbers, and it seems like they ought to match, especially if the same person, same companies doing the two things. But there are reasons why they don’t that and other things. Simple explanations there covered in this In this post, you goto wagner cps dot com Click Resource is then blogged. Now, Tony steak, too. Have you become a non-profit radio insider? Yes, he’s talking about it again. Oh, my God. Because that’s where you’re going to get the special access now special access to the private videos that I’m doing with guests Thiss Week with Emily. Since she’s a productivity consultant, we’re goingto do something, as as these videos always are that we did not talk about on the show. It’s not just we got a short regurgitation of what you just listen to on the show. What’s the point of that? So we’re going to talk about a productivity tip using the Eisenhower matrix, Emily and I. So that’s one example. But there’s there’s Ah, probably got six of these or so in the can that haven’t been released yet, but it’s going to be all part of part of a they will all be part of a private playlist and you get access to the playlist. But being a non-profit radio insider, how do you do that? You go to tony martignetti dot com and you click the insider alerts button. It’s so damn simple. It’s just name and email, some other podcast. It would probably charge you, but I don’t and I’m not going to. It’s not like I’m putting you on a list that you believe you’re going to get. You’re gonna get charged. I just wanted to be an insider. That’s how you get it. Okay, So you started twenty martignetti dot com. What a surprise. Let’s bring in AA step award. She’s been listening in, and, uh, she’s our social media and technology contributor. What do you know about that? She’s also the CEO. Event ten. How about that? NON-PROFIT technology? I’m sorry. Uh, well, the Non-profit technology network she’ll admonish me. Her most recent co authored book is Social Change. Anytime, everywhere about online multi-channel engagement. She’s that Amy Sample, ward dot or GE. And at Amy R. S. Ward. Welcome back, Amy. Simple word. Hi. Thank you for having me back. Actually, just as I was waiting my turn in the digital Q. Here I was looking twenty nineteen, a brand new year calling in non-profit radio. And then I was like, Wait a second. How long have I been doing this? And I just checked my email and it six and a half years. Is that, like a real thing? Absolutely. Just gave me a chill. Literally. I have a physical chill. Give me goose bumps. Yeah, because the first show you were on, we used to talk about this on the anniversary shows, but happy Toa. You know, not that that’s the only time. But so this is how I know the first show you were on was the one hundredth show. And yes, that’s what I remember that, you know, there’s searching through your Gmail can be a little difficult. So I just Tony hundreds show because I knew that the first one and yeah, that was in July of twenty twelve. That’s right. July is every every July is a new fifty new fifty more shows. Fifty show milestone and live twenty twelve. Yeah, and we’re at show four hundred. This is four hundred twenty seven or six or eight or somewhere around there. So that’s three hundred and twenty some shows and fifty shows a year would be six, seven, six years and a little less than half. You’re absolutely right. Yeah. Yeah. How do we possibly have things? They still talk about you. Uh, well, you make that you make that you make that determination on, then I routinely veto them, and then you make another determined. You probably have. Come on. So true. Yeah. You probably have come up with more. Like probably like seven hundred topics. Three hundred fifty. Some shows you’ve been on. Well, of course, you have been on every week either, but But But it has been that long. It has been that many years, you know, because you know, we get along great eye. I think you don’t have to say anything if you don’t want to. Wei have a strong enough relationship that I could say you can remain silent you on the show and it’s fine. You can remain silent when I say we have a good relationship. E-giving all right. So are you calling in from the End ten office? Yes, I’m calling in from antenna H Q, where we are quite literally surrounded by boxes as we have one last week where you know different different swag, different supplies, all the you know, physical things that make the conference happen are being sent to the office and then they get all rounded up and take take to the convention center in, like, one giant truck. So right now it’s the final week of the boxes like Back-up around us. I see Right? And, of course, we’re going to talk about nineteen ntcdinosaur twenty nineteen non-profit technology conference now. In years past, when this has not been in Portland, where your physical headquarters is, would those things just have been shipped to the hotel. And so that would should save staff a lot of a lot of labor fame. It’s here in pieces because a lot of it, you know, I mean, we are somewhat conscious of the carbon footprint we’re creating by putting on a conference. So as much as we can, we use your two year so a lot of it here in our building storage and then, you know, we bring it out in package. What we need to take for that year by the stuff that we need to buy, and then it normally gets put on him one or two palace and shipped to conventions come. But since we’re in the same town, that’s not like a thing we can’t have should become falik ties the boxes and literally just drive them across the river, you know, five minutes away. But we also can’t just take it. And, you know, like behind the scenes reality of big conference planning is that convention centers and decorators have all these rules about when you can access the pre event storage when you can access, loading, dock all of that stuff and that you’re charged every time it does get access. So instead of Ah, shipper, that’s going to put it on a pallet, you know, on some big truck and go across the country and said, We have a moving company coming to move these things. And that was quite an interesting process of trying to talk to movers. And we’re like, Well, no, we’re not moving offices, but you do need to pick it up from an office. We’re still going to work here. It’s just other stuff you’re picking up, so Yeah. Okay. That’s s o. I liked the behind the scenes stuff. Um, yeah. So you said Big conference. It’s always over two thousand. You have. Ah, you have a goal for the number of its India. We have a map Wey have, like, the amount of people that can sit in chairs. So we’re currently on track to sell out at our cap of twenty. Three hundred twenty hundred. You thinkyou? Yes. You think you’ll sell out twenty three hundred? Okay. Yeah. I mean, we have we call it a calculator, but essentially, it’s all of the week by week registration data from the last, like, ten years, and it just charts it in. So every week we put in how many registrations we do have. And it calculates out what we’re on track. Tio hit. If we continue the pattern of the previous data at Tio hit our cap of twenty three hundred a head of the conference, which means we’ll have tto, you know, hang up the closed sign on registration at some point. Yeah. Turn people away. All right. So get in. So then now place to go. Of course. Is in ten dot or GE. It’s right on the right On the home page. Big band. Is there a banner across the top? Yes. Big dahna krauz stop you. And ten dot or ge. Um Okay, So what? What are what are we signing up for? What we’re getting into if we when we sign up. I’m glad you asked. You’re getting you’re signing up for all kinds of things. There is. This is my very weak attempt creating a bridge to Emily Segment. There are some community members who already organized some morning runs, and one of the lunches has a guided walk by Beth Kantor. So the NTC, then I’ll have a technology conference ISS filled with all kinds of things that I think folks expect at any conference. They’re going to tow learn, but it’s also filled with things that I think community members often don’t expect to be in a conference. So on the first hand, there’s over one hundred eighty sessions this year so that, you know, three hundred some speakers and just lots and lots of opportunities to go learn from other practitioners what they want to dio on our conference has we label sessions are in our kind of way of thinking. We’re more like categorizing them or tagging them into the five kind of categories of an organization. So program fund-raising marketing, communications it and leadership. But they don’t act as like tracks or, you know, some conferences. You sign up and you’re you have a certain job title and those of the sessions you have to go to. That’s not how it is. I can’t see anybody can go to any session, but we use those labels because since then, DCS all about technology, there could be two sessions happening at the same time, about data or about maps or whatever. But if you see that one of them is tagged as a communication session and one is tagged as a night session, it’s easier to say, Oh, well, I couldn’t see the difference between these one of these is maybe going to be more technical, and one of these is going to be about, you know, external community communications. Um, and in that same way, there are people attending all those sessions, people speaking those sessions who are from every different kind of job type, every different kind of, you know, organizational mission, big, big, huge enterprise size organizations and really small one person organizations. So wherever you are at in that world, however, many staff are on your team or what mission your organization has there will likely be someone else has that matches your reality that you could find at the conference and share and learn with them. Have you ever gotten to go to many sessions, Tony? Because you’re always also creating content. I thank you, and we’re going to talk about what I’m gonna be doing there, but no, I’ve I’ve never been. I’m proud of this. It’s just the way, because I’m on the exhibit floor capturing fantastic interviews from your speakers. I have never been to an NTC session. Although I’ve been to This will be my fourth and T C. Hold that, though. We gotta We gotta take a break. Please tell us. Can you use more money? Do you need a new revenue source Get a long stream of passive revenue? When cos you refer process their credit card transactions through Tello’s, watch the video, then you send the potential companies to watch. And of course, there’s also applies for your own credit card transactions as well. And you will get fifty percent of the fee that Tello’s earns for each transaction. Not the prophet. Did I say profit? No, I did not. Fifty percent of the fee for each transaction goes to you from the referrals you make to tell us that video you will find at the landing page for listeners at tony dot m a slash Tony Tello’s All right, you gotta do the live listener love on DH. It’s going out. It’s going out. Tio, New York, New York, Brooklyn, New York. Thank you. Brooklyn and New York for Brooklyn and Manhattan being with us. Uh, let’s go. Let’s go west Phoenix, Arizona and Tampa, Florida. Well, that’s coming back east, of course. Um, and then let’s go abroad. We got We got two nations where we cannot tell the city and they’re very disparate. One is Columbia, and one is Russia. So I’m sorry I cannot dahna shout you out by city, but the live love goes naturally. It just goes, it goes to the whole country generally. And then you got the targeted and the specific and the attribution yl love directly to those listeners. And then we also got sent to Domingo in the Dominican Republic. Dominican Republic. We don’t see you too often, so thank you. Thanks for being with us. Live Love to you as well. Yes. And the podcast pleasantries. Thank you very much. But I’m not finished quite yet because I have to send the podcast pleasantries. Amy, you know that That’s the that’s the vast majority of our audience thie over thirteen thousand people who listen, whatever device, whatever time whenever it fits into their life could be Could be the next couple days. Could be many weeks or even a couple of months sometimes based on the stats, and I see the loud the downloads continue. We easily weeks after and sometimes months after an episode, so That means podcast pleasantries. Tow our podcast listening audience. Now, Amy Sample Ward. Thank you for your indulgence there. Um, yeah. So non-profit radio is partnering with and is sponsored by You don’t mind if I do a lot nastad out on my own ship. Well, y you know what I’m doing Asking you? Yeah, Come on. Stony martignetti Non-profit. When did I get so polite? What is this transformation? Yeah, of course. I’m gonna be doing a video and saying more about this as we get closer. Teo Ntcdinosaur Tch is March thirteenth to fifteenth. Um, we’re sponsored by ActBlue at at the NTC Act Blue and Non-profit Radio. We’re gonna be sharing a booth with an oversized booth a ten by twenty. So come and see us. ActBlue will be there and they are the non-profit radio sponsors. As I’m capturing at least twenty five, hopefully as many as thirty interviews for later broadcast on the show. All speakers from Ntcdinosaur as people come off or sometimes before they do their session, they come and see us in the booth. And we recorded very cool interview all about using technology to make your work easier so that you can focus more on your mission and less on the the tribulations of technology. This is ntcdinosaur and ten and ntc. That’s anti tech tribulations. That could be our new catchphrase. Yeah, I wouldn’t. I wouldn’t use that. I don’t think it’s for just that. They both start with T, but they don’t have the same sound. So it’s not an alliteration. It’s just two teams that don’t. So don’t don’t use that. In fact, let’s let’s talk about something that’s Ah, I thought you were going to admonish me for even even set it up so you could admonish me. So End ten is no longer the non-profit technology network. Right? Okay. Eso you’ve got You’re going the way of the American Automobile Association, the National Abortion Rights Action League, Thie, American Association of Retired Persons. All these organization that just want to be known by letters. What? Why do you do that? So we’ve always been known by letters. We’ve always been in your right hand, but I’ve always been allowed to say and ten we allowed Or we kept the Non-profit technology network a piece of it. Not that we use that ourselves, but that it was still there if you went to the website or, you know, use the logo or whatever, because people have this very strong expectation that they should get to know what the letters. I mean, you know that the letters have to be an acronym and that they need to know that I’m afraid I’m one of the one. Ultimately, even though we were saying the word stood for non-profit technology network, that wasn’t even what they stood for anyway, are actual legal name is Non-profit Technology Enterprise Network. What is Enterprised? Clearly has an organization. This wasn’t just me. You know, this is many years even more. I was here that e I did not mean anything. It’s not being used. So we just got to a place where we said, Why do we have to focus on Non-profit technology network? Which, if you didn’t know if you weren’t part of the community, just heard those three words. What do those three words means? They don’t really mean anything, right? Like they’re still not very descriptive. Um, so if the whole long words aren’t descriptive, let’s just stick with the name we already used. It’s maybe not descriptive, but neither is the long words. So let’s just go with an ten. Have that be our name and move on. Not have to spend all of this time. Oh, and then stand for this. No intense stand for no technology tribulations and stands for using technology strategically to meet real community need. Right? Like, get that piece out of there. Stop wasting time on that and just say, antennas this community in this work, and this is what we d’oh Okay, Okay, but, I mean, I think non-profit technology that part of it anyway, of the Non-profit technology network. I mean, yeah, I don’t agree. I mean, I think that’s descriptive. It says it says we’re about non-profits and we’re about technology, but Antenna doesn’t tell me even, Well, where do social enterprises sitting there? Where does that mean that we build technology or that we use technology or we endorse technology or were consultants I’m not offering. That is our perspective. But those are the questions we got all the time based on that name. Okay, because non-profit technology network could Alright, could mean a lot of different things. I was just focusing on the fact that it at least narrows it down from from brightstep. Ditigal would come to us say, Oh, it says that you you must build non-profit. You must build technologies for non-profits ru must, you know? So it’s still wass. Those words have meaning, but it’s a different meaning to all different people. And it is It wasn’t right. You build websites or something like that. Okay. Okay. So So then a newcomer Well, a newcomer would goto and ten dot or GE, presumably on. And then I guess they would quickly about. And then they would then read the text on the about Paige, right? I think it’s that simple, right? Okay. Okay. Look, very few people really care what didn’t What’s the name of the organization is what they’re coming to the website for is all the content that we have the conference looking for community groups, right? They’re coming for something else. And the name is just like where they got that article from right way. Didn’t we have received one email sense since dropping the Non-profit technology Network and on Lee going within ten, which is something we did back in November. But we have received one email from from someone that just said, You know, I’ve spent x amount of minutes I cannot find on your website what NTM stands for, and I need to know. I need to know. All right. Right. Well, did you talk about him or her off the ledge and word using technology strategically to meet your mission? It stands for deporting this community in this way. You know, you used to tell her you didn’t tell them they want and they wanted to know what? Those letters. So did you give it up? Eventually Did you say non-profit technology, Enterprise Network? Or did you refuse? I don’t know. I think I wasn’t me. That responded. I didn’t get the email. I think they may have said, You know, our founding legal name is this, but this is our D B. A. I’m not sure. All right. We just see this is This is why I, uh um Oh, yeah. No, we got time. Yeah, I’m thinking I just got a cue that we only have a minute left thinking Oh, my God. Can’t be over yet. But that’s just for a break, OK? Just for a break. Yes. Yes, of course. Way need Teo Metoo? Yes, but now we need to talk about ntcdinosaur. Uh ah. There’s more to say. And I’ve I’ve decided from from talking to Emily I think I’m going to coin this new thing W worthless host digressions because we’re there rife there with the show is rife with them today. And they do pop up from time to time. W hd is worthless. Host digressions. All right, let me take Let me take our last break. Please. Hoexter give. Can you use more money? Do you need a new revenue source. This is the second way you heard the first way before now is the second way right now. Amglobal e-giving learn about it with text. Gives five part email many course. Very simple. You get five emails over five days, dispelling myths, telling you how that it’s not as expensive as people think that the barriers are not high etcetera, including the tech barriers. Um, very easy start the many course to get it going. You text NPR to four, four, four, nine, nine, nine. Okay, and indeed, we do have several more minutes left, for example, Ward and ah, what else without? I was going to So what I was saying earlier we could rewind prior Tio tio. It’s hard to remember. Sometimes it’s hard to remember what came before there. So long. So long, their arduous. I was saying, There’s things people in debate, so duvette educational sessions. But the things that folks don’t necessarily anticipate that are part of what I think makes the NTC such a special event are more of the community pieces. So every day during lunch we have active sessions. So instead of a session where you would go sit in a room and hear somebody speak these air sessions where you can go do something. So there’s yoga. One day there’s going for a guided walk around around the river outside the convention center. You know things like that. You don’t need toe, bring other clothes, are you know Otherwise, Prepare for those things. You Khun, decided to him in the moment, but they’re just a different kind of peace. Um, all of the lunches and the breakfast on the last day have what we call birds of a feather. And those are things where people even now are submitting topics that they want and those then get set on the table. And anybody, you don’t just sign up for them. But you can go find one of those tables and meet other attendees and talk and those air anything from people saying, You know, I use WordPress for my website and I want to talk to other WordPress users to people who like Star Wars or people that mitt for people that like board games, eso it. It doesn’t have to just be technical topics, but that’s a really fun piece. And similarly, in the evenings we have dine around where people say, I want to go to dinner because we always need to eat dinner and you can just put your name onto a list. And these air reservations made for six people at all at, you know, delicious restaurants around town. And you don’t know the other five people. But you all get to go to dinner together and have a great dinner. And you are only responsible for buying your own food, of course, but you get to meet a couple other people in a setting that is, eh, Something needed to dio You need to eat, but be a small group. So you’re not trying to, you know, Here’s somebody ten seats down. I’m just a small group dinner. And, of course, Portland, Portland. Very well known for food here. I’m here. I’m season on the food again, like I did earlier. Yes, you make. No, we’re already trying to limit, you know, but challenge. We’re coming up with just again pulling back the curtain here to the behind the scenes is Portland Restaurant culture is mostly a no reservation culture. So the way the dying around usually work is that we have placed, you know, We’ve held reservations at restaurants, and then people can just add their name to the block. But many restaurants don’t allow reservations at all. So and that convict for tasty, delicious Portland restaurants. That way, we anticipate people want to go, too. So we’re trying to think of ways where it’s like you all are signing up with the group, but you’re just gonna walk over there and wait together for table. Might just have to be the reality, you know, right? But for a table of six, you know, that could be a bit of a weight too, right? That’s going to have fun around it. You know, we can have fun in the restaurant right now. Yeah, okay. But you know, you’re driving home the point that a lot of ntcdinosaur community driven. You keep it very open for people, Teo, contribute ideas and make ideas happen at NTC from the community. Very. Yeah, well, altum up. I mean, if you want to plan ahead and and do that kind of thing, you can. But we also wanted to be a place where people feel like they could meet somebody in the hall, start having a conversation, Realize they want to organize something and be able to have that happen while they’re still in person at the conference. Yes, that’s something I admire about Ntcdinosaur. So we have a couple of more minutes left. Of course, you goto in ten dot org’s you’ll it’ll be very obvious where to go to sign up. Are we still in the early bird pricing time, or has that passed? Oh, that passed in December. We got ten days until the regular registration rate runs out on DH. Pretty shortly after that is when we’ll be it the sellout No limit on the wait list to go up. So definitely go get your registration. And one thing we’re always asked is if they’re still opportunities to present. And the M ten session process is again kind of a community open process. People submit sessions in the summer than the community votes on them than US Steering Committee of experts based on topics vote on them, etcetera. And so that process has already happened, however, part of and then values and recognizing how strong and smart this community is that we don’t allow single speaker sessions. There is no topic that could be covered that truly. Only one human knows about it, so we don’t have sessions where just one opinion is getting shared. But however, that means there are some sessions where the person who you know is leading the session and was accepted. They don’t know somebody else that’s done a project like they have done, or they don’t know someone else who has an area of expertise like they have. So we have a page on the website. Anybody can see that lists any sessions where the speaker has currently told us they want help finding another speaker. So if you want to go, that page changes every day. But if folks want to go to that additional speakers page in the program section of the website and take a look. And if there’s a topic there that you know about, you can fill out the form and suggest yourself as their co presenter. Awesome, yes, So there there is still that opportunity. Wonderful. All right, so that’s Ah, twenty nineteen, the nineteen ntcdinosaur course. That’s the Hashtag ninety ninety SI Portland, Oregon at the Convention Center in Portland, March thirteenth, the fifteenth Come See me and Act Blue and non-profit radio together in a booth. Um, any sample board, of course, will be one of the guests that will be interviewing. And they’ll be twenty four to twenty nine other guests of panels. Panels that, Amy. That’s true. You’re the only single that I do interview at NTC sometimes. Well, actually, sometimes it’s a panel, but only one person could show up. It could be a panels two or three, but only one. But that’s rare. It’s quite rare, like one or two others. Maybe it’s always at least two people be for the probably eighty percent of the interview interviews that I captured there. All right, we have to wrap that up. Thank you so much. Amy and I will see you. I’LL see you in March. I can’t wait to see you. Great. Thank you very much. She’s Amy Sample Ward Amy sample war dot org’s and at Amy R. S Ward, you goto and ten dot org’s to sign up for nineteen Auntie si next week. Financial fraud with Tiffany couch. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com insiders, you’ll be hearing increasing your productivity with the Eisenhower Matrix with Emily Parks. Get those videos sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant by Wagner. CPS Guiding you Beyond the numbers regular cps dot com Bye. Tell us credit card and payment processing your passive revenue stream. Tony dahna em a slash Tony tell us on by text to give mobile donations made easy text. NPR to four four four nine nine nine A creative producer is clear. Myer, huh? Chris Patera is today’s line. Producer Shows Social Media Is by Susan Chavez Mark Silverman is our Web guy and this music is by Scott Stein of Brooklyn with me next week for Non-profit radio Big non-profit ideas for the other ninety five percent go out and be great. Duitz. You’re listening to the talking alternate network waiting to get into thinking. Duitz you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi. I’m nor in Santa potentially eight. Tune in every Tuesday at nine. To ten 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. 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 dafs. Do you like comic books and movies? Howbout TV and pop culture. Then you’ve come to the right place. Hi, I’m Michael Gulch, a host of Secrets of the Sire, joined every week by my co host, Hassan, Lord of the Radio Godwin. Together we have over fifteen years experience creating graphic novels, screenplays and more. Join us as we bring you the inside scoop on the pop culture universe you love to talk about. Wednesday nights eight p. M. Eastern Talk radio dot in lives. Dahna. Thie. Best designs for your life Start at home. I’m David, the’RE. Gartner, interior designer and host of At Home. Listen Live Tuesday nights at eight p. M. Eastern time as we talk to the very best professionals about interior design and the design that’s all around us right here on talk radio dot N. Y. C. You’re listening to talking Alt-right. I work at www dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, 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 twelve Noon Eastern time. That’s the conscious consultant, Our Awakening Humanity. Thursday’s twelve noon on talk radio Dunaj N. Y. C you’re listening to the talking alternative network.

Nonprofit Radio for January 25, 2019: Courageous Communication

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

WegnerCPAs. Guiding you. Beyond the numbers.

Credit & debit card processing by telos. Payment processing is now passive revenue for your org.

Fundraising doesn’t have to be hard. Txt2Give makes it easy to receive donations using simple text messages.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Maryanne Dersch: Courageous Communication
Maryanne Dersch says your nonprofit may be codependent and it’s stifling your communications. Are you afraid to stand out? Do you prefer middle-of-the road content to driving on the sidewalk? She may be right. She’s the author of the book, “Courageous Communication.”

Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

View Full Transcript

Transcript for 423_tony_martignetti_nonprofit_radio_20190125.mp3

Processed on: 2019-01-25T22:28:48.346Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2019…01…423_tony_martignetti_nonprofit_radio_20190125.mp3.714695358.json
Path to text: transcripts/2019/01/423_tony_martignetti_nonprofit_radio_20190125.txt

Hello and welcome to Tony Martignetti Non-profit Radio Big Non-profit ideas for the other ninety five percent. I’m your aptly named host. My friend the Scarecrow just got a promotion. She’s outstanding in her field. I just heard that today I got I stole that from a bank. A za bank joke. Um, I’m glad you’re with me because I’d be thrown into trauma nap. Tia, if I had to breathe while you told me you missed today’s show Courageous communication Mary and er sh says you’re non-profit maybe co dependent and it’s stifling your communications. Are you afraid to stand out? Do you prefer middle of the road content to driving on the sidewalk? Occasionally she may be right. She’s the author of the book Courageous Communication on Tony’s Take two Insider yet responsive by pursuing full service fund-raising data driven and technology enabled. Tony Dahna slash pursuant by Wagner CPS guiding you beyond the numbers weinger cps dot com Bye. Tell us turning credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four, four nine nine nine What a pleasure to welcome Mary Anderson to the studio from St Louis. XI is founder of Courageous Communication. She works with Non-profits to move from operating out of fear and scarcity to confidence and abundance. So they attract like minded donors and raise more money. She’s author of the book Courageous Communication. How Co dependence Is Making your Non-profit brand Boring and what to do about it. Marianne has a shoe fetish, a diet Coke fetish. And she sings karaoke E, which I call Carrie. Hokey. Ah, you’ll find her, her company, her book and her fetishes at marianne. Derschau dot com. And she’s at Marianne Derschau. Welcome to the studio. Thank you for having me. My pleasure. We’re gonna talk about coke and shoes and all kinds of thank you for coming in from St Louis. Thank you. I’m glad I made it. Yes. Your seven hours delayed yesterday. Yes. You got a lot of purple going on? Yes. Kruckel, hair, lips, nails. Yes. Okay. I just I just goingto embody my brand. That’s right. Live the brand for sure. Yes. You’ve got to be courageous. So Okay, um, co dependence you feel that organizations, maybe a little co dependent and you wanted to move away from that, Teo Courage. Yes. And I actually the thought of this concept in the therapist office when we were talking about co dependence, which the simple definition is when you subvert your needs for the needs of others. Right. So you’re not doing what’s right for you because you’re too busy doing what’s right for others. And so it’s that weight that we can’t be kind giving people. It’s just when that when we are subverting our needs, which builds resentment right in our personal lives. So I was looking at that as an organizational issue. I’m thinking, Wow, a lot of my clients are subverting their needs for the needs of their donors, right? So they are not doing and saying what would be right? Because they’re afraid of someone might what someone might think, right. So it’s all way they’re focusing on the loss, not the wind. So that’s when you talked about moving from fear and scarcity. So that is a lot of that Ideas like, if we say or do something wrong, something bad is gonna happen. We have to like Speaker act a certain way because we want to appeal to, you know, this group of people and that’s usually around around money. Okay. Okay. All right. And, uh, your therapist? No background? No, no. I was in therapy. I have a team of mental health professionals. You guide me through my, my, my actual therapist, actually just told me I should cut back to wait. Go back to five days a week now. So? So I’m getting I’m not After eighteen years, right? Things were getting better. Yeah. Um, All right, So what is this courageous communication? You know, of course we have the hour, right? So don’t go into Don’t go in there. Right detail, But just give us overviewing. What is this Courageous communication? So courageous communication is about not worrying about the people who don’t like you, but focusing on the like minded folks who share your heart in your mission and attracting them to you. So that is the simplest explanation. Don’t worry about the critics. Focus on the folks who have an affinity for what you d’oh. Okay, okay. You also encourage needing less praise. Please don’t be so needy. So the idea is level the purple in-kind together talking her hands are flailing hyre lips, and that’s amazing Hope. The Olan song. Yes, so right, so praise and criticism. So so again. One day I’m in my therapist’s office and and I was talking about how someone had criticized made a criticism and because I’m oh mirriam, you’re always in the spotlight or something and and then where other people would praise me for that same like skill are, you know and tendency. And she said, Well, Mary, and that’s just other people’s opinions of you and and it shouldn’t and they’re both the same thing. Praise and criticism are the same. They’re just other people’s opinions of you. And I’m like, Okay, well, that’s ridiculous, because Treyz feels really good and criticism feels really bad. And she said, A whole person really can manage praising criticism, right? So you don’t need praise to feel good, and criticism doesn’t derail you. Although one feels good and one hurts, you’re still going to be a whole person, like moving your way like through your life. And at that moment, I thought, Oh, my gosh, my clients are overly dependent on praise and terrified of criticism. And even if you meet people like that in person who are, like, very needy for praise their kind of exhaust sing right, and then it forms this sense of inauthenticity. So relationships reform with people and organizations are made of people, and we want to have an authentic relationship. And so when we’re when we need a lot of praise and are terrified of criticism, of course we send these messages that seem inauthentic, right and were afraid to like Show the true, the true truth of like who we are and what our organization is. And and so we think that that that’s super shiny, perfect image is what attracts people. But that doesn’t attract people. What attracts people is the real n’est, like they want to know who you really are and how they can help you with your struggles and the wins and the losses. And and all of that, just like we want to know from each other, you say You say have a point of view, right? And don’t be ashamed of that, right? Right. And people who have a similar point of view will be attracted to you. Yes, and those who do not will criticize or depart. And that’s not bad. Yes, because you want more of the people who share your point of view and fewer of the people who don’t exactly like the like the You don’t call yourself this, but like I’m doing it for you, you know non-profit therapist? Yes. Right. Yes. You’re you’re You’re encouraging this cognitive behavioral dahna scheme for non-profits right to use an organizational level. Okay, um, be strong. You say, You know, this is another thing. You saying the book be strong, be strong in your message and easy to find, right? So because the ideas create a brand of attraction to attract like minded people. And so if those people see that you’re standing up for the causes and the issues that they have an affinity for, that’s going to attract them to you. And then when you’re easy to find that helps you attract, attract those people. So if I have, you know, a desire to help a certain calls or issue and I’m looking for that, I can find someone who does that and then build build a relationship with that organization. Okay, we’re gonna take our first break, okay? And I want to say that when we come back, We’ll talk about how this is all very personal to you and not only the therapy, but you got some other things going on that that are interesting and and a little provocative. I will bear myself. Yeah, you in the book. So you read the book for detail, or you can hang out here and get get the Cliff notes version. Well, not really Cliff notes. I mean, we’re on for an hour. That’s not right. Get the get the audio version. That’s what I mean to say that this is the audio version of her book pursuing. They have a new free E book, which is the art of First Impressions. You need more donors. The Art of First Impressions. The book is about donor. It has the six guiding principles of ineffective acquisition strategy. It has how to identify your unique value and use it to attract people like Mary and I were talking about plus creative tips. You’ll get it at tony dot m a slash pursuant capital p for Please remember that. All right, let’s go back to creative communications. So you’re relaxed. You’re a burlesque dancer. You were You’re unashamed unashamed about the shoes, the platform shoes. That you? Yes. So you are. You know, you make those other things, You’re out there and you’re attracting people. How are similarly minded? Yes. And you’re not upset when people are, I guess put off. I don’t know if people are put off. Everybody in the world I don’t know. I guess I just don’t get carried away. All right, But you’re you’re out there for your own, for you’re in your own brand. You’re practicing. What, you Yes, yes. And my company to it is built on the same principles of a brand of attraction, right? And really connecting with with like minded organisations. And so it’s It’s less about worrying about trying to convince people you know it. It’s hard to change what’s in people’s hearts, right? We all we all have our philanthropic heart. We all have what’s in our hearts. So what’s in my heart and who I am? And so it’s hard to convince people of the worth of your organization. It’s hard to convince people that I look for like minded people, right? And your work. You probably do, too, and I publish a podcast. Right producer podcast and people who enjoy it will come to it. Yes. And so it’s this idea of of working less to convince people of your worth and that just attracting the like minded people. Teo, tell me about the burlesque. Well, that’s so I mean, I mean, what I call a midlife adventure, so I know why. Wouldn’t know. There’s nothing to be going crazy. Whoever heard of a good life eventually? Well, that’s what I call it on. DA. You know, I’m fifty three. It just turned fifty three, so And I just decided that you know her, so out about their age, you know? I love that. Well, why Why would I? Because I don’t know why, but lots of women are coy about Yeah. So fifty three three very. And that’s when you’re supposed to say, Oh, my God, you look great in here. You look amazing. That’s what you’re supposed to say, right? OK, thanks. So I just decided that I was feeling really confident. Like, I think women in their fifties. It’s a really great time. And you you feel like, really confident. Like I don’t care what anybody thinks. I’m doing what I want. It’s Sometimes I call it like your second act like after the kids are a little older and whatever you can go do. And I just decided, you know, this idea of feeling really confident about your body and and your sexuality and who you are. And in burlesque, the beautiful thing about it is the key. Everybody is welcome and everybody is beautiful, right? So big bodies, little bodies. We celebrate our curves and giggles. There’s trans bodies, you know, there’s one of the guys in my class is Ah ah did burlesque in drag. So, like any, you know any who any person you are is worthy of celebration. And so in a lot of times women, we get the message to, like, you know, like, whatever you are is not good enough, right? You have to like, Thanks. Put yourself in here and wrap yourself up. You know what I mean? There’s something about you that is unappealing. So in burlesque, it’s sort of like this idea of owning yourself. But also I did it for sort of command of myself and the stage. So as a speaker and trainer, you know, having command of your of your brain and your body, like in front of people, right? So learning I chose improv in stand up comedy, it But it’s a lot of the same skills, right? And understanding, like being in the moment, like being really in the moment and really selling something right. And so and it’s this idea of even though I was, like, terrified in my head, you know, I went out and what you just let go and just have fun and that that feeling of that intersection of fear and exhilaration that that’s that’s something that is that it is such a great feeling and and you know that, right? This stand up on the stage doing stand up there. The applause is over. It’s your audience. Are you going to make them laugh, right? Or are you Are you going to be embarrassed? Exactly. You got eight minutes go and and you just dive in. And And it is really about just being so present in that moment. And so that was the fun for me. Yeah. Yeah. Okay. Thank you. Thanks for sure. Fifty three millions fifty three. How bad you’re about? Uh, okay, so, uh, s so let’s talk about some communications? Uh, more brand promises you want. You want tohave? You want us to have a Is it just one? We have a brand in order to have a brand promise or one brand problem. Grimm Press What’s a brand program promises the highest level of thinking that the highest level of experience. So ah, brand promises something A promise that you make to everyone your organization interacts with on And it’s not always stated, but it’s felt so. I used the example of, like, a target because everyone’s been to target. Right? And you know what? It feels like it and they you know, they’re brown brand promise, even though they don’t say it is like, you’re going to have a good experience here. You know, like for some women like targets or recreational activity, Right? We, like, walk around with our carts, bring kids. Yeah, Yeah, you push the kids around. When my my oldest child, when we adopted my oldest child, like and I was a nervous mom to a three year old, you know, I would just go through target because I like target, you know? So ah, and s o. So it’s this idea of that promise that we make Teo to everyone we interact with. And then once we figure what out what that is, then we can then that can distill into all our messaging and our talking points and how our organization looks and feels well or it’s a grand process could see. I was going to say, How is that different than a vision? But but vision is what you’re trying to achieve. Yes. Yes. This is your brain is about This is about what you’re going to get when you interact with us. So so I’ll give you an example. So there is a national organization called Oasis that works with older adults. And they do recreation activities, volunteer educational. So as people are, you know, nearing retirement, you know, finding the free time in their life. Okay, Now I’m going to really pursue my own interests or do what I want. You know, you would turn to Oasis for for further education, for volunteer opportunities of exercise. Right? And so when we looked at them and we said what? What are we really promising people? And it was this idea of ah young at heart. Right? So being young and violent and feeling like life is full of promises, like no matter what age you are. And so when we created that young at heart brand promise U S. O, then it’s like, Okay, now we’re going to look at okay. They remain message, which then became Oasis. Lifelong adventure. There’s no one. So here’s the thing no one wants to help label. Nobody likes labels like Millennials Don’t want to be called Millennials, right? Seniors don’t want to be called scene like people don’t like labels, right? And so we couldn’t say for seniors or, you know, so it was this idea of implying lifelong, which is throughout life and adventure. But the brand promise was really this idea of staying vital. And so when you looked at the color, the photography, you know how how the organization looked and felt how people interacted with that organization in person and in print online did that? Did that make that? Did that? Keep that promise right? So once you have that, that’s sort of this feeling that just works its way through everything you dio. And sometimes it’s like so known. It’s just it’s a thing that people don’t really talk about it Just obvious and evident. And some. But it’s always good to define what it is. Because then you could really look and say, Are we communicating? That, you know, is are we keeping that promise with every with every interaction that we that we have? That was life, life, long adventure? Yeah. This is Oasis that well, they’re brand promise. Was was this ideas being young at heart? Which lettuce to the tagline like lifelong adventure. Like your midlife adventure? Exactly. Like you recommend adventures to clients to have no life, e Yes. So Okay, I hadn’t drawn that parallel till you just said that. Yes. Oh, well, this is why some property for thirteen thousand? Yes, it’s unlike you could be a part of my mental health team. Time organic xero fee. I can’t afford me. I know I can’t afford my therapy five days a week now, but so hyre. Okay, I don’t know where I’m going with that, but so are so You have the brand promise, and then you have belief statements. Okay. Yes. They seem to Segway from Okay. So yeah, so from the brand promise. So this came about because a lot of heat would say to me. So I I want to appeal to this group. So butt And yet I what appealing to this group may mean like hurting the feelings of this group. And and we’re not sure what to say, you know, and how to keep all these, you know, different groups, you know, from not offending anyone. And so I was at a workshop, and this woman said to me, You know, I work with women’s health and some of the women in the group are that that that this organization serves are pro life, and some of them are pro choice, and there’s always, ah, you know, and and I’m all work. It’s this constant battle. Okay, so so in their head, there’s a battle, right? So it’s like, so these beliefs statements then allow us to say, Here’s what our organization believes. Here’s what we stand for and these are five to seven principles that we just don’t move off of, right. And so one of those beliefs statements could be we we work to include all you know, points of view around, you know, this issue, I said, you just state that you’re trying to do that, right? So that’s a belief that you have a belief that she had was We’re doing our best to accommodate the most diverse, you know, points of view possible around this issue. But isn’t that contrary? Teo. Courageous communication. What we said earlier about not being fearful of offending some people. So so you’re not. It’s not that you’re offending. You’re trying to make space for both these groups that were a part of this this organization. So it’s it’s this idea of, like, Yeah, and we might We might we might We might fall down on that everyone so out. But we’re doing our best to accommodate everyone. So this is not an organization that has to take a stand on on abortion, right? Whether with the organization, right? Right, right. This is organization that was working in maternal health. White like maternal health. So it’s like, So there’s route that and saying, There’s room for and we’re doing our best. So one of the organizations I worked with in St Louis is called Episcopal City Mission, and they serve kids in juvenile court custody. And so the idea of why your kids in court custody. What have they done? What? How? And then they’ve minister to them, it’s called a minute. They call it a ministry of presents. So they minister to the kids, their mentors and ministers to them. And so this idea of creating these beliefs, statements for them allowed them to say, Here’s what we believe about the children that we serve and about And it also allowed them to talk about their religious, the religious foundation around that. Because then these air this is what we believe we believe that no child is should be defined by the worst thing they’ve ever done, you know. And so when you hear things like that, like, okay, and no one argues, no one can argue with what you believe. This is just what we believe. And if it’s not for you, that’s OK. So And it’s It’s a very freeing way because this is what we believe in. And if something it like if something comes to in conflict with that, then you know well, that that’s that’s that’s This is something we just don’t move off. Yeah. How do you develop belief? That? What are you telling you? Talk with your hands. I I’m pulawski demolition. We say we can’t You can’t talk with your hands strapped down. Yeah, yeah, that’s what I like to have zoo meetings when I explain concepts. A lot of times I used my hands, you know, to describe things, so okay. All right. So my developing within your organization, how do you develop? So most of them are known, but not said so get them in writing, right? Exactly. Yeo. Yeah. Yeah. So more. Yes. So So it just really depends on the organization s o. We asked people. So when we asked people, like, what do you believe? You know what? What? What? What? What? People on the organisms staff and bored. And then from there, we distilled it down. So we got a lot of input and then distilled it down into, like, five or seven things. So But when I’m working with an organization, I’m hearing them as I go. So I’m sort of like already taking a mental inventory, you know, and and and and and listening to what they are because a lot of times they’re just they’re just known and they’re not written. And this one of my clients that it’s called there. They call it the values, their value statement. It’s police stated value statement. I mean, you can call it different words is still the same thing. Here’s the unassailable things that we believe in. Right. And then there were working on putting them, like in the in a very prominent, Like when you walk in, like, here’s what we believe, which I think is wonderful, right? Because it just grounds everybody into that. Okay, Okay, way. Don’t stray from these, so if we’re going to embark on courageous communication. Courageous. Well, courageously. Yes. We’re going to change some culture. Some thinking within the organization, right? Because most organizations are middle of the road. You know, there’s safer. We’re not goingto for the reasons that we talked about, you know, they don’t want to. Ah, I don’t want to be provocative in their communication. Yes, maybe not. Take a stand or take a week or stand. So how are we going to get changed? You have some ideas in the book about changing culture. Tto make this shift correct. So non-profit culture is fundamentally risk averse. I think the board structure is the board structure. Like they’re in their mission to be like, Let’s not ruin this, right. No problem. I’ve been on the boards before. It’s like, Please don’t let let this organization die under my watch. Right? Right, right. All right. Like that was shot that Do you know those hos do no harm? Right? So So the idea is to switch from this idea of fear and scarcity. So I’m constantly scanning and thinking about what could go wrong to thinking about what could go. Right. So an idea of living in confidence in abundance and so how that happens is really from I work with organizations on on all levels, so I can’t just create cultural change through one person. So what I was doing before was like I could teach you how to write better Web content, or I can teach you howto have a more engaging brand. But if you don’t have the culture that supports that, that’s not that’s not gonna work. So typically it’s working with, you know, board and executive director at that level to embrace this idea of that, you’re going to go a lot farther. Ah, latto faster and achieved more success when we adopt the principles of of abundance, right and so and it’s and that’s calling Teo to the front. So here’s like, Here’s when we did take a risk and it paid off, right? So so because I think organizations, they’re doing this already there, just not giving themselves credit for it. So a lot of times it’s just like helping them understand. You’re kind of already doing this. We’re just going to do this in a way that’s really deliver it and the idea of and showing them the numbers of of, you know, how it. It takes a lot of time and a lot of money, Teo, to convince people of something rather than create, like fighting those likeminded people and attracted them to you. And it’s about relieving yourself of not at casting that really wide net of having to appeal to everyone. You know, Because what if What if we miss this dollar? What if we miss this? Don’t you know what? But I know I understand that. Yeah, but I want to get to that house too. Okay, So one of the things our first remind listeners we had a show called buy-in bitches. There were two women. Yeah, we’re who talked about who talked about getting buy-in that there was around it and technology project, But But you could listen back to that show because they had a lot of good ideas that are that go beyond just tech projects. Cool. Forgetting buy-in from from your boss from your CEO. Buy-in bitches. Okay, I’m sure if you go to twenty martignetti dot com and you start the word bitches, that’s that show, that’s so we’ll make itself apparent like those ladies. Alright, i e I love them too. We did that on the show just is organic. We You know, we don’t come up with the name we need to come up with a name of one of them Said we could be buy-in. I said we needed a liberation, was close and she I think and then I said, which is really did that just thinks. Oh, really? Oh, well, I forget whether she said it hesitantly. Or I said it boldly. I don’t know. But yes, love, Anna, But you also you mentioned you touched on something You say the book share the successes, share small successes when when you’re when you’re new form your new brand of communication does well get get Retweeted or yeah. Get special attention on Instagram or something. Great. Share it, share it and and share it with especially the board. Like, show them how this is work and give them the data to support this because they had their typically data driven Okay. Okay. So I want getting this getting this buy-in You’re also encouraging us to understand what the board’s motivations are correct. We’ll say little about. So you’re you know, you’re like I said the boards. Motivation is typically tio not mess up, but they also really they I mean, the board members really care deeply about what’s happening. And so when you can understand, like what they want to contribute what they’re what’s, then they’re what’s in their specific like, ah, mind how and and then pull that out of them. Then once they can increase their buy-in increase there, um, they’re emotional impact into the organization. Then we can. Then we can really work with them on taking those risks and coming with us. You know, for me, I’m, you know, I’m come from a communications background. I was on a board, and it was a lot of lawyers and accountants, and I was wondering, like, you know, how do I fit in here? You know, what is my gifts? And the organization is foster, adoptive cure coalition, that they’re my client now. I said, musicians what Foster and Adoptive Care Coalition. And I stepped down so that they could be my client. One of the things that we did is like these monthly our yearly meetings where we met one on one, the staff and board to talk about what our goals were, and then how they could contribute to those, And I think that’s really helpful. Another thing you suggest is be patient. Take small steps. Yeah. You know, you had over, like, a minute or so. Yeah. No, I mean, I think you just said it just you’re transforming a culture takes time, and it takes till it takes deliberate action every day. And so that’s why those successes, they’re so important, so people can start to see the transformation. And that’s a Olds. It’s been a month. And then, you know, let’s let’s move off this. This takes some time to really become part of your culture and just how people act and and think every day. Okay, we’re gonna take that break. Wittner, CPS. They’re kicking off a remote non-profit roundtable. Siri’s Each quarter, a Wagner’s sepia sepia will cover a topic that they know intimately detailed. And you need a basic understanding. That’s all you’re going to get in an hour. This is not a sepia, you know. Cielito SEPA credit course. You need a basic understanding of it. Their latest is revenue recognition for grants and contracts. You watch the archive video at wagner cpas dot com. Quick resource is than Webinars. Now, time for Tony’s. Take two. Are you insider yet? I’m pushing this because what do you get as an insider? Exclusive content. So today, with Maryann, we’re goingto produce her shoes, her platform boots that she’s about. You’ll see the purple thes. So there was shooting extra content videos short, like five minutes videos with each guest. And insiders get that on a private playlist. Now, some podcasters might charge you for that. You got five bucks a month or something? Whatever. Maybe seven. Eight bucks a month? Something? No, not non-profit radio? No, no charge. I just want you to be an insider. So you go to tony martignetti dot com and you click the insider alerts button that’s it. Prominent and you’ll be an inside its name and email, That’s it. It’s all I ask. You’ll be an insider, and then you’ll get the access to these exclusive videos that I’m doing with guests and, uh, including your going to see Mary Ann’s boots. All right, uh, let’s go back to Mary Anders and courageous communication, All right? Okay. All right. Yes, of course. My favorite thing. Tents. Are you okay? Stand up straight. Okay, okay. All right, so that the cops way talked about the culture, change, all change. Listening. Listening? Uh, you like, uh, discovery sessions and focus groups. So what’s the part first before we get to discovery sessions of folks, why do we have is listening How does a listening exercise fit into courageous communication? Okay, so when we, when we listen, Teo, so courageous communication is not too saying or doing whatever you want, right for the purpose of doing it. So when we listen, This is when we find consensus points in thinking that help is building develop our messaging and our brand so that everyone who’s part of it feels excited to share it. And s O You know, when I just want to make that clear, is when we talk about being a courageous communicator, that that that means that you’re speaking your organization’s authentic truth, right? And how we get to that is by listening. So, you know, what do we value as an organization? And then how can we present that in a way that feels authentic? Tow us and that but then is also exciting and engaging for those like minded people that we want to attract. And that’s where the discovery sessions and the focus groups come in. SoHo are we listening to? So for so So I I’ve used this cool tool call Discovery sessions for many, many years and S O. N. And it’s different. So typically a focus group, you would say, Here’s a couple of ideas we’re thinking about Can you give us some feedback around these specific ideas, right? A discovery session is more of an open ended conversation where you’re asking people how they think and feel about an organization. What attracted? Who are you asking? Well, I’m going to get to that. What’s so so about Non-profit? I would never platform boots and altum. Yes, so So So what we would do is create way create a cross section of people so bored staff, volunteers, clients creating a cross section in the room. Now, sometimes I would do it where, um, an organization would want different discovery sessions based on audience. And then it was up tio us to kind of synthesized the information, but most the times like that was a longer process and, um, or involved in an expensive process. And they wanted so we would take maybe twelve to fifteen people, put him in a room, board staff Like I said, you, Khun Dio, volunteers, clients, those people that are really close to your organization, they don’t even have to know a lot about it. Just have an affinity for it. And so sometimes people come in the room and they would say, Well, I just joined the board. I don’t know very much. It’s not about what you know. It’s like, What’s what? You’ve what you feel, What you feel right? Right? Yeah, right. You come. Why’d you join? So we and in the book I really lay this out step by step on how to do this, But we’re going to ask questions like, so, you know, tell me how to get the book. Just get the book right. What? Three words come to mind. You know, when you think about us. Like, what do you think that we do? That’s different or better? Because that’s what we’re looking for. Like our positioning. Right? And you know what attracted you? What? What would you tell people, Teo? You know who you think might be attracted to you? Would you tell people about right? So so that’s for two reasons. Because we’re planting something in their mind. That, you know, Hey, you should tell people about this. And if you did, what what would What would you say and what we’re looking for us. I said our consensus points and thinking. So when we do these, I have people write first and then speak and they write first. So that, like, if you and I were at opposite ends of the room and I heard, you know, everyone had the same thing to say by the time we got down Teo, you strain your Yeah, right, everybody. So I’m just going to not say that, because then I don’t think so. So we look at consensus points and running first, and then you got to read what you wrote. Exactly. And it’s a very strength space conversation. So a strength space, right? So you’re looking for what? What assets you have that you can present, And then how can you use those assets to connect with like minded people? So I just did this recently for a group that was starting their first sort of, like, big plan giving effort. And so we had a Yeah, right. Your your your wheelhouse. Yeah, And so it was the idea of, you know, These were people who had been long time donors and volunteers. So they were really the top prospects for this. But in But before we wantedto ask them formally, we’re asking them. Hey, how did you become involved? Like, what is your affinity? You know, what do you want your legacy to be, you know. And so most philanthropy is born of pain, right? Like so, There is a pain that I had in my life that I want to prevent other other people from happening. Right. So, right. So the pain of you know, you know, my parents, you know, we’re unemployed for a long stretch of time and write something like that. Right? And so when you asking people what you want their legacy to be, you know what? What? What? What? What changed? You want to see in the world, you know? Then you could really understand, like what their goals are. And so when we you know, when we did this, we got when we did these discovery sessions. We got so much information and not just around the plan giving, but just around who they were as people and and what and what their goals were in life. And how How can I How could an organization support that person? In many ways? Right, So so. And it’s It’s always we always get great stuff out of them, and people leave. People leave feeling really good. Like, Wow, that was a great use of my time. There was a very good donorsearch gauge mint. Yeah, Even bored engagement. Exercise? Yes, yes. So then what do you do with the with the synthesis of all this, Right? So just go. Yes, sure. So before you start, we usually have what we want out of it on the back end anyway. So if we’re looking for a messaging co-branding something like that, So we’re going to know what the front and what we want out of the back end. Sometimes people say like, this has happened so many times, people would say stuff in the room, and that would become their tagline, you know, and oh, gosh, yeah, but I can’t say that in the room. Right? Great sport. You catch it. Yeah, because I’m listening. I’m listening. And I’m scanning for you have the trained ear. Yes. And know what the purpose of the meeting is Yeah, and and and And there there were just creating a space for them. Tio Tio really express their thoughts around the organization and around their goals for their own with their own knife. Very informative, I think. Two CEOs, Teo full boards. Yeah. No, this synthesis, even beyond the product. Whatever it is, you’re looking for messages, right? Or or your promises or whatever, very informative, I think for it is. And it’s also, when you listen first and then and then develop later than we say to them. Hey, you know, because of what you said because of the guidance you gave here’s what we created, or here’s the direction we went. They see the impact. So if we don’t make decisions in the room and we make very clear up front like this is not decisionmaking, we’re not making a focusedbuyer. Yeah, you make want a pole or make a decision or, you know, get at least some priorities out of that. But this is about just this idea of Hey, let’s let’s talk. Let’s create this very specific space to talk about your thoughts around our organization, and then we can use that then to to help our decision making, You know, as a staff, a said struck me as outstanding engagement. Yes, for whatever. Whatever constituent. Cuz you’re bringing in volunteers. Clients? Yes. All the board donors plan giving donors get shot up. E-giving dahna. Yeah. Yes, that’s right there often for gotten. You know that they are. I’m the I’m the Evangelist without the religious overtones for planned e-giving at my client’s. Because it’s often the forgotten group. You know, there’s no recognition society for playing, giving you have a thousand dollars. Five thousand, fifty thousand dollar recognition, nothing for planned e-giving people who put you alongside their grandchildren. Right? And children in there will their life legacy. Teo, you can’t throw them. Ah, Recognition group. Come on. What do you mean? I’m not here yet, but, uh, I make the point. Dahna let’s take a break, and then we’re on our way. Okay, Well, when we come back, then we’ll talk about the authentic personality cause I feel like the info that you would gain from the discovery session of the focus groups leads to your unique personality and authentic personality partner. And and that’s important to know to learn. Tell us, can you use more money? You need a new revenue source. You want diversify revenue. Get a long stream of passive revenue. When cos you refer process their credit card transactions through, tell us infact you get fifty percent of the fee that Tello’s earns. It goes on for months and years with the credit card transactions. You watch the video, then send potential companies to watch it. Where do you get it? It’s on the listener landing page at tony dot m a slash Tony Tello’s For the video, we got to do a live listener Love the live love It’s going out. It’s going out to Ottawa, Canada. Say, I don’t like the way New York of the Ottawa No Ottawa, Ottawa, Canada Welcome. Xiang Xiang, Hyogo Costume, Shanghai China NI HAU Shanghai, not Shanghai I don’t like that Shanghai Shanghai NI Hao, Brooklyn, New York I don’t like that. It’s Brooklyn, New York. That’s the way they would say. Shanghai in Brooklyn, Brooklyn, New York, New York, New York Multiple live, love, All of you, all of you. I’m just going down the list. We’re not. Sometimes I go domestic and then abroad. We’re doing it all on her. And the way Sam wrote it down real court to Argentina. Would that be, uh, put a star days when a star dies? Argentina Riel, Quarto Live Love to you Garza Garcia, Mexico Buena Star Days, Moscow, Russia. Good dog. No, that’s German. Um, Moscow, Russia. Live live out to you Middle village, New York. That’s Long Island. Middle Village. Cool. Charlotte, North Carolina. Live love, special love going on North Carolina, of course. Tampa, Florida Adelanto, adelanto, California Live love to each of you are live listeners And there’s more out there But summer summer mask guarded. I don’t know why, but there’s more live love going out to those masked, guarded people if I didn’t shut you out and the podcast pleasantries the over thirteen thousand listening in the time shift pleasantries to you. Whatever you’re doing, you’re painting your house. You’re washing your car. You’re doing the dishes. Is that your podcast binge day on a Sunday evening or something? No Sunday evenings of fir e mails. I have to be Sunday afternoon. Podcast binging wherever. Whenever you’re listening pleasantries to the that huge podcast audience, I’m grateful that you’re with us. Thank you. Let’s go back to Mary Anders. How does that sound? Great. Okay, cool. So what do I say we’re going to do? Oh, your authentic self authentic personality. One may all right, flushes out what we got here. Oh, you have a quote. I want Tonto. Okay. Okay. Frame this little bit. Page eighty for when you get the book, you’ll see it’s paid for the more honest and authentic you are in your communications, the more you’ll attract like minded people. So we’ve been talking around that, right? That’s like, to me. I was sort of like a thesis. Yeah, a theme running through the whole book, But Okay, but so now we’ll talk about your authentic personality. Okay, What’s this about? So as an organization. So we’ve talked about your personality on the center of the universe. If you can’t say that, you only have one cent. That’s so let’s move it. Dang it, dang it. Shifting away. Right. Light is moving now to your clients and nonprofit organizations who are listening. Yes. So So it’s this idea of, of of your organization just really being who they are. So if your grassroots e that’s okay if you’re older and more established, that’s OK. When you try to present yourself as something, you’re not just like people. People are going to get that through. Yeah. So I was meeting with Ah, a woman that I’ve known for a long time, and she now manages donorsearch vise funds. And she said, Marianne, it’s my job to get below the gloss. The brochure gloss into what’s really going on an organization. And I said, Melinda, it’s my job, not tohave the gloss that you can really see right into an organization that they’re excited, too, to present that to you and that they feel confident, you know and who they are. And and so one of the ways that you do that is, you know, celebrating successes, but then also being really honest about your struggles. We want to and and and if it’s a failure, right? And I In the book, I cite the Engineers Without Borders in Canada. They always do this failure there. Their annual report is their failure report the top ten ways we failed, and I’m like, Okay, boy, that’s a confident but they’re talking about Here is the lessons we learned. And in non-profit, I think we’re not allowed to fail like we think you know and get that become part of part of that risk averse culture if you’re going to take a risk if you can’t be bold and courageous you’re going to fail some. Great. And here’s what we learned from that. And here’s how that helped us grow. And so that’s idea of the good, the bad and and that that’s what people want to know when they want to connect to, you know, in in St Louis, I’m, you know, I’m ah, fostered dogs, right? So that’s one might. That’s one of the things that we do before dogs and you adopt children, adopt just Yes, I am a rescuer by nature, so And so I and there’s, like with you. Yeah. Yes. So there’s several organizations that sort of do a lot of the same this kind of the same thing, right? So they’re all working an animal welfare, right? I’ll show you who’s sorry, where were there are working in an animal welfare, but each of them has a distinct personality, right? And so so what? The organization that I that I worked for it there a little bit gritty and rebellious. The other one is a lot more folksy, community based other one is like older, established. They work on higher level like advocacy and overarching like statewide doing there in the streets. You’re doing the work. You’re rescuing the dog, right? And so so. But each has their own personality. Jefferson City? Yes. Jefferson City, Missouri. Yes. Capital of Missouri. Well, hardly hardly known. Right. City lived in Warrensburg for five years. I was in here for firstborns. Were really Okay. All right, so so. But each one has their own distinct personality, and that’s OK. And so when When you are looking so if I have an affinity towards animals, I can I can look and I can understand, like the landscape and one which one I’m attracted to, right? And and And And so it’s just sort of like owning that like, you know, Hey, you know, this is this is who we are, and this is what we’re about. And and And if you like that, that’s great. And if you don’t, that’s okay too. You know, we’re happy to know us and a hard place to be lorts well to a future with Sorry. I wanna keep it on the chairs now. We’re on a shoestring budget here. Okay, So leading to this is you’ve alluded to this a bunch of times. You wantto take stock inventory? What it is that’s that’s holding you back. What your fears are? Yes. Okay. We haven’t talked about this yet. Yeah, let’s let’s flush this out. Because because if you’re going to be courageous in your communications, there are going to be worries. Fears. We’re going live donors, We’re gonna lose volunteers. The mayor isn’t gonna like us anymore. Etcetera, etcetera, You know, you gotta take stock, right, And then go ahead. You flush it out. Yeah, eso. And so it’s important to inventory your fierce because the concern isn’t going to go away. So when the benefit outweighs the concern, then you’ll move forward. So what I mean by that is when you’re going to have concerns and fears through this whole process. But But we’re working towards something greater. So we just need to learn what our concerns are and then make a plan to address them. Because boardmember Zehr going to say, Oh, my God. What if this happened? Okay, Okay, so what if that does happen? So let’s make a plan to address that. So people like plans because it helps them, you know, feel feel safe and like, Okay, so if we’re going to do this thing, and so what if somebody doesn’t criticize us? What do we dio? And then once we have, like, so a lot of times, you know, Remember when Non-profits were hesitant to get on social media? Because they we’re afraid of of negative comments, right? What if somebody says something? Okay. What if somebody does say something? How do we manage that? And and so because crisis PR to me is just something that happens not every days. Ah, huge crisis. But it’s just you’re going toe. It’s the price of doing business. If you’re doing and saying something interesting, somebody’s not going to like it, and that’s okay. But the people who do like it are the ones we’re concerned about. And so it’s this idea of Okay, What if somebody doesn’t like it? Then how can we address that? And there are, you know, times when I worked with groups where we really just said, Okay, what are all our concerns? And we put them on the whiteboard and we addressed each one with some with some strategies. To address each thing. What if this happened? Okay, this is what we would d’oh. Okay. Right. Okay. On benefits as well. You wantto take stock of the benefits, right? And so that so the idea is to attach Teo and and the thing is, like, you could have one hundred fears. But if you have one benefit right, you’re goingto work past those those fears. And so the idea is okay, as a group understanding, what do we really want for organization? How? No. What is it that it’s really want going to move us forward? And then once we agree to that right, and then so now we know how to get to that. Okay, now, this is this concerns, and we’re just going to manage these as we go with a plan for each one of your plan for each one. Because what happens right now is we’re making decisions based in fear, right? And so let’s make decisions based on rational thought. Right here is what’s best for organization here’s here’s the most efficient way to get what we need or whatever. Whatever it is instead of Oh, no, we can’t do that. That’s that’s that’s too. That’s too something right. So when And so the ideas. Yeah, I get that. That’s scary. But let’s make decisions based based in the rational thought, and then and then just just be mindful that there’s going to be concerns popping up you say in the book fears don’t predict the future. Yeah, right. I’m not a mind reader. I wish I could be. I tell my kids that, too, just because you think it’s all going to go wrong, it’s not. That doesn’t mean it isthe right. So and the ideas like this idea of being an abundance of scanning the scene for but what good could happen instead of constantly scanning the scene for what could go wrong? And that’s why I’m working toward the good right. And that’s a mindset that that, you know, I work for every day, as you know as a person and that that, you know, I work with organizations to Yeah, right. So we’re going to look at the world is a place of abundance and opportunity Instead of fear and scarcity. You got a car last break text to give. Can you use more money? I need a new revenue source. Diversify revenue. Here’s the second way. Mobile giving. You could learn about it with text to gives five part email. Many course you’re You’ll get five emails over five days. Just like my therapy. I could do, mate. I did my therapy in this way be a lot cheaper. So I’m sure five e mails way, Yes. So what do you do to get the five female Many course from text to give you text. NPR for non-profit radio and November Papa Romeo. Air Force days, Whiteman Air Force Base, Warrensburg, Missouri. Jefferson said he’s the capital. Text NPR to four, four, four nine nine nine. All right, we’ve got several more minutes left for courageous communications. Um, so staff expertise you have. You have a chapter on developing right on creating developing staff expertise. Yes. Yes. So just take a picture of me. Yes, you did. You know how to shoot a video, So I know it’s exciting beyond Zoom. You love Zoom I d’Oh d’Oh d’oh. Okay. Okay. So, staff. Okay, so I learned a phrase a couple weeks ago, and it’s It’s not my genius. It’s not my job. And I think that plays really well here. That’s about a about why’s that bad? Because then you have to be. You have to be excellent at everything. But you’re not a possum. That’s right. You’re a genius and everything, right? So, Souto, from your therapist E I learned that for I know. I was on Ah, CEO workshop. Okay. To be average it something. Yeah. Was your therapist? Yes. Yes. It’s okay to be just OK, which is still, like, completely unacceptable to me. But I’m working on it. I know more about your therapy than you do. So know. So. So staff. So so. So a lot of times organizations will, um, get bogged down in what I call a like. They think they’re fund-raising or they think their relationship building because they’re, you know, putting together a newsletter or, you know, an annual report. When I work with folks on that, that there’s only one you there’s only one Tony and Mary. And like some of my kinds, Larry, there’s only right there’s only one Larry or Galen are are the folks that I work with and and so you only you could build those relationships. There’s a lot of people who could do other things in your office, like, you know, the newsletters, this the social media that could update the contents of your website or something like that. And but there’s on ly one you. So when you are bogged down in this, either either two things one is you’re kind of bogged down in it because you’re expected to dio all the relationship building of fund-raising. And then you’re expected to dio all of the you know, the design and development of marketing materials and social media, or you’re doing those things because you’re a little hesitant to do the relationship thing, right? So sometimes people get into fund-raising positions, and they really that relationship building isn’t their forte. And, you know, they fall into these position and they confined administrative things, Teo time. And then they wonder why they didn’t make their money creating goals on DH there moves goals by the end of the year because they’ve because they’re not comfortable doing it s o They found distraction. Yeah, eso and non-profits tend to value money and not time. So they said we were gonna watch every dollar, but we have plenty of time, right, so we can weaken we can have all the time. So we’re gonna work people really long hours. And then because we’re going to keep all that in house, well, we could do that here. We could do that in house and what that does, is it, You know, Yeah, You’re saving money by not sending that out. But the money that you’re losing because of the because those folks, those that they’re geniuses relationship building, let them build relationships, because then they’re going to be generating the income, you know, and then offloading some of those, those duties, that anyone you look at this and say it, and I’m not saying like all too because, like, you know, at my old company five one Creative, I worked with a very awesome team of designers and developers, so nothing anyone could do anything. I’m just saying, what is what is your genius right? What is your gift and are? And is that your primary focus of your job is practicing those gifts because in the end, that is going to move your organization farther. You also make a point of saying, if you don’t have expertise in house, you’re gonna have to spend the money, tio by it. Freelance consulting. Any of the sites that match a big potential volunteers. Yes, but you’ve got to get the expertise you don’t have that you need. Yeah, and, you know, you could learn how to build a website, but then you’re never going to replicate that point. Don’t spend your time don’t spend. And so so yeah, So bring those people in, have them help you in boost you. And I realized when I started my company, I looked around. I said, what makes a successful business? And those people were spending a lot of time and a lot of money and a lot of investment into the professional development of their company and themselves. And I look and I see the same thing. And non-profits they’re bringing people in right there, ringing the highest level, thinking that they confined into really push them forward in a way that they couldn’t have gotten gotten themselves. And then they’re seeing a lot of benefit from that investment. Yes, You have to. You you can’t. Another guest on a couple weeks ago, it was December. You can’t be expert and everything. And there’s no point in learning things right. You don’t need to do what your genius at. Yeah, you’re wasting your time. You’re taking time away from your genius, right? You think you’re saving, but in the end, it’s costing you a lot more. We got about thirty seconds. Encourage us wrap it up and encourage. Yes. So you know, right now, it’s kind of a crazy time. You know, politically. Onda lot of non-profits are really kind of flipping into fear, right? And so, my I’m gonna encourage them to start scanning the world for the possibilities and the abundance around them and creating this brand of attraction so that they can keep that positive energy coming towards them. So that because all these types of our world is uncertain everyday. So when we’re certain of the direction we’re going, we can cope with that a lot. A lot, a lot more easily. Outstanding. You’ll find her at Marianne dash dot com. There’s an e at the end of Marianne, and she’s at Mary and, er sh thank you very much. Thank you for having me. This pleasure. Wonderful. And for insiders, Marianne has time effectiveness tips that we’re gonna talk about. Plus, you’re going to see the shoes next week, walks and runs with Emily Parks. If you missed any part of today’s show, I’d be seat you Find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled Tony dahna slash Pursuing by what you see piela is guiding you. Beyond the numbers. Wagner cps dot com By Tello’s Credit card and payment processing your passive revenue stream Tony dahna slash Tony Tello’s and by text to give mobile donations made easy text. NPR to four four four nine nine nine A great of producer was Clam 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 With me next week for Non-profit radio Big non-profit ideas for the other ninety five percent Go out and be great buy-in. You’re listening to the talking alternate network e-giving. You could. 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 center of attention. Tune in every Tuesday at nine to ten 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. 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. You like comic books and movie howbout TV and pop culture. Then you’ve come to the right place. Hi, I’m Michael Gulch, a host of Secrets of the Sire, joined every week by my co host, Hassan, Lord of the Radio Godwin. Together we have over fifteen years experience creating graphic novels, screenplays and more. Join us as we bring you the inside scoop on the pop culture universe you love to talk about. Wednesday nights eight p. M. Eastern Talk radio dot and wives schnoll Dahna. Thie. Best designs for your life Start at home. I’m David here. Gartner, interior designer and host of At Home. Listen live Tuesday nights at eight p. M. Eastern time as we talk to the very best professionals about interior design and the design that’s all around us right here on talk radio dot N. Y. C. You’re listening to talking alt-right at www dot talking All calm now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, 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 twelve Noon Eastern time. That’s the conscious consultant, Our Awakening Humanity. Thursday’s twelve noon on talk radio Dunaj N. Y. C you’re listening to the talking alternative network.