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Nonprofit Radio for September 11, 2015: The 9/11 Giving Effect

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David Campbell & Cristine Cronin: The 9/11 Giving Effect

David Campbell is associate professor of public administration and department chair at Binghamton University. He has first-hand 9/11 experience from his work as vice president at Community Service Society (NYC) on September 11, 2001.

We talk about his opinion piece from 2011 in The Chronicle of Philanthropy, “The Lessons of 9/11 Philanthropy.”

Then Cristine Cronin, president of NYCharities.org is with me to discuss the first online giving responses to the attacks; what’s changed as a result; lessons learned about responsiveness and collaboration; and the future of the “Donate Now” button.

Both interviews are from Nonprofit Radio on September 9, 2011.

 


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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 it’s september eleventh that’s always a touchy day for me, which makes it me especially glad that you’re with me, i’d bear the pain of otitis media if i had to hear that you missed today’s show the nine eleven giving effect. Christine cronin, president of n y charities dot org’s is with me to discuss the first online giving responses to the attacks what’s changed as a result, lessons learned about responsiveness and collaboration and the future of the donate now button. And david campbell, associate professor of public administration and department chair at binghamton university, he has first hand experience from his work as vice president at community service society and why, see, on september eleven, two thousand one, we talked about his opinion piece from two thousand eleven in the chronicle of philanthropy. The lessons of nine eleven philanthropy those two interviews air from non-profit radio on september ninth, two thousand eleven. Then christine cronin joins me live to share her reaction to what she said four years ago, and consider whether nine eleven still impacts giving on tony’s take two. Where were you on september eleventh? We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com let’s get started with the nine eleven giving effect here’s christine cronin with me in the studio now is christine cronin. She led the creation and launch of charity wave dot com, which was one of the internet’s first e-giving sites started in nineteen ninety nine and as a result, she was on the front line of e-giving on september eleventh, two thousand one, she has worked in washington d c including as national president of women’s equity action league, which led the successful passage of title nine originating sports equity for women. Christine is now president of n y charities dot or ge. And i’m very glad that her work from september eleventh and today brings it to the studio. Christine conan, welcome. Hi, tony. How are you, it’s? A pleasure to have you. What was the state of e-giving in two thousand won? Well, right from the start, which i got involved in nineteen, ninety nine people were very cautious about using their credit cards online and so the ones who were who had even been there yet were what i would call the early adapters. So people who are always the first to do everything and and i also noticed that a lot of credit cards were being used because of awards and points. And so people love switching from check writing to credit card use for philanthropy because it allowed them to collect more points that charitable pursuits the thousand dollar gift gets me a thousand miles. So that was actually a help to getting app getting use of cards online. Absolutely. And i still see that today with our clients, people who want to do gif ts in the five and six figures by credit card for all those valuable points you were at charity wave tell us about charity wave. This was on september eleventh, two thousand one tells about charity wave. Well, justice charitable giving is often a small project within any company. Charity wave was built at the instigation of the chairman of a computer encryption firm called wave systems and the chairman who his name, peter sprague and he’s, the former chairman of national semiconductor. For thirty years, i wanted to use his fledgling e commerce infrastructure for charitable giving, but nobody in his company, which was scientists computer geeks, you know, really understood what he was talking about. And so he was helicopter skiing with a mutual friend one day, and he said, i want to use my e commerce infrastructure, charitable giving nobody understands what i want to do, and my mutual friends said, i think i know someone who would understand and of course, a lot of my background was non-profit so they called me from the mountain, and they said, would you meet? And i said yes and that’s how it all began, okay? And then, well, let me remind listeners that we’re live tweeting and the hashtag to follow is non-profit radio hashtag non-profit radio and just to sort of set the scene for moving us to september eleventh, i was monitoring a chat small non-profit chat, which is hashtag sm and pee chat, and i was not just monitoring, but i was on that this morning run by pamela grow and you can follow pamela on twitter, using that name at pamela grow and one of the quotes that i was really poignant to. Me was from someone who said he was in the tenth grade. And on september eleventh, casey deal away. He’s at k c, j, d and he said, you know, a tenth grade, just trying to figure out what it all meant september eleventh what? What was the charity wave response was immediate? You were up that afternoon, right? Tell us that. I know, and it actually wasn’t me who was the original instigator. We were a cz much in shock as everybody else in new york city, and we actually were at fifty seventh and sixth avenue, and i look down, you could see everybody walking because public transportation had stopped and everybody was silent and we were glued in front of a television, and suddenly a young staff person turned to me, and he said we should set up an emergency relief site, and i just stared at him for several seconds because never in my wildest imagination had i thought i would ever set up an emergency relief site for new york city, and we were already working very closely with united way international. So we were handling charitable giving two disasters all over the world for united way international. And yet this was still just such a stunning concept to me. But then i realized he was right, and i called our engineers, who were based in massachusetts and where our servers were, which were completely safe, and everybody just jumped on the idea, and we had a sight up that afternoon with united way international. So you pulled yourselves away from what everybody else was watching toe actually dig into work, right? It was up that afternoon, you know? And what was the what was the first response i know in the first few days or a week? Well, it was interesting that evening, i was still at the office, and i just wrote an email and i said at this time of, you know, profound tragedy, you know, i just want you to know that we’ve set up an emergency relief site for washington, new york and pennsylvania, and one hundred percent of your gifts will go two victims of these tragedies and what really surprised me because i think many of us did not know that the phones were down and we were so swept up in watching television and in the in the moment that we didn’t realize the phones were ringing and people all over the world because i wrote to everyone in my address book, people all over the world wrote back, and their first words were, thank god you’re alive because no one could reach any of us, and we didn’t even know that i mean, it had just went past us, but then immediately the gifts started coming in, people were desperate to do something, and the gifts came in from all over the world all over the world, and we are going to talk a little about the international response you got. But so even that afternoon and that evening, gifts were coming in. Yes, you have to take a break with christine cronin. We’re talking about the nine eleven effect she’s, the president of my charity’s dot or ge take a break and stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, you can join us on twitter the the hashtag to follow is non-profit radio if you’d like tio call and talk to christine kronen were at eight seven seven for eight o for one two oh eight, seven, seven, four ito for one two oh, from the small non-profit chat that i joined earlier this afternoon earlier this morning, this came from amy cept. She said, my stomach still drops thinking of nine eleven. Amy cept is at nim beust. And i am b y christine cronan is with me and she’s, the president of n y charities dot organ had direct firsthand experience on september eleventh. Christine, um, we talked just briefly, but what? I want to get into this a little about the international response that you got from from charity wave what was happening? It was amazing because we were affiliated by the next day with the new york times nine eleven fund and united way international. I mean, we were seen as a very serious player in the e philanthropy space. And so people wrote to us from all over. The world and we were in the new york times every single day as part of their giving campaign, because i just want to clear united way as well as new york times media’s giving right was need e-giving cases was where the charities you had started with, right? Right? Well, i called jack rosenthal, the president of the new york times company foundation, who we were already working with on neediest cases, and he said, you know, give me a few hours, and so by the next day, the new york times nine eleven fund had been initiated, and so we we went with those two major charities, so as a result, we were getting emails from people all over the world and and very, very touching emails. I mean, even today when i read them and i re read them, i realized how important it is for people to be able to reach out and express their feelings during a disaster and people all over europe and japan and other parts of the world, we’re writing to say something about their feelings about new york and in the depth of how they felt strongly about new york city. Whether they had been there or there, they had grown up there and that they wanted to do something and so many people throughout ideas like we can create these t shirts and we’ll sell them here and then we’ll send the money and every email it seemed at the time ended with what do you think? And i and i felt absolutely compelled to stay every single night, you know, until eleven and midnight responding to all of those. What do you think? Even though i didn’t necessarily know the answers, people were looking for an outlet, a place to do something and you charity wave and other outlets that eventually a rose. I gave them that opportunity. A little boy wrote from switzerland, and he said, i want to do something, but don’t ask me to raise any money, tell me what i can do. I mean, it was just some of them were just heartbreaking, so it was so it was very time consuming, but i did it on. And how about financially? Just in terms of the response to the site that way? Yes. Now remember, people were still hesitant about credit cards online at the point in time, but there’s something about a disaster which helps people, you know, jump over the fence and start using them and to quit writing checks. And so there was quite a surge in online giving, i think you know, overall within about six months, thes site raised just under two million dollars, which at that time was a lot for online giving for those who will be listening to the show on the archive. Trending right now on twitter is the hashtag biggest lesson learned from nine eleven so if if you’re listening live, you can look at that hashtag but for those who are in the archive you khun listening to the archive you khun, listen, look back to the hashtag biggest lesson learned from nine eleven and so let’s christine let’s turn to some of the lessons first, how how do you see online giving compared to other other methods of giving? Well, i was very used as everybody was in the non-profit space to direct mail and the average gift through direct mail for years had been around thirty five dollars, when i began working at wave systems than charity wave in nineteen ninety nine. One of the first things i noticed was the size of the gifts, and i thought to myself, wired there’s so many hundred dollars gifts, you know, it didn’t make sense to me, and i finally began to realise, as did others who were involved in philanthropy around the world, that people will give more with their credit cards than they will win the writing checks, and i sort of explained it to myself if i’m in macy’s and i only have a check in some cash, i’m going to spend less then if i’m in macy’s and have a few credit cards on me and so that’s sort of how i explained it, okay, but then the challenge, of course, becomes acquiring the donors online versus doing more traditional direct mail. Any advice around around that? Well, often they find you. I mean, i’ve actually found it easier to be online and to be in search engines, and two people find us more than we’re not spending at all this much time looking for donors, as we did before and let’s explain what is and why charities dot or ge? Well, after the internet bust, the wave systems had to shut down various parts of the company, and we were we were never something they made money on, in fact, you know, they were funding their funding it and and they were absorbing credit card fees, so we were oh, so truly one hundred percent of the gifts in the credit card processing fees went directly to the charities that that wave charities was they never anticipated nine eleven when they set up that procedure, and so we were, you know, immediately targeted as something they had to shut down. And so the chairman, at that point peter’s break said to me, well, what do you want to do next? You know, i’d be happy to help you, and i said, we know so much i said we should do this as a non-profit and he looked at me, he wasn’t sure you were okay, he was going to be part of that, and i said, oh, you’re going to be chairman started recruiting your board instantly in the first conversation, brilliant, and i said, but i would like, i don’t want our efforts to be so dispersed. I mean, we were really national and any charity in the country could have started using us his charity way, but it was very difficult to do. Unlimited resource is and so i said, let’s, just target a space and do it really well. And after nine eleven, you know, it was so obvious to me that i wanted to target new york because of the emotionalism of that entire time period. Okay, so and why charities dot organism is a portal that leads people to e-giving and also information and even volunteering right for new york chadband tax returns on every charity in new york state. And i figured there were about twenty five thousand, but there were really closer to sixty. And now there’s closer to over one hundred hundred thousand, right? So a little less than ten percent of all the charities in the country with all the public five o one c three charities, which is, like one point three million. Roughly one point, four are in new york state are their sites like and white charities dot or ge in other states? Well, just about everything has been tried. And there was certainly one called touch dc, which has now been sort of absorbed into network. For good, and then there was one out of louisiana, which was started by the louisiana givers, but it didn’t last. It was sort of what the internet boom was all about, just hundreds and hundreds of efforts to try to make something go. But i would say probably eighty to ninety percent of these things died because there weren’t the resource is to keep it going. And later on, we’re going to be joined by professor david campbell from binghamton university, who has an op ed piece in this week’s chronicle of philanthropy about lessons from nine eleven and the three of us will be talking a little about some of the charities that were created right around nine eleven and how few of those have actually exactly of those have actually survived? So let’s let’s move a little to the future of of online giving. What? What do you see as important? Or maybe some things that charities generally are not doing online, that they should or trends? Well, everybody pretty much knows they’ve gotta have a vibrant website, and they’ve got tio got to make sure the meditate eggs air, working with the search engine, but the problem really is is that often the staff at small non-profits aren’t trained in these areas and as you know, like ninety percent of the non-profits air subsisting on five hundred thousand dollars or less that’s why we’re big non-profit just for the other ninety five percent exactly, and so, but but the internet really has made many, many things easier, and i intentionally hyre young people because they know so much more about technology. Well, and even that idea on september eleventh, you said, came from a young staff person person absolutely so hyre the young certainly we’ve had lots of shows devoted to social media presence for non-profits how important that is and how even just get started. So listeners, you can look back to the archive for how to get started in social media, even if you’re a small shop and why charities dot org’s, there are facebook presence. Oh, yes, but that is his vibrant as it should be. So we we do run unlimited resource is and and we’ve had over fifty million dollars go through when, you know, we started on a shoestring in late two thousand four and so that’s a lot of work it so it’s a lot of effort on the part of staff to make sure everything goes well. Yes, and every charity, nearly every charity starts on a shoestring. There may be the the well endowed family that supports a charity in the outset because a family member because of a family member’s passion but that’s the unusual case nearly everybody starts out with a very small budget, very small board and a lot of passion. And how do you turn that into move that toward, you know, more of a business model, and there are ways for small non-profits do that as you’re you’re describing, but it also, you know, sort of explains, as you said, so many of them then go out of business because they are all start with passion, and if they’re lucky, they start with money. But, you know, you can’t it’s this it’s a heavily regulated area, and so there is a lot to do to keep a non-profit going and there’s a lot of paperwork that needs to be filled out by people who didn’t realize that that’s what they were getting into that’s, right? We had a show, just a couple. Weeks ago with jean takagi and emily chan are regular legal legal contributors talking about alternatives to starting a non-profit and some of them one of the ones that they like to quote the first when they’re talking to someone who wants to start non-profit is collaborating with an existing organisation, and we’re gonna talk about that with professor campbell when he joins us, we have just about a minute before the break, what do you see is the future in online giving? Well, it’s very exciting because i mean, the young people coming up, i feel like they almost have ah, charitable jean, you know, that we didn’t necessarily have, you know, and they i really can’t even envision a life without charity being a portion of it. Plus they been handling and dealing with technology since they were, you know, two and three and four, and so they have a level of comfort with technology that many of us never had. And so i think we’re going to be seen so many exciting effort’s online and on the internet as a result of this generation coming and rushed on dh younger than generation y with christine cronin she’s the president of n y charities dot or ge? She has first hand experience from september eleventh in online giving. We’re going to take a break right now after the break, we’ll be tony’s take two and then i’ll be joined by professor david campbell. We’ll be talking about his op ed piece in this week’s chronicle of philanthropy, which is based on lessons learned from his firsthand experience in september eleventh giving so i hope you’ll stay with us all that coming up first, pursuing you need more money pursuant helps you raise more money. They’re perfect for small and midsize shops because they have online tools and that means you pick what you need. You don’t have to be all in for some big program package that’s more than what your organization really requires prospector platform. I’ve talked about this before finds your upgrade ready donors who are lurking in your database, you know they’re in there, but which ones are they find them and engage with them through prospector platform. Pursuant dot com, you’ll raise more money. Where were you on september eleventh? I was on the campus of st john’s university in queens, new york, that school is up on a hill, and i was able to see the world trade center in lower manhattan, and i remember switching between watching close ups on tv and looking out my own view out my window at my office window, the office next to me had a tv in it, and i remember going back and forth between the tv and the window like the tv didn’t seem riel because it was removing me from something so close just a few miles away, but obviously looking out the window made it ah made it quite riel and there’s, no mistaking or forgetting about what you see with your own two eyes and asked on facebook and twitter where people were patrice morgan, she was home in greenwich, connecticut, watching on tv and knowing that her husband, rick, was on a train to grand central terminal in new york city no smartphones than two thousand won, so she knew that he didn’t know what was going on our own. Claire meyerhoff was in her radio days. She was anchoring the news for yusa today channel on x m radio and from their washington dc from their washington, d c studio teo, she was doing breaking news for them on on that day, michael graciano he was walking into seven world trade center and remembers seeing the first crash and debris falling around like rain. He says september eleventh. Like i said, always a little touchy for may. Still, fourteen years later, that’s tony’s take two for friday, eleventh of september thirty sixth show of the year, affiliate affections affections out to all the listeners and our many affiliate stations throughout the country. Affections? I mean, i’d love to say affiliate love, but i don’t get the liberation there, so you know it’s love, but we call it affiliate affections. Likewise, i’d like to say podcast love to all the podcast listeners, but, uh, it’s, this doesn’t work for me, so sending pleasantries toe all our podcast listeners over ten thousand of you, you know, it’s really love but podcast pleasantries and live listener love where’s that going let’s, start let’s start here in the u, s st louis, missouri, new bern, north carolina and do cane, pennsylvania live listener love to those listeners in those cities and going abroad. Xiao yang, china, ni hao seoul, south korea always checking in seoul. So grateful to you, i know i saved all time, but that’s, because because i am so grateful. Anya haserot and tokyo, japan konnichiwa also joining us tashkent, uzbekistan welcome, uzbekistan, lovett live with their love to you let’s continue with the nine eleven e-giving effect. David campbell joins the conversation i’m joined. Now i’m going to bring in professor david campbell. He is a professor at binghamton university and chair of the public administration department there. On september eleventh, two thousand one, he was vice president for programs at the community service society in new york city, and they were affiliated with the new york times need his cases, which christine cronin was just talking about will bring all that together. We’re talking about david campbell’s op ed piece in the chronicle of philanthropy this week titled the lessons of nine eleven philanthropy a decade later, i’m very pleased to welcome to the show from binghamton, new york. David campbell. Thank you, tony david, i well, i know you’re actually not in becomes and right now you’re unethical, but has binghamton doing there’s? A lot of flooding there and evacuations. Twenty thousand people have been evacuated in in binghamton, still a state of emergency, the building where i work has been flooded, at least the basement and and the first floor things are pretty grim, so i guess i would ask your listeners, too. Check out the local charities in broome county, united way of broome county and others that are looking at ways to provide assistance to the many people in the southern tier who’ve been affected by the flood. David on september eleventh you were vice president at community service society. Why don’t you explain what that organization did? Community service society is on old line social welfare organization that has always focused on the needs of low income new yorkers, and after nine eleven, we were sort of faced with the challenge. How does the organization adapt to this very riel and new set of circumstances facing new yorkers? And and a lot of my offense piece dealt with how we responded and how other established organizations responded to nine eleven as well. If you wanna link teo david campbell’s op ed piece, go to my blog’s m p g a d v dot com and in the post for today’s show there’s a link teo read david’s op ed piece we’re live tweeting the hashtag is non-profit radio were also on the phone, so if you want to call eight, seven, seven four aito for one two oh, for those who may still use the phone and maybe you’re not on twitter, david, you point out. Well, actually, before we go there, community service society was related to the neediest cases in new york, the new york times charity, right? Yes, for the new york times neediest fund, a seven or eight established non-profit organizations, the community service society is one. And after nine eleven, the new york times created a special new york times nine eleven media’s fund and, uh, supported those same seven or eight organisations and one or two more that were so specifically focused on disaster relief. So christine cronin, were you aware of community service society? Very much so we had a we had a donation screen and dropped down with every one of the seven agencies listed. So we were very involved. And david. Then on september eleventh, you well, from september eleventh, you’ve just to point out some some lessons for existing charities. And one of them is that that they’d be willing to step outside their traditional role. Can you can you say a little about that? Yes, i mean, this was the thing that troubled me the most. The story i tell in the op ed is having come back to new york on september thirteenth and talking to david jones, the ceo at community service, a sizing. Well, what should we do? And i thought disaster relief that’s not what community service society does and david’s comment to me was any organization to be relevant has to be responsive to this new big need facing new york city, and we had to figure out and he was right. We really had to figure out how do we adapt the capacities and skills we have as an organization to be responsive to these new needs? Faith thing, new york city residents, and we did it. It wasn’t as big a stretches, i thought, and i think one of the lessons is that organizations can adapt to new circumstances and make a big difference that way. And how quickly would you say you? You adapted and we’re ready to go? Well, we had always provided emergency assistance to families facing housing challenges so we were able almost immediately, to say we’re going to move away from finding providing exclusively eviction assistance to providing emergency financial assistance. We could do that within days, subsequent to that, we had to really learn what is this? What are the new needs that other new yorkers air facing? And how can we change our services, for example, providing information toe local non-profits about new disaster relief benefit? We did that kind of education that took us two, two, three, four weeks, but it was really sort of based on how the, how the system of disaster relief was evolving. So we had to evolve with other new york city charities who were trying to figure out what to do at the same time. The learning and adapting and christine, that was your lesson you you learned and adapted immediately when you’re young staffers suggested that you need to do something that right. Assume it’s a disaster happens it’s no longer business as usual, and you’re sort of like playing it day by day, hour by hour, and suddenly you may be in a room with twelve other charities who you sort of have friendly rivalries with because you’re all pursuing the same pots of gold at various foundations. But all of those rivalries have to end during a disaster, and it becomes simply what can we do? What we do is a group. How can we work together? How can we supplement each other’s efforts? And, you know, it’s not always the easiest thing to do, but you have no choice during a disaster. And david campbell, your your op ed points out in a quote, i think from the your ceo that ah, charity risks irrelevance if it doesn’t react too two to the disaster, in fact, that’s what that was the reality for new yorkers on september twelfth was that we had been attacked and three thousand new yorkers had been killed and many were displaced and struggling. And it was the only way to be relevant was to be responsive. In some ways, that was sort of what the community needed. And and that lesson took me a couple of days to figure out. But as christine point that we had to adapt because that’s what new york needed at that point and i want to bring in something that comes from the small non-profit chat that i was privileged to be with this morning before the show quote is from from shannon do little her her, she said that you must connect services to the tragedy in the aftermath of fund-raising and i think that’s pointing out sort of the same thing. You otherwise you risk irrelevance not only that you have to act, but that your services have to be related to the tragedy at hand. That’s chan and do a little and her twitter ideas at sl do little so christine, you just we’re talking about collaboration and david, you have a terrific story about collaboration around the windows of hope organization in september eleventh. Can you can you tell that story? Yes. So the windows of hope family relief fund is a a new organization that was created by a chef who who wanted to provide some assistance to the families of hospitality industry workers who died on nine eleven. And in that case, it was the families of workers that windows on the world than anyone else who worked in the hospitality industry who was killed, and this group of chefs and other hospitality industry professionals got together. And the month after nine eleven, some of you may remember a special event called dine out on october eleventh, two thousand one, and from that event and others raised six million dollars and subsequent another eleven million dollars within the year. And in october two thousand won the leaders of windows of hope came to community service society and said, we’ve raised this money. We want to help out this group of of the families of hospitality industry professionals who were killed. But where, chef, not social workers, we really need to figure out how to get the expertise to provide assistance quickly and effectively to the families who are affected. Can you help us? And so we, uh we agreed to collaborate with them because we had the expertise and how to how to provide this assistant. And we had knowledge as a social service organisation about how to distribute it effectively. So we leverage they leverage their expertise and their connections with people in the hospitality industry to raise money and focus on the concerns of the specific population, and we were able to provide the technical expertise to distribute. That money, so it was possible to help those families of hospitality industry workers who were killed. I just think that’s a great story about collaboration we have just about a minute before break. Christine, you have a comment on the story? Yes, i saw very much through jack rosenthal’s work, who is president of the new york times company foundation. He really focused in on the immigrant populations and and the people who are really out of the loop of social services, and he gave a lot of thought and and brought his resource is together to get to the people who would never be part of the normal social service structure and that’s that’s difficult to do because they often these people don’t want to be found, but they were desperately in need, you know, they’ve lost their their breadwinner. We’re talking about the nine eleven effect on tony martignetti non-profit radio we’re going to take a break and when we return, of course, so staying with me will be christine cronin, president of charities dot or ge, and david campbell who’s op ed pieces in this week’s chronicle of philanthropy about lessons from nine eleven stay with us like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back. We’re talking about the nine eleven effect with christine cronin and professor david campbell. There are some lessons, david in your piece about small non-profits and how nimble they could be, and i think that windows of hope story is an outstanding one. That was it was a startup organization before we go a little further with that, christine cronin has some ideas about how big existing non-profits khun struggle in the midst of a disaster. Yes, often you find yourself in a pr disaster, even though it was so unintentional and you were really trying to do the right thing. And, for example, one of the major charities of the red cross explained that they often kept part of the money for future disasters, and they always had but that became a point of severe contention and ah, lot of bad press, and it haunted them for quite a while and then the including in congress? Yes, because red crosses congressional charter very, but as well as outside congress and then the salvation army, because so much money was coming in offered to pay basic expenses of people across the country, i mean across the state and city, they were flooded with people sending their bills in, and they couldn’t handle it. And then they found they had a pr disaster on their hands. And so, you know, you try to do the right thing, but often you find yourself in trouble later and david, the lesson you point out eyes that those big existing charities shouldn’t fear the small startups that emerge for disaster relief. Well, there’s always the fear, and you hear so much talk these days about we have too many non-profit organizations in a time of recession, we need to merge. And the takeaway i i took from nine eleven is that the windows of hope family relief fund, as christine was describing earlier, was able to meet the needs of a population that would otherwise be ignored, that those small organizations, really or the startup organizations can can fill a niche or metoo need that others are not meeting. And those immigrant workers those huh? Those families of hospitality industry people who were killed on nine eleven may not have been able to or willing to go to salvation army. They may not have been been nervous because of their, uh, their immigration status or or lack of familiarity with those traditional organizations, they go to a place they trusted, and that in that situation they went to the windows of hope family relief fund because they knew the chefs they knew the restaurant owners who started the fund and they trusted and felt confident with them. Community service society, founded in eighteen forty three, couldn’t offer that same assurance hard lesson for me to learn, but a really important one for leaders and nonprofit organizations to take away. You did some research on the two hundred fifty eight charities that sprung up as a result of september eleventh, and and they were able to spring up because the irs offered on expedited tax exemption approval, but very few of them exist now want to share your research, please? So i i found that there were two hundred fifty eight organizations, as you mentioned, that received expedited tax exempt status from the irs, and of those organizations on lee, thirty eight of them have have filed irs nine, ninety information returns in the past two years, which means more than likely that only those thirty eight continue to exist. I don’t necessarily. Think that that’s a bad thing. What it tells me is that many of those organizations may that have not filed nine nineties have gone out of business may have actually accomplished the goals they would have to accomplish, which was to provide immediate disaster assistance, most of the organization that continue to exist or those that have the strongest connection to nine eleven organisations of victims, families, organizations like windows of hope that our most connected and having most connected to nine eleven and haven’t enduring nine eleven related mission, too, to accomplish her to provide and so a lot of of new organizations with a short term mission but went out of business as soon as that mission was accomplished. I learned from the small non-profit chat earlier today that vermont public radio has created an audio memory quilt, and i thought that was by posted by at brendan kinney, and i just thought that that was an excellent example of tying e-giving today to the disaster and so not not wanted by certainly not trivializing but wanting to remember and tying the today’s giving to disaster ten years ago. And so there’s an example of organization that’s still around and doing that important nine eleven remembrance work. So david two hundred fifty eight seem like a small number two you that arose in direct response to september eleventh. I actually seemed like a relatively large number to me, but because and they raid six hundred seventy nine million dollars, perhaps the number of organizations is less important than the amount of money that they raised those two hundred fifty eight organization through six hundred seventy nine million dollars by the end of two thousand two. Although it was really dominated by a particular types of organizations. People who had really the closest relationship. Two, nine, eleven people from local communities affected by nine eleven people affiliate with firehouses, people in in a trade associations and other organizations of workers that i could identify with people who were affected. I guess my quick take away is that what i saw in these organizations as people who had son? Something about nine eleven resonated with them, and they felt the need to respond. And you see, in those two hundred fifty eight, that sort of connection and identity. Christine, what do you think? Two hundred fifty eight it makes sense to me because americans are just so charitably oriented. And if they are great, if their if they feel emotionally connected to something, it makes sense to them to start a charity. They often get into it, not realizing how much is involved. But it’s not surprising to me at all, because i just see this every day. Yeah, david going, i would have one other thing about this. Remember that starting a new organization is in contrast to giving to an existing one. And so i suppose you can evaluate that two hundred fifty eight as a number on ly, in contrast to all the other existing organizations that people gave teo. And if you think of it in those terms, perhaps the two hundred and and all the opportunities people had to give to existing organizations, the two fifty eight probably looked pretty big. Okay, fair enough. And certainly that staggering number six hundred seventy nine million by the end of two thousand two is quite large. Yeah, so? So, david there’s. Some terrific lessons. I think in your in your piece on again. There’s a link to david’s op ed piece in the chronicle of philanthropy. On my blogged mpg devi dot com about existing non-profits not fearing and, in fact needing to collaborate with new non-profits and and us not discouraging new non-profits anything more you want to say about the lessons learnt because that’s, the that’s, the crux of your piece what i took away from the folks at windows of hope was i told you that they were committed to helping this population that they felt with otherwise be ignored, largely immigrant families, hospitality industry workers they raised this remarkable amount of money six million in a month, seventeen million by the end of two thousand two. What really impressed me, however, today and they felt riel responsibility for that population. What really impressed me was that they were willing to let go of some troll and collaborate with an organ unorganised ation they didn’t know i met the leaders of windows of hope for the first time in a few weeks after they had raised their money, but they were willing to sort of let go and collaborate with us because they saw that is the best way to accomplish their mission. I think that sort of willingness to try something new. And to to open themselves up to another organization is really resonates with me as professor david campbell he’s, a professor at binghamton university, and his op ed pieces in this week’s chronicle of philanthropy titled the lessons of nine eleven philanthropy a decade later. David, thank you so much for being on the show. It’s been a pleasure having you and christine cronin, thank you very much. Christine is president of charities dot organ. We talked about her firsthand experience from september eleventh wave charities. Christine, thank you so much. Thank you, toni also want to thank everybody who’s in small non-profit chat on twitter we today was our first collaboration. They have the the chat every other friday from noon to one so right before this show and i hope to collaborate with them again. The hashtag there is sm np chat and you get more information from at pamela grow because she’s, the moderator of small non-profit chat. So thanks to the folks who are participating in that jet, i also want you to know that david campbell’s op ed piece from two thousand eleven is still up again. Titled the lessons of nine eleven philanthropy, christine kronen is with me, and she is still the president of n y charities. Dot org’s. Hello, christine. Hi, tony. How are you? Well, thanks. Thank you. Thank you very much for being with me on the september eleventh show. I i really appreciate that. Thank you. Well, i appreciate having this conversation again. Any reaction to what? You just heard the conversation the three of us were having? Well, it brings back such sad memories and as i think it does for all new yorkers. But it’s it’s, what i learned during that time period was how difficult it is to function during a disaster which affect people, you know, and friends and and then people down the street who you didn’t know. And i now have so much admiration for people who respond to disasters as the profession and, you know, and who go in volunteer when a disaster happens because you’re facing the consequences every single moment, and you just have to keep pushing yourself. I have a much more appreciation which which you and david did mean in your own ways. You each did respond. You know, you were in question. You were first responders, and on dh, staggering amounts of money raised and in just a short amount of time, i’ll never forget that afternoon. You know, when we were all sitting in shock around a conference table, it was the youngest person on the staff who turned to me and said, we need to set up with this after release site, and i just stared at him for several minutes because even though we were already doing disasters with united way international and we were doing them for disasters all over the world, it never, ever, ever occurred to me that we would do one for new york, and i just it was incomprehensible, and i finally realized he was right. Yeah, do you think september eleven still has a nim packed on e-giving i think that most of us can’t wipe it out of hyre memory bank, it was such a stunning, you know, event and the emotions around it were so overwhelming that yes, i do believe it definitely has an impact. Yeah, i find it hard to imagine that that would go away. I mean, i guess it’s it’s natural that that it will now we’re fourteen years out and you know, i i i always maybe it’s just, you know, i’m imposing my thoughts on everyone else, but i i just i think about it, you know, pretty may be intensely each year, even though, you know, this is like, you know, it’s fourteen it’s fourteen years later, not a not a five year anniversary sort of milestone, i imagine maybe fifteen years will be a bigger a bigger deal, but i don’t know, it’s, just i agree with you, it’s still it’s still impacts me, you know, around the day and, like, you know, certainly the day and maybe the day after two it’s ah, and then also in another disaster comes up like hurricane katrina, for example, and you immediately, or at least we immediately, you know, try to decide what can we do? What charities will we feature? You know, it all just starts coming back and the emotions around the disasters that you’ve experienced, and i don’t think i mean, i certainly hope that there will never be one as bad as nine eleven, but you just never wipe it out of your memory bank something that came from the discussion we had four years ago. That is sort of uplifting, i think. Is that that that small organizations have that nimbleness advantage, that they can quickly adapt and learn? As you and david and i were talking about and respond there’s, no question about that. And, you know, we still see it all the time. I mean, a lot of ideas emerged from neighborhood groups and from parent teacher association. And those were the ones who know each other well and they quickly get together and they, you know, develop. Ah, plan to react to the latest emergency at n y charities dot organ. You work a lot with small, small and mid sized shops, right? Definitely it’s. Interesting. How evil answer she has changed in the left. You know, ten years i started in it in nineteen ninety nine, but it’s like a moving target. Tony, you know it’s like one day a charity’s working with you the next day, they’re trying to do their own merchant account. The next day they come back because having a merchant account is very difficult. So it’s it’s really just keeps changing all the time and you just have to be prepared to say okay, today this is what we’re dealing with and let’s go with it. Yeah, those air, you know, that’s a lesson that i hear from a lot of guests and there’s that small and even midsize shop advantage, but this smaller size, you know, when i was just a few people deep, you can you can be quick and and a lot of, you know, certainly in terms of a disaster, you’re reacting not a hundred percent rationally, but you’re doing the best that you can and that’s all that’s all we really can expect and then the passion that goes with disaster, you know, or the personal connection, i mean, so many people knew someone in the towers, and many of us didn’t know for a series of days, you know, who was alive and who wasn’t and, you know, you just you just keep moving. I mean, i stayed in the office probably for two months till about eleven o’clock at night, answering emails from people all over the world. Yeah, those were the emails that asked, how does that sound, right, exactly, exactly or what do you think of this idea? I’m going to try to you go to my school today and, you know, sell cookies, you know, and send it. Where should i send it? And what do you think? Everything ended with what do you think? You know, i would spend hours and hours just trying to respond because i felt so strongly that people needed to know someone was listening. We need to leave it there. Thank you again for joining me today. My pleasure. Thanks. Cracking. Thanks, christine. Next week run like a biz. Hillary schaefer has a wall street background. Now she runs a non profit and shares her advice on applying wall street to the jefferson awards foundation and program your board, your boards responsibilities for your program side with jean takagi are regular monthly legal contributor. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks for being with me. The singing will return pursuant. Full service fund-raising you’ll raise car loads of money. I’m not talking about mini coopers or smart cars. I’m talking humvee fourteen passenger stretch limousines and don’t those things are ridiculous, but not when they’re filled with money. Pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer show social media’s, by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you for that information. Scotty. You’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great.

Nonprofit Radio for September 4, 2015: Video Storytelling & Don’t Tell MY Story

Big Nonprofit Ideas for the Other 95%

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Yasmin Nguyen & Sheri Chaney Jones: Video Storytelling

In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen, CEO of VibranceGlobal, and Sheri Chaney Jones, president of Measurement Resources. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

 

Maria Semple: Don’t Tell MY Story

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The right to be forgotten. Maria Semple explains last year’s EU opinion that Google must remove outdated links from search results. What’s the impact on your prospect research? Also, your donors’ right to privacy. Maria is our prospect research contributor and The Prospect Finder. (Originally aired 6/13/14)

 

 


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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 come down with a case of her panji nna if my mouth had to say the words you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win, ceo of vibranceglobal and sherry cheney jones, president of measurement resource is we talked at ntcdinosaur non-profit technology conference hosted by non-profit technology network and then and don’t tell my story the right to be forgotten, maria simple explains last year’s you opinion that google must remove outdated links from search results what’s the impact on your prospect research also your donors right to privacy? Maria is our prospect research contributor and the prospect finder that originally aired june thirteenth of last year on tony’s take to the ntc videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there, and you’re trying to elicit really heartfelt story telling stories. You know, emotional, we want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions that we ask people, and so we don’t focus enough on the connection, and really, when you are able to provide a space for someone to open up, to feel that they can speak about their passion, be grateful, they then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s on dh and open up yes, men. How are we going toe start this process first, let’s start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute tony that the key thing is selecting the right people, and that starts with being mindful of who your audience is. You know, we found that the most impactful, relevant, ah person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey here? Participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise yet three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing out of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel like you have to know, not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most authentic, you just you write which is hard to get and even on steven instill videos, pictures it really is okay? Yeah. How are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience and there’s no. Right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way. Put a label on right or even an interview? It should be more of a conversation. And i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have securities right already. Absolutely cool. Yeah. All right, s so tell me more. Yeah, so? So. So that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions. Not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space. I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong slap, and what that is is where you basically take your hand and one hand and you slap the part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and that and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parts and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself. And so that’s physically gets you ready. Another gong xi gong slap. Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance, what’s your kind of music or bring bring some of your favorite music, you’re going bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow, learn about that, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up yeah, that’s when the magic happens, outstanding. All right, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s m a r t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Surely now let’s, come to you with questions. Durney um, we really jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. Sure in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine. Jasmine? Pardon me. Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions are addressing those? So people are telling their stories around how they experience the outcomes that you are saying that you’re achieving, how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, you know, etcetera, yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving, like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead descriptive answers, and and that’s not from the heart, that’s from appearing like memorized so so sherry but we want to give them topics, right, but not exact questions is that is that the best practice or what? Either either. Yeah, i found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant, but not necessarily prepare a script per se as well to so that that, uh it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent. Yeah, yeah. Like i said, then that’s not that’s, not the impact you’re gonna want. Um, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now. We’re going to go and dive a little bit deeper into ours session then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session. You you won’t say here is that well? Actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay? I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate, impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our sessions is the ah frame. Where for an appeals type of video you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors and so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be ah piece of data, something that’s compelling or a story that just gets people that initially engaged. So they want to continue to watch the next step then is gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to ah is to paint a picture of what the future khun b so this is where we are. But this is how much we can. This is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional close wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. We sure this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bands. It’s doable? Yeah, of course. Yeah. Okay. Yeah. And i mean, in the session we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and and talk about in your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for on these children over the course of, you know, their lifetime that’s, very powerful, and, you know, checkbooks are flying nah bins. What if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense. You’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not, they’re they’re more at ease because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework, that yasmin laid out and, you know, that’s what you’re going for your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point, sherry, is that, you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, on editor or your your brother in law, who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process. S so that’s, really, the key part here and then the other part is, is to understand, to have someone who really understands the dynamics of human conversation, per se you know, there is certain ways in which people speak that are ah, more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start to assemble them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well, too. It sounds like you’re strongly suggesting that this be done by a professional, yes, absolutely on baby involved from the beginning, not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great, yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people tio to donate to your cause, but i think for and you can correct me if you disagree, but for your maybe website. Testimonials or other things, you know, in our session, yasmin’s going to actually do one on his iphone. So just depends on what the purpose again understanding what is the purpose of the video, your beauty that’s an excellent point, you know, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever. But on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone, and it can still be very, very moving. Yeah, absolutely. Doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action and then finding the right medium for that. Go ahead. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful? For and then let’s just capture that moment, especially with technology these days with, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as like professional editing, you know, quite honestly, people can edit themselves, but really, i find that like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone. Yeah, you has been picked up his phone as he was talking for those who are not watching the video. A zoo visual. So i mean it’s just it could be just that simple. Sure, you look like you want to add something? No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? Uh, what have we not talked about? It doesn’t matter what stage of it is, what more would you like to say on it? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interviewer, the video really, as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s a conversation and it’s an opportunity to give. And i think that really when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Okay, yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording, do we do we need tohave an interviewer? Or should we just let the person kind of go free form and on dh hit on the topic questions hoping that they’ll do that, or we need to have an interviewer? I i think yes, i think so. And unless the person is experiencing very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, directly to account. And so to answer your question, yes, it’s important to have at least someone there to connect with? Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And ah, there is one story i’d like to share and it’s about giving as well too, and sherry’s heard this. Story a number of times because we actually start third time speaking together here. But last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picking up last year, we missed each other in d c yeah, so ah, sure. And i were both staying with our good friends, neil and heather. Now kneel on heather have this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell part of theirs just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sold girl scout cookies today i said, well, what’s wrong with that people love cookies, she said, yeah, but every time i get out there, i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, kendall, how much of your cookies? She said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has, like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before officer and her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away, then i said, now here, kendall here’s, the reason why i want you to give those cookies away because i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about because i’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift, that dynamic latto outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference thanks so much for being with us. It’s. Time for live listener love you know how grateful i am, in fact, not just gratitude love going out to all our live listeners wherever you might be. Podcast pleasantries always those listening in the time shift over ten thousand of you pleasantries to you, wherever you are, whatever you’re doing as you listen and are all important affiliate affections to our stations throughout the country. So glad you are with us. The thousands of you as well must. Be maybe another ten thousand who knows affiliate affections to all those affiliate listeners. Tony, take two and mohr coming up. Don’t tell my story, but first, pursuant you need more money pursuing helps you it’s just that simple. They have online tools made for small and midsize non-profits that help your fund-raising prospect of platform finds your upgrade ready donors there in your database, they’re buried. Who are they? Find them with prospector platform and you’ll raise more money pursuant. Dot com from the desk of world news tonight, i’m featuring non-profit technology conference video interviews at tony martignetti dot com check it out! I’m sitting at the desk at the anchor desk world news tonight, therefore, video interviews from auntie si, including today’s with jasmine win and sherry cheney jones. Also, any sample ward on what non-profit technology network does and how they can help you to use tech smarter, plus keeping your website current after launch and a panel of four on what to do when technology is being blamed. But it’s really not your problem? My video and the links to those four conference video interviews are at tony martignetti dot com and that’s tony’s take two for friday, fourth of september thirty fifth show of the year here’s maria semple don’t tell my story you know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi n of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria, good to talk to you. Good to talk to you. Thank you very much. You’re going to say glad to be here or anything. Well, i am glad to be here, actually and it’s a nice summer months and i’m always happy in the summer. So this is a good thing, excellent and even happier on non-profit radio day, right? Absolutely. Now that i ve pimped you twice and you have no choice but to say yes and i’m happy about everything we’re talking about the right to be forgotten. This came from a spaniard who brought a case in the european court of justice. Yes. So, you know, i thought it was very interesting and i was wondering, you know there might not be immediate applications for prospect researchers in the united states, but you know it. It got me to thinking what implications this might have five or ten years down the line in terms of information that might end up getting a raise from google searches. Um, and it just got me to wondering, you know how how we have to maybe cross check data in other places, especially going forward? If if we’re going to start seeing data, you know, becoming race, could it could even be more imminent than five or ten years? I think very well could be, you know, right now, one of the one of the stats that i had seen was that over forty one thousand europeans, i have actually asked through this online form that google has created to be for gotten so they want mention of themselves erased off of google search results and that huge let’s set the scene in case everyone hasn’t heard of this. This was ah man in spain who brought a case to the european court of justice because there were links in searches of his name is just searching his name. There were links. To old events that he thought were no longer relevant, right? It had to do with a realist state auction that was held, teo, settle some of what they call social security death, whatever that meant. But he was, you know, not happy that that was still out there because he felt that the debts have been settled and so forth. And so he petitioned through this, uh, europe europe’s top court, which is the court of justice of the european union, i guess it’s somewhat similar to our supreme court and petitioned, and it was ruled in his favor that, yes, google is going to have to comply. So of course, if google’s going to have to comply, you have to think that the other major search engines like yahoo and microsoft being will also have to do the same. And to comply. Google came up with this online form. I don’t know if you can. I don’t know how you go directly to the form. I guess you can just search it. I was i i ended up finding a link in one of the articles led me directly to the form and it’s. Pretty interesting, because you actually have to select from a drop down menu one of the thirty two countries that are listed that you would reside in. You do need to provide some sort of a photo id. Ah, so that i guess, you know, if you’re trying to get maybe say, a competitors, you know, information swipes or something like that, they want to make sure that yes, you are you’re the person and it’s information about you, etcetera, and so there are, you know, there’s certain things that you do need to do in order to comply, to get it, to get the data removed, but they really think it’s going to be a very long time before google can’t even get through all of these request and right now it on ly pertains to the european union, as you said, the thirty two countries so this does not apply teo u s residents, but it could there’s potential that someone could bring a similar action on dh similarly succeed in the us i’m not i would not put it past somebody to come up with that idea. Having read, you know, all the press that there is available out there about this particular ruling in europe, one thing that i didn’t realize i mean, i just thought that you go to google dot com and that’s just the one place to do research bedevil evidently there’s, a google dot ceo dot uk, which is, i guess, the european equivalent of google’s search engine, so i think what they’re from my understanding of what i’ve read is that it’s going toe wife clean the search results that you would find on the european search engine and maybe not necessarily google dot com again, it’s also new and all such a grey area and google themselves trying to figure out how they’re going to end up complying with this whole thing. The implications than for prospect research are becoming apparent as we’re talking. You might not find everything that you’d like to find on someone, right? Right? And, you know, i can give you an example. Tony, of a search i was doing a number of years back, i was probably about ten years ago, i was doing some donors threespot church. Actually, i was just doing research. I wasn’t sure that this person was actually considered a donor prospect or not, because sometimes i’m doing the research because they’re considering having this a person as a high profile boardmember and so i’m doing the research, and i kept coming up with this person’s name connected to corporate insider trading, so the bad kind of insider trading and at first i dismissed it because i thought, well, maybe it’s just the same name, but then i came across one article that actually did link the person to the insider trading and linked the person to current employment situation. So then i knew this was indeed the prospect, so i came i had a dilemma because, right, if i put this information into a written profile, then, uh, any donor and he don’t prospect really has the right to walk into your organization and say, show me what information you’ve compiled on may i want to see my donor record on? And so i really had this dilemma, and i thought, well, what do i do with this information? So i decided to call the person who had hired me to do the research, and i asked, why are you having me do this research on this individual? Is it for a simple donation? Or is there something more to this? And she said, oh, there’s a lot more to it. We are considering bringing him on the board, and our board chair thinks he would make a great treasurer for organization. Oh, my so that was, you know, i thought, okay, well, red flag. So i decided to verbally give the information that i had found. I mentioned that the person had paid their fine had done their time. It was well in their past, but i did feel that the executive director didn’t need to know that this existed. Now why this is really interesting dilemma, but why? Just verbally? Why? I mean, if if it’s bonified and you had confirmed it, why not put it in the written prospekt reports? Well, we discussed that. I told her that i would i don’t like to put information into a written profile that would potentially sever our relationship with somebody, and it could, you know, it was a potentially great relationship that could that could have existed. Um, so i did not want to eliminate that possibility for her if if he’d read this and said, well, you know, this was dug up. On me and, you know, i’m uncomfortable with this, and i’m walking away from this organization, you know, clearly it was in his past, everything had, you know, all fine has been paid, and as i said on time, his concert, i just felt that it could end up, um, severing the relationship ultimately, and i didn’t want to several relationship before it even began, since they’re you know they’re may not have been any issues in the future. I just told you to tread carefully. You always have in the back of your mind what the donor or dahna prospect might think if they were to read this in the organizations report that you had written, yeah, itwas absolutely there is always the same reason. I don’t like to delve into divorce records. Yeah, well, now i can see how that wouldn’t belong but alright, it’s, just interesting. You always have this in mind that what would happen if the person were to read this about themselves in the organ in the organization’s files are always thinking away. Okay, interesting. And what what happened in that case? Did they end up inviting the person to be on the board? Do you know, or did they not? They did. They ultimately did. But i don’t think they put him in a treasurer position immediately. You know, i’m not sure down the line if that ended up coming to fruition, but it was certainly at least something that the executive director needed to be aware of. Excellent. Okay, excellent story. Thank you. Um, this all, you know sort of brings up also the the potential, the discretion, really, that google is goingto have and other search engines as they have to comply with this. The way i read the the description i read, i didn’t read the court’s decision itself, but the description i read was that, you know, there’s some vague description or vague direction about, um, what google should consider inappropriate and what not, but but but nothing’s very, very specific. And so that leaves a lot of discretion for google as to whether something like what you described still belongs. I mean, it still could be very relevant, even though it’s in the past, you know, i mean, history is all in the past, we we were studying history all the time. So just because something is in the past google and detrimental to the person google could still very well determine that that belongs under that person’s search results. Right? So now people are wondering, you know, it’s a matter of fact, i read an article that was in a may fifteenth edition of usa today where, you know, they talked about, you know, that the court basically is here is blaming the messenger and, you know, this person had this, you know, situations in their past, google is simply me giving you access to the information, and you know, it e if if reputations can now be somehow, you know, as they’re calling it in this article, airbrushed on demand, right, you know you’re going to have to think about, you know, well, it’s people who have done things, you know, maybe doctors who have botched surgeries and you just think about the implications of all the types of people that would be thinking about having this this shady past erased there’s just a scary amount of discretion that google has because the past is still relevant, but maybe some things are irrelevant. Howto how do you decide what’s relevant to other people and what’s not the other, the other very interesting thing about this is the information isn’t going away it’s not going to be removed from the internet if that’s even possible it’s just going to be removed from a search result with that from of that person’s name. So the personally is a matter of fact, the very newspaper articles that this spaniard, you know, was sad about it on the internet. More people have probably read the articles now that otherwise would have ever read them if he hadn’t brought this to court. And so the articles still exists. It’s just getting to the articles by searching on this individual’s name is something that has been or will be very soon. I’m not sure if it was removed or not, but i think it may be it wass at this point, um, but, you know, is see data is probably still going to exist, but as a prospect researcher, your main starting point is always with a person’s name. Yes, that’s why? I was wondering how this was really going to affect donorsearch research. I mean, we have a lot of info metoo shins buy-in particularly hyre ed that do their research. Donors who reside in europe, right. So you’ve got people who come to this country for their education on they go back or people who started, you know, as a u s citizen and are now living is expats in another country, so you know the borders being as fluid as they are. You can imagine, i know, maybe a very small social service organisation non-profit might not be in that situation is there researching their donors because for the most part, they’re serving a geographic region and their donors come from that very small, smaller pool’s people. But larger organizations that serve that our international and it doesn’t even have to be hyre ed, imagine the wise of the world or united ways we have to go out for a break. When we come back, marie and i are going to keep talking about this, and we’re gonna move teo, subject of the donors right to privacy and the code of ethics around around prospect research. So stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. And i’m tony martignetti and with me is maria simple, the prospect finder, maria appa ra, the association of prospect researchers for advancement, they have something to say about donors they dio there, they actually on their web site, a statement of ethics, and i’d be glad to provide that link to your tear listeners. Tony on your facebook page, we’ll put that after the takeaways. Yes, yeah, sure. And so the main pages apra home dot org’s a pr, a home dot org’s and so there you know that that is the association that most professional prospect researchers would align with and rely on for their professional development. So there is a statement of ethics that the opera has and, you know, accountability and practice as well. I mean, i’m looking at one specific line that they have in their code of ethics around practice. It says that, you know, they shall on ly record data that is appropriate to the fund-raising process and protect the confidentiality of all personal information at all times. Um, so, you know, they take donor-centric mation is safeguarded at their organizations password protect the software, for example, making sure that only people who need access to that information are going to get the access to the information. Well, let’s, go back to this donor-centric ality. I mean, how do you protect the person’s confidentiality when your task is to prepare research about the person? I mean, at the top of the page is the person’s name and, um the pages are loaded with stuff about the person. How do you how do they balance? What do they mean? Their protect confidentiality? So you want to make sure that on ly the people who need access to this information to advance fund-raising are going to have access to the information? First of all, the information is all derived from publicly available sources, right? So google obviously is one of those publicly available sources that we get information from. We’ve talked about hundreds of those on the show. Yeah, yeah, absolutely. And so what? You go to a lot of different sources to gather the information and bring it all together? The role of the prospect researcher is, too. Take all of that information, wade through it and come up with a concise profile. Most of the time, the information is is going to be embedded right into the donor record because then you can pull the reports, you know, as you need in the in the donor software, when i’m preparing the profiles, i just do it in a word document so that they can easily cut and paste the information and if need be into their at their end. Obviously, i don’t have access to donor software that my clients are using, so you want to be sensitive to then who you’re emailing these two i don’t mean you as the prospect. Well, i don’t mean you personally, but the prospect researcher and they may very well in a smaller midsize shop not even be devoted to prospect research, so that let’s say, right, the person doing this research on donors and potential donors, you want to be very conscious of who you’re emailing. These reports, too, has who has access to the to the nested folders where these prospekt reports are stored? Yes, absolutely mn it, and then you can imagine a situation where you get your development committee together and you’re doing perhaps some sort of peer review sessions so you might have printed profiles or data pieces of data pertaining. To these individuals on the table, you know, every every development office really should have a good shredder in the office, and i would really encourage people not to allow boardmember sze other volunteers involved in the development process tow, walk out with hard copies because you just don’t want this information, you know, floating around out there that’s very good admonition caution? Yeah, that that where the hard copies go and then they end up in the person’s office or home or something. Yeah, right now. Okay, talking about shredders, you know, i can’t stand seeing those shredders where it’s like quarter inch strips like a four year old could put those back together if if they wanted to there’s quarter inch long strips. I mean, you should get at least cross cut, if not the not the ones that make those little little paper tiny bullets, which you’re supposed to be impossible to put back together, right? And there are companies that you can hyre depending on how much you really have to shred, there are companies that you can you can hire to do shredding. I think that even in local companies like u p s stores they have shredders located within those facilities, maybe even staples. I’m not sure i know ups does, but, you know, there are places that you can go then and taken have it securely shredded. So that might be something to consider. If you do have an awful lot, maybe maybe your office’s air moving and suddenly you find that. Okay, you’ve got files and files from maybe past years, and now things are going all electronic. What are you going to do with all of this? You don’t want to move it right, because you might not need to bring all of that old data with you, but yet it contains some potentially, you know, sensitive information that people would not want just floating around out there. Yes. And as you mentioned, there are services where they’ll just place a bin in your office. And then when it fills up, you call them and then they come and shred it, and they give you back the empty bin. Yeah. What else? What else you thinking around? We’ve just about another minute or so. What else around this data? Data? Privacy and confidentiality? Well, again, just making sure that everything is very well password protected on lee allow people have access to the donor, soft to your donordigital base that absolutely needed shred anything that is printed and keep on top of what’s happening with this with this particular law that that occurred in the european union. And just you know what? Maybe you know, i will of course keep on top of it, tony, and weaken maybe revisited as things develop, um, even if we make it part of, you know, a small piece of the future show, but i think that that non-profits do need to be aware that this is out there and see the potential for its effect in the united states ask and you’ll you’ll be most successful, i think, in searching if you look for right to be forgotten, maria, thank you very much. Thank you, tony. My pleasure, maria simple the prospect finder on twitter she’s at maria simple her sight is the prospect finder dot com next week, it’s september eleventh hard to know what to do on that exact day. I’m going to replay a show called the september eleven e effect about giving immediately after nine eleven and the longer term. Impact. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go so glad i brought that singing back? You may not be, but but i am pursuant full service fund-raising you’ll raise baby carriages more money. I’m not talking about those paltry little one cedars that most couples push around. I’m talking couples with quadruplets four abreast, they come down the sidewalk like the middle coach row out of a dreamliner seven eighty seven remember last week was the studio apartments in first class they come and dear the crosswalks and they part pedestrian herds like arctic ice breakers filled with money. That’s how much you’re going to raise pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Snusz dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 31, 2015: People Far Away & Files Far Away

Big Nonprofit Ideas for the Other 95%

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My Guests:

Lisa Jervis & Jeanine ShimatsuPeople Far Away

(l-r) Lisa Jervis & Jeanine Shimatsu at NTC 2015
(l-r) Lisa Jervis & Jeanine Shimatsu at NTC 2015

Distance collaboration—whether a single co-worker telecommutes two days a week or you’ve got offices across multiple time zones—isn’t as easy as vendors would have you think. Let’s talk tools, work habits and organizational practices. Lisa Jervis is principal consultant at Information Ecology and Jeanine Shimatsu is IT specialist for Forward Together. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

Tom Moberg: Files Far Away

With Tom Moberg at NTC 2015
With Tom Moberg at NTC 2015

Moving your files to the cloud presents options, obstacles and obligations (don’t make your staff cry!). Tom Moberg, independent strategic technology consultant, talks us through. This is also from NTC.

 

 

 


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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 my goodness! What a terrific fun show last week! I hope you’ve heard it by now. If you weren’t with me live, i hope you were there. It was great fun loved it two hundred fiftieth last week and i’m glad you’re with me this week, i’d be stricken with familial advomatic polly pope says if i had to digest the fact that you missed today’s, show people far away distance collaboration, whether a single coworker telecommutes two days a week or you’ve got offices across multiple time zones, this isn’t as easy as vendors would have you think let’s talk tools, work habits and organizational practices. Lisa jervis is principal consultant at information ecology and janine shimatsu is it specialist for forward? Together, we talked at ntcdinosaur non-profit technology conference, hosted by non-profit technology network and ten and files far away. Moving your files to the cloud presents options, obstacles and obligations like don’t make your staff cry. Tom oberg is independent strategic technology consultant, and he talks us through files far away. This is also from auntie si on tony’s take to charity registration, responsive by pursuant full service fund-raising you need more prospects there, smart technology will find them pursuant. Dot com here are lisa jervis and janine shimatsu from ntcdinosaur welcome to tony martignetti non-profit radio coverage of non-profit technology conference twenty fifteen we’re at the austin, texas, convention center my guests are lisa jervis and janine shimatsu their workshop topic is effective distance collaboration hint it’s more complicated than vendors like to admit. Lisa jervis sitting closest to me is principal consultant for information ecology and janine shimatsu is specialist at forward together. Ladies welcome. Thank you. Thanks for having us should have you both. Thank you, lisa, why don’t you get us started? What? What? What are non-profits not really thinking strategically about when they need to collaborate in a virtual office? Sure. Well, let me tell you a little story that i think is representative of a lot of people’s experience. Love story. I got interested in distance collaboration back in two thousand nine, i was working as the operations director for an organisation in oakland, california called the center for media justice. We had seven staff and one location. We just all worked in our office, and that was that. And then we hired someone who lived in chicago, and my edie said to me, so next week amalia needs to be on staff meeting, so figure out how to make that happen. And i was like, oh, oh, i have to think about how to make this happen. We now have this whole employee who lives elsewhere and, you know, so i was like, well, this is easy. We’ll just have her call in to the conference phone. And so every week we start having these staff meetings where the seven of us would sit around the table and look at the conference bone call amalia, talk to us and we, you know, and we kind of stopped talking to each other and started all talking to the phone. And, you know, i just i started noticing all of these ways in which our work was going to have to change in order to accommodate this one new staff person we kept growing. We eventually grew to two offices and ten staff, and that staff included two people who work remotely in neither of the offices so way. Started to want to see each other in our staff meetings. We had people who could not get files because the vpn wasn’t very effective and they couldn’t access the file server. You know, there was just this full constellation of needs that duitz we ii as the operations person had not had an opportunity to philly. Think through because, you know, the was like we heard this person let’s just, you know, go and include her in things now and was like, oh, well, there’s a whole set of issues to think about janine, why don’t you help us out? What are what are some of the things we should be thinking about? Oh, and we have plenty of time together, so we’ll be able to talk about them. But just as an overview. What? Where where should we be thinking? In terms of in general. Yeah, well, there are a lot of components of effective distance collaboration. There is not only the conference in peace that we started talking about. There’s also file sharing. There is also chadband calendars. How we manage email. There are a whole there’s a whole gambit of stuff where things can go right. But also where they could go wrong and it’s really, really important for organisations to know what their needs are and to be able to meet those needs. Ok? And i’m it sounds like the organization should be thinking more than a week in advance uh, from lisa’s story well, at least to talk about her stories, but but more than a week is probably a good idea. It is a good idea, although that’s not always the way it happens, because as lisa was sharing that story, i was just laughing because very recently, i just found out that one of our staff, people who work from home just moved and i didn’t find out until after they moved that they’re no longer located in new york, they’re located in los angeles, and that has a whole other has a lot of implications, such as internet connection and all this i don’t know if they’re living with you, alan, if they are renting or what’s, the situation with their landler is, like or any of these things that would really affect how they’re going to be working with the rest of staff. How it’s going toe play into the system that we already have developed on dso yeah, more than a week or a day would be great. Okay. Okay. Lisa let’s, come back. What? Where? How do we break this down? What should we be thinking about? Sure. We’re planning either bring someone in or yeah, i mean, o r we’re a virtual organization now, and we don’t feel like we’re doing it very smartly. Sure. Well, there’s one main overarching consideration that i think that people often don’t realize. And it has to do with the way that the business press and a lot of collaboration tool vendors talk about remote work there, like, just get a good internet connection and our software, and nothing will change and you’ll be able to do everything. And, you know, the reality is that things will have to change and things there’s overhead involved in remote work. And if you don’t plan for it in your organizational plans in your meaning agendas and in your individual work plans, then you won’t actually have enough time to accomplish the work that you had planned to dio. And so i think the most important thing is just to remember to build in that overhead into all of your plans as faras specific areas of work, there’s, kind of three main aspects, there’s meetings, then there’s file sharing. And then they’re well, yeah, i mean, janine took a whole bunch of stuff. Calendar, chat, email, file sharing conferencing, yeah, yeah, and then there’s, the process of kind of and a separate piece ofwork. Just choosing your tools and making agreements together as an organization about how they’re going to be used. Okay, now, jean let’s, go back to your i thought email was an interesting one. Why, i mean, email. Seems to me to be a fine distance tool without needing any planning. What am i missing? Well, the email is a great tool, and it doesn’t always work the same in all organizations. And i think, culturally are. My organization in particular, uses e mail a lot, especially because we do have a lot of people who don’t work in the same office. You can’t do the same. Drop by, and you can respond whenever you want and that’s. Great. Um, email. I think protocols need to be set for email in terms of setting expectations with other people internally with what is appropriate and how your staff is going to work best, just as with any other form of communication. What are some ideas you have around what these protocols should be? Um well. That’s great. I’m gonna think about that. Okay, back, teo. I mean, i have i have an answer a little bit. I mean, it does depend on the organization. It really is just about making agreements about what’s reasonable and what works for for the staff. I mean, in one organization that i worked in, we had a twenty four hour turnaround time agreement for internal emails. But if you needed something faster than that, you had to use another method. It was an agreement that we made as a staff that for emergencies, you will text or chat or call, you know, because those air, more immediate things, like people were not expected to be on their email, you know, within five minutes. And so you just couldn’t email about goings, and then i’m thinking, two security is that that’s an issue for people who are remote email preservation? I mean, these things well, it’s, just as we thought about security, yes, i mean, absolute security is an issue, whether your remote or not, but it certainly plays into very much what tools you select, who you’re willing tohave host your files. How you’re going to protect those files. What kind of configuration tresses you need, and so in-kind of determining what i like to call on organizations, collaboration, profile. Um, security security needs a really important part of that. Okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Dahna what’s this collaboration profile. What is that? Well, basically involves assessing your organization to help you choose and configure your tools and make these kinds of communication agreements. And so, you know, because not every organization is going to have the same needs and so questions to consider our you know, how many staff do you have? How many time zones are you working across? How many different roles are functions? Are people fulfilling? Is it just staff that your systems are going to be set up for? Or is it do you also need to include program participants are volunteers in your information systems, you know? And then there are some organizational culture. Things like janine was getting at about, you know, is email going to be the best way i would like to be on the phone or, you know, those kinds of work style questions. And then, as you noted, their security security questions, like, what kinds of information are we storing in transferring? Does it contain any personally identifiable information that may need to be protected and, you know, subject to regulate regulations like hippa or others, you know, is your organization or are your partners? And participants potentially targets of information breach attempts by political enemies. I mean, it sounds a little weird, and i don’t think that but it’s really, depending on the kind of work you’re doing exactly very real. Exactly. So that’s all all of those factors go into choosing. What are the most appropriate tools? Okay. Your communications protocol? Yes. Okay, janine, you want to take us to one of the other one of the topics you mentioned, like conferencing or file sharing or calendars? Uh, let’s talk about calendar going ok, please do i love calendars? My organization works in three different time zones right now, and, uh, we are currently using google calendars, and but i think the same principles that i’m about to talk about what applied teo, if you’re using outlook or many of the other calendar ring systems that are available. But i really can’t imagine being ableto work with other people, especially across geography, without being able tio very quickly and very effectively see when people are available and, you know, not have to like talk about negotiate meeting time. And you can also get us not only when people are available, but you can. Also, get a glance of what people are doing, and you get so much information from being able to view someone’s calendar um, sametz it’s okay, anything you want to add on a calendar, i mean, just that it’s sometimes it can be a struggle to actually get people to use an electoral elektronik counter that’s, not your organization or culture. And so that’s one of the changes that you’re really gonna have too many murders, there was a heavy side were story around that are well, yeah, i do have a story around that, actually, because when we moved over to using teo for when we moved over to having our entire organization using the calendar, it was a bit of ah, push because people are really attached to their paper calendars. There’s something about having the tactile feel, a planner that people really didn’t want to let go of and even still, you know, r executive director, she doesn’t manage her own calendar and that’s, this is kind of a system where everyone has to participate. Otherwise it doesn’t work, and we only have one exception and it’s because that staff person has an entirely other staff person. To manage a calendar for her s o it really does. That is this is somewhere it’s great. And also you need everyone’s cooperation with it for it to work. Okay, let’s, look at, uh, what about file sharing? That sounds like a pretty big, pretty big topic. I want to start off. File sharing doesn’t matter. I mean, you’ve just gone through this big file sharing change, okay, so my organization was using an internally managed file server and we’ve grown a lot over the past few years. So before really similar to what lisa had described earlier, we were one location with one person working out of their home office, and they would connect into the server via a vpn and it was okay. But as we’ve grown over the past few years, we’ve expanded into a satellite office, three different time zones, and now a third of our staff are working outside of that main office and the connection people were just not able to access their files, and it was just really, really awful sze really difficult for people. And so we we made the decision to move teo cloud file sharing it’s been a really good decision for us, especially because hyre, you know, it’s, our remote staffer, just so thrilled. It is a transition that required a lot of communication with staff and training and ongoing support. So even though our migration is done, the work is certainly not over with it. And it’s definitely that situation where it was not as easy as the vendor head or originally express there’s a lot more that went into it way have to think a lot about the learning curve. Yes, on dh training time, etcetera. Good. Well, that these the learning curve in the training are very important, but it’s also really changing people’s habits about where they keep their files. I mean, if you have a situation like that janine’s organization where you can’t access the vpn reliably so you just start storing all of your working documents on your hard drive. Then when you fixed the situation and get a centralized file repository that works, people are still in the habit of keeping things locally and getting them to remember to file documents centrally when they’re finished getting them, too. Be familiar with e centralized file structure so they can find the things they need, getting them out of the habit. I mean, i don’t know if this was happening to eugene, but when i was the operations director in this kind of situation i would get requests for from people for me to go on the server and email them. A file if they were outside the office and as you can imagine, that’s a it’s, a it’s challenging from a time management perspective for everyone to have to do that. But once people are in the habit of it, it could be hard to get them to stop. Okay. That’s. Excellent. That’s encouraging. How do we how do we get the the universal buy-in that we need? Janine? You mentioned it for the calendar ring. Essential, but obviously essential for file sharing, too. I’m thinking mostly of the structure. Like somebody some. Maybe you do this collaboratively. You come up with the literal file structure or does one person impose it and say this way? Believe this. I believe this makes the most sense. And so please comply. Oh, man. I mean that’s a really hard one. What did your tio thoughts? Well, when i initially started this conversation with people on the organization, i asked them what, in an ideal situation, what would they get out? What would they be able to do? What would be a great situation for them? And i think by starting the conversation that way, people felt like they had some say and then whatever the new solution, wass and not only that it really helped that i had buy-in fromthe leadership at my organization, there was a very clear signal to staff that this is the direction that we were going in, and people have to get on the bus, so yeah, okay, so some collaboration and some some input gathering, but in the end, somebody’s gotta decide and everybody’s gotta gotta agree pretty much. I mean, participate, even if you don’t agree. Yeah, yeah, disagree and commit is okay, but i think that i mean, what i have, what i often recommend two clients is that one person, the kind of the point person on the file migration project, whoever that is, should be someone who is really familiar with all of the organizational files, and they kind of come up with the top level structure that makes sense and is aligned with the way the organization works. But then, as you drill down deeper, you know, everyone people have tohave dominion and control over their most direct area of work files, because if you try to impose a taxonomy on people and it doesn’t work for them, it’s chaos and they will rebel, so autonomy is important, okay, at least at the the more granular level. Yes, ok, yeah, i mean, the important thing is really that there are some principles that are clear and communicate a ble to everyone. You’re never everywhere. Clients always come to me and say, we want an intuitive file directory and it’s like, well, you can’t have that, because what’s intuitive for one person is not into it for somebody else to, as long as you’re working off some clear principles that everyone can agree on. That’s what you want, four. Okay, gene, anything you want to add to the file sharing conversation. All right, now think. Well, we have child jack, one of the issues around chatting some people don’t like to log in to chat, you know? And i think that for me and the organizations that i’ve worked in the most effective uses of chat or when people are just in the habit of logging in in the morning so they have theirs, the presence, visibility indicator, you know, i’m here, i’m not here yet, i’m in a meeting, you know, and that is a really, really easy way to communicate your co workers where you are and if you’re available. But again, it’s a big habit shift for some people. I mean, i was doing in-kind part time gig at a very, very large organization with two offices and like, i mean, twenty thousand people in the whole organization and a hundred people in my kind of immediate department, and there were a few people who just never logged and it’s, like i saw this person i know she’s here, but her chad says that she is, you know, presence unknown, and so, you know, you can’t make people, unfortunately, what do you end up doing? And this could have lied beyond chat. Any of the any of the areas. We’re talking about. What you do with the people who are recalcitrant. Anybody who has a suggestion, what do you do? I mean, there’s a whole methodology of change management. I mean, it’s a whole field of study. And so i think that, like, any technology project, but particularly justin collaboration, really delving into change management and having a plan for it, which involves communication training, reinforcement oppcoll, you know, it’s it’s complicated. Okay, well, that’s, that’s an important thing to know anything more gin, anyone i’ll just echo that nothing people to change their habits is really it can be really difficult. Or, you know, a lot of times people at my organisation will log in, but they won’t update statuses, so oh, i’ll just wonder, wow, is that person unavailable all day? All day there and available? I’m not going to be interrupting them and something really important if i i am not, um but it’s, i think i will say that for the people that use it, it is great. Okay, so ah, good outcome is definitely achievable again. Yeah. I mean, i have one. I think my kind of most successful change management story is very, very small. But at an old employer, one of the things that i had to do was get people to fill. Out their online time sheets and no one wanted to do it because that’s a slog and it is, you know, they perceive it as a waste of time, and it kind of is except that i was in charge of the bookkeeping and i couldn’t allocate our totals for the month properly and closed the books until everyone in the organization and filled out their time sheets. And so reminders didn’t work. Nothing worked until, you know, and this i think this’s particular indicative of small organizations where people really have each other’s backs is i just such everyone i was like, look, you guys, you’re making my life a lot harder, there’s this crucial task that i can’t do and prevents us from getting accurate financial reports, and you’re making my life frustrating because you’re not doing this, and that was the thing that got people to do it all right, some guilt. I like to think of it more as a personal connection way a accountability to your co workers, and he was getting them to really understand why they had to do this piece of bureaucratic work that it actually had meaning in the organization it wasn’t just a piece of bureaucratic work. All right, we’re gonna leave it there. Thank you very much, ladies. Thank you. Thank you. My guests have been lisa jervis, principal consultant for information ecology and janine shimatsu specialist at forward together. Non-profit radio coverage of and tc non-profit technology conference twenty fifteen. Thanks so much for being with us attorney. State to and files faraway coming up. Sorry, i can’t do live listener love were pre recorded this week, but of course the love goes out. I just can’t identify exactly where it’s headed to by city and state or country. But the live listen i love, of course, does go out. Podcast pleasantries are over ten thousand wherever you are, whatever device. Thank you so much for being with us in the time shift and affiliate affections. Always sending affiliate affections to our stations and listeners on affiliate stations throughout the country. Very glad you’re with us little about pursuant, you know they do full service fund-raising from web only for small and very small and midsize shops up to on site campaign counsel for those other five percent who might need that fund-raising obviously constant challenge essential to you to get your work done. I routinely here on get questions about how can we bring our fundraising for the next level? How can we get from events to individual based fund-raising pursuant can help you with this stuff, you can raise more money, especially from current donors and those donors who are capable of upgrading their giving who are already in your file like somebody was giving a hundred dollars a year who could give thousand or the thousand dollar donor who could be doing ten thousand year for you, you know that they’re in there a lot of times they’re in your file, but you don’t know who they are or you’re not sure about somebody. Um, this is where pursuant comes in. They have something called prospector platform. It finds prospects for upgrade those upgrade prospects of yours that are hiding, like in plain sight. Prospector platform at pursuing dot com. I would i suggest you take a look at that. Check it out. Charity registration. I’ve been getting a lot of enquiries recently about charity registration. I was just interviewed on another podcast on this subject. Jo garics, the fund-raising authority that’s the name of his podcast that these are the requirements that you be registered in each state where you solicit donations. So if there’s a florida charity and they are sending email to georgia and maybe hosting events in south carolina, then that florida charity needs to be registered not only in florida but also in georgia on dh south carolina and this is different than incorporating enjoy in florida, where you you know, if this is again a florida based charity there incorporated in florida, this is very different in that it’s sort of parallel because it involves charities but it’s not incorporating your non-profit this is registering with state authorities to solicit donations in florida and also georgia, south carolina and wherever else you might be so sitting donations it’s a real morass because each state has its own forms and timetables and fees and definitions of what is a solicitation? That’s, that’s really? Where you start? What is a solicitation? The examples i gave, like email and u s mail those air solicitations in just about everywhere u s mail is a solicitation guaranteed every state. Ah, no state is goingto make exception for u s mail. Email is so ubiquitous and it’s ah, solicitation in so many states that you might as well just consider email a solicitation everywhere there are some states that haven’t caught up with technology, not like email is anything i can’t even i was anything new, but there are states that who’s legislatures, you know, haven’t codified whether email is a solicitation, but it isn’t so many states. I think you should just consider it also, if you’re hosting events in different states, if you are buying ad space in publications, in other states, these air, all solicitations and you need to be registered with the state authorities everywhere is that you are soliciting. Um sometimes i’m asked why this is important and you know why i bother? It is true that there aren’t that many enforcement actions enforcement is rare, but your irs form nine ninety hopefully you’re filing that each year that is signed under penalty of perjury by an officer, and it enquires about your compliance with thes state laws. So that’s, the irs enquiring about state law compliance on also your board is potentially liable. Jean takagi and i have talked about this. They are fiduciaries to your organization and if you’re not in compliance with laws, your board could board members individually could potentially be liable. So please pay attention to charity registration. It’s on my web site, you go to tony martignetti dot com. You see a tad for charity registration cause i do this work. You could do it on your own too. I have a book about it. You could check it out at tony martignetti dot com. And that is tony. Take to tony’s. Take two it’s it’s ah it’s a it’s. A possessive latto plural. But it’s not tony. Take two that’s tony’s. Take two for friday thirty first of july thirtieth. Show of twenty fifteen here’s tom oberg recorded at ntcdinosaur moving into the cloud. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen it’s hosted by and ten the non-profit technology network. We’re in austin, texas, at the convention center. My guest is tom wolber he’s, an independent strategic technology consultant. And his workshop topic is moving your files to the cloud. Options. Obstacles and obligations. Sounds a la menace on the obligation side. Tom oberg. Welcome. Thank you. We’ll get to talk about all three. We got plenty of time together, so maybe it’s. Not so ominous, but there’s, obviously, things that you thinking about. Lots of things are in the clouds. Why might files make sense for a non-profit, you know, for a while emails sort of in the big thing to move the cloud and that’s dahna that there’s been a lot of good options for doing that? And as people have been more comfortable with moving to the cloud and using tools that both from in their personal lives and in their work lives, um, it’s it’s started to make sense to have their files available, maur remotely in various places and to be able to get access to things beyond the walls of their their office and the tools available do that have been involving and getting better as well. So the other piece that’s made this start to happen is it for a lot of smaller organizations who may have had big file servers, those take a lot of effort to keep moving, and as your file server needs to be upgraded, our updated one option is to say, you know, we’re just not going to do that anymore and pay those costs. We’re going to move our files to the cloud and be able to access things i’m a little bit a little bit easier could also be a distributed environment. You might be have employees who are off site virtual organization and that made that maybe a stimulus. Also, it isthe yeah, in our session this morning, we had a lot of that was one of the things we talked about, why why do this? Why are people doing it? And it ran, you know, there are a lot of different reasons, but, you know, some people said, well, we have sixty locations where we’re trying to have people work and tryingto have sixty servers or one server that everybody tries to get into remotely it’s just it’s very hard. So if they khun you something like office three, sixty five or google drive or drop box or box, that could be really good option. Okay? And when we talk about some of the tools you later on, ok? Yeah, all right, because i don’t want to ask you anything that you didn’t prepare for your your workshop, but if we could talk about some of tools that will be helpful. Yeah, how do we start to make this plan? Well, is there anything more you can say? About how we shouldn’t what we should be thinking about to decide whether this makes sense for us as an organization. Yeah, we’re questions we should be asking, yeah, maybe yeah, there’s, there’s lots of questions on dh lots of that was sort of in my presentation, the whole obligations, things like how do you how do you not make your staff cry? That was that was what we were talking about because you don’t want to make him cry. That’s, that’s sort of a rule at number it’s and and doing this kind of project moving files from where people are used to getting them to someplace else can freak people out a little bit. Eso, you know, how do you do that in a good way? And so the organization first, like you’re saying, needs to figure out why why do we want to do this? What? Why does this make? Is this a good idea for our organization? And again, it could be a lot of different things, but but often it’s about doing it in a way where we can get access to the things we need to be able to do our work and meet. Our mission do it in a way where people can get at things from wherever they are and that they can have some assurance that the files they’re working with are the ones they should be working that it’s not, you know, there’s one on my my documents folder and there’s. Another one heard another one there. So what’s ah what’s our next step we are we ready to think about what tools they are be appropriate to do this after we’ve made. We’ve now made our decision that we’re it’s going to be beneficial to us. Yeah, yeah, i think if you know if the organization said okay, this is this the direction we’re going to go part of what i was talking about was, you know, it’s it’s more than just a thing to do, it’s a project and so having a plan a project plan is is is really important, and part of that is the is the tool selection, and we can we can talk about that. Some of the other things that that really need to be thought through are things like what’s, the timeline that that you’re going to use to do this kind of project. Who are the people who are going to be involved in it? Are we going to try and do it in house? Are we goingto use consultants to help out? And we’re going to have, you know, certain teams that are going to be kind of internal champions. They’re going to help help do this, which is something i recommend people doing. So you get some early buy-in from some key people and maybe keep teams or something, if, you know, if the accounting department has an accountant who thinks this is a good idea, it’s going to go a whole lot smoother than if you don’t have somebody there doing okay, so yeah. So some key key allies? Yes, indeed, indeed. Makes this kind of thing much, much easier. Okay, yeah, go ahead. So, yeah. So then we can talk about tools if you want to move to that. Some of the options. Yeah, go ahead. Let zoho you mentioned office three sixty five. Google docks. Obviously. Dr google drive drop box box box is his box of variation of drop box. It’s not. And we have to be a little careful because we’re here in austin. And what i didn’t know before i came here is that this is the home of box. So box is is a company that that has a tool that is sort of like dropbox, the differentiation i’ve heard before is that drop box kind of started as a consumer tool and box started as more of a corporate organisational in-kind of tulle and they’ve they’ve kind of met in the middle a little bit. The box offers more consumer stuff drop box now has drop box for business, but bso boxes here, there now is box one x or two or three they’re not triple x are they are not as far as i know, just one ex, okay? Just once we’re in the booth next to flux and their two exes. Well, but boxes only one act, but box is only one issue so people can find it. And yet and they’re here at the conference. And yeah, and so their their tool is something that you can you can download ah, little application that could be on your on your desk top so you can synchronise things to your desktop. But they’re also is the web interface for it. That’s very, very useful. You, khun, look at the files that air there. You, khun have some viewers where you khun view some files online and you can even beyond the web durney a portion of it. And if you have the correct application on your desk top, it’ll open up the file from the web in your desktop. And then when you do a save, it saves. It back-up down into the web. Big differences you see between dropbox and box, aside from their their culture, where they where they began and how they migrated to the center. Yeah. I think that’s one of the biggest things, one of the things i’ve seen, and we saw this in the in the session this morning is that because non-profits are who they are drop box has been free, just the plane drop box has been free and so people have gotten comfortable using it and, um, use it in organisations, whether the organization knows about it or not. And so what do you mean, how could you be using it if if you don’t know about it? Well, what i mean is that you as an individual employees may have found something like dropbox useful in getting your work done, but the the i t department, if you have one, may not know that you have it on one of the quotes that i put into the session today was that what i’ve found is that people will get their work done one way or another, and that means whether they use the tools you give them with you, with you or against you with you or against you or without you or whatever happens. And so the you know, some problems that non-profits ran into using dropbox is that it’s a personal kind of thing and staff can leave or maybe it’s a volunteer, and then maybe those files disappeared too. And so drop box now has drop box for business, where the organization can have some control. People can still use both their personal drop box and the the business files that are being shared with them. But if they leave the organization, the organization can stop access to those files, so they have some control and box has a similar thing. They just no it’s it’s been a pay service, and so i think fewer non-profits have used it in in the past, but many of them are learning they need some of this control, and that makes both of those both those products useful, and they both have non-profit discounts to i should mention that let’s move to office. Three sixty five yeah, it’s a big one and and partly it’s really big for non-profits right now because it used to be if you’re non-profit you want to kind of move to the cloud, especially with female, the player was google because that was free. You could get google apse for non-profits for free, but last year, microsoft made a version of office three sixty five free for non-profits as well, and so especially for non-profits that are using our windows based oppcoll it isn’t very attractive, offering and it’s basically a big server in the sky that you can interact with so there’s the email piece outlook works very well with it. And then there kind of two parts of the file storage piece. One is called one dr up and one drive for business, and then there’s sharepoint are sharepoint online. It’s the piece that’s, that’s, part of office three sixty five so if you have office three sixty five, you can use both of those tools, at least at this point. What microsoft says is that one drive, which has pretty much unlimited storage, is it’s kind of your new my documents area it’s for you to have your own personal files, and if you want to share them out with someone, you can do that, but by the individual file and then share point is mohr for creating an organizational structure for your documents. So you have document libraries within a sharepoint site and you, khun, you can upload files and have them available to people. In both cases. You, khun synchronize back to your desktop. Also sharepoint been around forever as a server based tool. And in the sharepoint online is the cloud version of it. And it it’s, very powerful. It can take a little bit more set up bonem to be able tio structure everything the way you want it. Do you need to be expert user too? Just to set up a share point? Um, i think office three sixty five in general has fairly easy administrative controls. But the mohr knowledge, you have the mohr functional, you can make it. So having some kind of it t advising on it, i think is good. Whether it’s, an internal person where you’ve maybe sent them to get some training, an external person, whatever, whatever it is it’s, it’s. Pretty straightforward. But there they are things here and there. And with this file piece, we talked about this a lot, and we had a lot of stories come up this morning in the session. There are some limitations of how you need to get your file. If you’re gonna move files into sharepoint, especially there’s. Some limitations you have. To watch for the migration that the whole migration piece there’s. How long are the file names and the directory structures? What kind of files? Khun move? How many can be synchronized back to your desktop? There’s someone, some, some limitations in there that you need to be aware of. Or else you can have some surprises as you move into the process. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hyre what about the document tools in in ofthis three, sixty five word, power point, etcetera? You’re getting sort of, ah, light version of those compared to what you see on your desktop. Yes, you are. But for all of this and especially office three, sixty five, it has been evolving, and they’re putting a great deal of effort into augmenting those tools and making things a cz useful is possible. So dahna, word online, powerpoint online, excel online are very useful, and you can get basic editing done in any of those. If you want to do more things, you know, create a table contents or some of the more detailed document kinds of things. It’s. Easier to use the applications themselves, okay. What about google drive? Yeah, you know, it’s been around a long time, we also when i had people raised their hands about what tools are you using in the organization? The same hands came up for multiple things what’s happening is that all of this has been evolving a lot, and i think people are still trying to get some kind of getting a handle on how to manage files as they go to the cloud so that they’re adopting everything and seeing what works best for them. I think so. And i think it’s ah, it’s this push pull of staff again trying to get their work done and using tools that, you know, maybe they find someone who has shared something with them from another organization and drop box than they put drop box on their desktop so they can do that now they’re using that buy-in but and and so and google drive has been around for a while google docks, and so people are comfortable with it. So it’s one of those ones that that a lot of folks are using it. The quote i had from google and my slide wass for google drive. Was designed to work with google and to me that’s the if there’s a caveat. That’s, that’s the caveat is that it’s best if you want to kind of go all in with google docks and google spreadsheets and, you know, google slides and things like that? Dahna it’s, it’s a little bit easier. Two use other tools if you’re going to use straight microsoft word documents and things like that, you can still store those things in there, but, you know, it’s it’s a little easier to kind of go all in with the google stuff and then and then use those do you see us going to getting to a place where there’s there’s, google doc and there’s and there’s microsoft onda office docks, which would be in which which would be counterintuitive to the way most of computing is going? Yeah, you know, i think they’ll they’ll keep, um, trying to support each other and still trying to keep you know, their own thing so that i mean, there is some way to bring in where documents in into google thing it’s impossible to do it right, but you get the maximum benefit maximum management tools if you’re if you’re using the native? Yeah, native google doc with google drive? Yep. And and so microsoft trying to kind of push you into office three sixty five by doing things like building in access from the word application that you run on your desktop building in dahna a way to grab things from office three. Sixty five directly in there so that that that communication is as easy as possible so that we’ll try and kind of have you worked with all of those all of their tools. What about some obstacles to avoid that za part of your your your topic to yeah. Yeah. This is the ominous part. Wasn’t through with the obligations were no. I said obligations are ominous, but we just start with obstacles. Yeah, yeah, we want to keep it. And really, when i said obstacles, some of what i meant wass things to think through it’s, it’s the issues to kind of think through before you start doing a project, like talking about it. And and so we talked about, you know, sort of the file preparation and migration piece, but there’s other things to think about, too training for your staff. Is going to be, um, a big thing what’s the schedule going to be for people went, when is the change actually gonna happen? People are gonna want to know where their files are. Are they here today and over here tomorrow? And then it didn’t work, and then we’re back over here again. Or how is this? How is this all gonna work and bandwidth? There’s another one that we talked about is we’re talking about the cloud. We’re talking about the internet now where moving files back and forth from, you know, not just on our own network, but through the internet, which we have a little bit less control over, but we can try and have a cz much control as as we can get. So, um, thinking about how good is our internet connection, not just the download speed, but also the upload speed? Because now we’re pushing our changes up. Yeah, so that’s important to think through and the other thing that we end up talking to people about is so you’re moving to a cloud, maybe you’re using sales force and office three, sixty five so all of your important data is on the internet what if your dea cell line goes down? Is everybody just done for the day you sent everybody home? Or do you need to think about getting both the d s l line and a cable line and maybe a box that can kind of coordinate the two things? If one goes down, you go to the other and things like that. So trying to think about how we make sure we are online all the time starts to be a kind of ah bigger issue for folks. We haven’t talked about security buy-in thiss was a huge issue when the clouds start to become popular. I don’t see it getting as much attention now, but it’s still important mean, especially we’re talking about c r m our database? Yeah, that could be credit card numbers, dates of birth, lots of personal information. Yeah, i mean it’s, it’s, huge and it’s potentially depending on what you put there. Right? Right. And so there’s. Sort of. Ah, due diligence that needs to be done on whatever vendor you’re going to go with. Microsoft has a whole website about how it treats security in office. Three sixty five we had somebody. Bring up in the session this morning that they had gone with, i think box because it specifically talked about hippa compliance, and that was important to them. Um, you know, we kind of have to agree that the nsa is just going to look at all of it. So i guess we take that out of the picture, but it sort of depends on both your organizational culture and the kinds of data that you’re dealing with to see how important that stuff is. And i will say at the same time, it it’s we need to be thinking about it. And it’s, not a new issue. I still run into places where there’s the file server with a notebook with the password to get into the file server sitting right next to it. So, you know, it’s, it’s, new and it’s old, we’re going to get there. All right? It’s your soul. That sounds like a good place. Stop. Okay. Tom oberg is an independent strategic technology consultant. And you are with tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fifteen in austin, texas. Thanks very much for being with us. As always, my thanks to everybody and ten, the non-profit technology network, i’m already looking forward to being back there in twenty sixteen, which i believe is san jose, california. You should check out ntcdinosaur non-profit technology conference next week, it’s going to be an archive show. That means i am taking the week off. I hope you’ve been enjoying your summer. I have been, and i’m going to again next week. If you missed any part of today’s show, find it at tony martignetti dot com. Where in the world else would you go pursuant full service? Fund-raising they’ll hope you find more prospects pursuant. Dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez. Susan chavez. Dot com on our music is by scott stein. Duitz be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 17, 2015: Walk to Work & Keep Current After Launch

Big Nonprofit Ideas for the Other 95%

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Beth Kanter & Ritu Sharma: Walk to Work

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Beth Kanter and Ritu Sharma want you to make walking part of your work day. Not for a break. They share how to work while you walk, including walking meetings, and they swear you’ll be more productive, more creative—and feel better. Beth is a master trainer, author and blogger. Ritu is co-founder and executive director of Social Media for Nonprofits. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

Farra Trompeter & Kira MarcheneseKeep Current After Launch

(l-r) Farra Trompeter & Kira Marchenese at NTC 2015

A website redesign is expensive, time-consuming and overwhelming. Starting on day two, how do you keep it current? Farra Trompeter is vice president at Big Duck and Kira Marchenese is senior director, digital strategy + platforms for the Environmental Defense Fund. This is also from NTC.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host we have a listener of the week, daniel trust in bridgeport, connecticut. He tweeted me that he just found non-profit radio and says good stuff, man he’s, our newest listener and our listener of the week i’ll send you a video, daniel, and you can pick a book from the non-profit radio library. Congratulations, daniel. Trust oh, i’m glad you’re with me. I’d be stricken with prayer ago if i had the itching idea that you missed today’s show, walk to work beth cantor and re to sharma, i want you to make walking part of your work day, not for a break. They share howto work while you walk, including walking meetings, and they swear you’ll be more productive, more creative and feel better. Beth is a master trainer, author and blogger re too. Is co founder and executive director of social media for non-profits we talked at ntcdinosaur non-profit technology conference, hosted by an ten non-profit technology network and keep current after launch. A website redesign is expensive, time consuming and overwhelming starting on day two. How do you keep it current? Farah trompeter is vice president at big duck and kira marchenese is senior director, digital strategy and platforms for the environmental defense fund that is also from ntcdinosaur on tony’s, take two. Have you seen my videos responsive by opportunity, collaboration, the working meeting, the unconference on poverty alleviation that will ruin you for every other conference from ntcdinosaur are beth cantor and re to sharma on walking. Welcome to tony martignetti non-profit radio coverage over the non-profit technology conference twenty fifteen, hosted by intend the non-profit technology network. We’re in austin, texas, at the convention center and my guests are beth cantor, master trainer, author and blogger at beth cantor dot org’s. And also metoo sharma, co founder and executive director of social media for non-profits their workshop topic is walking is work. Don’t call it a break. Beth metoo welcome, welcome, thank you. Welcome back, beth, that has been on the show before you to his new welcome first time. Thank you very much with us. Metoo why? Why? Why should we be paying attention? Teo walking from my perspective, i’m an accidental walker, i think one hundred times better i started. Walking more extensively as part of my work, i’ve always been a walker, but as part of my work, i started about seven months ago and it was accidental because i got a new puppy and the puppy needed to be walked every three hours. That’s how it started with practical, it was very practical decision, but as i started walking, i needed to take some calls and then i started taking some of those calls on my and my box, and i found that i was paying a lot more attention. In those calls, i was not distracted by a number off social media pings and emails and other people entering in those conversations, i was really more present and then the other thing that i noticed, which is what started us making a lot more content at social media non-profits is, i am i started having a lot of ideas about different topics to write about different opinions on the current topics and that got me kick started is walking is work alright on beth, we shouldn’t if we haven’t fallen into it. Luckily accidentally metoo did we actually should be deliberate about it on dh we have some research to back that up? Yeah, as a matter of fact, i know. I got into it. Actually. The right after the last time. I was on almost two years ago. Really? I went into my doctor and i got my cholesterol tested. You know, we’re getting there. We have to get our cholesterol tested. It was three. Ninety nine. You had cholesterol of blind ninety nine. Right, which is closer to the mike. You get too excited. Okay, you know, three hundred ninety two and healthiest on one fifty or less. Right? So i decide to get walking. You know, obviously, i was not eating too many cheeseburgers, and i was sitting at my desk and i could see that you know, the house effects. So i bought one of the use of health. Fitbit. And i got out there and i started walking and writing about it before i knew it. I was walking twenty thousand steps per day, and it became this little game. How could i work? Work it into twenty thousands, like double the thie average. Ten thousand ten thousand. I’m up to now ten miles a day. Yeah, and you know what happened? My cholesterol went down to ninety nine my trig lyssarides, but something else happened. I noticed i was more president, i could pay attention and i was happier and more creativity. And so what would happen is i got really excited about this, and i’ve been blogging about it. I’ve been doing workshops, i’ve been kind of this evangelist for walking as work was people would say to me, how do you fit this into your day? You know? And and the mindset is really about, like, ok walking it’s the separate thing it’s for exercises for the health benefits, but really, i think it’s key to your productivity, we know we know something about walking versus sitting while we’re while we’re working, don’t we? Yes, we dio slideshare well, think about how much time you spend sitting at work. The average person spends nine point three hours sitting that’s more than we sleep, which is seven point seven hours and you know what all that sitting is doing to our bodies and our minds? Well, it’s, physically it’s collapsing our spines, it’s collapsing our spines it’s causing calling cancer it’s calling, causing heart disease brain fog, neck problems muscle generation, you know, it’s enough to make you want to stand up your desk, head to the door and never come back to your office. But you don’t have to do that. You know, you just need to start to think about ways to integrate movement into your work, okay? You know, maybe it’s, first of all, change your mindset, it’s thinking about different ways that you can start adding more steps, more walking, you know, park the car far this away from the door. We’re gonna get to all that time together. We’re still the motivations thing, okay? The motivation so obviously health reaches say more about the creativity. I know that was really important to you. I think when we are in close spaces and spaces, every normally sitting at nineteen hours a day, our mind gets closed almost. It only sees what we have in front of us. It becomes very reactive. It’s just reacting to emails that are coming in phone calls that are coming in and putting off fires. When you get out of that stunning and you walk in the nature, you walk in the grass, you walking the party, it doesn’t matter where. You walk when you start moving a little bit, your your brain starts to disengage from a reactive mode to a much more proactive and creative more, and what i’ve noticed for me is some of these things come to me, they’re like brilliant pieces isn’t incredible. I wrote a couple block post that we had the males traction ever, and i was just walking the dog. You know what? You have the most traction traction ever in our in our work, and those entire pieces were conceived while walking i just idea hit it, and i started flashing it while i was walking in and i came back, you had granted out in twenty minutes, and we’ve seen most likes shares, comments and really some great pieces that have come out of walking. So from a creative standpoint, i find the reason behind that is that you get a distance and you’re not constantly just addressing a pressing problem anymore. You’re able to actually give your mind a little bit of brake to process all the stimulation, all the stimuli and act activities and all the information that we were exposed to, in fact, over exposed to we have a time to process it, we have a time to just put it in different places where it belongs, and then start to see greater trends and start to see how this piece fits with some of the other stuff we’ve done. And if you’re in a reactive in front of your computer mode, you just don’t have that create this space to a process i know time is constantly belongs to other people as e mail comes in, and as much as we’re supposed to, i know a good practice for email is only react to it a set number of hours a day or set time today, but that’s very, very hard to do, and you end up being all fragmented and distracted constantly. Exactly. And, uh, the other thing is going to get a flow going way also have these phones that are full of notifications, any ping you get any tweets, you get any tax message, you get all the e mails there, these things that were changed, you know, technology. While it can be a great, great accelerator, it can also hold you back and hold you in chains because you’re constantly attacked on your head? Yeah, go ahead. Back-up let’s, go say this sort of gets us away from the topic about walking his work, but the with the walking does physiologically in your brain. Is it it’s fire synapses, you know? So if you were to look at there’s actually, researchers that are looking at the impact of movement on the brain and so if you look at a brain of a person who’s been sitting for twenty minutes, it’s all dark, okay? And if you look at a person’s brain, you know, doing a brain scan after a twenty minute vigorous walk it’s all lit up because the endorphins are flowing, connections are being made, and then we hear, you know, the proof of it from what metoo was talking about. And it’s also been proven in a number of studies. I think the most famous one has come from stanford, where they actually studied. They measured creativity of people who took walks, a brisk walk at lunch and creativity improved. Andi, just to make it explicit. We’re talking about walks without your phone or it’s turned off. Maybe you know you’re not you’re not allowing the distractions of your mobile device. While you’re walking, unless you use it to take notes. Okay, take note, but that’s you gets you in putting. Yeah, but metoo it sounds like you’re saying, you know, we don’t we’re trying to eliminate these distractions and also be vigorous in activity that’s true and when you’re walking it’s kind of hard to be as attached to a phone without tripping or knowing where you’re going, so i usually just go have it handy with me. Should there be an emergency that really needs me. But unless it’s an emergency, i actually have it handy if i need to answer a call or something. But for the most part, it’s. Hard to be that attached. As as you are in an office, i see people in new york city giving it a go, though yeah, there they are walking and lots of walking and texting, but but that’s not what we’re talking about here know what we’re talking about here is turn off the yarn device and go for a walk damaged overhead. Clear, clear your head. Don’t go further than that. Yeah, i think is notorious for the f word on non-profit radio a long time ago. But its memories linger. You know, world leaders. You know, obama is really famous for taking walks, steve jobs and, well, there’s a rich history of of of walking as work. I mean, think about like charles dickens. Did you know that he walked twenty miles a day, twenty miles a day? He hated being tethered to a desk. And on gina freud? No. Okay. Freud and analysts, you know? Yeah, they said, and their patient lies on the couch. But he’s fate, he was famous for walking with his patients to get to breakthroughs. I know, i know. A famous stander we stood on his desk was donald rumsfeld. He did not have a traditional desk. He stood as he worked. Now i don’t do politics on non-profit radio, so maybe that’s a counter example. Wait. Decided either way, but i know he, uh he stood and that’s that’s, that’s something that you were suggesting that you, khun, stand and work aside from walking, but standing versus sitting, yeah, standing desk. And, you know, other researchers come in, you know, it used to be okay. Go the jim. You know, i go the gym so i can sit on my backside for eight hours and i won’t suffer those how harmful health effects, but you know what? It doesn’t matter whether you’re at the top of your game physically, you still can reap the harmful effects of sitting. So what some researchers recommended this comes from the mayo clinic is the twenty eight, two. So every twenty minutes, if you sit, you work, you concentrate, you get up and you stand for eight minutes and two minutes stretching. Really? And that the idea, the mind shift is that you sit to rest your body from standing. Uh, okay. Rather than sitting being the focal. Yeah. Focus of the day. Yes. Okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g. Before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Okay, we got you. Sometimes it can be hard to follow structures like that one that i think is very worthy. And i use it in a different way. If you’re starting out and your tender session tomorrow. Are you here today and you inspired to do that? What i would recommend doing is doing something that i’ve done is pomodoro matter-ness it really allows you to set these intervals. If you just rely on your own free will to help you do this, sometimes it can be hard to create habits. They take about ninety days to form habits for something to really gel into your daily life style change at the very least, so well you may want to do is look at things like pomodoro, matted and you can and you can design that for me. It’s every twenty five minutes of sitting, i get a five minute break and then after two or three of those, i get a twenty minute walk and and that actually forces you and it’s. Incredible, you’re doing this in your day to day work day today i have a knife in you two so obviously i do want your day. Well, i do it. Yes, it is. And i do it slightly differently. I not only measure my time in increments body also measure my energy and my ability to concentrate. And i try to design my schedule so the tasks fit my ability to concentrate and always working in these smaller chunks. I do things like i do it a slightly different method of pomodoro. I’ve experimented with paula joran for a couple of years, but there’s no place pomodoro. We call it pomodoro. Yes, it’s tomato in italian because that’s the reason it’s called this because it came with an old tomato timer. And so and time yeah, you set up for twenty five minutes. And originally the context for it is that if you’re overloaded like this, you’re going to suffer consequences of procrastination and work avoidance. So pomodoro is a method for you to like eat that frog in the morning and just start get something done metoo ago you were you were sharing. I really enjoyed that. Because what i do is i get teo something i take take a project with twenty, twenty five minutes. And then even if i’m in the middle of doing this. I take a five minute break and i actually either stretch or ideo pushups or i just do a plank. And i tried to increase my duration for that. And then that’s sort of every two or three generations. And then i go and take a walk. And i will tell you that in the last year of doing that, the days that i do mamatoto matted very religiously are the days that are that i can get in one day over two weeks worth of work. And i’ve tested it several times now. In what amount of hard work in one day you feel you could do the same as you would have. That’s a maze in the dark days into weeks? Yes, including i even fit some laundry and folding some laundry in between weeks in a day? Yes, there’s. A lot of reading time. What i found is there’s a lot of closure. I want to do things that i actually make a big list before i take on a pomodoro day. Actually, you know, i make a huge list of things that i need to absolutely get done in a night. That’s my weak. Leaders and i’ve tested it several times. Normally i will be able to hit three or four or five of those because there’s so many reactive thinks about when i’m in the pomodoro matter mode, i basically check things off age of and the forced break no matter where you are in the process, it really prevents you from going into procrastination from reading one block post that takes you into another block post that takes you into yet another blood pools and that takes you to facebook and then to twitter. That doesn’t happen on pomodoro for me at least, so i would just recommend experiment with finding whatever is right for you not just mattered that works for me, but what works for you and use some technology to hope you get in the mode don’t just rely on free will to follow this palm adores it’s really not about like trying to get everything done and taking it off your to do list, but really it’s about focus and training your attention as somebody who has been doing the technology for twenty years or more like i’m like i was like that dog and up, you know. Doug squirrel. Oppcoll you know, so i consciously this about seven or eight years ago, like, trained my attention, like like i have on ongoing dialogue with myself on my opening up, another taba, my following, another social thread. And is this the task or something i should be doing? Would be doing is the best use of my time in this room, right? The eighteen minutes a day method with david berkowitz? I don’t know. What can you can you summarize it? Sure you spent. Okay. This will change your life. A change mine. And i’m right. That’s. The only reason i finished my second book. Okay, like changes. Okay, so, it’s, five minutes in the morning, you write down. What are the two or three things that you need to have done? What? Your priorities. And you reflected five minutes on the end of day. Did i get to my priorities? And then throughout the day, every hour on the hour, you beat yourself to remind yourself, am i on task? Okay. And what? Your set and you would think, it’s counterintuitive that you’re beating yourself? You’re distracting yourself, you know? Would you get distracted? Bring yourself to a center to a center center of the focus for that day. Exactly. And then you if you do that over a period of time, it really according to cubby takes what is it? Twenty one days to make a habit. Then you’ve internalized it and then used it stops beeping and you’re focused. And this helped you finished your second book? Yes. Okay. The two of you have great outcome stories. Really terrific. Impact of love. We still have some more time together. What have we not shared that we well, did we cover getting yourself out of the culture of sitting through the pomodoro method? Or so are very any variation of that. Is there maura around? Well, what? We started with this. Okay, so if we think divide this topic into the i and the weak. So we i think we have covered the you know, what do i have control of in my work life that i can change? Ok, ok. But many of us work in organizations and with other people. And we work in a culture where there’s lots of meetings. Sure. And the culture around those meetings is to sit. Yeah. All right. So that’s the challenge. Okay? We’d like to have walking meetings? Yes. Okay. And now you’re doing this tomorrow at twelve. Thirty and we’re gonna talk more about what we’ll bring it back to the office setting. I’ve forgotten, but just tell us what you’re doing tomorrow. Twelve. Thirty go ahead, return. We have a session tomorrow at ten. Thirty to twelve, where we’re going to talk about walking his work when we lay out the framework and then we’re going to take a big walk around twelve thirty with a number of conference attendees and give them an experience of discussing a specific topic while they’re on a walk with a large group. So they get to actually experience how to have a meeting while they’re walking out standing. Do you know what the topic is? Where you’re going? Decided in the session for the topic for the war. Walking comes for the ten. Thirty meetings. They’re going to be talking about planning a walking meeting. Okay, on our meat up, it will be open. It’s over that people choose what they want to do. Okay, are there all right, so let’s, bring it back to the office now. How can we help the the sitting meeting culture? Teo, get out of that. Well, you know, it’s interesting, because sometimes first of all, i think there needs to be some education around the links to workplace productivity and workplace wellness and that, you know, it isn’t a break. It really is important to productivity. And then this is not a zest your topic right at sung his work exactly. Don’t call it a break, right, it’s not like it’s not going to the gym and it’s not goofing off. Okay, okay, you’re really getting work done. So the next thing is to think about what? What are all the meetings in your life? And think about what could be done as a stand? You know, as a meeting, you know, walking, meeting and it’s. Probably best to start with a one on one meeting. Maybe a weekly meeting with your supervisor, maybe jet or somebody who reports to you and suggests that, you know, bring your sneakers to work. And you do that. Weiqing meeting as a walking meeting and maybe institute is the standing meeting ifyou’re going tio do a meeting with more people requires a little bit. More planning than a regular meeting in addition to the agenda, the purpose. Any pre reading you have to think about what your route is. You have to time the route. You have to be prepared if there’s bad weather, you know, we’re going to walk inside. You have to let people know to bring the right shoes at where their coats if it’s going to be cold and then you had to sort of make some modifications in the way that you take notes, people are you know, maybe this meeting is one where you’re discussing something. And the only thing you need to take down is the decisions as opposed to being in a meeting where you need to be looking at a lot of papers and a lot of yeah, tasking people on dh specificity, you know, okay, but you can take notes. You know, you can remember those things called pens paper. I’ve heard of them, you know, a most skin and can also now is it violating anything? If if if i suppose i get tested with something in our walk and i have my phone and i do a voice note to myself is that okay? Yes. Yeah. No, i’m we suggest a little side convo. Just we’ll just wild just for myself. Okay, so, like, well, one good thing to do in a walking meeting with a group is not to do. They spend the whole meeting walking and discussing like, you always have a little space of time at the end of the meeting to, like, summarized what the delivery bals are. And maybe you do that when you get back into the conference room. Okay, you know, and and and do that for note taking and people are fresh. Endorphins have been flowing and remember them, you know, another way to get started. It’s a little bit easier than the walkie meeting is a standing me kayman okay, we take this in increments, maybe. Yeah, depending on the culture and how willing your supervisors are to participate in your colleagues, they will do it incrementally. Yes, right. Standing, baby sitting half and then standing house, you know, crawl, walk, run, fly, ritu anything? Well, sure, i’d say that. Take it slow. Take it according to your culture and find different ways to do it. And there’s one common criticism, i hear. When we talk about walking his work, well, we have so many things we can get it done, it’s, like when you’re taking this on, start slow to start with one or two meetings and see how you’re doing don’t try teo enforce the really big culture change, you know, from the beginning do little things. Hey, do you mind when we do these meetings that we do the first portion of introductions and check ins? And when we’re reporting in what our week was like and what we’re doing, do that and maybe in a walking session and come back and take some notes as that just recommended in coming back? So find those the other couple things i would say that i have personally done that have been really helpful in and coming with from a change of culture in our organization is my default for all meetings is walking meeting now if you want time with me, it’s a walking meeting unless there’s a compelling reason why you can’t be so on. My default is no longer let’s sit down for coffee at starbucks my default is hey there’s, a park next to my office you want to meet, then let’s talk. And if somebody has an objection like, well, how are we gonna take notes again? I go back to now abets famous line. Have you heard of those bill old things called pen and a little pocket most qin and the other thing i’d say too. And the way i work with it, it’s, you know, walking meetings or subset of overall good meeting practice, and i would also talkto leadership and ask, don’t don’t you want more effective meetings in your organization? What if you were able to replace ineffective meetings that waste people’s time with meetings that are highly productive and that makes people feel great and get work more even more work done in less time when you want to do that. And that should really try it. Yeah, let’s. Try it and see you at least try. Okay, we got a couple more minutes. What have ah, not asked you yet about this. That, uh, you want to you want to share? Get a couple more. If i can cheer when quick thing. The second thing that i do besides defaulting to walking meetings is i do not take any phone. Call unless it’s absolutely necessary sitting down and that’s a very easy switch to make. Just grab the phone and start pacing, you know? Yeah, i’ve been doing that for years because i’m a kinesthetic learner, so it teach me it just helps me if i move, i think better and just and i found that if i’m like, when i wasn’t standing for phone calls, i’m sitting at my desk, checking my email and getting distracted, so standing walking on and also i think i want to emphasize to people, you know, i got started with this web stuff in the early nineties, and i had our side by the nineteen, ninety five repetitive stress is right, and one of the things i learned there was about stretching and taking this break, that it’s really important, and sometimes we get so addicted and where were you know, we use our computer keyboard is a lunch train, and we don’t get up because we think, you know, we’re not getting work done. So the one thing i would leave people with us really think about what you’re doing to your body and what you’re doing to your mind and don’t think of it as wasted time and trust us. You’ll be more productive and you’ll be happier. Absolutely okay. Productivity, creativity. Good health. Good. Reduced cholesterol. Substantially it’s. All it’s. All excellent. All right, we do anything you want to wrap up with. No, just thank you for the opportunity and happy walking, everyone. Yes. All right. Get out there and do it. Metoo sharma is yes. Is co founder and executive director of social media for non-profits and beth cantor, master trainer, author and blogger walking is work. Don’t call it a break. Listening to and joining with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Thank you so much for being with us, ladies. Thank you. Great thanks to you. Pleasure twenty steak too, and keep current after launch are coming up first opportunity collaboration it’s an unconference in x top of mexico in october for everyone working in poverty alleviation, there’s a lot of free time to meet the non-profits from around the world that are there, who you can learn from and who can help you do your work wherever it is you’re working it’s over ninety three percent sold out i’m going to be there? I got my reservation in if you are helping those who live in poverty, check out opportunity, collaboration, opportunity, collaboration, dot net, i have over one hundred seventy videos on youtube. There are dozens of conference interviews, all the conference conferences where i’ve interviewed speakers on topics like fund-raising events, marketing, communications, technology, board relationships, lots of board topics, the non-profit radio knowledge based videos are there everything i’ve done on plant e-giving and charity registration? My stand up comedy clips are there, too. My channel is riel r e a l tony martignetti and there’s also link from tony martignetti dot com to the youtube channel and that’s tony’s take two for friday seventeenth of july twenty eighth show of the year. We’re pre recorded this week, but you know how sincere i am in sending live listener love if you are one of the live listeners today, thanks so much for being with us live listener love to you podcast pleasantries wherever you are, whatever device washing dishes or otherwise, whatever it is you’re doing pleasantries to the ten thousand over ten thousand podcast listeners and affiliate affections to everybody listening on those am and fm stations throughout the country. Our affiliate network. Thank you so much for being with us. All our affiliate station listeners. Here are farrah trump, peter and cura marchenese from anti seizure keeping your website current after launch welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference twenty fifteen we’re at the austin convention center austin, texas with me now are farrah trump, peter and kira marchenese sarah is a vice president for big duck and kira is senior director, digital strategy and platforms for the environmental defense fund. Sarah sarah, welcome, welcome you welcome. Thank you. It’s. A pleasure to have you both here. Let’s. Start let’s. Start with you. What are what are non-profits not really planning around enough when they do a web redesign or maybe even a launch. Everybody gets so excited about having the new site that it’s like you bring home your brand new car and you never think about putting gas in it, much less getting the tires changed or oil put in it. And so what we focus on our session focus on in our session is all of the things that you do need to keep track. Of after you’ve brought home your shiny new website and concrete tips on how to do so, uh, what are what are some of the things that you’ll be talking about? Just tick off a few topics. How does stretcher resource is further so that you can fit more smart updating in you in your regular schedule? We’ll talk about structuring your sight to minimize the need for updates, and we’ll talk about how to keep yourselves accountable and make sure that you actually do the updates that you’ve planned on doing. Okay, farrah anything i think you want to add at this early stage, just that i think just to build on this care and i did a session three years ago at the ntc twenty twelve called is a time to rethink your website, and that session was all about, you know, first, starting with a clear understanding of your goals and audiences before you go and change the design change, the content changed the technology, wait a really great conversation with staff and everyone and non-profit staff consultants who attended and we’ve since done it and other conferences, and it spread a lot of good thinking about do i rethink my sight? So i have to completely overhaul it? Are there incremental changes i can make? Well, we realized, as we were sort of reconnecting on this topic recently was again a sort of cure was saying there’s, so much energy put into building a site, you know, redoing your sight can take six to nine months for some organizations a year, and then all of a sudden it launches you like great done seeing three years check off. Exactly, and what we have found is especially, you know, your your website. Still, even the web sites have been around for over twenty years. It still is the one of the main places supporters will go to find information about you, and it is important that that site represents who you are and what you’re about on also is somewhat current with user experience and what people are looking for in a basic website so responsive, for example, on other things, and and that means that your sight’s still has to be dynamic. It can’t be a brochure, so if in organizations made it past this idea that their website is not a brochure that step one but i still, even though that happened let’s say, non-profits and organizations got that over ten years ago. And, you know, our website needs to be engaging. Great. I still think that there are lots of non-profits out there. They build their sight, they set up the information, they walk away from it. So this idea of this session is how do you keep that site current and think about it being a living, breathing representation of your organization and a way to connect with your community beyond that launch button day. Okay, care. I see you nodding a lot. So total agreement, your did this three years ago. So you know, the beginning of this three years ago, this is this is this is the sequel, and this is how we’re keeping it current. Okay, this is the electric boogaloo part duitz. Yeah, exactly. Remember that break in electric boogaloo? I don’t know, eighties. Um, okay, so, let’s, stay with you. Ah, farah what’s your wee. Where should we start with this? Start this process. Well, karen mentioned stretching resource is further. Is that is that a good place for us to start? Yeah, i mean one of the things that we often hear when we say, well, wire websites not kept up to date or wire people, you know, aside from this feeling of okay, it’s changing a belief, certainly that i do have to think about my sight beyond launch, but more than that, we always get this conversation that, well, i don’t have enough time. I’m busy getting the next email out, i have to worry about my fund-raising campaign, we’ve got all this advocacy, this petition, we’re running, so everyone sort of caught up in the day to day their communications that they want the website to be on autopilot. Eso what we’re really looking at is, yes, we know you don’t have enough staff time, we know you don’t have enough money, what are some things you can do once we get past that acknowledgement? And so we’ve got a lot of suggestions about how you can, you know, take those limited resource is and be smart about you want people to stop saying we can’t way have this other stuff, so we’re just gonna throw up our hands and website just we’ll have to suffer exact what can we do with the limited? Resources that we do have exactly. Okay, exactly. Xero what can we start to do? Well, the first thing that you can start to do is evaluate what resources you have and how much you need, and so we’ll go through ah quick little math exercise on our site. We have about one hundred pages that need some kind of maintenance there, not a press release or a block post that has a date on it, and nobody ever expects those to be updated. We’re talking about the page, the about us, paige, our privacy policy pages about certain projects that were working on those need a little bit of care and feeding, and one of the first things you do is you say, well, if i’ve got a hundred of those and i think it’s going to take a couple hours of time, tio, get each of those updated one hundred times a couple hours that works out to five weeks of solid work time in is that reasonable? Do you have five weeks? You know, some organizations do and that’s great, and they’re a head of a lot of the rest of us, but a lot of us. Will say, oh, in two hours, that’s really not enough to update this page because i’m going to have to talk with the program’s staff who managed this manages the project, and then they’re going to have to approve the changes that i make and all of a sudden you’re like, man that’s, eight hours so that’s one hundred days and you know, where am i going to find that hundred days? So the in a lot of organizations, you never have that conversation, and you just have an out of date website in a stressed out staff. So the first thing that you can do is try teo, get it? Well, why’re we stressed out, is it because we don’t have enough help? And maybe we can hire a temporary writer to help us? You get on top of this, or have we just really taken on more than we can handle? And we need to reevaluate how many pages we have on the site. So if we can find a concrete place to start that conversation, we can start solving the problem you have in one of the things that we were talking about is like, what does? Your website being out of date really look like so that could look like everything from your board listing just doesn’t you know, you added somebody on the board two months ago, but they’re still not listed on your site so that’s kind of a minor out of date. But one of things that drives me crazy is when i go to an organization’s website and i see, like, save the date for her upcoming conference in december twenty fifth eleven but i mean, maybe that’s a little exaggerated, even last a month out exactly. And it’s like no, come back. You know, the next day i should see conferences from the pictures from the event i should see what happened. I should see the tweets, the storify, whatever it is. But i think when organizations say, like what’s new and you go to the what’s new page and it’s talking about things from six months ago again your donor, your activist, your participant is going to think you’re not keeping things up, and then they that will actually impact your reputation. So, you know, at big duck, we think a lot about your brand, so so our angle on a lot of this is hacking you your user website as a way to really continue to build a relationship with your supporter. Your website. Visitor. Whoever that is and make sure that you have said, is just enhancing their perception of you and not eroding it. And so, you know, when your website is out of date, it will start. People won’t think they’ll think a lot less of you, it’s, like coming by to your office and see that there’s paint chipping on the wall. What else? Anything you want to add to ah, what kira suggested about howto evaluate what? What? What? The task is that’s ahead of us. Yeah, i mean, i think here is laid out of really thinks about it so smartly, which is why i love presenting with her we’ve a love fest, but i think not, you know, it’s great to think about what are the pages, how we maybe minimize those number of pages we have to keep up today, but then layering in again, this idea of goals and audience is coming back to that, which is saying, okay, let’s say there are a hundred pages we’ve built the site, i can’t change it, it is what it is. I only have twenty days and not one hundred let me then focus my twenty days on the twenty most important pages, and those most important pages were the ones that maybe get the most traffic are most critical to any initiatives you’re running and are really the ones that your audience are looking for. Not necessarily the page at the executive director of the board chair tell she was most important, which is another congressman, we’re definitely gonna get into the board and senior senior leadership, they have their opinions as well, but it becomes very difficult and even your own staff. You know, one of the things that we’ll talk about is that editors and writers really like making things that are new, and there i won’t forget the first time that my online writer realized that it wasn’t it she’s pushing the rock up the hill, and it comes rolling back down and she’s got to push it back up again. We got a page lunch and she had really worked hard on it, and it came out great, and i made the mistake of saying to her right after it launched like, oh, great! And then the next time we come back and revised this page, we can look into this bit of it, and we’ll have data about that and the look on her face, who’s, just don’t make me do it again. You don’t have to do that again. And so it’s, not just the senior executives who are pushing us to do things that may not be really what’s most needed no it’s, always fun to do something new and it’s. Not as fun to go back and redo something that you thought was done a year ago let’s probe this little deeper when we’re getting of suggestions from boards, senior leadership, how do we how do we manage that on anybody? When, when, when their suggestions are misplaced, right about priority? It all goes back to what sarah said about goals and audiences, and if you’ve built a strong understanding with all of your stakeholders about what your priorities are and how you’re going to connect with your audience is then it’s easier to go back to that is a foundation and you know, if you can say yes, i understand that this is important to you, and when we’ve when we look at what people are looking at, there is a mismatch here you khun service that and have that conversation with them if you haven’t reached that agreement, it’s a lot harder to shift that conversation later, and i think when they come to you and say we want to change its pages, ask questions, why? In who? You know, why do we need to change it on dh who really needs this page? Updated who’s looking for something new that’s not already on there and let me tell you a little bit based on those thinking about the wise and the who’s, what i think we should be focusing on now, at the end of the day, i could say all i want to say about that as a consultant, but you live in an organization, and sometimes you have to listen to the senior leaders, but i think you can at least try and have a strategic conversation as much as possible, and you can set the agenda as well. You know, we don’t wait for our senior communications executive to find a page on the website that he thinks need to be needs to be updated. We tell him here the pages that we’ve decided to focus on for the next three months and here’s what you’re going to get from it. And so by framing the conversation again, back to the goals and audiences, you can take more control of it. I’m being proactive with that, i think you know, the other thing i’m thinking about us were talking, and we spoke again a lot about this previously, which is, i think organization non-profits have to make the shift of thinking about their website as a program, right? So you know what i mean? Like so if you think about the programs you’re putting out in the world, whatever those those maybe whether they’re in person, whether their, you know, whatever services you’re providing, if you think about your website as a service you’re providing, then maybe the idea of giving it, you know, love and attention and care and feeding feels a little bit more comfortable. I think when people still think about their website as this, you know, printed, you know, like the statics for tools, the support tool, but not a living breathing mechanism that could help advance your mission and connect with people. That’s what we’re really talking about. Excellent. I love that love that idea think it seems very simple programs, and it is so fundamental reputation, right and reputation and brand that all sang like that we’re thinking about exactly let’s move teo structuring the site two to help to minimize updates who was firing? One continues, i’ll speak briefly, but i think here has a lot of great things to say here i think you know when it comes to when your first structuring your site it’s important to think about what are the priorities that my audience is looking for again? Not necessarily what i’m what the senior staff for any staffer looking for, but it really ask the questions if you have an existing site doing user testing, finding out really what the community wants from your website again thinking about it as a program, and then once you’ve structured the site, i mean again asking those questions that, you know, in six months from now on, we’re looking at all those pages we have to keep up to date how we done ourselves a disservice. Certainly i’m not saying you should build your sight in a way that it doesn’t have to be updated. I think it’s important again for that website to be a living representation of your organisation, but maybe minimizing the number of pages that might have to get those updates and think about, too. What are the pieces of the site that need to be time sensitive and need to be up to date if it’s the description of you know your mission around a particular project area that’s probably. Not going to change. And you should probably structure it in such a way that that part of the page is is evergreen. And there might be things around it that change. There might be a little news box next to it that has blood posts and press releases saying the newest things about that program. But if you don’t have tio embed it all together so that you have to rewrite the entire text, you know, every three months, you’re going to save yourself a lot of time. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. You must have other ideas about that physical structure around around timesaving go ahead, please. So another one is, and this one is a little harder to explain without the screen shot in front of me, but what we used to dio is, you know, every page had a bunch of sub pages, and anytime self they needed to be updated on one of the sub page you work on the sub page, it would be this longer, bigger piece, and then, you know, you’d have to go to the page that was above them and like you had all these updates in different places, and what we’ve done is just eliminate a lot of that, and so will have an overview page that has, again the evergreen overview of here’s, the work that we’re doing and why it matters. And then we’ll link off to a few more timely things, like a block post about it or a press release, some kind of statement or testimony, and when that piece ages, we just delete the link. And so we keep that high level overview of what we’re working on and why they’re little supplementary pieces of it that give you a sense of what’s going on right now? But we haven’t built it in the structure of the site. We haven’t created extra pages, we haven’t, you know, built it into the menu, and once you build something into the menu that’s really tough because if you have four things in the menu, every one of them has to be updated. But if you could just have an overview page that refers to for things, you give yourself a lot more flexibility. Excellent, excellent! You got more that’s, a that’s, a great one, i think that’s about it for a structure there. I missed anything. No, that sounds good. I mean, one of the other things i knowthis is neatly under structure that we talk about is sort of using the work that you’re doing another channel. So let’s say you’ve got this great instagram presidents or you’re really active on facebook or you’re tweeting a lot and thinking about how to embed or bring that content in as a way to keep your sight feeling dynamic and what’s the right places for those things. Where should that live on your site? How should it live on your site? That’s another thing that we have people think about, okay, so it’s possible to have more than just a little little box recently sent tweets exactly what more can we didn’t mean? You could just have the most recent tweet you could, depending on how sophisticated your twitter ah, you know your your twitter tweeting is if you use specific hashtags, you can connect those hash hoexter appear on specific program pages or bio pages if staff members are mentioned by name or by twitter handle okay, yeah, things like that so just being like taking it up a notch, being a little bit more sophisticated with how you bring it in, but while we’re talking structure let’s also go into deep structure, which is actually the platform that you’re on. And this is another part of website e i love that i asked you before you kind of threw up your hands and and then a man came back and now now it’s come back in a deep strike now we’re getting deep deep here throw this goes into the category of invisible ways that your sight can be out of date, you know you can come to my site and you can’t tell easily if i’m running word pet press three point seven or four point two, but it matters, and if you fall too far behind on those updates, you open yourself up to security risk as well as not being able to take advantage of the latest developments on your platform. And this is something that i think a lot of the content specialists just don’t have on their radar and it’s something that you need tio have a sense of how often your platform updates, which are the updates that are important for you to take advantage of and then work with your vendor or your in house team to make sure that, you know, you’re sticking to a schedule and you’re not falling too far behind. Yeah, i mean, i think websites have sort of two sides, right there is the front end, which is what the user experience is what the person sees, what they can tell is happening with the organization based on your site, then there’s the back end, which people love when i say back in, then there is the back and that’s where they’re headed, right? And, you know i think you think people are thinking that because i’ve had people say it’s, because your mind is in the garden sometime sometime, i here i am back in altum now, maybe i don’t i don’t have the same day, and my body studio is okay. So the on the back end of the website, we’ve got your content management system and your constituent relationship management system, and sometimes the cms sincere amour love lovingly integrated sometimes they are two or twenty different systems that are connected to your site, depending on how you have it set up and it’s important again to think about as a staff you’re worrying about how those things work in secures point, you need to make sure you’re paying attention to both sides of the equation s so that the site is not only again representing you well, but also doing all the work it can for you and and supporting your fund-raising your outreach, whatever it might be that you need those systems to be working well and up to the latest date of what they can do for you care. When we did an overview, you mentioned accountability keeping you’re keeping yourself accountable, what’s what’s this about. Well, once you decide that you are going to stick to a certain update schedule, i mean it’s like sticking to a diet, right who’s going to be able to do that completely on their own without any sort of reminders or accountability, some of us can, but most of us can’t, and i can tell you one thing that definitely did not work for us, which was having the systems and automated reminders, you know? Hey, tony, this page is out of date, you might want to check it out just became anxiety producers and it’s so easy to ignore them because the system won’t know if i don’t do anything about ignore exactly. And so one of the things that we found is that in order to hold yourselves accountable, you really need a person to be part of that and there’s usually somebody on your team or associated with your team in some way, who is going to be open to taking on that roll. And, you know, one of the things that i encourage people to do is figure out who that person is embraced that about them, you know, used. There, there their charm and organizational skills. Thank you. Fair lovingly nudging. Yeah, and you know that that’s going to be the person who has all the spreadsheets and gets really anxious when deadlines are approaching, you want that person sharing that that skill with the rest of your team? Because otherwise it’s just too easy, like farrah was saying in the press of all of your communications and email schedule on all of that to just let this thing that feels not as urgent slide, but, you know, you do that too long, and all of a sudden you have five weeks of work backed up that you could have been tackling a little bit like a project manager function. Okay, the other thing we talked about this is about accountability, general, with all sorts of things is the racy model? Do you know that the r a, c i so that stands for responsible, accountable consultant informed, and the idea is that at the start of every project, you think about those different roles, so for example, we may be accountable to the executive director, but they don’t need to know they’re not they’re not responsible for things. That they don’t even have to be consulted are informed they just want their they’re ultimately accountable. Maybe they have to be informed, but the communications director has to be consulted, and then the communications manager is the person who’s actually responsible for getting it done. So thinking about those different levels of where people have to weigh in so that you’re not, you know, waiting on this, you’ve got this long list of pages, you have to go through ten people thinking about people’s different roles on that accountability scale could be very helpful, okay? And then another thing that you can do in addition to getting a person involved is think about how you’re presenting to yourselves, the work that needs to be done. So, like i said, it doesn’t work to just have a system generated email land in somebody’s email box, and nobody knows it’s there one of the things that has worked for us is to do a chart and the amount of red on the chart shows how many pages have past their expiration date on the site and visual yeah, eso to share that publicly and then there’s a sense of sort of shared accountability like, oh, how did the red get so big? And i’ve actually had the editors say, wait, can we wait just a couple more days before we make the next charge? Theo? Yeah, exactly out of the rain. It looks so much better if we could just getting forty eight, forty eight hours. Yeah, exactly. And so figuring out what the right tools are to motivate and and get your people feeling the urgency about it, i think it’s going to be different for every organization that’s one that’s worked for us. All right? We still have another couple minutes together, like, another three minutes or so. What? What else do you want to share that we haven’t talked about yet? I mean, one of things that we sort of end the session on is that people should make a road map for themselves. What? What should they be doing? As you know, is a result of thinking about this. What do they think they need to do immediately? That might be doing a sort of friend and sweep of the site and figuring out like, oh, my god, we have that, you know, what’s new section that hasn’t been updated in two years or, you know, put out the immediate fire is the low hanging fruit, as we like to say, so make a road map of what do i need to do this week? This month? What do i need to do over the next six months? What do i need to put on a schedule for next year and just really plotting out? What did you and making yourself unorganized way to think about it cause there will be it’s like anything? Lots of anxiety around this issue? Oh, god, and it really is i was doing it wrong, or i’m worried about it, but just really just try and plan it out, map it out and think about where is the biggest thing you need to put your attention on with the resources you have, kerry wanna add anything? Just that this is never challenged, that anybody has completely conquered, and even though i’m up here, you know, sharing tips and wisdom that have we’ve come across our site is not up to date entirely, you know, we haven’t gotten rid of the red on that chart, it’s, very brave of you and well. I’m sure if you poked around hard enough, you could find something that was obviously out of out of date. So it’s also being kind to yourself and acknowledging that this is something that you’re going to be working on for a while. All right, we have to do a shout out. Tio sarah, sarah, durum who’s the cold herself president or ceo and president the grand poobah i call her the big big duck of big. Alright and today your birthday have hurt the chariots. March forth it is four. So happy birthday sorrow they sarah happy twenty nine. Yes, of course. And she’s been on the show. She’s wanted me to get you for some time now. Here we are. Here we are. All right. We’re gonna leave it there. Thanks for having us. My pleasure. Thank you very much. Kira farrah trompeter is the vice president? Maybe someday i don’t know. I don’t know. I like it. So it spread like vice president you do. Alright, vice president of big duck. They’re consulting agency thinks a lot about brands and reputation in new york city. I’d like to visit your office any time. And kira marchenese very good, thank you. I names are important. See she’s, the senior director for digital strategy and platforms at the environmental defense fund and again farah kira, thank you very much. Thank you, thank you, stony martignetti non-profit radio coverage of ntc non-profit technology conference twenty fifteen at the austin, texas convention center thanks so much for being with us. My thanks always to everybody at inten the non-profit technology network loved being at that conference each year, and i’m sure i’ll be there next year. Also next week it’s our twenty fiftieth show next week we’ve got giveaways in studio guests all the regular contributors have a comedy sketch, live music, a new sponsor and lots more going on two hundred fiftieth show fifth anniversary of the show we’ve been doing this each week for five years be with me next week are two hundred fiftieth show july twenty fourth. If you missed any part of the two hundred forty ninth show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation it’s an outstanding unconference that will ruin you for every other conference it’s over ninety three percent sold opportunity collaboration dot net our creative producer is claire markoff. Sam labor, which is the line producer show social media, is by susan chavez, susan chavez, dot com and our music is by scott stein. Thank you, scotty, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 10, 2015: Reach The Rural And Marginalized & Discovery Visits

Big Nonprofit Ideas for the Other 95%

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Osvaldo GomezReach The Rural And Marginalized

Osvaldo Gomez reveals lessons learned as he used online, mobile & cloud technology to improve health care outcomes in hard to reach communities. He’s technology director at Upleaf. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

 

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Oppcoll 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 am very glad you’re with me. I’d bear the pain of mass toid itis if i had to hear you say tony, i missed today’s show reach the rural and marginalized osvaldo gomez reveals lessons learned as he used online mobile and cloud technology to improve healthcare outcomes in hard to reach communities. He’s, technology director at upleaf we talked at ntcdinosaur non-profit technology conference hosted by the non-profit technology network and ten and discovery visits thes one on one meetings are critical to your prospect research maria simple, our prospect, research contributor and the prospect finder make sure you’re getting the most out of them. She also shares her recommendations for summer conferences throughout the us that will help your prospect research on tony’s take two important legal stuff responsive by opportunity collaboration that working meeting that unconference on poverty reduction that will ruin you for every other conference. Here is osvaldo gomez from auntie si. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference it’s day two were hosted by intend the non-profit technology network and we’re in austin at the convention center. My guest is as valdo gomez he’s, technology director for upleaf. Welcome, osvaldo, thank you for having me, it’s. A pleasure. Your topic is using technology and online communication to reach rural or marginalized populations. Excellent that’s, a riel niche topic before we before we get into it, and we have plenty of time to do that let’s, define the rural and marginalized. How do you consider those? So i think that the most important thing is to understand that. There are lots of populations that could be considered rule. Remember, analyzed the most. The most obvious one is hispanics. There’s, obviously a language barrier. There’s ah, you know, on documentary me grant. So are other circumstances that by default, you assume that it’s a somewhat marginalized population, then when you add up hispanics that live in rural areas, then they kind of have the double warming. Okay? We’re very hard people who are very, very hard to reach exactly online. Kind of off the grid. You all right? Do they have? And this is really dangerous. Got nowhere generalizing about lots of different populations. Exactly. But we’re talking about the hispanic population because the work was with the hispanic access foundation. Yes, correct. Okay. All right. So how can we with with recognizing that were generalizing? Yes. They didn’t have mobile devices largely. So that was very interesting for us to learn. When we started working with the project, we realised that the the word three things that could help us first is online communication. Because because you are it’s, a nationwide effort, it’s really hard to get to everyone in person. And there was a grassroots component to it also yes, there were. I don’t want to take you off your way have plenty of time don’t want and so they it was hard to get to everyone in person and they was also expensive to get to everyone through attritional media. If you do tv it’s very expensive. So the obvious choice was to go online. Okay, online number one. Exactly. Then the next one is mobile devices and mobile devices helped us. No, no, not just in the front and just, you know, because people like you are saying there’s a high incidence of smartphone use there is there’s there’s good penetration? Yes, even among the marginalized in rural. There is this ok and then but it didn’t also didn’t on ly helped us there. But it also helped us in the back in for us to actually run the operation. So when we were doing aggress receive into then it made sense to have the staff that was running the event using in their case it was ipods and using a mobile device because it allowed them to do data entry on this part. Okay, so for the back end also there was that there. Was online. And then is there a third of that is yes. Oh no eso so we said online communication and we say mobile devices, the third big part of this was clouds services, okay? And that is kind of the perfect pair for mobile devices, because then you have this holy infrastructure of this whole team on a national level connected and connected are low cost, which was really important because obviously it’s a non-profit it’s, not unlimited funds. And so those three things were the ones who allowed us to really reach this population. And what we proved with this project was that using online communication, mobile devices and cloud services, you can effectively reach rural or marginalized populations at a national level with a very small core team on a low budget. Alright, very exciting. I love i really i love the niche so let’s dive into it. What were the first steps? So what we did was essentially use a whole host ofthe tools to get to do to do this. We didn’t discard mass media. Well, let me ask you first, what about assessment? Determining where the people are, what they’re levels of connectedness are well, that was easy. There’s there’s a lot of information about distribution of hispanics and in our presentation, there’s a very cool map that shows you the share of the population for county that is hispanic. Ok, so there’s this’s and this is all in the us exactly, and and that the census is of the first go to place, and then it’s very easy to flag where to go, but in their case what they did, because obviously this has to be funded, so they had to prove the concept. And so they started in houston with one community, and when it went really well there, then they expanded to five communities and then more and more, and then four years later, they’re reaching eighteen states in the united states. Obviously, the goal is to get toe all state offgrid taken incremental with a community and then a bunch of states which is that’s a big leap on praveen eighteen states exactly and it’s very important to prove to the donors that the money’s will spend that you’re doing a good job, and so they’ve been doing that very effectively, and i think that the those eighteen states have bean chosen based on you know where you’re going to have the biggest impact. Of course states like texas, california winning first, how were they able to measure? And we can go? We can come back to this later on just you’re just sort of overview. How were they able to measure outcomes or definitely had an impact? The biggest tool that they used was a sales force system on this system was what the field team used. We’re on their ipods on the field, and it was what the people in washington had also available in this system runs the entire operation. And so everything that happened if you attended an event that data was entered, if there was ah, say that ran on your show that was logged, and ultimately once you put once you do all that data entry and in a decentralized way so that every user does their part, then because you have an integrated system, it all comes together, and then you can report on it more effective. Okay, so so the outcomes were points of contact. That was one part of it. The other thing was, first of all, we would do we still do post event surveys, so we collect data from people, and we collect data from the speaker about how the event went, how what you learned, and we kind of tried to gauge whether they actually learn the talking points of the okay. All right, so it was more than just a contact. But what was learned exit from the contact of the event, exactly. The other thing that we did make love sense they’ll think what it was a huge population study to evaluate whether not only they learned because there’s through three stages for for behavior to change, you have to have knowledge about, you have to know that there’s a problem, you have to be motivated to change, and then you have to have access to the resources you need to change. And we’ve been addressing all three but to be able to prove that the last one, the access and the action took place and we need it to we needed to do a study. So we did, and we proved that when you were able to educate people through a grassroots event with a community leader that they trust and kind of build that knowledge and create the position of risk. For example, we did a one big part of what we did was cancer, breast cancer and colon cancer prevention. Yeah, i was going to ask you about what some of the messages were, but go ahead, we’ll get to that. Yeah. And so for that you have to actually make sure people got tested screened exactly. Eso this study allowed us to prove what the success rate wass and, you know, out of all the people that attended this event that received the information, the motivation and was made available resource is for them to go get tested. How many actually did get this all right? And the results were very good on dso we’ve bean just building on that and improving over the years to make sure that that we reach us many hispanics as we can. Okay, really cool. And of course, you mentioned sales force. You’re doing this on a low budget sales force, of course, donated except for non-profits i think it’s up to ten licenses, i believe. Yes, that right salesforce’s free for non-profits. Well, the first and licenses are donated, and then you get a huge discount for the one after that, okay, it’s huge on for these organization in particular. So far, they’ve received three hundred three, six thousand dollars worth of donations part of that or most of it from sales force. But a lot of that also from google through the google non-profit program they run google ats donated by ghoul okay, one hundred percent you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way so let’s, talk about some of the tools that were used, so we’re we’ve we’ve touched on sales force. Yes, dribble used ripple. Yes. That’s that’s a quaint listeners, maybe more, probably more familiar with word preston droop a lso. Explain what dribble is drew police, a condom management system platform and it’s being used very widely. The white house website is built on drew people really and so it’s, very popular and very robust and it’s amazing the nuggets you can learn on non-profit radio. The white house platform is not is not word press or even customized. It’s ah, droop a little bass. Yeah, all right. And so there was non-profit radio. I’ve been telling you for years. Listen to me. Listen to osvaldo. And so the main thing is, whenever we chose the technology was is it open source? Or is it donated or discounted? Because no, the savings are remarkable and so do people was what we used for the front end sales force for the back end. But then they also because this is a distributed team throughout the country. They needed to be able to claret. And so again with a google for non-profit. Program, they were able to get google maps for free and so their e mail their calendar, they can do hangouts and collaborate and and also have a share, dr using google drive and so using all of these tools, they’re able to stay in touch, to stay connected on to coordinate. And this goes not just to do the core team in washington, but they also gave ipods to the field team to the community and faith based leaders in the community so that they could stay connected with this network. So they expanded their teams through volunteers essentially very, very effectively, through the use off the mobile of isis on the clock services and, of course, online communication to distribute the information. All right was was was more of the communication mobile based than than online because because there’s a greater penetration of mobile devices than there is desktop and laptop computers. So what we try to do is i mean, i guess i mean mobile native or was it was a more online and then mobile mobile optimized exactly that’s the that’s the the key because of cost it’s very for non-profits it tends to be prohibited. To have a nap for every platform. Especially when you have to. Do you know it’s andre for so many different devices. And so web apps or web solution’s make more sense. Okay, okay. Let’s, turn to the grassroots component of this. Because that was important. A huge yeah. Very important was not just online with, i guess local community organizations that are trusted in the low in the local place. Exactly. And trust that he’s a key word. Because, you know, an undocumented immigrant is probably not going to trust on outsider to come and tell them. Let’s. Let’s, gather you all in this room right now and talk to you. And so being able to reach them through the church that they attend, or through the community center in their community that they already trust. And the people eating there that they already trust andi, instead of having an outside and talk to them, have the leaders that they already know talk to them about the specific topic was very, very, very important. So the organization try to engaged these leaders on dh. Right now, the network is two thousand people strong throughout the united states about more. Than two thousand leaders throughout the united states are connected to this organization engaged by this organization and participate and lead these events that are happening as we speak that’s, the hispanic access foundation. Yes, we’re all the messages about rest in colon cancer. Well, that was part of it. The address they have for areas there’s, education, there’s, health, of course, and the kid. The cancer project, is an example of that. There’s also finance on dh. There is the environment, and the reason why these four are important is because in the case of finance, what, what they realized this. You have to help people improve their lives throughout, if, if there’s, no money, there’s, no health, and so being able to. And the main thing for for immigrants is. Being in the numbers being in the statistics and so submitting your taxes, even if you’re undocumented is huge because if at any point in time, in future there’s immigration reform, you have to have that history that you’ve bean reciting innis they file your taxes compliant for years exactly all right, all right, and that’s a huge thing because there is no tradition in america of doing that. So educating people that in the united states you do have to file tarsus taxes regularly is a big deal. What were the outcomes you were measuring in thie environment, part messages. So the thing about the environment is that when you pull hispanics, they’re all very aware of it. They were aware that you have to preserve the environment, that climate change is important, but many times, even though they want to a lot of hispanics living or been city in urban areas, and they don’t really get out much besides a lot of doing a lot of work and so being able to create a world, especially among the youth, that all these national parks are available to you that you have to take care of them if you go to a national park you take care of. It was very important because he created this more well rounded. How did you measure citizen? How did you measure the impact of those national parks announcements? So the idea is beyond announcements we actually organized tours and took people there. And so the post, sir, the post even survey was very important to gauge how how many people numbers attended the tours and what they’re what they learn and how they felt. Definitely excellent. Excellent. And what about on the education side? Were the messages there? There was a lot about making sure that the people can, first of all, with those very interesting price about distributing books two, two hispanics and creating their habit of off reading of learning. So so that was a big part of it. But i think that the most important take away is that it is possible that a non-profit with a low budget, a small team can really use thes three tools online communication, mobile devices and cloud services to reach very hard to reach populations effectively. Yeah, excellent. All right, now we still have a good amount of time left. So tell us were there any other tools besides the a dribble sales force and and the google maps that were that were important? Yes, so they’ve used a whole whole host of things. So one one, because this is all valuable, i mean, even if you’re not trying to reach rural and marginalized pompel definitely in terms of low cost, valuable, you know, really helpful tools for for non-profits we’ll definitely yes, whatever whatever work you’re engaged so well, what else was valuable? So they important thing i think we think sales force the top exchange what the application store that they have is very important because there’s a lot of free it’s, a sales force petition store, the ap exchange, okay, okay, and they having these aps available for free was huge because it allowed us to expand the infrastructure and do more things than what the course ellsworth system can do at a very low cost. The most important one for them was project management, and you can imagine running in national operation with a bunch of volunteers spread throughout the country, how hard it could be if you don’t have the system in place to manage every little to do and organize things and so there’s a free up in the ap exchange called milestones, pm milestones milestones piela all right, there’s, a free program management tool that you can just installing your in yourself was application and having it in one system was huge. There are others that are there’s. A lot of you know is outstanding to me because first of all, sales force is free. First ten first, ten licenses so let’s do. Our audience is small and midsize non-profits excesses him. They probably don’t need more than ten licenses, but anyway, but then there’s a deep discount beyond that. But then the then the everything in the ap exchanges free. Well, not everything but a lot of it, but just wanted this project management, which is again called milestones being ostomel p m free, so free sales force and then free add on and obviously valuable because it’s, managing a project of two thousand volunteers across eighteen states, exactly really outstanding. What what other tools can you share? So the other thing that we did was looking for whatever was donated, open source or discounted and so in terms of email marketing, very good. Response has a at that point, when we started, i think they’ve changed a little bit recently, but they had this donation program that you would get the first ten thousand emails for free and so for them it made sense to start without because it gave them a in an instant saving, even if they had to pay for the extra write emails he gives them gave them just like socials gives you this instant push, and so but the beauty of it is that it integrate two cells were so they could go toe one place and do everything they needed to do so. Vertical response there’s an app in the exchange from vertical response that allows you to integrate it into cells. Whores it’s remarkable that’s outstanding these air this a great great resource is really alright. I’m adding vertical responsible list now that’s that’s um that’s! Excellent! What else could please more? What else should we use? Share don’t don’t hold back with tools are there so i think that they being able to when you, when you combine all the key tool that i think it’s very important to understand that they would didn’t exist. A few years ago is this mobile devices in the case, in their case, the ipod and they they had ei paso were connected to a cell network so they could be moving around and doing that entry. But even if, even though it’s not donated or free having a tool for a relatively low budget that you can distribute two people, you know, remote for them to work remotely is huge and being able to use all of the other tools sales for his google labs and all this stuff through this device really empowers people on what we saw was, you know, a pastor that’s, sixty years old and had never had access to a device like this, getting training and having so much enthusiasm for learning to use this tool and then realizing that it really helped them, even if it was a little scary at the beginning, it really helped him do what he wanted to do, which is help people. All these people, they’re not any for the money, obviously. So they really want to help people. And when you give him a tool that allows them to help more people, they just love it. Love that of the story of the pastor let’s spend a little time our last couple minutes on lessons learned on the the and the grassroots level, so we talked a lot about the digital onda technology side let’s talk about the the personal side, the people side of the grassroots work, some lessons learned there, yes, so the key thing for us was don’t go it alone, partner, and the profits are very good at doing that partnering, but in this particular case, it’s key because you can’t go into a community that is already a little off the grid and pretend to be an outsider and be heard and access people, and so being able to to go to get to these community through people they trust was very, very, very important. Now, these people also need to be able to trust you as an organization. And so a lot of the work that the spending explanation did was reaching out to these pastors, getting them into a room on dh, showing them everything that was in the works. Everything that we’re doing, this is our this is even how we’re handling data. This is how we’re handling privacy if we collect data from an undocumented immigrant, we’re not sharing that with anyone and creating that trust between the organization and the leader was important because if the leader trusts you, then the committee trusts you and i think that’s the biggest takeaway from this there there vouching for the larger organization exactly local leaders are vouching for exactly they’re putting their name on the line. And so they want to know that you are really for real trust critical both between the organization and the leader and the leader and and the people. And then you’ll get the third you get the third leg of the triangle between the people and the organization, exactly, little by little. And then okay, well, then i would say, and then the messages will be trusted except by little. Sounds like there’s something there? Yeah, so? So even so, we’ve been at it for a few years on dh. What we’ve seen is that you go in the first time pastor or the priest, in some cases, partners with youand brings people in and educates people the first time the attendance might not be. You might not feel the room the next time you do, on the following time, then they they asked for, and i think that there’s a real need for information people just don’t really they don’t feel comfortable asking for it. Yeah, all right, but but they they open up? Yes. Okay, we have another like minute and a half or so. What else? On the personal? The grassroots organizing side. Other other lessons there? Well, the other thing is don’t be afraid to use technology. This story about the pastor that was kind of scared of the beginning. It was very easy for everyone at that point to say, well, let’s, just not do that let’s go to back to paper latto pencil on paper, but that has a huge cost over the long term, especially for you to actually measure impact and don’t and so don’t don’t not being afraid off putting people out of their comfort zone and telling them let’s, do this let’s do it together and it’s okay is important. And i think that that was a big lesson for for me, because a technology guy, i thought, everybody, we’re going to say, just say, yeah, sure, that’s it, andi, wasn’t it? Took some convincing but beeper system because ultimately, once they get used to it, then it becomes something that they can’t work without. Oswaldo gomez, technology director for upleaf very inspiring story that’s outstanding. Thank you very much for sharing. Well, thank you for having me at my pleasure. This is tony martignetti non-profit radio coverage of the non-profit technology conference and t c twenty fifteen. Thank you so much for being with us love the story that he shared lots of valuable information, even if you’re not trying to reach the rural and marginalized, but just about free and very low cost resource is excellent. One let’s do live listener love and let’s start abroad. Seoul, south korea always with us gratefully. I’m very, very grateful. Anya haserot soul guangzhou, china ni hao, we’ve got jakarta, indonesia very glad you’re with us live listener love to jakarta and tokyo, japan also very frequent listeners. Konnichi wa in bangladesh, we’ve got listener in dhaka i’ve been there. I spent a day in old dhaka but spent several days in ah in the capital generally welcome dhaka and also in brazil. Camp in ious live listener love how about domestic ridgefield? New jersey. My dad used to teach in richfield ta ta ta ta ta ta. Instrumental music in the elementary schools in richfield, new york, new york. Thank you very much for being with us. Cranford, new jersey, hubert, north carolina and oxford, maine. And i believe oxford main maybe. Read stockman. He was tweeting that he is listening in maine that maybe read live listener love main north carolina, new jersey, new york. Thank you very much for being with us. Tony stayed too. And the open movement coming up. Uh, pardon me. The discovery visits air coming up. See, i need an intern so i could blame someone when i make a mistake like this. Tony’s take two and discovery visits coming up. Where’s the intern to blame. But first i got to talk about opportunity. Collaboration. It’s ninety three percent sold now. It’s, thea unconference in x top of mexico for non-profits around the world grantmaker zoho social impact investors, venture capitalists, academics and companies. If you’re working to reduce suffering anywhere in the world, you need to be at o c. There are no plenary speakers. There’s no power points. Every session is in a circle. Obviously collaborative three hundred fifty people and there’s lots of time. Deliberately set aside for meeting each other. I was there last year. I’ll be there in october. I did get my reservation in opportunity. Collaboration dot net. The video this week is a new entry in the non-profit radio knowledge base. Important legal stuff. Jean takagi. You know who he is? Our legal contributor and the longest running contributor to non-profit radio uh, four years. He’s been with me four years. He’s, the principal at the non-profit and exempt organizations law group in san francisco. That’s his, you know, that’s, part time gig. But most of the time he spends with non-profit radio he’s been with the show. As i said four years and i chose the best stuff from his four years. And i added it to our knowledge base. And the video is at tony martignetti dot com that’s tony’s take two for friday tenth of july twenty seventh show of the year. You also know maria simple she’s, the prospect finder, a trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor. Prospects now, she’s. A diet of dirt, cheap and free. You can follow her on twitter at maria simple. Welcome back, maria. Maria so i give this screen here. How are you? Where you been? What’s going on there? What do you think? That’s? Too much that’s. Too much. I had myself on mute while you were doing on minute announcements there. Sorry about that. Um, i’m glad you’re with me. Welcome back. Absolutely. Thank you. Pleasure. We’re talking about discovery visits today. These, uh, he’s let’s, define the discovery visit. And then once you explain why you think they’re so critical, the prospect research well, you know, as prospect, researchers, unfortunately, we don’t have access to every little piece of information that would be useful for you. As you’re thinking about cultivating or soliciting someone so actually sitting down face to face with a donor is going to yield so much insight about what motivates them, why they love your organization and potentially yield larger gifts for you down the road. I blogged this a while ago, and it may be one of the first times that you and i met online because you commented on it. But i don’t think you were on the show at this point. But i blogged the value of face-to-face meetings and i was not. Diminishing prospect research online and all through all the resource is that you and i have talked about from chambers of commerce and libraries toe online resource is wasn’t diminishing those, but yeah, the value that you get from having lunch with someone i happen to like doing it over meals, but whether it’s over meals or a meeting in their office or a site visit to your place, those could be great buy-in you just pick up so much just by talking to somebody for for an hour? Yeah, yeah, and and definitely even in the body language alone. So you start steering that conversation in a certain direction, and you see people getting uncomfortable or fidgety or ah, in the opposite way, if maybe they start leaning in and leaning forward and looking like they’re really engaged with with what you’re talking about, perhaps a new program that you’re looking toe launch and get funded, all of that can yield so much great information for you. Sometimes it could be a little awkward. You hear things that you, you’re not sure how to document, and we’ll talk about the importance of doing that, like, you know they don’t really like the ceo or your boss? You know, are there glad that you’re at the lunch with them and not this other gift officer? Yeah, and you do have to be careful about that. How you document that? Because, you know, a donor does have the ability to walk into your organisation at any time and say, let me see what donorsearch crowds you have on me. So you think you would want to document it in as a subject in an objective manner i should say objectively think of yourself as a a nen vested gate of reporter, right? When you’re trying to write down what the comments were so you might, you know, just right, you know, they did not seem particularly interested in the new x y z program and period end of story. Now we’re talking about the documentation it’s critical to save this in your hopefully have a cr m database, right? A donor database, cr m someplace this has tio this information you know, it’s what we call, i guess institutional memory, right? And you’re not going to put me in jargon jail for that? Are, you know, that’s a pretty straightforward one. Okay, i don’t join you for a while if you as a development officer or is an executive director, sit down and have a conversation with someone, and then you decide to leave the organization a year later. Ah, and then the new person takes over and goes in and has a visit with this long time donor sort of starts asking that same set of questions that donor’s going to kind of look at him like, don’t you already know this? Because i’ve already talked to your predecessor about what my interests were, etcetera. So you really do need to make sure that you are taking, you know, the time and it’s time well worth, you know, spent just documenting what happened during the conversation. What were the critical point? What were the things that need to be followed up on? You know, maybe it’s a timing issue, maybe they say, well, you know what? This is a really bad time for my family right now, but in two years we feel that our finances will be in a different situation, you’ve got to get that documented and that’s an ideal example of one of the many, many things that you’ll find out from talking to somebody that you’ll never find online or any other resource is it’s talking, you gotta you gotta drop people out and and they love your work, otherwise they wouldn’t be meeting with you, so they’re happy to talk about what it is they love how, how their situation can impact your organization. I mean, positively or negatively, you know, like you’re saying, this is not a good time for us, you know, we just had a downturn in my business or from death in the family or, you know, whatever i mean, stuff you’re not going to find out anywhere else than talking to people, you’re absolutely right. And, you know, one of the interesting things, too, is you sometimes when i’m having conversations with with a non-profit maybe it a networking event or at a conference or something, and i’ll last generally how is your fund-raising going and then steer the conversation towards you know, well, you know, when was the last time you had a chance to meet with who you would consider to be your top ten donors? And they kind of look at you like, uh, am i supposed? To be regularly meeting with donors. Oh, boy. Yeah. That’s ah, that’s yeah, that’s where the person in charge of development needs to be stewarding and managing up the, you know, the sea level people and that maybe that’s only one person may be the ceo is executive director is all there is but that, you know, yeah, yeah, you’ve got to be managing up and making sure that these relationships are nurtured with your your most important donors, your most important volunteers as well. Yeah, and if you don’t have the time to do it as a staff member, get your board involved. This is a perfect role for a board to get involved in. Even your board members who say, i hate to ask for money. I’ll do anything for this organization. Just don’t make me ask for money and it’s so simple for them to just go in and have it it’s really a conversation, you know, you can provide them with, you know, prompt them with a list of questions that they might consider asking this individual. But it really is a conversation all about discovering what is this donor-centric about why are they giving any? Money to you at all when you know when did they start and, you know, where do they see themselves going with your organization? As a consultant? I do hardly. And, you know, i don’t i don’t meet with donors and potential donors alone ever and very few of the visits that i am on our discovery visits, you know, where we don’t know the person all that well, but when i was a director of planned giving at a couple of colleges, i should do these all the time, and i remember my head’s spinning with oh, i don’t remember that, but i’m trying to stay in the conversation, too, but you can’t take notes while you’re having lunch, but i remember my head swimming over my gosh, i can’t remember that and that. Oh, and this news about his sister and that relationship, you know? Oh, you know, but there’s so much too, and you get back to the office and you just have to spill it all out, and i agree with you, i usedto have ah, client who said never write anything about someone with potential donor or donor at anybody boardmember that you wouldn’t want them to read basically the same standard you had when you said someone could come in the office any time and ask what you have on them. That’s fine, you know, today with with technology having advanced right, i’m hoping that people who were in those positions that you were holding at that time in the plan giving departments and so forth are using their smartphones and the recording feature not to record the conversation, but afterward, one the meeting has ended, and you’re getting back into your car or getting to a quiet place, you know, in, you know, a different space or something like that. Just data dump it right in by voice because you can speak a lot faster. Most people can speak much faster than they can write or type, so why not just get it in that way? And then if if you needed to, you know, use a transcription service of some sort to then get it into a print format and then edited from there, i think you know, that could be a particularly great way to use technology. Yeah, great. Cool tip. I like that. You’re right. You can dump into a voice memo excellent. I also like your idea of using board members for this purpose idea we’ve we’ve talked about it, but good many times, but good to mention that also, this is ideal for board members for organizations that have a prospect research person, do you think that these contact i’m going to call them contact report? Because as we used to call him at the colleges, right? Should they flow through the prospect researcher? Or should they go right into the c r, m database and then it’s a prospect researchers job follow-up and read them? How does? Because the prospect researcher is the the focal point of a lot of this, the prospect activity? How should this info get to the to that person? Well, you know, it really again depends on the size of the department and the type of cr m that you’re using and who has access to it because some will allow you no board members to have access and others won’t. So then clearly, if it’s your boardmember that needs to be providing the information in many cases, they’re not going to have access two, uh, to that database, so don’t need to get it to that prospect, researcher some other way. If it is ah development officer who does have access to the database. And i do recommend that they inserted directly themselves. If it’s a small organization, if it’s a larger organization with multi level, then, you know, you would want to make sure that there are certain procedures in place for me. No, but certainly the prospect researcher in some way, shape or form should be alerted that there’s been an update to that record in case there’s, you know any additional updated information that they need to provide? Yeah, right. It could be a simple is ah, niu new email address or you are. Whatever a new relationship. Um, i know in the in the colleges where i worked which bigger organizations that the prospect researcher was the like. I said the focal point, and they would pull out something from a prospect research report that would say, oh, you know, i should. This is consistent with this other contact report that i read for this other person done by a different gift officer. And these two need to be talking to each other for whatever reason that was always that was always the done through. The prospect researcher i don’t know is that it makes sense to you. Yeah, yeah. Does absolutely. And i can tell you that, you know, having attended various conferences in the past that are, you know, attended by prospect researchers. They would love to be on every one of these donordigital covering visits, making sure that the right questions get asked and so forth. Okay, so this should be from training there, maybe maybe training the gift officers by the prospect researcher. When again, when it’s an organization that has prospect research. I understand a lot of listeners. Organizations. Problem. May not. But if you do, should there be some training that the prospect researcher was doing for the gift officers? Yeah, absolutely. There should be some sort of training. And in terms of not only what they confined online, if they needed to find some information quickly. What are some of the go to resource is when they’re out on the road, etcetera. But also you know what? Air the typical questions you should be sitting down and asking of every single donor and prospect and, you know ah, good development. Officer, this should really be intuitive and second nature for them. But if there’s somebody fairly new in the role, or if it’s an executive director who is, you know, that that’s, it that’s the only person there is no development officer. Oh, and perhaps they’ve been so very used to running an organization, and on the day to day management of the organization that they really haven’t gone down the road of, of getting trained on, you know, how to ask the right questions to elicit the responses we need to move this prospect forward. We’re gonna go out for a break. Marie and i will keep talking about this a little bit. And then she also has, um, unconference dates coming up this summer. That would be valuable for your prospects, research or stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked, and levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got more live listeners in san francisco, california live love going out to there now podcast listeners and affiliate listeners. Did you think i forgot? How how could you live? Listener love always is accompanied by podcast pleasantries and affiliate affections very grateful to all the podcast listeners wherever, whatever device, whatever you’re doing love having you with us and all those affiliate listeners in the many stations across the country affections out to r am and fm affiliate listeners perish the thought that i would forget podcast pleasantries and affiliate affections. Maria, any last thoughts you want, leave us with on discovery visits and before we move teo unconference ideas. Well, you know, really, just to figure out what what is a donor’s? Why, right? That that’s, what you’re looking to get to understanding there? Why, um, to the heart of why they’re investing in your organization and, you know, try and use that language when you’re speaking with them, you know, why are you investing in us? What? What motivates you to continue supporting us? What do you like best about our non-profit? And you know what? Can we actually improve? So try and really elicit some good conversation from them and, you know, you’ve probably heard that old adage tony asked them for money and they’ll they’ll offer you advice and asked him for advice, and they’ll offer you some money. So, you know, it’s a great way to get people engaged in your organization, so don’t be afraid to start those conversations, even if somebody proposes something or says something a little bit on the negative side, take it as constructive criticism and look for areas of improvement. Yeah, you’ve got to hear the negative and a lot of what you’re what you’re suggesting comes out organically, you know? I mean, the person knows that you’re there to talk about the organization, you know, they talk about politics or hopefully you keep politics off the table. I always think that’s a bad idea for these kinds of visits, but yeah, they’re talking about the organization that’s, what the two of you have in common, so, you know, a lot of that stuff just gets elicited. I love this program, or i didn’t understand this or i didn’t know you’re doing this thing, but i just read about it in the newsletter and you know that stuff. Uh, i mean, you’re right ask if it’s not coming out, but a lot of times, it just happens organically because right that’s what you have in common. That’s what? You share, right? Right. All right. So, uh, you gots unconference ideas for us? Prospect researchers like to meet during the summer. Yeah, absolutely. So the biggie for prospect researchers is the international conference that happens every summer for apra, which is the association of professional researchers for advancement. And this year, the conference takes place in new orleans. Metoo and it’s going to be july twenty second to the twenty fifth, and they actually also have a new researchers symposium as part of that uh, they have a full day symposium just for new researchers. So this is a great way to get i think, you know, a full day in ah dedicated to a newbie. And, you know, if you’re just getting your feet wet in this whole thing about prospect research, that might be something well worth while attending. Are you going to the international conference? I will not be going this year. I’m actually attending other conferences, but you know, this one is definitely if you’re thinking about prospect researchers this truly is the one to consider. You know there are fall conferences that you know, we just missed a few conferences that are more regional. So, like in new england, there’s, an organization called nedra, the new england development research association, they they had a conference in april was not researchers look okay, let’s not look backwards, let’s go forwards, but but the good thing about it is that some of those organizations will still put the presentation’s in power point on the website so still perhaps worth just checking into even if you book market for next year. If you’re in those regions, certainly something to think about seeing what what have they shared from the past conference cause you might be able to just do a little, you know, your own online learning are these all apra chapters that we’re talking about? Yeah, yeah, they really are there. They’re more regionalized chapters of research association years ago, i spoke a couple of apra chapters, i think in new york and new jersey years ago, back when i know i’m not even sure i was consulting at the time, maybe more than twelve years. Ago, but glad they’re still around. Okay, what else? What else you got besides the international? Also coming up in arizona? There’s going to be a false symposium on the topic of campaigns and that’s going to be held november fifth through the sixth in tempe, arizona, so that might be one to consider and also in california, they have several events going on. The california advancement researchers association has several things on their website, so i’d be glad to share some of these links on your facebook page, if you like and then people can check them out and if they’re in those regions and see if they want to attend. I love it. Why did you do that? As a comment to the takeaways that’ll be posted around four o’clock eastern today? Sure. Okay, that’s outstanding. We still have another minute or so left. What’s ah what’s going on in? Oh, i’m sorry. Are there other conferences or that you got it? That’s covers it. You know, i think because several have already passed. Those were the ones that i really found that i thought, you know, were sprinkled throughout in different places that you might consider going. Tio okay, sounds good. Tell me, uh, yeah, now we just have about a minute or so, right, sam? So what what’s going on in your world, what you’re seeing among your clients in our last minute, you know, well, i’m definitely seeing a tick up in activity, capital campaigns and so forth. So, you know, it’s great to see that that good news came out with e-giving yusa numbers, and i think that that generally just kind of buoys people a little bit and their spirits. So i am seeing more activity and more research request because of these larger campaigns and the need to research some of these high net worth individuals before visiting them. So in general, i think it’s it’s all good news, okay, i’m glad you’re optimistic looks. You’re so upbeat. Andi, you’re going to be back with me in two shows on july twenty fourth for the two hundred fiftieth show. Yes, you’re going to here in the studio. Cool. I will. All right, looking forward to it would be nice to have you institute a sze yu were not made a cz we would say in latin i’m fluent in latin is a worthless skill, but thank you very much. Good to see you. Good to talk to you. Thank you. You’ll find her at the prospect finder dot com and on twitter at maria simple. Next week, two interviews from the non-profit technology conference walked to work, walking as part of your work day as an integral part of your work day, not a break from it with beth cantor and re to sharma. Also keep current after launch. Farrah trompeter and kira marchenese help you keep your sight current after a redesign in two weeks as i was just talking about july twenty fourth, two hundred fifty of show five years of non-profit radio, we’ve got giveaways, music with scott stein comedy a new sponsor i’m going to introduce and much more going on two weeks, july twenty fourth, two hundred fiftieth show be with us if you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration with world convenes for poverty alleviation, an outstanding unconference that will ruin you for every other conference opportunity collaboration dot net, our creative producer is claire miree off sound. Liebowitz is the line producer shows social media is by susan chavez. Susan chavez dot com on our music is by scott stein yeah, thank you, scotty, for that information with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. 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Otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add an email address card it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. 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