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Nonprofit Radio for August 26, 2016: Design On A Budget & Communications Mythbusters

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Oliver Seldman, Leah Kopperman, & Jessica Teal: Design On A Budget

Oliver Seldman, Leah Kopperman & Jessica Teal at 16NTC

Component based design will help you whether you’re working with a consultant or designing internally. Our panel talks through the process, from site map to comps. They are Oliver Seldman with Advomatic, Leah Kopperman at The Jewish Education Project and Jessica Teal of Teal Media. (Recorded at 2016 Nonprofit Technology Conference.)

 

 

 

Melissa Ryan, Kari Birdseye & Burt Edwards: Communications Mythbusters

Melissa Ryan, Kari Birdseye & Burt Edwards at 16NTC

What advice is truly useful and what has overstayed its welcome? Our panel from NTC will help you separate myth from reality in video; thank you’s; mobile; virality; press relations; and more. Advice comes from Melissa Ryan at Trilogy Interactive, Kari Birdseye at WildAid, and Burt Edwards with InterAction.

 

 


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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 with the breaking cracking fourteen year old voice. Did you hear that? But i’m still glad you’re with me. I’d go into a wreath is, um, if you irritated me by missing today’s show design on a budget component based design will help you whether you’re working with a consultant or designing in house, our panel talks through the process from site map to camps they are oliver seldman with advomatic leah kopperman at the jewish education project and jessica teal of teal media. This was recorded at the twenty sixteen non-profit technology conference and communications mythbusters. What advice is truly useful and what has overstayed its welcome, our panel also from ntcdinosaur will help you separate myth from reality in video thank you’s, mobile virality press relations and mohr the advice comes from melissa ryan at trilogy interactive, carrie birdseye at wild aid and burt edwards with interaction on tony’s take two don’t be in the woods on planned e-giving we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant. Dot com and by we be spelling super cool spelling bee fundraisers, we be spelling dot com here’s, our first panel from ntcdinosaur with design on a budget welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. This interview is also a part of ntc conversations wrapping up our coverage on day two. We’re in san jose, california, at the san jose convention center and with me are oliver seldman, leah kopperman and jessica teal. We’ll meet them very shortly. Talk about their topic design on a budget first, i have to do the obligatory swag swag mentioned shoutout for this for this interview, which is from m d they do wordpress droop elin sales force. You see it’s a pen that’s also a very, very sturdy suction cup holder for the pen. And we have a what we call this our ever know bourelly also there bobblehead what troll now it’s, a combination bubblehead troll doll with very thin thinning orange and white hair. I implore you, if you’re only on the audio feed, please go to real tony martignetti dot com. You can turn it off after the first one minute twenty seconds and you’ll get the benefit of this, but you won’t get the benefit of our panel. Yeah, please stay for that, you’re sure. But if you only want to see the bobblehead troll doll, you could turn it off after one twenty. All right, so we’re gonna add this to the day two swag collection. Not too elegantly. I’m gonna add it. Thie bubblehead troll dollars now horizontal. Okay, design on a budget. Let’s, meet our panel. Oliver seldman is technical lead for advomatic llc. Leah kopperman in the center is analytics and digital director for the jewish education project. Jessica teal is teal media. She is co founder, founder, co founder and ceo. Executive director. Yeah. Everything all right. Hr as well. Right. Welcome. Welcome to non-profit radio. Thank you. All right. Design on a budget. Jessica let’s. Start with the teal media. Sure. We do not have to spend a lot of money. Tohave elegant, meaningful, impactful design. I would say that it’s more of a wise use of your money in terms of design. Buy-in all right, so how did i what did i miss state then what do you mean, it’s? More about how you approach the design. Our entire panel was about a new approach to design, which is component based design. Kind of trying to stop the old way of doing things which was static individual pages and kind of stopped that way of thinking and move to more of a component based approach. A component being little chunks of information that can be grouped together. On a page and then you bring in the individual components to form your website experience. Okay, all right, so we’re talking about website design the worst okay website design little little chunks of of content, and these can be repurposed and maneuvered. And okay, leah, help me understand more about this. This component based design absolutely three of you have been thinking about this for months leading up to a ninety minute presentation, and i’m only in my first three minutes and twenty seconds. So bring me along and it could be, i think, a little abstract toe understand at first. But in the more traditional design process, you get sort of to a phase where the designer has designed out on paper, using photo shop or some other design tool. What the website is going to look like a right and then that goes to the developer, and they build that and there’s this long period of time between the design that you saw and then the build out and what you get, and they always look different, because print design and web design are not the same thing. And so when something’s just designed in print and then you see it on the web, there’s always ah, hold up where you get the delivery herbal and your stakeholders see it and say, that doesn’t look like that looked, and we don’t see what we expected to see. And so you get sort of surprised and held up, and lots of little things need to be fixed before you can move forward in the component based design process. You get it. You do get some pages concept of what it’s gonna look like. But instead of having this long lag period between the getting the design and building the design, what you get is a design that’s like the overall mood and look of the site, and then it actually starts to get built in html in prototyping, using that look and feel, and then the the deliver ball comes to you, that is, say, just a form and you get the form and you get that tow look like you wanted and it’s being delivered to in html, so it looks like it’s really going toe look instead of what it looked like on paper, and if you don’t like something about the form, that doesn’t mean you can’t keep moving forward with what does the header of the page look like? What does the men you look like? What did the button look like? What does the you know? The subheading text look like verses. This page is no good. This doesn’t. This page doesn’t look like what i was expecting. So you build all these individual components? Each one is a small delivery ble. You can get them to look like you want them to look. And then the beauty is when they all get put together they can be re combined and like almost infinite ways. And so the content people who are working with it don’t have to think about so much like oh, should this be green here? Should this be blue? Here it is mohr that they can just okay, i need a video block here. I need a header here. I need a sub header here. I need a text block and you can. They could just take all those blocks and put it on the page and put the content and they want and they don’t have to worry about making sure it’s going to be formatted correctly. Okay? Okay, oliver, are the three of you anarchists in the design world? Why are you causing trouble? I don’t think it’s causing trouble i mean, we we’ve we’ve used this approach for for big budget projects as well, i mean, it’s not it’s, not just about trying to disrupt something or to get things cheaper. The the the ideas here are beneficial, even on very large projects. One of the main pieces of this puzzle is building this component library, which which s so it’s, the entire style guide of the site and all of the components exist in a living library. So as you go through and make new additions or changes, you’re maintaining this consistent, readily available and reference oppcoll library of your styles and your components, and so you can always make sure that even i mean from the beginning, but also through the life cycle of the project that they’re all they all remain consistent with one another. A change you make six months down the road doesn’t break some other component. It allows you, teo, maintain a consistency and, you know, kind of build up your site and in fact, the functionality around on building. Pages like thinking of these components as like lego building blocks where you build the key essential pieces, but in a way that they all fit together gives sight builders and content creators quite a bit of flexibility when the time comes to build a page, because they can grab this component and grab that component, and they actually can put together completely different looking pages by combining the different components. So part of the way that we save money is you can limit the layouts, but but then the content creators can actually customize their their page builds on a page by page basis. So, you know, you design a layout that can accommodate a sidebar and a bunch of different chunks of content stacked on one another, and then they kind of piece it together, like pulling components from here and there and your lego metaphor? Yeah, all right, all right, you’re tuned to non-profit radio tony martignetti also hosts the podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really? All the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Dahna so we’re here to learn this component design process, okay, now i’m a non designer, the only non designer on the panel, i presume i’m not. I’m not way have only on one representative. Lee is the only thing she’s the outlier not made alright, i mean, just sorry, jessica, not me, all right dahna where should we start with my our instruction? Well, the two of you have already learned it, even though so my instruction in this of this new process where we where do we begin? Sure, you need to start with some careful planning on that would be, of course, perhaps the client sitting down with the consultant working through all of the various content chunks on the website to determine what that inventory of possible components might be, and kind of doing a lot of preplanning within your own internal teams just to figure out what you’re going to need what’s going to be my key functionality? What? What are going to be my key features? And then working with your your way web design and development partner through the first delivery bubble, which is a site map, which is an organizational diagram of how that site is organized that will show page hierarchy how maybe pages might link together. We also start to get a sense of where can we? We reuse page templates and similar layouts and kind of nail that down everything’s going to be organic throughout this process were constantly learning as we go, but once we kind of feel pretty solid about that site map, then we go into what’s called the wireframe ing process, so think of wireframes those blueprints, they’ll be black and white line drawings that show how a page is laid out, approximately where the content little blocks will go, where the components will go. And as we begin to plan out, those page templates will also be able to see repeating patterns and places where we khun re use these little chunks or components of information, by the way. Jessica it’s very good that you explain what a wireframe is because okay, on tony martignetti non-profit radio, we have george in jail. Oh, didn’t even i didn’t have time to put you in your excellent work. You just walked past the jail. Well, even even notice notice you’re walking past a penitentiary, i mean the purpose of our discussion as well to we wanted to make sure we helped to find some of these. Concert. Yes. Okay. Excellent. Excellent. From wireframe leo, do you want to take it from wireframe? Sure. So once you get past the wireframe phase, which again is sort of abstract, you get a concept of what the site might look like, how things are going to fit together on various like what the pieces are, but it’s black and white it’s like it’s, like name or a skeleton it’s. Almost like thinking of like, a napkin sketch, right? I mean it’s a little more developed than a napkin sketch. But it’s really? Just like what? This could potentially look like that the that there’s going to be a hero across the top, that there will be the block column on the side. There was a video here, o o c i just got in georgia jargon. Jorgen, what the heck is a hero? Ah, the hero is you’ll see this on a lot of sites. It’s ah, large image across the top. That is a very visually striking. And that creates ah, sort of tone for the page. Often they also will rotate images, but there there will be maybe text across it. It’s it’s tries to sort of set the whole feeling of the page through a through some type of image. A photograph. Okay, okay. All right. Good. So, yes, you’ll know the location of the hero, but you won’t know what the hero is going to be. Not at all. Not at all. It will just be like it’ll say hero that, you know, okay. And and then there will be a a block that’s like black, and it’ll have a little youtube play button in it, and they will say video like, you’ll know that that’s where the video is going to live. But you have no idea what it’s gonna look like. Okay, so you get those you agree how that’s gonna work on and then you move on to the next phase, which is where you get style tiles. And that is where you get a sort of conceptual idea of what the look and feel of the site is going to be. Think of it, sort of like what you might get with an interior designer when you they come to your home. And they have, like, fabric swatches and, like a little piece of, you know, like a photo of ah, wall sconce and, you know, so bored, yeah, mood board and you ah, so you get a few different ones of those for different directions you might take without them having to build out a whole kant visual concept, right? So you get you picked the one that fits you best, or you work with one of them to get it to fit you best, and and then you can move on to the actual designing dahna keep a jj comprehensive design like, like the photo shop type of design, you do do a little bit of that because you do need to have some deliverable to take to your stakeholders and say, okay, this is the direction that we’re going in, but will be, but you’re not goingto take them a design for every single page on the site, you don’t do a comprehensive design for every page on this every primary patient. Exactly, yeah, and pages that require either heavy branding or heavy visuals. So think of your want photo shop cops for like, your home page or a major issue landing pages, but you might not need a full come for like your blogged page, which really is just a list of information that looks is repetitive in a list format that has a photo and a headline in some paragraph text. You don’t need to do a full comp and photo shop for that because you could just drag those components over the headline style, the paragraph style, the photo style in the link. Okay, okay on and then so then you’re now you’re getting feedback from you’re you’re your your client, the whoever’s in charge of this project and in this scenario, i’m the client in charge of the project right there working on the design for me. Yeah. Oliver, what? What was your role? This? I thought you weren’t you’re not a designer. I’m ah technical lead. So i’m just i’m doing the development building. Oh, you’re building here, just your building, just building building design. Eso just just point out a couple things. So in terms of like the title of this session the budget element of it on the benefit of the style guide i’m sorry the style tiles is thatyou khun uk rather than focusing on redesign coming up a five or six different designs or three or three designs for the site, you can actually do in the in the same prices. One design you khun do multiple style tiles so that you can be really thinking about and talking about what, what the site is supposed to feel like and look like with many options on a on a much deeper budget. All right, so just so we’re sort of breaking this all down in tow, component pieces are it was called the component based design problem, so you’re so instead of us having to conceptualize and approve or disapprove an entire pages and maybe an entire site that may not be quite right, but yeah, big, big pieces, yeah, we could take a little pieces and say, you know, i don’t really like this hero, you know, you should wear a quick study, i don’t like that here or there don’t really belong there, but we can talk about other things that are cool, like the donation, the format of donation, the button and the forms and landing pages, etcetera. Okay, yeah. Breaking into chunks, in fact, measurable chunks. During the dirt at the next phase, after these, you know, these these delivery bals are are approved is to actually start building out the prototypes of these components right component, which can actually happen quite apart from the back and development, quite apart from all the other phases of the project. These these things can all because they’re modular, they can all be happening in conjunction with one another. And, you know, to to your point, one of the major benefits is that you can actually start delivering versions of these prototypes, the donation button, the hero, whatever way, before someone would ever expect to see a page and so you can really get the client can really feel empowered to affect the overall process of the site and also just gets incremental reassurance things you’re moving. Oh, i’ve approved the donate button. That’s cool. We got it covered, right? I proved the donation form that things are moving along very nicely. Verses got this project is never going anywhere. Well, i get his designs that i can’t stand or then that two months go by or three months go by and then you just kind of get handed. The whole thing, and then you’re that’s when, like the worry begins or you you encounter stakeholders who didn’t quite get something from a piece of paper before now seeing it in real life for the first time, whereas in this in this process there, seeing it in real life from the very incrementally and when they see it in that older way for the first time it’s already completely built, and then you have to spend mohr labor ongoing and rebuilding stuff that and when your prototyping it in html you, khun, do a lot more of the build, and not have to rebuild on a bigger scale later on. So that’s, another money saver what’s the genesis of a component based design. Who created it? Was it one of the three of you? You know, it wasn’t e i thought that maybe you, jessica, there was not. I don’t know the genesis of it, though i have a feeling it may be developed out of the agile design and development process. Julie again, we’re programming pieces and right i know about and, you know, taking the approach of let’s create a minimum viable product first of the bare bones that will get you there and meet the criteria that you need for launch. And then as we grow and expand, tested yet learned and pivot and testing exactly and so component recent brain process, yeah, it’s a good match for that, because you’re constantly building on things as you’re learning and it’s better to do that in little chunks versus big pieces. Okay, i think they’re also like multiple many facets of this approach each kind of coming from different disciplines for example, the notion of ah, like a living style guide, it has been ah, semi recent, but ah increasingly adopted technique for managing the look of your site on dso, you know, fitting components into that is just a kind of natural, natural progression. You know, the sum of these things like that we’ve been talking about wireframes and page comes and site maps are have been part of the development. It’s not those elements are nothing new, it’s just the kind of way that we’re combining them for this purpose, that is, that is but it’s tze more of an evolution than somebody coming up with a new thing. Yeah, that’s very good, actually on evolution and i oh, i think lee, amid an awesome point on the panel yesterday in terms of just having an organizational change on don’t know, flee if you wanted to mention talk about it seems to have been retweeted a few times, so i guess people liked the analogy. I was saying that there’s this older organizational mindset, that building a website is like a one time investment like you’re investing in a piece of furniture, like a file cabinet, and really, the mindset needs to change because websites air living and breathing things that need to change along with the organization. So you should really think of your website as more like a program than like a file cabinet. Okay, yeah, this process really allows that flexibility you you end up with, you’re not you’re not locked into something because a new component can be added whenever you have a whole language of a visual language. So it’s very easy to change or add things when the time comes it actually, the process is about kind of thinking about howto refine or no hone the essence of what you need so that you can grow and pivot and change it without without issue major just rocked out are their opponents to this process. Naysayers who prefer toe prefer to do it the old traditional way of designing a website. I mean, i can i can imagine that there might be a client for whom the suspension of disbelief for talking about what is a component and seeing how you know a style tile will lead to a design on dh feels that unless they see everything on every page finalized a visual of it, that they’re unwilling to you, check off the approval checkbox, and that for that, for that person, it may be difficult, or for someone who doesn’t have ah, internal technical advocate s o that there they don’t have anybody on their end advocating for ah process like this, it might be difficult for them to buy into it. Ladies, have you seen objections to this or or heard them yourselves? I wouldn’t i’m sorry, i wouldn’t quite call it objections like oliver was saying, i think there’s a certain level of discomfort with an unfamiliar process and that in the past when people that the folks who are, you know the stakeholders working on. This site rebuild, they’ve been through a site build before, and it’s followed the old process and so that’s what they are used to and changing the process so much feels it’s there’s a i think a fear of making small decisions on signing off on this is the site map. This is the wireframe because there’s a fear that once you approve that wireframe you’re completely stuck with what it’s gonna look like because in the old universe, once you approve what a layout was going to look like, that was the layout you were getting. And in this universe, when you approve something, you still have this flexibility of these components, that you’re going to be able to move around and using different ways. But until you get to the place where it’s more concrete, i think that that that that hesitancy and discomfort with this new process continues to play out. So i think it move some of the anxiety of the project to the front end of the development cycle and as you go through it, that there’s less and less anxiety and by the time you get to the final design people are comfortable with it, and what they get is what they’re expecting to get. Yeah, jessica working with it the whole time, right? Jessica has till media had clients objective, this method of web site design. Like leah said, there hasn’t been objections it’s just been we’ve had to spend extra time educating folks about the process and making them feel comfortable as they go along. So, yeah, i don’t think that there’s any strong opposition it’s just hard with zsystems because the last one wasn’t like this, right? Right, right. Okay, wei have just like, another minute or two together. What do you want to leave people with that we haven’t talked about yet, leo. You’re leaning into the micro? Yeah, there’s one thing that i didn’t talk that none of us talked about that i do want to talk about that’s, another real money saver for the project. The the way that we’re doing this design process is actually with two separate scopes of work. So the first is this design phase where we’ve been talking about getting through to style tiles and during that process, the technical lead oliver is is listening in and participating and understanding what we want. The site to be able to do technically and making a list of all the functional requirements for the site and we have a set budget and we’ll get a scope of work at the end of this cycle that respects that set budget and tells us with this budget we can get these components built on dh this khun b on the maybe we’ll get to it list and this khun b on the you we can do this in the future, but it’s not going to fit within this budget. And so you get a really good prioritization of what really matters and you build like jessica said, the minimum viable product now at least, and you have a sight that you can launch and then you can continue toe add functionality to it once it’s already live? Yeah, that that concept takes into account the world of development, being in perfect and hard to estimate, and you don’t always know how long something takes to build when when the time comes and so it accounts for prioritizing what’s most important on dh then, you know, finding a range of what to accommodate and about as they were. Saying finding a kind of minimal point where we can say this is done, it works the way basically needed tio and then kind of continuing to add to it and okay, how about we leave it there? Thank you. All right. Thank inky advocates are advocates for the component based design process. All right. And they are oliver seldman technical lead. It advomatic llc. Leah kopperman analytics and digital director for the jewish education project, and jessica teal of teal media. And you are with tony martignetti non-profit radio coverage of ntc teen the nineteen nineteen. The twenty sixteen technical women i’m losing. It was our last last time technology conference. I need to take this in chunks component it’s. Tony martignetti non-profit radio coverage of sixteen ntcdinosaur the non-profit technology conference. Thank you so much for being with us. Thank you. Thanks. Pleasure. Communications mythbusters coming up first, pursuing you know them. You know, these people that you have fund-raising tools for small and midsize shops. I beseech you, i implore you even check them out. You need to raise more money. I know you do. Pursuant has tools to help you. Ideal for our listeners in small. And midsize or eggs? I can’t say it any simpler pursuant dot com and we be spelling spelling bees for non-profit fund-raising this is not your mother’s spelling bee. They incorporate concerts, dancing, comedy and fund-raising and is a spelling bee. They have a very fun, very really pretty hip video at wi be spelling dot com and b is b e we be spelling dot com now, it’s time for tony’s take to i don’t want you to be in the woods ds on plant e-giving it is not a black box, it should not be intimidating to you there’s no need for it to be intimidating there’s a lot that small and midsize non-profits can do to take advantage of these long term, very often endowment building gif ts you have possibilities around plant e-giving and the place that you always start is with requests. I talk about that and also retirement plan gif ts and marketing those and the same with life insurance all in the video at tony martignetti dot com don’t be in the woods on planned e-giving please that’s tony’s take two live listener love it’s got to go out, you know it’s coming. It’s just a matter of when live love to our live listeners from asia and now recently europe has been checking in and of course, the domestic live love goes out as well for those listening right now, which is later than now when i’m talking it’s it’s now, then for those listening now, then later, then now my love to you and the podcast pleasantries. Who knows when you’re listening it’s so much easier to do podcast pleasantries couldn’t have to explain the difference between live and now and then and later the pleasantries go out to the over ten thousand podcast listeners and i am an affiliate am and fm affiliate listeners affections to you let your station know that you’re hearing non-profit radio please affections to our many am and fm affiliate listeners. Here is our next panel from auntie cia, and this is communications mythbusters welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference in san jose, california. This interview is also part of a t c conversations with the convention center in san jose. My guests now are melissa ryan carry birdseye and burt edwards. We’re going to meet them. Very shortly. First have to highlight our rust and ten ntcdinosaur swag item of the of the interview. And this is from jmt consulting. Very nice green your earbuds in a case. Very nice jmt consulting. We had that to our swag pile for today. Would have had a bigger pile. But from yesterday, when it got stolen overnight, who knows? Who knows what happened? It was a good and ten scarf there. There. I mean, i’ve already said the scarf gots carved. All right, let’s, meet let’s. Meet the panel. Melissa ryan. Is it right here? Melissa ryan? Yes, of course. Is director of client services at trilogy interactive she’s seated closest to me. Carrie bird’s eye is us campaigner for wild aid. And burt edwards is director of media and web strategy at interaction. And there seminar topic is communications mythbusters. Best practices versus bad advice. Let’s. Start in the middle. Okay. Um, carrie? Yes? What? What are the why are there so many misconceptions and so much popular wisdom out there about marketing communications? How does that how do these things perpetuate? I think that people like to make money off of telling other people what to dio and so there’s a lot of people in a cottage industry trying to make basically what’s good manners, being a real person and being true to your communications, they they put out, you know, a lot of misinformation around, you know, something that need need not be a difficulty as they make it sound auras? Yeah, right. I’d come stated. Yeah, all right, all right, bert you’re nodding a lot. I am that all right? I’m sorry, bert. I didn’t have your makeup start again. Please. Yeah, actually, this is how the panel first came about our other mythbuster, colin delaney, who is actually in a panel. It was a discussion that he and i were having about what we were hearing he’s now on the consultant side, i work for an ngo called interaction, and we were just talking about some things that we were hearing, and it was like, i don’t know if that really shakes out and that was kind of idea as far as like, putting together a panel of miss busters and to try to get the audience and engaged in a conversation. How are you, melissa? You want teo to? Yeah, i mean i think it’s often like a game of telephone, right? Like you read a case study and you tell me about it and you get very excited. I’m very excited about it. Without seeing the case study, i tell car e about it. And then what it ends up to me is, you know, i hear from a client or a potential client or another consultant. Well, i hear the on ly time that’s where sending an email is thursday at nine. P m s o i actually i approach it with the best of intentions. But i try to think of it it’s like a game of telephone. Okay, okay. And i’m sorry. I mispronouncing names it. Khari khari nufer i answer to both. Well, well, which would you prefer if your name you have a choice. Carry. Oh, i’m so sorry. Oh, she pronounce you mispronounce it it’s my fault. Don’t apologize if you believe this it’s. Unbelievable. All right, i think it’s pretty the way you say it. Curry is pretty. Sounds very exotic. Alright, but carrie ok. All right. I got lucky. I should have asked. Okay, let’s. See? So should we just start with a bunch of myths around communications. Uh, i don’t know. Thank you. Notes have to go out within twenty four hours. Is that a legitimate one? Because you have you have some of the legitimate right? Some or not, thank you. Notes for gift should go out within twenty four hours. True or false myth or myth or fact, i would say that spots is long as the sentiment is genuine. Okay? And and an authentic i mean a canned response that comes out really quick. And it looks like it can response. I don’t think that that really, really get you much with anyone. Okay. You rather seymour? Genuine sincerity. Maybe it’s. Thirty six hours or forty eight hours, but not a week. A week is too long. Is that a myth or fact? I mean, you want to get them the thank you note where they still remember having made the donation the world fuzzy feeling my hat is off to everyone who can get the thank you note out within twenty four hours. But i think it’s a nice toe have not a mustache. Ok. How about the week, though? That seems to me now my voice is cracking, although like a fourteen year old a week. Seems like, you know, you didn’t really care that much. Um, i wrong is a week. Can you burn? Let me challenge you. Can i can? Is it possible to have a really sincere message? A week after the donation? It leaves my office the week after the donation so it might not get to the person till eight, nine, ten days, depending out far away. They are. Is my outside the bounds of propriety in thanking donors. Yeah, i would say that. That’s a bit that’s. A bit long. Okay. Okay. So we could say somewhere between a day in a week. All right, but the panel doesn’t feel it has to be twenty four hours. Okay, it’s. A good goal, right? I mean, it’s, something to strive for. Well, if you’re doing online donations, you should be able to get the thank you out very shortly afterwards, because so much of that is automated, that sort of unless you want to sincere that’s. Too sincere. I mean, automation can certainly personalized. But if you want to sincere, maybe a hand written note. Last panel was talking about handwritten notes. How was that small organization? Yeah, or a very big gift, right? Okay, all right, um, all right, so i threw out the first one, greece, to slide a little bit. Now, now, it’s your turn, let’s, start, throw out some conventional wisdom and let’s beat it up. Yeah, so we had one myth that came up when we chatted previously, and that was the concept that online videos only work for cats or kardashians. Oh, yeah, now people believe that i mean, i think, alright, carrie, what, you’re laughing the hardest. Why is this wrong? Cat or kardashian never hurts, but you don’t need them. Sure, i think thoughtful, authentic, engaging material targeted to your specific audiences, always gonna work okay, can we? Ah, can we say that production value is less important than sincerity? I think that’s bearing out to be more true, i think we went through a trend where everything people wanted very highly produced content, and i feel like we’re sort of moving away from that online. Yeah, okay, sincerity trumps ok, we’re going through these rapidly, so well, i see big jugs of chocolate milk is that somebody was talking about? Yes. Yeah. Looks like they’re setting up a snack because the time is about to eighteen now, uh, snack is good. So you may hear something. My voice cracked against it. So you may hear some food setting food preparation. I mean, we’re in a convention center, you know, it’s gonna happen. But there are these big urns of chocolate milk, man. I mean, who doesn’t love chocolate? Look, once in a while, at least i do. Okay, big. We’re talking gallant multi gallon earns some giant. Yeah, yeah. It’s clear. You can see through. All right. Sorry for the aggression. Alright, more myths let’s do over here. But, melissa, what do you mean? One of this? That i i used to believe fervently. And now, through testing, i know is no longer the case. Is that email has to come from a person to get the highest response rate s o you know, from melissa ryan at x environmental organization rather than just the name x environmental organization or even in some cases you don’t even need the brand you can say in the action is the centre what you’re going to do, so save the polar bears as the sender? This one, this one broke my heart because i used to believe that people very much they wanted personal communication in email and they wanted to feel like they had a relationship with the person who was asking them for money. But it makes sense when you look at what retailers like amazon or doing. Jeff bezos doesn’t email you about persons or shoes that you should buy. You get that email from amazon on and i have found in in testing with with my clients and in my work that that generally, unless your surrogate issue no barack obama or kim kardashian, since we’re using that name often times the brand of the organisation is more powerful than any individual staffer. Okay, excellent, very concise let’s not use the let’s not use came anymore. Really non-profit radio was above that. So cats or fine or some other name, i don’t mind people, but i don’t mind people, but not the kardashians. Okay, what else? Uh, carol, you wanna take one in the middle? Sure, i was brought on to this panel because i’m a former journalist and been in the non-profit world for about a decade now. And one myth that i always hear is journalism is dead, and i think that that is not true. There’s for-profit journalism that is driven by ratings and often goes for the lowest common denominator. But there’s also some really great journalism going on. That mainly online outlets like center for investigative journalism, our center for there’s. Quite a few of them that are really doing a great job. And hiring seasoned professionals. Or the really smart kids out of out of college, to take their time to be thoughtful and do riel reporting. And not just what is going to sell, you know, get the most ratings on tv or or still the most newspapers. So the other thing that we were talking about is our news, our newspapers, debt. And so we were talking a little about communications. Career is also not just communications within non-profits but if you if if communications is your profession right. Ok, newspapers. Are they dead? I just want to say that if i i feel guilty reading a newspaper outside of my home the new york times on a sunday in your own private home is one one thing. But when i really get looks on the ferry, if i have an old fashioned newspaper, so, you know, in a very is this that you’re taking what is this? I take discriminatory fremery take it where i take the ferry across the bay. I work in san francisco and i live thirty miles east, so i have ah, almost on our ride across. So because this is such a tech tech heavy area it’s pretty young analyze the paper it’s pretty, you know, an online community and so on. So they look down on paper, they dio i have to read my newspaper under myself. Do it proudly, proudly right in front of their faces put it, put it between their face and the and their phone is that they’re reading. You just dropped the paper right in there, right in between. All right, all right. Newspapers are not dead. Journalism’s, not dead. What else we got? Well, let’s, try to keep stick to non-profits okay, odds are you know, you might have a lot of communications professionals in your in your audience, but in our listeners probably don’t have, you know, a big portion. So? So we have a lot of little bit. Well, we have a little. Well, a lot of a lot of these journalistic outfits are non-profit are non-profits okay. Okay. All right. Yeah. Good. Another minute came up in discussions was the question that all that matters for web design is mobile. All that matters no way she ought to be multi-channel mean mobile is not unimportant. Certainly. But it’s not it’s, not the end old it’s, not everything, is it? I think this is one where there was some debate. Actually, among among the panelists, i’ve been toe add presentations by tech companies who are pretty openly saying that they are on ly designing for mobile at this point, because most of the usage is more and more of the usage is coming in on mobile instead of dusk up on mobile, we’re speaking more broadly than just the phone were also speaking the tablet on dh you have, you know, large loss to the country for whom mobile is their primary point of access for the internet. So i am going to step out on a limb and say, i think that’s true, you do think it’s true, ideo kari what’s your opinion, it depends on who you’re trying to reach so multi-channel multi platforms, i mean that if you have an older demographic that you’re one of fund-raising from you have to you have to meet them where they are, and that probably is still in there their desktop, okay? And you’re doing policy advocacy from and, you know, i mean, you definitely will have constituencies, whether they be in the hill or some policymakers that will definitely be looking at things on there regular laptop and the crystal be checking their mobile devices as well, but you can’t, nor the stop can’t ignore desktop, right, well and funders to like, if you want to. Reach out, latto, you know. Large foundations, they’re still in a in an office. They’re not always doing the reading and the research on, you know, on their phone, yeah, it’s an interesting example. We were working to redesign it’s, a tool that we have in our website that specifically for hill education and for what kind of education. So it’s tio educate members, the hill on a hill. And so one of the new members of our policy team, he had just come off the hill. And he said, you know, we really need pgs, because when i would take things to my member if there’s going to be effective tool, i need a nice print off because they want to see things in print, which was interesting because we haven’t been thinking that way at all right. Prince of washington. Okay, your your comrades carry, they could ride the subway with you more, more, more paper, the better get some of the recruits. Yes, oh, silicon valley needs to meet washington, d c and beat each other up. Yes, all right. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna all right, we got more minutes. We got plenty of time together. What? What other myths are out there? Anybody? Melissa, you suggested a myth lately, i can suggest another one. Another myth i have is about crowdfunding. People think that if you build a web page, the money will just come in on one of the biggest misconceptions that i see about crowdfunding. Is that it’s not you. Put up a web page, and money comes in there’s actually, a lot of communications work and offline outreach and work that goes into a crowdfunding campaign. So for non-profits that air considering doing it, which i think it’s a good tool, you really have to think of it. Not just azan. Internet tool, not just as a fundraising tool. It is a combination of all your best assets to your goal. I love that you mentioned off line there’s a lot of back channel work that goes into, you know, it’s been several days that we have a donation. Could you please help us out? You you know, you. I mean, this is a targeted either phone call or e mail you’ve been loyal. We noticed you haven’t given to. This campaign could you help boost us? We’re in a molise. Where? In the doldrums here. Exactly. And i would like that goes on. Yeah. And i would say if you don’t know who your first twenty thunders, are that air goingto get onto your the site and donate your you’re not ready to do a crowdfunding campaign yet nobody wants to give to that xero level that and when the bar is that there is no bar is just an empty shell. Where the borrower toby it’s. Very hard to get the first people. You’ve got to recruit them back. Channel. Yeah, that is a common mistake. Anything else about you want to add carrier bird around just around crowdfunding? Anything more about that? That miss? Well, i think we’re good and they will come. Myth. Well, this was related. I think this was melissa’s myth. And that was that. What? You? What you say is what people will hear. What you say is what people will hear. That sametz at least that’s what i wrote down in my notes. Well, it’s, no. Does it sound familiar to you? No. Okay. Okay. All right. Well, i mean, it sounds like reality versus perception or your message vs? Yeah, that, yes, the intention of your message versus how it’s received. Well, i think we can agree that that’s not always the same, right. I mean, if it’s not even carefully crafted, buy a communications professionals sometimes leads the misunderstanding, i mean, this is also a great argument for testing messages. Very good. Alright on email on social, then your coms channels. Okay, okay, it wasn’t that one of our myths that small organizations can’t test or don’t test. Yes, well, may be that they don’t test is a fact, i don’t know, but that they can’t. That sounds like a deep myth, right? Absolutely, i don’t know. Is there an e mail provider that doesn’t provide that doesn’t offer those simple ist a b testing, and i mean, can’t we just do it on our own, even if we don’t have? Ah une male vendor. Well, you certainly could look at open rates. I mean, and that will give you mean that will be a least give you a primitive way of doing a be testing. Okay, i mean, i also think it’s ah it’s, a value proposition and it’s a capacity. I think it makes sense for everyone to develop a culture of testing, but whether it makes sense for your organization to test subject lines every time or run multiple tests, if you’re dealing with a list size of a couple of thousand people and that’s maybe get a net you fifty extra dollars, there might be a more valuable way and spending your time maybe it’s, actually just pushing up the draft of another email. S o i think it’s it’s always good to be thinking about testing and things you contest, but that time that you spend setting up a test is time. You’re not spending doing something else, so i think that’s worth weighing when you’re thinking about testing, all right? We got time for another couple of myths. What else we got? Birds got the phone. You you got the device, you know, check out the list. Okay. Well, when the myth that came up it was after the brainstorm was on curiously here, uh, former journalist and as you’re a journalist, is the question of what he should ever seldman podcast don’t know from journalists. Well, thank you, that’s. Very thoughtful. You sound like a journalist. Oh, thank you. I take that as a compliment. I admire journalist, but yeah, i don’t know, but you don’t. Okay. Well, the question was, do you ever say because there is the professionalism that you should never say? No comment to a journalist? I really never say no comment to a journalist. All right, what is that? Is that fact or fiction? We busted busting that myth. Carry going? You’re the former journalist. I know a lot of people that that live by that mantra. But i do think that there’s other ways of meaning. No comment and not saying it as in well, we’re not the best people to talk to on that subject, but but we can definitely put you in touch with people that could give you a statement on that. So it’s pivoting instead of no comment. Ok, but you gotta know, i learned a really good phrase from a coms director i work with, which was i cannot be a good source for you. Let me refer you to someone who can, which i think is a little friendlier than no comment and keeps the conversation going. Okay, okay, you know what? If we’re in a crisis situation, i mean, you’re, you’re, uh, you know, we’re talking worst case now. You’re the organization’s reputation is on the line for some reason, you’re in the headlines and it’s not a good it’s, not a good headline, and you’re the i mean, you’re really the only source because it’s, your organization is talking to and you’re the ceo of the communications director and you mistakenly picked up the phone because you had read the headline yet, i guess. Now what do you do? You can’t you can’t you can’t give it to somebody else, you’re the you’re the person. Well, you you say, i need to get right back to you, and then you come up with a a good response, especially if it’s about it’s, about your organization on when you’re not under pressure against the right, but you always have, you know, at least fifteen, thirty minutes unless they’re completely on deadline right now to take to get your statement, right? Okay, you know, i think you never want to take a press call cold. I mean, even if they’re on a tight deadline, just like, can i get back to you in five to ten minutes? Me? Because people are on the go on dh. Just give yourself five. Minutes. I kind of think through what you want to say. Okay? Never taken. Never take it cold. That sounds like good advice. All right, we got room for one more who’s. Got another one. Now we’re going to burn because he’s got the phone. But, ladies, you have you are you thinking of something? Go ahead. I mean, one more, i think is the idea that something has to go viral to be successful. This when i feel like if you’re in communications and urine digital, you fight against all the time. And to me, the most important thing is that the audience that you are talking to seize it not everything has to get ten million views to be successful. Okay, your message could still be heard. Depends who’s hearing it, right? I mean, and who? You want to hear it, who you need to hear it. And what the goals of that communication are too mean. If you have a specific goal in a specific audience that’s going to help you reach that goal. It’s successful if you if you move the needle on with that with that communication and even if only reached one hundred fifty people exactly. Or that the decision maker and everybody around them. Okay, lots of nods. All right, this was fun, you know? Alright, i like this a light one, but we got a lot out. We covered at least ten of these things. At least ten myths, all right? And the panel has been seeded closest to me. Melissa ryan, director of client services at trilogy interactive. And karen birdseye, us campaigner for wild aid. And burt edwards, director of media and web strategy at interaction. And this is tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. Thank you for being with us next week. It’ll be september and it’ll be a good show. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by we be spelling super cool spelling bee fundraisers. Our creative producers claire meyerhoff sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez on our music is by scott stein thank you, scotty be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh 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’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 sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 19, 2016: Your Supercharged Board & Your Content Calendar

Big Nonprofit Ideas for the Other 95%

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d grow a foe set if i saw that you missed today’s show you’re supercharged board dolph goldberg reveals his wisdom for keeping engagement civil, revitalizing your board committees and making your board meetings effective. He’s, the author of the book successful non-profits build supercharged boards and you’re content calendar what belongs in it? Who do you need to help create it? How do you get the buy-in and how about resources to help you? Our can do content calendar committee from the non-profit technology conference is laura norvig from e t r james porter at the end fund-raising founder of non-profit marketing guide between those on tony’s take two solitude. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers. We be spelling dot com. I’m glad that dolph goldenburg is with me. He is managing director at the goldenburg group. Before consulting, he was executive director of an aids service organisation. In atlanta and an lgbt community center in philadelphia, he has more than a decade of fund-raising experience dafs company is at goldenburg group dot com dolph welcome. Thank you, tony it’s. Good to be on. And i have to give you a very you know, it’s, i’m not tryingto humble myself and, uh, you know, be in your in your pocket right away. But i have to apologize because, uh, when i first introduced the segment, i called you dolph goldberg, but that is not correct. Your name is dolph goldenburg. No worries at all of the common short shorthand for the name. Well, okay, well, but inappropriate shorthand. You you have it’s, like calling me martignetti. You know, there is that there is that syllable in the middle. So it’s, dolph goldenburg all right. And you were just recently married. Just last month. I wa sai wass after about ten years together, my husband and i decided to make it legal. So we had a very small wedding with just friends and family outstanding. And that was up in new england, right? That actually was indeed deep, deep south georgia. We’re going ok. Thie twin city metropolis twin. City of helena mcrae, georgia. Okay. I don’t know where i got northeast, but new england. But you are exactly opposite. A small town, georgia. Wonderful. Congratulations. Thank you. And congratulations on this book. Um, why, uh why do we need a book on supercharging boards? That’s. A great question. I have been an executive director for about a dozen years. And? And what i found is an executive director. Was that both my my work as a needy, but also the organization’s mission was was always either supported or made more difficulty because of the board. And what i found was that the time that i would invest in board development and the board would invest in its own development always paid strong reward. You have an interesting personal journey. Is tio how you came to write the book? I do. Actually, i i had been at a housing aid service organization gosh, for about almost five years or so and and realized that i was starting to have a midlife crisis. And so, unlike most people have a midlife crisis, i didn’t have an affair. I didn’t get a corvette. What i did do was i gave ten. Months notice that my job as an executive director and i planned an eight month long sabbatical and my my plan really on that sabbatical. Wass to think about what? What i had done well in my career what i had done poorly in my career and then really kind of put all of that down in terms of my lessons learned around board development and so through that door during that sabbatical, i sort of travel the world. I went to vietnam and cambodia for two months. I hiked around in peru for a month. I hide out west for a month. But between each of those trips, i would come back home. And i would work on this book, which, while it is very short, took, you know, about five or six months to write, and it has tend different zoho areas of topics of improvement for boards were only going to have to time to touch on three, maybe four depending how we go. But, you know, so the message is, you know, you gotta buy the book for the foot for the full ten. I love that message. Thank you. Thank you. All right, and and you’re you’re being very gracious there. I messed up your name. I got your wedding location wrong. We’re starting. I i can’t imagine interview it’s starting worse. But you’re being very kind and gracious, so we’ll get to it. It can only get much better now. Hopefully, i have more the facts, correct. You know, i feel like the interview’s going well, thank you. I do two. Absolutely. All right. Let’s get started. Rules of engagement. You want you want to seymour? Civility on boards? Yeah, and, you know, and and not just not just civility, stability is really important. But board have to sit down and say, what rules are we going to live? These are not the governing rules. These air, not the expectations that every boardmember should have, but they’re really you know, how are we going to interact with each other? What behavior is okay? And his not okay. And civility is a big part of that, you know? But you know, as some other examples we have all seen the boardmember who was the naysayers? Whatever comes up, they try to shoot it down and that’s not on ly unproductive for the board, but it’s also really unproductive for that individual boardmember because what ends up happening is if every time they open their mouth, people sort of roll their eyes. And they just tuned the naysayers. Yeah, this is the person loses credibility. But right now, how are we going to deal with this? Ah, this gadflies, this nay sayer. Well, so i believe that the first thing we do is we help the board developed its own rules of engagement. And so as an example, what would come out of that is, you know, being the naysayers is not okay. And once the board has generally come to alignment on that note, i did not say concensus, but actually come to alignment because, you know, if ninety percent of the board feels that way that’s probably what it should be. So, you know, so once the board has come to an alignment on, for example, may saying is not okay or, you know, or what happens in the meeting stays in the meeting, those types of things. Then when people move beyond that and kind of step outside of the rules of engagement, then the board chair or the governor’s chair can have a conversation with that person and really start to bring them back into alignment on the rules of engagement. Okay. And, of course, the naysayers air going toe may say that rule so on your your your point about alignment? Not not one hundred percent consensus, right? Right. We want to be prepared for the naysayers today. Say that they saying rule right? Yeah, i love the way you said. Okay, well, i spit it out fast. All right? I’ll tell you what, let’s, take our guy lily for a break. And dolph, of course, you and i are going to keep talking about the supercharged board, revitalizing committees and making meetings effective. So 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 adult let’s let’s hit a few more of these rules of engagement. Ah, i don’t want you don’t want this to sound like a battlefield plan or something, but but ah, in fact, your first one is the is the civility rule. So this the board meeting’s should not be a battlefield. All right, working through committees, we’re going. We’re going to talk a little about revitalising there shortly, but you gotta work through the structure, right? Right. So so one of the rules of engagement the board’s often come up with is if someone has a great idea the place to bring that is to the appropriate committee, not to the full board. And then you really let the committee deliberate on that idea developer recommending agent if it’s appropriate and bring that the full board because really, the full board just doesn’t have time to deal with all the good ideas that are percolating up. Is that it? Absolutely. The the work of a bored is done in its committees and one of the one of the things that i always kind of saying, this is sort of the committee math, if you will, is that if you have got five committees that meat between every board meeting for just ninety minutes, what that means is that committee dill deliberation is seven hours boardmember can’t be seven hours long, but when you have five committees each meeting for ninety minutes, you get more deliberation and you get better recommendations and decisions coming to the board. There also is an expectation that boardmember sze will prepare for committee and full board meetings. Absolutely, you know, nothing is more demoralizing both to senior staff and bored leadership, then for board members to show up having already received the meeting packet, but not having read the reports on these financials because then, really, what happens is the committee reports are just reading what they’ve already written what’s mohr has part of that expectation not also means there’s an expectation on the staff, and that expectation is that meeting packets go out with enough lead time that board members can actually review them. I swear i’ve been to board meetings where there are members opening their their packets for the first time, and, you know, they’re there cramming ten minutes. Before the board meeting is about to be called to order, right? And you know what those boardmember often don’t realize is that it is painfully obvious in the meeting who read the meeting minutes and the meeting packet and who did not read the meeting packet it is it comes out, you’re you’re gonna be you’re gonna be you’re gonna be exposed, you might not be called out, but it’s going to be obvious, right? All right. Um, confidentiality right way got to keep the organization’s promise is close to us, right? And it’s, not just confidentiality within, like, in terms of inside the organization’s. Obviously, what is said in the board meeting does not go outside of the organization, but it all does not go to other staff. So, you know, so any staff member not present in the board meeting should also not be privy to the deliberation of the board and one more that you have rules of engagement dahna whether you have authority to represent the organization, talk about that one, right? So, you know, so oftentimes they’re our board members, i shouldn’t think oftentimes sometimes there are board members who feel that they have the authority to speak on behalf of the organisation every now and then. In fact, when i started one, jobs and executive director someone to actually find a contract on behalf of the organization, they were not a boardmember they did not have the authority to do so, and we had to find a way to back out of that contract, you know? So they also do not have the authority to individually sign a contract unless the board has voted and given them that authority. Now all these rules should be adopted by the board, right? That’s what you were saying earlier, but right, right, but and i also think that the board should sit down and see and have a discussion and see if there’s other rules of engagement that are appropriate for them as a board and again to meet these air different from expectations, you know, you know, expectations are, you know, attendance personal giving expectations are a little bit higher level than rules of engagement, right? And that’s, another part of your book expectations, i just i feel like a lot of guests have covered those, but i’ve never seen you know, we haven’t talked. About rules of engagement and and some of these that you’re talking about, like the like the civility and the the the naysaying, the naysayers way have covered those before. So i like like, this whole this also area the book, and if i could say the civility is really a very positive way of saying no bomb throwers kind of like naysayers, we’ve all seen bomb throwers and board meetings and it’s it’s not effective for the board, you have any, uh, any and any bad stories you want to tell. Oh gosh, you know, i’ve only been permanent executive director of your organization, so i don’t want to get anybody in trouble by telling that story, but by telling a story, but but i will share with you that that i have seen one board where, at every single meeting, you know, this person was completely and totally negative, not just being in a sayer, but completely and totally negative about everything and, you know, was literally throwing, you know, little mini bombs into the meeting to kind of set up disagreements between other board members and then we just sit back and watch them fight for goodness. And obviously that someone who we had to move off the board, i should say, right, right, totally negative influence. Yeah. Okay. Um, let’s go teo to our committee structure, revitalizing committees. Why don’t you want to open this when our pal you want to start with with this kind of work, you know, one of the things that i said before that, you know, really ineffective board, a supercharged board does the vast majority of its work through committees, committees will always have a larger bandwidth and a deeper bench of expertise to deliberate on strategic issues that are facing an organization is part of that one of the things that i recommend is that every committee have an annual plan, so, you know, so they know what they’re responsible for that year. Ideally, they’ll have to read a four goals for the year, but then they also say, ok, if we’re gonna have, you know, six meetings every other month, meeting one we want to cover x meeting to we want to cover something else meeting three, so so that way they’re always moving the ball forward on these projects, but they’re they’re also making sure that what? They do is in alignment with the strategic plan and the organizational goals. You said it earlier. The work of the board is done through the committees. Right. Okay, so we need our committees to be effective and revitalized. As you say in the book, let’s, talk through some of the essential committees. Just in case people are not familiar with the work of the executive committee is so, you know, so often times. And let me say that some organizations have justin executive committee. Some organizations have just a governance committee, and some have both and there’s. And depending what the structure is, sometimes there’s some overlap between those two committees. But, you know, typically what the executive committee does, is it it sets the agenda for board meetings. It it liberates or makes decisions on behalf of the board between meetings when absolutely necessary, that should not happen on a regular basis. And then if there’s not a governance committee. Oftentimes the executive committee is also responsible for enforcing expectations, you know, ensuring the committee’s air meeting on a timely manner, ensuring that conflicts of interest are disclosed and deliberated and voted on by the full board. But if there is a governance committee that typically goes to the governing committee now, just like the committee’s air setting ah plan for the year is the executive committee setting up a board plan for the year? Absolutely, you know, ideally in its first month of the year, the new executive committee wants to sit down and think about what the strategic plans goals are for the year, determine which committees can help drive those goals forward and then and then work with those committees. They developed their annual plan as well. Now off. And i think also a part of that, and this is going to bleed over a little bit latto making meetings effective. The executive committee also needs to figure out what the organization’s calendar is, including the board calendar, and make sure that that is in the plan as well. The all the committee chairs sit on the executive committee, right? And it depends for some organizations. Every committee chair sits on the executive committee and other organizations. That’s, just the officers and, you know, again, to a great extent, it probably depends whether there’s a separate governance committee or not. Okay. Okay, so it’s so. Meaning, if you have a separate governance committee, then what? You, you don’t need all the committee chairs on the board, on the executive committee. So, you know, so, so if you’ve got a separate governance committee, then you might actually want all of the committee chairs on your executive committee, because because then what they’re doing, they’re setting the agenda, and and they’re doing sort of, like, very high level board work. But if there’s, not a governance committee and the executive committee, is also responsible for enforcing expectations, ensuring disclosure of conflicts of interest, you know, those those legal obligations that every board needs to be taken care of? You probably want a smaller group of people working on that, okay, so strike three for me, it’s a good thing. I’m the host of this show because i misread that one, too, okay, sorry here, all right. Yeah. It’s a good thing. I’m in charge of the show. All right, let’s. See what else? Another committee finance. And i was finance. Is this the same as the investment committee on a lot of boards krauz investment? Yeah. So? So a lot of aa lot of boards called the finance committee, the finance and investment committee. Some board called the finance an audit committee, but, you know, but typically, especially in the smaller organizations, the finance committee ends up being responsible for the audit, for investments and everything that falls underneath it. Okay. And, of course, a lot more detail in the book. You gotta you just gotta get the book. I’m going to say successful non-profits build supercharged boards. Now the committees that we have they are they’re all supposed to be meeting in advance of full board meetings, right? You i think you recommend a couple of weeks before, right? Right. So in the in the ideal world between every board meeting, all of the committee’s need as well, because every committee is in some way responsible for goals in the strategic plan and it’s helping to drive that forward. So if the committee’s air not doing their work between board meetings, the board meetings are just honestly, no, do not do not move the organization forward is not all right, let’s talk about the fund-raising or development committee what’s your advice there. So, you know, in terms of the fundraising committee, i think it is absolutely critical that and again, this is often for small and medium sized organizations that either have did either have limited or or no fund-raising staff, it is absolutely critical that they start their year looking at actual fund-raising strategies from the prior year determining what was effective, what isn’t, or going, what, as a committee and an organization they want to do again in the coming year and, you know, and i also think it’s it is essential that the fundraising committee have a voice and what the board give get is going to be they don’t ultimately have the decision, but they should have a voice in that on that that goes over to one of the expectations of board board e-giving right, okay, right now, each of these committees needs to have a staff liaison. This is this is going to get a little staff intensive, i am i? I am all about every committee should have a staff liaison. And and really, the role of that staff person is not to run the committee, but it is to help keep the committee on track. And so, as an example of the staff liaison, would help the chair buy-in putting together an agenda and sometimes that’s a friendly reminder sometimes it’s being pleasantly persistent, which is a nice way to say kind of nag, but, you know, but to make sure that the chair puts together an agenda and that it goes out to arrange all logistics for the meeting, so is a room reserved. You know, if you normally have iced tea at your meetings is they’re iced tea there to make sure that the agenda is sent to all of the committee members before the meeting, along with any other information that they’re supposed to review. And then finally, in the ideal world, your staff liaison also takes minutes at the meeting and then send those to the chair of the committee to review and approved before they get sent out. What about the executive committee? Is the ceo or executive director? They have a staff liaison to the executive committee. So in really small, non-profits, you know, so organizations that might only have two or three staff members, yeah, than absolute. The executive director end up serving as the staff liaison in a medium sized organization where the where the ceo or executive director has an executive assistant themselves. They might task the executive assistant with that. Okay. All right, that’s, the that’s, the well we should. We should talk on touch on that that there might be a program committees also that based on your you all your programmatic work, right? And the tough thing with program committees, especially when when the organization has staff, is to ensure that the program committees are operating at a strategic level and not an operational level, and to make sure that the committee really understands what their role is in that respect. And so on example, that i that i often give is, you know, whether whether program operates from seven thirty to three, thirty or eight to four is probably a staff decision. You know where as whether or not a program measures its outcomes is a strategic decision. Okay, right. We don’t want our board meddling in the day to day operations hiring, hiring and supplies and mundane things like that that are taking away from the boards much higher and much more strategic purpose. Right? Okay. All right. Let’s. Look att effective meetings now you talked about the agenda is the importance of agendas. Anything more you want to say about about how important those are? Oh. Absolutely so to me, the real point of putting together an agenda is not just to tell everyone that’s going to be in the meeting, what will happen at the meeting, but it also forces the act of putting together an agenda forces the person leading the meeting to really think through what their goals are for that meeting and to make sure that what happened in the meeting supports those gold. I like your suggestion of putting time limits on each agenda item. I do that when i for the few meetings that i that i conduct usually i’m sitting in them, but i’m not leading them, but when i do, i like to put the time limits so everybody sees it in black and white, and i don’t know how you feel about this. I appoint a timekeeper so it’s it’s somebody different than me? I’m paying attention to the substance of the meeting and the flow, but not the exact timing. Absolutely. I always believe there should be a timekeeper in the ideal world, someone different from the person running the meeting, but the other thing on time and this is something that i’m really adamant about. Especially when there’s a call an option or if or if it’s an entire, you know, teleconference meeting is the meeting has to start on time, so, you know, so even if you don’t have a core on well, you go ahead and you get started when we when we delay the start of a meeting, what we’re really doing this, we’re punishing the people that showed up on time, and we’re rewarding the people who did not show up my welcome. What can we do without what could we do without a quorum, though? Well, so so there’s some things you could do, like, obviously you can’t take votes, but you can start to have some of those strategic discussions. So, you know, so anything that is a report out or just a strategic discussion you can still do without a quorum. You can’t take any votes without a quorum, but you can, you know, but you can have those discussions, okay? And, um, i also think that from from day one, your first meeting, you tell people it’s going to start on time and then you actually do start on time and the late comers they’re going to get the message from meetings too and forward, right, and and also share with you, especially again when there’s a call an option or if the meeting is entirely by phone. You know, i am all about the meeting starts on time, but also late comers. You hear the ding. But we don’t stop the meeting to reintroduce you, to tell you who is present, to tell you what we have already done because otherwise will interrupt the meeting three or four times. So the way i tended when i run those meetings, the way i tend to ask people calling into phone conferences late is to wait until they have something to say in a conversation, and then they introduce themselves. And so for example, they would say, this is dalton, and i want to add, and then they would essentially say they’re comment. Okay, okay, we just have a minute before we have to before we have to wrap it up and let’s leave people with the the importance of minutes in our minute. I’m starting the importance of the minutes, the committee, and it went on the board minutes, you know, so the minutes are the official record of what the committee has done, as well as what the board is done. And, you know, in the ideal world, someone from the outside should be able to read those minutes and have a good sense of the official action of the organization, as well as its goals and issues that it is working on resolving outstanding. We’re gonna leave it there. Dolph the book, thank you, my pleasure. The book is successful. Non-profits build supercharged boards, get the book there’s so much more in it than we could cover here on non-profit radio, i thank you very much. Thank you, your content calendar coming up. First, pursuant, you know who these people are? They have developed tools that help small and midsize non-profits raise the money raised the money that you need to raise falik prospector and velocity. You know, i talk about thes time after time because they’re helpful, and they’re perfect for our audience, even the velocity tool, which was developed for their internal consultants pursuing consultants, running campaigns for their clients. Well, you could get the tool without the without the consultant and that when his velocity and prospector, one that helps you manage time against goal full dashboard keeping you on task day after day, week after week toward that campaign goal, check out these tools at pursuant dot com and we be spelling spelling bees for non-profit fund-raising this is not the spelling bee you grew up with, probably because they bring in stand up comedy, there’s, dance, there’s, booze, there’s, live music. And somewhere in there, the squeezing a spelling bee and fund-raising and not just fund-raising that night, but fund-raising in advance. So it’s ah, i love this because it’s just unusual fund-raising model i haven’t seen spelling bees for fund-raising i got knocked out of a spelling. Bee once on the word lettuce, can you believe it? Let us because spelling bees i don’t know if they’re this formal, but the ones i was in you couldn’t make a mistake and i went, i said, l u e t you see, but it’s too late. I had made the mistake. You’re out out on the word lettuce killed me and the winner of that spelling bee one on aeronautics hyre like i could’ve had the whole thing, but i choked on lettuce. Ever since then i’ve only eating kale. All right, check him out. We be spelling dot com and b is b e now, time for tony’s. Take two solitude. This is important for you because you work in a giving profession. You’re even if you’re back office, you know that your office is giving. Your organization is giving its saving lives. It’s, it’s changing the world. This is this is draining, exhausting work. And you have to take time for yourself. So i strongly suggest. And i hope you did this summer. Or you will as the summer comes to a close. Get time alone. Unconnected. No phones, no text, no e mail disconnected. No. Instagram no snapchat get away and i urge you ah, a little a little jovially in my video this week, it is way beyond typical weekly videos. This one even has a cast and crew. So we need to check out my solitude video. No, a solitude with a cast at tony martignetti dot com. And that is tony’s take two leinheiser love. They will do it a little concisely this time live love going out to everybody. Who’s listening. Now, at this moment you know who you are. You know where you are. The live love goes out. It goes out every single week. Whether alive or pre recorded, the live love goes out. What follows that it’s the podcast pleasantries. I am so grateful for all the tens of that tens. Ten thousand over ten thousand not quite tens of thousands, but the over ten thousand listeners listening in that time shift whatever device, whatever time, whatever activity you are engaged in pleasantries to you and likewise affections to our am and fm affiliate listeners throughout the country, from upstate new york and outside philadelphia in lancaster county to washington and oregon and california and points in between. Affections to our affiliate listeners on the am and fm stations here’s, a panel from ntcdinosaur, and we talked about your content calendar. Welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference were in san jose, california, at the convention center, and this is also part of ntc conversations, my guests, now our laura norvig, james porter and heavy larue miller going to meet them very shortly. First, i have to shout out the inten thie ntc swag item for this interview is popcorn from microsoft, microsoft popcorn, and i have it from our production assistant, anna hannah who’s. Excellent, that this is very good popcorn. Great. We’re gonna add this to the swag pile carefully. Of course, they don’t want it disseminated across the pile and making everything oily, but i will take a couple pieces for myself. Microsoft popcorn okay. See, the closest to me is laura norvig she is a digital media strategist at tr james porter is associate director for external relations at the end. Fund-raising clolery miller is a founder, the founder of non-profit marketing guide, which is that non-profit marketing guy dot com laura james e-giving welcome, thank you. Thank you telling e-giving welcome back. Absolutely good, thank you. Content calendars and you creating communications harmony. That is your seminar topic. Uh, let’s start the star in the middle. James, what do you think? Non-profits they’re not getting quite right could do better about content calendars or maybe even just having one? I don’t know, right? Yeah, well, it starts off with just having one, but i think a lot of the the problems stem from first of all, not knowing what you want or what you need. There are a lot of tools out there and so is something that i wanted to get across. Was that you, khun? Try things and if they don’t work that’s okay, but i think one of the biggest problems is just not not realizing what you need and what what you want. And if you need something from or long term planning. You need something for data. The project management. Do you need a tool? That’s going to be everything? Or do you just need to fill in gaps with some of your existing tools? There’s a whole host of other problems. But i think step one is just really trying to figure out what you want and what your organization needs are. Okay, laura, anything you want to add at this overviewing point? Well, i know sometimes people struggle with as james said, trying to make your calendar maybe do too much and you wantto keep it simple. One of the other things people experience is getting people to actually use the calendar, so keeping it simple can help. Okay. Okay, kivi, anything for us to get us started kick us off. I think people know they need to plan, but then they don’t have time to plan, and so they run around and don’t feel strategic field too busy feel like they’re too many priorities. But then they don’t give themself a chance to stop and think. And the editorial calendar really is a way to stop and think and be more strategic. Okay, on the editorial calendar is the same, but it’s our can’t content calendar, right? Something okay, um all right, so let’s, let’s, uh, let’s get started with what should be in one? I don’t know e-giving you want to kick us off? What some ideas? What? Sharing your content calendar. So in order for it to be an editor of calendar there three pieces one is the communications channels you’re sending out your content in the second piece is the timing behind that when things are going out and the third piece is the messaging what you’re actually talking about so it’s, what you’re talking about when you’re talking about it and in which communication channels, you have to have those three things or in my mind, it’s, not an editorial calendar. Okay, james, you’re doing a lot of nodding. Yeah, i would also add to that that it’s important to also have who is responsible and who is the driver for these things and for for our content calendar anyway, because if you have a lot of people using it, you need to know who to go to jazz questions about that item who’s going to be in charge of posting. It so i think it’s also important to have that, and then i i also would add that making sure somewhere maybe it’s, not in your exact tool, but we’d like to put it in our tool is to also include your audience so that, you know, for each item in your editorial calendar who the audience is going to be, that that’s the right who the messages that particular messages for yeah, but to be very specific about it. And so we you could even do it, split it out by channels so that if you have different audiences on different channels, but the for me that it’s very important to be specific about the audience. Okay, okay, laura, anything you’d like to add about what belongs in our calendar. I think those are pretty much the basics. And then, uh, we sometimes layer on top the pushing out to social and so you could use your calendar as a tool to track so again the channels. But yeah, tracking them twitter and facebook, as well as a block poster newsletter. Okay, okay, very good. What? Yeah. So? So where were you? We’re developing a calendar. That’s got that gun, each message or each campaign? I mean, does it have has our campaigns that also has messages within the campaign? Is it? Is it that granular? I think that’s going to depend on your organization. You know, whether that’s the way you messages through a long campaign and that’s, one of the things we talked about was the long term planning. You can stretch the campaign out over time, but not that’s not gonna fit all or yeah. Okay. Yeah. And i would just add that for us, it does include every message. So for example, we had campaigner on giving tuesday. That was a video campaign, and we had a different video being pushed out every day. And so each one of those messages was individually posted on the editorial calendar. Along with what channel they were being pushed out through every day. For how long? How long before giving tuesday did you start this? There were five. There were five videos, and then the whole campaign we started when you got a tease, it let people know things were coming, so yeah, it was about about a week in total for the campaign. Okay. All right. Anything else you want to say about what belongs? What that covers it. Okay. I like the idea of making sure somebody’s responsible for each each item, right? You gotta know who to talk to without responsibility. This calendar is not goingto not going to get accomplished. Yeah, we actually go to the level of kind of the process planning. So not only who’s maybe writing a block post. Who’s got snusz edited who’s going to copy, edit it. Who’s goingto posted who? You know. So, dan, are you? There were a lot of non-profits that only had one person in their communications department. However, so in that kind of situation, you know, you don’t need to write your name on every single box, right? Well, that could be a message for the ceo. That’s i like that. Look at all this. My name is next on all this and expect me to achieve this. All right? Uh, who was involved in adopting this this calendar? Because we need to have make make sure that the organization is going to accept it. It’s going to buy-in, but they need to be a part of the process. I would think that makes it a lot easier to have them accepted, so give you let’s start with you had around, we start to get this thing well, at what stage we bring others in, right? So i think it is going very from organization to organization and then session. We did talk a lot about getting buy-in from program staff because they’re often the source of the content that’s where the really good stories come from and getting there buy-in as content creators really seeing themselves as communicators is really important, but then it’s also important to get the executive team involved because they’re the ones that really need to set the strategy for the messaging and lots of times there’s a lot of conflicting priorities, too many priorities, too much going on, really a lot of mixed messaging and in those situations it’s really up to the management team to provide some direction. But you know, those air, those air, often times for communications, director’s relationships that have to be built over time. And so i always urge a communications department to just do it, do it themselves. Do it to manage their own workload. And then hopefully over time, you’re really making it a much more organization wide tool. Okay, how does it work within your organizations? Get getting the organizational buy-in yeah, yeah, i would just say that i think you khun get people’s opinions, but it really matters the most of the people who are going to be using it the most on the day to day, those people have to be the most comfortable with it and really be the most okay with it. So, yeah, it is important to get by and from other people, but it it could also be a problem when you have an existing tool that is there already. And you have a new staff coming in and the new staff say, ok, this tool doesn’t actually work for me. So it was something that i mentioned in the session that i thought was important. Wass that to do periodic check ins. And maybe every six months, you kind of a gut check and ask the staff are using the tool. Is this tool still working for us? Do we need to add anything to it? Do we need? To consider changing it because just because you’re using it doesn’t mean it’s working. So i think it is also important to have kind of periodic check ins to make sure that it’s doing what you needed to do, okay, get laura has that work in europe? Well, that yeah, that’s one of the things we talked about in the session was was not being afraid to change your tool if it’s just not working in sometimes that’s a little hard to dio, as i was saying, we work in an orgy where sharepoint is kind of designated bi i ity but it really wasn’t working for us, so i did have a small enough content team that we just kind of went rogue, and and we’re using our own solution with trey lo and yeah, yeah, any other online resource is that you want to share for creation of your of your editorial calendar, a valuable patrol? Oh, fan myself. I’ve also used a base camp before they base camp base camp base camp has been useful and something i mentioned the session to was that i thought it was useful to for me anyway. Tohave in one place. Both a project management software and a content countering which trailer could do as well? It’s a certain degrees, you know, but and it starts getting messy when you have lots of systems and lots of tools, so the more you can integrate things or just have one tool that could do most things. There’s, no one to look and do all but that’s. Why i like to i like to base camp for having the project management and also a more robust calendar. I’ve seen a lot of organizations use google calendars very successfully because you can layer them what you can do with sharepoint too. But it but there could be so you could have separate calendars. But then you can have a view where there rolled up and you can see all of the calendar’s together. So maybe you have, you know, one of your silos if you have a siloed organization development or something and maybe program staff and they’re each working on their own calendar with either ideas or post there actually writing and then the editorial staff could see them both together. Get a bigger picture. Okay, xero the conflict points right cd you. Have too much content, too little. Yeah. Okay. All right. Where else should we go with with our content calendar? You know, we have ah, good. Another ten minutes or so together. What? What else should we be talking about? Well, i definitely think in this session, the buy-in was still a big issue. I don’t know give me waited like audience members were having trouble with having getting buy-in yeah, what? I think that was a big one, as well as the too many priorities and not enough strategy. So, you know, i really encourage people to just do it themselves if they’re not getting direction on what the limited number of messages should be or what the strategy really is. I say go ahead and you decide is the communications director and believe me, you’ll get feedback if you do something, they didn’t like it but it’s better to go ahead and provide some of that internal leadership from sort of managing from the middle, then to keep kind of floundering around. Yeah, and i think it also can be very tempting to say, okay, we have this editorial calendar, um and that’s our strategy, but it’s it’s not having editorial calendar isn’t a strategy and of itself, so we did talk about long term planning and needing that strategy, so the editorial counter needs to be informed by a strategy, but i think you can fall into the trap that you have the editorial counter, you’ve put everything on it, but then you forget about the strategy, okay, it’s, when you go over and you do the strategy and it doesn’t match with your editorial caldnear calendar, i think that was that was a problem that that came up in, that those two things don’t planning and strategy aren’t always hand in hand, and i would also just add that there was a fair amount of angst in the room about people feeling like planning than miree resulted in this rigid system that they couldn’t then produce any timely content within on. So, you know, what i always tell people is, you know, practice the rule of thirds, so a third of the calendar should be original curated content. Another third is you repurpose ing your original and curated content, and then you leave a third of your calendar open because, you know, stuff is going to come up, you may not know what it is, but something’s going to come up, so don’t over plan, but make sure you do have strategy built into that original content in that third in the in the repurpose content in that second, third, ok, yeah, that’s, really important. So i used to work for the international rescue committee, and they deal with man made and nature made disasters. And so you always needed to have that flexibility in your calendar. So even if it was a big women’s themed campaign in the spring that you have been planning for six months, you need to be able to have a little bit of room within that messaging to be flexible. If a tsunami happens or an earthquake happens or, you know, there’s, famine somewhere you need to be able to quickly pivot. Teo needs that. You need to react you right away without jeopardising everything else that you’re trying to get accomplished and a good content calendar. As katie said, we’ll leave room for those things. 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 neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profit 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. How do you deal with the case? Where you’ve you’ve got your calendar on dh? The organization is not respecting it. Maybe i don’t know if this is just the buy-in but, you know, other other other teams are saying no, no, no, i need this now, you know, or or some some something comes up from above that comes down from above that is now impinge ing on your ability to keep up with your own calendar, you know? But you respected my calendar when i showed it to you six months ago, and now you’re ignoring it for this other administrative thing or for this program problem or this fund-raising problem. But what you you dissing my calendar? What? What do we do? Stop dissing might stop beating up my calendar. Whatever you do, laura. What? Teo? Well, i think one of the things we talked about was showing people the process of what it really takes to roll out communications to kind of push back on that last minute. Itis because there is a process and it needs to be followed. So unless it’s an emergency coming directly from the ceo, you know, like step off, i can’t make that a priority now waken talk later. I mean it’s a process of education. So gotta make yourself heard. Yeah, i would agree with that. I think the mohr outside players can understand how much times something takes, how much time it takes it posa blogged, or to edit a photo or something that they the constant calendar maybe doesn’t do a great job of articulating that. Like how much lead time you need? Sure, it doesn’t get x product up, so it might be very tempting to say oh, well, you’ve got this big, you know, forge a hole between item one and item to let me put something between those two. And no, i need those four days to get item to done. So i think the education that you have to be able to say no and i need the four days i cannot do that. Otherwise item two will get done. So i think content calendars are not good at that. So that’s where the education piece comes. And james, you also talked about reinforcing it in face to face meeting. So if you have, like, a regular staff meeting where you khun very quickly go over the calendar, then it’s it’s going to start to become more clear. Okay, make it public office. Oh, yeah, we we go over. So we have ah, communications meeting once a week. And as part of that meeting, we review the content calendar with somebody from our program’s staff is balls that they’re aware of what’s going on? Sometimes you do need to check what’s in the plan right now. So i think in those situations, you just need to be very clear and articulating the trade off. So if you’re going to bump something, you’ve been planning for something that’s more timely. You need to actually say hay. We’re bumping this thing way, rescheduling it. Or are we completely throwing the work out? There’s an implication here? All right. And there is no plan for this reason, right? There was a purpose for this. And this is what is not now going to be fulfilled. Right? And sometimes you can use it later. You know, if it’s more sort of evergreen in nature, you just bump it down a month. Other times, you know, it’s lost work. But those were strategic decisions that you have to make and that’s where again, having some executive understanding of the communication strategy is important to help the communications team really make good decisions in those situations because they do come up all the time. All right, when are our boundaries respected? Right? Yes. Like i said, stop dissing my calendar. All right, so you guys spent the you all spent a lot of time, uh, in your session. What more should we be talking about? We’ve got another, like, four minutes for five minutes. What else? Whatever we talked about or what more detail maybe about something we we didn’t cover in sufficient detail. Come on. How’d you do ninety minutes together? What would you do for ninety minutes? Well, we turned it back on the audience quite a bit and had them tell us more about what the challenge is, where they were facing so and then you want share some of those challenges that we haven’t talked about? Yeah, short for detail going. You know what? One of the one of the challenges was also just time straight up. We don’t have enough time. So something that can can happen with a constant calendar, which i mentioned. When i was talking with then you have to schedule into your schedule the time to put things on the content calendars, it becomes another task on your list, you know, there’s another half hour of my time when especially for non-profits i don’t have a huge communications staff, it almost seems like it’s, just another thing that you have to do and there’s only two of you and you need to get everything else done. Anyway, i was thinking even just one yeah, i know we had a lot of people we did a little poland said, how many of you are our team of one? And you’re like a third? Yeah, of people who are just by themselves on, and so i think time was a big thing, but but i think that it content calendar can actually give you back some time, because if you’re it helps you plan longer term, if you’re going to use it that way, and so you, then you don’t have to constantly be thinking, well, what am i turning out next week? What am i posting on facebook on friday? Because of, you know already you’ve already done it, so yeah. It can it can take time to do, but it can also make you use your very precious time better than you would without it. All right, so you think it’s worth doing it for the one person short? I think it’s worth it for the one person shot because it just kind of keeps you accountable for what you’re doing rather than every day saying what my posting today, you know, one of the things i shared was that i originally used to do a lot of winging it, and i had a certain kind of a siri’s of facebook posts that i wanted to do, and every monday i was sitting down and thinking of one, and then when i kind of laid it out in a spreadsheet is like, you know what? I can plan like ten of these and schedule them in advance, and now i don’t have to think about it again, so thinking ahead in a calendar kind of way, actually, it did end up saving me time. Good is it worth if you don’t feel you can put every you know, every facebook post into account encounter having you’re bigger, you’re bigger items. All right, we know there’s gonna be a press release required for this announcement, and we know there’s going to be something coming out of the board of trustees meeting and this month, you know, so maybe just putting the biggest items there, you know, maybe not the day to day at least you got something down, right? You got a framework give me to work from yeah, so like a lot of people will just do their block post in their email, assuming that they’re going to repurpose all that into social and so they don’t talk about every single thing they’re going to talk about on facebook same thing with video that tends to be a little more production heavy, and so you’re doing video. You kinda want to treat that almost like a block post in terms of the production schedule to give yourself the time to do it, but you’re right, there’s bigger chunks of content are usually what goes on the calendar, and then a lot of people just sort of in their daily work process. No, that that’s going to go out on facebook or twitter, what other social channels are using? Okay, all right, laura, why don’t you wrap us up with final motivation? Why this is worth doing well, it’s going to help you see the big picture and it’s going to help you navigate your daily to do list a cz well and i think it’s just going to keep you more confident that you’re staying on task and hitting the themes you want to hit for your communications. Okay, thank you very much. Laura. James givi. Thankyou. Thankyou. Tony there. Lord norvig, digital media strategist that e t r james porter, associate director of external relations at the end fund-raising guide and also author and you’re listening to tony martignetti non-profit radio coverage of sixteen ntc thank you so much for being with us next week. Design on a budget and communications mythbusters. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by we be spelling supercool spelling bee fundraisers, we be spelling dot com. Our creative producer was claire buyer off sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. And as music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Duitz what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation i expected to hell you put money in a situation and invested and expect it 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.

Nonprofit Radio for August 12, 2016: Master Google AdWords & Master Your Decision Making

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer accident, missus if you unnerved me with the idea that you missed today’s show master google adwords google has ten thousand dollars of free advertising for you each month. Are you taking advantage? Learn about the program and how to plan your adwords campaign also find the best search terms to bid on and stay on track. As adwords evolves. At the twenty sixteen non-profit technology conference, i talked to jason shim, associate director of digital strategy and alumni relations at pathways to education canada and more coleman, president of evergreen digital marketing and master your decision making you make hundreds of decisions a day, some simple, some complex what’s the science and art behind making good ones. You’ll learn how to pare down choices and ask yourself good questions. Karen headed niimi and jamie nelson are from the inside education society of alberta. Karen is director of business and human resources, and jamie is an educator. This is also from sixteen ntc today is ntcdinosaur abila day on non-profit. Radio attorneys take to love your work we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant to dot com. Here are jason shimanto, mark holman from auntie si welcome to tony martignetti non-profit radio coverage of sixteen auntie si the non-profit technology conference. We’re also part of ntcdinosaur say, shin, we’re in san jose, california, at the convention center on day three of the conference. My guests now are jason shim and mark holman will meet them very shortly first have to shout out today this this interview’s, not just one a day, but one interview swag item, which is a ah brand dahna and it’s from ah on good from on good many ways to wear it and also ah ah, yo, yo alighted yo yo, which we don’t have enough don’t know brought enough frame, i can’t demonstrate my you’ll go, yo, yo prowess! I used to be able to walk the dog doo around the world, you know, rocket out horizontal butt back-up you’ll have to take my word for it that i can still do it, so this joins our swag pile. All right, jason shevawn jason is associate director of digital strategy and alumni relations at pathways to education in canada. Thank you. Very welcome back, jason. Thank you. Believe it was two years ago. It ntcdinosaur good, mary and more. Coleman is president of evergreen digital marketing. Mark, welcome to the show. Thanks, tony. My pleasure. All right, gents, we’re talking about how to be a google adwords superhero waken rock this now let’s talk first about the ten thousand dollars per month program for non-profits who who knows this program best. Is it free? How do we where we find it? What is this? Who knows the best? Go ahead. Yeah. Basically it’s ten thousand dollars of in-kind advertising given by google every month. It’s rule over grantspace oh, there’s there’s no limit to it as long as you keep me in the grant requirements and basically it’s in-kind so the little adds it show up on the top the google search results and that’s what you get so it’s a great program be part of. Okay, where can we find info for people who’ve never heard of this before? Google’s website is, i believe it’s google dot com slash non-profits or for canada’s, google dot cn non-profits okay, and you get ten thousand dollars a month? Yeah, a month free. Edwards. Yeah, free average it’s. Not a cash it’s non-cash granted in-kind advertising, but every month limited to three hundred twenty nine dollars per day. But every month on going, as long as you meet the program requirements, there is no expiration date. Okay, did you find it very hard to qualify if you’re i mean, if you’re in the u s and your five o one c three or if you’re in canada and you have the wherever the equivalent designation is, um, you’re a bona fide non-profit is that about all it takes are very much if you meet the requirements for being a registered charity, then you’re pretty much good to go. Okay, well, that’s outstanding, alright, i’m not sure how widely known that is, but it is now because everybody listens to the show. If they’re not, then they do. They ignored at their peril because then i don’t know. All right? Well, let’s, talk about some campaigning. Where should we start with our google now? We’ve got three hundred eighty nine dollars a day forever. Where should we start our campaign? So i think that one of the first things to start off with is really identifying you know what your organization’s your mission is? And then how you can align some of those add words to to align with, you know, with that that mission. So for example, for pathways to education canada, you know, our mandate is to help high school students that they’re living in low income communities to graduate from high school. So anyone searching for any topics that are related to, you know, dropout prevention or helping the high school students day in school or people that are living in communities that we serve, you know, whenever there searching for nothing’s really to education and drop you? No, we make sure that we sort of an ad. So, you know, they confined our resources more easily and that we can get access to nothing’s like tutoring and mentoring and, you know, access to scholarships and things like that. So it really helps connect people with the resource is out in the community, you know? Yeah, how do we think broadly about what keywords people might be searching for? Him and, you know, i’m sure every organization could name half a dozen off the top of their head, but how do we go beyond that? Maybe listening on twitter? I don’t know. You tell me, how did we go beyond what it comes to it comes to mind immediately. I think, it’s, you can start with a sort of ah thought experiment and just trying to get into that the heads of other people and really, you know, using your, you know, just general empathy. So when you, for example, mark and i, we used to live in a way we’re sort of used to work together in kitchen waterloo at a place called cries in family counseling services. And what we did was we were trying tio create ad campaigns to target people who are looking for things that couples counseling. Nothing is the market for key which couples counseling. You know, the bid rate is quite high, you know, for it. And then when you think about it, you know, by the times a couple realizes they need couples counseling. You know, you may have to pay more than what you have for those kind of words. You rewind it, you know, a month, six months prior. You know what? What kind of things might that couple be going through? And, you know, trying we wind up that way. So the kind of things maybe bidding for it’s, like, you know, i’m having challenges, you know, communication with i suppose, you know, how do you resolve money issues? Fundamental difference of opinion about children. You know, things like that that, you know, you dahna you at the end of the path, you know, but for people who would require a couple’s counseling you how to get to them a little bit earlier to kapin act them with the organization. So really it’s just a lot of service sitting there and thinking, oh, i love that idea of thinking ahead because you actually beat the competition that is paying the higher price for couples. You know, for that phrase couples counseling, absolutely relationship counselling you can get. You can beat the competition if you’re thinking a couple of months earlier. What are they talking about? Like money? Children finance center? Yeah, cool. On another example, i can provide and american and speak to this. Ah, bit as well. When we part of the service that were offered was credit counseling, and the thing is, like payday loan places like they’re they’re willing to bid up to, like fifteen dollars per click and the google lad words eyes limited to two dollars per click maximum. Okay, so you really have to be extremely creative when you’re thinking about, you know, for some of those services where you also, you know, essentially competing against for-profit right on do you know, how can you think about, you know, okay, so for people that are running into credit issues down the road, you know, what might have looked like six months prior? And, you know, maybe, you know, people are searching for, you know, troubles making their bills or looking for, you know, initial, you know, information about me, you know, loan consolidation or things like that, you know, before they get into that critical, you know, the moment where you know, they’re they’re living on sort of impact back loans and yeah, so it’s just a lot of thinking and but one of the greatest tips that i think we received when we first discovered hardware it’s from the ultimate guide. To adwords by perry marshall, you know, way highly recommend that book through the ultimate guide to edwards. Yeah, it’s called okay. And if one of them was read cosmo magazine and, you know, i think cosmo magazine provides a lot of lessons around, you know that the way that it cost one magazine covers designed, you know, it’s it’s designed to entice, you know, people that are going through a shopping check out to pick up a copy immediately, and i mean, it’s been the best selling woman’s back-up dean since nineteen seventy to know so, you know, they really done that in the print industry on the transits quite well into design in-kind adwords campaigns, you know as well you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it, tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Dahna oppcoll is pathways to education canada using google edwards ten thousand dollar month program? Yeah, yeah, ok, and mark, you have other clients that are as well, successfully, yeah, a number a number and you’re going with jason’s saying as well to part of the big part of adwords is trying to think of you know how how our people need our programs and services are looking for us if you’re doing banner ads or magazine dad, you have the opportunity kind of show what your your services are in google search is very specific, you can’t think of what our people looking for it so how two’s the wise all the questions for help versus the opportunity of having made a scene at where you can put a big, you know, big, full page description of what your services are. This is really an opportunity for people who are actively searching for your programs and services and bring them right back to website. So it’s a really important program tohave from non-profits okay, after we’ve set on decided on a set of at words, phrases that we can afford to bid on how do we i’m thinking next stage is monitoring our our results day today is that if i skipped anything but, well, there’s there’s a process there’s the whole setup piece, which is your campaigns, i groups keywords creating your ads, but one side nuts and bolts piece of it is done gather it is the moderate peace and add words and google analytics are fantastic for that they show you click the rates that should you conversion rates if you have that set up impressions and something, and really manage actively and make wise decisions on a short term basis and that’s what actually drew me, tio adwords and that grants program originally was the fact that i came from a auto back-up under we have the auto trader, which is it’s, a paper magazine, and anatoli, you’re hoping to see people come in and say, i came here because i read your magazine without words, jason first showing the dashboard the first day i’m like, okay, we can actually see that accent or people clicked this ad in this time frame. It went back to her web sight and took actions, so get the monitoring in the politics part of is a really big piece it’s important? Okay, yeah. Jason, won’t you talk about this more? Yeah. What’s really great is that you can really make data driven kind of decisions, which is, you know, one of the hallmarks of working in digital, an example i would give us, you know, we we had run a campaign to get supporters to donate their air miles to our organization, and we worked off the assumption that, you know, people want to give their, you know, their airline miles, you know, the goodness of their hearts because, you know, you know, but what? We quickly realized that, you know, they think the ad copy was something along the lines of, like, hey, you know, i don’t need your airline miles to ah, charity focused on youth and, you know, the click through rate on that were abysmal, like they weren’t fantastic people converting, so we, you know, we sat down and went back and thought about it, and the ad copy that did perform better was, hey, i don’t have enough miles teo to go on a trip, you know, donate them to our charity instead, which reflected the kind of reality that some people face when you realize that you need, like maybe ten or fifteen thousand miles. You wanna trip in two thousand? Yeah, and they just want to, you know, do something good with it. And, you know, because they can’t go anyway, and that one converted three times better and it’s amazing to be able to get death the metrics around that and really support some of those hypotheses around. You know how hard people thinking, how are they behaving? And you can really test those out. And conversely, you know, sometimes you know the hypotheses that you come up, you know, fall completely flat as well. But it’s, you can always go back to the data rather than relying on sir. These, you know, anecdotal, you know, kind of gut feelings. You can still have toast, got feelings, but you consistently validating them over and over again with the data, which makes us think, edwards, you know, when the most compelling platform’s teo really experiment and run campaigns. Mark, you mentioned something. I want to die aggress to an add grants. You said adwords and add grants what’s with the ad grantspace program. Yeah, granted, we’re actually talking here for non-profits adwords is a platform that google has five times in that sort of business is, you know, and you can pay for ads today. But i grantspace the non-profit program that’s just ten thousand dollars month. Exactly. Okay, exactly. All right, e-giving a straight. All right. Okay, well, all right. So now we can monitor results like day to day, right? I mean, we and at the end of a week, we can see one phrase, one word is performing quite well. Another is not so weii stop bidding on the on the underperformers that basically what what we do? Yeah, basically straight a be testing and if one odds working other ones not if it’s we’re talking incremental increases. Here is what we’re talking about. One point five click through rate versus the one point seven or two point three it’s not always an eighty twenty of this huge disparity. Okay, but over time, you can make these incremental increases and really improve your presence, and we’ll set up typically set up two ads per at group abila play them out like jason mention. We make assumptions about what’s going to work, and we’ll quickly learned that it does or it doesn’t and they get to go on. We’ll pause the one ad, create new adam, obviously reset the process and move forward. So kind of a fun game that i have with my summer intern. So we get a summer intern every summer, and what i do is i challenge them to a competition. So every week will come up with an ad and you’ll see what the results are. And then we face off every week, so the lower performing at gets paused. And then we were both trying to create a better one every week. So, you know, by the end of the summer, you sort of have this, like, hunger games, you know, style of creation. You know, only the strongest survives the best click through and the best results and conversions. Okay, all right. And pathways education canada benefits. All right, they’re the winners. All right, do-it-yourself time together. What? Let’s? See what else? You, uh, campaign what else can we say about a campaign but the ongoing but i think waken speak a bit to the google grantspace oh, program. So if you max oh, it’s, your ten thousand dollar grant does there’s a few. Of requirements in there, you max out your the ten thousand dollar grant for two months out of the prior six months a cz well as maintaining certain kind of quality metrics around new york, like two rates, and also setting up conversions non-profits are eligible to apply for the grant bro count, which is forty thousand dollars a month, which is nearly half a million dollars a year in in-kind ad revenue and, you know, that’s that’s a great way for, you know, larger non-profits or international facing non-profits to get additional kind of exposure grantspace pro it’s called that’s pro. Okay, ru is pathways education dahna grand pro now, yet we’re out run away, but i know that america is a bricked with several clients against pro against yeah, we have a few that working with the grands prix accounts again. It’s the more than international reach or the national across the states reach the reality is a lot of our smaller non-profit to have a regional focus, a search based so there’s a limitation, sometimes near population, searching for programs and the relevancy in just the raw reach doesn’t there sometimes, but for the bigger the big organizations absolutely it’s a fantastic way to actively manager account and and really reach out. Okay, okay. You are. You also spent some time talking about keeping your skills fresh. As as adwords evolves. What is that about what happens? I think that the platform is constantly changing. And s o back in toronto, i teach additional marking classes in the evenings. And one of the things that i tell my students is that in one working in adwords and analytics, that the platform can change at any time on do you have to adapt to it? That’s part of you know, being, you know, working in digital. So an example would be, you know, if when, when google changes algorithm for search, you know, you have to respond to that. And you read up on, you know what the new algorithm changes? Maybe an adjuster campaigns accordingly. Another one is sometimes the platform itself changes. So you log into the interface and, you know, the buttons of switch debate or there’s. A new feature or a new tab. It’s? Very disconcerting. Yeah. Especially people. We’re not, you know, native digital. You know, you just used to something for years. And then without an announcement, it’s different. Yeah, so you have to keep on constantly beating and adapting and everything, but part of it is that, you know, even though, you know, for people who have been doing it for a while, you know, and maybe a little bit disconcerting to, you know, have everything shift, i think it’s also an opportunity for people who are completely new to the platform, i mean, it hits the reset button for ever, right? So if you’re if you’re brand new getting into edwards, i mean, it’s a great opportunity jumpin you’re at the same level of everyone else. So, you know, it’s it’s also, i think, a positive thing for people you do not feel intimidated about jumping into it cause i know that when you first log into the dashboard it’s like it’s, a lot of buttons and everything, but you know it, it’s, you know, both of us, you know, we start doing adwords about seven years ago when we were working at a smaller non-profit and, you know, it’s been a constant kind of learning and evolution, and we’ve seen so much change on the platform, but, you know, the more time you spend in that, you know, it’s, the analogy we used in in our in our session was, you know, we’re not the kind of like superheroes i got bitten by a radioactive spider and wasn’t dad with all these superpowers to do add words, we would be more like, you know, the batman or the ironman in-kind things where, you know, just a regular person who, you know, that man went away for, like, five years, you know, into the mountains to, you know, train and honed his skills and everything. So, you know, similarly, i think it’s a lot of reading so really is start off with a you know, just that the ultimate guide to edward’s weii read that book cover to cover many several times. Okay, is there a i presume there is? Ah, blogged that block for edwards so google keeps yeah, google keeps obl argast adwords dot black spot dot com and that’s not asleep. Grants focus but that’s where all the new updates come out. Oftentimes the update will come out a few days before they get around the block post. So part of the fun as you log in. And you think things were happy? Like, oh, shoot where’s my reports button, but they are constantly changing things and they are constantly improving. That’s part of the fun of google’s, they’re always innovating and, you know, a few weeks ago they went from having ads in the top the stop the search is off and the side too, just the top. So jason’s thing it’s an opportunity to have you say that’s what i noticed that s o for advertisers, you know, we were used to having, you know, three or four spots across the top, plus five or six more down the side. Now we’re down to two or three or four at the top has become really competitive, so if you’re willing to spend the time and research and learn the program, you’re competitive, you could be up there. So it’s, not it’s, not it’s, not something you’re like. Jason said begin with immediately and be up there, but you can learn it quickly and to spend the time. That’s what? We both started a lot of reading a lot of time out the side of our deaths and a lot of time at night, you know? Just just learning the craft. It is definitely a worthwhile investment in time because i think that for all the organizations i’ve been involved with after implementing the edwards grant, like, you see a good spike in traffic, you know, in your google analytics, because people are finding the organization and all the the services you offer much easier and better. And, you know, mark has a similar in-kind of experience with the organization that he works with, like, just getting general traffic over to your site for better awareness and, you know, connecting with existing supporters who are looking to make a donation like no one, no one google’s like, you know, i have too much money, you know, how you know who can i give it to you? I don’t, yeah, yeah, me strategic, yeah, all right, now you had a superhero theme your your session? I see now i am not a dc comics guy or, like, superheroes, guys, so hyre were you challenging? You’re challenging audience members, too identify with a superhero name themselves a superhero now? Yeah, not actually named themselves, but the whole approach was that you could be a superhero as well, and you can learn the craft, you can hone your skills, you could be a superhero and you really do live responsibly. The digital marketing record in your organization to learn this and, you know, it’s there it’s free it’s free money from google’s free ahjumma, google if you dont having not using it is a bit of a disservice. So step up, be a superhero and you know, okay, take it up. What is excelsior in? You’re in the ghazal jutze river in the session description says excelsior that’s how you ended it, excelsior all right, so that was that was just like a superhero. Kind of like exclamation that comment is the marvel comics. Yeah, yeah. Okay. Okay. Okay. Yeah. Part of superhero theme is also, you know, the spider man quotation. You know, with great power comes great responsibility and that’s good if you have an opportunity to connect with someone and you missed that opportunity, you know, that could be someone who was searching for, you know, help with their rent to what their anxiety or depression or help you with some of their personal challenges. Kapin you can’t be serious. You’re absolutely way. Have a couple more minutes left. What have we not talked about or what you want to see? More detail may be something we covered too quickly. You spent ninety minutes in a session, so i know you got more. You got more knowledge than nineteen and a half minutes. I think that one of the questions that we ask this, you know, how much time does this take, you know, to do adwords. And to be honest, i wish i could say that, you know, it’s, you know, you can always make you know the case and be like, okay, i’m going to spend this amount of hours and you know, you’re your organization is going to support you all the way to do it. But, you know, the reality is, you know, sometimes you get you know, you’re really busy and non-profits and no this’s another thing to do on top of the you know, the ten or twenty, you know, items on your list for the for the week. And i guess what i want when i want a share is that when we both started out doing add words like we really were doing it off the side of my desk, you know, to try and prove that viability that you know, to bring in new traffic for our site. So you two, i guess whatever advising people are looking into adwords is you don’t know that this way. Do you know if if you to have a passion for it and are willing to do, you know, a bit in your spare time to even, like, get the initial ball rolling like it’s worth it? You know, even just to prove the viability to the organization because i know could be hired to try negotiate for that time and resources and initially to get started, okay, but you’re encouraging. Yeah, for sure and the other part, guys don’t expect you have to spend two, three, four hours per week and build all your campaigns the first it can be a slow burn, it’s non going grant you khun step a a few basic campaigns to start with you learn the accounts, learn how things work and build from there that’s often often times your clients of just become super overwhelmed because they want to have this full blown fifteen campaign hundred ads that i’m going to spend my ten thousand dollars, but it’s a race today you don’t need to you and that’s actually very good point too. We always talk it’s not about spending ten thousand dollars of spending the money properly, and you might spend five dollars, a month or a thousand dollars a month. But if you’re reaching your target and the people need to find your finding, you dori with ten thousand dollars, worry about doing it properly and make you spend the money properly. And i think one of the great things, both antennas, that there’s ah, a community of people that are using adwords this well. So, you know, one of the things i was really important for our session is like it’s, not only to show people how to use adwords, the google adwords grant better, but also, you know, reminding people like, you know, don’t forget to reach out to those around you because we’re all facing similar challenges, and we’re all along, you know, a spectrum of you know your movies to experts and you know, whenever something changes and all the experts become newbies again and so making sure that, you know people recognize you. There’s always help. You know, just around the corner just, you know, don’t be afraid to ask for help when especially in the country. Nufer is there a, uh, maybe xero community of practice around add words, you know, in in ten? Not yet, but we should yeah, but i mean, you know, they’re very liberal about ah, a couple of people interested, and now they’ll support it, ok, there isn’t yet, but yeah, the entire community is very giving. So even without a formal structure around around edwards, there’s still help. They’re absolutely just posted one of the one of the one of the community boards you any and ask ask for help, ok? And the one thing that i would mention is that american speak to some of the more advanced you said, just so you know, i think there’s there’s certain things that you khun dio with the free adwords grant, but it also helps pave the way for a charity to explore usage of paid advertising as well, and that, you know, the edwards grant is a great way to sort of explore those initial kind of foundational steps before moving to the paid advertising or what you have. Demonstrated clearly return on investment for you’re on schnoll can about what you can persuade the leadership that there’s value, then maybe they’ll start to invest some of the organization money. Is that where we’re headed exactly? A string itself is an expert, as you understand there’s gaps, we might know jason talked about competing with the pity loans places are competing with payed counselors and professionals add words is a really competitive market, but if you can show yourself is an expert and so you know what, here’s what we’ve done, but there’s a few gaps over here would like to other, you know that on some paid, you know hyre big key words or potential duitz, um, banner advertising, the google explain network or even potentially do some advertising on youtube that’s all within the average platform, i’m in a number of my clients and people i work with have their google grants account and also separate google adwords account is paid and google’s fine with that, they there’s no wish with that as long as you’re not competing on the same let’s name keywords in your paid account and you’re free account latto issue okay, okay, so you can you can do both side by side. Exactly. All right, exactly. Okay, should we wrap it up there? You think we’ve anything else? Well, before we do any other good, you have to raise something that made me think any other good questions that came from from the audience in your session. You want toe one highlight eleven were around some of the kind of technical details and that there are quite a few kind of, you know, technical, administrative details, you know, related to, you know, properly administering your adwords account. So one question that did come up during our session was, you know, what? If you’re inheriting account that, you know, it is quite old and, you know, it may not have been well administered in the past, you know, how should you even start to, you know, fix it up, and our suggestion for that was to, you know, to break it down into buckets and just start changing it one campaign at a time to try and use proper structures and applying very method a logical approach to it, rather than sort of the scattershot approach that may have been used. But if you’re inheriting a campaign that has been a total mess, then, you know, chances are it’s not performing very well. You may as well just wait. You know, most paul’s most of the campaigns and restart everything. Three other question that came as well, it was just, you know, are on general support. And one thing that i like some of the google reps here at ntc mentioned is that there is a support line as well. So, you know, it’s it’s amazing, because there was a lot of companies that don’t offer, like, direct phone support. We’re talking about telephone support. Yeah. So from google. Oh, yeah, yeah, it was actually a number that you can call, you know, if you’re adwords grantee that you know, if if you need help navigating, you know the main panel or creating ads or whatever, you know that there is, you know, entire support team that you can pick up the phone and call and they will help navigate through summer. The challenge is excellent. So that that number is available. Okay, that is rare. Yeah. Okay. All right. Let’s, leave it there. Thank you very much. Thanks. Alright. Jason shim, associate director. Of digital strategy and alumni relations at pathways to education canada, and mark coleman, president of evergreen digital marketing. Thank you again, gents. Thanks, tony. Thanks, thank you very much for being with us. This is tony martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference. Thanks so much, master. Your decision making is coming up first. Pursuant, like google adwords and making good, smart decisions pursuant helps you raise more money. Their tool velocity keeps you on task. Working toward that fund-raising goal. It was developed for pursuing fund-raising consultants so valuable for their client campaigns that they rolled it out directly to you. You, the small midsize shop. Use it yourself and get the value you need without the consultant. Check out velocity at pursuant dot com. Time now for tony’s take two. Do you love your work? I hope you do. I hope that you do something that engages you inspires you that you just feel so strongly about, you know that we throw the word passion around so much, but you just feel it that look, not every single day you’re going to work out, wake up some days and say, god, i hate this job. Oh, god, i wish i could just stay in bed, pull the covers over, but nine or ten days or eight or nine or ten days out of ten do you wake up and you just feel great about the work that you’re going to be doing the lives we’re saving, the the transformation, the change that you’re making in the world. I hope you feel good about it. I hope you feel great about it. Not just like it. I hope you love your work. Oh, and if you don’t, if you’re among the many who i see great faced on the subways, they don’t look like they’re happy going to work. I urge you to look to make that change small steps a little bit of a time start to see the light at the end of the tunnel i just urge you tow love the work that you’re doing i hope you do that’s tony’s take two live listener love i gotta send it out the live love goes out all the time so grateful for our live listeners listening right now at this moment now on august twelfth live listen love to you podcast pleasantries there can’t be live love without podcast pleasantries it can’t be just like the affiliate affections that air coming up podcast pleasantries to the over ten thousand listeners in the time shift. I’m very glad you’re with me pleasantries to you and those affiliate affections are multiple many am and fm stations throughout the country. Let your station know that you’re listening so that they know non-profit radio is valuable in their weekly schedule affections to our affiliate listeners. Here are karen headed niimi and jamie nelson with master your decision making welcome to tony martignetti non-profit radio coverage of sixteen ntc that’s, of course that’s, the non-profit technology conference hosted by intend the non-profit technology network. This is also part of ntc conversations we’re in san jose, california, at the convention center on my guests are karen already said karen headed niimi and jamie nelson, and their session topic is the science and art of decision making. Karen is director of business and human resources at the inside education society of alberta and she’s sitting closest to me and jamie nelson is an educator at the inside education society as well, ladies, welcome. Thank you so much. Thank you. My pleasure. Indulge me, please. While i just highlight our swag item for this interview, which is from think shouts a t shirt from think shout! And according to our outstanding piela hanna, this is a minimalist star wars theme. She can point out that there’s ah, minimalist death star and a minimalist. What else is there? Millennium falcon. See it! See the minimalist millennium falcon that’s, an mmf minimalist millennium falcon. For those of you who are not on the video, i’m sorry. Go to real tony martignetti dot com r e a l and you can watch the video there. It’ll be there shortly, so we’re adding this to our second day swag pile. All right, that’s. Where it goes, the science and art of decision making. Karen what? What are our challenges around decisionmaking? Well, i’ll tell you a little bit of the backstory of this session, okay? Came to the non-profit technology conference last year for the first time, and i am not a techie, but i want to learn more about trends and issues. And after it was over, i was very overwhelmed. And i thought it would be really need if there was a session on another life. Important topic to kind of give my brain a break. So weii well, had to choose this one, but i don’t know. You know what? It just came out of the universe. But i was here to make decisions about technology solutions, and i was having some trouble, and yeah, so i just thought, you know what? I need to learn more about this and so it’s been a good long years journey. And here we are spent a year curating content a little bit. Yeah. Okay. Yeah. Jamie wanted to share. What did you what have you learned in this curation process? So karen invited me in after she’s done. Quite. A bit of the legwork, which was wonderful on dh, so for me, it was really trying to look at the three different kind of areas of decision making, so we talked about the science on dh. Then we talked about what it’s like to take in additional information, and then we kind of talked about some of the influences, and i think for me, one of the big things that i learned is is too to understand the systems that are happening every time that we face a decision. And that was really, really important because, like karen said, we’re here at the ntcdinosaur decisions a cz non-profits we’re faced with all kinds of, like, really important decisions on dh, so being able to kind of understand that process was really, really valuable as part of this whole building of the presentation, okay? So there’s, the science, the influences and the process all around our decision making. What did the count since you did most of the duration will give you the chance. What? What do you learn about the science of decision making? Well, it drew a lot from the work of dr daniel kahneman, who wrote the book thinking fast and slow and he’s very respected in his field. He’s, a psychologist. And he also won the nobel prize in economics for some of his work. So okay, smart guy. He basically proposed that our approaches to judgment and choice take their two mental systems or modes of thinking one of them is sort of fast and instinctual. Then the other is slower and deliberate. So that was sort of based on the different types of decisions we have to make, like whether whether it across the road now versus whether to buy a new home are hard wiring. You know, we come free built right way. Have different types of thes to these two methods of decision making. Break down into the types of decisions we have to make for sure, like one is mohr sort of natural? The fast thinking that we do is effortless is just something we do is we navigate our life. We drive the car down the road. Okay? Slow thinking is more deliberate. It’s more logical thinking through procedures. Little more algorithmic. So it takes more mental effort to do logical thinking decision making. It takes longer. Okay, more deliberative. Process? Yes, exactly. Um, is that all you learned on for you in the years that all the science you master and that’s it? No. I mean, we boy, you could go on forever. I mean, a decision making is such a huge topic. You can look at it from a leadership aspect. Marketing behavioral economics. It’s huge. We just sort of focused in this session on, you know, information overload in an increasingly digital world. And how that’s we process that kind of information differently. Then then what? What we’re hardwired to do? Just perfect. Because, that’s, what you suffered after an ice twenty fifteen mental fatigue you were you were distressed and overloaded. Exactly, there’s. Not that you suffer from ntcdinosaur. The after effect was it was so much value, so much value. You were you were you were shell shocked. All right, so how can we start to help people in their decision making? And, you know, let’s, take the the normal in our conversation. Let’s, take the normal day to day decisions. Not this. Something is simple minded is crossing the street. But you know some fair minded work decisions or personal decisions. But it’s not. His monumental is whether to buy a home, whether they have a child but, you know, you know what? Like, what am i gonna have for dinner tonight or ah, whether i should have my parents over or, you know, i mean, average sort of day to day decisions, sort of in the middle of the spectrum, very fair, fair enough, very good point because our brain doesn’t doesn’t prioritize all the decisions we have to make in a day so we could be spending a lot of mental energy on things that are a trivial nature. Andi and then we don’t have enough reserves for the important ones, you know, when when we’re expending mental effort in our slow thinking we are we’re the brain is using twenty percent of our body’s energy. Oh, gee, so we’re using up more of that energy in our in our logical processes. So if there’s a new way of losing weight, i just obsess about whether across the street now definitely can i can i lose twenty pounds? Not that i have a lot to lose, but but but, you know, yeah, i obsess about whether to put the stamp on the envelope right side up or upside down. Can i drop some pounds? You may drop some pounds. I know, i know. All kidding aside energy not calories, energy. Okay, assuming energy. Okay, but, i mean, you do. You are depleting some of your resources. If you spend too much time on thing on decisions that just ultimately don’t matter that much. Ah, so, you know, some really good advice is to look at how you are. You know, how? First of all your energy when you’re making these decisions, you don’t want to make them when you’re tired and hungry. I mean, this is just obvious when you’re feeling emotional things, you can monitor about yourself in a busy life. We just go, go, go, go, go. We don’t have this sort of transition zone to kind of recent reset our mental mode to the next transition zone. Right? We don’t. We don’t have. Okay. Okay, jamie, anything you want to add at this? Ah, scientific stage. Yeah, well, i think a lot of people can can relate to that. And that transferred really well from kind of talking about how, as an individual, we make decisions and what influences us whether it’s past memories, past experiences, you know, the time of the day, how much you’ve had to eat, i think it really translates well when you’re talking about the non-profit world is a cz well, so if you are thinking about some major decisions that you need to make, you want to make sure that you’re you’re planning your board meeting an appropriate time of the day, you know, like so people are feeling fed if you feel really happy if you’re in a really good mood than that can actually make you less thoughtful in your decision making. And so we’re not saying that, you know, everybody should be kind of new thriller on happy in a board meeting, but just keeping these kinds of influences in mind. So in your day to day life, if you’re if you’re making decisions on what project to work on or if you’re making some of those bigger organization all decisions just keeping these influences in mind, khun b can actually have quite an impact, and that was really surprising me to me to find out all of these external factors and how you know, just one of the stories. That, karen tell, told in the session today, was how if you’re holding a warm liquid like a cup of coffee, yeah, you actually feel warmer feelings towards the people person that you’re chatting with, which makes sense culturally, like we get together over coffee all the time. And so and usually when someone asks you to go for coffee, it’s not because they want to yell at you, it’s, because they want to have ah positive, you know, productive kind of conversation, so that was was really interesting to think about and and that’s, what i loved about this session is it helped us kind of connect with our our own processes, but at the same time, we can think about how it influences our day to day work. Excellent, i like toe like that exploration of holding a warm liquid, what other other influences are there that we haven’t talked about yet? Ah, well, we’re we’re influenced by almost everything in our environment, you know, our natural impulses when you know if i look at you and i see i might be able to detect that you’re angry, just buy one or two words that you say in the tone, you know, whether makes us happy if you ask someone if they’re happy and that’s a beautiful brightstep durney day, they’re more inclined to say that they’re happy than they are on a cloudy sort of moody day. You know, we are feeling beans before we are thinking beings and so, you know, this translates in our day to day life. All right? So how do we dahna control some of these things? The one that we can control? You can control the weather, but our feelings, our state? How do we how do we sort of harness that? So that we do make better decisions? Well, you know, a very simple thing you khun dio, is before you’re making a decision. Put yourself in a neutral state of mind, you know, you can. You can just say write down everything that you did yesterday, step by step in sequins i got up, i had breakfast, i drove to work, had my day of work, came home, walk the dogs you’re just sort of reset it’s like it’s like your computer, your rebooting your computer on. Then you’ve shifted your mental mode, you know you’re not bringing in. Maybe your emotion and your anxiety and whatever you’re kind of reset, and then take the appropriate approach for what type of decision that that it is, you’re making. You want to just take a step back, you need this transition zone, you know, it’s hard, all the switching we do all the time, you know, between with multi tasking, you know, they’re really saying, well, what you’re doing is, you’re you’re, you’re just doing attention switching, and that is very depleting in our mind, in our body. So, you know, having a little, like, if you go to a therapist and you have an appointment, your appointments probably going to be about forty five minutes, not an hour, because they use some time to prepare. Have your session sometime to externalize what just happened and and collect some notes and be ready for the next person, you know, that’s logical. I see my yeah, i see my therapist for three hours, three hours, three times a day for a week, so i don’t know how she’s managing externalization she’s got just needs she needs to download, just like on the only person we could see each of those three days or practices suffering. I’m humble, unpaid, well, externalizing information. I mean, it’s coming at us, and i mean, we we learn our brain like spatial, you know, and and the context of the environment that we learn in having all of this information coming at us. It’s. I mean, yes, lists are still important in this digital age. It’s still important to you, externalize some of what’s going on in your mind so that you can look at it as an observer in your environment, rather than you know, yeah, okay, little dispassionate, yes, once removed, but but clearheaded, i see your hand, all right. 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 neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests 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. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio and i’m gale bauer from sponsorship strategist dot com dahna. Anything else about these influences? Because we’re going now, we’re going to move to the process. Okay, but anything more about the influences? Well, i mean, biologically speaking, good moods. I mean, meant to us and our ancestors that environment was safe. We could we could relax a little. We could let our guard down, but that makes us less vigilant. You know, a bad mood. Singles tow us. Something’s wrong. I might need to protect myself. There might be a threat. I need to pay more attention. So, yeah, emotions. Like i said, we’re we’re thinking or feeling beings before we’re thinking. Okay? We moved to the process of decision making. I mean, i feel like we’re sort of there, but it sounds like yes. Yeah, well, i want to go there next. Well, one thing about the process, there is a lot of choice in today’s world, you know. Example, in the session we gave was going to pick out aspirin. You know, when you look at the isle of there’s, a spare for migraines and for sore muscles. And for all the different reasons you might have an ailment. But ultimately, maybe it’s the same product on homes have thousands and thousands of our possessions um, there’s research that shows that actually having too much choice leads us to make poor decisions, and we’re also dissatisfied with them. So having in the process fewer, fewer good options, but just a few and fewer variables, okay, aaron is nodding a lot what you wantto into this? Well, i think that that ah, really translates well, when we’re thinking about that, the options that a lot of non-profits faces thinking, well, we can go in this direction, and we could do this kind of program are or use this kind of tactic, and what karen saying is is really like pairing that down and then making that decision and and the process of paring it down requires a decision as well. But i think a lot of us can agree that after a brainstorming session, it’s pretty obvious what some of the best options are, and then kind of taking a moment and taking a break, especially in, like, a working meeting where everyone has a chance to kind of reset and then that makes that actually makes the decision process easier on dh that is really profound that sometimes people just want to kind of powerthru and say, it’s, getting towards the end of the day like we just need to make a decision. And that’s exactly right. You just need to make a decision. So in order to do that, you have to kind of think about all of these, all of the influences that air that are wrapped up in that. Okay, okay. We still have some time together. You spent ninety minutes on this and in your session, so has it goes quick, here’s a lot more to say and have enough time that well, i mean, okay, the other the other part that we touched on in the session of the end was about creativity, because how can you choose the best option if you haven’t even imagined it? So part of it is developing some flexible thinking skills to, you know, be experimenting a little whimsical. And, um, you know, that requires sometime sometime in a calm mental state to do that kind of creative exploration. Eso we didn’t exercise in the session. We just ask everyone, what could you do with a marble? You know, similar to google? Asking what can you do with a pencil. Let’s. Try and see what we get. And some of the answers were like super unique jamie metoo, can you ask the audience? Okay, what can we do with the marbles? So, it’s kind of fun? Yeah. Some people went really practical right away. Like i could hold it. I could put it in my mouth. I could put it in my head. I could put it on the table on dh. Then other folks also kind of went more creative right away. So one of our participants said you could write a haiku about it which i she’s like it’s, not that left field, but but in the activity they had on an opportunity to work just by themselves, and then to share and build upon. And i think what was really apparent is that a lot of the folks who participated said that that once they connected and started to build upon existing structure, then it it was really additive and really complimentary. And they started to go in more creative places. Cam, you know, along this line we were talking about the complexity of problems today, and a lot of our problems are crossing borders and what is required? You know, i read something today about borderless leadership on dh you need a different skill set to address some of these problems. And so some of the things we talked about beyond creativity, where was critical thinking skills, you know, to look at all of the information coming at us and to be able to discern what is true and what is not true, what are some reliable sources, you know, and to be able to synthesise some of this information together with that, we talked about being able to ask good questions, because that helps you ultimately make a better decision if you can clarify things so it’s kind of a lost art, you know, we reward people at work for having the answer rather than having a really good question and children asked several hundred questions a day on. Well, you probably ask a lot as an interviewer, but i do know i’m also child, i’m asking a thousand questions today in our day today, life like way asked everyone in the room, like, see if you can keep track of how many questions you ask today is probably going to be very few. Ah, very good skill to develop question answering how does that help us make better decisions? Jamie well, for me, i mean, in our work with the inside education, we we ask a lot of questions, so we do environmental programs with our students on we talked about natural resources in the environment and in that is this critical thinking piece. And so i found that if a student asked me a question and i turn it back to the rest of the classroom or or answered them with another question that it helps start to kind of peel back the layers and let’s folks realize they start to consider the question from a different perspective. So i used the example in the session, you know, the first time a student asked me, well, what’s the difference between coal and charcoal. First of all, i couldn’t believe that i didn’t know the answer and it’s not a life changing thing, you know, like, i’ve gone so far without knowing that, and that was fine, but once i realised that it made me think to myself like, what else don’t i know about the world? Like, why don’t i know the difference between those two things and that’s the power of questions is that i know, like karen said in a professional life, sometimes if you’re if you’re in a meeting and and there’s questions about the reasoning behind the project that you’re working on, folks, khun bristle they can feel really defensive, but the power of asking a really good question is that it expands that horizon, and it helps you start to think about the bigger picture on dh then in that you’re able to think creatively and shift the paradigm and that that can only be helpful, you know? Okay, okay, we still have a couple minutes left. Let’s tease out. Come on. Ninety minutes in a session. Zoho back on non-profit radio listeners. Yeah, number. I’ll never have you back, bill it all related to the related to good questions. And critical thinking is really about how we learn on dh and, you know, if you notice someone’s thinking process, if if if there’s a bias or they they they have a distorted reasoning, you know, we get defensive when people point out our errors. So the best way to help people see that. They have maybe a flaw in their thinking is too created a learning experience for them to see the insight for themselves. Tohave a lightbulb moment an ah ha moment your mental mode shifts more easily when you discover it for yourself. How do you create this kind of moment? Teachers are good at creating this moment. What teachers are good you turned away from the mic, she said teachers were go to creating this moment on, i guess one of the ways that that i do that in a classroom with students is i you know, if we if we ask in opening question like what’s, a type of natural resource that we used to create energy, you know, some kids might have the answer right away and then others will be like lightning and it’s like, okay, so why did you say lightning? We don’t get electricity from from lightning, but why that? And then it helps them instead of saying no, you’re wrong because they’re they’re right. Lightning is electricity, but instead then we can kind of have a conversation about it, and then the student can come to the conclusion themselves organ can work through the process themselves and say, okay, wait a second that doesn’t make sense, there’s nobody running around trying to capture lightning so that we can have power in our homes, but in that it doesn’t it’s that experience, and i think it resonates more with a student. I mean, this is such a trivial example, but like karen said, if if there’s this this bias that occurs or this kind of error in thinking, i think everyone can relate to have someone if you have ah colleagues saying you’re wrong, the rest of the conversation doesn’t always go really well. So instead, you know yeah, you came you can and it’s not avoiding the conversation, it’s just helping them kind of see, because that’s, the only way that that folks can kind of overcome is that if they experience that process themselves, it can be really hard to try to convince someone that they’re wrong and you’re right. But by building that experienced by kind of understanding how our mind works and how thoughts are created, you can you can help increase that knowledge and expand the conversation instead of shutting it down and making it kind of antagonistic. Okay, okay. That sounds like a pretty good place to wrap up. Yeah, i think bernie’s copulation like you. All right. See, the closest to me is karen headed niimi, director of business and human resource is at the inside education society of alberta. And if the same society is jamie nelson who’s, an educator at inside education ladies, thank you very much. Thank you. Thank you. Pleasure. Thank you. And this is that i thank you for being with us. Twenty martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference. Thank you. Next week. I just don’t know you’ll have to trust me. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com creative producer was claire meyerhoff. Sam liebowitz is a line producer. Gavin dollars are am and fm outreach director. The show’s social media is by susan chavez on our music is by scott stein thank you for that scottie with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great kayman what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist 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 dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 5, 2016: Multichannel Fundraising Survey & Smart Email Marketing

Big Nonprofit Ideas for the Other 95%

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Peter Panepento: Multichannel Fundraising Survey

Which channels are earning nonprofits the best returns on their fundraising dollars and where will investment expand in 2017? Consultant Peter Panepento authored The Chronicle of Philanthropy’s report, “Fundraising In A Multichannel World.”

 

 

Tiffany Neill & Ann Crowley: Smart Email Marketing

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It’s one of the successful channels and it takes more than good copy. Our panel from the 2016 Nonprofit Technology Conference takes on the full process of a successful email campaign. They are Tiffany Neill, partner at Lautman Maska Neill & Company, and Ann Crowley, vice president of membership and online strategy for Human Rights Campaign.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. We have a listener of the week pulawski joshy. She messaged me that non-profit radio was one of her first shows when she started working in the sector and she loves my solitude video more about that in tony’s, take two so pulawski thank you, olivia joshy, thank you for being with us and congratulations on being our listener of the week. Oh, i’m glad you’re with me. I get hit with a bad case of mathos thomas iesus if i merely smelled the fishy idea that you missed today’s show multi-channel fund-raising survey, which channels are earning non-profits the best returns on their fund-raising dollars and where we’ll investment expand in twenty seventeen. Consultant peter panepento authored the chronicle of philanthropy is report fund-raising in a multi channel world and smart email marketing it’s one of the successful channels and it takes more than good copy. Our panel from the twenty sixteen non-profit technology conference takes on the full process of a successful email campaign. They are tiffany neil, partner at lautman, maska, neil and company, and and crowley, vice president of membership in online strategy for human rights campaign between the guests on tony’s take two solitude and major announcements that i should’ve made last week. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling not your seventh grade spelling bees for charities, we be spelling dot com glad to welcome back peter panepento he’s, a freelance writer and principle for panepento strategies, a communications consultancy working with non-profits foundations and companies that serve the sector. He’s, a former managing former assistant managing editor with the chronicle of philanthropy, you’ll find him at panepento dot com and at p panepento peter panepento welcome back. Great to talk to you, tony. And glad teo. Glad to be back on the show. A pleasure. Pleasure. I love your name. Because it’s so musical and a literate ivo i just love it. Peter panepento i like saying very, very fortunate with monica. I didn’t like it growing up, but i love it. Oh, yeah. Now the obliteration. Of course. I love liberations. But you know it’s, just it’s. Very musical. I love it. And ah, little italian pun, eh? Bread pento is repent. So did you know you have? Surely i’m sure that you’ve surely you’ve translated your name before having you. Oh, absolutely. Yeah. Yeah. So repentant bread. I don’t know. Have you sinned? And you’re baking bread in independence or what? I don’t know what that means. But i think that for another podcast completely, i think so. You don’t talk about well, okay, then. That was in that. In that case, we talk about this for twenty minutes, then on multi-channel fund-raising gets about three. Okay. Um, you know, i love move your name. Okay. Oh, yeah. Go ahead. You know, i mean, it’s always great when we get martignetti together. It’s a great combination of names that’s true and don’t i love the way you pronounce martignetti thank you. Thank you. Um, so, multi-channel fund-raising this, uh, this report based on a survey tell us about this. Yeah. So i started working with the chronicle late last year to take a real close. Look at how non-profits and specifically fund-raising departments are making, uh, making sense and investing in the explosion and the number of channels that they have at their disposal for fund-raising aziz. You know, and i’m sure a lot of listeners know we’ve we’ve really seen ah, really expansion of a number of options that fund-raising shops have to talk, teo acquire and solicit donors, you know, from everything from email, social media, online’s mobile. I’m all of these new channels are giving folks a lot of options, and there were also rendering a lot of other channels are absolute, so we wait really set out to try tio talked to non-profits and survey them and find out how they’re shifting their reese is and which which of these channels are more most successful to them? And what we did was we ended up working with a survey firm, campbell rinker, out of california, and we got responses from nearly five hundred non-profits of all sizes. Hoo hoo provided some really interesting insights on how these spring and what they might be in the fundraisers. Did you do cement? Irv uses part of this too? Yes, once we got the results back, i i reached out and spoke teo quite a few fundraisers across the country, from both local small organizations to some really big national charities to okay, cool now, um the headline is that the the old school one toe, one solicitation, my voice just cracked like i’m fourteen again hyre is ruling in in terms of effectiveness, yes, and i would imagine it doesn’t surprise a lot of folks to know that even with all of these different channels that we have that the most effective and the most popular form of fund-raising still is the one on one half, and when we we spoke to fundraisers about you know which channels they used the most and which ones were most effective, we found that personal solicitations were not only the most still the most popular and more than nine out of ten charity say that personal solicitations are are a part of their fund-raising mix now, but that also that they are still the most effective in terms of r a y and in fact, seven out of ten organizations in the survey said they’re becoming more effective than in the past. So with all of these different channels that we have to communicate with each other now, and maybe even because of that, all of these channels exists. Um, one on one the you know, the art. Of a person asking another person directly that they, you know, presumably built a relationship with remains the most effective form of fund-raising now, this does this include online one toe, one like i’m we’re doing a, you know, a peer-to-peer campaign does that does that include this? Or is this familiar? Peer-to-peer separately and okay here was actually did very well as well. In fact, half of the organizations in the survey said that peer-to-peer fund-raising is becoming a more effective form of fund-raising for them than it has been in the past, you know, it it doesn’t quite have the same level of popularity that personal solicitations do, but you know, those peer-to-peer campaigns and and, you know, the act of having, you know, one donor askanase other donor for for support for their favorite charity is is has been and is continuing to be very effective, okay? All right, i got you. All right. So the so the personal solicitation we’re talking about is the old school calling on the phone or meeting and and making an ask right that we’re talking about personal, so okay, okay, alright. Cool. That’s the headline, but there’s a lot more. To cover s o, peter and i were gonna go out for a break. When we come back, we’ll cover all the rest of this multi-channel fund-raising survey. 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. Dahna welcome back to big non-profit ideas for the other ninety five percent. I feel like doing live listener love right this minute, and there are a lot from texas, so i wanted very much thank j c and joan, the hosts of the previous show. Twenty first century entrepreneur forgiving non-profit radio, a shout out that was very gracious of them and it looks like a lot of their texas listeners hung in there. Houston, austin, sugarland live listener loved to you, let’s. Bring it right here to new york, new york, new york, bronx, new york, queens, new york live listener love to all five boroughs, even though staten island and and who’s, who we missing staten island in brooklyn, are not not with us this minute. They certainly have been in the past. So extend the live love even to the to borrow is not represented and focus on the three that are bronx, manhattan and queens gillette newjersey live listener loved to new jersey that’s ah that’s fairly new i think charlotte, north carolina love north carolina live listen loved head they headed there and lincoln tonight oh, lincoln’s in north carolina also. Thank you. Cool love. North carolina, you know, i’m on emerald isle ah, three weeks out of each month, let’s, go let’s, go abroad. Mexico, mexico, monterrey, mexico live listener loved to you. That would be a good afternoon. So we would say, argast artis, when a star dies precisely romania, iran, cambodia live. Listen, her love to you, love, ah, cambodia, don’t think we’ve seen you before in southeast of asia. Welcome on biron and romania. Also korea, you know, always so, so gracious, south korea, always with us on your haserot comes a ham nida and china always always at least one from japan, although i mean china, although we’ve got multiple today, ni hao and multiple from japan as well, so grateful for that live listen love to japan, konnichi wa. Peter panepento we’re going to get to the rest, i mean, don’t forget the affiliate affections and podcast pleasantries, of course, but peter panepento is waiting patiently, their hearing, breathing heavily science coming durney live listeners does this clown has give it a rest already in romania, they know you were a man of so many languages well, so many listeners, yes, only a few languages, but but there’s, this this show cut across states, counties, continents, we’re everywhere. All right, um, okay, anything else you want to say about the personal solicitation being the most way we covered that you think, well, i think i think one one point i thought of during the break there was that, you know, as i spoke to some fundraisers about this, i think one of the takeaways on this is just the fact that with people being so tied to their, you know, mobile devices and so connected online that they actually really appreciate the personal connection mohr when they can get it, and that is actually, you know, working in the favor of organizations who are investing in, uh, more on the ground face-to-face fund-raising there, you know, donors really appreciate that x for personal touch probably now more than ever before, and that applies also to millennials. I’m finding that, um, the misconception there is a misconception that millennials don’t want to meet anybody, they just want to do all their giving and shopping online and, you know, they love events they love coming out now, i’m not sure about the personal solicitation meeting, i’m not i’m not going quite that far, but in terms of gathering’s face-to-face meetings, events, you know, as long as the thing is fun, they love getting out absolutely and a big thing for millennials to is authenticity and there’s nothing more authentic than you know, shaking somebody’s, hand and looking him in the eye and talking teo and that’s that’s a really i value that the millennial generation is bringing to the table on dh articulating quite a bed. And i think as that generation matures and they actually become more likely to be ableto give it higher levels, i think those personal solicitations air going toe going to continue to be really important for those dahna relationships i get so many invitations for just usually une male coffee or lunch coffee line you know from people from millennials twenty thirties on, and i’m happy to do it, you know? I mean, if they want to sit with fifty four year old that’s their life, you know? So what am i going? No, but there’s a misconception that we need to beat that down. And the last thing about personal solicitation, i see you have this outstanding graphic about future investment. And ninety nine percent of charities that answered are goingto either spend the same or invest more in personal solicitations next year. That’s absolutely right. And, you know, that is really on an important stand, i think. It’s it’s, um, almost, you know, almost surprising just how overwhelming that is and help those two thirds of them are actually planning to increase their investment. And in personal solicitations, nominally, they’re investing in that they’re going to be increasing their investment in it, which is which is really powerful. Yeah. Agree. All right. Excellent. Um, direct mail doing very well. Yes. Direct mail. One of the really interesting things that came out of this survey. Wass the shift in attitude toward direct mail. I remember. And we had some discussions about this. A few. Years ago to tonia, i remember that, you know, direct mail is is, you know, in danger getting phased out of some organization. Were you really wondering whether or not they should just kill the of the the direct mail letter in investing all digital? And what we’re finding is that direct mail is not only remaining the third most popular channels for multi for multi-channel investment, but that it’s also ah channel, in which organizations are starting to step up their investment again after years of scaling back in it. Um, we found that almost a third of organizations that they’re planning to invest more resource is and direct mail over the next year by-laws than they have in the previous year and and that’s actually at a faster rate than things like email in social media in terms of increased investment over the next year. Yeah, you have a quote in the in the study that its still a world where people were thinking print first and digital second in planning campaigns. Yeah, i mean, even with all of the increased investment that we found in digital channels, latto you know, direct mail remains really, really popular and builders still respond to what a particularly the more mature donors, too, you know, are used to giving that way and remain a very important audience for non-profits so important to recognize our our top two channels, our traditional what might have been called dinosaurs, you know, years ago as social media emerged, but they’re not dinosaurs, they’re not. If they’re dinosaurs are not extinct yet because they’re talking about we’re talking about face-to-face and direct mail? Absolutely. And and and not only are they not going extinct, they’re they’re making a bit of a comeback. So what does that make them? Uh, i don’t know what we have. Ah, was i mean, i know that maybe they were the share of ah share. Tio that’s. Very good. I just picked up one of her dvds a couple months ago with this she’s got his flamboyant pink outfit and the cover the dvd is, is it called a hologram? Or you you turn it, you know, you you turn in the light and you get different images of her. I think i picked up for a light. Well, sorry share. I picked it up for like, a book, but i had to i had to just have it for the cover. I loved it. I loved. Um okay, so maybe the share. Yeah. Um all right, so don’t abandon traditional methods. Ok? So let’s move into the more current and social media also strong also strong. Not always this strong, but organizations are really continuing. Teo double down on their investment in social media. Um, we sell that sixty percent of organizations over the last two years have put more resources into social media, and they’re reporting that they’re planning to continue to to to invest more in it. More than half of the groups in the survey said they plan to invest maurin social media over the next year. And this really comes despite the fact that for a lot of organizations, they’re they’re having a hard time really articulating what the return on that investment is. Yes. So they’re not necessarily seeing direct dollars coming in the door through social media. But they are still thing enough value and where they want to continue to invest more in it as a as a donor acquisition tool and dahna communication stole. I see ninety seven percent are going to spend the same or mohr you said, as you said, over half spending mohr and, like forty four percent spending the same why why is it still getting increased investment? Um and so much attention so much the share of resources if we are having so much trouble identifying r a y well, it’s interesting, i spoke to a number of organizations, including some really sophisticated groups like make a wish and and the less association who say that even if they can’t put a direct dollar figure on what’s coming in, they’re they’re noting that social media is a great channel of bringing new people on their websites and getting them to sign up for e mails and other things like that. So that’s one thing and other is that it’s becoming increasingly necessary for organizations, particularly on facebook, to get noticed, you actually have to invest in promoting their posts and, you know, actually, you know e-giving facebook and lincoln and twitter um essentially at you no at investment, tio have their post get noticed by doing that, not only are they getting more clicks and like, they’re also getting some better, some better metrics back from those platforms, in terms of how people are engaging with their posts to sow some of that, i think is out of necessity, you know, you can’t keep the same level of investment and get the same results on facebook if your charity anymore. So, you know, some groups are putting ad money against it, where in the past they weren’t doing that right? I hear a lot of frustration about facebook because the organic reaches so small now and so much smaller than it used to be, and and you do have to put ad money against it if if you want to keep that reach high. Yeah, it’s purely i hear a lot of frustration, okay? And another part of your message is that there are other ways of measuring success besides strict return on investment. So if you’re getting more people signing up your email list, if that’s an action that you’re asking for, you’re seeing more unique visitors to your sight may be to the donation page on your site, even if they’re not translating to donations there are there are other methods of measuring return on social media other than strict dollars absolutely, and that’s i think the really interesting point that and and way of expressing it, tony, is that, um, you know, it may not lead to a direct donation, but those those folks that you’re engaging with on social networks are, you know, that that might be their first weigh in the organisation for them to be communicating with you in other ways, and you may actually be getting success through some of the other fund-raising channels as a result of you making that initial contact with a potential donor on a social network. You have you have a graphic in the survey that that covers the different methods of measuring success besides the ones we’ve talked about growth over previous efforts, long term donorsearch al you net yield per donor. So those are some other method, good, right? Right? And, you know, in on top of things, just like revenue raised and donors acquired, which are, um, kind of the obvious wants some of these other ones are metrics that organizations are starting to use mohr regularly to try tio to figure out how these different channels are performing and how they can make better decisions about where to invest later, yeah. You know, it’s, just yeah, you have to be able to say more than, you know, you just got to be there, but i mean, intuitively you do because there are just so many billions of people on facebook on four billion or five billion or something twitter, i think is over a billion users, um, you gotta be able to say more than that, it’s just it’s a lot of people, and so i like that the survey got moves like seven different six different methods of measuring return, not just yet. I think that, you know, what we’re starting to see is that organizations are becoming more sophisticated and how they’re measuring how they’re measuring these different things, and they’re putting mohr effort into actually trying tio better understand, you know, dahna behavior and their own in their own efforts at acquiring and, you know, building relationships with donors, how would you characterize non-profits as a group, we’re generalizing in terms of technology, adoption, do you feel like they’re slow to adopt? They wait for the corporate side to do it? Or do you feel like they jump in a little quicker, but not fully understanding and maybe that’s ah, maybe that’s to their detriment. That’s an interesting question, and i think, you know, if if you when you asked that question five or ten years ago, i think the consensus in the non-profit community was that, you know, that we were slow to adopt and that we were really reticent to to invest in new things and trying new things with technology, i think that’s starting to shift, i don’t necessarily think that we’re, you know, as a zone industry, we’re going to be rivaling silicon valley in front of of our willingness. Tio tio, jump in feet first, things that we don’t really know online, but, you know, there’s been enough success out there, and there have been enough for thinking organizations that have in front runners on some of these technologies that that it’s, you know, that the case can be more easily made toe boards and too, and the top leadership in organizations that it’s worth experimenting a little bit with new things and trying them out, but seeing where they go and you know, the digital capacity is still probably not where it needs to be with a lot of organizations but it’s a lot deeper now than it was even a few years ago. Andi, you only have to look at things like the growth of of interest in the non-profit technology conference every year and just the amount of social media and online activity that’s happening across the sector now. Let’s, talk about mobile, you call mobile a conundrum. Yes, um, and this was an area where a number of groups actually dove in and tried to invest in mobile and text to give early on and found out that they weren’t really getting the results they wanted to. So they’re starting to scale back a little bit in in their investment and mobile. Now. So, you know, of the groups that are actually using mobile, only forty percent say that their efforts were more effective in the past year than they were yeah, in the past year than they were the previous year they’re started there’s a really, um, there’s a real struggle out there for organizations to really figure out how to best use mobile other than using it as a you know, kind of, i know of ah, you know, a modified way of looking at their websites. There, there aren’t a whole lot of really successful mobile e-giving campaigns that that organizations air finding to be useful, important to point out that only thirteen percent of the respondents are actually using mobile and of those of those platform, you know, you know, in talking to organizations for the reporting on this, we’re finding that groups are finding some pretty creative ways to use mobile, even if they’re not using it as a standalone channel. Um, i spoke tio, the top fundraiser at the quietness institute in rochester, new york, which is a which is a private high school there, and they have actually done away with their traditional phone, a phones where a woman i would gather and do a night of calling teo their classmates and i have kind of replaced it with almost like a texting and facebook base kind of outreach for using the same idea everybody gets together with their mobile phones that starts texting classmates that they knew and hitting those short donations or or messaging them through facebook on their mobile phones. Hill yes, she didn’t count that as mobile fund-raising but it’s still using mobile devices for for, you know in-kind of using the unique powers of mobile devices fund-raising and hybrid ing that with the peer-to-peer za peer-to-peer ask itjust happened, happens by text exactly exactly so in some cases, we’re seeing these channels, you know, maybe falling in one bucket, but but they actually utilize technology that might be included in another bucket of in terms of how they’re measured. Peter, we have just a little less than a minute left, and i want to wrap up with the management of all these multi-channel methods is now multi department that’s, right? That’s one of the other interesting storylines coming from the surveys we asked, you know which department is in charge of all of these different all of these different channels? And in which cases is that more than one? And you know, by and large, you know, the development shop is still very engaged with with all of these different channels, but, you know, depending on the channel, usually between a quarter to assist of them are being managed by multiple departments means that there’s some, you know, they’re both being held accountable for the results of of those campaigns and it’s becoming a much more collaborative. Environment now where the development of the development department really needs to be working a lot more closely with you, with communications, with marketing, with technology to make sure they’re being success. Peter panepento follow this guy on twitter for pizza because you’re gonna learn a lot at at p panepento and he’s at panepento. Dot com peter, thank you so much. Thank you. And the surveys also free and for download that philanthropy dot com slash multi-channel fund-raising for anybody who wants to check it out in more detail philanthropy dot com slash multi-channel fund-raising cool. Thank you again. Thanks a lot, tony. Smart email marketing is coming up first. Pursuant, they’ve got free research for you. Also another free research report. It’s their report optimize your donor pipeline. You need to raise more money. You need a fat pipeline of pipeline that’s a pipeline of potential donors coming in that’s a piece today. This report is going to help you do that. It’s going, build, retain optimize your daughter pipeline it’s free optimize your donor pipeline it’s at pursuing dot com and then click resource is we’ll be spelling again. You need to raise more money host we’d be spelling spelling bee. This is not your mother’s spelling bee this’s, not even your seventh grade spelling bee. 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Here is my interview on smart email marketing, a very important channel from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of sixteen ntcdinosaur twenty sixteen non-profit technology conference at the convention center in san jose, california second session of the of the conference and i’m with tiffany, neil, and and crowley tiffany city closest to me is a partner at lautman, maska, neil and company and and crowley is vice president of membership and online strategy for human rights campaign. Ladies welcome. Thank you. Thank you. Your session topic is what you mean. There’s more to email, more to mail than just writing copy for a fund-raising email so we’re gonna go way beyond just good copy out let’s see, tiffany, what you believe is the dahna shortcoming that a lot of non-profit or shortcomings latto non-profits have around email marketing. I think a lot of organizations spent a lot of time thinking about that first message that people are going to receive, and they don’t take a lot of time thinking about the total experience that that person is going to have once they choose to engage with that email so they don’t think about it in terms of the supporter, the donor who’s receiving that message, they just say, i am sending this wonderful email and they will just do exactly what i want there’s a whole process, there’s a whole process begins within gay exactly through your well written email. Exactly talk a little about subject line, etcetera, but yeah, we want the whole lot the whole process. Exactly. I mean, i can ignore every email in my inbox if i want to that’s my prerogative, and i think a lot of times non-profits just assumed because human rights campaign, which is a wonderful organization, is sending a message that everyone’s going to open it and respond. And did you feel that you needed some help around your email channel? I think we’ve been very fortunate in our ability, tio send out e mails and get people to respond, but that’s, mostly because our issue has really been on the front lines of of the, you know, what’s happening in the last few years, but i do believe it is getting harder to get folks to open our emails and engage once we’ve gotten past marriage equality, the response rates were starting to see a slight decline, okay? And you do have i mean, it seems like human rights campaign would have headlines nearly every day, if not way have refugee crises around the world, and i’m just scratching the surface you work there, but now there’s a lot to talk about. Yes. Although hrc only works on lgbt issues in the u s o okay, all right, so then refugee crisis worldwide is appropriately okay, very good. Still all right? So after marriage equality, okay, so then you didn’t have so many headlines drop correct? Yeah, just got a little bit more of a challenge, although right now we’re experienced experiencing a lot of states, trying to revoke a lot of the rights that have been voted in so it’s, still very pertinent and happening and that’s, our job is to get people toe, stay with us and engage in the same level that they had been. Okay, let’s, stay with you. And i’m sure we first approach are thinking about une mail campaign that were you want? Yeah, i mean, i think it depends, is it is it fund-raising or is it sit advocacy? And if it’s advocacy is that because something is currently going on right now that you need to engage your list in? And if the answer to the advocacy question is yes, then we always ask ourselves, what is the theory of change if we send out this e mail and we ask arlis to do something? What is going to come out of their action? So for instance, we are in the middle of trying to get congress, in particular the judiciary committee, to hold a hearing for the vacancy of the supreme court, and we’ve been asking our list too directly email mitch mcconnell and hold a hearing so there’s a clear theory of change there. So if it’s fund-raising and you guys, you know, organizations feel like they need to send out e mails to raise money is which we all do then really think about what the messages and his tiffany alluded to earlier, not only what the message is initially, but what the visuals are, what comes after they send in money? Is there a proper thank you, there’s? Just various steps to the process. Okay, again, a long process, but sounds like starting with what is your goal exactly? Call ultimately there’s some call to action that’s, right? Is it? Fund-raising isn’t volunteering write a letter. Writing is calling. Raise it. Signing a petition? Yeah. Calling the governor. Yeah, that that’s exactly right. I mean, we really stop and think about every situation and if something is needed and we feel like we can make a difference in particular in a state, for instance, then then we’re going to do it. Okay, okay. All right. So, tiffany, after we’ve got our goal set, where do we go? Where we go from there? Well, i think where i mean, really where it starts from us. Who is that message going to be from? And i think that that sender is something that, especially with hrc, we spend a lot of time thinking about in testing different senders to make sure that when someone’s looking at a bunch of emails in their inbox, they want to open this it’s it’s from somebody that they feel has something to tell them that they need to respond to sew that it’s that’s the first part is to figure out who’s this message going to be from okay, who it’s from and i guess maybe this is subsumed in what you were saying and but who’s it going to? Yeah, we’re subset of our constituency is going to get get this. All right? We’ve got we’ve got our center. We’ve we’ve tested and testing of course, important throughout this process. How does that work if you’re trying to listeners tryingto inaugurate a campaign. How do you test them and kick off at the same time? Well, it’s, i mean, these work together it’s great with a sender. Because we can send ten percent of the message out and send half of that ten percent one centre and half of that ten percent another center in whichever sender gets more opens. Then we send that out to the rest of the constituencies. So those kind of things we contest really in real time so that we know we can get the immediate response subject line forward, subject lying falls in that for the preview text. The thing that people see in their inbox before they actually opened the message. Those first few words, all of those things we test on the outbound message, especially with things that are time sensitive. We want to get those test results back quickly so that we can implement it. And if people need to act quickly, we get we get to them right away. We spent a minute on something that’s. A little bit of a peeve. Which is seeing in that preview to view this message better, right? If it’s not rendering right in your mobile version. Click here. Right? Is that a terrible waste of landscape? Yes, absolutely. Yeah, yeah. Oh, yeah. I know what it’s called. What? The preview pain. Okay, and actually we in our presentation today, we actually touch on that because i don’t think it’s one of those things that organizations are moving so quickly, maybe they haven’t thought about that the experience, but for us, hrc our list is younger than a lot of other organizations and therefore there’s ah hyre usage of their mobile when they’re reading our emails. So we do everything mobile optimized, figuring that our folks are reading it on the phone. They’re moving quickly. We’re going to say it in the preview text what we want them to do or what the issue is, and at that point, they’re going to decide to open it and go take the next step or not, when you have your session, would you please tell the audience that this ticks me off? Well known, everyone will say, tony is very annoyed by that. Come back with one thirty four and render your your support for a proper preview checks but it’s one of the things that hrc does well is there’s an army of testers, and every tester has a different mobile device. So what may work on apple may not work on android, so, tony, if you have a different phone, yours may break up in someone else’s won’t. So we do all of that testing before the message ever goes out to consider, you know, even at work, someone was workout of outlook and some of us work out of google and things were under differently and while maybe annoying, i’m always the outlook girl, so i’m always like, it looks funny on that look and, you know, so for the seven other outlook, users were going toe we’re going to see it, right? Okay. All right. What? What else? So let’s, stay with this a couple seconds. What else can we easily test? Got sender subject line preview text? What else? Simple detect. The other thing that we test is in the call to action the words that appear on the button. We’re asking people to do something and really wants to test. Click here. We’re calling it the nineteen nineties tests, but we’ve found that saying, tony, you know, act now versus just act now versus, you know, change, change this do their job. And then i see more organizations using chip in exact and contribute exactly, and those air easy things, the test and you can test it on small number and then see how many people take the action that you intended them to and then roll that out said earlier, we’re testing to maybe just ten percent of the way debate test quantities frequently, but yes, i mean, in general it’s, about ten percent of the total, okay, seems like a good relationship. You’re going back and forth? Yeah, frequently on. Okay. Absolutely. Yes. Next to each other. It’s civil. Yeah. No, no, no. Tiffany and her team at law men are terrific. And we really view them as extensions of the human rights campaign staff well and to the point about subject lines and is frequently a sender of the hrc emails. And one saturday, there was an e mail from an and it was an official hrc email. But the subject line was i know it’s saturday, but and we all open it very quickly because we assumed it was work related and something? Yeah, it worked. It worked. It really was an accident. You know, it was everyone just forgot that that was going out that day at ten a m on saturday and that that was the subject line. All right, the best stuff comes from improvisation, it’s straight, solid improvisation. All right, so we’ve done some simple testing and what’s our next what’s our next step in this campaign? Well, i’m a big believer in the visuals, so if you can have a picture in the call out box, i’m also big believer, frankly, in the call out box, i feel like the call out box is the next step. After the preview text, you get somebody to open it because the preview texas either intriguing enough or important enough, it feels to me that most people then go to the call out box, and so if you’re looking at the email, the call out box can be in the center for us, it’s often to the right and it’s literally a boxed section and it’s it’s in my mind. It’s the headline it’s the action in a nutshell we want you to do x because of why and it’s it’s a shortened version if you want to read more there’s the whole email text that you can read and learn more about what the issue is. But the call out box is going to tell you what we want you to do. Why? And it’s gonna have ah, click it’s going to have a button to or link to click and immediately do the action or send in the money. So this is for somebody who’s, maybe just previewing. They read this cold outbox, but ultimately it’s the same action as if you got to the middle of the full tech that’s a bottom of a check that’s, right. Same action. And you sew for us too. We have a link or button often throughout the email throughout the call out box. I mean, we really make it easy for people to immediately we take action versus going through the entire thing. Do we have statistics on how popular the call out boxes versus going by showing further into the text? We would be able to know the amount of klicks from the call outbox versus the other clicks. Yeah, we could measure it. I don’t think we have. Just you found the flaw in the progress. You’ve done some consulting work this morning that we shouldn’t tell that it is a new toast way. Not like that. We’ll put that on the testing list meeting to the session. Exactly. Your audience would not have heard. You know, if you had not been here before. Yeah, before this, before the session. All right. No charge. Thank you. Thank you. Thank you. Through with no it’s. True it’s. Good point, actually. Very gratifying. Doesn’t happen often. Melkis. Okay, let’s. See, uh, all right. So we get past our email were also obviously testing different body of the text right now that this is more that’s. More elaborate. Yeah. It’s. More elaborate. And we it’s funny. We’ve tested some copy things, but often what will test is copy heavy versus image heavy things that are are more substantial. That are gonna move the needle a bit more. We try not teo. I mean, there’s tests that are interesting. And then there’s tests that we want to do that are really trying to get people tio to move the issues forward. And so we haven’t tested a lot within the copy itself. Unless it’s specifically the call to action that’s interesting now, because this is what i think people focus on the boat they dio so their focus is misplaced. It’s okay to say, well, i want i want people to approve we want people to improve, i’ll just speak for us. I mean, for hrc, i don’t think that is where our focus should be, which is why it’s not there for other organizations. It may be different, and we have tested for other organizations that may have a cause or a mission where they’re trying to figure out their messaging and in that case, figuring out how they want to state their case for support that’s a critically important tests to do and then something that should probably be done over several email messages where you have control groups getting a similar theme, or if you have a mission that has several different components. You spoke earlier about international work trying to figure out what part of the world people care about that’s, something that is worth text testing heavily with hrc there’s really don’t appreciate you bring up my one thing i said wrong well, see and overly latto that, with my brilliant way, gave you the brilliant oil pockets. No, no, you gotta remind people that i begin. What it does not get the i was right hat. So yeah, but that i mean, for some groups that’s, critically important for hrc that’s. We have so many other things past, so, yeah, okay, yeah, i would say that’s. True, all right. 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 neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martignetti non-profit radio i d’oh, i’m adam bron, founder of pencils of promise. So now let’s move next stages. We’ve we’ve refined our email as best we can. Nextstep is in a landing page. Yeah, yeah. Okay. I want to speak to what retested test every landing pages. You know, it’s interesting. I mean there’s, different landing pages. So for hrc, if it’s asking for a donation, they’re landing on a donation page and we spend a lot a lot a lot, a lot of time and energy and testing and thinking through exactly what they’re going to see when they get to that landing page. One of the air, the donation page. Because one of the things that hrc does very effectively is trying to get people to make monthly gifts. So we try to look at the donor experience of saying what’s going to encourage me to sign oppa’s a monthly donor. So we test what the text is. We test what numbers, aaron, the different donation options. We test it and there’s a brand new donation page for hrc. So that whole process, if it’s an action, then it’s a landing page where you’re asking people to take that action, and in the that case, we just try to go for clarity, making sure that it’s very clear what you’re being has to dio and as an said, making sure that theory of changes prominent so that people understand when they take that action there, having a positive impact on the issues they care about landing yeah, i mean, listen, first off, it’s tough to get people to open your e mails that’s number one so now you’ve gotten them to open it. You’ve gotten them to read it, you’ve gotten him to click to the landing page or to the action page or to the asian page, you have them so you don’t want to lose him at that point, so it in our minds, if they’ve gotten through to that point and let’s, say, it’s a fund-raising email make it as simple and as quick as possible to just have them, you know, hit the button and charge the credit card don’t spend a lot of times reiterating everything you’ve just said in the email and if it’s an action page, same kind. Of thing clear concise we’ve laid out the case for you. This petition is going to go to the governor for x, y and z reason click here so, you know, if you already got him where you want him, you’ve gotten them to take out the wall don’t oversell it basically, yeah, well, i make it consistent with the experience. I think one place where some organizations fall down is they’ll have that go to just a generic landing page or a generic donation page that doesn’t in any way reflect the experience they were having, so it won’t have i mean, we worked to make sure that the headlines are the same as in the emails they received in that sort of thing. So that’s, one of the reasons that we put the session together is because we were looking at the industry of things that people could be doing better than hrc does really well and go from there, i feel so strongly about consistent, consistent conversation with the reader that if we offer, say, a premium in the email for certain amount let’s say it’s, thirty five dollars and then they land on the contribution page. And it doesn’t mention it again, or we don’t start the thirty five dollars, unlike guys, we’ve just said this is going to cost thirty five dollars, then they land on the donation page, and we don’t make that reference again. So for me, it really is about the user having authentic conversation with your reader with your list and having a consistent, authentic conversation reassuring, yeah, i read this on the last page, but now it doesn’t say it anymore. Exactly five dollars like today and up in the wrong painting. Am i going to get what i wanted? It’s it’s, very it’s really important. Okay, okay, consistency, conversation. Um, after landing page, we have ah share page or some kind of post post post action post action and that’s, especially one of the other opportunities that hrc takes advantage of is if if the main action is to get people to sign a petition or call their congress person or something like that, there’s always a follow-up action where they’re given the opportunity to give because, as an said, if you’ve captured someone so deeply around this issue that they took the time to read the email to click it to fill out the petition they are most likely to want to embrace you even more and make a gift so that’s a really opportunity to encourage people to give that a lot of organizations miss out on and if it’s a donation, once people have donated, we want them to feel good about it. So we give him the chance to share the issue or to sign a petition or take take another step so that the experience continues. You always say, thank you, obviously, andi. So if this is tiffany said if they’ve taken an action, you know, get an email that said, okay, great, your actions been sent to the governor or whatever it is now, would you like to do more? You know, here’s an opportunity to give a donation. It’s not heavy handed, it’s just they’re given the opportunity many people don’t, but we’re often surprised at the amount of money that comes in from a post action shopped donation page. Yeah, yeah, yeah. Pleased, very pleased. Yeah, and it doesn’t cost anything extra to add that step. Really? So so i never i never thought they were that successful. I guess i’m not obviously, don’t go by me. Yeah, and it depends on the issue. I mean, for some people, certain issues, they’re goingto be more important in the argon and not only take the action, but then donate for others. They’re just they’re comfortable with just taking the action, but but always give them the opportunity because you never know. Okay, you you’re spending some time in your session to talk about on order responder? Yeah, what are we talking about? First, i’m gonna keep you out of jargon jail, but i’m the one who said it. I don’t get you let you get me out of jail. Is that message that people automatically get through email once they’ve taken an action or made a contribution? And ah lot of email providers are set up to kind of send those auto respond messages and some organizations. All that auto respond message says is, thank you for taking an action with the human rights campaign. We think through what that says so that it is, as an says, consistent with e action, they just took it follows the experience they just had and a lot of times that will also give people another chance to act they’ll get a chance to do something else when they get that latto responder that that message that they get right away and his and said it always says thank you, yeah, usually so the order responded immediate, this is the immediate follow-up yes, right, right, okay, we didn’t talk about including video mentioned all about images. What about use of video in the email? Are you doing that more often as it isn’t working? Not in not in the email directly because it affects the affects rendering? I believe right now can it hurt delivery box is going to show up what people say on mobile, it doesn’t, because the hrc has found that they have when they actually embed the video within the email, the all of the open rates click through rates that sort of thing fall just because of potential rendering issues on different people’s individual technologies. So what we do instead is yes, so we’ll have an image of a video and with a narrow so it looks like you’re hitting the play button, but it actually takes you two in our case youtube, which is where we’ll and embed the video and that all that way they can see it and it’s a quick transition transact transition from that email to the video. Okay, and then within that video, we way try toe have words so that if people are viewing it without sound, they can still get the essence of what the piece wass eso last year, for example, at the end of the year, hrc had a very successful year. Last year, marriage equality was it was done by the supreme court. There were a lot of good activities, so to give their members the chance to participate, members were encouraged to send in their photos of the year and to make a urine video. So we thought, i don’t know, i thought maybe a couple thousand people. I don’t know how much you thought would do it. I thought maybe two. Three thousand. Yeah, i didn’t. I didn’t expect much, but we got seventeen thousand pictures. I mean, people were so excited to be a part of this. It was really i got phone calls from members saying i sent in my pictures. Could you please include them? I got permission from the photographer to include them. We got an ambassador calling, we got boardmember is calling. I mean, this ended up being so important, it really surprised me. So then when we put that video together, we had words throughout it sort of highlighting what the different groups of photos were, but we really let the photos speak for themselves. But the overall campaign, we had to really think of three because there were so many more pictures than we thought there would be. We created a siri’s of photo albums on facebook and then had other emails wherein post actions or things like that people were encouraged to then go to social media sites see the rest of the pictures because clearly we couldn’t put seventeen thousand pictures on a video or it would just be like a michael bay movie, and you were able to make it very, very inclusive. Yeah, yeah, it was clear to us that to not include i mean, everyone took it so so seriously that we wanted to honor that that feeling for them and include him wherever we could. All right, we’re gonna we’re gonna leave it there. Great. We’re gonna leave it with inclusiveness, okay? Like for human rights campaign? Yes, perfect. Now that twenty martignetti learned what human rights campaign does. I don’t mind it’s. Okay, if i do it different. But that xero durney neil isa, partner lautman, mascot neil and company and crowley, vice president membership in online strategy at human rights campaign again, ladies. Thank you very much. Thank you. Think, stoney. Sharon. Thanks, tony martignetti non-profit radio coverage of twenty sixteen non-profit technology conference. Thank you so much for being with us. And thanks to everybody at and ten the non-profit technology network next week, master google adwords and master your decision making. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by we be spelling not your seventh grade spelling bees for charities, we be spelling dot com our creative producers claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director. The show’s social media is by susan chavez. And this music is by scott stein of brooklyn. Scotty, how come you weren’t listening today be 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 insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised 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’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell, you put money in a situation and invested and expect it to grow and savvy advice for success from eric 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.

Nonprofit Radio for July 22, 2016: Training Choices & 2Q16 Fundraising Metrics

Big Nonprofit Ideas for the Other 95%

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Kevin Martone, Debra Askanase & Rene Swink: Training Choices

(From L-R) Kevin Martone, Debra Askanase & Rene Swink at 16NTC

Our panel from the 2016 Nonprofit Technology Conference reveals best practices for training: goals; who participates; successful formats; and working within culture. They also have suggestions for technology and leave you with resources. They are Kevin Martone, from the Harold Grinspoon Foundation; Debra Askanase, Community Organizer 2.0; and Rene Swink with Exceptional Children’s Assistance Center (ECAC).

 

 

Rob Mitchell: 2Q16 Fundraising Metrics

How did 2nd quarter fundraising go and what’s changed in the full year forecast since January? Atlas of Giving has the data and CEO Rob Mitchell shares all. Rob is with me after each quarter for analysis.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d come down with a case of bourelly aosis if you infected me with the notion that you missed today’s show training choices, our panel from the twenty sixteen non-profit technology conference reveals best practices for training goals who participates, successful formats and working within organization culture. They also have suggestions for technology and leave you with three sources. They are kevin martin from the harold grinspoon foundation. Deborah askanase, community organizer two point oh and renee swink with exceptional children’s assistance center and two q sixteen fund-raising results. How did second quarter fund-raising go and what’s changed in the full year forecast since january? Atlas of giving has the data and ceo rob mitchell shares at all. Rob is with me at the end of each quarter for analysis. I’m tony steak too three hundredth show next week, we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is the panel, kevin martone, deborah askanase and renee swink from ntcdinosaur lier. This year welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference this is also part of ntc conversations. We’re in san jose, california, at the convention center. My guests are kevin martone, deborah askanase and renee swink. We will meet them very shortly. Right now i have tio take a moment to acknowledge and recognize the swag item for this interview which is from charity dynamics. You have a combination is very well done. Combination sunscreen and lip balm. So you either apply it with this roller on your lips or you take this off and it’s ah it’s a sunscreen applicator that’s a combined and then if those to fail you then cherry dynamics has alot in travel size it’s, hard to get i have never seen alot in travel size so i’m taking this one home with me and this joins our our our swag pile for the day oh, that’s! What? That is it’s. Impressive phone. All right. Okay. Let’s, meet let’s. Meet the panel here. Kevin martone is kevin is the technology program manager for a harold grinspoon foundation. Seated in the middle is debra askanase she’s founder and digital engagement strategist. At community organizer two point oh, and renee swink is technical assistance coordinator at kevin deborah rene. Welcome, thank you, thank you, thank you, non-profit radio pleasure. All right, your session topic was the future of capacity building is collaborative, learning communities, collaborative and cohorts. Okay, so we’re ah, we’re applying. Our learning models are learning model our best process to these different structures, these distant, collaborative structures that right. Okay, i agree with that way. Well, my thanks to rene for explain that to me before that. Before that, like, i turned down because i was a little trouble with the description, but i got it. So why don’t we talk first about what a successful training process is? And then we’ll talk about the different. Form of formats that we can fit into. So makes sense. All right. Makes pretty professional trainers. Is that right? Are you asleep? Part of our in-kind department. Full time job. Okay, your bona fide hyre. Okay. Well, let’s, start with deborah askanase because i’ve known you the longest. Thanks. So what do you think the essential elements are of training? And how do you how do you do it? Best at community organizer two point zero. So there’s a couple of elements that are really important to think about the first thing when you’re designing a training is thinking about the goals. You always start with the goals. What is it that is going to increase capacity and help people to get there to increase their capacity? Because that’s, the whole point of training, and renee khun speak very eloquently about that pay goals goal. Then you think about who needs to be at the table so many times training so designed in the right people aren’t at the table and it’s really important based on your goals. What? What segment of your audience should be there? What segment of your participants does management need to be at the table. Do board members need to be at the table? It’s not a the third thing that you want to think about our learning elements. So how do people learn? And what elements do you want to bring into that so that they can best? What do that mean? Learning elements? Little jargon. E? You know, he’s, john, you know i have jargon. I want them ahead of time. I said, yeah, he’s real big on joining. Well, yeah. You warn you warn them and you’re the one who’s in it. Okay, you know what? The learning elements? What does that mean? So that’s thinking about? Well, when you take any kind of training or you goto workshop procession, you leave and you think, oh, i really learned because these pieces were part of it. So it’s often it’s, participatory, it’s, collaborative there’s, some sort of exercise where you integrated in there’s pierre, learning that takes place and there’s actually a few. If you take our slides, which are in the collaborative notes, you’ll see we kind of list out you could choose what we’re gonna work best for your session that will meet your goals. And then finally, after you thinking aboutthe learning elements then you think about okay who’s, the student and who’s the teacher here. Is it something where it’s going to be best done by pierre learning where there’s no official trainer, facilitator. But we all learn from each other’s expertise or there’s somebody who facilitates with some co learning from the students? This is the format now we’re talking about right? So you think about who’s the student who’s the teacher, a piece of it, and then finally think about and this is really important, something we came to when we were designing this the cultural elements so many times we designed trainings and we don’t think about what’s the culture of the organization, who it’s being the training is being created for and what’s the culture of the people who are attending the training, and all of us have stories about what happens when you don’t understand the culture or how you bring the culture in that’s so important and we actually have culture cards will come will come to those i i’m happy to pass it on the other side. Okay, now. So we just have about twenty five point six minutes together. So and you had at ninety minutes and plus, on top of all the top of the model, uh, we have to talk about our different formats. Communities, collaborative sze and cohorts, right? Of course. I appreciate that because i like a liberation jargon jail. Uh, i send live listener love on every show i do podcast pleasantries for our podcast ten thousand podcast listeners i do affiliate affections for the am and fm stations that are part of the show. I’ve told you. Take to sew a pattern kevin’s going to kill me if i don’t mention there’s also technical stuff to think about like how did you use technology to do the training? Alright way. But that’s like last let’s say we could get teo let’s. Let’s take on each of these elements. But we have to do it a little quicker than you did it in the ninety minute session. All right, so you deferred to rene for goals. So, rene, what about think about goals in training? Well, yeah. I mean, you always want to think about what is it? What is it you want to accomplish? But you also need to look at where our people are with their present levels, what is it? They don’t know? Because if you go in thinking, oh, i think everybody needs to learn this, and if you’re not really aware of what’s going on in your audience, they may go way already know that so we just wasted your time. So really looking at that what you’re running and we really want to increase people’s knowledge, their skills and ultimately they go out and end up doing it, and so they become active learners and active doers. So how do we be good at assessing with the goals ought to be so we’re not we’re not over the heads of the audience, nor are we telling them things that they’ve already learned they already know well, you know, when ideally it’s great. If you are able teo non-profit radio, we deal with the rto so we’ll deal with the ideal and unlimited budgets, right? Exactly. So really it’s great is if you khun survey people ahead of time, do a needs assessment. Really? Hopefully you have a relationship with your audience and you can do that. But even when all of that happens a lot of times, you just have to be really flexible and be able to pivot and kind of go and asking those questions, okay, who’s in the room, and if you have surprised people, you can go oops, we’re going to adjust, we pivoted during ourselves, way did. Okay, okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Duitz who should be in it? Let’s get kevin in the conversation? Sure, who should be participating in this training so so never hinted at it, but there’s, i guess i should say it differently. I’m sorry i’m making it sound like it’s, same for everything. How do you determine who should participate in the training that you are planning, right? And there’s often two parts there’s the people who are actually you’re learning like we’re going to be it you around or whatever the training is, we’re going to be throughout and then never hinted at the the executives, the people decision makers at whatever organization that people are from making sure they have buy-in so, for example, i run this year round communications training and it’s for young communications staff to help them with their overall communication skills around planning i’m that kind of thing, but at the first session that we do, we require that their executive director or a decision maker at that organization come with them so that they can work together to come up with their overall goals, that communication goals at the organization, their overall goals so that it drives what the student is. Doing the entire year and we feel it’s important because if they’re not willing to come to that first session and be part of that it’s it’s not likely that they’re going to buy into change that happens through the course, okay? And can we talk a little more generally about how to determine who should be a participant? Well, i mean, in the training that i’ve run, it’s it’s usually relatives usually clear from the golden goals. So for us, for that communications training it’s to help each of these organizations have better communicate outreach to their stakeholders, and so we’re pinpointing the communications person director, right? Right, exactly. Okay. All right. So it should be apparent from the goals with goals should drive who belongs? Yeah, yeah, yeah. Okay. All right, deborah arms. We’re back to you for learning elements. All right? Well, you really only you pretty much have been described with the learning elements are going to me. It’s and i was a non professional trainer, so i’m the neal fight. I’m the non bona fide on the those on the path, but i’m not on the panel, so i’m not qualified to me. It’s just like how we’re gonna do this what’s going to be? How are we going? What’s our methodology going b but you said he’s going to be pure learning practice, role play. My voice just cracked like i’m fourteen, i’m just puberty neo-sage still awkward, but i missed that part of some well, okay, so we talked about learning elements that people learn by integrating it. And so it’s, really a question of for your training and for your audience. What ways are creative and perhaps applicability for people to really put into practice what they’re learning and and that was a collaborative learning. Okay, okay. Let’s give you another shot, then. So format. What? What? So there’s a different okay, what were we going to say about form out? How are we diving into this little deeper? And i called it format. It came after learning elements. Then you were thinking about the way we’re thinking about this here. This’s your culture card. You know we’ve got we’ve got the format cods for matter-ness wait. Let’s not be unkind. Not probably right? I’m going to remain where you gonna be? All right. One says one primary trainer. When that no. Official facilitator and one says facilitator plus koegler learning and these areas shaded in blue and here they are for our video audience. Okay, so i’ll let you speak through them. Sure. As part of the session, we handed these out and had groups practice. Know why i had to feel like i don’t know what you did a great job by awkwardness. I told you, i never really imagined i could graduate from here. You have a law degree, but i never graduated puberty. All right, um, so during the training we handed these out had people kind of we’re like, okay? And your session there’s only one primary trainer. And if if that’s the right thing to meet the goals and that’s what’s known as a traditional training right. But when we get into the jargon jail of the collaborative and the cohorts in the communities something where there’s no official trainer and people are learning from each other that’s called a learning community that sound like anarchy. It isthe i’ve actually participated in one and helped design one. And i think they’re fabulous not. And it can be as long as it if it’s not intentional it needs to be intentional goal right now. Is that really okay? All right, that’s a possibility. And then there’s elearning collaborative, which is more along the lines of what you do, kevin, and what what you do, rene as well and that’s where there’s a facilitator who sort of guides the overall vision but there’s a lot of peer learning that happens where people are working in groups of twos and skillsets that’s a skill that’s a really maybe an art, actually, to be a successful facilitator, i’ve been in some programs with mediocre facilitators and like, they don’t set the rules. Well, you know, they’re like too dictatorial about the rules. Don’t people participating with the ground rules are theyjust dictate them and it goes downhill from there? Yeah, like nobody feels by boat and they feel like dictated to choose card number one one primary trainer. Exactly what? You’re supposed to be the facilitator. Exactly. Okay, but i haven’t only been in crummy ones, but i’m thinking of becoming well. We did talk about crummy one or we started with what’s. The worst training you have ever been in. Yeah, i think it’s hard to be a good facilitator, i think it’s a lot of practice. Yeah. Is that okay? Yeah. All right. So that’s, the way we say that we covered format pretty well down with that. I think we’re all right. The cultural element you want to just going down the line. Get now that’s where the culture courts because it was fun this week. A lot of fun because actually in the training, folks were given a scenario of something. So we gave them a scenario of a training they had to develop, so they didn’t have to think about that. And then when we dealt the cards out, then that made them really start to apply what we hoped. Where the elements of a good training so the culture cards we passed out, they’re in purple for those folks that aren’t on video and see this. But basically, what if one of your training participant’s death what do you d’oh that’s oneaccord says a training personally handed that car? Yes, exactly. Managing management and staff they supervise are in the same training, management and the staff they supervisor in the same training. Yes, kevin said, but the first right? Right, you’re you’re that’s mandatory. For you, the first for the first time, a man, kevin, you get you also deal with that in a very interesting way with the where? Management’s not in the super secret group that only the trainees. Aaron. Right, that’s. True. Right, then we’ll spend the whole day together. Well, they spend that first day, but then the rest of the year oh, yeah, the participants are allowed to have a safe space where they can bring up issues that kind of thing and not have it first session has to be with management, right? And the whole rest of the year is with the right, the communications director. Right? Right. We’ll bring up a lot more a lot other different issues. If they’re they’re together the whole time, certainly very hard can’t come up. Right? Like i’m understaffed and under resourced. My ceo doesn’t hear me. You’re going to many administrative things that take me away from my communications task, right? I interviewed. Well, we had a communications panel yesterday. Yeah, like miller was great. Then there were two others also, and i got an earful about potential problems. Exact locations, directors face it could be you have spanish. And english speakers and you have the priority is to use only one language. Okay. That’s a tough one? Yes, it is. Or the culture of the organization failure is frowned upon. They don’t allow innovation. Well, they don’t encourage and the innovation and risk exactly was frowned upon, right? And then if then you no staffer required well, that really to attend the court set staff says staff are required. Brandraise yeah, and mix of skills and levels and experience. So all of these things, these culture cards really can cause a really can either be amazing and opportunities for growth and collaboration. Or they can be cluster. You know what the’s a cards are? Index cards size. I’d say they’re all color coded the culture cards or purple and the format cards were blue and we have some green ones over there. What with all that? Absolutely do those and these were basically show show show kapin buy-in that basically location because sometimes organizations khun do them in person or sometimes people have remote staff and so we really mixed it up is, you know, either entirely remote or in person or a combination entirely in person remote. And in person or entirely remote. Okay, location. That’s going to impact? Uh, okay, kevin, make this explicit. How does location make a difference? Why? Why is that important? Well, especially for all right, it’s a plan that was especially for these trainings where we’re trying to make a collaborative where we’re trying to build not only content, you know, knowledge in the participants, but also appear network if it’s all virtual, you really have to work hard to make those connections. So you know whether it’s, you know, in person, you can have them go up for coffee and they can connect much easier, right? Right, exactly. And so, you know, you might use, and this is where sometimes technology can come in, like using google plus hangouts where its visual or some other kind of video conferencing so people can talk to each other, breaking the group up into smaller groups and having discussions. So they’re talking about each other’s issues in their homework, and you know what they’re working on. And then there’s also just techniques you can do so. One of my colleagues, laurie herrick, does a great job of doing this and her fund-raising training. Where she asked questions in her webinars, which well, you know, we all know what weapons could be painful and very dry, but she’ll ask a question and just stop and there’s a lot of awkward silence, especially at the beginning of these trainings. And i know for me, my instinct is to jump in and, like, give the answer right toe as a training. Like, i i kind of know what i want, but she really steps back and lets them talk. And so that’s the kind of thing unless them across talk so that they’re working with each other, building that pier collaboration and connecting with each other. So there’s a lot of different techniques you can do that you might need if its remote versus being in person. Okay. Thank you. All right. I feel like we could move now to our voice cracked again thursday. Moved now, tio. All right, so these different formats that we’re going to apply this to the learning communities, the collaborative tze and the cohorts. Yes. We want to have a collaborative training for our capacity building cohort. Theo, i’m striking. Jorgen jorgen session collaborative class. Okay, collaborative capacity bilich okay. So what is a who wants to take this? Who? What is a learning community? I’ll take that one off. Okay? So elearning community is that one that you called possible anarchy where there is no official facilitator in the community itself decides what they wanna learn in this eye. How do we know walking into that thing? That this is going to be valuable to me? That is what i’m paid to be here. I don’t even know what i’m walking into. Well, these air more than anything done from the community, not as a paid trainer. There’s no paid trainer. The community teaches itself. So think of something like where you a community of practice like ten group gets together. Exactly. But it’s a little more intentional around. We’re trying tto learn from each other and designing the learning experience together. All right, this is not a paid training that i’m attending at a hotel for a weekend or something. Most likely. Okay, thank you. Rights here. And i’m the neophyte eyes these basic questions. So this is where the community intentionally decides what it wants to learn. An example would be one that i have participated in. And helped design for the faculty at marlborough college grad school, where we realized we all had a lot to learn from each other and we’re so busy teaching we didn’t have time to understand the value of what everyone could contribute. Where is marlborough college? It is located. The roger program is in brattleboro from and it’s ah graduate program for non-profit management and i teach social media for social change. Someone else teaches environmental justice someone else teaches, you know, all kinds of things finance, whatever, and we decided to come together as a learning community, and for a hour and a half once a month, someone would share three questions that were fundamental to think about what they teach in the community. It wasn’t just that say i would share a critical question about social media wasn’t that i’m giving my knowledge is that we’re having a conversation where were all learning together about this piece, and then we decided talks about talk about goals, we decide it was a cultural value that no one should have more information than the other, so any supplemental readings were handed out afterward so that we all learn together at the same time. And then there was afterwards supplemental reading to continue the conversation. So that’s an example. Okay. Okay. That’s. Ah, learning community right now. That’s an ongoing you doing in that format that’s. The form that we used last year. Now another learning community starting up this year. Okay. All right. Who wants to take on collaborative sze what’s a collaborative grayce that’s a really good question. I think they weave ultimately, we decided collaborative cohort waiting in the session to go really well with the reason we did that is because he s deborah’s looking at me as we were having these conversations and we were like, going okay, well, what is the definition of a collaborative? And what is the definition? And really they end up bleeding over to each other. They have lots of the same characteristics. So bottom line is it really doesn’t matter what you call yourself. As long as you are incorporating all of these learning elements and you are meeting the needs of either yourself like a learning community or the end person, the participant and you are increasing their capacity. Then we’ve done exactly what we have set out to. Dio give me a collaborative ako or whatever they call it. All right. So in other words, this session topic is fragile. That’s what i’m saying for a little bit weird that you were good with that thing misleading at best. Absolutely likely fraudulent. What? We needed to get you in the door somehow. Right? Right. Generation. You just want to win the election either because there were six hundred seminar top six hundred workshop possibilities. And you wanted to make the you got exactly what you got. You got to do what you gotta do. I will say that in all fairness, one of the beautiful things is that kevin and i proposed the topic and there was another person who was going to do with us who wasn’t able to make it. And then we brought in rene. We brought in andrea. And as we’re all understanding each other’s expertise and how we approach training the way that we decided teo, execute on it, change slightly and that’s why it’s a little odd that’s all that’s, all very collaborative because we have pamphlets. Collaborative way. Did you like it? If it’s not a georgia or in the liberation? Perfect pivot. Oh, good. Neo-sage he’s. Quick friday. Alright. Okay. How about ah, about a cohort? Is there something legitimate and coordinate is actually doing? If you want to talk about how you do cohorts well, i was going to say, well, yeah, i do a cool a half. Yeah, i talk for a living. Not like you, tony, but we do a co wart two of our spanish speaking staff that are tend to be very isolated in our centers are non-profits and so we really wanted to build a cohort that they knew that they could rely on themselves and in build that community while also being a cohort, but also respecting the fact that everything needed to be in spanish for them as well. So it ended up being a combination of a cohort and a learning community at the same time. And it turned out really nicely that’s why we say it meets the goals that we hear. Exactly. Okay, we need a couple more minutes because we could talk for everybody training haven’t talks about technology beautiful and how it supports our way. We have a couple minutes i’d like to make so i mean the first thing the stresses and we talked about this in the session, it was the last thing we talked about all the other stuff we’ve already talked about it much more important. Technology is just a tool to help you reach those goals to help your participants get what they’re supposed to get out of the course. But, you know, we talked about some of the technology’s already, so you know, whether it’s, google plus hangouts to whether, if it’s it’s remote, the private facebook group, i think, never mentioned which was is a place that we use for the participants to share their homework, to have other conversations privately away from their management. You know, what were some other technologies we talked way we even use some that some people like we use big tent, which is just a free, big, tanked and yes, and it’s, just a free online where you can have forum and post documents? Eso which like some people, that we just looked upon it, but it works for our community. I know another cohort that uses they actually bookmark and ever note, and they have a collaborative notebook where they they fill in. With ideas they have in between. The actual learning session site is called ever note. Ever note? Yes, black back-up because it has been mentioned in some other interview. Slack is known for it was mentioned. I thought for project management. You can use it for your basically twisted. However you like. Okay? Yeah. Okay. And then they listed webinar technology. So everything from adobe to webex too joined on me. Joined up mi young’s, jing’s aaron, i love personally j r g i n g i just isa use that for screen jobs. Wellbeing, street raptures. But if you are trying to teach something really specific, it’s a great way to post it and for people to use it. So it is a way we use it a lot in our community. Yeah, exactly. Just joking. It’s j i m j i just yeah, yeah. Okay. Yes. I’m slow in the morning before. All right, all right, all right. So this is very interesting. So actually have something in twenty five, twenty six minutes that you know, these these formats, aside from being fraudulent in the title, they really they are. We never sharing. Really? They really are not. Really or not the key? I mean, they they blend together, there could be a milan jj of many and it doesn’t really matter what they’re called. As long as the training is meeting the needs and the goals of the of the i’m not even sure called trainees, but thrice already catching on e i never trainees was not right and help us eliminate jargon. I mean it’s always a word fraudulent. We’re like we’re done with this. Thank you. Alright, the they are kevin martin and he is the technology program manager at the harold grinspoon foundation and in the middle. Deborah askanase, founder and digital engagement strategist. Community organizer two point oh, and renee swink, technical assistance coordinator at the c a c thank you so much. Thank you. Fun. Yes, stony martignetti non-profit radio coverage of sixteen ntc. Thank you for being with us. Two q sixteen fund-raising results with rob mitchell coming up first. Pursuant, they’ve got mohr free research for you. Just released yesterday. A new report optimized your donor pipeline. You need to raise more money. That means you need a strong pipeline of potential donors or prospects. Whichever you prefer to call. Them coming in coming in your door. This report is to help you build and retain and optimize that pipeline coming in it’s free like all their researches it’s again optimized your donor pipeline. You’ll find it at pursuing dot com and click resource is and i’m just amazed at how much they offer for free lots of webinars that are in fact, one of their weapon. Our guests is eyes going to be a guest on non-profit radio coming up talking about disney? What? What he learned from disney and applies in non-profit fund-raising but any case, the free stuff, the free knowledge that pursuing shares is generous, remarkable. Take advantage of it. Get thea, optimize your donor pipeline report now for tony’s take two, three hundred show next week it is the sixth anniversary of non-profit radio. This is the two hundred ninety ninth show and next week three hundred scott stein. You know him because i credit him at the end of every show. He’s going to live in the studio with his eighty eight he’s going to play the song claire meyer, half our creative producer is going to be in the studio from north carolina. We’ve got giveaways, non-profit radio fact or fiction game show lots going on. We’re going periscope it so you could join us on joining the periscope through twitter um, three hundred show next week. There’s a video on it at tony martignetti dot com says a little more, but the takeaway is next week three hundred show be here, that is tony’s take two. I hope that was emphatic enough. I’m concerned it may not have been rob mitchell is with us. You know him? He’s, the ceo of atlas of giving, which is the only monthly forecast and measurement of charitable giving by sector source and state in the u s they’re an atlas of giving dot com. Rob is at ah, philanthropy man or as i like to say at philantech roman rob mitchell, our resident roman welcome back. Hey, tony it’s. Good to be back. Pleasure to have you were talking about the second quarter of sixteen what’s the what’s, the headline for the mid year. Well, the midyear headline. I wish i had better news for you, tony, but e-giving has been essentially flat for the first half of two thousand sixteen. We’ve had a gain. Of less than one percent for total giving, which amounts to two hundred forty one point to a billion dollars. Okay, and what’s the percentage it’s actually point nine percent. So just okay, so just slightly under one percent gain. Okay? Um yes, all right. And yeah, that there there are some. There are some reasons for this. There also are some speculative reasons for this. But i will tell you that on dh this is not a good sign. June giving decreased i’m slightly from may for a total of forty points seven. Two billion. Now that was just it was virtually flat. But dahna we haven’t observed that for several years. In fact, we haven’t observed that kind of flatness since two thousand. Alright, since two thousand ten you’re saying there hasn’t been a six month period of this degree of flatness. Is that right? That’s? Correct. Okay, so it’s been six years are two thousand ten sort of emerging starting to emerge from the recession. All right, well, we had a we had a great emergence from the recession. Metoo apart from what other estimators have said are you know the atlas of giving consist of sixty. Five separate algorithms where we we have identified what factors are involved in giving and their relatives strings by sector source and st s o um, yeah, this is this is, uh this is a a bit of a different year. We’ve been on the rise since, um, since really two thousand nine and, um, this year’s very different donors are very uncertain right now. They’re uncertain about the economy, they’re uncertain about the stock market, and as all of us know, the stock market has had significant volatility this year, there is the continuing fear of rising interest rates. Um then there’s the election and the outcome of the election is huge because people are there sitting on the donor’s air sitting on the sidelines there they’re not. They’re not drawing back, but they’re also not increasing because they’re wondering about how the outcome of the election is going to affect them on taxes, on their income, on social security, on student loans and other things. Okay, rob, can you speak to where where things stood back four years ago? Ah, this period in two thousand twelve, right before an election. I don’t have that information and, you know okay, okay. I’m just wondering what what generally election is, whether this is an unusual election cycle for for fund-raising it i believe that it is an unusual election cycle. I mean, we’ve got two candidates who had who have the highest disapproval rate that we’ve ever had in history. Well, i know it’s an unusual election, it’s certainly that i’m wondering if if the impact on fund-raising is different than it has been in the past. That’s all right, we can. We’re going to you’re going to come back. What? After where? We know ah september, right? So we can we can still we could talk more about that in after the third quarter. Sure. Okay. Okay. We could compare maybe just two thousand twelve and maybe even two thousand eight. Okay, no problem. Let’s, talk a little about semente. Vigia yl. Well, actually, now, before we move on to different how different types of charities are faring so far, let’s talk a little more about some of this uncertainty. Another thing i’m thinking is, what about oil prices? Oil prices being so low. That’s gonna have an impact in our energy producing states. It does. And in our energy producing states and i live in one of those, which is texas, and i actually have a business which has been negatively affected by the downturn in oil prices and so that’s the bad news. So states like texas, north dakota, wyoming, pennsylvania um, those states that were flourishing before the oil, the oriole price shut down are having a difficult time. Yeah, we’re moving away. They’re finding other jobs and so forth. But there’s there’s a good side to this. The good side to this is that gasoline prices no are lower as a result, and therefore there is more disposable income for most of the country and that that is reflected not only in gasoline prices but in i couldn’t believe this. But i just just a couple of weeks ago, i was able to fly my daughter from chicago to san antonio for forty five dollars. Yeah, and that is a direct reflection of oil of the low price of oil, right? So it’s a ying and yang sort of thing. Yes, the states that our oil dependent are having a difficult time. But i would say for the overall charitable giving economy what’s happened in oil prices is a very positive thing. Okay, okay. By the way, i would argue that new york state and especially the capital, albany, is a major producer of gas. But that’s that’s a political statement i turned out to be trying to be political on the welsh. I don’t know, maybe it’s true in a lot of steak kapin had in the in the this week in the in the convention and next in next week’s convention. I don’t know that there can be more gas. There was a lot of gas coming out of those that’s. True too. Um all right, that’s, the extent of our political commentary are interesting. All right, so you think the low oil prices are generally generally a positive, generally a positive, because discretionary income is the key to charitable giving to the terrible giving economy means seventy four percent. Seventy four percent of all guests are made by individuals, right? So when individuals have more money available to them, they will give more, okay and when, when things like interest rates, inflation, oil prices or get in this case, gasoline prices or or a few loyal prices for heating in the winter. Put pressure on them. They have less money to give, and seventy four percent of the economy is given by individual giving. Yeah, and that’s that’s reflected in some of the other numbers that you you report for the for the midyear that grants from donor advised funds are up significantly. Foundation grants are up significantly. But we’re still only see a nine tenths of a percent increase, because three quarters of the giving comes from people. Exactly. In fact, if you look at as i look at the sectors, a zai look, a e-giving by sectors. You know, one of the sector that is the most affected by individual giving it’s church e-giving and it is down one point, one percent that’s pretty for me. That’s pretty typical when we you and i have been talking about this every time you’re on and we’re covering this church giving has been declining about one percent each year. For what, three, four years? Something like that. It has been because and it’s a it’s a combination of factors. But it has a lot to do with there’s less there’s, less participation on the part of americans and church attendance in church. Joining or membership and and then churches also are like large charities. They take it on the chin when unemployment is high. Now i understand unemployment is not officially is not high right now, but we’ve had a tremendous number of people drop out of even looking for a job and that’s that’s making an impact to and but you compare that with okay, so that’s the largest sector that that that sector accounts for a third of the charitable giving economy. Yes, and it is declining, and we expect that it will continue to decline, but then you look at the sector that is performing the best, which is the environmental sector, and there are almost four percent. The problem is it’s great, that they’re at four percent, but they’re the smallest sector. Yeah, they’re a tiny piece of the pie. What what’s what’s there, what’s there, taking the in the in the overall, giving the percentage wise. What is the environment account for the environment accounts for two percent? Okay, rod, we gotta go out for a break. When we come back, you and i’ll keep talking, and i know everybody’s going to stay with us. Plus, we got live. Listen, love coming up. Don’t want to miss the loveless term of stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests 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. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Welcome back to big non-profit ideas for the other ninety five percent. We got to do the live love, you know, the live love has got to go out to st louis missouri college station, texas while we’re talking about texas um, maybe that’s rob. Rob, is that you listening earlier? You in college station? I am not in kottler enough. Okay, then that someone else and there’s live love going out to that person. Also fort worth, texas live love going out there. And then, uh, let’s go abroad. We got verburg, netherlands. Welcome, netherlands live listener love to you. I don’t think you’ve been with us before. If you have it’s not too common. Come back. We’ve got many mean colombia. We’ve got seoul, south korea. Where? Of course i want to say come za ham, nida and tokyo, japan konnichiwa, beijing china knee how always so reliable. Unbelievable! The asian connection between seoul, beijing and tokyo. Such reliable listeners live love to you what comes after the live love it’s got to be the podcast pleasantries, you know i mean that’s. A rhetorical question pleasantries out to the many, many thousands of people listening on whatever device whatever time, whatever activity you are doing at this moment. Are you on a treadmill? Are you in a car? Are you painting the side of your house? So you’re washing your dishes pleasantries to you, our podcast audience, and after that comes the affiliate affections. You can’t have live list of loving podcast presences with out affiliate affections it’s just not done. I couldn’t i couldn’t conceive of it. Our am and fm listeners throughout the country. Stations ranging from oh upstate new york to washington state, down tto oregon and california and philadelphia area well, that’s actually not filled out buy-in castor county area. Those are the ones that come to mind all affections to all and more. There are other stations out there all our affiliate station listeners. Rob mitchell. Thank you for that indulgence while i greet and thank are many of the songs i have one question for you. Tony. Yes? Are you the guy playing the piano for the intro music? No. That’s. That’s, scott steinar music is by scott stein. That is fantastic. That well, if you listen live well, if you listen to next week’s show live or archive or affiliate you’ll hear scott performed the entire song, which is cheap red wine he’s going he’s going to be in the studio with his eighty eight and he’s going to play a song for us so well, i think he should change in the name tio two buck chuck, what the hell is that? Well, if you don’t know about trader joe’s too, but check is the is the trader joe’s economy wine. So when you’re talking about keeper at wine talking about two bucks two buck chuck. Okay, theo, this song, i think, was composed before trader joe’s was was popular. I don’t know before they were before they were even existed, but ah, it’s it’s several years old, but the tune caught my ear and we’re not changing to two buck chuck hyre that’s good to know that you’re a nino file. You like your wine? Yeah, well, actually, i i actually am a, um i have an interest in a central coast winery, so yes, in a way, i am andina file central coast of california. Yeah, yes. You want to shout out the winery? Um, the name of the wine group is called the inter p wine group. And our award winning lines are called double bond. Double bond. Ok, i’ll check it out from the central coast. All right. And very interested. See what you learned on non-profit radio it’s remarkable. The ceo of us of giving has an interest in a double bond wines and and the entropy wine group. You’re not going. You’re not going to capture that. And other media outlets. You just not. All right. That’s, enough navel gazing and backslapping. So let’s talk about, um, britain’s exit from the european union and the european common market. You are very concerned about that. Yes, i am. Okay, let’s, move on. How about a little fulfilling some detail? Okay, well, the first thing i’ll tell you is that if you go on atlas of e-giving dot com today and pull up the current monthly report, which is through june it’s the mid year report, it will show that we are projecting that e-giving well, the giving your will finish two point one percent higher than two thousand fifteen. Now. That’s. Good news. Any increase in giving as good news? Yeah. Blood. It is slightly lower than our original forecast back in january of two. Point. Six percent. But here’s. My concern. The exit of the brits from the from the u is goingto have some negative effects, which are not going to be immediately apparent. But could but will, up here over the next six months and here’s some of the things to look for. What? The effect of of the brits leaving the eu means that the the u s dollar is, is that a high and that’s great if you’re traveling across the world? Okay, wait, wait, i can’t let you get away. Hold on, i can’t worldwide trade that’s a very bad okay, hold on, hold on. What about rob? Rob mitchell trompeter financial markets slow the economy and i would say that the financial markets that we’re in now could be characterized as volatile. I mean, one day we’re, uh i’m watching my portfolio when they were up when they were down. You just you just never know rob. And one of the most concerning things to me is that fed chair janet yellen isn’t sure said publicly that she isn’t sure if the exit of britain from the you will trigger a global recession. Now that’s not something that’s a very, very strong statement from the chairman of the fed and so that’s that’s troubling. Okay, rob us unemployment. Robert you listening to me? Rob? Rob, stop for a minute. Okay, okay. Take a breath, please. I’ve been trying to get a question and i’m trying to get a question into you, we’re going. We’re going back now, going back a minute. You have tio, all right, we have just about two minutes left, make it s so. I understand you’re very concerned about brexit, make it explicit for me. What is the connection between britain leaving the european union and the common market and a strong dollar? And a strong dollar. Yeah, strong dollar. How does that happen? Worldwide? And that effects the american economy? It also effects u s unemployment. But what’s the connection between britain leaving and those things you just said. They’re britain and germany were propping up the european union and it’s not clear at this point whether the european union will survive, because if if the germans tone and tony you and i wr roughly the same age, if the germans and the if the germans decide that they’re tired of supporting the socialist activities of italy, france, greece and spain, the hole you could fall apart. Okay, so that all right, so that makes the american dollar more appealing. Okay. Okay. That’s, the kind of art that’s we gotta make it explicit. Everybody listening is not an economist, including me. Even though i have a bachelor’s in science from an economic from carnegie mellon university. Um okay. We have just about thirty seconds left. Leave us with it’s a friday. Leave us with something a little positive. Please. The good news is that in spite of all the bad news, charitable giving is expected to increase this year by two point, one percent. Right so far. My two point one. Okay, alright, rob, we gotta leave it right there. Rob mitchell, ceo of atlas of giving. You’ll find them an atlas of giving dot com and that’s where? The media report is and he is at philantech roman. Thank you, rob mitchell. Thanks, tony. Always great to be with you. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com what about next week? It’s a three hundred show that’s. Another rhetorical question. That’s two in one hour. What do you know? You know what next week is it’s a three hundred joe, for goodness sake, responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuing dot com our creative producers claire meyerhoff she’ll be in the studio next week. Sam liebowitz is a line producer, he’s in the studio every week gavin dollars are am and fm and outreach director. He’s never been in the studio shows social media’s by susan chavez. Nor has she, but she doesn’t actually work from california. Our music is by scott stein. He’ll be in the studio next week. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great xero what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta 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 idealised took two or three years for foundation staff, sort of dane toe add an email address their card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric 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.