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Nonprofit Radio for July 8, 2016: Everyone’s A Winner & Political Giving

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Steve Daigneault: Everyone’s A Winner

IMG_3097When it comes to digital testing and learning from the results, there are no losers. Steve Daigneault and I step through lots of tests on font type and size; wording; single-button versus multi-button appeals; and several more. He’s senior vice president at M+R consulting and we talked at the 2016 Nonprofit Technology Conference.

 

Maria Semple: Political Giving

Maria Semple

What’s the value of knowing your potential donors’ political donations and where do you find the info? Maria Semple is our prospect research contributor and The Prospect Finder. Her latest book is “Magnify Your Business.

 


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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 the embarrassment of dis navia if you talked about missing today’s show everyone’s a winner when it comes to digital testing and learning from the results, there are no losers. Steve daniela and i stepped through lots of tests on fun type and size wording, single button versus multi button appeals and several more he’s, senior vice president at m and r consulting, and we talked at the twenty sixteen non-profit technology conference and political giving what’s the value of knowing your potential donors, political donations and where do you find the info plus summer conference is you need to know about maria? Simple is our prospect research contributor and the prospect find her on tony’s take two time off. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is steve danu with me from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of an tck conversations. You know where we are. We’re in san jose, california, at the convention center. My guest is steve danu, he’s, vice president at m and r, and i’m going to talk very shortly. First, have to do the obligatory ah swag item for this interview, which is a coaster and t shirt from. Q give, and they are color coordinated. If you’re watching the video, you can see that if you’re not watching the video, you can go. Teo riel, ariel, tony martignetti, which is my youtube channel, and find the video there. This joins our swag swag pile for the conference. Not much of a thud on that one. Sometimes they thought, you know very hard, but not that. Steve. Welcome. Welcome, todo. Thank you. You are senior vice president at m and r what is m and r? We’re em plus sign on. Plus our yeah, exactly where, eh? Ah, consulting agency. We have one hundred five people around the country working to make change in the world. We will only work with non-profits sixty five of our staff for sixty seven work on our digital team doing digital fund-raising and advocacy strategy campaigns reporting acquisition fund-raising all that’s alright and those sixty five are related. Tio what? We’re going to talk about your your session topic was step right up. Everyone’s a winner that’s because you ran it like a sort of a carnival sideshow type. Correct, but the the meat of it is bunch of digital tests exactly you’ve you’ve done or you’ve seen done or yeah, no, they’re they’re actually. Ah, digital test that we have conducted with our clients just in the last six to twelve months. So they’re actually recent tests very current and the audience was to vote up or down whether this was ah, successor. A failed test item. Exactly. We had scorecards. People voted, they kept score. And at the end, we had a winner on a carnival prize that we give away what you give away the giant stuffed pink teddy bear which was very embarrassing to carry around. And we encourage the person to carry around all conference. I have not seen it. I know i haven’t either. So i don’t know what happened. Then maybe the person is s o committed teo, fulfilling their promise that they just decide to stay in their room. I feel if i go public on i have to wear this. Strap this thing on my back or carry it around. Yeah. No, i’m not not gonna go public, all right? So you have a bunch of we’re going to get to all of them. But you have a bunch of these digital tests? Yes, very short. And you flashed them on the screen. People voted yes or no, right? Whether this was good or bad. Exactly. Well, there was you either voted whether the control one we had a control, which is the existing version of whatever it was we’re testing against. We have the test version, which was the thing that we thought would do better. Okay. And then we had a third option, which was a thai where there really was no difference between the two. Okay, and that’s what people would vote on? All right, so let’s, get started. You’re going to use your laptop. But you also explain, since we can’t see the cards what’s gonna nudge to prospects. What does that mean? S so we actually had a bunch of these tests. Several clients of ours tested what we call a nudge, which is on a donation form where you see an ass string, various dollar handles, and we’re okay now already. Stop tony martignetti non-profit radio. We have george in jail. Oh, now everybody must not know a nascar string. And what was the other one? I don’t remember your jargon. Dale’s. Great. Serious. Okay, no, don’t scoff it, jorgen. All right, let’s. See, let me start over. He asked on a on a donation form a tte, the top of a donation form. There are little radio but ends or other buttons with ah, gift amounts. You know, like you would select a twenty five dollar gay. After you select the button with the thirty dollars gift or hundred dollar gift and that’s how you start the donation form well, on a nudge test. Well, that’s an ask drinks. So that’s called a nasty trick. That’s called a mastering. Exactly. And each of those dollar amounts inside of a butt in each of those are our, um, dollar handles. No, sorry, they’re not dollar handles, but what we’re testing is a nudge is a an arrow that points to one of those dollar amounts with a little sentence that says most people are giving one hundred dollars right now, please give what you can so it’s a is that a true statement for most of these organizations? Yes, it is a true statement, but, you know, and fund-raising sometimes there’s a little wishy washy licenses taken on way point to and say that most people give it this. Yeah, but actually, i would say most of our clients of the people we’ve worked with have you no kind of they want to be truthful on this. And they and they did. Most of the tests were actually truthful. Okay, s o okay, that’s. A nudge. So that’s a nudge exactly it’s a suggestion it’s an and so the nudge to prospects the prospects are non donors. They’re people who are on your email file who have not donated yet when they click on the appeal linked to donate, they’ll get the test version that says, you know, most people are giving this amount, and we’ve tested this a bunch of times and what’s the answer doesn’t work two percent of the time we’ve tested it, it works, it actually improves either it will improve the average gift that’s more likely, that is that’s. The place where you more likely to see on impact is on the average gift. It will improve the average gift, or sometimes it also improves the response rate. But fifty percent of the time it works all right, fifty percent of the time we tested it, it had no impact, and when we’re looking at the difference and these were all tests, we were running in the last six to twelve months. When we looked at the differences between the tests, we noticed that it was important one of the things that was important to do if you’re doing a nudge was to use language that had some urgency in it. So the ones that worked where ones that said, you know, most people are giving one hundred dollars, right now or today, something like that, and so that was that was one of the recommendations we would make. Latto organizations that want to try this is to include some kind of language that has emergency in it. Okay, all right, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s 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 well, what else we got? That’s. An excellent one nudge to prospect way learned from technical language. Okay. Yes. All right. So for a couple of groups we’ve also test. Sorry. I just had outstanding. Okay, good. Yes. Excellent. I’m sorry. No, no, no. I have information. You thank you. Thank you. We’ve also tested font type and size inside of email appeals. This is typically we have a couple of clients that have older. Ah lot of a lot of our clients have older audience, especially donors or older audiences. So we wondered if you know a font type where that maybe the letters and spacing of the letters are a little bit more open or the font size. You know, something a little bit larger would improve the response of the appeal, and in one case, it did improve it thiss was toothy aarp foundation so sort of makes sense. But it was it was a slight increase. Howto eight percent hyre conversion rate thie appeal that used instead of using aerial, it used cally brie, which is in a more open font. And the font size went from twelve point two sixteen point, so eight percent way. Through significant it is it all of these tests well are statistically significant that is the technical term, but an eight percent hyre conversion rate is a little bit better, it’s not an enormous amount, but it helps. Ok, yeah, all right, another pretty common test that we’ve run something we’ve run more than once and we’ve seen work often is a five making a five dollars suggested asked to prospect so that’s two non donors again and inside of the appeal this test in particular that i’m looking at one version had make your tax deductible gift of fifty dollars or whatever you can afford and the test version said, make your tax deductible gift right now pitch in five dollars or more and the that my boy is non-technical days are pigeon pigeon, like i’m thirteen pitch in all right, so that’s a pitching instead of making a donation? Yeah, so there’s a sort of some other differences there, but the the thing that we’ve tested more than one place is suggesting a much lower dollar ask so five dollars versus fifth and the test group in this case had a twelve percent hyre click through rate a thirty three percent hyre conversion rate. And um although the control group, which is the group that had the fifty dollar group overall, had it hyre average gift, the test group raised more money and had mohr revenue per recipient. So that ended up being the winner. So the test group, even though it had a much lower average gift overall, it converted many more donors and had generated much more revenue. I’m standing all right. It was only ten percent of the of the other asked, but it generated more revenue. Yeah. It’s. Amazing. Important. I think that’s important to point out and the conversion rate is converting a prospect to a donor. Exactly. Ok. Yes. Ok. Yes. Ok, cool to five dollars. Ask five dollar. Ask it’s. Definitely a good one to try. Pita, you know, we we we tested the five dollar asked for peeta. This was interesting. Um and it’s it’s killed it. I think that the five dollar asked generated more almost three times as much revenue as the version that didn’t have asking it on then our client contact said, well, why don’t we try ten dollar? Ask against the five dollars. See if we because the average gift was low. I mean, that is the thing that happens when you suggest five dollars. You do get people that give only five dollars. So we tested ten dollars versus the five dollars, and the five dollar asks. Still one still generated more revenue. That’s something. Yeah, now that i think it’s something i think would depend it would really vary across organisations. I think that is true for peter because, you know, we tested it for pete, and we know that’s true for their audience. At least right now it is. But for other organizations, that might not be the case. And you might see a ten dollar win. Okay, um, so adding paypal on the donation form as a payment option? We’ve tested that a couple of times. Um, and this is interesting. I think pretty much every time we’ve tested it. I would say at least if not every time, almost every time ninety percent of the time we test this, it wins. Adding paper papel helps improve the conversion rate. Um, how much it helps? Depends on the organization. We we do see that, like, for peeta again, for example, they they actually receive a fair number of international visitors and donors to their donation form, and that audience in particular likes to use paypal. I think it’s it helps to avoid the us specific fields they khun use the fields that they have in papal, and we also see that sometimes papal, adding the papal as a payment option can help improve the conversion rate of your mobile donors. People who are visiting your website on a mobile device you know, it’s a pain in the neck to kind of enter in all of those fields on a mobile device. When your aunt, when you sign into papal, all that stuff’s already entered and so you just have to enter in your user name and password and boom, you can make your gift alright, esso, in this one particular option test, i’m looking at the adding paper only improved the conversion rate by eight percent in other tests i’ve seen improve it up to thirty, forty percent. All right, another interesting test i think that i was sort of surprised by, but we’ve tested it multiple times with different organizations and it always wins is using the word renew two prospects so asking non donors instead of, you know, typically what you would do to non donors is you would send them an appeal and you would say, become a member or donate yes, ah, the test version would say instead, renew now renew your support and in this case, union of intern scientist when they tested this, the renew language had a forty eight percent hyre response rate and an eighty eight percent hyre revenue per recipient. And you said this one, although that was pay palate. You’ve always seen it increase. Oh, no, this one you know, this one to this one, this one always work to be you’re ignoring the fact that i’ve i’ve never been a member don’t insane. It is completely a lot it’s insane, it’s really weird counterintuitive what do you think is behind us? But i know i would read that say we’re how connive freakin renew. Well, what’s funny, you know, i’m i’m renewing what’s funny is, you know, sometimes when you go to these focus groups, you know, sometimes non-profits have focus groups of their donors or their supporters and though include people that are on their email lists in these focus groups that have not donated, along with people who have donated and people don’t remember they don’t even know or remember who a lot of times this is true, they’ll you’ll have non boners in a focus group talk about how they’ve made a gift and how of course they’ve supported this organization that’s remarkable and and i think it’s just it bears out that, you know, sometimes people think of their support and, you know, if they’ve taken an action or they’ve given you their email address, they feel like they are supporting you in some small way, and so maybe, you know, using this word renew sort of like, i don’t know, i don’t know what’s behind it, but that was a wild one. Let me see if i can find find the other one here because it happens every single time we test it on and it’s and it’s crazy, i would say, you know, if you took some action but didn’t donate, maybe then further your support would apply but not renew renew suggests i’ve i’ve already given i’m a member and i’m renewing my membership or renewing my gift. Yeah, eso this what drives? Me crazy. All right, great to know it is, yes, all right, let’s, get over my amazing what else we got? Um let me see here. So we ah, this was an interesting test. We ran with the central park conservancy. Um, they were you know, sometimes when you go to websites, you’ll get a little light box that pops up asking you to give your e mail address. Sign up for their email lists like boxes is not the not the hijack. Its the translucent one. Yeah. See the page. You can see the website behind it. Yes, it is. It is ajar durney term. I thought maybe you would be. I would be put in charge in jail for using the word like box. You’ve heard it before. Okay. Okay. All right. So what is the right language to use on a light box to encourage people to give their email address? That was the question we’re trying to answer. When we ran this test with central park conservancy s o we had we had a beautiful image of the park with a very simple email form to fill in your e mail address in your zip code with a button on. Three different versions were essentially testing the language inside of the light box. The first version said me see if i can pull this up a little bit bigger so i can see it love central park sign up for insider info and ways to support the park version two said get the inside scoop on central park be the first to know what’s going on in the park unearth park secrets and get special offers and mohr version three said love central park then you’ll love our emails. Ten out of ten central park squirrels agree get the best of central park delivered to your inbox s o all right, and i was i was down on number three until you invoked the squirrel naralo first line number. My voice again the first line on number three was turning me off. But ten out of ten since quarrels that one turned me. I did a complete one eighty on those three. So i’m gonna vote for version three. As as the winner. Winner yes. And ah, the one that one was the not so cute more planes playing and straightforward one which was get the inside scoop on central park. Give us your email address. Version three. The cute one with squirrels came in second, so so so it was actually version two version to one exactly, and just say it again. What version to say, version two said, get the inside scoop on central park, be the first to know what’s going on in the park, on earth park secrets, get special offers and mohr. Alright, first to know special insider people like that it’s also the most sort of straightforward one it’s like. Listen, give us your email address, we’ll give you some things back. The other ones are a little like mohr keet see, like love central park. My squirrels were cute. Yeah, disappointed. They didn’t win. All right, this was an interesting test. We ran with the american cancer society, which was. Does putting a dodie does putting a video on a donation form help? Getting a video on a donation form so this is where the person is click through already, they’ve already clicked. Donate now button yes, and they’re on the actual form they’re going to fill out. Yes. Is there a video and there’s a video embedded on the form? Exactly. And this is a very common question that non-profits have. Okay, the question is, does it raise the average? Yeah, person’s already donating so well, there has the conversion stage there. No, there, they haven’t donated yet. Well, they already committed to write. They’ve they’ve clearly made some kind of ah, they’ve done something to show some interest in donating law they would say made us took a substantial step. Yes, they have taken this step there, there on the there on, you know, they’re almost through the process of giving and a lot of non-profits want to know, like, you know, should we use these? We have this great video or they think, it’s a great video. So, you know, i think it’s subjective ah, and should we use it or not on our donation form, maybe it’ll help. And so we tested this with the american cancer society and there was no difference, okay, there was no difference. Now i won’t say that is the answer for any non-profit i think it really matters the video. I mean, what is in the video really matters that really counts. I think in this case it didn’t make a difference, and i think the people at american cancer, our clients, i think they wanted to use the video and so were like, if you want to use it that’s not having a detrimental impact, go ahead and use it. It’s fine. All right. Very, very diplomatic. Yeah, exactly. Um, you want more testers? Let’s? Do i just you scrolled through multi boat button versus single button. What was that about? Ah, sure. This was kind of a very specific tests that we ran on the website of the smithsonian. They had a promotion, sort of a promotional area on their website that encouraged people to donate, become a member or sign up for their newsletter. And so there were that that was the control it was the promotional area had three different things. Was asking the site visitors to do one of these three or all of these three things. And we felt like if we made that promotional area, just focus on one thing. We would see an increase in revenue. And so we tested the control, said, you know, there’s a little text that said make wonders happen, give jay or become a member. There’s a little bit of, you know, copy couple sentences saying why should become a member. And then there were three buns. Donate now membership get e news and the other promotional area had essentially the same text make wonders happen, give today or become a member. But there was just one button and it said, join us ah, when we tested it, there was no difference. So, uh, so your own hypothesis. Yeah, i mean, failed. But this is why we test. Yeah. I mean, i would say, actually, ah, it’s it’s ah, if we have a good hypothesis when we test it it’s never a failure, we always learn something. So what we learned was, it doesn’t matter. Okay? It doesn’t say i’m not using diplomatic language. It’s not diplomatic know fairly. There are no failure. Thie digital test whoa! There’s that’s, right, everybody’s a winner. That’s. Why you’re everyone’s a winner? Listen, like, when you are testing your learning and when you’re learning, you’re winning hyre i have nothing to say xero this is this was a super interesting test? Actually, we just got the results of this. This is a very fresh test that we just finished in january for peeta, they run are actually why i think it was in february, we ran a monthly giving recruitment campaign, huh? This. Ah, you know, we try to take one time donors and convert them to become monthly donors, because then the retention rate goes up, their value overall goes up a lot on dso. In this campaign, we tested on the donation form. You, you know that the control donation form had, eh and ask string, which that’s that’s jargon, but we’ve explained earlier, so had radio buttons where you select the gift amount. Eighteen dollars monthly, twenty one dollars monthly. Twenty five dollars monthly, thirty five dollars monthly or enter your own amount. And the test version. Had a new addition next to eighteen dollars monthly. It converted that eight that the dollars per month amount in two cents per day. So it said eighteen dollars monthly. Just sixty cents a day, twenty one dollars monthly. Just seventy cents a day. Twenty five dollars monthly. Just eighty three cents a day, and so on. When we tested this actually the cents per day lost the control that on lee had the dollar amount ah, converted mohr one time donorsearch co-branded and what i mean, there is it didn’t have there wasn’t a difference in the amount of monthly donors that converted, but when you get to the page, there is a way to not donate monthly and just donate one time as well. And the simpler ask string without the sense per day converted more one time donors and so overall it generated more revenue, and this is we’re not sure why that happened. We kind of want teo test it again, honestly, because we felt like, you know, this it helps to break down the monthly gift in a smaller amount, but very intuitive. Yeah, but and and you see, it used a lot, you know? You see it on tv and those d art direct response television ads where you see, you know, but that just means there’s well, there could be a few things going on. They don’t follow everything that every that you see other people do because they could be falling off a cliff, right? This could be organization. Specific, right? Right. You’ve made that point four times, right? You know, but i have to highlight with the first one on first when i said there’s, a lot of bad practices out there. Yeah. See something commonly done, right? It’s the best way. That’s, right? Yeah. Okay. That’s. Why we test that’s? Why? We want the winner every right. We’ve gotto give us one. Give us one. You could explain quickly. We got time for one more. One more quick one. Alright. Ah, let me see here. All right, so, here’s a quick one. Not due in less than a minute. Okay, so we’ve all seen? I don’t know, but maybe you’ve seen a lot of the the president obama donation form. It starts it’s a it’s multi step. You’ve got one screen where you select the dollar amount. You click next. The next screen you enter in your name, you click next-gen next screen versace, all of the fields on one page you tested that we’ve tested that we’ve actually tested it multiple times. We have to move ahead. Go ahead in this in this in this test that we just ran, there was no difference we’ve tested. It previously with other organizations, we have seen a improvement using the multi step form. Yeah, so sometimes it works. Sometimes it doesn’t. Sometimes it doesn’t matter. Okay, we’re going. We’re gonna leave it there. Ok? Sometimes it works. Sometimes it doesn’t. But how do you know? Test? Yes. All right. Yes. All right. He is steve danno, senior vice president at m plus r. Thank you so much. Thanks. Yeah, thanks for sharing. Great. Great. Sure. Absolutely. Thank you for being with tony martignetti non-profit radio coverage of sixteen and t c political giving with maria simple coming up first pursuant velocity it’s one of their online tools. It keeps your fundraisers on target by prioritizing their work, their activities day in weekend, week out measuring time against goal making smart decisions about what to do day in, day out, following up on time i’m filming up with donors following up on time. I don’t know what he meant by that. But following up on donorsearch meetings and potential donors and of course, the dashboards, the management tools that go along with all this fund-raising management leadership you gotta you gotta have administrative tools so that other people can see what the progresses day to day, week to week it’s all about time against goal. This tool was created to help pursuant fund-raising consultants manage their own client campaigns. That means you get the pro tool to manage your campaigns. You don’t need the consultant. You could just use their tools. Well, you got one friendraising or or it’s a whole team velocity. Check it out. It can help you raise more money. You’ll find it at pursuant dot com now, tony steak too. I urge you take time off this summer. You are in a e-giving profession. You work hard, acknowledge that accept it and in orderto give to others. You need to take care of yourself. So i beseech you, take time off this summer and disconnect. That should be mean. Ideally that’s. No email, no work phone, no work texts, no posting and social media for the week or however long you could get away it’s breaking away from work you’re giving and giving and giving you have to take for yourself. So i do urge you take some time for yourself so that you when you come back and for the rest of the year. You know, you could be at maximum giving for those people that you’re helping and working with day in and day out. Take care of yourself this summer, please. That’s tony’s take two maria simple you know her she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is magnify your business tips tools of strategies for growing your business or your non-profit of course, i should say that’s, her latest book, she’s our doi end of dirt, cheap and free, you’ll find her on twitter at maria simple. We’re simple welcome back, so great to be back with you, tony. I’m very glad. Thank you. Uh, i’ve missed you. I don’t know maybe it’s been more than a month. I’m not sure if it feels like it’s been just has been too long, so i’m glad that it has been awhile. That’s that’s ok, i’m so glad to be here. Thank you very much. All right. Political giving it’s a presidential cycle that is big news, but tune into time non-profit radio for breaking news we’re in a presidential cycle this year. Uh what? What do? You think the value of knowing political donations is, well, you know, it could be interesting to track this for some of your major gift donors before seeking a visit with them. It could it could give you an indicator really, of how much they’re able to give to your organization. So, you know, it kind of speaks to that capacity piece of the picture, um, so you know, they’re regularly donating large sums of money to political campaigns, you know, they could be likely a major gift qualified, you know, candidate for your organization, um, and and also if you’re of organization happens to be, i don’t know politically charged, one way or another, it would be good to know, i suppose you know where your your donor’s life, but also, you know, maybe maybe, uh, let’s let’s say, for example, a non-profit has its its mission somehow in, you know, in arts education, and you find that your prospect has donated maybe teo somebody who’s who? Ah, a candidate or, you know, a current, um, senator, congressman, whatever it is that is also involved in creating some sort of funding for arts, education or arts organizations, you know? It would be good to know that they already have that particular, um, tensions, right, for wanting to give to your type of a cause. So it could have, you know, a number of things to do with donating to non-profits and it’s. Kind of interesting, because many of the elektronik screening tools really build that into the level of data that they provide for you. So all the major screeners bring political donations into the reporting. Well, interesting. Okay. I haven’t seen one of those lately. Now, one of things we don’t want to do is start talking politics while where having lunch with our potential donor. Yeah, it’s probably a good idea not to do that. But again, just this part of you know, when you’re when you’re sitting down doing your your your donor profile in advance of your visit with them and you’re you’re looking at all the various data points that you want to collect because you’re looking for capacity to give but also affinity, right? So in in looking again at that capacity pieces especially, you know, what are they giving politically? You know, this year over, you know, how many years of period of time you want to go back and take a look at at the donor, the political records. So, you know, you can really kind of get an interesting picture to see, you know, even, you know, has somebody given democratic and then republican and then back to democratic so it’s kind of interesting to see too sometimes, you know, are they giving across the board, or is it really very focused? E-giving in their political donations? Okay, that sounds like enough motivation, right? For why this can have value for you. Definitely. Yeah. Okay. Nothing else you want to add there? No, i think you know it’s. Just it’s a good piece of the puzzle to have in your donor’s crow file reports. I include it whenever i’m doing ah donorsearch profile for one of my clients, i always look at at whatever i consigned online in terms of political donations and just really include thie. Just a snapshot of what that political e-giving looks like. All right. Cool piece of the pie. One one thing. One thing to look at, not not to give it or undue weight. Alright, well, your are doi and of their cheap and free. So i’m hoping you’re gonna come up with some, uh, some resource. Is that that we might turn two? Absolutely. Well, really the source of all the data. Even all the other organizations that might be compiling the data. They’re all getting their initial source from the federal election commission. So that website is f e c dot gov and so that’s really the place where you know any other people that are compiling the information or getting it from anyway. So you may as well go straight to to that source and get it directly there yourselves at ftc dot gov, can i just start searching? For people’s names, you can you definitely can. You can look by individual contributor so you can have a little information is just their their their last name, their first and last name? Um, and then, you know, with with more common names, i typically like to look at the more advanced search page, you know, and stead of just looking at the portal that that gives you access to, you know, searching just by name. It’s great to be able to search by state, for example, on dh, so you would want to click on the advanced search tab for sure so that you can focus it down, especially when you have a common name, you know, it’s tony martignetti you’ll probably find him without too much trouble. Oh, yeah, i’m eminently findable doesn’t doesn’t matter. I don’t need ftc dot gov, just just new tony martignetti at the very highest levels and you’ll find it. Ok, well, now if if we know the person owns a company or controls the company or founded a company, should we, i presume also be searching that company name. You know what will happen is part of the data output you will. Get that company name um, so, interestingly enough, when when you are looking at the thie, the list of contributors uh, are you looking at a specific contributor? Let’s say and in this case where you look, you have an individual’s name, you’ve looked them up, and you found their record. You can actually get quite a number of interesting pieces data from that i’ve actually found people’s home addresses because i’ve been able to find them as giving a political donation, and they might be an unlisted person, you know, in the phone book, for example, but if i have a sense that they might be a political donor, i’ll go straight to this database and i’m able to pick up on what a home address would be. Ow goldmine there, you know, right? Yeah. Absolutely, absolutely. So you get their home address, you get their, uh, their employer name and you get there. They’re title, uh, at the company. Oh, outstanding. All right. Well, let’s, let’s, pursue these gold mine. Now i have their home address. Right where you’re the you’re the researcher. Where? Why? What can i do with that now? Well, if i were, you know, at this point, then i would say, all right, well, let’s, get a night now that we know where they live, let’s get a sense of okay, well, what? How much is that property worse? Do they own other properties, secondary homes and so forth elsewhere? And so, you know, again, that’s all part of public records, so you’ll be able to find that information pretty quickly to determine what their home is assessed that what they’re paying in taxes, property taxes? Um, you know, again, and you could do that for their primary and secondary properties that they would own now, we didn’t prep this, but can you share some of the sites that you use or maybe just one hundred for for home of home value and property taxes? Well, every at this point, pretty much all tax assessors, um, are are searchable online, even for free. There are a number of fee based services, however, what i found is that if you just google the name of let’s, say the city you’re looking for, so if you’re googling, you know, i don’t know like where i am, bridgewater in new jersey, you’ll probably be able to find it, um, sometimes is the state. Some of the local papers have a have databases. Public records type databases available like like we have here locally tow us. I usually can access a statewide database of property records. Right that way. Right through. Ah mei mei, central jersey. Dot com it’s called, but it covers the entire state of new jersey. Excellent. Okay, now you mentioned thank you for that. You mentioned secondary home addresses. How would you get that? Does that show up? Ftc dot gov also? Well, if they happen to be linking their political gifts to that address, yes, it would show up there, however, usually for me to find a secondary property. I’m looking i’m most of the time i’m using a database that i’m paying for related to property searches and most people who will have a secondary home. They still have tax bills and so forth, their address on record for that secondary property is still going to be tied to their primary property. So very often, if i know the address of the primary property, i can go into one of my fee based databases that i use and then find out what? Other properties are owned and tied to the primary property. All right, so you have to go feed based, typically to find the secondary property. Yeah, well, unless they happen to be listed, and if they are a listed person, if you have a sense, that or maybe ah, boardmember has said, you know oh, gee, they happen to own, you know, property near a ski resort in colorado on dh if you could do it, you know, a search for them online and find an ad. You know that name in, like, a four one one dot com, you know, phone record or something that might be a lead for you to at least go on. All right, all right. But at least if you get, you’re gonna get the primary from fc dot gov. Yes. Okay. Very often they will build. They’ll disclose their home address there. In some cases, they provide their there, tie it to their company address. But i find very, very often people are using more often than not. They’re using their home address for that political donations. Okay, excellent to know. And thanks for pursuing that aggression with me on on home address. But like i said, that’s gold one drill down into that. Okay, so what else? What else? We’re going to see it ftc dot geever we still there with our searches? Yes, yes. So you know, you you’ll find out how much they’ve given on dh you can actually on that advanced search page. You can actually search by a date range, right? So if you were interested in finding out, i don’t know how much money bill gates gave just over the last two years, for example, you could run such a search from that particular sight and then find out all the political donations he’s made just in a two year period of time. All right, that’s, far back as it goes two years. No, no, it goes back much further than that. But what i’m saying is you can actually focus it down, if you know, sometimes you think all right, well, is it really important to know what somebody did in nineteen, ninety seven? You know, it was like so long ago, but, you know, if you’re only looking for, you know, a little bit more currency, go back two years, five years, you know, whatever. You would consider to be current for your reporting on and you know you could make a decision in your own development office is how far back you’re interested in and collecting political data. Gotcha. Okay, you’re restricting yourself, okay? Yeah, yeah, you could definitely self restrict search. All right. Anything else about ftc? Dot gov? I want i want exhaust this free research. I mean, free. Oh, yeah, there’s actually is actually a lot more to talk about. So one of the interesting things that you can do but should not dio is you can do you know, we’ve talked about proactive ah, prospecting tony in the past where we’ve said, all right, well, how can you go out and mine a database so that you’re coming up with names of new new names of people? Right? That’s, that’s a big thing for non-profits who are the other wealthy people in the community or whatever? Right? So you hand mind the data in such a way to find out, put in a zip code and find out who are all the hyre political donors in that zip code. However, you have to be extremely careful. There are there are rules there’s something called the sale and use restrictions of the data, and they say that they saw the data. Have you ever heard that term before? Yeah, they put bogus ones in that that are like fcc employees. Yeah, exactly, exactly. So they can salt each report with up to ten fictitious names. And so what? What ends up happening then is if you send some sort of a solicitation or commercial mailing toe one of the fictitious, fictitious names the committee is going to know that somebody has illegally used the names of the contributors disclosed on its report. So i would just really caution anybody against using it, um for proactive searching because you really don’t want to get caught in a least, i don’t that’s for sure. I don’t know. I don’t know about your lister, of course were, of course, but this is an ethical group, of course, disparage, and i know you’re not disparaging, okay, let’s. Ah, let’s, go out on a break with that with that caution, 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 orc. And naomi 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. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent. Thank you very much. Dana ostomel maria. So i can use the zip code, search on dh, scroll through and find all my neighbors and see who they give, too. Yeah, yeah, yeah. Absolutely could do that. Okay, now, of course, zip code is going to be that’s pretty broad. I mean, you could easily just do it. Name by name, too. But if you wanted teo okay, there’s there’s, a lot of data there in zip code search. Wow. Yeah. All right, all right. Be careful how you use. Yes, it zits seated seated. You said that they say it’s salted or it’s seated. I always thought it was seated. But in prepping for this show, i noticed that they use they actually go. They have a whole paragraph on assaulting and that was my first time ever seeing it. So i learned something new. Justin prepping for the show. Thank you. Yeah, i think they’re brought thie f p c. I don’t think that i don’t think you have a grammar heated. They salt each report? Yeah, i don’t think they have a grammar. Linguistics on entomology team it at fcc. Which which is you know what? Tony latto set him straight. Ah, uh, yeah, i don’t know. There’s something they’re not well. Let it go. F e c. Okay, um, what else? What else? Sounds like this is rich. Yeah, so so here’s. Something to keep in mind too. There are actually contribution limit, so it could very well be for any given year that somebody would like to have given more, but they have hit a contribution limit legally. So for individuals, for example, um, you and i as an individual, we cannot give more than twenty seven hundred dollars to each candidate. Okay? Yes, our election, right? And then there’s also limits for, like, how much individuals can give to political action committees. Um, and, you know, there’s a whole big breakout. So, you know, you could go in there’s a number of websites that cover even if you just google you know what? The contribution, you know, political contribution limits, you’ll get various charts and so forth on this. But it’s very interesting to think that. Okay, well, you know, they you know, they couldn’t give directly to that candidate more than that amount, so what they do is they end up giving tea, you know, they give to these political action committees they give to, you know, you’ve heard of soft money score so there’s there’s ways, kind of around it and that’s why a lot of this discussion happens about, you know, reforming the way, you know, political donations are going on in the country, but, you know, i didn’t want to, you know, just let everybody know that there are indeed limits as well. Now, maria, no amount that you and i could give. Are you aware of any? I don’t know, maybe there’s shadow places where we can weaken gets info on some of this dark money? Um, well, you know you can you, khun? Definitely, you know, from through the federal election commission also there’s another website called open secrets dot or gyu khun definitely look through, look through some of their reports a cz well, um, yeah, i mean, really, if you just google it, you’ll come up with a number of places where you can get all this data for free, but i think if you know, if you kind of bookmarked for yourselves the website and open secrets some he’d be doing pretty good. Okay, cool. Open secrets. All right. All right. Um, what else am i going to know, too? That non-profits themselves. And, you know, i’m sure most non-profits know this, but they’re actually prohibited from making contributions to federal elections. I think, you know, most of us know that. But since we’re talking about political contributions and this is a show dedicated for non-profits, i thought we should leave. But that out there and we’re going, we’re going to have jean takagi on in the next week or two a couple weeks talking about the limitations on political activity. So all right there we already do that show. We did that show he’s not coming up there. Here. He did it, it’s coming up. Sam says, coming up. Okay, yeah, you know what, it’s a good year to be talking about all this force top of mind for everyone. No, i’m trying to think whether we did it already or it’s coming up, i think we’ve done it. Yeah, we did it. We did it like two months ago or so. Yes. So, jean takagi, you googled you. Go to my site. Twenty martignetti dot com look for jean takagi. All his shows will come out. And yeah, we talked about the limits of of permissible activity and and the grey areas and the tests and all. Yeah, yeah. That’s already been covered for god’s sake. I got to get with it. All right, it’s already done. It’s done making promises that are making promises that already kept was talking about talk about under promising, promising things that i’ve already done. Okay, what else you got? F come on f uc dot gov. Well, you can also, if you were interested in finding out starting with a political candidate’s name or even buy, you know, political committee, you can you can really drill down the data. So so, for example, i’m looking at a page right now for the twenty sixteen presidential campaign finance. And so it has how much money has been raised by all candidates and then they start breaking it down. Democrats, republicans. And then they start naming the individual candidates. Um and so what you can do is from there, you can start drilling down much further. And saying, ok, who’s giving to a particular candidate. And then from there, you can drill down even by state, and a man buys it. Okay, okay, this is all in the advanced search, so we’re still nfcc dot gov, right? We’re still on the f d yes, you look for presidential campaign finance reports and you’ll be able to find exactly, you know, how much is being given by people in your state to a particular candidate. Okay, that could be interesting. All right, now we have just about a minute and a half left. So is there anything we haven’t covered that? Anything else anyplace else? We got to go besides ftc dot gov and an open secrets, you know, there, there are definitely other places. But these are the two that i seem to, you know, they’re the ones that i go to all the time because i know that, especially with the ftc that’s the source of the data that everybody else’s, you know, accumulating anyway. So, you know, i like to keep it simple and just go straight to the source right to the source, okay? Any other restrictions that you’re aware of besides that? One that you cautioned us about on the seated salted, salted sounds like maybe that somebody who’s like a margarita fan or something, so they’re salting they’re they’re salting their rim and they’re writing their narrative for the site of the same time. I don’t know, but salting is not difficult correct arm seeding is the correct term. Anything else that we need to know about restrictions? Well, they do have an exception that they do list here, so that this is kind of interesting, so for some non-profits that i don’t know, maybe could get around this. Um, it says it says specifically here it says that the sale and use restriction does not, however, applied to the use of individual contributor information in newspapers, magazines, books or similar communications, as long as the principal purpose of the communication is not to solicit contributions or to conduct a commercial activity. So if there are non-profits listening, who, you know, do some type of research reporting, you know, if if the primary focus of what your non-profit does is to report news of some sort, then then you can go ahead and pull together thiss individual contributor information again, so long as you’re not using it for the sole purpose of soliciting a contribution, all right, we have to leave it there. Maria simple. The prospect. Find her, you’ll find her at the prospect finder, dot com and at marie, a simple thank you, maria, you’re welcome, great to have you back next week. Bring joy to your donors with marcy hime. 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. Our creative producer was 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. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out some death golden 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 p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric 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 June 10, 2016: Your Little Brand That Can & The Future of Email

Big Nonprofit Ideas for the Other 95%

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Julia Reich & Stuart Pompel: Your Little Brand That Can

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Control your brand. Respect your brand. Consistently message your brand. Recruit strong ambassadors for your brand. Julia Reich is branding consultant at Stone Soup Creative and Stuart Pompel is executive director of Pacific Crest Youth Arts Organization. This is from the Nonprofit Technology Conference, NTC.

 

 

Sarah Driscoll: The Future of Email

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Email still rules and it will for a long time. Sarah Driscoll urges you to be multichannel, mobile and rapid responding. She’s email director and vice president at 270 Strategies. This is also from NTC.

 

 

 


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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of a non mia if i got a whiff of the idea that you missed today’s, show your little brand that can control your brand respect your brand consistently message your brand recruit strong ambassadors for your brand julia rice is branding consultant at stone soup, creative and start pompel is executive director of the pacific crest youth arts organization. This is from the non-profit technology conference and tc and the future of email email still rules and it will for a long time sabat driscoll urges you to be multi-channel mobile and rapid responding she’s email director and vice president at two seventy strategies that’s also from tony steak too be an insider. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com also by crowdster online and global fund-raising software for non-profits with apple pay for mobile donations crowdster dot com here are julia rice and stuart pompel welcome to tony martignetti non-profit radio coverage of sixteen ntc the twenty sixteen non-profit technology conference we’re hosted by n ten the non-profit technology network, we’re in the san jose convention center san jose, california with me now is julia rice and stuart pompel they’re topic is the little brand that could multi-channel approach for the small non-profit julia is branding consultant at stone super creative and stuart pompel is executive director, pacific crest youth arts organization. Julia stuart welcome. Thank you. Pleasure. Pleasure to have you both. Julia. Welcome back. Thank you from lester’s ntc we are highlighting a swag item at each interview. And it’s, i think it’s only appropriate to start with oh, and ten non-profit technology network score and which i love the reverse side of as zeros and ones. You have your bits and bits and bytes. I believe that anyway. Zeros and ones swag item number one goes into the swag pile. There’s more to come. All right, julian stuart let’s. Talk about the little brandraise multi-channel approach. Small non-profit tell us about about the organization, please. Stuart okay. Pacific crest is a drum and bugle corps and a drum and bugle corps is an elite marching band and it’s made up of students who audition maxes out of one hundred fifty members. And this is a group that performs on field competitions and civic events. But primarily the unique aspect is a tour that our students go on for two months during the summer. Based where so we’re based in something california headquarters in the city of diamond bar. But we have kids from one hundred cities across the state, and we actually have some kids from other countries as well. My, my father was a percussion major, taut drum while taught elementary school music, but his major was percussion. And i, his son, was a failure of a drum. Then i must a clarinet. I tried violin. I practice. So you went from the easiest instrument to the most difficult. I yes. Yeah. My progress showed this, and i was just i was a bad student. I didn’t practice. You only go to lesson once a week. You’re not gonna learn. You have to practice it’s. Very true. What is your background in music? So i was a musician growing up. I didn’t. Major in music in college, but one of the founders of pacific crest on when i first started. I was the percussion instructor, but the group is made up of brass, percussion and dancers. And then a show is created very intricate blend of music and movement. And then we take that show on the road, as i said earlier. Oh, and the unique aspect of it is a two month tour where the kids leave the comfort of their homes and we travel by bus and stay at schools and performed four, five times a week. And just how old are the kids? Sixteen to twenty one. Okay. All right. Julia let’s give you a shout. What does it tell us about stone? Super creative? Well, i’m a branding consultant, and i work mostly with non-profits and hyre ed and i help them to find and communicate their authentic brands to help them maximize mission impact. Okay, very concerned, wei need to be multi-channel right? Because our constituents are in all different channels. And of course, we want to meet our constituents where they are. So we need to emphasized multi-channel ism. Is that true? Multi-channel is, um yes. Okay. It’s like, not discrimination, not we’re not discriminating cross channels. Uh, how do we know where which? Channels we should be focused on because there are so many. How do we know where to be and where to place emphasis? Wow, it really depends on the organization. It depends on the organization’s audiences. I’m sorry. Well, there’s, a broad. How do we know where our organization’s, how do we assess where our organization ought to be? I think that’s a better question for stewart to ask t answer in terms of his organization. Okay, all right, well, all right, where is where is? Where is pacific crest? So way have we have a number of channels, but the website obviously is the first communication place, but on social media, we’re where we limit ourselves to instagram, facebook and twitter and youtube as well we’ve not moved to any others and there’s some philosophical reasons, for example, snapchat is not one that we’re going to move towards of, but we know that the demographics of our organization are trending, you know, in terms of people who are fans and kids who are interested in being apart it’s going to be in that younger age group, and so we know that twitter is becoming more popular with that age group, and so we’re going to do a little bit more there to attract that age group. We also know that facebook is trending mohr a little bit older now, and so there are certain things that we do on facebook that we’re not going to do on twitter. Sorry or vice versa. That’s ok, wei have a small set here they’re squeezed into ten by ten so don’t worry if you knock the night might not mike’s okay? And so that’s how we make some of our decisions. You know, we start with what’s out there a lot of times the kids bring it to us, we should have a snapchat, you know, or we should have a facebook page, or we should have a facebook page for the trumpet section and a facebook page for the you know, and so we have to, you know, we had to be mindful of which ones of the official ones and which ones of the unofficial ones and how are we using social media to communicate? We may be using the facebook page to communicate to the outside world, but we also use social media to communicate within the organization because students, by and large, do not read email that’s for old people. I’ve been hearing that. Yeah, okay, okay. And so so were communicating to our members. Of course i’m going to send email to them in their parents, but we’re also going to follow-up with did you check your email on facebook? Okay, uh now i think it’s important people to know that you do not have any full time employees, we do not pay anybody full time, so we have people who work. Ah, lot of ours, yeah, say that jokingly, but no, we do not have full time employees. Most of the money goes right back into the program. Okay, back-up what’s the philosophical objection, teo snapchat i think for us, the fact that a picture could be taken and or a comment could be made and then it khun disappear and the fact that it doesn’t necessarily disappear because it can be forwarded on, we lose control over it. And so for us, it’s, not something that we’re comfortable with right now. Snapchat is not a bad thing in and of itself, but when it comes to having kids in the group in the organization, we just felt that we’re not ready to do that at this point. Okay, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Dahna julia anything you want to add, teo building a a fiercely loyal group of supporters? Well, i would just add to what stuart was saying in terms of controlling the brand, you know, that’s something that’s important to consider and something we talked about in our session has one of the differences between the for-profit sector and the non profit sector is that we want to take control of our brands so that, you know, we’re in control and people aren’t just making up our brand for us, but at the same time, you know, i think traditionally for-profit sorr yeah, the for-profit sector and, you know, they kind of tightly policed their brands or at least they have, i think that’s changing, but i think with non-profits it’s more there’s, more flexibility built into the brand. So, you know, snapchat i can understand, you know, that’s not gonna work but it’s not it’s more about, like guiding your brands across the channels and, you know, there’s more of ah, sense of collaboration, i think inflexibility with with guiding your brand across the channels, there’s more of an interaction with your audience rather than tightly policing it. Okay, stuart, especially. The age group that you’re dealing with there has to be a degree of flexibility absolutely right? Yeah. That’s. Why, when if the kid comes to me with an idea than you know, that’s, we listen to those ideas because especially now they know how they want to communicate. And sometimes where we come in from the management side is that’s great information. Thank you so much. But you need to understand that there’s a larger picture here. So when a kid comes to me and says, i think we should have different facebook pages for different sections, you know, and we should have a brass facebook page, and we should have ah, regular facebook page and a percussion facebook page. My question back to that student in this case, a nineteen year old kid just asked me that who’s, a member of the corps for three years, i said, can you please explain to me in your mind what’s the marketing reason for that? What is the marketing benefit of having so many different channels that essentially say the same? And so then we get a conversation going to help the students understand that while he may be seeing a small piece of this there’s a larger piece to consider who becomes a teachable moment in that way, but it also then opens up the question of, well, if you want to communicate that way within sections that’s a great idea, let’s, go ahead and make those pages, make sure that i’m an administrator on them so i can see what’s going on and then that’s and that’s how we kind of grew the internal facebook and the i guess, the official facebook okay, you knocking mike twice now? That’s enough! I’m going to stop using my there’s just we’re so excited, we’re just just stick yah late ing wildly teo convey their passionate we are. Thank you so much, stuart. Thank you. Also let’s say julia that’s every file of something something stuart said, not little listening, listening he’s listening to the nineteen year old who want to do something that probably isn’t isn’t in the best interest of organisation, but there’s still a conversation about it listening and all your channels way amplify how that gets done effectively and really, you know, really exgagement well, i think it’s about knowing who your audience is, um, you know, you don’t want to just put your brand out to every single channel in the hopes that it sticks somewhere, you know? I think, it’s what stewart saying is really important, he’s listening to his audience, he knows exactly who is audience is on and he, you know, he’s he’s lucky in that sense, because it’s kind of a built in audience and he’s able to listen to them closely and know, you know, where they want to learn their information, where they want to get engaged, and i think, you know, ultimately all of this leads to trust and trust in the brand, you know, if they feel like they’re being listened to, they’re going to trust the brand, and once they trust the brand, they’re going to support the brand, become advocates, let’s spend a minute defining the brand way you mentioned a few times. I want people to recognize that it’s more than just logo and mission statement amplify that, would you? For us that the brand? Sure. Well, you know, i present the definition of brandon my session, and it was, you know, generally accepted for for-profit sector definition, which is that it’s your reputation and you know, it is your reputation. I agree with that, but it’s your reputation in order to gain a competitive advantage, so that doesn’t really work with non-profits. It is about your reputation, it is about your sense of identity, but you’re not really looking for a competitive advantage, per se. I think what you’re trying to do is clarify what your values are, what your mission is in order you fit in the community, right, and then ultimately, i think, it’s about collaboration, you know, that’s where non-profits do the best work and make the most of their impact. Their mission impact is by collaborating, okay. How do you think about you’re the brand? Stuart, a cz you’re dealing with, a lot of young people are exclusively young people well know their parents also how do you how do you think through this that’s? A good question, because we’ve we’ve had to come to terms with that a number of times because especially with the youth group, the thing that you’re doing is not necessarily what you’re doing, okay? So this producing a show and going on the road and performing that is what we’re doing in terms of the actual product. I guess you could say that we’re creating the program we’re putting together for the kids, but when you’re dealing with students or young people in general, you have to go beyond that. You have to go beyond the we say, you got to go beyond the music, you’ve got to go beyond the choreography and the competition. There’s gotta be a larger reason there’s got to be a so what? To this whole thing and for us, it’s the unique aspect of leaving on tour for two months and something really transformative happens to a kid when he is forced to take responsibility. For himself or herself for sixty days of lock down? Yeah, and for us, it’s maturation, maturation requires coping skills, and as adults, we cope with challenges throughout the day wouldn’t even realize it anymore, but there is an issue in this country, and the issue is that students don’t have the coping skills that are past generation tad there’s a variety of reasons for that that i don’t want to get into, but we create that a pacific crest when you go on tour and you’re living on a bus and you’re driving through the night and not getting as much sleep is, maybe you want to and it’s still hot, but you still have to rehearse and we have a show tonight and people are depending on you. The coping skills get developed quite quickly and learning how to cope and learning how to deal with those challenges leads to maturity. Maturation is a forced condition isn’t come from an easy life, and how does your use of multi-channel strategies online contribute to this maturation process? Right? So they don’t necessarily contribute to the maturation process, but when we communicate what we do, it’s always about the life. Changing experience, even we’re recruiting. We’re recruiting kids and we’re saying we want you to do pacific crest or come check us out because this is going to change your life. It’s not about performing in front of the audience is they already know that’s what they do, they already know they’re going to get into that we want to explain to them and their parents. This is why you’re doing this. You could be in the claremont, you symphony you, khun b in your local high school marching band, you can play little league, you go to the beach, you can do any of these things. But if you want an experience where people are going to applaud for you and it’s going to change your life were the place to go. Julia, how do you translate what stuart is saying, too? Fulwider cem cem strategies for actually achieving this online in the in the network’s. Uh, well, you know, stuart and i met because we were working together. I was helping him with his rebranding a few years ago on dh as part of the process of re branding. You know, there were several questions that i posed. To him, gee, i don’t have those questions in front of me right now, but, you know, it was it was pretty much about, like, you know, who are you? What do you dio and most importantly, why do you do it on also, you know, what is it about what you’re doing is different than what other organizations are doing? What makes you unique, you know, and then ultimately that lead tio three different what i would call brand messages that piss off across has been able to use in one form or another, you know, across their channels in their promotion of their brand, i don’t know, stuart, do you know the brand messages off the top of your head? And we could maybe give an example of how those have been used, okay, what are they? So the first one and these air paraphrased is to bring together a group of kids who are like minded and and want to be in a very high quality, superior quality performance group that pushes them right, okay, the second brand messages that were here to develop your performance skills, okay, which is an obvious one, but needs to be stated, and the third one is the life skills that i mentioned earlier, where we’re going to create an experience that changes your life because of the unique aspect of the tour. And so we hit those super hard in all the channels and all of our communications. So when you mentioned, how else does this manifest itself in communication when we’re talking to people about i’m donating to the civic krauz we’re not talking about donating so we could make beautiful music we’re talking about donating so that they can change a kid’s life through music so that the drum corps becomes the way we change lives, not the thing we do in another cell vehicle, right method rights and it’s about consistency in promoting those brand messages in some form or another, you know, distilled down to their essence. And i think that that is really important when you’re talking about brands. But how do you achieve this? Uh, but this consistency multi-channel some channels, very brief messages. How do you how do you do this, julia? Well, we gave several examples of what you have to think about. Like you know what should be in your mind? Well, i think with every type of marketing communications thatyou dio you want to think back to what the brand represents, you know? So, you know, let’s say your values are, you know, integrity and education, you know, when your personality is fun, you know you can think about while is every message that i’m putting out there. Is it fun? Is it promoting this idea of integrity of educating the child? You know, that’s, those are just examples. But i mean, you can kind of use those as benchmarks. It’s. Almost like the brand is your i like your north star pointing the way, way not a very good that’s. Excellent metaphor. Maybe an analogy. No, i think it’s okay, stuart, who at pacific crest is is producing our managing the channels? Is that all? You? No, we have a social media manager. Okay? And what he does is he uses a nap location called duitz sweet to queue up her posts, but he’s also, we also use him as an internal manager. Two that doesn’t make sense. We use him to monitor what the students facebook pages, because students might say all kinds of things about the organization. And once in a while, there might be something that gets said or posted that is not reflective of what we are, who we are, and then i can always count on brandon to send me an email saying saw this on the kids site and i’ll i’ll contact the kid and say, we need to have a conversation about this post and that’s, so so we kind of do it both ways, we manage it internally, a cz well, as externally, so i don’t know if that answers your question completely, but i’m i’m not in every box of the orc char, but when it comes to communication, i’ve got my finger on that pretty, pretty tightly. Julia hyre maybe how can i be a larger organization, but not huge? But, you know, just a five person organization, i mean, how can they manage this the same way stewart is trying way stewart is doing? But on, you know, smaller scale organisation, how do you sort of manage the integrity and without it being controlling, right? That’s a great question eso when i work with clients, i make sure that if we’re going to go into a branding process that there’s a branding team that really represents all levels of the organization and its not just the marketing people or it’s, not just the executive director, i think it needs to be the executive management team, but i also think it needs to be, you know, everybody, not every staff person, but just every level represented, you know, at the organization, you know, the admin person, maybe it’s a programme, people, i think it could even be bored members, beneficiaries of your services, you know, on some level, i think that they need to be involved in that branding process, and then what happens is that the end? You know, everybody has kind of bought into this idea they’ve contributed, they’ve been heard and they become your brand ambassadors. So you’ve got internally, you’ve got people who are being consistent and engaging in conversation in the same way externally, you know, it’s it’s kind of this marriage of internally, the brand identity is matching with the brand image externally, so it’s, you know, it’s, you are who you say you are, you’re walking the walk and people people get that yeah, i’d like to add to that because julia said something that i hadn’t really considered. We were even talking in our session today. We have a very disagreeable love that we have a session idea for a new session. So we have ah, what i call a disaggregated staff of people. So, you know, we have a few full time or sorry full full time focused on admin, like myself and our operations person and are finance person book keeper, right? But we also have all the people who teach the kids and these folks have to be ambassadors for the brand as well. So when our program director hires a new person to be in charge of all the brass instructors are all the percussion instructors. And we have a team of forty people who work with these kids. So the person in charge of the brass section we call the caption head he and i are gonna have a conversation and we’re going to talk about what the goals are. Pacific crest. And the first thing that he’s going to realize is competition is not part of the goals because it’s not part of the brand. Okay, it’s, it’s. Definitely something we do. But when i talked to him or or her, anybody who’s going to be in charge of the staff, they need to understand what pacific crest is all about, what we’re trying to do and that, yes, i expect you to make helped develop the best brass program that we can have so that the kids have an amazing experience and we can represent ourselves. But there’s a larger reason for that because i want these kids to learn howto work hard. I want them to learn the coping skills, to mature, to feel responsible for themselves and to each other, those air, the outcomes, you’re exactly not not a prize at the company, right? And then and and i and i have jokingly say that every single person on the staff is part of our retention team, you know, and part of our fund-raising team like as good a job as they do of instilling that brand all the way through the organization through the death of the organization is what helps tell her tell her story. More importantly, if i’m in charge of the brass program and now i’ve been told by the director that this is what we’re looking for. Now, when i go find my trumpet instructor and my french horn instructor and my tuba instructor, i have to make sure that they also believe in that same philosophy. And so the nice part for me is once the caption had buy into it, then i’m pretty confident that the people they hyre are also going to buy into that, and so it flows all the way through the organization. Okay, yeah, essentially grand ambassadors, yes, julia and ambassadors, he’s recruiting brand ambassador, random brassieres, duitz a new head of of the percussion section or the right. Yeah, because i mean, the way i used to do it is i would go and i would meet with, you know, the executive director or the marketing director or whatever in your dork, right? Right, right. And, you know, and then we would talk and, you know, then i would, you know, go back to my studio and, you know, work my magic behind the curtain and come back and present them with their brand. And guess what? That doesn’t work at all. You know, because that it’s, you know, either like it or you don’t like it. Collaborative, right? You haven’t been part of the process, right? So it’s harder for you to become an ambassador for it. Buy to get that buy-in right. Right? I mean, have the buy-in yeah. Now, it’s just really about facilitation, making sure that everybody’s heard and, you know, getting everyone on board so that they can own the brand. When it’s, when we’ve come to the end of the process, okay, that seems like a cool place to wrap it up. Okay? I like the idea of the brand ambassadors. Thank you very much. All right. Julia. Right. Branding consultant with stone soup. Creative on stuart pompel executive director, pacific crest youth arts organization. Julian stuart. Thank you so much for sharing. Thanks for having us. Thank you. Thank you. Thank you. Tony martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference san jose, california. Thanks so much for being with us. The future of email coming up first. Pursuant and crowdster you know them velocity is pursuance fund-raising management tool. This is something that was created to help the pursuant consultants internally manage. Their client campaigns, and it was so successful for the company that they rolled it out so that you can use it for your campaign. Without a consultant, you use it on your own it’s your tool to keep you on task, managing time against goal that’s critical whether you have just one person doing fund-raising or you are a team of fundraisers and you have a director of development or vice president, they’d be using the dashboard in the management tools and the fund-raising team, the individual fundraisers will be managing their activities, their priorities, their time against goal with their dashboards, the tools velocity it’s at pursuant dot com helps you raise more money crowdster peer-to-peer fund-raising what kind of events do you have coming up that you may want to crowd source? Have you’re volunteers and your networks out bringing their networks into your event, whether it is ah, gala or a five k run? Or you have an anniversary coming up, maybe it’s, even next year or something? Not too soon to be planning, especially for anniversaries. Crowdster sets you up with the tools that you need the micro sites for each of your volunteers all the social sharing tools, video capability pictures, of course, and the management administration dashboards that you need to oversee the whole campaign you talk to ceo, where else is that gonna happen? Joe ferraro, joe dot ferraro at crowdster dot com where else can you talk to the ceo? Tell him you’re from non-profit radio now tony’s, take two, i urge you to be a non-profit radio insider i hit this last week and i want to do one more time. If you want to know in advance who the guests are going to be, what the video is for the weak also includes takeaways from the previous show. 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Am and fm affiliate station listeners affections to you here are, uh, sara driscoll also from ntcdinosaur on the future of email. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of ntc conversations. We’re in san jose at the convention center. My guest now is sara driscoll. Sarah is the email director and vice president at two seventy strategies. We’re gonna get to sarah in a moment talking about the future of email for the next ten years. First, i have to do our swag item for this interview and it is some locally sourced coconut thing. Crackers from crowdster crowdster non-profit radio. Sponsor actually. Crowdster and local crackers. The crowdster crackers. Thank you very much. Crowdster way had these two the swag pile for today. Okay? Sara driscoll, the future of email for the next ten years. Twenty sixteen to twenty twenty six. You’re pretty confident. You know what this is going to look like? Absolutely. Absolutely. You’re not just pretty calm. You’re absolutely confident. No qualification. Okay, um, how do we know what? Well, how do you know what’s going on what’s gonna happen in ten years? Well, i should say i don’t know exactly what’s going to happen, but what we do know is that email isn’t going anywhere. So there’s a lot of debate right now in the tech and non-profit space about, you know, is email still a resource that my organization should be investing in, you know who even check their email anymore? No one reads them everyone’s getting way too much of it all the, you know, millennials are on snapchat and twitter what’s the point of, you know, really investing my email list anymore and the truth is, email is still stronger than ever. I actually just came from another panel where email revenue was up twenty five percent in twenty fifteen the year before, so people are still reading their e mail there’s still donating it’s still one of the most powerful ways to reach people online, we just have to get smarter and more strategic about it. Okay, now maybe there is some age variability, so if your if your constituents he happens to be exclusively sixteen to twenty five year old, maybe email is not the best channel for you. Ah mei is still maybe a channel, but maybe that’s not what your priority should be that’s ah, great point and something that where we’re definitely looking at in terms of you know you not only want to just you don’t want to just rely on one tool for everyone multi-channel write. The most important thing is to look at who your supporters are, what your goals are and make sure you’re meeting your people where they are and so that’s kind of the biggest piece that we talked about yesterday i had folks from the sierra club and act blue join me to talk about their current email, listen, what they’re seeing and the number one theme was yes email still. Alive and well, but it’s no longer king, the most important thing is to make sure you’re going not just with email but really integrating it with all of your digital tools, so making sure supporters are seeing you not just on email but also on social media and just using email as one of the tools in your toolbox, not the only one and consistency across these messages, right? Absolutely we actually to seventy. Our digital ads team recently has been playing around with testing facebook ads that correspond with email. So is someone who reads an email, maybe clicks away from it, then goes on facebook and season ad with the same ask, are they more likely to then go back and don’t have that email on dh it’s across the board? We’re definitely seeing lift there. So with so much of all human so many touchpoint thes days and people having such for attention spans, the more you can get in front of them, the more you can get into their brain, the more likely they are to take the actions that you want them. Tio okay, um, a lot of lessons came out of the obama campaign four years ago now, since so center in a presidential cycle again want to refresh our recollection about how groundbreaking a lot of their work was? Absolutely yeah, and that’s something that, you know, we are three xero everything about this now is, you know, the obama campaign was four years ago email is absolutely huge then is it as huge now as it was back then? The answer is yes, you’re seeing it with hillary and bernie raising tons of tons of money on line, and and it was that same back in in twenty twelve, we raised more than half a billion dollars online over email alone, and i think to really key things came away with from that campaign one was that you should not be afraid of sending maury male ah lot of people, you know, probably complain, and when i tell them today that i was on the obama joint brovey multi and they say, oh, god, they were sending you yeah, yeah, and so they say so it was you who sent me all those e mails, but we tested it thoroughly and we saw no, really no effective sending more email, not everyone’s going to read every single one of your e mails that people who are really, really, really upset about it are might unsubscribes but they’re not the people who you want to reach anyway, they’re not going to be your your top online advocates and supporters if they’re not willing tto gett many male and and you didn’t see large rates of unsubscribes onda well, especially in terms of the people who we want to hit those online donors people. We had one group of people that we segmented out and sent maury mail every single day, so we sent them one or two additional messages. So we’re talking now for five, six emails a day those people actually gave more than the other group because again, it’s about, you know, people have so much email in their in box that you want to just make sure you’re getting in front of them. A lot of people won’t even notice how many you send, and you want to make sure that you’re hitting them with the messages that they were going to respond. Teo but i think more importantly, the reason why are our strategy of sending maury mail? Worked was because every single email felt really personal and really relevant. So, you know, this is your other take away, yeah, yeah, yeah. So we spent so much time crafting the messaging, developing really, really unique center voices that the most felt like they were coming from the president from the first lady from rufus gifford, the national finance director on dh that’s, the philosophy would take a two, seventy two is making every making email personal, so, um, it doesn’t feel like more email or too much email if the email that you’re reading is really strategically targeted to you and feels really personal and timeline relevant what’s happening in the world, it doesn’t feel like, oh, they’re just sending me another email. It’s oh, they’re sending me an email right now because they need my help to achieve this, and if we if i don’t step up and help right now, there’s going, we’re not i’m not gonna help solve this really urgent problem, and and one really clear indicator of that twenty twelve was when we sent the last email from the national finance director rufus gifford, and he said, you know, it was election day. Or the day before like, this is going to be the last time here for me on this campaign, you know, it’s been a wild ride sort of thing. Twitter actually kind of exploded and people were legitimately sad to see rufus go there like we’re going to miss burnam is your proof is i’m gonna miss seeing you in my in box every day, and that was someone who had sent them hundreds of emails, so it just shows that if you take the time to craft really personal messaging that really treats your email subscribers as human beings, they’re most of them will respond really, positively. All right, you gotta tell me what it was like to be just part of the obama campaign and specifically in the in the email team when when you were breaking ground yeah, it was breaking out like i’m a fourteen year old cause i’m so excited, what was that like? It was incredible is definitely one of the best experiences of my life. How’d you get that job? Honestly, i i actually just applied through ah, an online form. One of my friend sent me a list servant said the job. Posting was writers and editors for the obama campaign needed and weinger actually fording that to a friend and saying, ha, like you talk about dream job, i’ll never i’ll never get it, and i didn’t expect to hear back, but i did and you know, the leadership there, it shows that they really were looking for people who are committed and also just great at what they do. It wasn’t about who you knew. They were biggest one to find people from outside the normal realm of politics, and i was working in a really small non-profit at the time, and they saw me and they they liked my rank simple, and here i am today, that’s outstanding, so they didn’t. They didn’t want the the established direct mail on email consultants for inside the beltway, they truly wanted really good writers and on dh that’s something that that i talk about all the time now my current Job at 2:70 whenever i’m hiring, i always say i want great writers first, whether it’s for email, whether it’s for digital, anywhere because digital is all about storytelling and that’s how you move people to take action is by telling them a story that they were gonna feel andi want teo to respond to. And so it all comes back to the words, even in this tech age, around a tech conference, but i’m still, you know, the tools and tech is really important, too. But it will only take you as far as the words that you write twice yesterday came up in interviews that a logical appeal causes a conclusion, but an emotional appeal causes inaction on the action is volunteer, sign forward, share, give, you know, whatever that is, but it’s, the emotional appeal that it creates the action that we want. Absolutely. People are goingto take the time out of their busy days. Toh ah, volunteer, or, you know, give any their hard earned money unless they really feel, and they really believe in it. Okay, all right, so let’s, uh, all right, so let’s, dive into this now, a little more detail. The future. Mobile now we already know that email needs to be mobile responsive is that i hope they’re way past that stage or people still not providing mobile response of emails right now. We actually said that on the panel yesterday, when when we when i introduce the question the panel it was, you know, whether or not my e mail needs to be mobile optimized shouldn’t be a question anymore. It’s more you know, how can i continue innovating and continue optimizing for mobile? Something like my julia rosen for mac blues on my panel said that tamora around forty percent of all donations they processed this last year were from mobile, and they brought in. They just celebrated their billion dollar. So you think about, you know, how i consume email in digital content these days. It’s mostly it’s on the bus when i’m goingto work, you know, it’s when i’m on my couch, watching tv on and it’s almost exclusively on my phone, so on and it’s, not just about making sure it looks pretty on a phone the most important piece now and where where i think especially non-profits can continue to push is making the entire user experience really optimized and really easy, so that goes to saved payment information platforms like act blue and quick donate, making sure you’re capturing people’s information so they don’t have to pull out their credit card on the bus and type in their numbers if they’ve given before you should have it and they nowadays people can click, you know, with single click of the button, and their donation goes through the same thing with the advocacy messages and it’s things like making sure that your, you know, landing page load times are really fast on that they aren’t being slow down with too many forms or too many images. You want people able to hit your donate link on get there immediately or whatever action you want them to take because you’re gonna lose people if they have to sit there on the you know again on the bus forever waiting for your page to load and it’s the more barriers that you can remove, the more likely people are going to follow through. Should we be thinking mobile? First, designing the email for mobile first rather than as the as the add on? Absolutely jesse thomas, who? Is that crowd pack was also on our panel yesterday, and he said that he which i thought was brilliant, he now has his designers and developers do their previews on on a phone. So usually when you’re previewing a new website, you know, it’s up on a big screen, but that no one is going to be looking at it on a big monitor. So he literally has the developers pull up a phone and say, you know, here’s where we’re at in staging so they can, you know, make edits and go from there, okay, okay. Okay. Um, mobile acquisition. You have ideas about acquiring donors and or volunteers or whatever constituents, supporters? Absolutely. Eso from now until twenty twenty six? Yeah, i think it’s just going to get harder and harder. We’re noticing, you know, the quality of of names are going down more and more people want a piece of the pie and i think it’s. So it shows just how strong a male is because people are still are trying to grow their less, which they should and the traditional platforms like care too and change it order still great, but again with mohr and maura organizations rightfully looking to grow their list, we need to start figuring out how else we can get people in the door, so i don’t have the answer. I think this is one of these places that the industry really needs toe latto innovate in i i think that one area that non-profit especially can really ah, investing maura’s peer-to-peer on, but also their people are constant, asking me, how do we get you gnome or more teens for millennials onboard and just going back to like we’re talking about the emotional appeal, people are much more likely to do something if, if asked, comes from their friend or family member esso, i think the more we can get people to reach out to their own networks and bring people onto email list into the these communities on their own, those people are going to be so much more high quality to than any donor that you, you know, that you buy or any listen let’s build that you do that way, so i’m just gonna ask, is a state of acquisitions still buying or sharing lists with maybe buying from a broker or or sharing or somewhat with a similarly situated organization means that still where we are yeah, it’s definitely still worth it to investing list acquisition i always say you have to spend money to make money, but it also goes backto, you know, quality over quantity. I would never recommend an organization going out just buying swaths of names just to say they have ah, big list, you only want a big leslie, you can go to those people when you need that truly yeah, yeah, i do think one area that the industry has grown a ton lately, and i just really going to continue to is in digital advertising, so in the past used to be that you would never you wouldn’t think that you could acquire donors, you know, through facebook ads or that sort of thing and that you didn’t want to ask money over advertising, but in the last year, we’ve really seen that change, and people are really starting to respond more to direct ass over advertising and there’s so much more that we can do there, and in general, the non-profit industry really lags behind corporate marketers, so i think about, you know, my own online experience and i’m constantly being followed around by that those boots that i wanted to buy, but i didn’t, and things like that and, um, the corporate spaces so good at really targeting people with exactly what they want booty just glanced at exactly, but then they’re there and then suddenly they’re in my head and i’m like, oh, maybe i do want them, and more often than not, i buy them, which i shouldn’t. But i think that’s where the organization’s really need to go is really highly targeted, highly personalised messaging that responds tio people’s previous actions are they bun hyre kayman having been on your site for exactly, you know, it’s the most simple exactly just let people tell you the messaging that they want to receive and the type of types of actions that they’re interested in and yes, you can in that digital advertising is going is a huge, huge space for that. But, you know, not every non-profit has a butt huge budget, but you can still look at your own data and figure out okay, who are my people who seem to really like social actions or people who are on ly about advocacy petitions? And target your messaging that way. Let your own data show you the types of emails you should be sent there. Okay, so you so you have a lot of the intelligence. You just have to mind it. Yeah, you have to know what to look for, and you have to take the time, which i know, having worked in non-profits time is your biggest scarcity. So but it’s, so worth it. Really make sure you’re looking at your data and tailoring your messaging that way. 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 g n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. You have ah, advice around rapid response. Yeah, i love rap response so way. Talking about after a donation or, well, after some action has been taken by that we mean no wrappers. One’s mohr is just respond to something that happens out in the world. Okay, yeah. So event that’s topical? Absolutely, yes. So on. And this is a struggle that we had in twenty twelve, and i think every aa lot my clients have and that every organization has is where you spend so much time cal injuring and planning and designing these amazing campaigns, as you should. And then, you know, something happens, and every single time i’ll tell people you want to respond to what’s actually happening in the world doesn’t matter how how much you love the campaign you had planned for may be this day. People are going to respond much more to what they’re seeing and hearing and feeling rather than what you’re, you know, the committee’s trying to crack for them from you. So and i think, there’s ways that organizations can set themselves up for success with rapid response. So first, is this having a process for it? So, you know anyone who works in email knows that you can spend a lot. You get bogged down approvals processes and getting emails actually set up and out the door. Make sure you have a plan for if something happens that you need to react, tio, that you’ll be able to turn something around quickly expedited approval, absolutely put out the layers that we don’t really need you to get this out within hours. Really, we’re talking about our absolute, the quicker you want to be the first person in their in box and that’s, you know and and and also you don’t wantto on lee, send the one email, though, and then walk away and say, we did our operas, rapid response. We’re done it’s a big enough moment. Keep it going. You should, you know, make sure you’re following up with people who took the action with different actions to take and just keep the keep the drum beat up for as long as its people are paying attention to it. Okay, okay. Let’s see are their automated tools that weaken, weaken you can recommend around rapid response that that help i would say automation is actually that is is great and i think is a huge space that non-profits and grown as well. So again, corporate marketing so much of what you see, those drip campaigns, the re targeting you get is automated esso they have a lot more time tio, you know, think of the next creative thing to dio rather than just manually setting up the next email to send you know, an hour after someone visit their website, but it’s, when you’re playing with automation, it’s really important to not just set it and forget it because of moments like rapper response. So if you have ah triggered welcome siri’s set out for new people who join your list, don’t just let it go for a year and not updated with what’s actually current and relevant, same thing if you if you know that you’re going to be having automated message and going out and then something happens, you want to make sure that you’re going back in and either advising or pausing it, especially if it’s unfortunately never. Want this? But if it’s a tragedy or something out in the world, you also really don’t want to seem tone deaf. So automation is great, but and we actually talked yesterday about, you know, if we’re all going to be replaced by robots one day robots can do all of the automation take a lot of the work off your hands, but they don’t have the brains and the heart to think about. Okay, wait, what? What does a user really want to be hearing right now? Be sensitive exactly sensitive to what people are feeling? Yep, reading okay, okay, fund-raising have ideas around fund-raising lots of ideas about fund-raising i think about it way too much. I mean, this could bea, you know, you talk about fund-raising for hours, i think the interesting thing right now that people are seeing is we saw we saw this huge boost in email on online fund-raising, you know, around twenty twelve and with all of the ground that we broke their and things like quick donate all these new technologies appearing, making it easier for people to give online, so we saw a huge boost around then and now and also my clients and organizations i’ve been hearing around here are kind of seeing a plateau effect, so let’s say you’ve done all the optimization. Sze yu have the tools, but and so you probably saw some huge a huge boost in your numbers, but now you know, what do you d’oh and so and with and it’s also like the cat’s out of the bag with the male fund-raising right, like people know that it works so now everyone’s doing it and that gets back to the volume issue where how do you break through the noise? That’s? Why, i think it’s super important oh, really? Look, at first we’ll continue toe investing your list, get those new people on board, but also look at the people that you currently have and make sure that you’re you’re targeting them effectively so things like making sure that you’re sending the right ass amounts for people segmenting by previous action taker. So if someone’s dahna someone who is an offline volunteer but probably be a wonderful online fundraiser for you two and too often organizations treat they’re people in silo, so they’re volunteers are out in one area and digital isn’t really touched them? Their direct mail people are in a whole other area, then they’re online givers are also treated differently and it’s so important to look at each user individually as a whole person and making sure that you’re there recognized that there recognized for their relationship with the organization. Surveys could help. Here is really simple where we had someone on the show yesterday talking about just like five or six questions surveys? How many times do you want me to do? Do you want to hear from us? What channel do you want to hear? When should we ask you for for your your gift? If they’re assuming they’re in annual about a sustainers but, you know, so simple, like survey and listen yep, yeah, and then adhere to what they asked, absolutely so again, because there’s so much volume the more personally khun make your messaging, the more like the people are to respond. Another thing i’d say is there’s also, people often ask what the magic number of fund-raising emails is a year, but i think it’s so much more important toe to make sure that you’re developing really creative and interesting and timely campaigns, so look at your entire year and you really do have to start a year back and figure out what’s, you know, if they’re big moments that you know of that you can create fund-raising campaigns around. So, you know, giving tuesday is a great example of it that’s when it’s really blown up in recent years because it’s such end organic fund-raising opportunity that people are listening to in paying attention and they want to be a part of, and now the challenge is figure out how to create those moments your own moments, right? Because so many people are now involved in giving tuesday it’s hard tto tto break through the noise. So look at your calendar. Figure out what your giving day could be, where khun, you drum up noise around your organization and the more that you can tie it to a specific date so you can then have a deadline and a goal and ramp up your volume towards it. The more likely people are toe to pay attention, you know it’s all about crafting that urgency in a really authentic way. Okay, we’ll leave it there. Sara driscoll. Okay, great. Thanks so much. You’re loaded. With information, talk about enough for our how did you get this into ninety minutes are over long. Okay. Sara driscoll she’s, the email director and vice president at two seventy strategies and this is tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference. Thank you so much for being with us next week. Stephen meyers with his book personalized philanthropy if you missed any part of today’s show, i press you find it on tony martignetti dot com. Where in the world else would you go? I’m starting to see some clarity about whether to continue this lucid lucidity is approaching. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com our creative producers claire meyerhoff sam liebowitz is the line producer gavin dollars are am and fm outreach director to show social media is by susan chavez, and our 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 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 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 offline as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. 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 June 3, 2016: Managing Up and Content Creation & Curation

Big Nonprofit Ideas for the Other 95%

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Monisha Kapila & Stephen Alexander: Managing Up

Monisha Kapila returns with a ProInspire alumnus, Stephen Alexander, to explain how to manage your boss to boost your career. Monisha is ProInspire’s CEO and Stephen is program manager at Exponent Philanthropy.

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Meghan Murphy & Lacy Baugher: Content Creation and Curation

Meghan Murphy & Lacy Baugher at 16NTC

Learn what content will move and inspire your networks and how to empower your internal creators. Don’t be afraid to take risks with your content. Meghan Murphy is head of marketing and community at HandUp and Lacy Baugher is interactive content producer at WETA. We talked at the 2016 Nonprofit Technology Conference.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, herbert salaam he followed me on twitter and said, i follow your podcast thanks for all your hard work. It really helps non-profits herbert that’s why i’m here that’s why i produced the show week after week, day after day slogging through, but i love it i love non-profit radio herbert salaam, thank you so much for your support for loving non-profit radio and congratulations on being our listener of the week. Oh, i’m glad you’re with me. I’d be thrown into high pope isis if you pressured me to understand that you missed today’s show managing up monisha ca piela returns with a proinspire alumnus steven alexander to explain how to manage your boss to boost your career monisha is proinspire sze ceo and steven is program manager at exponents philanthropy and content creation and curation. Learn what content will move and inspire your networks and how to empower your internal creators. Don’t be afraid to take risks with your content. Megan murphy is head of marketing and community at handup and lacey bagger is interactive content producer at w e t a we talked at the non-profit technology conference on tony’s take to be an insider sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donation crowdster dot com i’m pleased to welcome monisha capella and steven alexander monisha is founder and ceo of proinspire. Helping individuals and organizations achieve their potential for social impact, she’s worked with the likes of care and the clinton foundation in january. She was one of the chronicle of philanthropy is forty under forty she’s at monisha ca piela k, k p i l a and proinspire is at proinspire dot or ge and at proinspire. Steven alexander is an alumnus of the managing for success program at proinspire he is program manager at exponents, philanthropy, exponents, philanthropy, dot or ge working with philanthropists to leverage their resources and amplify impact, he chairs the board of washington, d c’s young non-profit professionals network he’s at s a l e x a n d e r welcome monisha welcome. Steven, thank you. Thank you for having a pleasure monisha managing up. Why is this ah, challenging area for people managing up is probably one of the most important skills that people need for success over the course of their career, whether they’re in their first job or they are an e t managing up to their board on and it’s really about how do you develop a good relationship with your boss? Uh, there’s research that shows that the number one reason people leave their jobs because of their managers and the idea of managing up empowers people to manage their managers to make a more effective relationship. Um, so we have all of our programs we always hear from people it’s one of the biggest challenges they face, and even someone who has a great, really ship of their boss typically finds actually thinking about how they’re managing up can help them to be more effective. Wow number one reason that people leave jobs, okay, that google done some really amazing research on what helps the pretension of employees. They look at all the data on their employees, and they looked at how much of it was tied. To tenure and promotions and teams. And the thing that they found consistently across the company was it had to do with your relation with your manager, steven, you find managing up a challenge day today? No. That’s. What? I like to think i’m getting better at it. Uh, particularly for younger managers, newer managers on younger employees. That could be very difficult to have that perspective. And perhaps, but you put yourself on the other side of the table. Imagine what that might be like. Yeah. That’s always hard to empathize. What? Where you in? In the organization at exponents philanthropy. Oh, in terms of where i sit on the orc chart, i’m towards the bottom there when i started off, actually, i was, uh, not only the youngest employee, but also the at the lowest level on. So for an organization with about twenty staff, uh, it could take a while to figure out how to navigate that god. So currently i’m well called mid level. Okay. All right. We obviously still have a boss. And now, yeah, but now you have reporting people, people reporting to you, actually don’t i i actually ah, managing a program that’s. Where the young non-profit professional network comes in, right? A tremendous training ground where i actually can manage people and bring those experiences back to explode. Okay, okay, and so in the future, you’ll be able to help people managed the help people themselves manage up when you are their supervisor. Absolutely, i would think so. Okay, alright, cool. And, uh, is this something that you thought about as a problem area before you went to the managing for success program? You know, i think i felt it. I’m not sure i fully realised in my head, you know what it was i was experiencing? I could feel that tension in the room with my boss, and i wasn’t sure why i was there. I was pretty focused on myself, right? And i think, yeah, the proinspire experience and certainly others as well, open me up to the possibility of oh, hey, there’s, there’s something else going on here that i could i could really take control of, yeah, so you felt it, but you weren’t around you weren’t sitting around saying i need to manage up better no, and i didn’t have the language either, right? Right money shows. That pretty common people feel it attention with their boss, but they don’t know what the difficulty is. It is, and i think there’s also a common perception, which is that your manager should adapt to you. So people sort of being my manager should understand how i work, and they should manage me well, and if they don’t know, that could be frustrating. What managing up really is about is, how are you understanding your manager? How are you adapting to them to make it a success? Oppcoll relationship? I wonder if i had gone through the managing for success program if i would still be working for other people? I don’t know, i find that go ahead, what were going to say potentially, you know, i think one of the things that can really frustrate people is feeling like their manager isn’t very effective. Um, and one of things we hear from managers that can frustrate them it’s feeling like the people who work for them aren’t good at providing the information or communicating. And so managing up to make a big difference, i feel like i could never work for someone again. I mean, i’ve had my own business now for thirteen years and the show and everything. And ah, i think i just think i would be a terrible employee. I don’t think anybody would hire me. I would not. I would not hire me. I definitely i would shoot myself in the foot in the interview. I i would come across his. I’d be too much. I looked a highlight that left when she made about adapting to your manager rather than them adopt into you on something that took me a while to come around to that idea. And once i did all the sudden it opened up so many doors for me. I really understood what i could do in that relationship to improve it. How it better communicate with them. Um, i realized that, uh, that responsibility, latto and that was with me, right? Not necessarily. With them, they’ve got eight, nine other employees to worry about it. Well, yeah. And tony, into your point about whether you could ever work for someone again. You know, as a consultant, you probably are doing a lot of managing your client on. So i think it’s actually a skill set that we all need. No matter what role that were in yes, you’re right. Of course i do, but i don’t have to see them every single day. I just trust me, i would not hire myself. I’d be a bad employee. Plus, i always want to good vacation days. I mean, i always want the week between christmas and new year’s even just being the new employee a you know, i insist. So there’s a lot of there’s, a lot of struggles, but we get a little personal but that’s okay, it’s me, it’s me doing it. Ok, we’re gonna go out for a break. We come back, stephen, i want to explore that a little more on with you two. Of course monisha adapting to your manager. 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. Duitz welcome back to big non-profit ideas for the other ninety five percent, steven let’s explore the solemn or how did that help for you up and make you more comfortable with the idea of you adapting to your manager? Sure, i think critical of his process, there were there were two things one was working with the coach really hearing from someone else, the perspective that i was throwing out there in the world, the ideas that i was throwing out there in the world and how i was communicating those just hearing someone else on doesn’t have to be a coach. It could be a significant other it could be someone else that’s close to you hearing, repeating back some of the language that you’re using, perhaps in different ways. It really offers you perspective on how you might be sharing those things your your bus and how that might be playing into very specific parts of the ship monisha having somebody objective, that’s, that’s, valuable, it could be really valuable. And you know, if it’s a coach or steven said it could be a friend or someone else but sometimes just having people remind you people can get caught up in thinking about their boss isn’t like them, or they don’t like their boss and actually just having people remind you that that person has their own set of needs and priorities. So maybe they’re not following up on the request you made or giving you the feedback you ass for, but it may not be because of how they feel about you may be thinking about what are all the things that they have on their place. Stephen also made excellent point. You know, his manager had nine people reporting to him. So it’s impossible for the for the manager to adapt, teo each of them? Yeah, you know, one of our rules of managing up his own execution of the relationship, so really to manage it? Well, that means you are responsible for scheduling, checking with your manager for putting the agenda together to make it. I’m sure you’re asking your manager for what you need health on, because the fact is that most managers have way more responsibility than they actually have time for. And if you can do a good job of trying, teo ease their work load, they will really value you, so recognizing what are some of the things that are prayers for your manager will help you manage up better. Stephen, you have anything to say about that? Some of the practical ideas? Absolutely. I’ve actually i’m sitting here what they work sheet at monisha introduced metoo proinspire this managing up selfish doesn’t work sheet. Honestly, a soon as i thought i knew this had the power to change the relationship. But i had currently with my boss. Uh, it has questions like, uh, how well do you understand your manager? How did they prefer to receive information? How do they process information? So while i took up her stab at that really jotting down things oh, you know, i think she prefers you. Now i think that she likes to have the operation advance. What the manager of the program actually encouraged each of us to do was to go back with this worksheet. Stick with your boss and ask these questions. And it was incredible how open she wass she had been asked. Know what motivates? You know? What are you trying to accomplish? And what do you afraid of? She shared that information. I think the biggest revelation for her, wass no, i haven’t actually articulated that too many of my employees. So even a year later, i’m still hearing her now share those things geever join excellence. So it was like you sort of trained your manager to be mohr sharing with the other people who report to her about what her needs are basically isn’t that interesting? It’s funny, that wasn’t my original intention, right? Uh, in my written original intention was really to improve our relationship one on one, and then that really, er but she took it to the next level very much. I appreciate that. Yeah. Monisha you should charge extra tuition to stevens stevens. Direct report. Yes. Uh, the other thing i would share is there’s actually a great article from harvard business review about ten years old, but called managing your boss and it’s. Probably one of the first sort of classics that created the whole idea of managing up. And they have a checklist in there. So anyone who’s listening can just google managing your boss? Harvard business review went find that article. And those questions that cubine mentioned there’s. A set of those toe actually sit down with your own manager and have that conversation. Excellent. Okay, i love resource is like that. Um, steven, that is a great story you got. You got another story about your success in doing this or or maybe even a challenge in doing this, please? Yeah, absolutely. I think. And i think this, uh, well particularly resonate with younger folks as they’re entering a field trying to establish themselves for a long time. I bounced from job to job from culture worker, organization and different culture teo other cultures. And so when i came to exponents philanthropy, what i didn’t realize that time is that i had a pretty fixed mindset. If you’ve read the book, mind that you might be familiar with language fixed and growth, i wanted to prove myself i want to prove my words, my talent dahna with the with the knowledge that that could lead to long term employment. And so because of that, i didn’t put myself on the other side of the table. I couldn’t i was so focused on, uh, improving myself, i suppose, but not from the right perspective. And so, as i grew as i worked with the coach as intern was introduced to programs like this, i came around to this idea, and as i talked with my boss and she said, frankly, after promotion, we need to focus on the work now that helped me did it and say, uh, you know what i think? I think she’s, right? I think i need to put the organization first and simply doing that and really dedicating myself to owning my job and figuring out how to do it the best i could. It opened me up to all learning on the other side. Awesome, huh? Money. Should you mentioned earlier? The myers briggs assessment? How does that play into managing up? Yeah. So myers briggs is personality assessment. And, um, it’s pretty popular to actually find free versions online, but the idea is really understanding people’s preferences. So the most famous part of myers briggs is, are you an e or an eye extra vert or an introvert and something teo think some typical characteristics, for example, of extroverts is that they liked teo talk aloud. They think by talking aloud and introverts tend to want time, tio think to themselves before sharing ideas so that actually can have an important role in managing up depending on what type of preferences your manager has, you might have a manager that they’re going to want to see something in advance so they can think about it before giving you feedback. Or you might have a manager. We’re just going to sit there and real time discussed everything and brainstorm. So myers briggs is a great tool, not just on the extrovert introvert, but are they big picture detail oriented to really start to get to know what the purposes of your manager and how are you asking them for the support you need in a way? That’s going teo tied to what they’re looking for. Steven, you want to tell us whether you’re ah ee? Aye or big picture detail where you fall in myers briggs quickly. Well, a credible line e i e i can bounce back and forth. I’m definitely big picture. Okay, i’m up straddling the line i would think that’s good. You play both sides. It’s been interesting, teo to shift every time i originally saw myself as an introvert. One of his younger, uh, extra vert in my early twenties, for sure. And now i think with all this self reflection it’s really taking me back, teo, see myself in a different way. Cool. Okay, and big picture. And how old are you? I’m twenty eight. Okay, now, how did knowing where you fit in the myers briggs? How did that help you out in managing up? Duitz it certainly helped me understand how it might be communicating information. Now i want to receive information from others. I think it helped me just take a step back and look inside myself buy-in verified perhaps the few things that i wasn’t so sure about that i don’t have a great example for you right there, okay? And you can share one of the things that we hear a lot. Sometimes people feel like they’re managers are micro managers, they want to get too much into the details, and actually it could be sort of a preference difference that if the manager is someone who’s more detail oriented and the person is working for them is more big picture, and maybe that the person is not providing their manager enough details to hide to their preferences. So that’s an example that we see a lot where really understanding what? Are the things your manager looks for to help them process information can help you provide what will be most effective. So do you do? Do you have students? Participants do the myers briggs assessment on their boss or of their boss. So we have them to myers briggs for themselves, and then we actually have them think about what they think it might be for the broth or to have a conversation with your boss to find out. You know? What is their meyers break? Okay, steven, did you do that part when you were having this great conversation with the woman? We didn’t get as far into that part? No, no complication part for sure. Okay, yeah. Okay, i would say one of one of the teams overall that we talk about managing up is communication. Steven said people typically underestimate what their managers i need to know and what they do now. So there’s often this assumption of like, oh, i don’t need to tell my manager that. Or maybe they think their manager already knows something. And particularly when it comes to a bad news. Sometimes people are hesitant to tell their manager stuff too soon. But what we really recommend when it comes to managing up is just over communicate and really be forthright with good news and bad news. It’s better to let someone know that there may be a problem on the horizon, then to wait and see what happens and spring about them at the last minute. You know, very interesting that we believe that our managers know and need to know more, then they actually do yes, well, and if you ask a needy, they will definitely say that they feel like people don’t tell them a lot of staff. Um, so i think there’s a perception that people who are more senior know everything that’s going on when they don’t actually feel like they’re in touch with all those stuff is happening, okay, what could be such a critical conversation that have with whoever you’re reporting tio down and talk about how much information would you like on and then ask again, make sure to ask again because they may not tell you exactly what they really are feeling? Uh, so if you check in along the way and i provide enough information, do you understand the process low enough? Would you like me to provide more? And that gives you an opportunity to really tweak your style overtime? Okay, avery smart, and so so you’re not just doing this in one discreet conversation, but as you said, checking in overtime about about these things, too it’s a relationship, you’ve got to keep working on it. All right, excellent. Excellent. Um all right, let’s monisha you have cem cem rules about managing up. Why don’t you, uh, why don’t you start with the one about your manager committing yourself to manage his success? Yeah, so the number one rule is that you want your manager to be successful because if they’re successful, you’ll be successful. So the number one rule just commit yourself to your manager success and that you want to do your best to help set them up to be successful. What if? What if your your what if you’re an introvert and you’re on? Not like stephen, you know, close, but borderline, but you’re an extreme introvert and your boss is an extreme extroverts. Are you doomed? No, i don’t think so at all. You know, i’m a pretty strong extra burr and i’ve had people who work for me, who are introverts? And i remember one of them actually sitting me down and you know, i you know, i’m an introvert, and i like to take my time to processing. So, um, you know, the way i work best is if you want me back on something, if you could give me some time to think about it, um, i’ll come back with much better information that i feel i could do right in the moment and that’s just triggered for me like a new awareness. What a great way of heard a manage up to say like, this is something about me she also, you know, was doing her best to, um, adapt to my style and know that when she was giving me things that i would want to process out loud so she might give me something, and i wouldn’t review in advance. But when we were sitting down and talking to it together, i could really give her a lot of feedback on it. So i think you could have a great relationship with an introvert. Extrovert. Okay, steve, steven, you mentioned committing yourself to the organization’s success. What do you what? Do you? How do you commit yourself to your manager’s success? A manager? Yeah, well, first, i think i’ll sit down and try and understand what it is she’s trying to accomplish. Yeah, and i’m a big picture thinker, right? So i’m going to sit there and think, ok, what this ways that i could support that directly never roll. In addition of that, how can i help her build relationships, perhaps down the road? How could i strengthen relationships on our team? So that’s that’s not necessarily something she has to focus on for me, it’s very conversation driven i’m someone who loves to take the time to get to know all the fix working, and hopefully that helped her move along and in her in-kind anything else you want to add about your manager’s success? Monisha um, i think the other piece is finding the right balance, so you don’t agree with everything that your manager’s saying you’re asking you also not just fight about everything. So, um, committee yourself, commander, success doesn’t mean necessarily just being a yes person that’s really, that you respect them and that you want them and the organization to be successful, okay? How about the one about? Oh, you touched on this a little bit of owning the execution of the relationship we have there’s a couple things that are really important here, so i think one is really taking responsibility for the time you have is your manager. One of the biggest complaints we hear from people in our programs is their managers don’t do regular check ins with them, and you can take ownership of keep continuing to reschedule those and ask for those, um i know one of our fellows one’s had her check and rescheduled for three months, but she kept rescheduling it, and and then it happened, so making sure that your manager knows that you were still going to continue asking for that. Ah, and then when you do meet with your manager making good use of their time, so whether you’re in person or on the phone, sending them an agenda in advance and using the time to talk about issues or risk about the things that you’re working on together, you don’t have to use that time as an update or stuff that could be done over email. But what are the things that you really should be talking about and you could do a great job managing up by actually thinking that through the dance and the last thing to own execution of the relationship is really be dependable and build credibility. And so whether that’s sending drafts or things for your magic to review and to be honest about your capabilities, if your manager’s asked you to do something that you haven’t done before, you can let them know i haven’t done it before this time going to approach it, but it’s a way to really strength in that relationship. I love the idea of you providing agendas for your meetings with your boss. I don’t i don’t think that’s too common. Yeah, yeah. And i think it’s a great technique for managing up it’s also a great technique for managing down. So managers should ask for that. A swell as people should provide that for their manager. Steven, how about you, what’s your experience around around all these strategies that monisha shared? Oh, the agenda. Studying is definitely an expectation. Had excellent philanthropy, that’s. Something that is owned. Bye bye. The employees by the fix that are coming to this supervisors. That need it. We’re setting the purpose. We’re making it clear what that process is going to be for the conversation. And again thinking, how do we use this time? Most effective way? Yeah. Is that something you brought there or it was already in place? The agenda? You know, i think we have to think the management center for that they’ve got a great template. Actually, i don’t know if it’s available on their website, it might be worth reaching out to someone there to see if they share that. And where is that? Where is that stephen? In the management center, i believe. Based in washington, d c in washington, d c that one on one. Check in. Okay. Okay. Monisha, we have just like, a minute. A half or so left. You want to see a lot of communication? Yes. Um, this is the area where i think if people look at one thing they could do to manage a better it’s. Really? To think about how they can communicate effectively, how much information they should be providing what’s the best way to communicate with their manager. Think stephen mentioned. Is it? Email visit in person. Um and asking questions when your manager asks you to do something, part of the communication is asking questions. I understand what you’re doing as well. Demonstrate your thinking, you know, sometimes the questions will push your manager to think about things differently, so i feel like communication is probably the one area it’s someone to focus on managing up that they can really dio steven, i’ll give you the last word just about thirty seconds. You everything you’ve said has subsumed in community goodcompany cations yeah, that’s the foundation for that relationship. From my perspective, i’ll have to side with monisha on this one, uh, be more open you could be in your communication. I think the stronger the relationship could have particularly important things, uh, with any given, mission driven organization, or those two really embrace that and be as open as they can with their communications. Steven alexander, program manager at exponents, philanthropy, exponents, philanthropy dot or ge and he is at s a, l, x, n, d e r and monisha ca piela founder and ceo of proinspire proinspire dot or ge at proinspire and she’s at monisha ca piela stephen monisha thank you so, so much. For sharing. Thanks, tony. Thank you, tony. Night leisure. Outstanding. Thank you. Content creation and curation coming up first, pursuing and crowdster velocity is pursuing fund-raising management tool. It was created to help the pursuant consultants manage client campaigns, but the company found that the thing was so useful that they rolled it out so you can use it without a consultant. You don’t have to hire a consultant of theirs. You use it on your own. It’s your tools to keep you on task. Managing time against goal whether you’re a solo fundraiser or you’ve got a team of fundraisers. It’s a fund-raising management tool, it helps you raise more money. That’s velocity it’s at pursuant dot com crowdster peer-to-peer fund-raising do you have an event coming up? Do you want to engage your networks to expand your fund-raising for that event, maybe it’s an anniversary or five k run whatever you have coming up, join it, have it peer-to-peer funded crowdster will set you up with the tools and the sites on the dashboard that you need and this support that goes along with all those you could talk to the ceo he’s joe ferraro, joe dot ferraro. Crowdster dotcom tell him you’re from non-profit radio now, time for tony’s take two, be a non-profit radio insider now, if you’re listening podcast, you may not care about getting weekly insider alerts because you’re listening anyway, but if you’re listening live or you’re listening affiliate or if you’re listening podcast and you want to know what’s coming up before you hear it easy to do, i send insider alerts every thursday. You know who the guests are? You get early links to my videos, easy to sign up, go to tony martignetti dot com the e mail icon at the top right of the page, be a non-profit radio insider and that’s tony’s take two, we got to send the live listen love speaking of live and podcasts and affiliate if we’re going, we’re going to tease that if i’m gonna tease it, we’ve got to go all the way. Grateful love love going out to the live listeners, you know, the cities and states that you’re in, you know, the countries that you’re in very glad that you’re with us live listener love to you listening right now now, right? Right now, this second right now podcast pleasantries. Whatever second you listen whenever whatever timeframe, whatever time shift whatever device so glad that you are with us. Our podcast listeners. So grateful pleasantries to the over ten thousand of you and our affiliate am and fm station listeners affections out to you stations throughout the country. Remarkable community radio i love it. I love the mission of community radio and i’m so glad that you are listening on one of our am fm affiliate stations affections out to our affiliate audience. Here are megan murphy and lacey bagger from ntcdinosaur. Welcome to tony martignetti non-profit radio coverage of sixteen ntcdinosaur twenty sixteen non-profit technology conference we are in san jose, california, at the convention center and with me now are megan murphy and lacey bugger. Meghan is head of marketing and community handup and lacey seated for this for me is interactive content producer at w th a public television in washington d c meghan lacey, welcome hi. Thank you. Have you think having a thought here? Thank you. Your session topic is content creation and curation in the real world. Where do those tweets? Gifts and balog posts come from let’s? Start down the end there, lacey. What? What troubles do non-profits have around creation and curation? Well, i think i think it’s the same, you know, concerns and challenges. We haven’t a lot of other issues. We are living in an age where everyone is a publisher, everyone is creating content twenty four seven and we have small teams, small budgets and a limited amount of time to do this. But our audiences don’t know that our audiences want to hear from us. They want to, you know, see the same amount of things from us as they do from bigger organizations and brands. And how can we be strategic and nimble and have fun with doing this? Because it’s supposed to be fun? Okay, meghan, anything you want to add to an introduction? Sort of the problem statement or motivation statement. Yeah, absolutely. I mean, everything that lacey said time and budget is one of the biggest challenges. Andi, i mean, with the session, we just really want to focus on how you can kind of creatine scale this huge content marketing program with maybe just one person, maybe just five hours a week. Really? Okay. Five it’s. Probably one person. We recognize that. Ok. That’s. Very good, because the audience for non-profit radio is small and midsize non-profits so could very well be one person. It’s. Probably one person who wears five other hats. Besides being a constant creator, they probably have closely, like, sorry, i was going to say it. That’s probably one person who wears five different hats in their organization, and they have to do this in addition to being a marketer, being a pr person being three other things besides, a content producer might have hr also true. Okay, all right, so how do we know what our audiences are looking for? Megan, what type of content is appropriate before we start creating? Yeah, that’s a great question and it’s really important to know what your audience is going to respond. Tio what inspires them? What motivates them? I mean, you have to listen, i mean, wine, i think as an organization, you know, your target demographic is that’s a great place to start, but then who do you want your target demographic to be? Who else do you want to reach and think about how you can bring value to them? Ok, how do you assess what those who are not currently communicating with you are seeking? Sure, i mean, you have to get out there on the interwebs and see what people are posting what people are responding. Teo what’re they engaging on dh, honestly looking at similar organizations and seen what they’re doing? And what successful for them is a good indicator of what science says they’re responding. Teo as we’re doing this listening, we could be listening to hashtags, absolutely organization names sure what you know, see who’s who’s prominent on twitter in the cause absolutely influencers on twitter i am, i am subscribed to every newsletter that’s out there as well, just keeping an eye on where the conversation is, what trends are happening, what topics are happening, definitely hashtags following folks on twitter, following conferences like this as well to see what those topics and themes are okay. And lacey, how about on the side of people who are already be communicating with us? How do we assess what what their interests? Well, i think listening is definitely like megan said key, especially on the internet, it’s a very talkback culture, people will tell you what they want to hear and what they don’t like, and you should, you know, be responsive to that there’s going to be times where you have to do something that, you know, isn’t necessarily going to be, you know, internet popular because it’s an organizational priority, but for the flip side of that time, like if people if you’re if you know your audiences watch, is watching video, if you know they’re reading block post, where are they now? What kind of continuity consuming and how can you put your content into a space where they’re already living? Okay, i’ve had guests say that you need to meet your constituents where they are, not where you would like them to be? That is one hundred percent sure you’d like to be producing content and delivering exactly, although on the flip side of that i’d say if your you don’t have to be everywhere, i know that, and i’m going to date myself right now, i think, but snapchat is this cool new thing the kids are doing and i don’t understand chaps, snapchat, quite frankly, it frightens me that’s how i know i’m officially like an old now, but i know everybody all the all the, you know, brand industry people are like chase snapchat, chase snapchat and platforms that are like that. But if your audience isn’t there, you don’t need to be there if your audience isn’t, you know, young teens, young millennials, you don’t really need to do snapchat if it’s not a fit for you don’t force it, okay? Yeah, and just to add to that, i mean going rogue audiences and knowing that you might be one individual and you have limited time to to reach those audiences doubled down on the top two to three channels that work for you. Okay? Yes, focus. You know, i know my own experience for the for the chauffeur non-profit radio. You know, we have a facebook page because two billion people our there you have to, but we keep it fresh content every day, but it’s still not still not our priority. Twitter is because i have more fun on twitter and you love twitter love, twitter, i’m where no one will be able to see this right now, but the necklace that i’m wearing is actually my twitter handle. We’re shooting a video. So what is it like do-it-yourself shout out at lacey and be it will be a lot of notary about doctor who and benedict cumberbatch. So if that’s not your bag like you probably shouldn’t follow me. But twitter is so great and it’s it’s so immediate, like you’re actually just having a conversation with people who are interested in your organization, your mission, the stuff that you dio and they’re there to talk to you it’s so awesome! Yeah, it is. I love the immediacy of it and i find a hundred forty characters to be no limitation it all because you just carry on, so send multiple tweets and then move in private and then moved to email and then a phone call. I’ve gotten somebody guests that way. I’ve gotten sponsors sponsors to the show that way it starts with a tweet and it moves it moves in progress, you know, just progressive, you know, what’s. So amazing is how receptive people are on twitter. You could email someone twenty times, they’d never respond. You tweet out in once and they’re so excited you acknowledge them. It’s visual listening, basically like it’s and it’s, i’ve had people just, you know, favor and retweet me saying something like thanks for watching with us, which is like such a basic thing to say to someone, but it makes their day and i could do that and that’s amazing! I love that your necklace is your twitter idea. Yeah, it’s all it’s, my personal brand all the time. Not really. I just really i love twitter it’s a technology conference. It’s totally, totally appropriate. All right, i know. I forgot to put it on my business card, so i just wear it around. We’ll make it. Let me give you a shot. What? You want to shout your twitter handle since we’re talking about at megamerger, big bird, meg miree okay, okay. Okay, let’s, you know, let’s dive into this a little more deeper and listening. Listen, so many people talk about listening, but i don’t think there really such a good listener. What does it mean? Toe? Listen on the web, listen to a channel, anybody? Well, i think first you have to acknowledge that some of things you hear or not could be things that you like, and i think that sometimes hard for for organizational leadership to maybe here because we want to think that everyone loves us all the time and and that they don’t have, you know, criticisms that they want to share. So i think the first step is understanding that you’re going to hear some great stuff about your brand, and you’re going to have some not so great stuff about your brand and be okay with that, but that is an opportunity every time somebody tweet something negative about you or leaves you at negative facebook comment or whatever the platform is that’s an opportunity to improve, they like you well enough to have you take care of something time to do that. If they didn’t like you, they would just ignore it and yeah, the opposite of love is not hated. Indifference, indifference. Very good. Okay, yeah, yeah, i mean, it’s not but it’s opportunity to engage as well. I mean, they’ve they’ve giving you perhaps some constructive criticism, and you have that chance, too engage with them one on one and even turned them around. Take that feedback, but acknowledge on appreciate it. And ah, lot of times you know when i’ve responded, teo negative feedback in different ways, i i end up then creating a new, loyal member of my community. That’s a great point. Actually, there is sometimes so much value in turning someone around from someone who said something critical to say to you, but then they’re like, you know what? You really handled this criticism and and open and in a way that wants to move forward, and i respect that and i think that’s like that’s such a big step rather than just letting people shout into the void. Although sometimes you have to let people shout into the void because it’s either something you can’t change or there not shouting at you in a very constructive way. But no, you heard me and you spoke to me and you honored my criticism, and now i’m happy to still be part of the organization. It’s magnificent that’s. Outstanding that’s. So key. I mean, exactly what you said. You heard me, people just they want to be heard as long as it is constructive, right? Yeah. Back-up all right, so we know now we have sort of sense of where we should be creating content which channels. How about trying to optimize and leverage our internal resource is for content creation. So it isn’t just one person. How do we start to get some support? Oh, yeah. You have so much support on your team. They just don’t know it yet way. Empower them. And that’s it’s about it’s empowering them. It’s about inviting, you know, how do you even ask people if they want to contribute in different ways, figure out what may motivate them to want a right technical content or personal content or personal story. You can also go outside your organization, partner organizations. People are very responsive to guess. Posting so inviting people in your community to do guess pose on dh. Just help amplify your messages is definitely possible. Okay, there’s. Some tools. That we need teo, give them to empower them a simple camera or how are they going to start to create the content once they’re empowered? Well, first, i think you need to ask them because i think a lot of this is people don’t people in your organization may not know that there are these opportunities to be part of your content production chain, for example, we have we have a couple of blog’s on our website. One is local history based one is this one’s mine it’s ah, the anglophile british tv blawg, which is basically mean, turning out about down abila twentyfourseven but but there are people in our in our organization who are either big fans of, you know, british tv or their local history nards like find the people who are, you know, kind of nerds for the thing that you’re audiences into because i just started writing this block it wasn’t even part of my job originally, but that doesn’t even feel like work for me because i would do this anyway in my free time, right? But so there are going to be people in your organization who are like that for maybe. Not british tv, but whatever your thing is, so ask them number exactly what megan was saying. Find what motivates people, what would move them, too you to create some content for you. All right, yeah, and i would also just add, be open to what people might have to contribute. So you may not have even thought about increasing, you know, the photography and the imagery that you’re using. But you might have an amateur photographer on your team and making that connection and then letting them just go wild on what they can contribute. Okay? 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 naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent dahna okay. Going wild. Suppose it going a little too wild. And what they contribute is not gonna work for whatever reason out. How did we ever manage this diplomatically? Well, i guess there should always be guidelines in the beginning, right? You should talk about the goals and objectives for what you want to dio and go wild within those goals and objectives. And, of course, as the one person who’s in charge of your content creation, i mean, you’re still going to be the curator and the publisher, so maintain that control, just quality control. Okay? You have to make sure they know that. There’s there’s, somebody who’s who’s overseeing this was curating this and that. And that there’s sort of a consistent brand voice. Yeah. I mean, you’re a brand voice. Sounds very like marquetry, but it xero organization has has a voice that that they sort of used to speak to people. And it should all kind of toe that line. Okay. Okay. Um, any any good stories from inside organizations about having empowered non professional creators? Teo, contribute anything? Well, of course you had yours about. Yeah, we actually have interns like specific interns that sign up to do our local history blogged they’re like local student students from g w or local colleges, and they come to write history stories for us, and they get to go to the library of congress and nerd out in the reading room, and they’ve produced some really fantastic stuff. Okay, cool interns. Excellent. Yeah. Yeah. So we have similar, but we had individual working with us. So we build fund-raising tool specifically for human service agencies on we had someone that was working with us but also sitting in one of our partners offices essentially doing case management a swell. And we realized that she had this just wealth of experience and knowledge in terms of engaging with homeless individuals, and we saw an opportunity to start breaking down stereotypes. We asked her to to write a block posts about kind of a day as a case manager, and it was one of one of our top performing block posts. So that was kind of empowering and discoverable moments within our team. Yeah, outstanding. Alright. Very encouraging, hyre video or you’re doing much with video. We are. I mean, yes and no, there are some is a tv. Station it is but there’s weird internal things about production in our production office versus online production on our team. It’s very boring. I won’t tell you about it, but we do to a local siri’s called not that d c, which is our team’s effort to go out and find, you know, everybody has stereotypes of d c that we all wear, like in taylor pantsuits and and are just like political wonks, but so we made an effort to go out and find groups in our community who were doing very not d c things like the roller derby, for instance, on dh thie, my favorite was floating yoga, which were its people. Who do you go out in the potomac, which i don’t really recommend but go on the potomac on paddleboards and do yoga on the paddle boards? And so we did a whole little segment on them. It was it’s been kind of cool just to see these nitti things going on in the city that people don’t think, does that that’s? Yeah, meghan, any advice around video? Yeah, you know, we do a range of things from working with actual video production agencies that help us tell stories, teo helping our par runners and even ourselves just creating like short, digestible video content all from your iphone s so it’s it’s almost reminding people you’ve got this powerful tool on your phone and you can make great videos. They don’t have to be totally professional. Production value does not have to be exemplary. No people just want it to be authentic and genuine. And so you can push that stuff out there. And audiences so receptive to that. Okay, let’s. See what else? Wait, you were talking about repurpose ing content that we’ve already created, because that will help us not have tto continually generate new content. Megan, stay with you. What would you advice around with purpose? Ah, i would just once. I would just encourage people to re purpose. I think a lot of times you don’t realize spend time creating this piece of content. You share it. Once in, a lot of folks, forget that they can share it again. They can update it a couple of months later. They can add to it with relevant new, timely information. Um, honestly, i sew a quick example of this way. Published this. Post last year around valentine’s day around compassion and where that fits in with ending poverty and homelessness. Um, and i’ll be honest, we just re published that again around valentine’s day this year and, you know, maybe some folks saw it again, but kind of repurpose ing updating the title, updating again with some relevant stats and, you know, it’s five minutes instead of another hour doing hour and a half, creating a brand new piece of content, okay, especially something around a holiday it’s it’s fair to do it again, totally fair there’s so much stuff out there there’s so much people enjoy reading it again. Plus we have new members who who haven’t seen okay, you want to suggest something? I wasn’t i was at a conference last week, and they talked about the idea of stackable content, which i really like, where you take like the spirit of your two thousand word block post or whatever, and that can then become a two minute you know, youtube video it could become an instagram photo it could become a tweet like you khun, take one thing and turn it into six things you don’t need to make. Six separate things you just need to tailor that thing for the place that you’re putting it. Okay, any examples of that? You can share anything come to mind. I’m blanking on a lot of cold medicine right now. Wait till the end, but you’re rallying. You’re doing fine, occasional coughs, but i could turn your mic down quickly, doing fine. Okay, well, if you think of it free, are you solving another couple of minutes together? What have we not talked about? Round content, curation creation? What more can we sight? Come on, i’d say don’t be afraid because some freak don’t don’t be afraid to take risks and to just make something and see what happens. Because there it’s, especially with iphones like megan was saying before it’s so easy to come up with with a video or or just right like a quick block post and have fun with it like if it doesn’t work, it doesn’t work and you just don’t do it again and sometimes things that you don’t know that are going to hit our huge like, for example, we made ah down abby personality quiz a couple of years ago, so sad down abby’s over, by the way and we just basically did it because we thought that it would be something fun to dio, but it was a huge hit for us because everybody else you know, sort of blonde onto it and loved it. And that was also luckily, right? When, like, personality quizzes were thing, but like, you can have fun with it and don’t be afraid to try some of it doesn’t work. Okay, i feel like i’m under pressure now to give you a chance to shout out downtown abbey for a fifth time. Ha ha. You haven’t haven’t quite exhausted your have lots of down. Abby started. It isn’t. I know. I know that way. We’d like to try to learn from some of them out. Anything you got, megan. Anything else that i add another? Yeah, another don’t be afraid. Don’t be afraid if tio publish something that’s not perfect. It’s. Okay. I mean, a lot of especially when you’re a small team. It’s it’s. Kind of about speed, too. Right? Speed, speed and nimbleness. Nimbleness and quantity. A lot of times, too. Especially if you’re like. All right. It’s bog season let’s. Just get him. Going, don’t be scared if there’s a tie, paul hey, you can fix it later. And someone will tell you it’s only definitely tell you, but it’s cool it’s another opportunity to say thanks for reading written blog’s still still very popular. Oh yeah, actually, i think and i wrote the statue because i’m meaning to say it later, but i’m not going to remember it perfectly. Now i think our overall read website growth last year was fairly flat, but we had our two are two sort of nicci blog’s like that was where we saw the biggest both of those increased exponentially, while our actual website traffic didn’t go up that much like the audience is there for things that people are interested in also it’s content you own, which is great. Yeah, i mean, our block is a very great source of really drawing in new members to our community on once they’re there, and once there they feel like they’re getting valuable information, then you have a little marketing opportunity to convert someone. Okay, so you find the block is ah, first first page is a lot of people land on. Yes, definitely that’s how we’re bringing in top of the funnel because we’re creating content. That’s not, you know, hardcore marketing content. It’s educational, it’s, fun, it’s, informative people end up there and they go, oh, this is what’s handup about going to click around. Yeah, okay, let’s. See, we have i feel like another down to now be shot out. E gotta go satisfy my wife for i mean, that is what people used to ask me the most. When i met them, they would be like, oh, i work for w we do local public television, and people would always tell me one of two things they’d be like, i love sesame street, which or they would ask me, what’s gonna happen on down, abby, and i’m like, i don’t know, they don’t tell me, oh, all right, we’re gonna leave with the downturn, abby. Alright, well done, ladies, thank you very much. My pleasure. Thank you, it’s fine. Megan murphy is head of marketing and community at the the fun cool place to check out handup and lisa baugur, interactive content producer w again. Public television, washington, d c cool, thank you very much, ladies. Thank you, tony martignetti non-profit radio coverage of sixteen ntc twenty sixteen non-profit technology conference. Thank you for being with us next week, your little brand that can and the future of email. If you missed any part of today’s show, i castigate you find it on tony martignetti dot com. I need resolution. I need resolution. I don’t know the way forward, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com. Our creative producer is 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 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 posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of 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 dh and no two exchanges of brownies and visits and physical gift. 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Nonprofit Radio for May 27, 2016: Your Online Auctions and Raffles & It Takes More Than A Hashtag

Big Nonprofit Ideas for the Other 95%

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My Guests:

Jon Kazarian: Your Online Auctions and Raffles

Jon_KazarianJon Kazarian has advice to improve your auctions and raffles or help you decide if starting them would boost your fundraising. Also, what do millennials expect from you? Jon is co-founder and CEO of AccelEvents.

 

Marty Kearns & Jackie Mahendra: It Takes More Than A Hashtag

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How do you connect people to your movement? How do you build the capacity of your network to create the change you want in the world? Marty Kearns is founder & president of Net Centric Campaigns and Jackie Mahendra is founding director of Open US Network. This is from the 2016 Nonprofit Technology Conference.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host oh, i’m glad you’re with me. I’d bear the pain of callous isto pile itis if you filled me up with the idea that you missed today’s show you’re online auctions and raffles, john kazarian has advice to improve your auctions and raffles or help you decide of starting them would boost your fund-raising also, what do millennials expect from you? John is ceo of excel events and it takes more than a hashtag how do you connect people to your movement? How do you build the capacity of your network to create the change you want in the world? Marty currents is founder and president of net centric campaigns, and jackie mahendra is founding director of the u s open open us network. This is from the twenty sixteen non-profit technology conference tony’s take two twitter responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com very pleased to welcome, john kazarian to the show. He is ceo of excel events. They do online auctions and raffles to help non-profits raise more money. They’re at x l a c c e l events dot com. John kazarian. Welcome. Thanks for having me. Pleasure. Pleasure. Have you let’s let’s first distinguish between a raffle and an auction? If we can start there? Yeah, definitely. So the general difference between the two is that with a raffle, people are essentially putting tickets into a fish bowl. They’re buying tickets and placing them for the number of items that they want to. When it comes to an auction, there’s a bidding mechanism so there’s a starting bid him out, and then each subsequent person is placing a higher bid for that item until the event ends and the highest bidder become the winner. Okay, people may very well understand that that was largely for me to get straight from for me, because i don’t deal with these that often. I’ve certainly been to them, but thank you for making it a very simple explanation. Now we could be talking about doing this strictly online, or people are still doing physical events or we could mix it up. Yeah, exactly. And what we’re actually seeing is ah, hybrid approach, where people are going to start the process online, get all the items out there, get people excited about it and a lot of people to start bidding then. But then, as our physical than actually begins, it will seamlessly transition into that. Ah, interesting. All right, so are you seeing fewer physical events or or no? Mohr maura tending toward the hybrid? You’re saying we’re seeing more tending towards the hybrid, specifically in millennial space, we’re seeing mohr physical events people like to get together. Oh, interesting. Okay, i’m not sure that that’s ah, intuitively what people would, what nonmilitary lt’s would first think that millennials want. I think the stereotype would be that they just want to do it all online, and and they don’t want to get together e i can see why they would think that but interestingly tends not to be the case. There’s actually, some studies out there talking about just that how many als actually prefer to spend their money on buy-in experience is over buying material goods, okay, okay, and including alright, so including not just experiences for themselves, but they’re actually enjoying the the company of others. Exactly. Okay. Not not to make you a spokesman for i don’t know how many tens of million i don’t know. Seventy, eighty million millennials. I don’t really know how many there are, do you? Do you know what the rough estimate is? I’m not sure what the count. Okay, okay, i know, but i’m not trying to make you a spokesperson spokesman for the entire generation either. But you happen to be the one i’m talking to solve this as these questions car, you’re getting them from a boomer. Okay, so you said, and we’re gonna spend a lot more time to about what? What millennials are specifically looking for around auctions and raffles, but experiences they like so that’s one of the categories of gifts that auction items that do well, auction and raffle items and do well, yeah, i mean within that, too, that we see doing the best our travel and something like going to a sports game or a play hard to find tickets, anything on those lives. But the general concept of going to an experience tends to be that of some sort of physical good that well, as you said, our generation will buy that online. Okay. Okay. You got any good? Uh, ones that stick out in your mind and you? Good experiences that you can recall. You’ve seen clients, uh, offering way. Host the annual fundraiser here in boston. And we do a raffle on. Actually, the reason that we do a raffle over an auction is because when you do have a younger generation that has less discretionary money, everyone can afford twenty dollars, with the raffle tickets. But not everyone can afford two hundred three hundred dollars for a silent auction, right? Very thoughtful. Yeah. And what we try to do is have a grand prize. So this year, we actually worked with ah, company that does five private flight from boston to new york. And we found another company that gave us a hotel room. And we made that our grand prize it’s an experience that you don’t normally get, uh, just did tremendously well, a private flight in one of those accident prone small jets. You mean exactly. No, i would love to do that. We’ll take this too seriously. Okay. John, please. Um so yeah, i mean a private. Charter jet like that from new york to boston. That could easily be i know. Is that a fifteen hundred a ride? If you had to pay market price, i don’t know twice that twice. Three thousand dollar mark. It was a trip for two. So it’s pretty cool package. Yeah, no kidding. How much did that go for the in the auction? Well, so it was a raffle. So that was the right? Oh, yes, okaying. About a third of all the raffle tickets that that were submitted and way had about four hundred fifty people buy raffle tickets. Okay. Okay. How much do you are a raffle? Tickets go for these days? What is it, it’s? Still a dollar each? How does that work? I think it depends a lot on the price of the items, but we’re we’re a big fan of hearing the pricing and giving people an incentive to buy more tickets. Yeah, so give us give us an example. So for that that we did one ticket for five bucks, three for ten and so on. And if you bought one hundred buck sport, the tickets came down to two dollars a ticket and and that’s what we’re pushing people to dio way ended up bringing in about fifteen grand justin raffle tickets? Yeah, outstanding. Okay, well, you know what you’re doing there? Um, okay. Tearing makes a lot of sense. Take what? Let’s, let’s, take a break. We’ll go out a little early for a break and when we come back, you know, i’ll keep talking about different types of items and and how to collect them and what to look for as you’re considering different sites. No, 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. John kazarian is with me, ceo of excel events, excel events, dot com. John, you got any other examples of cool experiences that you can share all of these stories? Yeah, so we worked with a number of different companies. Help actually procure the items and some of the other cool things that we’ve seen. Our cruises. We saw a hunting trip in africa, which is pretty interesting. And, you know, there’s there’s, a lot of easy ways to get your hands on those those different trips and things like that from these no risk providers, where they’ll give you the item to use, and you might have to pay some percentage of that. But you don’t have to pay that up front. You only have to pay it if the eye themselves for more than that. So it’s no risk to the organization. Oh, interesting. Okay, okay. All right, well, let’s, let’s, go there. Since you mentioned ways of movinto ways of getting the the items, how do you find these providers like you just described is no risk providers, there’s a number of them you can google around and find them pretty easily just providers of awful auction and raffle items. Is it that simple? Yep. Ok, usually no risk assignment items. If you google that, you’ll find plenty of them. There are usually when we work with thank you. Heritage heritage. Okay, no risk. Insigne mint items. Interesting. Um, so they put up the item and, uh, you ah, you offered. And if you don’t make enough to pay them, then then the item just goes back to them. Yeah, okay. Yeah, you needed that. Okay, you’re making this a lot easier than that. I think a lot of people realise certainly than i do. I’m used to the, you know, knocking on doors from the neighborhood, the local cos we’re not. We’re not doing that. We’re not doing that anymore. Way still are that’s a big part of okay? Yeah. You know, when it comes to fund-raising there’s, a lot of those local companies that want to get involved, but they just don’t have the cash to do it. But what they can do is donate in-kind ida and through an auction or through a raffle, you can monetize that item and makes the money the organization while still helping them get exposure, which is what they’re looking for. Okay, so local restaurants for gift certificates, things like that, okay, any other? Yeah, some other examples of ah, local local company ideas that we might not think of. So the big ones that we see our boutique clothing stores and, um, fitness especially, you know, with millennials there so into these boteach fitness classes, charlie that’s, what we’re seeing and and the cost is loved to love to donate like a block of crosses and get people in the door, okay? You mean, like spin classes? Something like that? Yup. Spin, boxing, anything like that? Okay. All right, so don’t don’t ignore the local companies. Even while you might be going to one of the no risk providers. I mean, you can keep it local and you can also be global. Yeah, and it allows you to spread out the price point of the items you have to, okay, yeah, for sure. Um, do you let’s say, you mean, you always start with a minimum bid for auction items, right? I mean, you always specify a minimum bid, right? Yeah, we always specify minimum bid, and then we also expect buy-in bid increment. Each bit has to be at least twenty dollars, more than the last yes, by item, okay, right. Or for more expensive items that might be a one hundred one hundred fifty dollars minimum increment. Okay, okay, um, all right, so that’s cool. Don’t ignore the local companies. Any other advice on gathering items? I think if you, you know, if you take both of those approaches, you’re going to be in a great spot on dh. Then, once you have the items, promoting those items is a big part of it. Actually, you know that extended ties into getting the items, and you can explain to these local companies the publicity they’re going to get from those items, going to make them more inclined to get involved. In-kind of compete against the other local companies that are donating. So if you have ah, right, so, oh, excellent. So if you’re getting companies from our donations from local companies, they’re going to be on the on the site, along with the bigger prizes, right? Yeah, okay, what back to their okay link, right, link back to their company website. What else can we offer in promotion? Uh, those big points of it. We also do banners at our events in different things like that to get the word out on. Then just the ability to share those items on social media goes a long way. You can even have the company that’s donating the item repost your auction website a raffle website on their own social media page. Good publicity for that man. For you. Yes. Okay. So, cross promotion. All right, so i’m trying to help listeners, you know, put together ah, pitch basically too. Two two potential donors of these in-kind in-kind gift. People understand what goes into making this ask. Okay, yeah, yeah, i mean, there’s, a lot of pizzazz to it. And a lot of it overlaps with the same ask that you would be doing if it was a cash donation. It’s telling your story, explaining your cause. Your event too. If there’s going to be in a van. But then also making sure that is that the donor understands the benefits that they’re going to get by getting involved. Okay, yeah, indeed. And, of course, if there’s been a history, if this is a on annual event you can share. What the what the past has been like, how many people have come, how many hits the respective sites have gotten? How many auction bids have been on comparable items? Things like that, right? That’s all huge, and we put together a sponsorship package for our events when we do that asking, communicate all that information goes a long way. Ok, did i did i mention everything that you should be sharing? I mean, you’re in this you’re in this business, anything you want to add? Yeah, i mean, ah, well, when it comes to the data, certainly website hits are important, unique users and just general hit uh, you can see the same information if you’re selling tickets on a vent, right, or just the publicity that your facebook of that might get or if you were able to get any pr news articles written about you sharing that’s also a great way to spread the word are these are these events? Are you typically just auction and raffle nights? Or are they? The auction and raffle is part of some larger gala dinner dance type thing it’s the ladder thie event itself that’s what’s bringing people in the door ok, you’re using the the event or inside the auction of the raffle to actually make more money that night? Because otherwise, most of money has been made from the sponsorships for from the ticket sales. This is a way to actually make money that night and it’s a nice way to get people involved and keep them involved throughout the night. It creates excitement to me as the auction items are are going hyre and the people getting notified about the bid that that outbid them and you know they’ve got to get the next bit in me, and that creates a buzz, right? Absolutely the way we do it with our platform is there’s ah paige, it’ll go up on a monitor, a projector, and it has a countdown time so people know how much time they have left to submit more bids or toe by more raffle tickets, and they can see which items are have most raffle tickets or which items have the highest bid, and they compete in real time and the other part of it is when it comes to outbidding we do it through text message so soon as you get out. Bid for an item. You can see that on your phone. Submit a new bid, and it creates a little bidding wars that drive the prices up right. And meanwhile, this war is projected on a screen that everybody’s watching, right? Yeah. And what? That screen is cycling through the different items. Is that how it looks? Yes. It’s cycling through the different items that showing how much money has been raised that night, how much time is left? Ok. And meanwhile, like the host of the evening is reminding you, there’s just two and a half minutes left to get your bid in, right? I mean, we’re building us all up together. Yeah, we suggest for the events that have a p a system that there that get on the mic a couple times at night or have the deejay do it and keep encouraging people. Teo continue bidding. Yeah. Okay. I could see how that would be very exciting. That’s cool. All right. And also reminding people that all the money that they’re bidding is going to the cause and just keeping that focus. Okay? Absolutely. And then i imagine when people win these bidding wars there’s like big eruptions of applause, right? Yeah, a lot of fun. So you’re out of one of the events with our platform. You’ll see people pulling out their phone at everyone’s phone goes off at the same time and looking, and then you just see little groups of circle or around everyone who won tonight and a lot of fun to watch. Okay, yeah, cool. Now, if you are looking at providers of this type of functionality, what are what are some of the things that you want? Oh, compare across platforms. The first question is whether or not you want a full fee, full service platform that’s going to bring people to your event and run the whole thing for you that usually starts in a couple thousand dollars range. Or if you want to provider who’s got to do more of a do-it-yourself model. So they’re giving you the technology. But you’re loading your own items in and people are using their own devices. That of bringing hardware and those events can start way started forty nine dollars in the back. So it’s a pretty big, pretty big difference in the price point. Yeah, okay. That’s a very broad. Range and then up the higher end. There are companies that will actually come on site and help you run the event. Yeah, there’s a handful of those companies out there and some of them even bring their own hardware to your event. Okay. Okay. Interesting. Very good. Um, now, focusing now, this part on millennials, i expect a very seamless and easy method of payment, right? Yeah, exactly. And millennials? I mean, they have their device, their iphone there droid in their pocket. They’re not expecting to carry around another device to payment all night. And they’ve already got their apple pay and our credit cards stored on their phone. So they’re expecting to get a lake, indicate about it and be done with it. Okay, no, i see that. What about people who are at these events and or participating beforehand? Like you described on dh? They’re older is there. Is there a swipe method available at the event or or now? Yeah, so they can. They can go to what we call him that volunteer. So with our system will set it up so that you know, thiss person or a handful of people who are volunteers at your event, walking around an ipad or even their own phone and they can submit bids on behalf of others. Okay, okay. So can handle payment for that. Well, okay, because there are some people you know, you hear this that are still risk averse about making payments online. Inevitably? Yeah. That’s. I mean, it’s naturally changing over time, but it’s certainly silicates that. Okay? Yes, but they’re not dying off that fast it give it. Give us a break. I’m not among that crowd, but i hear it. Ah, okay, no sharing you mentioned. You mentioned important to sharing, but let’s say more about that. If you’re if you’re comparing across platforms. Yeah, i mean, it goes backto for every aspect of it, really being able to promote individual items or your events auction or raffle page online is huge on dh. The nice thing about being able to share individual items is that if i’m one of the event attendees or from one of your donors and i’m flipping through and i see this trip to go hunting in africa to use that example again. And i have a friend who i know would be interested in. That with the click of a button, i can post it to their facebook wall. So the larger your audience toe well, spread your word personalized. Yeah, without, without having to know the larger scheme of what the event is and what the charity isn’t. All just just sharing that individual item. Yeah, huge. Okay, okay, as well as opera, obviously, the opportunity to bring bring friends to the to the event or two, you know, to the larger cause. Yeah, and then you get a piece of that is it allows people who aren’t able to actually attend the event to stay involved, participate to give back to the cause. They can continue to bid online orbit from their phone, even if they’re not at the back, or even if they leave early. Yes, ok, right, so okay, well, makes a lot of sense very good, very good. What else should we be comparing across platforms? So another part of it is whether or not they have a nap. Now, i know i already have way too many app on my phone. I bet you do too, and i don’t want to download another app that night. Use up my deed. Uh uh, the ability to have ah, mobley optimized web page and to be able to use text message something that, no matter what generation you’re in you’re familiar with goes a long life. I’m keeping the simple. Okay. Okay. Very good. Um, let’s see? All right. Uh, support support is obviously going to be important. Yeah, we all know that when it comes to pulling off your events, the last couples of ours are stressful, that’s inevitable. Having someone that you can call, no matter what time it is, i mean that’s very important. It’s it’s. Just a a little bit of a relief to you now, it’s. Not necessarily the case that you know, it’s not because something’s broken it’s just you’re gonna have a lot of questions. It happened having someone there is very helpful. Okay? And of course, these events are nights and weekends too. So you want you want that? Degree of support. Yeah, yeah. For us, we see about eighty percent of our events on thursday through saturday night. Yeah, all right. So there needs to be support those those kinds of ours. Okay, let’s, talk about, you know, behind the behind the scenes, the the dashboards and that you need for the for the management of this. Yeah, definitely. So it starts with your event set up having an easy to use dash for that allows you to upload all of your items being ableto add pictures, being able to generate sheets that display the items. So even with with an online auction or ah, mobile auction, we still encourage our event host to put together thes pieces of paper to have a picture of the item in the description and put them out on a table somewhere for everyone to say and our system will generate those for you. So that’s one helpful piece. Another aspect is setting up your payment processing there’s a lot of great payment processing options out. Their price point for them is pretty similar across the board now, so that, uh, well, easy set up their helps to and then when it comes to running the event you want to know. Who’s paid once the winners have been notified. And if you could see a doctor for that shows you who’s paid you know who to give the items, too? So they could get out of there. You can keep the lines. Sure. You know, hospice swiping credit cards at the end of the night? Yeah, on dh swiping credit cards at the beginning of the night. To that. People don’t like that line. Now. Now, i mean everyone’s excited to get into the van often to get a drink. And no one wants to wait twenty percent decline to do that. Right? Okay. Anything else that you should be looking at? Technology wise, support wise and his mother. Yeah. There’s. Other features that you see in there do you have a donation page or no donation? But and on the on your online auction, paige, how customizable it is. You want to be able to brandon and put your logo on there just to keep all of your messaging consistent. And then also it’s nice to be able to in bed that that bidding page in your own website? Oh, yes. Okay, all right. So now, on your on your dot org’s site, there’s a. Ll the auction items and raffle items were there that what you’re talking about? Yeah, exactly. I mean, your people know where to go, so no reason to send them in a couple different directions. Okay, excellent. Yes, right. Zumba, everyone place, um, is anything more you want to add about what millennials are expecting? That we didn’t. We didn’t touch on. I think we hit on the big pieces of any mobile mobile payments. Definitely, i won’t. The important part, you know, the other thing is just that in the morning. All generation people are so connected today, even if you’re unable to attend an event or didn’t even know about it. And then you’re gonna have friends who are now chatting. You might google att that night, even if you’re not there, you might come across that auction page and see that it ended an hour and realize that you can still participate in and well, the organization benefits benefits from that. You okay? John? Yeah. Okay, so it sounds like a minor earthquake, but you’re okay, alright, i get it. Okay. No headlines coming out of boston. All right. Um okay. We have just like, a minute or so left. What thoughts you want to leave people with that we haven’t covered. Yeah, i think i go out there and collect those items. Check out some of the options available online. If you’re struggling to find items. Uh, be sure to keep sharing the story in the mission that you’re going after when it comes to collecting items and also emphasize the web presence and the in person presence that the donors are going to be getting by contributing to your auction or apple and then make it easy for everyone. That’s pretty much all there is to it. Okay, you make it all break it all down very simply. Thank you very much, john. Thank you. My pleasure. John kazarian, ceo of excel events coming up it takes more than a hashtag first pursuant and crowdster pursuant has online tools to help you manage your fund-raising one of them is prospector using your existing data you’ve already got it to find your most upgradeable, most likely donors, tio dahna make hyre gift they’re going, they’re going to be the most likely to increase their giving from the fifty dollars level to the thousand dollar level the thousand dollars to the five thousand dollar level. These are the people you want to focus on prospector will help you identify who they are that focuses your time on the right people and obviously then helps you raise more money. It’s, the prospector tool at pursuant dot com over a crowdster you know them for simple peer-to-peer fund-raising sites that are easy to set up. They’re elegant looking sites easy for youto managed the campaign easy for your donors to navigate and bring their friends too easy for everyone. Good looking everyone ends up impressed and they have the apple pay. John was just talking about catering the millennials apple pay feature crowdster dot com now tony’s take two twitter twitter is a great way to get me if you want to engage with the show sometimes there are people live tweeting the show happens occasionally using the hashtag non-profit radio but more often it’s people getting me in between, you know, just i’m at tony martignetti ah, i’m pretty active. There are days when i spend a lot of time, days when some days when i spend less time, but i’m always looking at the twitter stream either live or looking back a couple hours or maybe even a half a day, but i’m paying attention to it, so if you want to feed back at all about non-profit radio, you want to get me for some reason, i mean scharpnick can use email tony attorney martignetti dot com but twitter is also a very easy way. Teo catch me and i’m spending a lot of time there. That’s tony’s take two live listen, love i believe i neglected live listen love last week and i don’t know why you didn’t berate me. You could have used twitter at tony martignetti to break me or maybe you did, because we’re pre recorded. Uh, how could i’ve forgotten live listener love podcast pleasantries and affiliate affections last week? I don’t know how that happened live listeners, you know how you who you are, you know you’re there, we know the places you are coming from, you know where you’re coming from because you know where you’re sitting and that’s your there so live listen love to you at that place each of you podcast pleasantries for over ten thousand listeners doing whatever it is you do while you listen to the show on whatever device and at whatever time very grateful for our podcast listeners pleasantries to you on our am and fm affiliate stations. Listeners across the country so glad to have you affections, affections to our many affiliate listeners in our many affiliate am and fm station duitz here are marty kearns and jackie mahindra from and t c just a couple of months ago. Welcome to tony martignetti non-profit radio coverage of sixteen ntc that’s twenty sixteen non-profit technology conference hosted by intend the non-profit technology network. We’re in san jose at the convention center. My guests now our marty kearns and jack eva hendra marty is founder and president of net century campaigns and jackie is founding director open us network and also a partner at citizen engagement laboratory. Marty. Jackie, welcome thanks, tony. Think standing pleasure. Pleasure to have you both your session topic is it takes more than a hashtag to build a movement network building for change, jackie let’s, start with you. What do you think? Non-profits maybe you’re not getting quite right about network building. Why do we need this session? Sure. So when marty asked me to be part of this conversation, i was really excited because i’ve been spending about a year and a half working with leaders within a network that i’ve been convening called the open us network, the online progressive engagement network and the reason that we’ve been building this network and thinking a lot about how we move forward together to tackle our longer term impact is that oftentimes were siloed within organizations, especially when we’re moving at the speed of technology when you were in that twenty four hour news cycle tried to start campaigns and win campaigns. We’re not always thinking about the longer term obstacles that are keeping us from having the kind of impact we want to have, and so networks are a way for us to be able to see our resource is across organisations and think about we’s toe move forward together that get us further than we could alone. Okay, marty, what are we talking about? A network? Maybe we should just define our terms here. What? What do we mean? Yeah, no, i think that’s a good question for off the back. Yeah, right. No, no, no. Already smooth for ah, for for us networks are not. We’re not talking about the computer networks that you typically think about at a technology conference like and then we’re talking about networks of people. So the nodes in the network, the individual components, the network, our people and how those people are connected to each other is the place where we try and focus there’s i think when you think about networks of people and a lot of organizer’s say that they’re going to build a network to create change. Often when you push on that when you ask the questions, but what does that mean? How do you how do you build the capacity of that network that’s where they struggle and what we’ve done over fifteen years of trying to figure out exactly what of those ties between people? How do we make those ties stronger? And how do those stronger ties between people lead to greater social change? So, talking with jackie, you know, her fellowship program, uh, she’s been she’s been identifying who are the key people that need to be together to create the change that she wants. And she’s been investing in exactly the kinds of things that net centric campaigns focuses on social ties, communications grid. All these elements that give that network a capacity to create the change that she wants. Okay, is this is the place to start this with the reason as answering the question, why are you creating a network? Why do you wanna have this network that you don’t feel you? You have now? No, that’s, not the place. I know. I know. I mean, i you know, i think i think the place to start is, you know, when we think about loose networks of people and we think about the social change, you know, whether some of the cases that jackie brought up some of the groups that she works with the people come from black lives matter. They come from the women’s group, they come from lgbt community. So they come from all these different communities and they recognize there’s not one boss there’s, not one big organisation that is going to be that movement. It really is a network that is, that is at play creating that change to start the story, you need to start to say, okay, how do we how do we make that stronger without trying to build a new organization? How do we build that now? Okay, so how do we build the connections across organisations and communities that already exist? Make so is our is our network a network of networks? I mean, okay, right. Black lives matter, lgbt center. Are those not networks among themselves? Those air movement, though xero comments and within those movement there are people connected to each other. The question is, how powerful are they connected to each other to advance that cause? Okay, and we want to enhance those connections. Build those country, jackie yeah, i could make it a little more concrete for a moment. So back in twenty thirteen, when we started open us that’s a disengagement lab and with many of our field partners, including move on dot org’s we thought, you know, we’re at an interesting moment in the field of technology fuelled campaigning where it’s been almost two decades since the first move on petition and what could we really see about where our field is headed and where we want to go? How do we think about are longer term strategic opportunities? And so for us, part of coming together and beginning to form a network was really having a space to step back and reflect outside of the day to day of our really busy rapid response campaigning cycles. And so having that kind of learning space having that human connection where we could actually say, oh, i know marty’s working on this, i’m also working on that from my perspective. How do we think about our collective resource is differently so that we’re not just kind of doing our own thing and our silos, but actually coming together to strategize and identify places where we could go deeper see what’s comin exactly and where we can grow from from the commonalities? Yeah, when we start similar to that often will start a process and say, ok, imagine you’re the governor or the president or, you know, five years down the road, host of non-profit radio five years down the road, this is going phenomenally the your work is achieving everything you wanted it to achieve, and you’re going to throw a party, you’re going to say all the people that made non-profit radio a huge success that increased its impact and, you know, helped us transform the space. We’re gonna invite them to a room and have a party and say whoever you invite comes, who are those people? How many dozens, hundreds, thousands of people become, you know, are part of that party, that success party, if that’s, if those people need to work as a network, they need toe work as a network to make you succeed where? They now and how are they connected to each other today? And then you can you can start to say okay, well, they don’t know each other. They don’t they don’t have each other’s contact information, they don’t have common language, there’s no, they don’t trust each other. And what what we do is we try and try and build back from that vision of this network comes together to create the change that we want. And we need to understand well, what are the pieces that need to be in place for that network to accomplish that and that’s that enables us to be very specific and very deliberate in the way that we build the power of that network to get to that end result? Okay, what are what are some examples of jackie, other organizations, networks that are out there? Sure. So one of, well, one of the examples first of work that we’re doing in the open us network that’s become something very concrete that we can share is the kairos followship and this is a case study that we shared during her her session today where, you know, groups that came together to identify their obstacles we’re saying, why don’t we stop talking about our racial equity challenges and diversity challenges? Is a field of digital fueled campaigning and start fixing that coming up with solutions? And so one of the efforts that we’ve launched this year called the kyra’s followship is about bringing in and training up the next generation of leaders of color and digital campaigning, and the way that we’ve approached that as a network is to think about, you know, we may not have all of the resource is here within the eighteen organizations gathered in the room, but there’s a larger field that also shares this challenge. And so now that we’ve developed a shared vision and shared language about what we’re trying to do, we can go out there and find new resource is and new points of common interests and bring them into what we’re doing. And so we just launched this january, we’ve got fourteen fellows on the ground and organizations across the country, from sierra club to mozilla foundation to black movements on the front lines of the movement for black lives like dream defenders in florida and it’s creating kind of a network effect across those organizations, as well as within our own open us network where we’re kind of strengthening our collaborative muscles by doing this work together. There’s gotta be a lot of trust across the across the partners because, i mean, it sounds like potentially there’s maybe requests for funding for this network that we want to create there’s it’s going to be some degree of leadership management, if not if not a structured leadership, and so these are all grounded in trust way need to we need to trust each other, right? Yes, i mean, so. So another example of one that we built was is the halt the harm network. This is a network of people say to get halt the harm network, it focuses on supporting the leaders who are fighting the harms of fracking and gas development. About three years ago, we started with what we call network opportunity assessment, where we interviewed people from across the field and tried to see where the different camps were in the folks that we’re dealing with the harms from fracking and gas development. There were people who wanted to do bans they wanted to ban like they did in new york. They wanted a moratorium. No fracking in new york in, um, in other states like pennsylvania, where fracking already existed, they wanted much tighter regulations. Some townships wanted to ban it, and there were a whole variety of opinions in between these two spaces. What they found was that there were there were some good national coalitions that worked on bands or that worked on heavily regulating fracking and gas industry. But those people in those camps didn’t really talk to each other. There was some frustration between the two camps, so halt the harm network was really designed. Two attract people from both camps. Tto bring them into some common space in the network by giving them services, but not by giving the money because, you know, there’s. A great saying what? One of my one of my staff members from the south you say, you know, all hungry dogs will get along until someone throws a stake in the yard. Money is not. Money is not a really good hook for building a network. So so you try and think of other things that the more that people use them, the more powerful they get things like media list things like outreach tools, so the more the more that they get used, the more powerful they are, the more people want to use them. So that brings the people to the table, they get something of value when they show up. Now there, there. Then you have to say, well, how do we start toe wire them together? How do we build trust? So we throw happy hours at conferences, we we introduced them to each other, we make sure that we’re capturing data about what they’re working on, how they’re doing their work so that we can share it with others. The privacy policy on our pages are very different than most non-profits they say, you know, maybe even your non-profit as has, you know, well, we won’t collect any information on you, and if we, you know and will never share it with anybody else, that’s that’s a problem when you’re building a network, you want to collect as much information as you can on people, and you wanted to share it with the others in the network so that they can figure out where their common ground is. So through those through those steps were going to say, okay, do we attract the right people? Are we getting the right people to come into snusz halt the harm network? Are we getting people from both camps? Are we getting them from new york and pennsylvania? Then once they’re there, are we able tto see that see them starting in, connect with each other there, finding each other’s profiles, they’re participating in conversations together, they’re going to happy hours together and then finally, once they’re they’re connected for this first time, do they want to collaborate and do things together? And how can the network support those collaboration? So so it’s really about attracting individuals people into a network by giving them service? Once they’re they’re in the network, connecting them powerfully to each other and waiting to see what these leaders do as they want to drive that social change for sort of attracting, connecting, and then maybe call it assessing supporting them, supporting them as their mourning for way have to be solving problems with and for people not not on their behalf, but i think if leaders are coming together and seeing the network as a place where they can get questions answered where they can get things done together, that they couldn’t do alone. That’s when you really start to see ah hyre level of buy-in an investment of time and resource is that it will take to make the kind of change you’re trying to make. Okay? Yeah, good, you know, i mean, i mean, just picking up on that, i think i think it’s really important latto people build networks and they think, oh, people come, you know? And i think it was clay shirky who had that thing every network needs needs a promise, a tool in a bargain, you know, and and those those three things. So when you show up, if you’re part of this network what’s in it for you and it’s got to be clear and apparent from day one and it’s gotta always provide value then the second is, you know, what’s the tool, how are you going to connect with each other and then what’s the promise if i stay in this network and it’s, you know and and i contribute that’s the bargain, i give it my data, i give it some information about what i’m doing what’s what’s the problems that’s gonna come out of that? I’m gonna be able to collaborate with new people and get more campaigns and more good work done. So, you know, if you think about those themes that’s, a really important kind of design approach to social change and very, very different from traditional organizing and an organizational building. 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 or 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. 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 jackie what’s some of the sum of the value that marty was just alluding to that we come out of these network. Yeah, that’s a great question. So for us, the example of the cairo small ship is one really concrete one where a lot of organizations air hitting a wall on hiring it’s really hard to find talented digital campaigning staff have the skills to just hit the ground running, experimenting, trying things. So this is really solving a challenge for them around hiring and that’s one reason why it’s been an effort that a lot of organizations have poured a lot of time and money in dollars and and vision into right? I think other ways that were starting to address that is building community amongst technologists who are often kind of undervalued or under restore resourced within their organization with a nonprofit organizations. And so even creating a learning community is something of value to them where they actually get to step back from their work a little bit and say, how are we thinking about the next stage of email advocacy or movil advocacy? And where people are today versus where they were ten years ago? Right. Okay, marty, anything you want to know about the value is value proposition no, i mean, i it’s a great test, you know, it’s a great test, if you know otherwise, the network is going to start tio lose members, right? Right, right. I mean, think of all the networks you start to join there’s a promise. So it’s going to be great and then you’re like, hey, this isn’t panning out for me. I’m out of here, you know? So so i think i think approaching it that way is very different from building brand affinity or something like that that an organization does it’s got to be valuable to you today in your work and what you’re doing for you to keep coming back. Okay. Now, as part of your session description, you had seven elements of network design. So xero this was an e mail. Sounds like click candy, you know, check my block post seven elements toe you know, ever. But have we hit on some of these? Are there some that we haven’t discussed? You want to go into a lot more detail on you? No way have. Ah, pneumonic that we use to remember, which will help was it? Seven crocodile crocodile is crowded very slowly around food. So the the idea is that there’s, you know, have lunch today is the second time you’ve brought in food. Yeah, the crocodiles weinger you know, i have a lot of good it does feed you. Yeah, yeah, yeah, yeah. Okay. That’s, that’s, that’s my payment, i think. Okay, well, well, we’ll work for food. So so yeah, the one element. So? So we don’t talk about the different types of roles in a network that types of actors in-kind a network that which is, i think, an important distinction, and we didn’t talk about feedback mechanisms and how important feedback mechanisms are looks a little time with so let’s start with feedback mechanisms because that’s that’s i think probably the biggest failing of the nonprofit sector networks. Feedback mechanisms are the only way that not that networks get smarter if you have a business or you have an organization, people report up, you know, they report they take the lessons learnt and they give it to middle management, and then they give it to senior management. Senior management says, oh, that’s a good lesson. And then they distribute it back out to everybody in the organization and a network that’s really flat. You have to say, well, how are we gonna learn? How are we going to know what’s working and what’s? Not and that’s that’s where the role of feedback mechanisms come in if you think about traffic on your way to work, you know what you have is a feedback mechanisms you, khun c o there’s ah there’s. A two hour delay on the road here, you know, like, well, i got to go anyways, i got to get up earlier and go there’s no central traffic authority that says you’re not allowed to drive. You know, on this road today other people may decide well, just telecommute. I’m going to avoid the traffic jams so feedback mechanisms enable each individual user to get smarter in our sector. You know, we have people that are that are that are being convinced to come in and do good work work every day. But we don’t actually have that data what’s working today. How are we recruiting? New people toe work on climate change today because all of that information about why they joined his segmented it out into the fifty different groups that are trying to recruit people, you know, in the in the new york stock exchange that that that network works because there’s a there’s, a there’s, a ticker, you could see this cos we’re going up on these air going down that starts to tell us where i should focus my attention and the non profit sector. We don’t have any of that, so it’s very hard for us to learn lessons it’s very hard for us to iterated quickly and improve, and when you build a network that’s, one of the things that we really try and do is what the feedback mechanisms that this network is going to travel. So what are some of them, jackie, how do we how do we overcome this? Sure, i’d love to hear from marty about if we had a breakout conversation just on that topic that i wasn’t in, but one of the ways that we tackle that with an open us is really baking in surveys and also qualitative feedback into every session that we do, whether it’s a three day in person convening or ah, training that we’re doing. We tried to make sure there are opportunities for people to say, hey, this is this is what’s working for me about this or, you know, actually we can’t do video conferencing because no one knows how to do it or whatever it is, right from the very basic to the what are the large themes that we should be talking about? Should they be more on the infrastructure side of how we grow our organizations or more on campaigning like, are we actually gonna get money out of politics today? The breakout session, there were some great examples. One of the mid food banks for a big state, they kind of supply chain for all the food pantries, and we talked about, well, what happens with your data about what people are ordering, you know, is there a shortage of peanut butter? Is there a surplus of of ah, diapers? And the idea was not not to just for central management and on that, but to reflect that back out to the network so they could see a dashboard across the state of where the need is. That would be a prime example of a feedback mechanism that would make that network smarter and more effect, you know, and they have the data, they know what they’re they just it’s not reflected back to the network so that, you know, i think those are the kinds of examples that we look for buy-in in campaigning, we look att trying to reflect back how much it cost to do advertising to bring people into the campaign and instead of just your central management person knowing, well, i spent, you know, this amount of money on change in this mountain character care dot com and this i care not organ and this much on google ads and never sharing one cost forty cents and one costs eighty cents and the other cost two dollars, you know, the network never gets smarter, that one person gets the data, but it’s not shared across the network. So what you want is you want you want feedback to capture data that we’re already getting and mirror it back to the network so that different people can interpret what to do with that data on their own and it becomes part of value becomes part of the value, right? Exactly. Exactly. I’m learning, i’m learning. You gotta give me a break. No, no, no. I think it’s forced it on me. You’ve been thinking about this for decades. Jackie let’s, move teo to some of the roles within i gathered on i suspected this that’s. Why? I kind of head julie when i talked about management. Or maybe, you know, i mean, there is no management, so but now marty is confirmed. You know, it’s, we’re talking about more flat organizations, but there are still defined roles. Help us out. Yeah, i think every network has a slightly different structure, or at least there are many different flavors of networks that marty’s built that i’ve been a part of. So with open us, one of the structural elements that we have that’s worked really well, actually came from mirroring the open network internationally, which is the online progressive engagement network. And they started out with a ko convener structure. So as they came together for the first time to kick off a sisterhood of digital campaigning organizations, they said instead of one person saying here’s, the agenda for the conference here’s what we’re going to do when we get together let’s actually bring in the heads of you know that the largest digital native organisations in the world and say, what are the questions we have? And so it’s sort of like having a governance structure, but also a convening structure that’s wider than one organization was critical to the dna of open and then also open us which kind of borrowed that structure. Some of the other ways that we have for people to really dig in together on the work is called trojan mouths working groups. And so this is ahh sort of experiment in experimentation and for us, instead of spending years building that perfect trojan horse that you send across the wall, maybe it works and there’s a huge coup and everyone celebrates, or maybe it fails and you’ve spent years building something that didn’t work. We try to be more literate, ivo, and say okay, well, this is a need we have is a network, how do we test it quickly? And so, trojan charge in mice are a sort of framework for us to do that, and we have people who step up to say, i’m going to lead that trojan mouse so it’s sort of like a working group in a traditional coalition setting. I just like the metaphor of the trojan mouse explains it very well. Alright, alright, how they got cholera, and of those old castle. My goal is to spread diseases quickly. Hyre out in victor. Okay, we’re going to wrap it up. So, marty, i’ll give you a last word. Would you like to leave people with this network’s idea? I think the most important takeaway is that both from our session today and and our work in general is that networks are our structures. You can actually understand them, and you can build them very intentionally. And when you build strong networks that’s how you create social change, i think networks have kind of gotten a fuzzy term around them. Oh, a thousand flowers bloom and they’re uncontrollable in their viral. Well, that’s that’s one way to think about networks, but networks are very controllable, and there are great mechanisms for supporting social change. So the more that we could get people to kind of think about that think about this the discipline and the approaches to network building. I think the better we’re off, we’re going to be a second. All right, thank you very much. Marty kearns, founder and president of net century campaigns donor-centric campaigns. And jackie mandra, founding director of open us network and a partner at citizen engagement laboratory. Marty. Jackie, thank you so much. Thanks for having us, thank you, tony martignetti non-profit radio coverage of twenty sixteen non-profit technology conference. Thank you for being with us next week. Monisha ca piela returns with managing up. If you missed any part of today’s show, i berate you. Find it on tony martignetti dot com. Please help, please help! We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits. Now, with that apple pay crowdster dot com, why did you say that apple pay like it’s foreign to me now with apple pay crowdster dot com, 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. We 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 posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts, tony, 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. 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Nonprofit Radio for May 20, 2016: Fundraising and Finance Friendship & Your Modern Digital Team

Big Nonprofit Ideas for the Other 95%

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Rich Dietz & Dan Murphy: Fundraising and Finance Friendship

Abila has a study about the challenges between your fundraising and finance folks, and the opportunities for collaboration that will make your nonprofit a happier and more productive organization. In the ring are the study co-authors: Rich Dietz, fighting in the fundraising corner, and Dan Murphy for finance. How do these pugilists make peace?

Rich Dietz
Dan Murphy

Misty McLaughlin & Michelle Egan: Your Modern Digital Team

Misty McLaughlin & Michelle Egan at 16NTC

What does it mean to be a native digital nonprofit and what are the advantages of making the transition? Should you? Misty McLaughlin does organizational development at Jackson River, LLC and Michelle Egan is deputy director for marketing and engagement at NRDC. We talked at the 2016 Nonprofit Technology Conference.

 

 


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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. Oren louis sample ward, amy sample ward, our social media contributor and her husband, max had a baby or in louis, mom and baby are home. They’re doing great she’s not going to be with us for a few months, but she wolf course will be back. Some people do anything to grow the non-profit radio audience congratulations, amy and max very thrilled for you. Welcome oren lewis, your first major award of your life, our non-profit radio listeners of the week oh, i’m glad you’re with me! I’d be stricken with lim fangio and dauthuille yoma! If you floated the lymph idea that you missed today’s show fund-raising and finance friendship abila has a study about the challenges between your fund-raising and finance folks and the opportunities for collaboration that will make your non-profit a happier and more productive organization in the ring are like study co authors rich dietz fighting in the fund-raising corner and dan murphy for finance. How do these pugilists make peace and your modern digital? Team, what does it mean to be a native digital non-profit and what are the advantages of making the transition should you? Mr mclaughlin does organisational development at jackson river llc, and michelle egan is deputy director for marketing and management at the nrdc. We talked at the twenty sixteen non-profit technology conference on tony’s take two our new promo riel we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations. Crowdster dot com very pleased to welcome excuse me, rich dietz and dan murphy to the show rich dietz is director of fund-raising strategy for abila he has spent the last twenty years working with and in a wide variety of non-profit political and government organizations, as well as technology companies focused on the nonprofit sector. Dan murphy is product manager for my p fund accounting at abila he has an extensive background in financial management with degrees in finance and accounting, and over ten years of non-profit accounting experience and he’s bored treasurer of a non-profit in austin, texas rich, welcome back. To the show. Dan. Welcome to non-profit radio. Thanks for having me here. Pleasure. I did. I mr pronounce the name of the company that when i was first introducing its abila abila abila that is correct. In case i didn’t say that in the in the opening, that is the correct pronunciation and it’s a b l a. Okay, dan, you’re on the on the finance side, rich on the fund-raising side. Rich let’s, start with you. What was this study about? Fund-raising and finance all about why did you feel it was necessary? Yeah. That’s. Kind of interesting, though. You know, as a software company focused on the non profit sector, we have products for fund accountants. You know, for accountant, we have products for fundraisers, and dan works mostly on that finance side. I work mostly on the fund-raising side, we we we realized we’re not collaborating amongst ourselves, even here at the office. And then dan and i started talking, and we’re like, hey, we have all this all this anecdotal evidence from our past working at non-profits of this sort of adversarial relationship. And so we thought, hey, let’s, get there. Especially get to what’s. Going on and actually ask non-profits is this, you know, collaboration? Or is it really an adversarial relationship? So we surveyed a fourteen hundred non-profits and we really wanted to dig into what is this perception of collaboration what’s the biggest challenges on maybe some way that we could, you know, help that that that collaboration actually increased. Yes, dan, a perception of collaboration. It’s it’s not really all that collaborative, a lot of people feel that’s, right? Yeah, it actually turns out that more than half the fundraisers that we, uh, surveyed, as well as almost half of the financial professionals, thought that their relationship with their respective collaborates other departments was either not collaborative or very little collaboration was happening. So we saw there’s a lot of room for opportunity, both in the actual collaboration processes, as well as the perception of whether collaboration could be a value to the organizations that is very glass, half full of youto recognize it as an opportunity rather than r r these kids are key departments are not talking to each other on and there’s also some very interesting differences across the generations, which will, which we’ll get to you very shortly. Um okay. What? What are what are some of the problems? Let’s us stay with you. Dan knows what’s. What? What’s causing some of this lack of collaboration, sir. I mean, there’s a lot of contributing factors to you know why these organizations may not be collaborating as much as they could. They have different reporting metrics that they’re using to evaluate their success and their their progress toward their milestones. Some of them, you know, have very distinctly goes, especially on the financial side. You know, we talked about gap. We talked about cosby and there’s. All these other acronyms that we use that our counterparts and development may not be used to using may not understand very well as well. On the fundrasing side, you know, there’s there’s also the very specific acronyms and different ways of speaking that maybe a little bit different than what the finance side of the house is used to. And then just in the top. You know what? One sector down. Now we have joined in jail on tony martignetti non-profit radio. So already you, the finance trouble guy have ah, you’ve transgressed. What? What did you have to tell us? What gap and fast b stand for everybody doesn’t know. Okay, yeah. Gases generally accepted accounting principles. So it’s kind of a principal guiding philosophy of accounting in the united states. And fast because the financial accounting standards board and their governing agency responsible for regulation of accounting practices. Okay, thank you. So we’re trying to bridget tronvig? Yeah. Okay. We’re trying to bridge the gap here. That’s, right? Let’s not make a warrant and you make it work. So it just in daily activities that the two different development and finance department have very different priorities. So, you know, one side of the house is tryingto raise money to make sure that the organization can continue to find its activities and expanded commission on dh. Then, of course, the financial side of the house is wanting to make sure that the resources of the organization are responsibly managed. The finances are adequately classified and reported the stakeholders so just two different philosophies to achieve the same mission organizations trying to achieve rich over to you. The even metrics. Right? What? What metrics the two different sides look at are very different. Yeah, and this is interesting. Dan and i spent a lot of time talking about it because it first, so so we asked the fundraisers and the finance folks what’s your top five challenges and all that stuff and metrics and reporting was in both of their tops five and it was different metrics and reporting at first we were like, oh, wow, that that could be a problem, but then as we dug deeper, we thought, no that’s, actually, right? I think the fund-raising teams and the finance team should have different metrics and reporting, they’re actually reporting on different things. The problem is when we don’t have common goals and and overarching goals that both of those metrics and reporting feet up into and so when we get into the recommendations in the report that’s where we really start talking about joint goal setting before you even get to figuring out what you’re going to report on figuring out what the over our goals of the organization are, and then how to both those departments feet into those overall goals, we think that’s going to help overcome a lot of those, those differences that that people are saying a greater understanding way we need to meet. In the middle and there’s a lot obviously that’s in common. Now everybody wants to advance the mission. They wouldn’t be there otherwise, but but let’s let’s find what’s comin and understand what’s outside the common areas for exactly yeah, all right, let’s, go out for a for a quick break and when we come back, the three of us we will we’ll keep talking all have our little ah, we’re going to find out more about the differences across generations. Very interesting. 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. Then you are ah, product manager for m i p fundez counting at abila now already. This is three acronyms from the finance side we’ve had known from the fan fund-raising side, so i’m starting to see where the problems lie. What is m i p or mip? I don’t know. It’s micro information processes. It’s ah, name that we’ve had for a significant amount of time. That’s very well recognized in the non-profit finance sector. Okay, very well recognized. The non-profit in the finance sector. Okay. That’s, right? We’re trying to bridge gaps now. Damn, i not break down bridges all right now. Okay. Um, s o rich acquaint us with some of the difference is this is really interesting across the generations, boomers feel that three things everything’s fine and the millennials are not as content. Yeah, this is really interesting. And it’s something we’re doing a lot in our research studies now is we’re kind of breaking out a lot of the answers based on generation, you know, boomer’s, gen xers and millennials, especially because that’s who’s in the work force right now and when? We ask the questions about how they felt, you know? Did they feel collaborative? We saw the boomers felt pretty collaborative on both the finance and the fund-raising side, fifty seven percent, two, sixty percent on the fine outside, but the millennials felt way less collaborative on the fund-raising side on dh dan and i talked about it. Dan actually had a really interesting theory on this, so i’ll actually kick it over to him so he could talk about that. I thought it was really interesting and something i think we can address. Okay, let me ask first, though. Am i the only baby boomer in this, uh, in this conversation born before nineteen. Sixty four. I believe that i’m a gen xer. You are. So we have one of each. Okay, dan, your millennial. Is that right? No, i actually fall into genetic. You’re ok. You have a baby face. Okay? Uh, that’s. Too bad. Because i was going to beat up on you as a representative of millennials. Why? Why? The millennials are causing so much havoc in the workplace. Why? They can’t be more content. But go ahead. What is your what is your theory? Well my theory is that if you look at the data, there really seems to be a tendency for the boomers too collaborate together is somewhat, but to communicate definitely directly, but there definitely seems to be a tendency on the finance side of the house for both the djinn xers and the millennials to have more communication in contact with the senior members on the fund-raising side of the house and i suspect, and we’ll probably dig into this a bit more, but it’s most likely because of the, you know, i strive for efficiency and kind of just wanting to get to the the answer of something rather than build relationships focus. So i think a lot of that is probably more driven by the finance side of the house, which is why you can see the collaborators collaboration, sentiment hyre on that side, unfortunately think that means that the millennials into next er’s on the development side of the house might be kind of circum bennett in some of these conversations on dh left out in some cases. What about personality, too? I’m generalizing here, but i don’t think you’re average finance side person is is as outgoing. You know, it’s, you know, relationship oriented extroverts, aziz, you’ll find on the fund-raising side. So i mean, i think that’s definitely fair to say not just say that accountants are incredibly wake up on and find accounting i know beating on their friend, the accounting and finance side i know i’m trying not to, but i don’t know, zo stereotype, but so, you know, call it that’s what that’s, what i’m doing, but i think fundez sorry, but i think fundraisers arm or, like, extroverted and so they’re seeking mohr collaboration than the people on the finance side of the same age, even well, i think you could also just very clearly make the argument that inherent in the development role is a focus on relationships that is part of that role within the organization that doesn’t exist as much on the finance side. Okay, all right. So you yeah, and so yes, certainly job responsibilities on the way the two the two sides are organized and what their purpose is our butt. And so i think as a result of that, you get personalities that are different in the two different teams. All right? I don’t know you. Know you don’t agree with the personality theory now that we agree that degree of that, and you’re back in the report when we get into the recommendations, we actually talked about kind of breaking down some of those personality, you know, division’s, like, actually start doing some joint activities, you know? Do you know i’m a big fan of doing something outside of work, a happy hour after work at the finance and fund-raising folks together outside of the workplace, you know, maybe have a drink and start talking about other things besides work once you get to know someone as a person and of course, on the fundraiser saying this because that’s what we do, you know, you go out and you get to know people you learned about their kids, their pets, all that stuff, and it makes that next conversation you have with them at work even easier. So we have to drag the finance people to this happy hour that’s, right? And then stopped them from just talking to each other, right? We have to penetrate their circle. I’m beating up on the, uh okay, small organizations, let’s give that damn small organizations a lot. More potential well, depends how you want to describe it. Small organizations are a lot more collaborative. That’s, right? Yeah. We found that there’s a significant difference between large organizations and small organizations in the level of collaboration that’s happening. We also theorized that a large contributing factor to this is that in the smaller organizations you have smaller staff, and so people are forced to collaborate, you know, there’s fewer people to get the job done. A lot of organizations, people may wear multiple hats or, you know, play different roles in the organization. So there’s a hot a lot higher level of interaction, there’s, more frequency of interaction on and a lot of time people are, you know, just physically located closer together. And so whether you know, if the small organization and only has a single office or small office space many times, these finance and development individuals responsible for those roles are physically closer to each other. And so there’s a lot of a lot higher level of interaction that leads to more collaboration. That makes a lot of intuitive sense. But i think it’s important to point out, you define smaller organizations as less than ten million dollars, right? Listen, krauz million annual revenue. So we’re not talking about necessarily tiny shops where it’s two or three people, and obviously there more collaborative than bigger organizations. But, you know, a ten million dollar annual revenue that could have dozens of employees that’s, right and that’s a good point there, not there not, you know, five or ten person shops, but at the strategic planning level on the less than ten million dollar organizations we saw a lot hyre interaction in the strategic planning processes and the budgeting process is and, you know, kind of the key processes for each role. And so we also saw smaller staff size, and so their just was a lot higher level of interaction required to get things done. And so, you know, there’s kind of a necessity there for these for these roles to interact more and there’s more opportunity from to do so as opposed to above ten million. There started to be, you know, significant layers within the organization that lead to inflation. Right? Right, rich. Anything you want to add about the small versus large organizations? No, i think it’s pretty much what dan said. Where? You know, if you have a smaller office, you’re gonna bump into people in the hallway more, and then, you know, you’re not you’re not divided by department as much, you know, there’s, not a finance department over on floor four and the fund-raising department on floor three, when you’re not even a ten million dollar zorg, you’re probably all in the same office and you do see each other in the break room and everything in those again hi. Always go back to the human interaction. That human interaction is what really breaks down those silos. Also reporting structures. No smaller organization like that have fewer vice presidents. So teams are more cohesive because they’re clustered together. Yeah. All right. So we got some problem areas, you know, lying around like goals and priorities. Language, metrics, personalities, let’s. Move to the positive now and start identifying some opportunities for ah, making things, making the world a happier place. So this is not a boxing match between fund-raising and finance. Rich want to stay with you? What? What? What’s. Ah, let’s. Talk about the social ideas first since you already touched on that. Yeah, i mean, definitely social ideas. It’s. You know, finding ways to get more human interaction there, and you’re like you’re saying, you know, dragging the finance folks out to happy hour in a lot of them may not want to go to that happy hours. So maybe start with a brown bag lunch, you know, hat at happy office, everyone gets in the same room, bring your own lunch. Um and, you know, watch a movie, you know, just talk about something else. Just start to get those interactions to start anyway. That you can do it. Andi, andi, you have to keep pushing that, you know, so that that would be not maya. Number one tip. Okay? Yes, i like. I like the social ideas, too. That’s. Why? I was i was glad you mentioned it, but we could be more formal to some training. Right? Some basic training. Dan that’s, right? Yeah. You can really structure your onboarding process and offer training to, you know, cross training between the two different departments to facilitate the interaction too. You know, in increase that cohesion between the two teams to work toward the joint mission of the organization. And that could be, you know, it’s simple. As modifying our onboarding processes to have, you know, an explanation and as part of those processes of what the different departments do, what their goals are, kind of what they’re key processes are, and it could even advanced something where there might be a periodic schedule training where one department will train the other one. And you know what they do, how the reporting works, how their systems work, or even just a collaborative meeting that’s on the calendar every month or, you know, every other week or however frequently it might be in order to keep each each other aware of what’s going on within your respective department so that you’re kind of synchronized on on what’s going on and what the priorities are across the organization and maybe in in orientation, we can have a day or so, you know, whatever, where the fundraiser goes over to the finance department spend or is at least onboarding by someone in finance, and so from day one we’re getting and empathy for what’s happening on the other side, right? And making sure that you understand how your processes are, you know, feed into the processes of the other departments. So for fund-raising maybe that’s gift entry and understanding how you know, downstream that goes into the accounting system and how that kind of goes through the financial reporting process. So you understand what you’re doing, it directly impacts the finance department and the reports that they produce and on the finance department side an accounting, understanding the gift solicitation process and what it takes to get that money in the door and entered into your c r, m or whatever your dahna records system is on dh, then how that gets to you in accounting. So you understand that full process because nobody really operates in a vacuum, so we’re really making sure that you connect the dots between the organizational department. Dan was a part of the tension i thought i read that finance doesn’t understand the need for spending money on relationship building. Yeah, it definitely can be a challenge to understand why you would spend resource is on something as abstract it’s relationships that that’s definitely a story that resonates more with some than it does others for accountants and finance related in, you know oriented individuals, you want to be able to sew direct outcomes. For resource is use their money spent and its hard to quantify that whenever you’re saying you’re investing in relationships. But you know that. But that is required to cultivate relationships with donors that will ultimately lead revenue in the front door. And so there is a return on that it’s, just very hard to quantify that through report, you know, through the traditional financial reporting process. So it can be hard for to rationalize and justify spending funds or resource is in that way. But i think that through collaboration, that story can be told jointly from the department of, you know, development, narrating kind of the relationship side of that and helping them finance to quantify what the return on that is and communicate that out. Do either of you know our master’s programs in if non-profit management brake, bringing these these two department’s together and helping people with a finance background understand mohr of fund-raising and vice versa? Do you know if that’s happening at the but the degree level or certificate level? I don’t know if it’s happening at the degree level. I do know that there are sort of think it’s available for non-profit management and leadership, that tight kind of the executive roles, the finance rolls, the development rolls, some degree the volunteer roles together for people that are enrolled in that program, to give people kind of three hundred sixty degree view of the organization. I don’t know that the intention is specifically for collaboration, but it is too kind of enhance the literally of the pro dispensing the various areas so that they can be effective leaders. Yeah, okay, i mean, i hope that’s going on we have meteo thie only degree i have is a law degree and i don’t have a certificate on in-kind classically under credential to even host the show. I don’t know what somebody’s looking like in front of me six years ago. I don’t know what happened. Ah, all right. Isa dan, you start of ah alluded to this. Talking about the budget let’s jump over to rich. We can work together on our budgeting. Yeah, most definitely eye on me and i touch on this earlier little bit is, you know we have these different priorities and these different metrics that were that were held accountable for in both departments on and i think, instead of starting at that point, which is where most budgets get put together, the fund-raising side says, we need this in the finance side says, well, i got all these departments say they need all this stuff, taking a step back and going to that joint goal setting and budgeting as step one look at the look at the big bucket first and then break out into your department’s and trying to figure that out. I think some of the frustration we heard a lot in the in the open ended answers of the survey was, you know, fund-raising sango finance just gave us this number to go fund-raising it doesn’t really mean anything. They just pick the number out of the sky, it felt like and i’m sure finances saying the same thing, you know, who are these fundraisers that are just throwing these numbers at us? You mean? And so if you just take a step back and out of that silo and do that joint gold setting and budgeting, i think that everyone knows where the where the basis is, and then we break and do and figure out our, you know, our specific goals from there, and then come back together again to make sure that those makes sense for everybody. So it is it’s really a three hundred sixty degree ah process there on again, just another one. Another way to break us out of those silos. And i think that’s going to increase the collaboration greatly when you understand what the other side is struggling with, then you do a much better job of making sure your data clean, making sure your data is getting to them in a way that they need, and then everything just flows better. Have you had any feedback on the survey that it’s stimulated conversations, or we used it as a way to start? Well, that’s a stimulating conversation, it helped bridge this gap. Any feedback like that way, actually have our vp of marketing test that gerard has some really good friends in the industry, and he talked to one of his fundraiser guys, and he said they took the report with the his counterpart on the thunder on the finance side and they went out to lunch and just talked about the report, and they said it was one of the best conversations that they’ve ever had in, like, ten years. So we are getting really good anecdotal evidence that it just it gives you something to talk about, something to start with and then go. Okay, so how how do we match against that? Are we doing better? We doing worse? Who? Where can we improve? You know, it’s sometimes easier to have at least something in common that you’re talking about. And then, you know, again, break down those by-laws that’s, outstanding that’s, a that’s, a that’s, a grand slam. I hope some listeners will. But, you know, we hear this first and then bring it to the people that can help start to start the conversation. You know, listening to this you can get the study at abila dot com slash collaboration study and abila is a b piela abila dot com slash collaboration study. Yeah, i mean, it’s, you know, it’s, great to hear. Okay. Glad you got that kind of feedback. Excellent. Um we’ll see what else we can let’s drown. Another opportunity, dan let’s, go to you, cem cem, shared terminology we can we can put together, yeah, something that could help, and it can also kind of jointly work with the train and onboarding is to create a reporting in metric, so we called chee cheat, and that is just a place where, you know, both departments can kind of see what the critical metrics for each department are, how they’re being used, kind of how they’re derived and then what? The important reports that are being generated for stakeholder consumption for public use, whatever the case may be, basically, what the story of the organization that’s being communicated is through reporting so you could make sure that you’re both on the same page, that you’re being consistent what’s being reported on dh really, i mean both from a practical point of view to make sure that, you know, i know boardmember you’re not telling two different stories to your board and also from a community and mission point of you to make sure that you’re really making the most out of the data that you have out of the stories the organization have, that you’re effectively communicating the missions so that you can raise the most and really, you know, put your best foot forward as an organization for your mission that sounds like a cz much as the the the outcome of that, that that that deliver a ble will have value just the collaborative process of putting it together together. We’ll have value. Absolutely. We’re gonna work together. We gotta define what are unknown terms are to each other and things like that’s going to start the conversation, right? You have to be able to communicate effectively internally before you can communicate externally. Okay? All right, rich, we’re going to wrap it up, which is just like, a minute or so. You have some opportunities around software integration. Yeah, yeah, definitely. Integration was another one. And, you know, we definitely go deeper into the into the report on that. But we ask, you know, how important was integration, you know, to to the finance and fund-raising quotes and we saw some interesting things there, including it seemed the younger the person was, the more they wanted integration, which, you know, you would would would make sense. Millennials have had their lives integrated online forever, so they’re very much in the integration some of the older boomers, ah tended to be a little more skeptical of of integration. So there’s definitely some stuff to teo look at their what dan and i found on the integration pieces that there might be some fear around integration about, oh, that’s, our data and i don’t know if i trust, you know, a machine to actually move the data correctly. I’d rather do it myself manually. So i think we need to do a lot of training on dh showing folks that that that software integration, you know, data going from your finance from your fund-raising software to your finances are and actually save a lot of time can actually save a lot of double entry on and and and keep your data very clean. So i think that’s something that’s gonna take a little time for people to get comfortable with it. That’s rich dietz, director of fund-raising strategy at abila also dand murphy, product manager for was it micro integrated processes fund accounting and my pea it’s? It might be. Might be. I got it wrong in other words. Okay, we’ll stick with that. Might be also it abila gentlemen. Thank you very much. Thank you, my pleasure. Coming up next is your modern digital team first, pursuant and crowdster one of pursuance tools is prospector uses your existing data to find high priority potential donors in your data were not goa is now on external scan using the database you’ve already got, and that helps you focus your time on those donors or potential donors who are most likely to upgrade their giving you focus more time you could be more efficient, you’re going to raise more money. That’s, the prospector tool at pursuant dot com crowdster we know them for easy to use peer-to-peer fund-raising sites that you get on crowdster are easy to put up easy for you in your management of the campaign. Easy for your donors to navigate. Easy for the networks that your donors are bringing, too your campaign all very simple to use and also good looking sites, you’re volunteers going to be impressed. So will, what am i trying to say? You’re volunteers going depressed and so are the people that they bring in their friends, their networks that bring into your campaign crowdster dot com now tony’s, take two. I’ve got a new non-profit radio promo riel there there are interview clips and some stand up comedy clips and also how to follow the show. I understand one hundred percent that you don’t need to know how to follow the show, you’re already you’re here, but what’s he talking about i understand that, but you have friends, you have co workers you have colleagues in in either in your office or in other non-profits they need non-profit radio there yearning thirsting, they’re hungry. Please satiate them, feed them, quench their thirst. They need to know non-profit radio please share that promo reel. I’d be grateful. The video is that tony martignetti dot com and it’s also on youtube where my channel israel r e a l tony martignetti thank you that’s tony’s, take two here are mr mclaughlin and michelle egon from non-profit technology conference on your modern digital team. Welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference. We’re in san jose, california, at the convention center. My guests now are misty mclaughlin and michelle egon. Misty is responsible for organizational development at jackson river llc, and michelle is deputy director for marketing and engagement at the natural resources defense. Council ladies, welcome. Thank you, tony. Thank you. Pleasure. Pleasure to have you before we get to your workshop topic, i have to shout out the ntcdinosaur swag items for the for this interview, which is from every action you’ve got build the world you want lookbook and postcards built the world you want from every action. And one of the postcards defines what it do good or is a dreamer and a doer. So we’re gonna add this to the swag file, which is very well organized. Throwdown. They’re well organized. All right. Okay. Seminar your workshop. Your program was all about the modern digital team bilich digital program. That works show. What are you organisations sometimes not getting quite right about there. Internal digital team. Well, i think for us, we were really struggling with how teo integrate digital into the strategies where we were a very print centric organization, actually. And making that transition teo a digital organization, was it natural for us? When did that sort of start? I joined the n r d c two years ago. I think i think it’s been in the works for a while. Ever since. People have been talking. About digital, but it just wasn’t getting traction until we had a significant leadership support to do it. So that was about two years ago. We talked about the importance of leadership. Yeah, it’s going to trickle down from the top. Well, it’s helpful when they are supporting change happen. Misty. Welcome back. Thank you to non-profit radio. Thank you. What would you like to add, teo? Sort of our overview. What? What, what? Why do we need this session? Well, nrdc is an interesting example. They were sort of a case study that we looked at in detail with michelle. They’re interesting because there are giant organization with a pretty large budget, but they still have the same kinds of challenges in terms of integrating digital. Even in twenty sixteen, even after the web has been around and maturing for the last twenty years, they were having some of the same challenges we see with organizations of all shapes and sizes doing all kinds of work that it’s really hard to transition from a kind of print heavy direct mail program into the new digital era and to adapt to all of the channels and all of the changes. That comes so fast in the way that we work now. All right. And the conversation we’re gonna have about having this high high efficiency digital team applies regardless of how many people are on your team. So it’s just two people or if it’s forty or fifty still applies? Yes, yes. Okay. Excellent cause we got small and midsize shop listening and some may have very large teams, but most probably have pretty small digital teams. Yes, made. And they may have other responsibilities, too, like marketing communications guests, including the print work, perhaps. Okay, where do we start? Well, i think the frame for our session is an interesting one. Of course i say that, but because i think that for a long time, especially at conferences like ntcdinosaur talk about best practices were really we’ve been talking about channels and tactics in tools that when you talk about digital it’s been a lot of, like, what should i do on social media or what are the top ten things that my website needs to do? And with the session, we sort of said, you know, there’s, lots of ways to get strategy, what we really need to be talking about now is a methodology for how you adapt to the changing times. Things are not going to stop changing. At this rate, you’re not going to stop being asked to be responsive, to be integrated across all your channels. Tohave consistent messaging, in fact, going to be pushed to do that more and more so, we talked about a digital of digital first approach to how you do communications, not just your web channels or your social media channels, but all of your communications in an organization really radically changing the way that you do work to be digital first data. Our native digital. Yeah, yeah, so it’s about ways of planning, ways of thinking about what your audience needs, ways of doing listening. So you’re responsive to what you’re actually hearing from your supporters that they want, and you’re kind of taking your messages to them in the places that they are. They are versus where you want them to be. Exactly. Okay, so there’s a lot to break this down. Hyre how do we know what channels will be best for our constituency now? I know that obviously varies from organization. How do we assess? Where is this a listening campaign? When you start with them how we figure out where should wear, we should be putting our focus because that’s where the you want to talk to arm that’s a great question. So one of the things we really focused on in the session was about becoming a measurement and data driven organization. Do you hear a lot about that? Let’s write a lot about that. How do we become one? How do we? Well, one of the things that digital gives you is a lot of tools for seeing what’s working and what’s not working in the channel that your guardian, we we talked a ton about sprawl. So, michelle, maybe you want to comment on when you got to nrdc, how many digital properties were you dealing with? I’m quite a few like, i think we had collectively over one hundred, like thirty six different microsite, sixty different and our dc twitter handles, so i think the first step that we were talking about is really taking an inventory of what’s happening because i think often times with lack of ah focus strategy mohr is better is what often prevails. And so starting with taking an audit to see how many do you actually have? Seems to be a good first step to getting digital first and making sure that what you’re doing has perfect purpose and could be measured. Okay, how many do you have? All right, that doesn’t take too long. But then how do we start? It depends who you are. Come out there, you know? Oh, yeah. Oh, really? Yeah. And it’s still emerging. It’s like an amazing archaeology dig for how many properties we have? Because because it’s, an organization that has a lot of funding and lots of passionate people who want to get the message out there and you, khun, start a blogger’s started microsite and capture that work. Ok? And then all of a sudden and argast he’s name is on it. Yeah. Yeah. Okay, exactly. But the person who did it leaves and it’s still out there and no one’s taking. Then how do you manage this inventory? Curate your inventory of what you’ve got. How do you decide? What’s what’s. Most important. What? What? Less important and what shouldn’t even be done anymore. How do you do? You make those? Well, i can talk about specifically what we did at n r d c and so what? What we ended up doing as we we collected all of the sights, and we focused down teo. Really? Just the sites that talked about our issues directly and shut down all the other sites that were random brand them sites that were being run by other it’s. Gotta be it’s. Gotta be mission related, right closely. Mission relieved. Right. So that’s the place to start. I mean, not start. But at this stage of the process, yeah, how close is closely related? Is it? Yeah, that was the first. So the two was, is it mission related and how much traffic? How many people are coming to it? And then we looked at that and developed a strategy for how to merge it together and get more focused. Okay, just say anything one at there? Well, one of the things that i think kept coming up and having this conversation is that they’re all these kind of moments in the life cycle its life cycle of an organization that you can do this. So if you’re rolling out a new website, it’s a great time to inventory everything and go from this kind of sprawl approach to your digital ecosystem to something that’s more like planned growth, where you’re rolling things in your consolidating, you take that opportunity to really do it right and to pull in so that you can really align what you’re going to be doing in an ongoing basis with the actual staff and resources and budget that you have to do a few things really well. Okay, where are the other opportune moment website? There are many, so getting new leadership in the organization is a great one in energy sees case it was driven by a rebrand, although, as michelle said, you know, they’re probably better moments a website is a better moment to do that because you can really get into the meat of the issues of the organization and assess what’s really aligned with where we’re going rolling on a strategic plan sometimes it doesn’t even have to be something so giant like you might have a security attack that makes you realize you have all of these websites out there that aren’t being properly maintained and secured. Someone said an adwords campaign, you know, something that worked out really well or a terrible fund-raising year, any of those things can be catalysts for having the conversation about how to pull back on what you’re doing and really see what’s working. Another thing that came up in the session today was even a news moment, so if you’re if you were issue is particularly highlighted in the news. That’s a great time toe look and assess about how how you could do more with that. All right, in the instant you want to be reacting? Yeah. You wanna be seizing that moment right after that? Yeah, exactly if you capitalized on the headlines. Right. Okay. Okay. All right. So those are some opportunities. Where do we go after we we found opportunities. Now that what? Help me along here. It’s. A big process. Yeah. So there are a lot of things that that you want to do over a period of time. One of the things that i think is really useful. Communicate can cream communiqu o p a team a couple. Of years ago did a really thorough study of non-profits non-profit digital models across the spectrum. So large organisation, small organizations, people in a lot of different sectors, and they came up with these four models of digital governance. I won’t go into all of them, but they’re basically ways that digital programs are structured inside of an organisation to keep this sprawl from happening. And there are some model that lead to everyone just going off and doing their own thing, and you get a very, very fragmented brand presence. Where is there other models that were kind of seeing in this digital first world really work well? Toa have some centralized governance and to allow digital to kind of drive a communication strategy, but where you capitalize on the talent and the ideas of people across the organization to contribute to having a really rich digital presence and that’s, what in r d c is trying to implement, right? That was a communiqu, copia, communiqu opiate, yet is a digital teams report. You can actually see it a digital teams dot or ge it’s. A great set of resource is. Let me ask you, michelle, about maybe having to drag some people along who are not accustomed to being digital natives and having communications be that way. How do we get buy-in from the reluctant members of our team and we have had to have a lot of conversations and and education just talking about, you know, how it’s different, why it’s valuable? How it’s going to help their work? How you know, in a digital world just writing something and hitting publishes only the first step. Then you have to figure out how you’re promoting at how you’re getting it out to different audiences and building that engagement lupin, where you’re sending people so it’s it’s ah, we found through conversations has been the way that we can make the most progress and bringing people along now imagine having leadership but leadership buy-in is valuable, right? I mean, if the leaders air involved and engaged, then it’s going be a lot easier to bring your team members along. Yeah, i think i think the leadership is is a very valuable and helping to instigate it and tow help make it happen, but i think that the buy-in really comes. From the people that you’re working with and doing the work so the leadership provides the permission to have the conversations, but then really working with the people in our organization to help thumb understand is the thing that’s actually making the change. Okay, okay, mr let’s, follow on something that michelle just mentioned. What are some of the advantages of doing it this way? What? Why? Why shouldn’t be thinking digital first that’s a great question. I got one out being up thirteen minutes. Excellent, excellent question so there are a lot of advantages. I think that the truth is that digital staff right now at all different kinds of organizations, they are burnt out non-profit people have burned out digital staff are being asked to respond twenty four hours a day, seven days a week in an environment that is always on, and they’re almost all doing it, even it very big organizations, even for nrdc, they’re understaffed, they don’t have the people that they need to be able to operate and as many channels tto learn new channels to be responsive to what they’re hearing, to do the measurement and then to try to go throughout the organization and educate all of the people who really need to be learning from what’s happening online. So the operating in a digital first way kind of gives you a framework for prioritizing for making decisions. For aligning resource is in capacity with the actual budget that you have, and for stopping doing some things which i think is sometimes the biggest challenge, that there’s so much opportunity. It’s really hard to say no. And as internal stakeholders and organizations get smarter, they want more from the digital presence. They want to see themselves able to be reflected in their work, able to be reflected in all of these different places. But there’s, not always the r a y on that, particularly for small budgets. So this gives you a way of kind of going and saying, what should we be doing? How do we invest right in our communications capacity period? 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 market 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. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. And of course, we’re talking about digital first doesn’t mean digital only, right? So we’re not abandoning our traditional channel that’s, exactly, right? No, we’re acknowledging that all of those channels work together and they have to work together. Where is if you kind of stick with the old way of communicating something that’s really offline first and digital as an afterthought? You’re never going to align those messages across channels because the channels air so different. Where is the digital gives you the ability to really learn as you’re going along and into informed all of your communications by doing that planning and concert together? Michelle, you’re doing a lot of nodding and teo, anything mr was just, yeah, i just that i agree. And i think because the digital is such a different way of consuming information that if you’re not approaching that first in your thought process for how you’re getting those messages out, then you’re really losing on the opportunity. Yeah, okay, okay. Do we have measures, mr? You brought up? You know, r o i and sometimes how difficult that can be. You mentioned for small organizations, but but even small or not how do? We start to a year later, prove to our teams and our leadership that this transition to digital first has been worth it. Well, i think introduce. He is a great case study in this area. Do you want to mention some of the i’ll set you up, if you want, okay, so michelle worked great team, just like this on the way over here, like you said, okay, now get out of the park. So michelle, i’m going to to michelle’s horns, she doesn’t toot our own horn nearly enough so she’s just gone through a very rigorous two year process, which is which is still very much under way of kind of going top to bottom to align all of the components of the communications program. So starting with a rebrand, then working through a website redesign that was really used to focus in on the issues and to look at all of that digital sprawl and rein it in into a a cohesive set of properties than to look at the social strategy and to kind of make sure that their organizational structure all of their processes, in fact, like all of the relationships inside of the organization, were sort of set up to be able to support the strategy that they were trying to achieve. So we talked about a couple of case studies. One is the website that’s rolling out and some of the early gains that you’ve seen, but also some of the social gains that you’ve seen in the last year just organizing around this model for talking aboutthe work that nrdc does, yeah, so i would say specific to your question, with the metrics so we really just with the content component alone starting teo deliver at consistent stream of content that looked at a narrative arc to make sure that we weren’t just, you know, act on this act on this act on this, but creating a story over a year we grew every social channel and we ing increased our likes and shares buy it over a hundred percent just within facebook. Yeah, so huge just by again, and no advertising dollars spent just really looking at how we were playing our content. Now, aside from the likes of i’m particularly interested in the engagement, the real engagement patrick’s not what? What else should we be? Looking abila engagement way measure that that’s a great question. I feel like that’s the next step for you guys? Yeah. Okay, i’m gonna stop saying your questions. Great. They’re all great time, everyone. Hee, i have to take whatever i get it so it doesn’t come off. You’re being a particular general. No. Okay. Real metrics, not vanity metrics. Yeah, we’re looking well. I think that a year ago you were looking at vanity metrics, right? It was. Like all we could really measure was reach s o it was our people even seeing the stuff in the first place. Now i feel like you’re you’re kind of in the process of moving towards metrics that air about what are people doing with what they see and that the next frontier, in my opinion, is and how? What? How does what they’re doing? Lead teo long term stepped engagement over a period of time, particularly in the fund-raising and an advocacy space. Would you agree with that? Yeah, i agree, you say long term stepped engagement, so people moving from a growing awareness of the issues which education and awareness is actually one of the major components, or what in our dcs trying to do, they’re trying to build environmental awareness across a number of issues so likes and shares are really important for them that’s kind of a cz much as you’re going to get in the way of measuring oppcoll issue awareness. But then there’s how awareness translates into activism and two donations and tio engagement with a particular set of issues. You want to say anything more about that? Yeah, no, i mean, i it’s. Something that we need to develop because i think part of the challenge for us is that we were doing all of these things and very isolated ways and s o our membership, a digital presence was really, you know, it was the fund-raising and it was growing members, but that was different than advocacy for sending out action alerts to sign a petition on something so we’re bringing those together, and i think those softer metrics are we’re seeing a trend, the hypotheses that since those air going up, we’re getting more petition signed, we’re getting more members were increasing our dollars, but we don’t have the concrete percentages yet that, like true engagement metrics to prove it out. So that’s, your next step, okay? Yeah, okay, yeah. You want to say some more, mr ko, yet we still have a few more minutes together. What have we not talked about around you’re building this high performing digital team murcott you have a whole session way have hours of content of that carried away. All right, so i think one of the things that we spend a lot of time on and actually we did a survey in preparation. For for the session, you can see some of the survey results and also some of the q and a that we did. We took questions and we answered them in a narrative format you can look at jackson river dot com will post that they’re after the conference, but people wanted to talk about hiring and recruiting digital staff. And so what we put out there, what we posited in the session, that’s that you know, you need to think about getting those digital capabilities that you need from a mix of in house and vendors and contractors, freelancers, and that everybody needs a pretty wide variety of skills. Twenty years ago, people needed the web master and you were trying to make all website. It didn’t even have to be a good website. We’re not there anymore. You actually need a ton of different roles. You need campaign strategy. You need front and development any back in development. Project management, typically digital director of some sort. And the organization someone playing that role. You need user experience, you need to seo expertise. I could go on and on and on social management. A lot of the time organizations. Are still doing that with one person, but that is an impossible expectation if you do not supplement that those generalised skills with specialist skillsets from outside the organization or you cultivate internal talent that might exist in little pockets and other parts of the organization that can support your program. Aa one person team is just really struggling at this point to do it. Alone’s not realistic, it’s. Not at all realistic. And everyone on the ground knew that. I mean, i think half the people in the audience were digital teams have one it’s, one or two? Yeah, why don’t you really common? But their bosses don’t know that they don’t know that the skills to manage a social property really different from coding and implementing a website. So tell your boss to listen non-profit radio yes, this is too late for them to come. Tc missed your session. They can listen. Tc conversations. They can listen. This episode of non-profit radio bosses are you listening? Pizza? Open your ears. Look in your eyes. Invest in one of two persons. Digital teams are stuffed stuffing their struggle struggle pompel god’s sake hyre no, i think we’re gonna leave. It there, i give myself the last word, but take it. I was only i was only riffing off what you already. Oh, mr mclaughlin deshele, thank you very much. Thank you, thanks durney thing on our property, being back on the radio for misty’s case is ditigal doing organisational development at jackson river llc, where you can go for the resource that she was talking about. Research that led up to this session. Deshele egan, deputy director, marketing and engagement at the natural resources defense council. And this is tony martignetti non-profit radio coverage of sixteen non-profit technology conference. Thank you so much for being with us next week. John kazarian and online auctions. If you missed any part of today’s show, i press you find it on tony martignetti dot com. Where in the world? I’m at a crossroads, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing dot com, and by crowdster, online and mobile fund-raising software for non-profits now with apple pay crowdster dot com. Our creative producer is 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 i agree. 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. 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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.