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Nonprofit Radio for April 10, 2015: The Agitator’s Donor Retention & Wearable And Mobile Tech

Big Nonprofit Ideas for the Other 95%

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My Guests:

Roger CraverThe Agitator’s Donor Retention

Roger Craver is The Agitator and his book is “Retention Fundraising.” He has strategies to help you keep the donors you’ve got.

 

 

 

Avi KaplanWearable And Mobile Tech

Google Glass. iBeacon. These and other devices and apps have implications for your organization. Should you pay attention and where? How do you avoid shiny object syndrome? Avi Kaplan is director of online strategy at Rad Campaign and we talked at NTC, the Nonprofit Technology Conference.

 

 

 


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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. We have a listener of the week. Chelsea ferraro, quote, your show is such an inspiration to me and i enjoyed listening each and every week i do my best to encourage others to do the same end quote chelsea, i can’t ask anything more that is just outstanding. Thank you so much. You have my best wishes for your new job and i’m going to send you a video. And from that video, you choose a book from the non-profit radio library and i’ll ship it out to you. It’s yours. Congratulations, chelsea listener of the weak and thank you so much for loving non-profit radio i’m glad you’re with me. I’d be stricken with asthmatic sn ophelia, if i got wind of the idea that you missed today’s, show the agitators dona retention. Roger craver is the agitator and his book is retention fund-raising he has strategies to help you keep the donors you’ve got and wearable and mobile tech google glass ibeacon, these and other devices and aps have implications for your organization, should you? Pay attention. And where? How do you avoid shiny object syndrome? Avi kaplan is director of online strategy at radcampaign. And we talked at ntcdinosaur non-profit technology conference on tony’s. Take two between the guests. A double honor and a fellowship opening responsive by opportunity collaboration with working meeting on poverty reduction that will ruin you for every other conference. I’m really glad that roger craver, the agitator is with me. He’s, the agitator at the agitator dot net he’s been shaking things up for a long time in big ways. He helped launch organizations like common cause greenpeace, the national organization for women and amnesty international. Damn that’s. Impressive. His book is retention fund-raising the new art and science of keeping your donors for life published by emerson and church he’s at roger craver on twitter and right now. He’s on non-profit radio welcome, roger craver. Thanks, tony it’s. Great to be with you, it’s. A pleasure it’s. A real pleasure to interview the agitator. I love that the agitator that’s cool like thank you. Did you think about the anarchist? Did you consider that or no it’s? No, i don’t need that much chaos. I think they’re stirring. Things up in agitating ways. Good. Okay, that’s sufficient? I understand. Um, why was there a need for a book called retention? Fund-raising well, for the last ten years, possibly fifteen years, american non-profits and european non-profits have been basically losing mohr donors than they’re gaining. And that is that is a real problem, not only for the present, but for the future, the history of fund-raising before then was the donors were fairly easy to come by, and the cost of acquiring them was relatively inexpensive. And so there was a sort of burn and turn mentality that so what if we lose the donors? Well, well, get new donors and simply replaceable that’s not possible anymore. And so people who are you caring about? Their organizations future need to be caring about holding on to the donors they have early in the book, you cite a twenty thirteen a f p association of fund-raising professional study that says that ah, a few things, but it starts with flat fund-raising every every hundred dollars raised from new donors was offset by one hundred dollars, in losses. That’s, right? And it got worse. It got worse in two thousand fourteen. It was off by one hundred six dollars really way are going the wrong way. Um, and then also that there was negative growth in the number of donors for every hundred dollars for every hundred donors acquired, one hundred seven were lost. That’s, right, that’s, right. Pretty a pretty frightening statistic when you couple that with the fact that the number of non-profit has grown enormously in the last thirty years. It’s grown from about six hundred thousand to a million. Five hundred thousand non-profits so many more non-profits chasing far fewer donors. That, in essence, is the problem. And why retention is so important, many more charities chasing many fewer donors. Right? Alright, so that is clearly unsustainable. Um, all right. So, what we gonna do about this? Well, that’s, what i asked myself after after watching these statistics for a long time, i decided there there really has to be an empirical way too. Find out why donors leave and what we can do to keep them in the bowl. Yes, the study and s so we set out to do and did a two year study of two hundred fifty non-profits in the united states and in the united kingdom and survey tens of thousands of donors to determine why they leave, and then what steps on organization could take to hold on to them? And that it is the findings from that study that i’ve encapsulated in this in this book, along with some quite practical suggestions on what organizations khun due to step in this hemorrhaging, we’re going to get to those because that you call them retention winds? Yep. Um ah! Finger pointing is not particularly valuable, but i’d like to do some anyway. My show, we’re going to do whatever the hell i want. Where do you think that? How do you think this problem arose? This lays a fair, lackadaisical attitude about how we treat our donors and doesn’t matter. We lose some, we’ll gain more back. Where does the fault line you think? Well, if it arose from the days when it was so easy and inexpensive, too acquire donors and at a time when direct response became very popular way of acquiring donors and so they the mindset became sort of it’s it’s. Easier to sign the purchase order for direct mail lists and printing than it is to really worry about how to take care. Oh, rather casual. Okay, so we consign this purchase order for an acquisition, mailing campaign or whatever, whatever channel we use acquisition, campaign and that’s easier than being introspective and evaluating and then improving the way we treat our donors exactly, because, uh, the the reality is that, uh, treating a donor well takes thought takes work, takes planning and, uh, takes the willingness to build a relationship between the organization and the donor and that that involves a lot more than simply mailing a letter or making a phone call. And i love that we’re talking to someone who has studied this problem. I noticed a non-profit radio last couple of weeks, i’ve been saying introspection a lot, this but it just seems to be coming up with a number of guests that non-profits i need to be introspective about whatever, whatever subject we’re talking about this that’s not enough it’s critical self evaluation. No, there isn’t. And one of the one of the reasons for that there’s a there’s a so called well there’s a horrible jargon term called brett. Best practice. Okay, what in the earth? Best practices are i? Don’t know, and i’ve been doing this for fifty years, but people latch onto that term and they most often compare their organization with other organisations and say, well, if we’re we’re doing about as well as the other other guy, so we must be using best practices but that you know, that there’s no introspection involved in that that’s that’s like reading the box score something it makes no sense. I mean, the other, the other organization might be doing it badly. You can’t you can’t just say that we were consistent with others they maybe, maybe underachievers. And by the way, we have non-profit radio we have jargon jail but best practices has been used so often that i’m not even sure that’s jargon anymore. It’s ah it’s. More like cliche. We should send it. Send ugo senate jargon jail within you. Teo, send you teo cliche camp, are you near? Are you near an airport? There’s a jets taking ice and you’re about thirty miles away. But one just came over, so okay, well, maybe we’re being a song that kept going. It didn’t stop. Right? Okay, we would’ve heard it if it stopped. All right, so we’ll put you in cliche camp, which doesn’t sound that bad joke it’s like for minor offenders. That’s a juvenile would be in there. That’s trade. I don’t use it. No, i don’t think there is such a thing. Best practice. Um, and i’ve been hearing state of the art a lot too. Maybe that’s replacing best practices, but there’s just a substitution. All right, spare us and thought thought leadership we could we could talk all day about jargon. Jail thought leadership. Yes, i know there’s a lot of it in non-profits and that’s. Why? Non-profit radio has drug in jail sometimes i let offenders off easy and other times probation is is harder to come by. All right, we’re gonna go out for a break. And when roger and i come back, we’ve got a good amount of time. We’re going to talk about some of these retention wins that are easy to do and and had a help you build trust with your current existing donors so they don’t depart. 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 big non-profit ideas for the other ninety five percent we’re pre recorded this week. I’m sorry, i can’t send ah town and city live listener love but you know that i love are live listeners so that’s out to each of you listening live podcast pleasantries those on the time shift, wherever you are, whatever device whatever time. Whenever however many days or weeks later, you listen to non-profit radio pleasantries to you and never forget our affiliates. Very important affiliate affection out to each of our affiliates throughout the country non-profit radio was heard. Okay, roger craver. Now, how can we be sure that these retention winds are not cloaked? Best practices? Well, so he could be sure based on empirical data as measured from the responses of ah, thousands and thousands of donors. There’s. No conjecture here on my part. You know, there’s there’s, lots of so called best practices where the people say, well, you know, you ought to print your thank you notes on a very high quality paper. Or you ought to get him out within twenty four hours. Or you need tio send x number of cultivation pieces with no asks. And all that, of course, is is pure tribal wisdom, so our best practices, whatever you want to call it. So here we weigh in this study, we measured what people care most about and what they don’t care about and put it in priority order according to their responses, and came up with a way of of isolating the seven drivers that make for retention or flipside of retention of courses is attrition. And, you know, tony, all all of this is really based on apart from our empirical data, there’s a lot of common sense here, but common sense, it turns out, is a fairly rare commodity. Ah, the business of building relationships, which is what donorsearch tension is all about is based on two, two things consistency and reliability. None of this, uh, listening to this program have serious personal relationships that don’t have an element of substantial element of consistency and reliability by if i say to my spouse, i’m i’m going to meet you at seven thirty, and i’m persistently late or early or inconsistent with that. That relationship is not goingto laugh the same the same when it comes your have you been talking? To my wife, you’re describing my marriage, let’s, let’s keep personalities and personal lives out of this job. All right, well, people just translated into into the non-profit world if i if i receive a on appeal, a prospect appeal let’s, say from from an animal organization and it talks about rescuing puppies and cats, and i send them a contribution. And the next thing i know, i get an acknowledgement letter about the oceans and let’s save some whales that is not consistent, and i will not likely be back to that organization with another gift or if they send that acknowledgement letter and it says roger carver instead of roger craver call their their help line, and i get a rather surly or non-cash arika clerk, and he says, well, i may i try to get to it as soon as i can and isn’t very helpful. I’m not going to go back with another gift because that’s an unreliable organization, so we have to understand that relationships are built on trust and the two pillars of trust or consistency and reliability. Andi therein lies the key to retention because it leads to the next element of of retention, which is understanding the donors the importance of the donors attitude. You know, it’s it’s, not it’s, not the donors behaviour that we should be concerned about behavior in the sense of transactions giving money or not giving yeah, donors attitude that we need to care about because the organization bonem determines what that attitude is going to be by the organization’s action. Yeah, when you use organization is doing things that affect the donor positively, then the donor’s attitude will lead to behaviour that makes transaction increases. The size of a gift renews the membership, whatever, whatever the desired outcome. But it’s, not the donor per se, that is to blame are not to blame. It is the organization’s action. I have determined how that donor feels about the organization that something that folks really need to understand if they’re serious about donor-centric right? How did they perceive? Perceive your organization? Is it professional? Does it care about me as a donor? Aside from all the programmatic important work that it’s doing. But how does it treat our relationship that’s? Right? And that that tony that is paramount in ah, donors. Psyche. No, they people hyre non-profits to do a variety of of things a number of jobs sometimes is to make them feel good sometimes it’s to enable them to be able to tell their peer group that they’re doing this or that sometimes it’s, because they want to do a specific thing, but very seldom is what is that, what the organization claims it is in their appeals. Many people really don’t care that you have ten regional offices or that your ceo has appeared six times in the new york times, none none of that is important yet organizations just love talking about themselves, and nothing is more deadly and building a donor relationship that let’s move into these retention winds, which i’ll remind people are just reiterate these air based on empirical study, not not conventional wisdom or would just tribal wisdom that has been repeated at conference after conference. Just because one organization does it a certain way and they’ve been successful doesn’t mean that that’s going to be successful universally it’s not really lesson that’s amore that’s an anecdote. Um okay, you like saying thank you. That sounds pretty simple. Why does it why does this need to be? Why does need to be said, well, it needs to be said because sixty four percent of american non-profits don’t bother thanking their donors. We could start, we can start right there two thirds to two thirds of gifts or not not acknowledged and thanked. You’re saying are not are not acknowledged, thank some. Some of that third is acknowledged the sense of a tax receipt, but a tax receipt doesn’t go very far to build toward building a personal relationship. That’s a little cold? Yeah, yeah, patane has retained this receipt for your tax advisers evaluation? Yeah, exactly, exactly so they the importance of a thank you is that it is the it is an initial step in building a relationship, and we’ve learned a couple things through this study that that air quite important. One is it needs to be personal, and by that i don’t mean personalized i mean, personal sounding and warm, warm of heart and meaningful to the donor not necessarily long, but it really has to be real. Not way we’re so happy to have received your twenty five dollars gift, it will be put to immediate ineffective you sincerely, x y z that is not a that is not a thank you. Rather it is. Dear tony, your check arrived. I can’t tell you how happy it’s going to make sammy who tomorrow will have not only a meal, but he will have a toy for christmas heimans and so forth so it needs it really needs to connect the donor to the organization and the donor’s gift to a beneficiary in a real sense of the of the word. Something has something way before you get timely there’s no automatic rule that it has xero out within twenty four hours, but it should go out promptly after receipt of the gift. Because we in the studies we we’ve done the preferential time is forty eight hours, but donors are forgiving of taking longer than that. What they’re not forgiving of are these form printed, impersonal, thank you’s that just ring ring hollow. So that’s that’s the importance of saying thank you? One of the things you mentioned that i want to emphasize is that the thank you doesn’t have to be long? It doesn’t. I’ve heard this and said it many times on the show heard it from guests to be genuine and sincere does not require something long. No, i mean, i love you. If it’s if it’s said in a heartfelt way, three words does an awful lot to a relationship. That’s your right that’s it that’s an outstanding analogy. Cool. All right. Oh, and the book points out that there’s, um, resource is available around. Thank you’s. You have. Ah, there’s a thank you letter clinic at sophie, which is the showcase of fund-raising inspiration and innovation and your ovary thoughtful to point out that people can lift thank you letter ideas from there, but not copy and paste. No, not copy and face, but take, uh, lisa sergeant has put that together and done a terrific job, and she she has an attic full of ah, wonderful. Thank you. Uh, campaigns in there and get inspired by it. And by all means use that, you know, shaul had a saying the mediocre borrow genius steals and there’s lots of good stuff on sophie that’s that’s worth looking at that will give you ideas. And this thank you. Clinic is certainly one of them. All right, mediocre borrow and the genius steals hyre i’m in the wrong business. What we gotta transcend. The law’s a little more often, but there we go. You want us to be boring? What do you mean what’s behind that? Be boring. Let’s go back to the to the term consistency, one of the one of the realities of painful realities among most non-profits is they get tired of their of their same message, and as a result, because they’re bored. Uh, they they hyre another copy writer or the same copywriter and say let’s, let’s do something fancy or something that glows in the dark. Something different, something exciting? Well, that is that is not only a horrible waste of time and money. It’s also destructive of relationships, consistency is important and that’s what i mean by be boring. You may be tired of the same message you, mr or mrs organization of same message. But the donor isn’t tired of the same message. They they join for that reason and they want to stay involved for that reason, so be consistent. That doesn’t mean you have to copy the same thing every time, but stay on the same team that have produced the donor in the first place and the same the same way a good politician will give the same stump speech over and over again. She may be absolutely sick and tired of it, and the press may be sick and tired of it, and her staff may be sick and tired of it, but it is a speech that works with don’t with the voters, and it has to be given over and over again. You have a background in political consulting, too, don’t you? Yes, ideo i, uh, did a lot of work for twenty years for a number of democratic senators, presidential candidates and, of course, citizen advocacy work for groups like greenpeace, the seal, you and others that’s all tied to politics. You’ve been around, you’ve been doing this a long time. Did you say fifty years earlier? I believe just think, yeah, i’m probably older than most of the trees you’re looking at. Well, i’m in new york, so thie average tree life in new york and i think seven years, the street trees. So you got you got those? You’ve got those covered, but all right, you’ve been around it. I’m in i admire its wisdom, its wisdom coming shoretz empirically it’s empirical wisdom it’s not anecdotal. Here’s what’s worked for me in my client’s through the decades. Okay, you want to listen to donors, don’t you? Absolutely. And here here is on area that organizations can really score against the competition and can also help themselves because very few folks in the nonprofit world design efforts to get the feedback from their donors. You know the court corporate america spends billions of dollars getting feedback. If you go on an airline, get off that airline the next day you get a survey you goto to ah, hotel, the next day you get a survey after you’ve checked out my heavens, even ihop does a survey on the back of the receipts from their breakfast, and the reason they do this is they know that it, uh, that asking for people’s opinion builds satisfaction and builds loyalty, and it is so easy to do, and it is so inexpensive to do, but most non-profits don’t do it, and they just keep the mute button on rather than listen to their donors. But by having feedback mechanisms, you can find out that your website, uh, sucks when it comes to the donate page, or you can find out. That you’re donorsearch vis program isn’t good, and these these feedback mechanisms are there basically widgets that you can put on your website or questions you can put in your direct mail? Andi, uh, get get the donor’s opinion and, you know, tony one one of the thing on that you don’t have to necessarily get a written response or telephone response from a donor zamir act repeat, the mere act of asking for someone’s opinion and feedback will boost retention by thirty percent. That is a significant difference. Roger, we have teo to start to wrap up. We just have about thirty seconds left, and, uh, i want listeners, of course, to know there are many more retention winds in the book retention fund-raising published by emerson and church. Roger. Just spend a couple seconds. Small and midsize shops have a big advantage here, don’t they? They absolutely do. And i love your your slogan for the other ninety five percent because they have a huge advantage because they can do things personally. And a well run non-profit shop that pays attention to its donors will exceed, uh, return on investment by by five to ten times higher than the big organization roger craver he’s, the agitator to find omit the agitator dot net, and at roger craver on twitter, roger, thank you so much for sharing all that empirical wisdom. It’s my pleasure and i join chelsea and your fan club thank you coul write something nice and i’ll make you a listener of the week. Thank you again. Tony’s take two and wearable mobile and tech coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level that’s ross baird, executive director of village capital. And there are lots of funders at o c. Extremely useful contacts, projects funding. It opens people that’s alberto vasquez, president of soc edad e dis capacidad in saudi’s, peru oh, see opportunity. Collaboration is a week long conference in x top of mexico centered around poverty reduction throughout the world. It’s in october you’ve heard me tell you i was there last year and i’m going again this year. If your work is related at all to poverty reduction anywhere in the world, check it out. Opportunity collaboration, dot net! I’m being honored by hermandad, a charity that brings water to the poorest of the poor in the dominican republic. I’ve been helping them save lives for lots of years, and it would be a double honor if you’d be with me by making a gift to hermandad, we can save lives together in the dominican republic and be honored together on april twenty third. That’s that’s really what i’m thinking video and links are tony martignetti dot com and i thank you very much for considering helping me save those lives. Are you a millennial interested in measuring social good? Then evaluate for change has your next career move they are recruiting for their millennial non-profit data fellowship. The ideal candidate is a millennial employed or volunteering at a non-profit and dedicated to using data to improve the nonprofit sector. Roger craver would approve of this very strongly. I believe the fellowship is part time and includes training, mentoring and a final capstone project. The application deadline is april thirtieth. Apply at evaluate for change dot com that is tony’s take two for friday, tenth of april fourteenth show of the year and here is my non-profit technology conference interview on wearable and mobile tech with abby kopperman welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen we’re in austin, texas, at the convention center in austin. My guest is avi kaplan he’s, director of online strategy for radcampaign brovey welcome, thank you durney pleasure to have you ah, your topic is wearable and mobile tech what it means for non-profits there’s, there’s a lot of new stuff out there, there is yes, just generally now we have plenty of time together, so you don’t have to pack it all into one answer, but generally, what does it mean for non-profits i think there’s a lot of exciting technology is emerging, a lot of organizations, they’re trying to make sure that they’re experimenting and taking advantage of all the technology available to them. Um and ah mobil’s, obviously a really great opportunity for engagement, but i think what it means is also there’s there’s um, it’s become a bit of a buzz word to me, you know? What are you doing on mobile? So what i think it means is it’s it’s an opportunity tio tio, come up with some some valuable ways to engage with their community um, but also to be really thoughtful and making making sure that you are investing your time and resources wisely in this area. Yes. We need to avoid shiny object syndrome. Yes. Okay. Because there’s, because there are plenty of shiny objects. Teo, to attract our attention. All right. What’s ah, what’s what’s. Interesting to you. What would you like to start talking about? Sure. Well, i think one of the starting points that a lot of non-profits today have when they think about mobile is related to their websites. You know, having mobile website being mullet going mobile responsive has become really wide, very widespread tactic your sight. If your sight’s not mobile responsive, you’re not creating a great experience for a huge portion of your audience. That’s growing. We have just interrupt. You interrupt a lot because i like to have yeah, absolutely. How many people view more likely to be viewing on mobile device? And then ah, desktop, what laptop? What kind of depends on on your audience? But you’re good, benchmark. Ah, somewhere between twenty and thirty percent for the average non-profit depends on your sector. Okay, if your audience is more you know, advocacy volunteer focused and expect that to be hyre through demographic is younger, more, you know, if you’re do something dot org’s there, i would assume upwards of fifty percent of their eyes. Ah, mole is mobile browsing audience i’ve had are your finger on the show, the ceo of do something she’s got a couple times, and also, you know, they have t m i their spin off for for consulting their head around, talking about that because you ceo of that ceo of do something yeah, that’s probably at least fifty percent buy-in likely hyre for, you know, for a larger legacy organization associations, i would expect around twenty percent, but, you know, it’s, easy to find, figure that out exactly for for your website with google analytics or another analytics platform if you’re have that set up. Ok, so we certainly should be paying attention to, uh what? How many people are viewing on our site through mobile? Now it seems a lot that ah, a lot of times in some organizations, people aren’t even going back to the website that often they’re more engaging on the social channels. Yeah, sure, i mean, that’s being conscious of where your contents being engaged with, right? You know, if it’s if it’s all in the facebook news feed or it’s, the grand feeds their, you know, whatever platform piece you observe people, you know, talking about your story, a lot of the social experiences on mobile as well. So being conscious of what networks folks are using to talk about, you know where that conversation’s happening, it becomes a mobile conversation as well. I think a lot of people don’t wind up at your home page for mobile, but the landing pages that they get, i don’t know what the status but it’s a email as well, it has shifted to mobile for sure. You know, even in the office, a lot of people, um, at their desks work with two devices because they just find email triage is so much easier on a on a tablet or ah or a phone, i do that myself often. Um, so then, you know, you want about the landing page and it’s mobile, you know, i know this is a cool phrase i’ve never heard this phrase email triage because i mean, that suggests it’s a way of medical. Emergency. We’re in a crisis and were triaging all our messages. Yeah, i mean, i’ve never heard that phrase it’s cool, all right? Yeah. I kind of just filtering through things. And, you know, i think a lot of the email platforms tryto try to help people with that and there’s on mobile people there’s some interesting applications to help people with that task. But email triage, female triage. So let’s, talk about if we do need to be mobile optimized moat, which is most likely, what should we be thinking about? How do we achieve this? Well, you the idea with ah responsive website is that, you know, in the design on the as you develop the site, you create break points so that, um, you know, you can you can have your site b device aware and, you know, send out different code two different devices based on, you know, to create a good experience for that. You know, taylor to each device, but for non-profits of a more cost effective way of creating good mobile experiences to create break points based on the browser screen size. So, you know, if you break this down for us to get a little technical, but i’m jorgen jail on non-profit radio, so they’re going to get to try and stay out of jail. Yes, you are. We’ll be quick, quick parole, sure. So you know you’re if your website has a style sheet that the browser loads you, teo latto, you know, produce the design in the browser. You know, the site will load with different layout of different elements on the page based on how wide your screen is. And so, you know, if you’re on ah, you know, a nine inch tablet or ah eleven inch tablet or, you know, fifteen inch screen the pixel with will determine the layout of the elements on the page, but only one set of code will have to be downloaded. So you keep your sight it’s a balance between the speed of your sight loading and an effective way to create a diverse experience without having to think about exactly taylor for every device. Okay, all right, so size is critical. What else? What else were you thinking about for? For responsive sites. Yeah. Yeah. Mobile responses. Yeah, well, you it does help toe to know what. Ah, you want to have a sense of the help. So, you know, this is a scent, a sense of the devices people are using. You can find that in google analytics. Yeah. I mean, if you’re you know, if you know if you’re working with you know, we’re radcampaign we build a lot of response of websites and what we often dio there’s ah ah, device lab actually in near our office in washington, d c and you can go and test on specific, though, but, you know, especially on the android platform there’s, so many different if you have a iphone there’s, you know, six different models, something like that since the beginning of iphone, but on android there’s thousands, you can check out those devices, load your site and and run testing it’s just exactly how it’s going to appear if you have the patience for that and the resource is too, if you’re developing a site in house it’s really worthwhile, especially if you you don’t have the experience of your executive director has, ah, unique device that nobody else in your pockets hasn’t really complaint. Why doesn’t this element load? Well for me? You know, it looks goofy and, you know, you hope to catch all those specific cases as you’re doing your testing, but hyre sometimes it’s it really is something quirky with that device or ah, you know ah, plug in or an extension somebody has and, you know, everybody’s browsing experience if you’re on a tablet on ah, desktop itt’s unique based on your your own quirky set up. So let’s, let’s talk about some of the wearable technology you that’s that’s part of your your workshop also what? What’s what’s exciting there. And where do you see for non-profits? Sure, i see this is kind of more on the horizon for in terms of being a worthwhile investment. But, you know, wearables are everything from, you know, the fitness tracking devices like the fit bid. And you know, microsoft has ah, fitness device coming out there’s a company called misfit thie apple watches coming out, i think in april so it all kind of tracking these analytics of user activity. You know your steps here. Ah, you know, fitness activities and so that’s interesting to me, i think. Just cause it’s creating the consumer familiarity of wearing a device that gives you some some feedback. Interesting piece for non-profit communications and engagement are is that these where these devices start? Tohave notifications built in that our people interacted them a little bit differently. Oh, explain. Explain how that works is this is new to a lot of people. Yeah. Gotomeeting notifications. What anybody means. Sure. So, i mean, just like you get a push notification. Have toe pull out your phone usually, um ah, like fit. But i think they have. They have a couple of models now. There’s there’s ah, small enough screen simple text, but you can just get it’ll pop up and you can read your text message right on the on the device. I don’t mind on your wrist, which saves you from taking your phone out and you know it for non-profit and that’s that’s becoming ah, more more devices are getting becoming popular that had have that feature not just for a text messaging, but you know any type of notification that can show up anything that dahna, you know, android has ah platform called android where are injured, watch and ah, the iphone abila watch is going to be coming out, and that has its own platform. So a lot of mobile labs the people already have installed on their phones, no instagram or yeah, you are snapchat or whatever it is you are goingto have be easily extend, be able to be extended tohave notifications going to people’s wrists, which for non-profits is something you know you could you i could easily see somebody getting very excited about that or leadership. Ah, kind of jumping the gun and saying, oh, we now we need to just send our donation forms everybody’s wrist so it just highlights the importance to be very conscious of people’s, patience and attention valuing the permission they’re giving you too. You know, if somebody does give you permission to bring their wrist that’s having responsibility not to abuse that to respect your audience and ah, be very thoughtful about yeah, and should you even go there if you don’t have that permission, which most organizations probably do not. This is all so new. And just because, you know, you might technically grow a list. Um, i think that’s an awareness you have tohave now with with text, communications, one of organizations that have been successful for advocacy with these, you know, sms campaigns and, you know, text to give you may have a growing, you know, lets the phone numbers you, they’ve given their permission, but maybe they don’t recall or they didn’t really understand ah, quite what permission they were giving, you see really have to be very careful with that. You don’t wantto attacks those relationships. Yeah. Yeah. Okay. Um, so what’s, terrible is i just, you know, i just see that as something to be aware of that, you know, there notifications are becoming, you know, in the next five to ten years, it’s an increasing space, that people are conscious of day today, and there is an opportunity to create a good, you know, it’s, an interesting experience of engagement. Way to be very thoughtful about it. Outside. Kind of think. It’s kind of on the horizon is a very thinking about onda. Respectful of the relationship. And the permission you have been given, basically, is your point. 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. Let’s. See? I mean, do you still sticking with the wearables? Do you see that having value in particular sectors? What do you really think in there? Yeah, another kind of area. What ideas? Air occurring to you? Yeah. Another area of wearables relates to kind of well, i mean, everybody, they’re google came out with this thing called glass, which everybody was, you know, it kind of made everyone look like a yeah, but i tried one of those in-kind try it. But there was a friend of mine in new york who was one of the selected beta testers, i guess. Okay, so i had it on for five minutes or something. Yeah, it was cool. I talked to it. Yeah. So, you know, i saw stuff in the lenses. Yeah. Did it really go? Is really taking off the way everybody thought it was going to. I think the expectation was, you know, people got excited. Oh, everybody’s going to have a camera right in front of them. And you know, another screen there looking at it, you know? Ah, you won’t know that i’m you know, teenagers watching. Yeah, you know, breaking bad right in front. Of without mom knowing stuff like that. But the specialized experience for for ah, you know, that premise is about augmented reality, you know, engaging with with a task that you’re that’s in front of you with cem, helpful data or instruction, you know, available that you may have, you know, it’s that it’s more healthful have literally over laid on your on your vision for a specialized task, so it didn’t really take office must really take offers. All the early press is saying a revolution that’s i mean, i see that you asked about, you know, area’s fields where that could be helpful. I think in specialized fields, medical fields in you know where you need unique expertise, maybe in the in the field microsoft has a something called collins coming out and hollow, hollow, hollow lands like a hologram and the kind of really demos they’re just, you know, kind of whiz bang looking. But some of them are very practical, like they had. They had one demo where it was about teaching someone howto repair a light switch in their home, which doesn’t seem like a huge deal. But you could i could imagine you habitat. For humanity, coming up with holland’s demos for, you know you could maybe not need ah, you know, construction as many construction supervisors on site kind of doing involves years writing it as you’re watching it in your in your lens, maybe for howto latto spackle on yeah or tech support, you know, amazon has they have a set of ah, technically, you know, help support kayman what it’s called, but, you know, if you have an amazon tablet or fired-up well, whatever they have, if you get hit a button and then there’ll be, someone pops up on the screen and, you know, you say, you know, i don’t know how i tried to rent this movie and what’s going on, so i can imagine you could, you know, you could be doing some specialized task for for your free dramatic work, um, and carla, somebody with you, teo, you having trouble site from the troubles? You what you’re what you’re dealing exactly where you are immediate help? Yeah, i mean, i could see, you know, if you’re we’re here than non-profit technology conference, you know, maybe you have a navy volunteer who’s setting it, trying to set up radio and streaming set up for your for your live event on they’re having trouble, they could, you know, but on their hololens or whatever, and and have somebody help them literally. You know, figure here is that you know, i i don’t have audio xing the person routines, but somebody helping guys person helping you could see. And you can see them. And they can talk you through andi. Actually, you can do it as their asses were on with them. What is ibeacon? Ah, i beacons are kind of ah, there. It’s a sensor. You know, it’s related to it’s kind of a more granular location sensor. So we have gps, which are satellites that can, you know, peg your location. Ah, as a data point within, you know, i think it’s a few meters or something, maybe even like, twenty meters and ah, we have that there. Yeah, like there’s. Like location tags. Where i guess you’ve been in like a store. The shoplifting tags stop you from taking things out of the store. They know some radius of where that item is in the store. Ok, so i begins. Can they work? I think mostly off. Of the new bluetooth technology on bacon triangulate you within a space within a room. So if if there were i beacons in this room and we kind of tapping into that network on our devices, that could know where, where this device is within inches. So what’s interesting about that, to me, is the opportunity to create an experience, you know, a curated experience for for a space. So if your ah the most immediate, you know, application i see now is for museums where it’s very important, where museumgoers are in the space heimans what caught content that they were going to receive? Ah, what they’re you right, you what they’re going to receive, you know, if you’re here sharing as they moved through the experience, what what added value can you can, you know, perspective on the history of the pieces that, you know, they’re seeing or scientific information on the exhibit, you know, they’re looking at based on where they are, but also, you know, maybe the past they went through that’s how people interact with your contract, and now they’re gone, you could, you know, takes a lot of ah, resources, maybe to do this. But you could you could, if you could take that person’s path through your your space. You could say, you know, everybody who spent and really went through the butterfly exhibit, um, without them, you know, checking off a box. They’re raising their hand, or already, you know, send them all an e mail about our butterfly research or taylor this donation request to that group, which you could only do if you know they’ve, you know you have you have you have the space pegged with eye begins to be able to know where they are, and you have some request. Maybe at the beginning of the you know, the entrance way, you know, let us know, let it let us have for these permission way track. You’re right your your time through through our collection, right? Ok, but you’re going to start to see these around. I mean, there’s, it’s, it’s a little bit. It it goes back against that same permission thing, but also you know that that lack of consumer awareness about the data that is around there for us already, you know, it’s a little spooky sometimes, but, you know, if you’ve ever i don’t like sunpass or metro pass on your car. Sure, you know, there’s that if you have a subscription, uh, you know, to pay the tolls quickly, right? That is actually that’s, not the only place where that gets picked up. When you go in that little devices always picking out your saying, here i am, unique, the same thing that that’s on isn’t that how we find out what traffic l a is like ahead on our gps? Yeah, and there are implications for law enforcement using it for potentially determining speeding all kinds of things. But then also traffic volume, right? Right. So so but the permission you gave in in one location with ivy dickens, right? Yeah, that could be carried in other locations. Right. So if if if there’s a reciprocal relationship between, you know, the museum and other places in the city when they know, you know, send you could segment. Teo, the people on your list who are, you know, frequent restaurant. Goers that, you know, the stone, yeah, restaurant, whatever. You know, you know, and you know, you get, but you’ve got to know that that permission was granted. I mean, you’ve got to know that you’re granting that. Maybe maybe. I think, when you go through the butterfly exhibit, doesn’t, that doesn’t need to be disclosed. Well, i think they’re going to disclose to our partners were going to share with certain partners, and you’ll receive offers related platforms that are that are being set up for, you know, the way that it gets implemented. It’s a tricky thing, because the museum, you know, the point of permission may not even know the cascading effects of that permission. But that’s very risky that well, okay then they’re not fast drinking there don’t think they’re protecting their their constituents adequately if they don’t even know it’s very thoughtful of that air’s alright, we have just about a minute left. What do you want to wrap up with you? Time flies on non-profit sure does with with what’s what what’s, wearable and mobile and what non-profits should be thinking about. Yeah, i mean, i think my big takeaway with this is, you know, there there are some interesting technologies out there, but you should be very thoughtful. Make sure that what what you’re investing your time and resource is our in isn’t isn’t shiny object like you mentioned is gonna have a real specific value. Add for your audience. Um be thoughtful about the the comfort level of your audience in community, engaging with that technology and the maturity of the platform you know, there’s there’s, a few different i beacons there’s, there’s a few different, you know, implementations of that. So you wantto ghisolf about which? One you choose, make sure it’s one that you can support over the long term, as you have to continue to maintain that technology on be thoughtful about the hidden costs you know you, eh, it’s, not just the spend to implement and set up whatever you’ve started, you have to support it. You maybe have to train your staff. You have an ongoing communications, maybe you, you know, bee you’re likely going to need to generate and continue to develop it. So being thoughtful about those hidden cost and how you’re going to measure those and evaluate your success. Brovey kaplan he is director of online strategy for radcampaign brovey, thank you very much. Thanks for having me, tony. My pleasure. Tony martignetti non-profit radio coverage of non-profit technology conference and t c twenty fifteen. Thanks very much for being with us. Thanks to everybody at in ten the non-profit technology network and and t c i love being there next week. Tomb or auntie? Si interviews embrace emerging social media and you’re content strategy on those new channels. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go? Opportunity, collaboration, the world convenes for poverty reduction. It’ll ruin you for every other conference, and that really is the truth. Opportunity, collaboration, dot net. Our creative producer is claire meyerhoff. Sam liber, which is our line producer, shows social media is by susan chavez, susan chavez, dot com and this terrific music is by scott steiner. Brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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 am 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 gotta 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 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. 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Nonprofit Radio for March 27, 2015: Peer-To-Peer 30 Report & Successful Giving Days

Big Nonprofit Ideas for the Other 95%

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David HessekielPeer-To-Peer 30 Report

The Peer-to-Peer 30 Fundraising Report reveals quick growth outside traditional events, but lots of longstanding, high-profile programs are continuing to decline. David Hessekiel, president of the Peer-to-Peer Professional Forum, has the takeaways for your peer-to-peer fundraiser.

 

 

Caryn SteinSuccessful Giving Days

What are the key components to make your giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Caryn Stein is vice president of communications and content at Network For Good. (Recorded at the Nonprofit Technology Conference, NTC, earlier this month.)

 

 


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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’m glad you’re with me. I’d be stricken with sclerosing carrot itis if i saw that you missed today’s show peer-to-peer thirty report the peer-to-peer thirty fund-raising report reveals quick growth outside traditional events, but lots of long standing high profile programs are continuing to decline. David hessekiel, president of the peer-to-peer professional forum, has the takeaways for your peer-to-peer fundraiser and successful giving days. What are the key components to make your giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Karen stein is vice president of communications and content at network for good that was recorded at the non-profit technology conference and t c just earlier this month on tony’s take two planned e-giving levels the playing field. Also, i got a ticket giveaway for rks see our affiliate listeners. We’re sponsored by opportunity, collaboration, the working meeting on poverty reduction that will ruin you for every other conference. I’m very glad that david hessekiel is here with me in the studio. He has twelve years. Working at the intersection of commerce and cause the co author of good works he owns and leads caused marketing forum, part of c m f is the peer-to-peer professional forum, serving leaders of athletic event fund-raising programs. Since two thousand seven, its annual ranking of america’s top thirty thon fund-raising programs has become an industry benchmark. They’re at peer-to-peer forum, dot com and he’s at dave cause on twitter, dave cause welcome hey, great to be here. It’s. A pleasure to have you from upstate westchester county. From rai. You come down. Thank you what’s this what’s this thirty roses peer-to-peer thirty report about i started looking at this field about a decade ago and was amazed that there were all of these major programs out there and nobody knew what was up, what was down, what were the biggest. So we decided we’d jump into the void and we would create an annual benchmarking program looking at all of the peer-to-peer fund-raising programs in america that we’re raising millions of dollars on dh and then rank them. And each year we’ve got people looking who’s up, who’s down, what’s going on. And what are the trends? What can? We learn from from those numbers. And what does the peer-to-peer professional forum? This is the group that we’ve developed that brings together people in peer-to-peer fund-raising peer-to-peer fund-raising being the activation of your supporters to activate their networks to give we originally called this group the run walk ride fund-raising because of that one is, um now, yeah, exactly what there’s a tremendous amount of money that’s still being raised that way. But the path forward is that people in this day and age want to do their own thing, and they want to be able to do it on their time, and they now have the technology that in ten minutes you can set up a fund-raising sight whether you want to give up your birthday, have a party or or do you run own run. So we’re advising folks in this field that they have to do the best job on their existing programs and start planning for the future but giving people right tools, okay, and your definition revolves around activating others, right? Activating this, activating the networks of your supporters. Ok, ok, eso lett’s jump into the report non-cash inal is doing best well, there’s. You know, we have a whole bunch of eight hundred pound gorillas in this field when you look at the biggest programs, even though there are a number of them that are in decline, you can’t just say, well, they’re not relevant any more. We’ve got there still raising hundred there’s. Exactly. Name a couple of the top three. Well, the top three would be relay for life of the american cancer society, the american heart walk from the american heart association and the march of dimes march for babies. Okay, two of those three were down last year. Heart walk was actually up. Relay for life is is truly the eight hundred pound gorilla in this field. The top thirty collectively raised one point six. Two billion dollars of that off that really for life raised three hundred thirty five million. In fact, it’s bigger than the next three combined. So it’s huge and the are Numbers show that the top 30 was down about two and a half percent, right, very much influenced by depressions in a few of these programs, especially relay for life, which was down forty five million dollars. Relay for life is who’s american. Cancer society okay, tremendous program involving millions of people. So a couple of huge programs down skews the excuse the the average overall and that’s. Why you’ve got a two and a half percent decline from twenty thirteen. Exactly. Okay, um, but then non-cash inal s o the reason that you’re no longer called run walk ride is because is this an amazing variety of programs that are out there, whether it’s, movember don’t see do you have a moustache? You’re going to grow on? And no, i’m not. But movember is state. Baldrick is the notebook. Movember is actually an organization called movember started in australia, right? Of course, that politics is shape they want so yeah, i want one ad. Once the outline, when ads, facial hair, the other one takes it off the head. Exactly. So november raises money for men’s health related causes, primarily prostate cancer and men’s mental health. And then st baldrick’s foundation, which is incredibly grassroots, raises money for children’s cancer research. And in that particular event, people get together and shave their heads. Yes, i’ve been invited to do some of those not to shave my head, but to give toe couple of strangers, you know, it’s amazing, we’ve got programs that air doing that we’ve got programs where folks are repelling off of buildings, we’ve got programs like charity water, where people are giving up their birthdays instead of giving, getting gifts, asking their network of friends to give and there creating wells throughout throughout africa, funded in large part by those types of programs. So it’s all over and it’s very, very exciting and people are looking for something different, and they can certainly find it in peer-to-peer fund-raising okay, and the numbers show that these nontraditional ones are are increasing, yeah, yeah there’s definitely increasing in number and they’re increasing in in in in dollars raised many of them from a much smaller base. But that’s that’s, the name of the game now is we’re probably never going to see another three hundred million dollar programme. We’re going to see hundreds of multi million dollar programs that that are tapping into the really ardent support off supporters of various causes now. So what does it take to inaugurate one of these? And we’re going to we’re going to have some time to talk about the the other three hundred. Pound gorilla that was organic, the ice bucket challenge we’ll get to that. But but if you want to start one consciously what? What are some things it takes? Well, i think that it’s let’s say that you wanted to create your own proprietary programming as opposed to the other door. We’ll talk about those two, those two doors. One is you create your own proprietary program. Best thing to do. I’m a big believer in crawl, walk, run, even though we may not be talking about those events and i’ve yet to see across all of it. Um, you want a pilot, these programs and see whether they resonate in a market, see whether they’re going to appeal to a demographic ah, that that you may not be capturing or go to your very core. A great example of this is the m s society. Emma society has a number of the biggest programs out there. Walk m s bike, m s but they created a few years ago, something called muck fest and muck fest is a takeoff on many of the obstacle runs. The mud runs that are out there, okay, created their own branded opportunity, and it’s muchmore going to a younger and millennial crowd than the folks who normally go to there to there events you want to identify where you could have an impact and not just be another metoo event because walks themselves tough to start now. Yeah, okay, andi, another have another tip for aside from the test market starts small pilot program. Well, the second thing it would be and this is really the low hanging food, especially for a many of your listeners that aren’t working at the biggest. Now a small and midsize. Exactly. You want to have a place on your site that gives permission and aid to groups that want that two people who want to raise money for you, but they may not want to go to your walk on the third saturday in september. They may want to do it right now. And so you want to have a page that says we want to support you in your efforts. If you want to dedicate your birthday, do this. If you want to have a party do that, if you want to create an athletic event, do this. If you want to go run a marathon, do that and it’s. Very easy. Easy for me to say, but relatively easy for you to set those up. Okay, so lots of options. Lots up right now there is another door that you suggested we just have a minute before break, so just explain that one briefly will come. But that’s really? What? I i just kind of let the cat out of the bag, but one door is you create something and you marketed that people will come to you to participate in shaving your head growing a mustache, doing a run. Cycling, which we should talk about in the second half is actually another big growth area that’s one and the traditional model. And the second model is to give people permission and aid in doing whatever it is that they want to do to raise money for you. Okay, all right, great tease, but what more needs to be said? 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 big non-profit ideas for the other ninety five percent were pre recorded today, so live listener love it’s going out? I mean, i live the live listeners, i just can’t identify you by state and city and country today, affiliate affections always always lots of love out to all our affiliate listeners and kfc. Our listeners have a ticket giveaway for you very shortly in tony’s, take two and, of course, for our over ten thousand podcast listeners podcast pleasantries to each of you wherever you’re listening, whatever device at whatever time, we give a lot of options on non-profit radio they love the way you show the love, just like you’re suggesting lots of options. You don’t have to listen. Fridays, one to two eastern if you prefer not to, um, but we love the people who do. Okay? Yeah, we’re gonna get the cycling, but lots of lots of promise below the top thirty and these you were suggesting it already. You have said it. The smaller events. He’s, you know, a million are your three hundred thousand thirty thousand events. We’re goingto have lower levels, lots of promise below the ranked top thirty, tremendous. Amount, especially technology, has enabled even small non-profits to be able to offer their supporters an easy way to ask their friends for money on behalf of cause that their passion about through online fund-raising plush platforms, simple ones like crowd rise more complex ones that tie into your customer relationship management systems like blackbaud there is a whole spectrum of these of these programs out there, and they allow you to give your people options, and that is whether in what, whether it’s what they eat, what they raise money for, people want options now, and they want the ability to do things in their own time. Let’s, talk about cycling, big growth area it’s amazing, you know, it’s, it’s, it’s, testosterone driven in this in a sense, not on ly guys doing this, but there is a culture of somewhere, i guess somewhere forty something guys who were spending a lot of money on bikes and are looking for ways to ride and to get together with their pack and go out there and do one hundred miles and that is driving tremendous fund-raising in especially the regional programs back about nineteen eighty in massachusetts, billy stars started something called the pan mass challenge because his mom had died of cancer, he decided to raise money for the date. Dana farber, center up there started off with a couple of dozen folks they ran, did a ride across massachusetts. Now they have thousands of people who do this once a year event a tte, various lengths. But the biggest participation is the longer events. Last year they raised forty nine million dollars. That success using a regional charity as the platform using cycling as thie activity is one that is being copied in markets across america. In columbus, ohio, snusz six years ago they started something called piela tonia ah, exact same model getting people. They take over the columbus area. Last year they were up eleven percent to twenty one million dollars. A program that was on ly started in two thousand and nine they’re in the pacific northwest. Is the obliterated these air going on all over the place? Really, really big and then related to that. Ah, here in new york, memorial sloan kettering cancer center took a different approach. Ah, supporter of there some years ago created something called cycle for survival and actual. Indoor cycling off season of that, they do it endorse on it. Do it enjoy. Yeah, they do actually have a great partnership with equal knox. They have locations all across the country. Last nap now they were up over forty two percent. Last year. They raised twenty million dollars in a program that just runs a couple of weekends. That’s like genius. So you don’t worry about licensing and coordination with police departments? Know exactly, but well, it’s just that everything’s long is that the key is that you have to have a lot of bikes on their very fortunate that they’ve got a great partnership with equal knock. So they got all of these locations and they can market to the people who belonged to those clubs as well as other people from the community. Equinoxes a fitness center. I don’t know if they’re so yeah, i don’t know if they’re nationwide, but that zaveri high end, beautiful set of clubs. Now, i remember when these things when i was young, things have evolved a bit since then. Used to sponsor people say, sponsor me, you know you you played me like a dollar a mile for every mile i walk or something, you know, and you give him five or ten books, andi, usually the collection came at the end, you know, i walked the seven and a half miles, so you only seven dollars and fifty cents with these. We’ve come a long way since yes, there still are many probably hundreds of thousands of envelopes across america in which change and checks is being collected, but when you look at the penetration of online fund-raising overall in america, probably you’re a digital guy, so you probably use it a lot. There’s a lot of people who are not in in traditional, i’m going to write a check for twenty five bucks or fifty bucks. A lot of that is still checks, but when you look at this field, about eighty percent of the money being raised is online. It is absolutely the leader in terms of online integration now sort of sort of in the in the contrast, there’s a quote in the report that great granddaddy events are fading. Yeah, and we talked a little about that even though there’s still some promise of the numbers. It’s interesting to see that some of these more traditional events are not are declining, and there is there a variety of it is a trend, it is hard to maintain the those events that were started in a few decades ago, where it was much more common for people to say, yeah, i’m going to go with my company team, i’m going to go on a walk on a saturday, people are busy there, everybody’s got seems to have two, two people working in the family if their traditional couple ah, they don’t aren’t aren’t as willing to do that, so it takes even a lot more work to keep and maintain programs that are raising one hundred million dollars. And now that people have other options, that makes it all the tougher but a lot of the those programs, i’ve also suffered for very specifically komen, for instance, that we don’t mention co-branding they have a home in had exactly have two of the top program race for the cure, okay? And the three day walks and their challenge has really nothing to do with anything we’ve discussed today. Ah, few years ago, they got wrapped up in a controversy about their relationship with planned parenthood. Has twenty twelve and they were able in a you know, they really messed up. They were they got people on both sides of the abortion issue angry at them, which is, i think, unprecedented and that led to you. I mean, we’ve never seen a drop in revenue like we’ve seen over the last three years at komen ah, they i think are starting to stabilize, but so that’s really a very specific case relay for life, you know, challenging to keep program as big as that, and they also did a massive reorganization a couple of years, american cancer of the american cancer society and that sorry that really messed mess things up yet, on the other hand, some other programs that are in that mold ah, alzheimer’s, the alzheimer’s walk, thie, american heart association and the hard walk they’ve actually shown some increases, and there that’s another trend, something that’s really important? If you’re going to get into this field or if you’re in this field, you know it just don’t put up a sign say we’re having a walk, you really need to concentrate on the techniques that had got to turn people who show up. Into people who raise money, there’s a lot of organizations where you have wonderful volunteers who are staffing your event, who are helping to organize your event and their their goal in their own mind is we want to have a lot of people show up, and they really don’t like to push people on fund-raising you need to instill a culture that says this is a fundraising event, we’re doing this to fight the disease or the issue that we all feel so passionately about, and unless you fund-raising you’re, you’re not fully buying it to what we’re about. That kind of cultural change, for example, which has been taking place at alzheimer’s, for example, has led to tremendous growth. Also, not all fundraiser are created equal. Every event should be analyzing who their best fundraisers are and should be giving them some extra love just like you do your shout outs. Yeah, they’re big time there’s one which one is that that has special jerseys for the top fifty? Brandraise yes, the american american die a bit toward a cure has all sorts of different shirts, whether you’ve raised over a certain amount, whether you’re actually with your patient whose all sorts of different forms of incentives and recognition means so much to those people who are passionate about your issue. Okay? And that could be longevity too. You’ve participated in the past five without exception. Unbelievable example. And if folks want to see ah, write up of this whole report at peer-to-peer forum dot com we did a white paper on this. We give this case example of st baldrick’s. They have something called the knights of the bald table. Oh, yes. And if you have participated for seven years and in each of those years hit a fairly high bar fund-raising goal, then they induct you. They have a sword. Yeah, the local the local organization gets a package right with a script on induction script and and a sword to get a plastic sword. I’d never had the privilege to be at one of these. It sounds funny. They say the average induct e who probably has been doing this this long because they’ve had been touched in some way by childhood cancer and their family or somebody they know most of them are in tears by the end of it. It’s very, very touching. And it’s. The kind of thing that keeps people going and people they want. They will do a seventh year because they want to be a part of that. Absolutely. Knights of the bald table, nice to the ball tables. Outstanding. I’m goingto let st baldrick’s know that we’re talking about them a lot today. Shut out the same baldrick. Ice bucket challenge not in you’re not in your top thirty will explain why that is. So we try to be an aide to all the people who make a career out of doing peer-to-peer fund-raising and in order to to benchmark who’s doing what and how they’re moving up, we require that all the programs we measure are actually organized by a non profit organization and on our tended to be multiyear events to be ongoing. Okay, so the ice bucket challenge was started at the grass roots and then got assistance from and people from the press association and a less tv i got involved and helped propitiate it and move it forward, but it doesn’t fit into our rubric if it had. We only let me look at money raised the u s that program is true is raised about one hundred and fifteen million dollars. It would have been the number two program on our list. Yeah, tremendous, amazing phenomenon i had barbara newhouse, the ceo of l s on the show and if anyone wants to check back and if you miss that, it was the october third twenty fourteen show spent the hour with barber and there’s also a video of that we did it was a video as a google plus hangout. So this video of that on my youtube channel which israel r e a l tony martignetti some other swine had taken tony martignetti from youtube before i got there. I’ve since eliminated him, but i kept the everybody knows the channel. So i had a cousin no that’s that perpetuate a stereotype. I don’t know why i’m not touching that with a ten foot pole. Tony that’s, your your valley wick. I know i did it badly too, but i’m in the tribe, so i you know you can do. You could do it. Um all right. So that was it was it was purely organic. Came from an a l s patient? Yes. And beyond the hundred fifteen million. That was for the less that was for the national organization. But did they do something to two hundred twenty million globally? It is all the affiliates. And did you do it, tony? Did you dunk yourself? I did not idea. I did. My wife did. It was being done all around the all around the world. And of course. A huge number of celebrities, etcetera. So, yeah, it was it was amazing, and it is again an example off how you can yeah, gotta make leave the doors open for people to do their own thing we may never see in our lives see another one on the scale of the ice bucket challenge, but we’re going to see ah lot of programs that raise significant amounts of money that weren’t created in the offices of one of our non-profit organizations. They were started by a passionate and creative supporter. Yeah, what other? We got another got another takeaway. We still have a couple minutes together. Sure, something we haven’t talked about, you know? Absolutely. It sort of goes with without saying, especially since where many people are listening to this on a podcast. And i know you use social media so well that you have to be thinking about using social e-giving your supporters, the tools to do that, i use that a personal example. I remember back to few years ago, i turned fifty, and i decided that i would do one of the climbs. M s society does a climb up one of the rockefeller plaza. Building sixty six story really? I didn’t know that very thing climb up the compass side of yeah, sixty rock, not the side inside, i’m not on the stairs, but i was still having a puppet and it was passing some thirty year olds felt very, very good, but i put it up on facebook and howard sutton burghdoff e-giving a shout out to you. This is a fellow i grew up with went to elementary school with we both share the ignominious distinction of having been bored on ground hog’s day anyway, i didn’t realize that howard’s mother had m s and the very graciously out of the blue gave fifty dollars, to this if i hadn’t put it on facebook, i never in a million years would have thought to send him an email or a note or call him up and say, would you support so that’s a great example, the next generation? I mean that’s almost talking about social media almost feels old school because now it’s all about mobile. I mean, you were all walking around with smartphones, we’re accessing all sorts of information that way and the tools are getting their where that’s going. To be the entry point and the contact point we just have about thirty seconds left, you have an annual conference who’s who what’s the value who should go absolutely great place for folks who are leading substantial programs in peer-to-peer for fund-raising if you are not raising a million dollars or more let’s say you there’s tons of free resource is webinars on insights that you can gather at peer-to-peer forum dot com and we’d love to see you. Okay, thank you very much. Thank you, david. My pleasure he’s at dave cause on twitter twelve years working at the intersection of commerce and cause got tony’s take two and successful giving day’s coming up and you’re gonna hear some something consistent too, and my next guest do around the use of technology for those giving days. First opportunity collaboration it is the single most productive week i’ve spent all year that is from gretchen wallace, founder and president of global glass roots grass roots global grassroots in darfur hi haiti, rwanda, uganda and the us opportunity collaboration is a week long conference in hey stop in mexico, devoted to poverty reduction in all its different forms, lots of people working at the problem in different ways throughout the world i was there last year, i’m going again this year in october if your work is related to poverty anywhere in the world, check it out. Opportunity collaboration, dot net my video this week again from my laundry room, i’ll get out of the laundry room for next week, but back there this week explains how planned e-giving levels the playing field across all your donor’s. It is the great equalizer that empowers small and mid level donors, and that video is that tony martignetti dot com ksc our affiliate listeners in california i’ve got two tickets for you to the ksc our music video festival. It is at the vista theatre in los angeles on a mme april fourth and if you would like those two tickets, be the first one to tweet me. I listened to hashtag non-profit radio on chaos see our radio tweet that to me if you’re the first one to do it and i know you let you and casey are you listen to the show on tuesdays so there’s still time if you want to go to the ah music video festival. Hosted by chaos, tweet me be the first one. I was at and t c the non-profit technology conference earlier this month, and one of the very smart people that i spoke to was karen stein and here’s. My interview with her on successful giving days. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Our hosts are intend the non-profit technology network. We’re in austin, texas, at the convention center. I guess now is karen stein. Karen is vice president for communications and content at network for good. And her workshop topic is the secret formula for successful giving days. Karen stein, welcome to the show. Thanks so much, tony it’s. Great to be here. It’s. A pleasure. Thank you very much. Thanks for taking time on a busy conference day. Yeah. It’s definitely exciting to be here at at the anti cia and see lots of old friends and make lots of new ones. So it’s zoho always in one of our favorite events. Excellent. This is my second year here doing interviews on dh believe this is your second my second year here. And, of course, network for good has been here for many, many years. So since around two thousand seven i think right for yeah, i believe so first ntcdinosaur long before amy sample ward was ceo, definitely definitely and i think it’s it’s growing into i think one of the premier non-profit events teo, be at it? I think so. I mean, that’s always what? You know, there are many conferences to go, teo if for both attendees and exhibitors, but this is when we definitely make a point to always, always be all right. I’ll see you again next year. Definitely make a date. All right, all right. We’ll set you up with an interview for twenty sixteen successful giving days. So now i think the biggest probably most popular, is giving tuesday what are some examples of other ones? Yeah, so different types of giving days, they could be based around the time of year they could be based around a region or an affinity group. So there are things like giving tuesday, of course, which is really the kickoff now for your in giving. And then you have things like give local america, which is focused more on regional giving and other kayman community foundation states have their own giving days. We actually helped maryland. Do e-giving day for their state and it wasn’t a maryland, yes, for their non profit organizations to the maryland non-profit association did e-giving day on dh then you have ah, non-profits who want to come together and do giving days around affinity groups so things like give out day, which was really kind of focused around issues affecting gay, lesbian, transgendered folks, and have those organizations come together not just to raise funds, but also to think about how to raise awareness and use those social networks as a zit means to get their message out. I had henry teams as a guest about a month ago or so roughly talking about the success of e-giving generally and how what a huge spike there was for twenty fourteen he certainly emphasizes the decentralisation of it and all the sharing tools that are available is that common across the successful e-giving days? Definitely, i think that the reason why e-giving days have become so popular is because online fund-raising has become so popular, and it really has decentralized and and decouple the idea of fund-raising and advocacy from just not just the organizations, but it’s really something that everyone khun d’oh! And to think about how you can couple that technology with the idea that we have these large social networks it’s really allowed that to take off in a very viral way, and we often talk about things going viral. This definitely has for sure, and i think it’s great on dh. So what are some other, you know, sort of common traits, important components of a successful e-giving yeah, well, the thing is that that makes giving dae so unique, and i guess so effective is that it’s really using that sense of urgency? And we know that a sense of urgency, especially in fund-raising campaigns can really motivate people to act when they otherwise would not. And so having that limited window of time really gets people excited and it’s very focused, you have a lot of energy kind of compressed in tow one day, twenty four hours, and it really gets people excited, and so i think, that’s one piece of it, right? I think it’s that urgency and to take that and then really empower people with a message and some fun sharing tools. So i think you hit the nail on the head there. Were thinking about how do you not just use social media as a promotion promotional tool, but to use it in creative ways with images, with videos with, you know, some kind of contests that could really encourage that excitement, right? Because that’s one thing that you definitely need forgiving day, you need something had to be fun, and you needed to be interesting, and you needed to be exciting because that’s really what is going to get people to pay attention to you and be motivated to share that with their friends and their family? And so we think that that’s really one of the things that’s, that’s really important, so it’s, that sense of urgency, the idea that you’re having fun but it’s also this idea of specificity, how do you become very specific about what you’re going to be raising funds for in that day? And we find that the most successful e-giving goal goal, it can’t really just be about general giving it needs to have something else to it. It needs to have something specific, so maybe that’s a specific program that you’re working on, maybe that’s ah specific goal that you’re working tour, but it needs to be something, you know, maybe you’re trying to open a new soup kitchen and that’s the particular thing that you’re built, you’re raising funds for its not just about your your cause it’s about that one particular thing, because having that tangible thing again helps you be more creative on and be very specific, and i think it gives people something to really grab onto you and share and understand exactly where their money is going. Okay, interesting the specificity. So do you find that organizations that are just more general say on giving tuesday? You help us out today, it’s giving tuesday, they’re not being a successful is the other right? I think that there is if you’re not specific, you’re not going to be as successful. And i think that it’s not enough to say it’s giving tuesday. So give it’s the same thing as if you were saying now, it’s time for our annual campaign so you should give to us that’s not compelling for a donor. And so i think that, you know, if you can get very specific about the cause that you’re raising funds for, maybe it’s a special, specific project. We see that that’s really makes a big difference because it also helps the non-profit get really clear about what their marketing materials are and what that message is, and it could help you stand out, especially on e-giving day we’re in so many people are actually putting out those fund-raising appeals having something unique can help you stand out above the rest. And so it’s really important for you to be specific about that ass because we know that that’s what donors are looking for, and that really does play into that idea of a e-giving day of really coming together to fund one particular thing that people care about, what should you be thinking about if you’re trying to decide whether e-giving day makes sense for your affinity group? Not let’s let’s put aside participating in something national, like give local o r e-giving tuesday, you’re trying to think about it for your own, like university, for instance, you know, how would you what do you need to think through? Yeah, i think that what you really need to think about a couple different things. I think you need this the internal staff to be able to do it it doesn’t have to be a large debt, but you do have to have someone dedicated to being the champion of that giving day for your organization, because it’s really just like any other campaign, you need to have a plan you need to have. Ah, you know, one who’s going to man those marketing channels, so you need to have somebody dedicated to that you need to really be able, teo leverage social media. I mean, you could do e-giving day without social media, but i think it’s a lot more difficult, so you need to have we’re already started thinking about how do you build that up for your organization to use that as a lever. So you need to have some type of social media presence and you need tohave ah, fairly decent following, and that could mean different things for different organizations. A larger organization is going have probably many more followers. A smaller organization may not have as many, but the followers they do have maybe just his passionate. So you need those people to amplify your message, and then you need a really easy way for people to activate, right? You’re sending out? Those messages through social media, how do you actually get those people to take action and make it very easy for them to do so in terms of donating online or with your call to action could be signing a petition most giving days are about giving funds and making a donation, but some organ it doesn’t have to be, but it doesn’t have to be at a lot of people use that as an opportunity to raise funds, but also to get people on their email lists he really expand their social network. So some of those different asks that you could give to your supporters are yes, we would love for you to support the mission with a mani very gift, but you can also support the mission by sharing this this message with your followers and help us expand that network, and that could be really powerful, especially as we see millennials take hold that’s one way where they really feel like they can make a big difference is being an advocate for that cause and that in some cases, especially for smaller organizations, can be a big win because they don’t necessarily have that built in. Base to communicate, tio way assumed that most people know what e-giving tuesday is, but give local america when i wanted to explain what that one is about because i don’t, i don’t think a cz widely known but it’s still very, very interesting. Yeah, it’s it’s it is, and i think it taps into this idea where so give local america is actually done through a lot of the local community foundations and it’s really all about giving local to your own local charity. So if you are living in austin and i think the us who actually austin is having an event this week called amplify austin and it’s all about giving back teo to those charities and those organizations in the austin community. So it’s really focused on making sure that your charitable donations are staying within the community and really getting people excited about what good is happening in their own backyard. So that’s really the premise of give local america’s toe leverage the networks and then the non-profits through the local community foundations and created giving dae that way. So it is a national day devoted to giving, but it’s, the action is actually happening. At the local level, can we talk some about technologies that you should be employing in your you’re now that you’ve decided to to embark on a given day? Definitely. So the great thing is that technology is really democratizing fund-raising and it allows that toe happen at many different levels by really anyone, and so what we would would recommend is that you have a really strong online giving presents it should also allow your donors to make a donation online very quickly, but it’s also about mobile because we know that a great majority of people are now reading messages on mobile email messages as well as the primary use of many social networks is actually coming through mobile. And so that experience needs to be very mobile friendly so people could quickly take action, get that done and feel good about giving that gift rather than it being a long drawn out process. So that’s really critical. The other thing that you need to think about with your online giving platform is, is there an option for people to raise funds on your behalf? So is there an option for someone to come in and not just make a donation, but actually amplify your fund-raising by becoming a fundraiser for you, so appear fund-raising functionality is also very important for that and then having cement a grated social sharing tools. So we talked a lot about this idea of social media and leveraging networks has really allowed these giving days to take off so that’s one things that non-profits really need to think about us, how are they going to then enable and empower those donors and those fundraisers to share their message with tools right on that page, right on their their facebook page on their web site, just making sure that they’re making it as easy as possible to find those ways to share that message? And so i think those were really the things that are critically important, there are many other things that you could do. I mean, having a great email marketing tool, of course, is one and all these things are typically what you would find for any successful campaign, but particularly the mobile in the social and the pier fund-raising are extremely critical, forgiving days because you need to be able to activate as many people as possible within a very limited amount 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 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 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 ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll now i imagine there’s there’s lead time to this and, well, there’s obviously lead time that’s silly, but in terms of getting some early adopters, maybe, you know, you got some key people lined up way in advance so e-giving day about some of the ground working, yeah, so u need t be planning ahead, so we would say if you’re if you’re thinking about giving tuesday a new it’s only march, but you need to be thinking about that now we would say that ideally, you would have about three to six months lead time if you are thinking of of give local america, which is just in may so that’s not too far away, you still have time to plan that, but those far ahead as you can get you is going to be more you’re gonna have a more successful campaign and one of the things that you need to be thinking about when you’re planning that is being able to identify who are your most passionate supporters, whether those air people within your staff or your volunteer group, or maybe donorsearch one outside your organization, you need to be able to get those people on board. Orderly, get their input, make sure they’re aware of what’s happening and then equip them with the right messages in the right tools to be able teo really amplify that message for you. So that’s really important to think about what more are we looking for when we’re in these people that we’re going to recruit early on long before the early the early adopter? Yeah, i think what you need to think about our, you know, our what is their story? Why do they support you? And i think that’s a really compelling question to start asking those people because that story you can use yourself, tio really inspire other donors, but you need to understand what motivates them. Why do they give to the organization? Why do they care about your cause? I really understand that. I think what you’re also looking for frankly, are people that have large networks, you know, and influence. Yeah, i think i think he want at least two to three people on your, you know, group of supporters that can reach out to the media. Maybe they have connections. You know, your board members are actually great people to get involved in this process, because they are typically people that do have influence in your community or have connections, and that could be a great way to use them t get involved, get excited about what you’re doing and really, you know, kind of make give them something to feel proud about when they’re reaching out to their friends, family and colleagues about why your cause is so important. So those are some groups that you could look to you, but i think volunteers, board members, people that are recurring, geever, you know, we’re really talking a lot about recurring giving it networked for good, because we know that those people are the most loyal in the most passionate people. They’re committed to your organization, and often times they will want to do more for your organization. So that’s, another group that you can look teo excellent. You have excellent way of explaining this very concisely. Thank you, really. So it, sze voluble. Let’s think about trying to make the case in our organization if we believe it’s, right? And we’ve got the tools in place and we have staff that can support it wear confident we’ve got some people in our networks who will take it on right? But, uh, maybe the board is reluctant or the orjust my immediate boss is reluctant with ceo, how do we start to make they bring these people? Yeah, i think there’s a couple of things that you can do, i think you can point to the larger success of these giving days there’s a ton of examples out they’re both from the hyre ed space, but also from from non-profits in general, that are raising a lot of money this way, and so i think you can use that as a springboard for having this conversation at your organization. I think you have to be realistic. You have to think about what is the investment that you’re making in this giving day because you do need teo planning to have some marketing dollars to put behind it. What we would typically say is that you should plan to spend about ten percent of what you hope to raise and so i think it’s important to be really clear on what that goal is for your organization. But it could be a way for you to expand your audience and raise more funds. And so i think it’s ah, this investment that’s well spent. I think the other thing to think about is a network for good. We’ve seen that this type of fund-raising so far has been additive for organizations. A lot of people are concerned. Well, zishe is cannibalizing other giving it actually is very additive, and it could be another way to not only grow your day donations, but it could be a way to grow that donor base, which is a critically important for so many non-profits especially those small to midsize folks that are really looking to build their lists. And so i think, that’s another way, it’s a it’s an opportunity, really, for those people to meet several goals at once and i think that’s a great investment of dollars. How do you assuage the people who do say it’s just gonna cannibalize our annual giving? We’re just going to shift shift time of year that they give, yeah. I mean, what we’ve seen in the data is that that’s not actually the case. And so you know, we we do a lot of analysis on your in giving. And what we typically find is that we see about ten percent of our animal volume for the entire year. Come in at the last three days of the year and that’s been pretty constant. And so this year, we really interested to see what? How did this really big giving tuesday, if influence that. And so we saw that on giving tuesday. I think we are. Volume was about one hundred and forty eight percent. An increase over twenty thirteen on giving tuesday. I was like, okay, that’s that’s nice. But what happened later? Right? Because that’s really where more people are giving what we actually saw is that this past year in twenty fourteen, those last three days accounted for twelve percent of our annual bowling, and that volume actually went up those days got larger. So it’s really interesting. Now we can’t necessarily attribute that cause, but it was just interesting for us to see that happen because there was, you know, we were thinking like, well maybe that is shifting. I think what it is is starting to just accelerate the way that people are giving at the end of the year, but what we saw is that people are giving both in both cases, right? They may not big be giving large amounts on giving tuesday as they will on december thirty first, but what we do see is that the largest average donation comes in on december thirty first and the second largest comes in on giving tuesday on dso and and that’s a bigger gift than what happened at any other time of the year outside of december first. All right, uh, can we still have a few minutes left together? What? What more do you want share that i haven’t asked you about? Wow, that’s a great question. Well, i think that the thing that we would really encourage people to think about is just start thinking about it. I think it’s a great way for you to think about how to message organization in a new way if you haven’t tried it yet. It’s a great way to activate younger supporters if you’re kind of looking for a way to get new people in the door get younger donors involved it’s a good way to activate them, right? Because they really take to this because it incorporates a lot of the behaviours and the technology that they’re so comfortable with using. And so i think, that’s another thing to think about if you’re looking to tap into a new demographic, i think that giving days are way to do that, and there are so many great examples out there that you can kind of look, teo, to see how people are doing this and it’s really, you know about being creative and about, you know, thinking about maybe a new way to spend your cause to people that haven’t heard about it before. Are there other national ones besides e-giving tuesday give local america others that we could participated in before we start thinking about creating our own? Yeah, i mean, i think that the big too, you mentioned i think i believe there are there are other giving days, i don’t have it for some reason i’m drawn, drawing a blank on that, but i think, you know, the interesting thing is that we would really recommend that you participate. In one that has maybe a bigger following. First, because a lot of those organizations, especially the folks, that giving tuesday, have a set of resource, is for you to take advantage of. And that could be really powerful for folks that are just getting started. And not quite sure now. Or forget also provides a toolkit for folks that outlines exactly what you need to do and when. And so i think, it’s really important if you’re just starting out to try to go in on e-giving day, that’s already in existence, like one of these national days, or even a regional event before you think about maybe creating your own event, because i think you’ll learn a lot by doing that, you know, sharing tools or critical on dh there already set up. Exactly, you know. Want to reinvent the wheel your first time out. Don’t leave us with one one tip that you haven’t mentioned yet he’s going to think of something that just in the last minute, but yeah, definitely i wouldn’t say that on giving days, you know, just like any other day of the year, any other campaign it’s all about being very compelling and drawing in that emotion from the donor, so don’t leave that behind like we said, it’s not just about the giving day it’s, about what you’re empowering that donor to make possible. And so you really need to be able to think about tapping into emotion when your thing thinking about that fund raiser and thinking about that appeal letter or that social media post that you’re doing really leverage the powerful work that you’re doing and, you know, send that message out and draw all those emotions because that’s, what really is going to get people in the door? Thank you very much. Thank you so much, tony. My pleasure. Karen stein, vice president for communications and content at network for good. And you’re with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen. Thanks so much for being with us. Thanks. To everyone at ntc and and ten, the non-profit technology network, i felt very welcomed at ntc this year. If you like more detail on giving tuesday, i had the founder henry tim’s on this show, and that was the january sixteenth show from of this year just a couple months ago next week damn piela he’s, the guy in the ted viral video, which is the way we think about charity is dead wrong. Have you seen it? If you haven’t, then you certainly should. He’s, also founder and president of the charity defense counsel. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go for info? Our creative producer is claire meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez, susan chavez, dot com and this music is by scott stein of brooklyn’s yeah, see that that’s, right, scott? Yeah, 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. 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 to 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 and and no 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 zoho, 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 hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. 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.

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Nonprofit Radio for August 22, 2014: Integrate Social And CRM & Technology And Organizing

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Bryan Giese & Jenn Smith: Integrate Social And CRM 

With Bryan Giese and Jenn Smith at NTC
With Bryan Giese and Jenn Smith at NTC

How do you integrate social media data into your CRM database? What social media data should you preserve? I talked to Bryan Giese, Heller Consulting’s director of marketing, and Jenn Smith, Heller’s vice president of digital agency, at the Nonprofit Technology Conference (NTC).

 

 

 

 Austen Levihn-Coon & Rachel Butler: Technology And Organizing

With Austen Levihn-Coon and Rachel Butler at NTC
With Austen Levihn-Coon and Rachel Butler at NTC

Technology has created opportunities for organizing, but also challenges. Austen Levihn-Coon and Rachel Butler identify the challenges and how to overcome them. They share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austen is chief innovation officer at Fission Strategy and Rachel is campaign representative for the Beyond Oil campaign at Sierra Club. We talked at 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 and i’m glad you’re with me. I’d be forced to endure pseudo member nous stomach titus if it came within my ken that you missed today’s show integrates social and c r m how do you integrate social media data into your cr m database? What social media data should you preserve? I talked to brian gz heller consulting’s director of marketing, and jen smith heller’s, vice president of digital agency at the non-profit technology conference and t c and technology and organizing technology has created opportunities for organizing but also challenges. Austin levine kun and rachel butler identified the challenges and how to overcome them. The share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austin is chief innovation officer at vision strategy, and rachel is campaign representative for beyond oil at sierra club. We talked at and t c on tony’s take to a new non-profit radio knowledge base sponsored by generosity siri’s hosting multi charity five k runs and walks here’s the first of the two ntcdinosaur views today with brian gz and jen smith welcome to tony martignetti non-profit radio coverage of ntc the non-profit technology conference two thousand fourteen we’re at the marriott hotel wardman park in washington, d c and with me are brian gc and jen smith. Brian is director of marketing at heller consulting. Jenn smith is vice president digital agency at heller consulting. Brian jen, welcome, thanks so much. Thank you very much for having i’m glad. Thank you for taking time on a busy conference. You’re workshop topic is bridging the gap between social media and cr m let’s. Make sure everybody’s on the same platform on the c r m of course, constituent relationship management which would be your date abate your software for fund-raising and all things engagement with with your constituents don’t have that right. Yes, that is correct. We’ll have no, i know the acronym, right. Is that how you would? What would define cr m as? Yes, definitely. Serum is, you know, your your underlying systems that keep track of everything that your constituents might do. So you know the best case. Everything is connected with the central point being your actual constituent so you can find out. Everything they do across all of your efforts, whether it’s volunteering or fund-raising or communications, if you can have that all center around that one single constituent it’s a great thing, instead of trying to merge databases and merge content. Okay, and thank you and jen what’s the what is the gap between social and cr? Um, well, you know, i think that socialist still a relatively new it’s, a new endeavor for a lot of organizations not necessarily knew in terms of the content they’re creating, but in terms of how they’re thinking about data, so, you know, you can get a lot of information, you can get a lot of social data out there, but how you tie that back into your serum and what you actually do with that data and how it can change things that your organization, i think it’s still a little bit of a mystery for a lot of organizations, so i think, you know, when you’re thinking about social media, you’re really trying to say here’s, a place where we’re engaging with donors and constituents, um, and we want to make sure that we’re capturing the right data from those engagements in order to really make use of that in your overall marketing and communications strategy with with a donor and constituent does this start with mission? Is that the place to evaluate start with our evaluation of how we’re going to integrate these two doesn’t begin with mission. Yeah, i think it always needs to begin with mission, right? And i think it begins really with with your goals and what you need to do strategically as an organization. So, you know, you need to be thinking about what we want to do with fund-raising what do we want to do with advocacy? How do we want to mobilize people? And those things need to still remain in the core of what you’re thinking about even when you’re talking about social media. Okay on dh how do we start this? The integration between social and r c r m you want to field that one? It’s it’s? It depends upon your organization. I think jen said it just a moment ago is starting off with your goals and what you want to achieve what you want to what type of communication you want tohave with your constituents and another argument. Why? Are we in social? Right where we drink, right? Why are you doing it? Where do you want to reach out to them? Where does your audience live? Are they on twitter on facebook on linked in? Are they just gonna read blog’s? How do you connect in with them? And what do you want them to do? What messages do you want to send them? Once you figure out what messages you want, then you can figure out where’s the best place to put them. And then how do you want them to react to those messages? What actions do you want them to take? And and how do you want them to react back to you? Are you trying to just get more followers? Um, that’s a great thing. But you really want to be able to do something with them once they’re following you. Do you have a conversation? Do they feed information back to you? Do they let you know what’s going on in their world on the front lines of whatever your mission might be. And are you encouraging them to do so? Hopefully, yeah. Back. Yeah, yeah. Hopefully that’s where you really want to? Do you want to create this interactive engagement to make people feel mohr integrated and important in your cause and not just give us money? Give us money? You know, you want them to really feel involved in what you dio and an important part of your mission because they really are, you know, obviously we all know that, but people don’t always feel that way. They give their money, they volunteer, they walk away from it, and then they see something in their e mail or something that comes into their mailbox. And they’re like, oh, i did do this feeling kind of transactional. Yes, not relationship, right? You mentioned. Where are your people? Where are the people? You’re going to be engaging through social. How do we find out where they are? Wei have just sorry you were about poor guy. Took a breath ready to talk and i have more questions. But i’m trying to start a hypothetical spot. Supposed to just have them. Ah, us mail. We just have us mail addresses and an email. I suppose we have those. How do we know what social channels we should be in to be talking? T this? This constituency, i think i think a good way to start off with is but there’s a couple approaches, one of them is to do smaller tests and, you know, if you set up in twitter, you set up in facebook and start reaching out in telling your audience that you’re there. So if you have their email address, you have their direct mail address put those presence is up and say, yes, we do have a twitter account, we do have a facebook account, follow them if you like us and then you’ll start to see one gets a little more traffic than the other, you know, ifyou’re on linked in you’ll see, oh, mohr and more people have us on linked in, so we’ll put more effort there, there’s others there’s tools that are available that let you take your e mail address and it’ll search all the channels and say, yes, this person is on twitter is on facebook is on linked in, and i’ll show you all the accounts that they’re on so you could bring that data back into your cr m and connect that together and that’s a huge help, any tools that you can share that sites you can share that that would enables users non-profits to do that there’s one that directly does that it’s called small act their social profile. They do it. Casey golden, ceo of small act, has been on the show from bb khan. Yes, blackbaud unconference last year, casey well, mabe in two years ago, but i was there two years, but one of those past two years of e become casey casey golden was from small act was on. Yes, they have ah there sweet of tools is great for taking your existing set of data and constituents and connecting that to whatever their social networks might be. Okay, so that’s a great way to come back and say, these people are involved in these networks and they’re active there influencers or they just have an accountant don’t do anything so it’s figuring out where they are and if they participate, if they have a facebook account, it might not really matter if they never really use it. And i believe when casey was on, he was on with someone from blackbaud and i apologized to that someone i don’t remember his name hyre they they had done their homework before coming on the show and actually labelled me a key influence, sir, i think i was just so they get me to air the interview, i think it was heavily overstated. I’m barely a user, and but they were they were very generous, jen. Now, once we know where our constituents are, how do we start? Teo engage and then we’ll talk about putting that together with rcr. Um, yeah, i mean, you know, one thing i want to say just in relation to where people are is i think, you know, a lot of organizations end up feeling like they have to be every place when it comes to social media. So as soon as you know, instagram got big, oh, god, we have to have an instagram account or so we have to have a pinterest account or we have to start to get on snapchat there’s a lot of pressure within social media to kind of be on the next new thing, and i think for non-profits, you know, you’ve got limited resource is limited time it’s difficult to prove for a lot of organizations that the investment is worth it when it comes to social media, and i think there were getting better all the time at ways to do that, but i think, you know, as brian said, i think if you start small and and starting with the big too, starting with facebook and twitter is probably going to be a pretty safe bet for a lot of organizations, and once you do that, you will start to see patterns of, you know what? Like, we really have a lot more engagement on twitter and so maybe that’s really where we want to focus more of our investment on and then, you know, and then i think it’s another really difficult thing for organizations to do is to not just treat it like it’s, another channel to push out information and organizations tend to get really wrapped up in like, this is our agenda, these air our goals, these, you know, this is the program i want to tell everybody about without necessarily really listening to their constituents about really what they want to hear or how they want to engage with you or what kind of lifestyle are they leading, you know? So i think, you know, being able to take some risks about not always having, you know, tweets or facebook post that are, you know, specifically on mission, you know, about the organization about a program, but are really relating to people, you know, it was like, you know, if you love animals, this is probably something else you think would, you know, is great, you know, you should totally watch his video, and it may not be directly related to mission at all, but it helps really build loyalty and social media channels when you when your authentic on dh, when you’re not so focused on this is just a channel for us to push something out. But that it’s a way to start to develop, to weigh engagement, but isn’t that what we do in our offline in our real life? How you interact on facebook or twitter yourself, right? Found i’m walking past a restaurant, i think a friend of mine might like it, you know, you snap a picture and said, right, i read an article thought this might interest you forward it to a friend right now, just talking about essentially right, bringing what are thoughtfulness, right online and into the social network, right it is, and it’s it’s the same conversations you might have in person with someone. So, you know, if you’re sitting there talking to your friend and you only talked about your work and your mission and that’s, all you talked about, they’d stopped listening. They would walk away and they’re tired of hearing of it. But then if you say, hey, i saw these other things and you expand the conversation into the richness of us as humans and have that conversation. Then you have friends that stick around, and they like to talk to you because they get a great wealth of information from you and that you should do the same thing with your social networks and be able to have those engaging conversations and listen back to what they say and be interested in what’s going on in their life right? E-giving anything duitz e-giving, e-giving, ding, ding, ding ding. You’re listening to the talking alternative network waiting to get a drink. E-giving this’s. The way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Yeah. Dahna listening key, right? Absolutely not. When we have a conversation. It’s two ways and right. So don’t treat our social platforms is just bulletin boards where where we post and you eat and we we’ve had the broadcast model for a very long time what our media has always been and it’s sometimes difficult to transition into an engagement model, but you really do need to do a lot more listening and finding out what what is interesting to them now, how do we start to integrate this with our cr m that’s? Your that’s, your larger your larger topic? What? What? We need to he’s thinking about teo accomplish that. So i think there’s a few things. I mean, we keep talking about listening. You know, i do think it’s worth mentioning that there are social listening tools out there. And the way that you were identified, for example, is a key influencer was probably through one of those tools, right? Maybe through small act, you know of saying, hey, you’re a cute influencer, and it might be because they said let’s look at how many people follow tony and that’s. What made you a key influence or not? Necessarily, that you tweeted all the time, right? So i think on and let’s take a step further and how engaged those heimans retweets, right? Replies so it’s not just the right number of followers, but how engaged are they with your content, right? Right, so, you know, so you really can get a wealth of data from from those types of tools and when you’re doing social listening and i think what is really important is actually to just go back to some fundamentals and say, ok, if i were looking at everybody talks about a three hundred and sixty degree view of a constituent, right? So if that were really possible and what we were looking at, what would be the data that would be really important to see in a donor record when you’re talking about social media and it might be, you know, you might think about your major donors and you might say, you know, what would be really helpful for a major donor staff would be to know how much that major donor is engaging with us on facebook or twitter, right or or if we’re solving kind of a customer service issue, right? So we had somebody complained on our facebook page, and we responded within twenty four hours and here’s how it got resolved. And so that when that major donor stuart, goes ahead and calls that person a week later, they can say we, you know, we heard you had a little problem, but i think it got resolved, how’s everything going right? So i think part of it is really being able to step back and think, ok, what’s the data that’s going to be most useful to bring back into our serum, and that is going to be different for each organization. And i think it really should be driven by your overall organizational goals and strategy on and then you, because the data could just get completely overwhelming. You know, social listening sometimes, like, you know, you can get a lot of noise, so you have to be really strategic in terms of how you set it up and then what you do with that data. Once you get it on dh talking to the different constituents in your organization about what their needs might be, right, what would the major gift officer liketo have? Right as she picks up the phone and great calls calls her boss because the thing that’s probably least useful but is really what is often how we measure success and social is, you know, number of fans or followers, right? And and it is a measure i’m not saying it’s not important, i mean, i think when you’re reporting back to your executive leadership and you’re saying, hey, we grew our facebook page by ten thousand, you know, fans or whatever i mean, that is a way to measure, but i think it’s really going beyond that and saying, ok, so what? What do we do with those ten thousand people like, how can we serve them better? You know how when we make the experience with us a better experience so that they stick with us forever? You know? And and that’s i think those follow-up questions and thinking about your data in terms of those follow-up questions is really, really key, okay? And it’s important to to consider you’re gonna have different segments of your social media audience? You might have a donor who donates lots of money to your organisation never tweets never gets on facebook or anything like that you might have someone who only donates ten dollars, a year to your organization. Who’s a huge advocate for your organization. And you have to deal with each of those differently. You know, they’re they’re both definitely vitally important to your organization, but you have to include them in different ways. You want to make sure that the person who’s an advocate has the information. They need to talk about your organization effectively and then the donor. They want to see a return on what they’ve given you. So they want to see something that’s important about? Yes, i donated this money. What is it doing for the actual recipients? Is it delivering the mission? They want to find out about that and and see that result. So you have to be very conscious of what you’re different. Social media audiences in general are interested in and provide that information to them. And with such a direct channel you khun definitely look through it and find it. Do you have advice on where to preserve this information within a person’s record? I mean, if we start with razor’s edge, are we able to drill into that level of detail? Like, where would you preserve this information that a program officer or a major gift officer might liketo have? Where we where we actually put it in the c r m? Yeah, years ago, i think that’s a little tricky question because it really depends on the serum that the the organization is using, you might end up needing to do some custom fields you might not depending on what you’re using. So so i think part of that is part of figuring out your strategy for how this comes back into your sierra is saying, where is this actually going to live? And how are we going to access it? And how are we going to run reports, you know, or what can we pull? You know, from a tool set that we’re using, you know, that allows us to get kind of a big picture of you, you know, outside of the serum in different tools will let you do different things like, you know, with sales force if you use radiance six and marketing cloud, they’re already set up to connect together and tio integrate all that data, so that process is pretty much established with small ax tools you could do a data upend, and it brings it back in and connects it for you. But then you have to work with your database administrators to figure out okay, what specific fields are going where? What new tables do we need develop? So you kind of have to work that out in very specific cases. There’s not just a, you know, a big old plug in that’s the social media plug in that everybody uses. I’ll also say just not to plug our session too much tomorrow, but we’ll be joined by daniel birgitta from the national wildlife federation, and she actually they went through and did a small act depends on dh, so she’ll be talking a little bit about that experience and what data they were looking at and how that got presented back to the rest of the staff, and i think it would be a really interesting, you know, organization that’s actually executed some of these things and how that’s look, can you can you talk a little about either that example or another client example, where, uh, i’m sort of interested in in the in the what we need to capture? On dh what? The benefit of that was any you share a client story around something, you know i could share. And i could share an example from something that i actually heard it. Dreamforce. So i went to a social listening session at dream force. And and there were some folks there from the gates foundation talking about their social listening program. What is dreamforce, dream forces? Salesforce conference that’s just todo norvig that’s their eyes. Their ntcdinosaur yes. Thank you. So i interrupted, but i like, you know, i don’t know how to be behind, okay, but, you know, but they were talking about how, you know, when they were when the u n general assembly was meeting, that they had specific you no interest in listening for certain terms in order to engage with people around certain issues. And it was it was a really interesting, practical use of social listening. In terms of, you know, one of their goals was to talk a lot about malaria, right? So so they did some social listening around malaria and the u n general assembly. And when those conversations really started a trend and that was, you know, something. People were talking about, you know, the foundation was able to capitalize on that and really focus some of their communications out into the world around what people were already talking about, and tio insert them in a really smart way into the conversation. So i, you know, i think there’s a lot of different examples, but but you do need to be pretty strategic and how you decide, teo, you know, deal with your data, do social listening on dh, what you decide to bring back into your systems and the ultimate benefit of all this is deeper relationships. Is that is that what we’re striving? Well and ultimately conversion, you know, i mean, i think like, it can be difficult to measure conversion sometimes, but i think, you know, in the end, organizations need to raise more money, right? And so how dio how do these better relationships are more engaged or two way engagement? Really, with your donors and constituents help fuel conversion and whether that’s conversion too? You know, we need more activists on the ground, you know, taking action or changing a law, or we need more fund-raising in order that, you know, help establish. Or run a program you know, that is ultimately what organizations need to do is is convert people. So i think, you know, there is a way where you can have a better customer or constituent service type relationship through social media, a better, better engagement, really, in terms of content that you have out there that can result in better conversion down the road, we still have a couple of minutes left. What else? What else do you want to say about this? I haven’t asked you about anything we talked about. You want to go deeper on anything your i know you’re feeling in our workshop. So what do you want to say? One of the big challenges? Whenever we have the discussion with people about this is, you know, exactly like you were asking, what specific data do i add in and it’s, we can’t emphasize enough how important it is to think about what you want to achieve. I know we’ve said that a couple times, but, you know, we keep hammering it in because everybody forgets about it, and they’re like, oh, no, no, no, we just we just want to get followers and tweet. Counts and and how much they tweet and how many people listen to him and it’s it’s so much more than that. And it’s really that strategy part and what are you trying to do? Why do you want those people? Why do you want more people following on twitter? What do you want them to do? What’s the purpose of having them follow that we were right trying to get up and what’s the purpose of following what kind of communication do you wanna have? And to me, it’s not any different from what we went through with email marketing. It started off the same way where everybody thought email was the next great thing, and we’re just going to send out a billion e mails and everybody’s going to come running after a couple of years you figured out you needed a better strategy for it, and social media is going through that same process of of what works, what doesn’t work? How do you communicate with people through this broadcast? Television went through it, radio went through it. Every new media channel that opens up goes through that same process of figuring out what you can do. What works? How do you make it effective? And how do you really track it and prove its worth gen anything you like, tio, you know, i just would say that it is i worked for a little bit with the corporate sector in particular around social media, and i think, you know, there is there is a great pressure to prove the value of social media, i think, you know, across across corporate culture across non-profit culture, but i will say that, you know, corporations tend to think of it a little bit more as this is a way that we build brand loyalty, right? And and in a lot of ways, it’s that’s, incredibly difficult to measure, like, how do you measure loyalty, right? But they’re spending a lot of money and trying to figure it out. And so i think, you know, that’s, something that the non profit sector will benefit from is the closer they get to kind of figuring some of that out in terms of how do we really measure, you know what this really did for us and you know, and that directly impacts their investment. How much are they going to invest? In social media, right? So so i do think that there’s some everybody’s kind of struggling with us a little, but but i agree with brian it’s, you know, it’s, another channel, it’s, another marketing channel, right? It’s not really mysterious like it’s. Another way to talk to people? It’s a slightly different format, you know, it’s, obviously a shorter format, but, you know, but email was a much shorter format than direct mail, right? So i feel like we’re kind of we’re on. We’re on kind of a very similar path, and really, we just want to have the best kind of engagement in foster the most loyalty for organizations and social media is a really great way to do that. Do you find many clients come saying they get the type of questioning that you’re suggesting, general, why? Why are we doing social media from the board? You get bored? Or maybe ceos? Why? Why? Why are we doing this? Yeah, i mean, i certainly in in the for-profit space, you know, social media budgets are minuscule compared to their other budgets around advertising and public relations, right? So the pressure to prove, uh, you know, return on investment, for example, it depends on the company, but some companies say we don’t really care. This is like, you know, less than one percent of our annual expenditure, right? Okay, that could be actually liberated, right? And others say, you need to prove to us that you know, the reason we’re giving you another x amount of dollars is because it’s actually doing something for our bottom line, but i think brands more and more are seen in particular, i think the loyalty that is inspired by the really great customer service, you know, right? And that that in particular for social media for brands becomes, um becomes really important, you know? I mean it, you end up feeling better about, you know, united airlines, for example, if they respond to you when you complain on twitter, you know, you alright somebody’s actually listening to me and i’m not sitting on hold for forty five minutes, you know? So so i think there’s a lot to be learned there just in terms of, you know, responding and engaging and the listening and the things that really in a in a regular relationship, not online, are really important to people. On di think thatyou wantto you want to foster that as well on your social media program? Brian, we have a couple of seconds. You are no it just increasing, increasing that visibility. You know, if it’s a diabetes foundation or something like that, if you see lots of tweets of them providing advice and help too people with diabetes and you visibly see that, then you see the mission is being accomplished. You see that they’re really doing what they set out to do and that it helps your organization overall help you convert. You are seeing it absolutely into as you just, jen. Whatever the forever conversion might mean it’s. Not necessarily all about older fund-raising but what could very well be excellent. Thank you very much. Thanks. Both. Thank you. Taking time in a busy conference. Brian. Brian, g c is i have it. Don’t don’t coach me. Director of marketing heller consulting jen smith, vice president, digital agency heller consulting. Thank you both very much. Thank you. Pleasure. Tony martignetti cover it. Not non-profit radio coverage of and t c twenty fourteen the non-profit technology conference. Thanks very much for being with us. I have another. Auntie si interview very shortly generosity siri’s you know them, they host multi charity peer-to-peer five k runs and walks multi-channel ity means that you can have an event with a small number of runners because together all the charities at an event make up many hundreds of runners, and then you have a great fund event all day around a five k run and walk. They have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk makes sense for your fund-raising talk to dave lynn he’s the ceo tell him you’re from non-profit radio he’s at seven one eight five o six, nine triple seven and on the web generosity siri’s dot com i have a new non-profit radio knowledge base this week, online engagement, real dialogue, real engagement in the social networks is critical. You’ve heard lots of guests talk about this, it takes strategy and planning and staff and their time and patients. I’ve got links to videos and other interviews with beth cantor, amy sample ward, j frost on a bunch of others all around the topic of online engagement. Those air at tony martignetti dot com that is tony’s take two for friday, twenty second of august thirty third show of the year here’s my interview from ntcdinosaur on technology and organizing welcome to tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fourteen and tc the hashtag is fourteen and tc we’re at the marriott wardman park hotel in washington, d c and with me are austin levine kun and rachel butler. Austin is chief innovation officer for fish in strategy, and rachel butler is campaign representative for beyond oil. Austin rachel, welcome. Thank you. Thank you. Thank you for taking time. Busy at a busy conference. Your your workshop topic is real talk on technology and organizing. Rachel technology has created challenges for organizing. I thought technology was improving our lives and making things so much simpler. Yeah, that’s a great question. I think that really it goes both ways. Technology has created a lot of opportunities for organizing, and it’s also created some challenges that are new on that the world that that i work in the world that we work in has has had teo learn how to use these new tools in the most effective way. To create social change, what are what are some of the challenges that you’re seeing? I think there are a lot of challenges around technology and organizing in making sure that the new technology tools that we have at our disposal don’t overtake and overcome a lot of the tried and true grassroots organizing methods when it comes down to it to create social chains and the campaigns that i work on there’s really nothing that replaces relation, organizing one to one conversations with people and that’s really part of the tried and true methods of organizing that technology can provide opportunities, tio, expand the reach that we are looking at with with the kind of outreach and campaigns that we do. But it’s, really the grassroots organizing tools that that’ll help actually makes sense of of the the reach that technology is able to give us and actually translate that into real bored world change. And i would hope that part of what technology could do is bring us two potential people tto have these deeper relationships with way we’ve broadened our reach, sort of at the at the initial stage at the meeting stage. Absolutely okay, austin, more more let’s, talk more about the challenges before we come. Absolutely and i think i think one of the things building off of what rachel was saying that i cz difficult is really making sure that you’re using the tools that we have at our disposal effectively, and i think a lot of organizations all of a sudden, sudden have access toe so much more data about the people that they’re interested in their cause but don’t necessarily know how to use it effectively, or, um, are having the challenge of understanding you have all these thousands of people who sign your petition online, but how do you actually transition from a petition signer to somebody who is willing to show up in an event or to deliver a those petitions that at the end of the day, too their representative in congress and so on with all these advantages and expanding the met of supporters that you’re able tio really attract your cause? Come these challenges with how do you then deal with or use effectively that other tools or that tools that you have available actually help to train and then to mobilize people? Okay, and what are some of these tools that we’re talking about for, for listeners, perhaps warrant themselves organizing. We’re talking about what kind of tools and then also it’s clearly data as well, right, and one of the one of the more common ones that a lot of organizations have started to look to his hand in this on online petition platform, it’s. Whether whether that’s on your own site or change that or gore move on has developed their own petition in-kind user generated petition platform that’s one of the opportunities to engage with new audiences and new supporters in one of the ones where that has also started to cause many challenges within the adivasi community, as people are still our learning over time, what were they used best for? And where are they not going to be effective? Okay, interesting. So you know, those of us who are outside the organizing community are not aware that technology and these tools are are creating some obstacles for you. Can we can we talk specifically? About what? What? Some of the online petition tools. What kinds of problems are created by them? Yeah, absolutely. Were what, like what? And so i think. One is there becomes this expectation that you’re able to win campaigns with petitions on lee, ok, and so what? And then money is starting to g o and pressures on non-profits to use petitions to raise the, um there visibility of the campaign that they’re working on, and that works for that one specific piece. But you’re not going to be able to win long term campaigns just by starting petitions, there’s a whole host of other tactics that and campaign strategies that need to accompany in online petition for it to be successful. Rachel has a good bit of experience with on this type of work with a beyond oil as well in the campaign strategy, peace and sort of this conversion. Yeah, so the way that i like to think about it is that the’s petition tools and a lot of these online tools are exactly that their tools to enable effective campaigning. And so when we have a petition tool, you know, that brings people in the door. The petition is one tactic that’s part of a larger campaign, and one of the challenges that i think austin is speaking to is what’s that arc that we’re building what’s that overall long term strategy that a petition is an important part of it’s, an important tool, but there’s there’s much more to winning a campaign and toe actually creating change, whether it’s through the sierra club’s beyond oil campaign or any campaign that’s out there there’s much more to it than just the petition, and then delivering those petition signatures. It’s an ongoing process, and that’s really where we get back to the basics of grassroots organizing. And once you have supporters are interested in issue, how do you activate them? How do you mobilize them? How do you give them the skills that they need to become organizer’s in their own right rather than just signers on a petition and at the outset, we need to have our strategy developed let’s not just put up a petition exactly. Let’s get twenty five thousand signatures on a petition that’s not a strategy that’s a that’s, a that’s, a tool and part of ah, you said, you know, part of ah process in a spectrum, and it really translates to social media also where there’s an incentive from to have more facebook fans to have more twitter followers, but the challenge that emerges from that is then what? What next? What after that and one advocates for youth, one of the organizations that was on there was represented on our panel this morning. One of the examples of the work that they do is actually when you get people commenting on their facebook page, when all of a sudden you have these thousands of support fans online, you need to actually reach out to them and see what is it like, how how would you like to be involved and really build that two way street, that relation relationship that rachel was speaking about in order to then bring them into the fold and start to build your campaign more effectively for the long term? Okay? And so the metrics for success in the pathway to success isn’t based on just the number of fans on your facebook vanity metric, right? It’s really about the deeper organizing that that enables, before we get to howto overcome these challenges, rachel, is there another one that you can share again with, you know, people who were maybe outside the organizing community, aside from what? What austin gave voice to that petitions seemed tio be the end all and be all t people what other? What other? The obstacles we try to overcome and using these tools? Yeah, i mean, i wouldn’t even necessarily talk about petitions as an obstacle. I would talk about them or as an entry point. And so if using a petition is an entry point is a great way to engage people in a campaign and some of these platforms that have been developed in recent years allow anybody to use the tools that historically have been in the hands of non-profit organizations and really democratized them and provided platform and an avenue for people that teo start their own campaigns. And so i think part of the part of the challenge that that that we’re working out, you know, as a community of advocates right now is, you know, everybody at this point has the ability to start a petition and then there’s that next step of how do we how do we really democratize that training piece so that anybody who’s starting a petition was also has the skills and has the resource is that their fingertips to how to build that into? An actual campaign. Okay, so the field is becoming a lot more crowded because of the empowerment, because anybody can create a campaign. But how? Well, well skilled are they take it to the next step? Yeah. I mean, i don’t even know if i would i would talk about it in in terms of the field being crowded. It’s that these, you know, there are lots and lots and lots of issues in this world that we need to solve, and we need lots and lots and lots of people to get involved to solve them. So i see it as really an opportunity for people who see an issue in their world to be able to have access to tools, to solve that. So to me, it’s it’s a huge opportunity to get training into the hands of people to you know who are interested in making a better world. And i think these online petition platforms are, you know, it’s, a it’s, a great tool and resource to get people involved and one of the next opportunities that were looking tio two faces, you know, howto latto bring it just beyond starting a petition and mohr into the sense of how are we training? Um, how are we training organizer’s? So that, you know, organizing is not just something that organizations do it’s something that people d’oh. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. It’s not always just don’t online, right? It’s not yeah, go ahead, austin, i think two and two that one of the challenges that is presented with this democratization of kind of social change or being able, anybody being able to say start a petition or sign a petition is then kind of that that next step of identifying we’re identifying which of those petition starters, we’re going to be the most effective leaders and able to then carrie, their campaign through to the end and actually win. And it’s not i think we’ll move on, for example, is struggling with this right now in terms of how do you know which which petition starter is going to be the most effective advocate in the long term? And then, are you able to identify that person were based on certain sides of chris characteristics or some other assessment, and then if they are, and then how can you train them and support them as they go through their campaign so that they’re more likely to be successful in the long run? Or more likely to start more petitions in the future and really become leaders in their communities? Let’s talk. About overcoming some of these challenges. Now, it sounds like it’s a lot more than just share this. But thank you for signing. Please share. We need to go a lot deeper than that. But again, those of us not in the community of organizer’s not not familiar, not aware of how you go a lot deeper. And rachel had it. How do we do some of the some of the training, for instance? Sure. That’s a great question on dh training is one of those pieces that personally, from my perspective, you know, i would love to see the development of better technology tools. Teo teo, you know, not only democratize the who can start a petition but democratize the training that it takes teo effect to run effective grassroots campaigns. So my background is is in grassroots organizing. You know, i come at the work that i do from a perspective of, you know, local organizing from state organizing, and since then i’ve moved. I’ve worked with national campaigns, and so training is one of those those pieces that gives people the tools. Tio i not only identify a problem and maybe started, you know, in the just sort of what’s what’s happening sometimes is that, you know, people identify a problem, they start a petition, but when we’re talking about campaigning, there’s there’s a whole other set of steps that goes on before you start a petition, which you can talk about is a tactic. But when you identify a problem there’s a there’s, a set of planning that that goes on in organizing, where you, you know, you identify what solution it is, you’re working for, you make it a smart goal, and then you figure out what’s the best strategy to achieve that goal, and only after that strategic planning has gone on. Do you go forward with implementing tactics like we’re going to use the petition as a tactic to reach out build abroad, supporter base and then from there will mobilize that supporter base by doing tactic non-technical number one tech to come or to attacking number three, you know, whatever it is that it that fits for your strategy, that’s going to achieve your overall goal to solve that problem that you’ve identified austin, anything running at about the training? Yeah, i think one of the i think, as rachel was saying one of the things that is key and many of these instances where there is an issue that your work men, organizations working on and there may be individuals out there that have started petition a petition on change dot org’s to try and change this, but reaching out to those both either the i think a combination of the individual that has already started the petition, but then also to your network in the communities where you’re looking to effect change and find asking them who are your existing like volunteers are leaders that are active on this issue and then asking them to start the petition so that they’re actually much more well versed in the issue and able to have the likelihood of being more successful and before that even happens, doing the media training, doing the, um so so that they’re actually once this petition is promoted, it’s not just a petition it’s a media moment and you have a spokesperson and you’re able actually tow start to mobilize around it. I could use a little more about identifying who the among the many now now in power petition creators how do we identify how among? Who among them are likely to be the the strongest leaders in the issue? Great question and there’s a there’s, a variety of different ways that this can happen and some larger organizations tend tohave metrics, systems of metrics in their databases that they used to assess how act active and individual supporter is, have they? How many different types of actions have they taken? Are they eh facebook fan? Do they have they signed an online petition? Have they attended in person event? And so through kind of those metrics, you’re able to identify some of the more likely candidates that could be those really strong super supporters in for your campaign. In addition to that, yeah, there’s the opportunity to tio have these people then go through essentially what are a series of tests instead of like an application, you asked them to take another action a couple like write a letter to the editor or write a blogger post about this issue that you care about, and in that way, vet them for your organization and then and as a result, are able to really, um, identify passively who who these people are that are most likely. To be good, good leaders for your campaign. So something that appears a call to be a call of action may actually be an organization sort of putting you to a test and seeing if you’re stepping up. Absolutely okay, yeah. Rachel, you’re going. Yeah, i was going to add. I would say, you know, it’s it’s one way vetting them is one way to think about it, but i think another way to think about it is providing opportunities to take further action because it’s, you know, think of if you get sent a petition online when i get a petition in my inbox, it may be an issue that i really care about a lot, but there’s no way for the organizer of that petition to know unless i’m provided another opportunity to take action. So part of what austin is talking about is providing those additional steps, those additional opportunities for somebody to rise to the top if it’s an issue that they are really passionate about. So part of what is what austin is talking about is providing a you know, what’s called a ladder of engagement, quote unquote, that allows people tio take further action. And get further engaged on an issue that they’re interested in in and passionate about going and what’s important to realize at the same time is that the latter is not the same for everybody and that some of your more passionate advocates are going to be turned off when you’re asking them to sign an online petition because they don’t know they know that they want to do more, and you have to give them that opportunity and so understanding that some of your more active supporters are going to be turned off by your request for them to do a any action when what they really want is to organize their friends and their community around the issue. And how are you going to know that? How do you know if you’ve offended someone? Because you’re ask is too small and here’s where the interesting challenge comes in? Is that it’s it’s an ongoing attest and battle tio identified teo figure out within your own community? What are those indicators were one of the easiest ways is really to talk to your supporters to send them an e mail to call them after they take an initial action. And or don’t take one after they’ve our been so active for a long time, okay? And in the world of of traditional grassroots organizing, part of part of one of the tools that’s used to really identify what somebody’s interested in what they are passionate about is is a one to one conversation. So you actually sit down with somebody and talk to them and ask them, you know what it what is it that motivates you? What’s, what are you interested in? And that way you’re able to not only meat your supporters where they’re at, but you’re able to gauge what’s the best way and what’s the way that they’re most interested in being involved. So i think part of part of the, um, one of the challenges that we’re facing is how do you use a lot of these tried and true grassroots organizing techniques and apply them in a digital world where you’ve got the challenges of just, you know, being in front of a screen rather than face-to-face we’ve also got these challenges of scale where you’ve got, you know, potentially, you know, one hundred thousand people signing a petition, so i think that’s part of that’s, part of the challenges that come along with technology and organizing and in in the real world, in grassroots organizing campaigns, there are some tried and true methods and tactics that we use and tools that we use teo build and win on issues and learning how to use those in the digital world is part of what you see happening right now. Okay, we’re gonna leave it there. Thank you both very much. Thank you. Uh, thank you. My pleasure. Austin levine kun is chief innovation officer for fishing strategy. And rachel butler is campaign representative for beyond oil again, thanks very much. Taking time. Thank you. Pleasure. Tony martignetti non-profit radio coverage of ntc non-profit technology conference. Thank you very much for being with us. My thanks, as always to everybody at the non-profit technology network and ten. And at and t c was great fun being there. That was last march or april. There was last april. Loved it next week. Dori clark is with me for the hour to talk about your personal brand. Whether you’re an employee or out on your own, you’ve got a brand. What is it? And how do? You manage yours. If you missed any part of today’s show, find it on tony martignetti dot com. Remember generosity siri’s for those five k runs and walks, generosity, siri’s, dot com or seven one eight five o six, nine, triple seven. Our creative producer is clear. My raph sam liebowitz is our line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Co-branding dick, dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking alternate network duitz waiting to get into thinking. Nothing. Good oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m we’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Hyre

Nonprofit Radio Knowledge Base: Online Engagement

 

Video interview with Beth Kanter, master trainer & speaker, from Fundraising Day 2013: Online Engagement & Measurement

Aria Finger, DoSomething.org‘s COO on Mobile Engagement

Amy Sample Ward, Nonprofit Radio’s social media contributor & CEO of Nonprofit Technology Network (NTEN): Get Engaged

Video with Jay Frost, CEO of fundraisinginfo.com, from Fundraising Day 2012: From Engagement to Action Online

Shari Ilsen & Lauren Girardin, from NTC, the Nonprofit Technology Conference on “Engagement: Motivating & Measuring”