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Nonprofit Radio for October 6, 2025: Your AI Brand Footprint

 

George Weiner: Your AI Brand Footprint

What is this thing, why should you care and what can you do to improve it? George Weiner returns to acquaint you with his company’s study of how Artificial Intelligence will influence giving in Q4. Then he explains the implications of the research, including that last year’s content strategy is obsolete. He also brings tactics for you and your content to get the recognition you deserve from Google Gemini, ChatGPT and their colleagues. George is Chief Whaler at Whole Whale.

 

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d suffer the embarrassment of Onicotrophia if you nailed me with the idea that you missed this week’s show. Here’s our associate producer Kate, to give you the highlights. Hey Tony, here’s what’s up. Your AI brand footprint. What is this thing? Why should you care? And what can you do to improve it? George Weiner returns to acquaint you with his company’s study of how artificial intelligence will influence giving in Q4. Then, he explains the implications of the research, including that last year’s content strategy is obsolete. He also brings tactics for you and your content to get the recognition you deserve from Google Gemini, Chat GBT and their colleagues. George is chief whaler at Whole Whale. On Tony’s take 2. Hails from the gym If she can do it. Here is your AI brand footprint. It’s a pleasure to welcome back George Weiner. In 2010, he founded Whole Whale, a top 100 nonprofit focused digital agency supporting analytics, advertising, AI capacity, and digital fundraising. George is chief whaler. He’s also the co-founder of Power Poetry, the largest teen poetry platform in the US, a safe, creative, free home to over 1 million poets, and CTOs for good. A group of tech leaders at nonprofits that delivers social impact primarily through technology and digital strategy. You’ll find whole whale at wholewhale.com. You’ll find George on LinkedIn, where he is very active. Welcome back to nonprofit Radio, George Weiner. I’m, uh, I feel like we haven’t learned a lesson. You keep having me on. I’m honored every time I get the invite. I was like, wow, I didn’t mess this up. Thank you. Yes, no, you, you’re, you’re, you’ve earned a repeat, repeat appearances, absolutely. Um, you know, I, so I was happy to, uh, read the bio that you provided, but I don’t, I don’t think it captures. I don’t, I don’t, it’s not the bio that I would write if I were you, because, you know, you have this enormous tech background that you do go on, the bio does go on, which I did not mention that you were chief technology officer, I believe it was for 7 years at dosomething.org, which is enormous, enormous, turned into the enormous data capturing. And uh uh assistance for activating young folks, that’s enormous, but I would, so that they’re not that that that is to be minimized, but I still don’t feel like this all captures. I mean, you’re, you’re the, you’re a tech guy who understands it, explains it, uh, simply talk about like, I mean, you, you get in the weeds of tech. I mean, you’re like a coder. You write, you write lines of code. I do, I have, I’ve come in and out of it, interestingly, I used to be very actually like in the technical writing code and then I hired people smarter than me to write much better code and then I came in and out a lot of data, analytics, advertising. I love learning, I love understanding and then. Helping nonprofits find the angle, right? Like how do we leverage this thing? I’ve I’ve studied the whole book, just read page 17 and do it this way is what I love kind of getting at and recently I’m very heavy into coding again, but frankly with AI assistance um and and building up calls writer.AI, which is a great customized platform for nonprofits creating, um, creating AI generated content and I do it in as safe a way as possible. Exactly. Uh, yeah, so that’s kind of what I wanted to, uh, I’m glad that you, you mentioned. I wanted to get to a little bit, Cowriter.AI, a proprietary. Whole well created. Is that right? right? Yes, I, yeah, that, that guy, that’s the coding that I was referring to. Maybe you hired smarter coders to do better at it than than your initial cuts, but, uh, which. Nonprofits can use and train. Cautiously on their own, have the, have the model trained cautiously using their own content. Exactly, yeah, for you, not on you in the sense that we build it so that there is a central source of truth that is stored and protected for you that can then be pointed at any model and then custom built prompts and guidance based on what your team needs to do today, and we delete every chat every quarter and pay for carbon offsets on all of the queries uh that are conducted to try to at least approach carbon neutral as. Uh, difficult as that calculation is. Well, I admire the attempt. Um, you’re also a whole well certified B Corp, so you’re, you’re, you’re committed not only to the environment, but also to the, uh, to the causes of, of, of social impact. We’re trying. I think I’m really excited though about the upside of AI while still like having my little Tony voice in the side of my ear being like, Well, but what about, what about like this, it’s gonna steal the content here, it’s gonna cause this, and I feel like this um AI study that caught your eye sort of like really walks down this tiny tightrope of I’m excited, but also I, there is caution to be had for some of the insights we found. OK, we’ll, we’ll get to some of those, but I’m glad that Tony voice, um, accompanies, I’m not gonna say haunts you, accompanies you. The Tony voice accompanies you because I do have my concerns which I’ve, I’ve shared with Beth Kantor and Amy Sample Ward and then you, um, so listeners are acquainted with my. Uh, skepticism, concerns about the, uh, the, the widespread adoption of artificial intelligence and, uh, large language models, so. I’m glad my voice is accompanying you. Yeah, and I like, I like the, the, it’s like respectful challenging too when you come at it. I think there’s some folks that shut down arguments and be like, you’re wrong, I’m right, you’re like, you have this very like clever way of getting in my head on, you know, the edge cases that come up and I’m like, damn it, how am I gonna answer this for uh for for this type of argument and it’s important. OK, thank you. I’m glad. right. Um, the AI brand footprint. Uh, you study? Because uh you’re concerned that uh AI is gonna have an enormous influence over giving decisions in the 4th quarter that we are now in, right? AI. AI’s influence on giving. See, my questions are so you can’t even, where’s the question? The guy talked so long. I, I, where’s the kernel of the question? Yeah, you’re concerned about the, the artificial intelligence’s influence on our millions of giving decisions this, this, these 3 months. It is going to be an unprecedented influence for AI on philanthropy, and that is maybe a hyperbolic way, an excitable way of saying that AI continues to grow in its answering of questions we have. And as that happens, one of the questions that comes up in Q4 is what are the best animal nonprofits I should give to? What are the best ways to support mental health and youth for charities I should donate to? Where should I give for the most effective cancer fundraising efficacy fill in the blank of your cause? Those questions are going to be answered. In the millions of numbers controlling billions of dollars. I thought it was worthwhile to take a quick look at. The data behind that. OK, so you looked at 6 different Large language models. I’ll let you name them. I have them listed here. Oh you want me to name them? No, no, no, I can go through it. It’s like a lot of technical, um, but I know there are some, some geeks among us and so here was our methodology. Um, we looked at 12 different cause areas and then for each of those areas, we chose 10 sort of iterations on the types of questions. A potential donor might make alongside those. OK, the next step is where should we test this? Should you just choose one model in the corner of the room? No, anything worth doing is worth overdoing, as I like to say. So we looked at 6 major models that kind of comprise the landscape as we see it, Gemini, OpenAI, and Tropic, meta Grok just in case, and um, you know. From there and also sorry, perplexity and from there we then literally send requests to all of them multiple times, get their responses back, and then analyze them. There’s a number of reasons for doing this, but on one level, we also have to understand this is a probability. It isn’t like Google search rank where I can definitively say you’re #3, you’re number 1 like. That’s not how this works. It’s like rolling dice each time, but when you roll dice enough times, you get that little nice little bump, the Gaussian distribution of a lot of things here and then out toward the sides less and less. I wanted to understand a bit more about the distribution of nonprofits being recommended in each of those areas across those models. How many flags of jargon am I gonna get thrown at me right now? No, that’s OK. No, you’re all right. Um, I do want to clarify, Gemini is the Google, uh, the Google product, uh, just to make that clear for folks, uh, and Anthropic, uh, is named Claude. I don’t know if folks might know that it’s Claude or Anthropic. OK, the other ones I think people are familiar with X is Grok, etc. um. OK, no, no, you’re OK, jargon jail. I’m, I’m listening. Uh, I’m, I just don’t wanna go to jail too. I’ll let you know. I’ll let you know. All right, so that’s a lot of questions because you 12 cause areas times 10 questions, different iterations of questions times 6. So 12 times 10 times 6 isn’t that something like 720 or so? Different over 700, but more importantly, like we’re talking about millions of words being analyzed by the end of the day because each of those prompts comes back with a bunch of texts that we then have to parse. Uh, and then from there what we did is we have to figure out like, all right, you know, what is the there there in this prompt and we began to go by counting the number of mentions of unique nonprofits as well as sources of influence. What does that mean? It means a lot because who did the AI point to as, who according to whom is this charity? Verified quality of donation. This is how we get to our first action step because there are some very clear, clearly prominently mentioned influencers that because see this is the value, uh, it’s more than, you know what, we’re not even gonna talk about who was the top named mental health cha or or the most common named animal welfare charity. We’re not gonna do that because I don’t think that’s where the value lies. The value lies in recognizing. Now see, I’m trainable, George. I’m trainable. Uh 63, but I’m still trainable. The, I think the value in this study is, is the, the threshold recognition that artificial intelligence is Capturing you, it cares about your work and, and what does, how does it learn about your work? What does it learn about your work? What does it say about your work when people ask either specifically about your charity or generally in your cause area or any other, any other reason you might show up in a, in a, in a search result? AI cares about. AI is paying attention to, and I don’t know, cares about is maybe a little overstatement, but AI is paying attention to you, to your work. OK, so let’s go to our, uh, our, our first, our first real, real takeaway, the influencers. I’ll let you name name the most common influencers that nonprofits have got to be, if they wanna be, if they wanna be thought of well by by these large language models, they need to be. Uh, um, approved by or have high standing with, who were these influencers? Yeah, I, I think this is an interesting way to answer this question is actually to give you a section of one of the responses from one of the prompts from one of the models, and I just want you to consider the implications and the prompt I gave this model, and this was a Gemini model was where to give for animal organizations like it’s kind of disfluent and sort of how I put it together, but where do I give is the central question I asked. And there’s one prompt that came back. It said before donating, always do a little research. Charity watchdog sites, these sites evaluate charities and efficiency and program spending. Charity Navigator, GuideStar, now Canada and BBB Wise Giving. Check their websites for their mission statements and how they use donations, local reputations, and finally, financial efficiency. A good rule of thumb is at least 70% to 80% of their budget should should go directly to program, not administrative costs or fundraising. You’re right. That’s instructive. All right, so that, that’s a pretty, that’s a, that’s quite a good answer. I like that answer. Yeah, I think unpacking it sometimes though is that what you’re hearing are, it is not going to primary source, it is going to evaluation platforms, your charity navigator, your guide star, your BBBY Giving Alliance, those public profiles matter more than ever. They mattered before, but they matter in your mind. You’re like, oh, you know, like a donor’s gonna like do some research and go check it out there, like, no, no, no, no, no, this is being baked in. Up front, before someone even finds you, they’re finding what other people think of you on these sites and others. It’s different. Huge takeaway, huge takeaway. um Give Well was another one that was named another influencer, yeah, no, but you were, you were quoting from 11 prompt out of that one response out of 1700. So, um, OK, Charity Navigator, uh, guide star, which is now Candid, Better Business Bureau, Wise Giving Alliance, Give well. Take away number one, you, you’ve, you’ve got to be thought of well, you’ve got to be well ranked. Not, not quite for the reasons. I mean, the, so, I mean, George, the reasons that we thought they were important still exist. There are still people who, uh, my dad before he died used to get the Better Business Bureau, Wise Giving Alliance printed guide. And he would check, check to see if uh a charity that sent him mail was listed in the printed guide. So I’m not sure people are using the printed guide too often anymore, but They, they are looking, the people who do go to your site are looking for those little, those little badges, the, uh, the, the high ranking badge, the platinum for Charity Navigator, etc. But now, even more so. The large language models are using the influencers, like you said, George, the 2nd order. Recommendation or, or, or evaluation sites, not recommendation, evaluation sites. In their, in their, in their responses. Yeah, and those types of giving guides, third party validation, there’s a lot to unpack there, but it’s not just, hey, let’s update our website, it’s go there. Another sort of nuance here were um mentions of GoFundMe. I was kind of curious when I was looking through the data of like, alright, how much of this is gonna be like. Find individuals and go that route and what we found was based on the mentions of GoFundMe and the request of like how do I help let’s say um youth mental health or poverty issues, right? Where should I go, how should I help? Like it’s an open ended question on purpose. We, we did want organizations we wanted what is it and how is it advising and for GoFundMe mentions actually, uh, 70% of those mentions came from Grok. So in the land of Grok, which is Twitter, which is X, which is Elon Musk, just to get all of the bingo cards there. It is disproportionately recommending to go to GoFundMe. It also recommended charities, mind you, but I found that interesting. Part of that is in the training set and part of that is in the sort of, you know, we do our own homework but to a bizarre degree in there. So, so Grok was looking at the, the frequency of GoFundMe campaigns for charities as a way of determining whether they were a good place to give. They first off, are meant we are meant, we are analyzing its responses across all of those causes, right? Every single cause, every single chance. So across all of those tested areas, we were seeing that it just surfaced that the user should go find and look. For someone in that cause area to donate to on GoFundMe as a point of helping that particular cause. Why that happens, you can speculate, but actually, you know, it’s training data set. There’s a lot of people that go on to X saying, hey, I need money for this, go, you know, fund me and GoFundMe, and that type of link and that type of cause might be overweighted, plus potentially an underlying, um, frankly baked in mistrust of institutional organizations. That’s a bias. Grok Grok had a, had a bias for GoFundMe campaigns. They all have a bias. Right, let’s talk about some of the biases, yeah, because, because this gets to what The large language models think of your nonprofit in the, in, in some of these biases, and then, of course, we’re gonna talk about what to do, how can you Enhance your AI brand footprint. In, in light of what we’re learning from the survey. So let’s talk about some of these biases like size, the, the, the ones that I, the ones that I saw, the, the, the results, these were. I don’t know, maybe not. 100%, but these were very large charities. They had large digital footprints. Yeah, in in most of the cases where we then do a sort of top 10 breakdown, we have a like a herding effect where it is the the larger, more well-knowns, uh, are at the top, you know, you look at the environment we end up with, uh, just using that as one example, the environmental mentions by model like on Gemini, the top two are environmental defense fund and the Nature Conservancy. And then on Anthropic, which is Claude, World Wildlife Fund comes up first, and the Nature Conservancy, Nature Conservancy wins on Open AI uh on Grok, World Wildlife Fund wins on Perplexity, the Nature Conservancy wins. So you see, it’s like the sort of jockeying, but those are massive organizations and you have to go down pretty far to you get to something like an Earth justice or Oceana or um. I’m trying to find like Arbor Bay Foundation, which is just not small, uh, defenders of wildlife, you know, coming in at the tail. Those aren’t the household names. Nature Nature Conservancy, World Wildlife, or well, yeah, um. All right, what other, so size, so, so our listeners here are in small and mid-size nonprofits. They are likely not in any of the environmental causes you just named specifically, and they are very likely not in any of the biggest names in any of the 12 cause areas that that you evaluated, but. I hasten to add there are things you can do. We’re gonna get there we’re gonna get there it’s coming. The fear not, as Grandpa Martin Eti used to say. Nunjawari In his, in his New Jersey Italian accent, Nunjawari, there are things you can do. It’s time for Tony’s take too. Thank you, Kate. I have a new tales from the gym. There’s a woman who’s been coming to the last. 3 classes, uh, that I take every Tuesday morning. It’s the only class I take each week, just, I just go to this one class. And she’s, uh, she’s quite active, she does, it’s an aerobics class, she’s does all the weights, she does most of the moves, you know, like we’re stepping back and forth or side to side, things like that. She’s, um, she moves pretty well. I, I, I have my eyes on her because uh she stands right in front of me all three times. She’s been right in front of me in class. And the thing is, you know, she, she’s got all this activity for the hour long class. But she’s on supplemental oxygen. She’s got a tank down next to her and the tube and the cannula in her nose, the whole class. So there’s some things she can’t do like she can’t step too far forward or back or side to side because the tube isn’t that long, but she moves enough and she keeps up. You know, like, yeah, I can’t help but see her. You know that just makes me think, I mean, if the woman with supplemental oxygen. Stays energetic through this hour-long aerobics class. Anybody, almost anybody could be working out. There, of course, there are people that are. More compromised than just supplemental oxygen, but. You know, anybody who’s not on, on oxygen, uh, we all could be working out to some degree if if this woman can do it. So she’s, she’s, um, pretty amazing, pretty, uh, uplifting and encouraging. That’s another tale from the gym. That stories take two. Kate I don’t know if you follow like gym, TikTok or anything on like Facebook or Instagram, but now I’m seeing a lot of fitness instructors coming up with different um workouts that are seated for people with maybe mobility issues or any sitting down um disabilities. Um, but that’s great that she can get up and do it and enjoy it and still be active with something that’s probably heavy, you know, to carry around. Yeah, well, the tank is, but it lays on the floor. Yeah, I, I haven’t seen any of that on TikTok or Facebook or online, but I, I have seen chair yoga. Which is, that’s for older folks who do have mobility issues. Balance, you know, balance could be an issue. Uh, there is chair yoga out there. We might, I don’t know if we do a chair yoga class in my little beach town, Emerald Isle, but I, I’ve seen chair yoga. But yeah, the woman is, um, is greatly uplifting. Yeah, she’s uh. She’s moving. It’s awesome. We’ve got Boku butt loads more time. Here’s the rest of your AI brand footprint with George Weiner. Other biases, what, what other biases did you find in our uh Our large language model friends. Our large language model friends, this kind of surprised me. I don’t know if you can classify it as a bias, but it kind of getting back to the herding effect, but in the number of charities mentioned, like the unique number of charities mentioned really surprised me between the cause areas that we go between. So something like the environment or poverty, there was a range like unique nonprofits mentioned across all of our sampling of 127. OK, I then go to something like cancer. And there’s a 30 organization spread that is massive. I was shocked. I was like, shouldn’t they all just probabilistically find a large number of things? There’s extreme herding in certain cause areas and action step that you might use here is actually do this type of research for your own backyard. Abstract, pull back and say what kind of question might somebody who’s caring about my cause area and my locality put in to find the most effective, best run, greatest places to give for X, and see who shows up, but remember you want to do this on a like incognito, not influenced by your own GPT if you are paying for it, I’ve trained it, you want to actually have it from a cold start. That isn’t biased by your bias and your information because then you’ll be like, obviously you’re the best mirror mirror on the wall, like, hold on. So does that mean you shouldn’t even do it from your your nonprofit, your your office browser? Is anything that’s passing in information to it, like geographic is fine, but I would say any other things that are passing information are essentially tainting it and tilting it toward something that’s more relevant to you when in fact, You want something that is better reflective of the underlying biases and approaches of that model to sort of explore it. We actually use direct to the API calls so we know exactly what information we gave it and exactly what we got back and could kind of like clean out the clutter, so to speak, of any customization going on or cache information or browser um influencer. Here’s a tip. Actually, no, here’s a very, very hard tip, and you’re like, I don’t know where to start. I want you to go to the site open router.AI. And that will let you just mess with whatever model you want and see what happens with you getting full control over the data that are being sent. Router. What does this do? Just look for router. Yeah, yeah, yeah. OK. All right, so that’s a, are you saying that’s like a safe place that that’s it’s less likely to be tainted. It will let you test different models side by side in a way that is safe in this land and gives you control over more of the variables and it’s really like kind of elegant for side by side comparisons. OK, OK, very good. All right. Um, All right, so Let’s move to, um, you know, what, what small and mid-size shops can do. Now, part of what they can do is what you are doing at whole well with AI brand footprint. Which I am helping you to do. I am propagating this for you. So explain what I, go ahead, you flesh out what I just said that I know you’re doing that we are helping you with. Uh, by the way, thank you for reinforcing AI brand footprint. Why we keep using this term is because it is a concept that we created at Wholeal to explain what’s going on when you’re discussing this ecosystem of information that AI is talking about and representing your brand on. You’re not getting a lot of data about it. But you know it’s happening. You’re starting to hear maybe somebody in development department be like, you know, they heard about us from, uh, they said from chat and it’s like, oh, that’s interesting. There’s a whole ecosystem out there and we’re just sort of, uh, scratching the surface of it with this study, but you should begin to care about what that footprint looks like, what’s influencing it, how big it is, if it is growing, or if it is shrinking. Why I am focusing on and why I love the fact that we’ve mentioned it like 17 times now is because we are trying to put this concept out there, imbue it with meaning and connect it to us so that when, not if, and it already happened. That Google overviews, that’s the little AI answering when we do Google searches, talks about this concept. It attributes it to us, it surrounds it with our lengths and our language rather than literally stealing it and just throwing it into the soup that is the overall. Uh, you know, word salad of the AI systems. So to pull back, how do you imbue with meaning, own concepts and encourage attribution? There are some number of tactics, but that is the game we are currently playing and laughing about as our inside joke here. Exactly. So we’re not gonna leave. Nonprofit radio listeners, you know, wondering what are some of these tactics? How can you Create something around your work that’s unique, will be attributed to you when, as you said, when not if the, the, the large language models find it. How do you How do you identify all this, bring this all back to you and your site, your work? Because you’re doing this is exactly what whole whale is doing with AI brand footprint. There I said it again for you. It’s gonna be in the, it’s gonna be in the transcript. It’s gonna probably be in the show note. This what, what, what tactics can we all learn from what you’re doing at whole well? So the content that we used to write for AI engine, for for SEO search engine optimization is dying. The idea that all I have to do is answer a question accurately and I’ll get credit is dead, because also if you realize that the AI could answer the same FAQ question, generic, hey, how many. Uh, how many ounces are in this amount of thing like that information has been commoditized and will no longer bring you traffic. Your 10 facts about this issue is not going to work anymore. What will work are first party data. What kind of information can you bring to bear on this topic? Have you surveyed your audience? Another way to think about it is according to whom? Is there a testimonial, a statement that can be attributed to the CEO, to the founder, to the stakeholder who received the service, because when AI comes and summarizes and takes that content, it actually is sensitive to uh trademarks, first party data attributes. and saying, oh, according to the local animal shelter or youth center leader that this is the thing you’re like, oh, that’s tied and anchored now to something that the AI will respect. I think there’s a lot to unpack in there, but hopefully you begin to see the nuance. This is all about optimizing content. For the, the AI tools, right? You’re, you’re, is that, or this is a subset of optimization. It’s a way to make sure AI respects the source attributable to the content it has scraped and taken from the site. More and more we’re going to see increased traffic from these AI bots that are coming to, you know, answer somebody else’s question and maybe they show where that information came from and maybe they didn’t. And in doing that, these are the initial phase of tactics when you create your content and also, frankly, it’s putting The human back in the content, like the stuff I think we may look back at writing of uh the how to like tie your shoe content like because it gets traffic was not that relevant to our organization like the, you know, 15 cutest cats to promote our thing really was only getting people on a very high level to maybe browse through our site. So this is hopefully return to real content. OK, but that had value. Um, the, you know, the 15 cutest cats. All right, well, well, let me take a look at this shelter. Maybe this is a, if it’s, if it’s a local place, maybe, uh, maybe I’m looking to adopt, maybe I’m looking for a place to volunteer or obviously maybe give, so that, I mean, as, as a, as the beginning of a pipeline. That had value. It probably still does have, it does still have value, but what, you know, what you and I are focused on is the, the AI. Evaluation of your work. And from that perspective, the 15 cutest cats. Not valuable. It won’t drive attention. I mean, we are still humans here. This is where Tony voice is like on your shoulder. No joke, like cats. OK, OK. However, the fact, the nuance, the difference here is that you won’t get the attention you used to for that article. It used to drive attention. Without attention, you’re not gonna get the 1% of those people sticking around and giving you their email, of which 1 out of 10 makes a donation. That flow of traffic has been severed and is in the process of being severed, and you can see this action step. Look at your organic traffic year over year. It is at best flat if not going down. Even the smartest folks playing the game are publicly saying we’re in trouble when it comes to organic traffic. So that game is like, we’re on the decline. Uh, to come back, does that make sense? Yeah, yeah, it does. Um, that is, that’s what I’m talking about, it’s a source of organic traffic. But I’ll play the cute cat game if you want. So let’s say I’m sitting there and I’ve got like a a cat shelter, like, OK, uh, how could I turn this into something quotable, something from, uh, AI won’t steal or if they do, they’ll attribute it to me. Well, maybe back to QAs, I could actually do a study of over the past quarter actually. 70% of the cutest cats, based on my cuteness score versus ugly, cute or ugly, were adopted, yet 90% of ugly cats don’t get adopted. And suddenly I’ve got first party data that you collected, you surveyed, you did it is wildly interesting because I’m like, what’s an ugly cat, right? And now you’re playing the game because when AI comes it’s like according to the Long Island local cat shelter, ugly cats don’t get adopted at a rate of 90%. That’s right, that’s a very great. OK, OK, that’s an excellent example. of, of this, the tactic that we’re talking about. Please, if you go out there and do an ugly cat survey on a rate of adoption, please send it to me cause I think I’d be curious. What’s an ugly cat is the greatest question. You could you could use AI to make the determination so that way it would save you from the whole like internet fallout like according to this AI and how cute is this cat from 1 to 10? You can blame it on AI. OK, you, you mentioned some other things, uh, testimonials, quotes from the CEO, you know, all again, all it’s first party attributable to you, so, so then in and I’m gonna use Google too because that’s the, the primary search engine that people use. So in that Google summary. Powered by Gemini, right? This is all Gemini results that we get when we see the Google doesn’t say AI summary or something like AI overview AI mode. They’ll change it next week, so fine. It’s Gemini. It’s, it’s Gemini, correct. That’s the underlying model you’re correct. So we, we want to get attribution. I mean we wanted to say from whole whale from the Long Island cat shelter. Correct. You wanna be the authority that pops up on the side so you do in fact get a potential click and brand impression associated with the topic of someone saying like uh why do ugly cats not get adopted? Where do we put these testimonials in quotes? They’re basically embedded on your site, right, writing your content, right in line, um, you can use quote tags, you can use uh what’s called schema markup to make sure that when the AI is reading it. Uh, it is more quickly attributable, and in those testimonials, like you can just also just make up quotes like I now have to come up with some sort of clever thing to say, and I think for the AI study, I literally put in there I was like I have to come up with something. So I was like, alright, this season, AI will determine giving more than any other in history, like it’s a little. Over the top and like a pretty safe statement but I said it, I quoted it, I shoved it in with a quote tag inside of there and now that’s one of those attributing factors. There’s another big thing I wanna touch on, but I wanna make sure that makes sense. Uh, it does, but all right, so remember your big thing, but you are in jargon jail for scheme, you are in jargon jail for schema markup. I’m gonna bend up there somehow. Uh, the schema markup is, uh, little HTML tags in there, so behind the scenes, like if I want to make something bold, I put a little B tag on it. Every P tag has that little spacing. H one tags make it at the top header. This is just another one of those types of tags in the system that the machines read and understand more quickly what’s about to come and what lives between the open and close of that tag. OK, very good. All right, you’re out of jargon jail and listeners, the, the person who does your website will know exactly what we’re talking about. This is HTML. AI will know what you’re talking about if you literally, this is an amazing thing. Like your expert is the say, hey, teach me what I need to know about Schema. What, what would I need for schema markup of this page? You can ask AI and it is you’re ready to go developer on that front. OK. The This is the thing that these are the things that concern me. This is where we get into creativity conversations. What was your other big point? The other big point is something that has dawned on me and it kind of, uh, it sucks, technical term, because I’ve realized a lot of my writing is being. Commoditized and is not going to be found by people, it’s going to be summarized. And what I realized is where do we go to be uniquely human, where do we go for trusted information and more and more it’s going to be, I think in audio and video, video that is harder to fake, not impossible, but much more unique, a little bit more messy and so for your tentpole content, your main focused content. You have to have a video associated with it for a number of reasons, including the fact that YouTube is the #2 search engine, including the fact that people are now going to say like, I get that all this text I’m looking at is all like AI driven. I want to hear a human say it cause at least that human had to read it before saying it and letting those words out of their mouths. And third, because it is also showing up very, very clearly in those AI overviews right below, they’re giving video answers to the textual answer that AI gives and then they are having the good old fashioned links which are going to go the way of the yellow pages, I think. So we’re talking about side by side content. Part 111 part is for the humans and the other is for, is for the AI models on our site, you’re talking about videos, videos for the humans, mostly, although AI I understand the, the AI summaries are they’re, they’re finding the video and, and promoting those for you if they’re on point. But then there’s the also, but there’s the, there’s the AI. Needed content like side by side. We’re not talking about having to, I mean. Yeah, I, I, I, isn’t that what we’re talking about? 22 different levels of content, one for, one for the machine and one for the, for the humans who do come to your site. I’m beginning to believe that we’re probably headed toward the, the text of your site is more of like a database for AI to reference and so what is it that you’re going to create that is uniquely human communicating in that way is going to be video. For now, uh, because that, you know, is, it is also getting the lift on these other platforms. It is showing your brand, your people, and your message in your words as opposed to AI summarization of its spit back out in text, sometimes it’s attributed to you, sometimes it’s not. There’s no way to sort of like just sort of like stealing video the same way you do text. So I’m really Emphasizing and have been for a while the library of content that rides alongside my written content, which you know I try a little hard out on but I, you know, make no illusion that AI isn’t literally copying it and shoving it into its system and answering the questions that used to drive attention for us. So how do I play this game? I look at the data, I look at, right, it seems that it’s still on YouTube searching. I can embed it on my page so I increase engagement on my page when people do in fact go there, which is a positive signal in the land of the Google and old SEO and current. So it is a way to think about when we’re talking about your AI brand footprint, it’s a sort of adjacent because of the way Google is showing it and the way that everyone else also copies Google, so like in perplexity, which is a. Kind of Google competitor, I think for AI based um discovery of information and searching. Um, they are all sort of playing this game of amending and appending the relevant videos they find to that topic. OK, this is um. Uh, to me, this is as revolutionary as when back when we were saying you need to have a website. Yeah, this is a big phase shift. This is the yellow pages to website shift. I I don’t make that out of just sort of a throwaway statement. It is a big change and we’re in the middle of it. And so that is also one of those reasons I try to uh rant as much as possible, but wake people up to the type of content you’re about to create. You got a content calendar. Alright, we’re gonna map out 2026 and here are the like. 36 articles we’re gonna write, I’m like, take a beat because I think if you continue to write the way you used to and create content the way you used to, you are um. You’re creating another listing on the Yellow Pages. I don’t want folks wasting their time in that way. And also this should not be a surprise, but if you are using AI to write all of your content, why do you think AI is going to surface what it already wrote or what it can already answer? On your website, it is, you know, you don’t have to think that hard to be like, oh wait a minute, the hundreds of millions of people, like 10% of the adult human population on this current planet we are on uses AI to answer these questions like they’re, you know, you’re disintermediating yourself, you’re removing yourself when you simply press copy and paste from AI and by the way, people can tell when you’ve written it in a lazy way. Oh, that’s huge. That see you I wanted to, I, I. You were, you were given like a perfect summary. I thought, oh, this is a good place to end. I’ll just say that’s George Weiner, Keith Whaler and I’m out. Then you opened up, yeah, but then you opened up and, and by the way, um, you’re, you know, people can tell, yes, yes, uh, we’re still human here. And I don’t know. I, I’m not, I’m not saying that I’ve spotted every bit of artificially and artificially developed content that’s ever come across my screens. I’m not saying that, but. There is a feel of fakeness. To artificially generated. Paragraphs Yeah, it, you know what’s interesting? The human’s ability to do pattern recognition is tremendous. It’s, it’s unbelievable what we’re able to tune our attention to and what our brain simply learns behind the scenes, like we can now smell an AI generated image of it. We can smell the AI generated text, maybe it’s the vivacity, maybe it’s the uh unusually accurate cadence of number of words per sentence. There is something that you pick up and we are all collectively building. This ability to see it and maybe I’ll take a step back if you don’t believe me in our amazing pattern recognition. I want you to think in your mind of a stock photo of the following successful business person shaking hands and you’re like, it’s like you could smell it. It’s just the way it’s image focused cropped and it’s just generic humans doing business thing. The same way you can spot stock, we can now and are building that muscle, that pattern recognition for AI slop, work slop, whatever category of a bunch of AI generated texts, which is why it’s also fun talking about this new phase of like putting the human back in, how do you do that with video? How do you do that with testimonials, how do you do that with actual first party data? Like, I used to waste tons of time writing like very, very long articles and thinking and researching. But like Google searching and pulling back information, instead, I threw all that away. I spent all of my time doing this AI study to be like, I, I get to like geek out on this topic, go way deep. And then put that out instead, so like you’re just channeling your energy of creation in a different vector. I think your uh ability to spot stock photos analogy is is is spot on too. All right. That’s I think that’s very valuable, George. Well, we were here to make sure your audience didn’t walk away with panic. I feel like a lot of conversations go to this like hand wringing, what do we do next? So you have some takeaways. You got a lot of tactics. Uh, let’s let’s give one more shout out AI. That’s the research that’s the proprietary first person data that you’ll find at wholewhale.com. Go, just give him a break. Give him, give him some organic traffic. Just go to wholewhale.com. Don’t, don’t not click through from anywhere, just, just type in Wholewhale.com and go. Do it for George. Let’s see, let’s see if he gets a burst in, uh, in, in the month of October. And you’ll find George at uh on LinkedIn. He and I are very active there together, uh, just, you know, valuable content, George, then valuable, valuable ideas here. Thanks very much for sharing all this. Uh, thanks for giving it a larger audience. Next week, HR for non-HR professionals. OK, that, that, uh, that was supposed to have been this week, but George Weiner came in and he’s related to 4th quarter. So that’s why I squeezed him in because it’s the first show of the 4th quarter. So that’s the explanation, uh, ordinarily I would blame the associate producer, but this time, just this time, uh, it was, it was my own, my own. Uh, I would say rather savvy decision, but it was my decision, however you might characterize the decision, I made it. The savvy decision. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for September 22, 2025: The State Of The Sector (Beginning With AI)

 

Gene Takagi & Amy Sample Ward: The State Of The Sector (Beginning With AI)

This year, any conversation about the nonprofit sector finds its way to Artificial Intelligence. So we start there, with our contributors Gene Takagi on legal and Amy Sample Ward on technology. Amy is concerned about our lack of security readiness and shares their Top 5 security must-haves. Gene explains your board’s duties around tech, budgeting and planning. They both see resilience as critical. Plus, a ton more. Gene is principal attorney at NEO Law Group and Amy is the CEO of NTEN.

Gene Takagi

Amy Sample Ward

 

 

 

 

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Hello, and my voice cracked. Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d suffer the effects of chondrodermatitis, nodularis helicus. If I heard that you missed this week’s show. Here’s our associate producer Kate with what’s on the menu. Hello Tony. I hope it’s so funny. It’s that voice cracks like I’m 14. Hey, Tony, I hope our listeners are hungry. The state of the sector, beginning with AI. This year, any conversation about the nonprofit sector finds its way to artificial intelligence. So we start there with our contributors Gene Takagi on legal and Amy Sample Ward on technology. Amy is concerned about our lack of security readiness and shares their top five security must-haves. Gan explains your board’s duties around tech, budgeting and planning. They both see resilience as critical, plus a ton more. Jean is principal attorney at Neo Law Group, and Amy is the CEO of N10. On Tony’s take two. Tales from the gym. The cure for dry eyes. Here is the state of the sector, beginning with AI. It’s a pleasure to welcome back Gene Takagi and Amy Sample Ward, our contributors to nonprofit radio. Gene is our legal contributor and principal of NEO, the nonprofit and exempt organizations law group in San Francisco. He edits that wildly popular nonprofit law blog.com. The firm is at neolawgroup.com and he’s at GTech. Amy Sample Ward is our technology contributor and CEO of N10. They were awarded a 2023 Bosch Foundation fellowship and their most recent co-authored book is The Tech That Comes Next, about equity and inclusiveness in technology development. You’ll find them on Blue Sky as Amy sampleward, aptly named. Welcome. Good to see you both. Gene, Amy, welcome back. Good to see you both as well. I actually got to see Gene in person this week, which was a real treat. But your faces coming through the internet. Where? Where? In DC in a in a meeting. Oh, cool. Yeah, it was wonderful to see Amy and hear a little bit more about her family and learn, learn about things going on. um, and great to see you too, Tony. Thank you. Last time we were together was the 50th. That’s right. Yes. All right, um. So Amy You have been, uh, you have lots of conversations with funders, intermediaries, nonprofits, uh, I’d like to start with you just. What are folks talking about? Yeah, I think there’s A lot of desire for thoughtful conversation across the sector right now and, and over, you know, the last handful of months and I’m sure the months to come. And that desire for thoughtful conversation is trying to be held in a time where things feel rapidly unraveling, you know, and A few, I think patterns have been coming up at least in the versions of conversations that I’m, I’m in, whether those are, you know, 1 to 1 with other intermediary organizations, capacity building organizations, um, nonprofit service groups or, or even philanthropy serving organizations or with funders themselves, and they’re, of course, different. You know, flavors of the same dish maybe, but I think everyone really wants to hear and help and It feels like there’s not that much help happening. Um, I think when you talk to funders are presume you’re talking about. How does that go? Like you you should be funding technology, you should be funding capacity building, you should be funding. that are advocating for things or yeah, I mean, part of what sees as our kind of theory of change in the way that we make impact is of course and directly supporting nonprofit staff through training but also shifting the conditions in which all of us are doing this work. Right, so asking funders to fund adequately for the technology and data that is needed to, to deliver the programs, their funding right is part of that or, or all kinds of other advocacy, um, big, big a little a, you know, influencing thropy, and they, and I, I have to do, so they take these meetings like they don’t mind being told what they ought to be funding. Oh, it’s easy to take a meeting. It doesn’t mean you’re making you’re implementing what’s what’s the outcome and what’s the action? I realize that. But I’m OK, I’m, I’m, I think that most of the, most of the conversations N10 is entered into with foundations are not necessarily on the premise of like, can you please give us this feedback to fund a certain way, right? We just say that when we have access to. To folks that we, that we could share it with, but mostly, um, I think in these times, just like honestly in 2020 funders and other philanthropy serving organizations are asking for what we see because we are able to see into a lot of different types of organizations across the sector, not even just in the. and see trends that are emerging, see what folks are really asking for help on right in a way where we’re not having to divulge, oh, this organization that’s your grantee, they don’t know how to do this, right? There there’s not that vulnerability we’re able to share trends and unfortunately, the trends aren’t aren’t new, but, but at least they’re asking about them right now and they. are very, um, vulnerable issues. Like we are seeing incredible lack of security readiness in organizations. And as we’ve talked about on this show, and Gin has talked about, you know, there’s a lot to be concerned about when you think of a nonprofit organizations like digital and cybersecurity because It’s your staff, it’s your content, but it’s also all of your constituents, all of those people who’ve received programs and services, and if you feel that your mission and your programs and services are vulnerable, those folks in your community who’ve accessed them are 10 times more vulnerable, right? um, than your organization is, and that’s something that I think for us we just. We care about that kind of more than anything and so it really has felt like a spotlight on security and even just to um illustrate, we we can created a new program just to try to help in this way, um, a 3 month just security focused program. We had a single email that said that it was open. Um, In 4 days, we had 400 applicants from 26 different countries asking to be in the 20 people, you know, cohort, so That was, I think, validation that we were really hearing the trend and hearing what, OK, what are, what’s behind some of these questions that we’re getting? What are people really struggling with and oh my gosh, OK, we’re right, they are really struggling with security. This is um let’s, let’s bring Gene in on uh on security. You’re nodding a lot, Gene. And, and we have talked about, as Amy said, uh, as they said, we, we have talked about it, but, uh, you know, it’s, it bears amplification, because we, we all have talked about cybersecurity, protecting data, but especially as Amy’s saying, the, the, the people you’re doing the work for, if you’re, if you’re involved in a people, uh people oriented work, Gene, remind us. Oh, I’m amplifying everything Amy says, as I’m wise to do, um, but maybe I’ll just add that, you know, when people think, including funders, when they think about technology and, and some of them are just focused on AI right now, but technology is much broader than that, of course. When they’re thinking about technology, they really have to think of it as one of the core assets of an organization, and that’s not all because it’s also a huge risk and liability not only to the organization but all to all its beneficiaries and its communities that they serve and it’s communities that they exist in so it’s all of that it’s it’s even more complicated. To manage if I might venture and say this, then your other main investments which are like in staffing and in facilities like this is stuff that we don’t have a lot of experience with it’s newer things that are coming up. We haven’t learned how to manage it very well. It’s a little bit out of control. as it develops as with AI going on we don’t even know what the laws are related to this um so this is stuff that funders need to fund and organizations need to invest in really badly and when they don’t think about doing this they’re they’re really. Living for the short term at the expense of the intermediate term because it’s not even that far off in the future where these risks will ripen. They will ripen very, very quickly now. um, so that’s my two cents. And add to what she’s saying. I talked to two different, um. Funders who are who are regional funders, not national funders, and said, hey, I know the folks that are your grantees, they’re um predominantly rural organizations. They’re predominantly very small organizations, you know, single digit FTEs. There are folks that we can see in our data, not as individuals or individual organizations, but by kind of organizational demographics, are, are very likely to have really low scores, you know, ineffectiveness in these areas. We have free resources. We’re not even like asking you to fund us necessarily, like, which I should have been asking, but, you know, coming at it from really how do we get these resources available to organizations who we know are vulnerable, and their feedback was, well, security is not an issue that any of our grantees have raised with us. And I just want to pause there because why would a grantee in the vast power imbalance between a very small rural two-person organization and a funder, say we don’t have a security certificate on our website, we don’t have secure, you know, donation portal, we don’t. Have a database protect like why would they surface these would be fun? Of course they had of course no one has brought this up, right? Why would they point you, you need to be thinking beyond what was in that grant application and about really the, the safeguarding of that mission. Not only why would they admit it, but it may very well have nothing to do with, although it’s, well, it is related to what they might be seeking money for, but it, it’s, it’s grant application. Yeah, it’s not, it’s right, it’s not gonna be a question on the grant application is your, you know, do you have a, do you have a secure fundraising portal? Um, Gene, you have some advice around board like this should be at a board level, board level CEO conversation, right? Yeah, I mean it’s where it starts to get started. Yeah, and, and very obviously like technology comes up as a budget item, right, for the board. So when the boards are approving annual budgets, are they leaving any space for technology changes? Well, so many organizations, including public governments, are, are just like putting patches, right? They’re investing in patches and so they’ll patch, patch, patch. Um, but the technology is advancing so much quicker than patches can actually address. And again, The persons and organizations at risk are not only the the charity itself, right? It’s all of the beneficiaries whose data they’ve compiled and potentially like just goes beyond that as well. So it’s really, really important now for the boards to say let’s think about this as one of our core assets and our core risks and figure out how we’re going to properly budget for this item. And talking about sort of risk opportunity, you know, assessments and saying, well, what happens I, I’m a big fan of scenario planning and maybe it’s hard because these things don’t have definitions but over strategic planning for like a a longer term plan. I think scenario planning right now is really important because the the environment is just shifting so quickly, right? It’s like shifting every few months it feels like so scenario planning for different scenarios and and some of that would be well what happens if we don’t change our technology or what happens if we don’t invest? What are the worst things that can happen? What are the likely things that are gonna happen? and do we actually have board members who understand any of this? Do we need to relook at our board composition? Do we have anybody younger than 50 on our board? And for a lot of organizations, too many organizations, the answer is no, which will hurt you in the fundraising sort of pipeline down the road very quickly as well. Um, we’re not incorporating enough, um, Gen Z, millennials into the governance and leadership positions as, as boomers and even, um, Gen X are are are hanging on to positions longer. You know, for, for a reason, for a good reason, but, um, we need to bring more younger people into the pipelines because they have perspectives. They have a lot of what’s at risk, um, here as well. So that’s kind of my thinking in with respect to fiduciary duties, in the budgeting, they’ve got to understand it. In the recruiting for board members, they’ve got to figure out how to develop the pipeline of who to bring in on the board, like in their duty of loyalty, like to the organization’s best interests, they’ve got to be. Thinking not only about the purpose or the mission of the organization they’ve got to be thinking of the values of the organization, including how much they value the community and all of this relates to the organization’s um what what I’ll call it’s. Reputation or it’s just um legitimacy to the public at a time when the government is poking holes at organizations’ legitimacy if you haven’t earned that from your own community fundraising and everything else will will just dry up so you’ve got to invest in legitimacy if you’re not investing in technology at this point and protecting persons that rely on you. To safeguard their data you’re gonna lose legitimacy really quickly and you’re gonna be irrelevant or or, you know, liable for, for what are two quick things to what Gene’s saying on, on the staff side but then also on the board side. Plus a million to everything Gene said about making boards more diverse, um, including age, but I don’t want folks to think that that means because you need to like have a 25 year old on your board that’s now in charge of your technology. The board’s job is not to be in charge of your technology, but having more folks in that board meeting who have perspective or experience a lot of different. Things are possible helps open up strategic conversations to say, hey, have we considered this? Not that I’m now the implementer because I’m the board member, but it really does help and I just want to draw that line that we’re not saying make someone on your board in charge of technology, but having people comfortable with technology strategy conversations is very, very valuable, of course. The other side on the staff side, You know, one thing we see in our research, um, and our, you know, different assessment tools and in our programs, yes, there are still organizations that don’t have all the policies that they could have, right? They don’t have strong data retention policy, they only think, oh well, payroll files or HR files, right? They’re not thinking about all of the data, all of the content, you know, all these different things, right? We can have a big policy book and there’s work to be done there. But the real area of vulnerability that we see is organizations likely have some policies, but they do not have staff fidelity to those policies. So you could like go through a checklist and be like, yep, data consent policy, data collection, you know, but staff don’t know the policies exist and they are not practicing them at all in a consistent way. And so I wanted to go back to the scenario planning note because I think we see some folks um. You know, yes, you could bring in a consultant or you could get some sort of big security like test going, but what you could also do is in a staff meeting just take that time and say right now if we got an email that we had been hacked, what do we all think we would do? And just talk it through together and see oh this person. Thinks we would do this and this person over here says, oh we have an account here. What do we have? What, what is our answer, right? What, what are the questions we don’t know how to answer? Let’s go answer those questions for ourselves and really have more um opportunity I think to surface with staff where people don’t know something, not in a shame way but in a like, gosh, this is what we should focus our training on isn’t just let’s draft another policy. Let’s understand how to do these things as the people doing them every day. Amy, uh, in, in a couple of minutes after Gene and I talk about something that I’m gonna ask him, then I’m gonna ask you something, but you, you, I don’t want to put you on the spot with no, no forewarning. If we have, let’s, let’s take a, let’s take a, our audience is small to mid-size, so let’s go more toward the smaller, let’s take a, let’s take a, a 15 person nonprofit. Uh, it, I’m not sure it matters what the mission is. I, I, I don’t want to constrain you. I want you to think broadly. I, I’m the CEO of a 15-person nonprofit. Uh, we’ve got a $4 million annual budget. Is that 2, maybe 33 to $4 million annual budget for 15 employees, full-time employees. Uh, what I’m gonna ask you in a couple of minutes is what, what are some, what, what basic things can you name for us that, that we ought to have? OK. You, I thought that was you know way, you know, yeah, I know you’re gonna start writing, thank you. Gene, I want to ask you, uh, I, I, let’s let’s talk about the core assets of a nonprofit. Uh, you, you, I love that you’re identifying technology as a core asset. Are there, are there other core assets that, that I’m not thinking of? The staff is typically number one, right? Facilities is typically a pretty big investment, although that’s been changing um with a lot of remote working now and organizations seeking to downsize how they allocate where their investments are, where their assets are. um, staffing is also changing and. Part because of some technology, right? So if technology isn’t in that bucket in there, you may be downsizing staffing, you may be reducing facilities, but why is that happening? Probably somewhat related to your technology. If your funding stays stable. I know that’s a big assumption, but probably technology is playing a part in that. Is your technology? Gonna break down like in a year. That’s something to really think about. If you’re now reducing staffing and reducing facilities, relying on technology that’s gonna break down in a year or give you problems in a year or create harm to your beneficiaries, that’s like the big one that that Amy raised that, that really hits home for me. It’s like. Now you’ve got to really rethink what was the board doing? Did you even think about that? Um, so you know as part of your fiduciary duty of care, and again I love to think of it in terms of both the mission of the organization and the values of the organization which if I bring it down to fundamental human rights, it’s preserving dignity to your beneficiaries, right? And if you’re not safeguarding your private data and if you’re letting health data flow away, and this includes your employees too, right? like. Like your key stakeholders, if they can’t trust you. Then your legitimacy is also gone, right? So you’re really just shooting yourself in the foot unless you’re doing that. So boards have got to now rethink like we maybe weren’t thinking about technology that way so much before, but as we’ve seen how exponentially, you know, um, exponential changes technology creates for our organizations and the environments and what we invest in and what our risks are, boards have got to be in the mix and I agree absolutely with with um. Amy, it shouldn’t be the 30 year old or 25 year old board member who’s like, OK, you’re in charge of the technology. Yeah, no, no, it’s, it’s, but it’s another perspective in there. Yeah, and it’s, it’s, it’s better informed, uh, look, I’m the oldest person on the on the meeting, uh, in our chat. Uh, they’re, they’re better informed, you know, they, they, they have a a fluidity, they think about things that, that 63 year old is not gonna think about or 55 year old is not gonna think about. Um, so I’m just kind of fleshing out, yeah, of course, different perspective, but how so? Because they, uh, depending on their age, they either grew up with, you know, uh, technology is an add-on to my life. And some people have had it since like age 5. You know, I had a rotary phone at age 5. And I always dialed it backwards. So, you know, I was challenged from the beginning. Our colleague, our colleague is looking up from our uh homework assignment, homework from their homework assignment. What, uh, what, what do you, what you, what can you enumerate for us? I have 5 things I wrote down off the top of my head. I don’t know that if I had. You know, 50 minutes instead of 5 minutes that I would write the blog post with these same 5 pieces, but I think all of them, I know you gave me an organization, kind of 15 people, 4 million, but I don’t think any of these. Are unique to that organization. So I just want to say that. The first is cyber insurance. I know everybody thinks like let’s make sure we have our DNO in place. Check the box for some insurance as well, you know, um. Let’s make sure everybody DNO directors and officers insurance in case you’re not familiar with that, that’s, that’s an essential should definitely have that directs and officers, thank you. Yeah. Yeah, the second piece I um put down was data deletion practices. I feel like there’s such a focus on preserving data and content at all human reason, um, but actually, Like, to what end do you have this, especially to to Jean’s point before about the dignity of people, and they’re not in your program, you’re not reporting on them, you know, to a funder, you’re not, why are you saving every bit of this if it means somehow that list is taken, you know, um, and we talk a lot in our kind of closed cohorts when we’re working with organizations. That it isn’t that we don’t think there’s value in being able to look at longitudinal data of your programs and, you know, do that evaluation, but you don’t need to know that Amy Sample Ward was the person in that program, right? There are ways that you could anonymize the data and still preserve the pieces that are helpful for your program like evaluation. Well, removing the, the risk of it still being me or Jean or Tony, you know, associated. So I really think deletion practices and policies that dictate when you delete things, how much of it you delete, what you um anonymize is really important. Third, This is, I think, hopefully more top of mind for folks since so many organizations. Maybe became hybrid or virtual or remote permanently from the pandemic and that’s content and machine backups and and redundancy. I see a lot of organizations who say, oh, but we use the cloud, right? Like we use Microsoft 365 or we use Google Workspace. OK, but in your day to day is every single document that someone’s working on in those systems and if they’re downloading it to work on it offline for any reason. Well, does it have data in it? You have constituent information in it, um, but also like if someone’s working on something and they’re You know, computer is stolen or broken or vulnerable, is all of that backed up somewhere? Do you, you know, there it’s quite simple to set a full machine backup to the cloud every day too, right? But it, it just takes thinking of that, prioritizing it and setting it up, um, including, including with that recognizing. That employees might be using their own devices. They, they probably shouldn’t be, you should be, or you should, you should at least be funding their technology, their, their monthly Wi Fi bill, etc. but beyond just recognizing that they may not even be using exclusively your technology and, and what’s the, what’s, so then what’s the redundancy and backup of on their own devices. Technology policies that say the only tool you could use is the laptop we gave you are intentionally limiting your own understanding of how those workers are working because there’s no way that they are only using that laptop you gave them. So, having a policy that says this is how you safely access our tools, whether you’re using our laptop or not, at least allows you to build the practices, the human side of security into that use instead of pretending it doesn’t happen, you know. Yes, yeah, OK, number 4 and number 5 are somewhat similar, but again this is where we see big breakdowns in practice. Number 4 is that Every system that can have it has two factor enabled and is required. There’s so many ways to do to factor that it isn’t an excuse to say that it’s like burdensome, it doesn’t have to be like, it doesn’t have to be a personal text message. It could be an authenticator app, whatever, but like you need to have to factor on everywhere, um. And need to be using a password manager so that staff are not sharing passwords with each other by saying, hey Gene, the password to, you know, our every.org account is is this like, oh my God, you know, that we can both we can both log in but it’s encrypted we don’t see the password, right? We’re sharing it um in a safe way. And then the last one, number 5, is that, again, a practice, organizations have established processes for admin access for if you get logged out of something that it is not. I email Tony and say, oh, hey, will you send that password to me? Like, most of the security vulnerabilities that we see with organizations isn’t because somebody was in a basement and hacked their way in. It’s they sent one phishing email and a staff person responded and was like, oh yeah, here’s your password, right? Like, it wasn’t hard to get in. So, If you have a policy that says you’ll never email each other to say I got logged out, what is, what is a more secure way? OK, well, I call you on the phone. We have this secure password that we say to each other that only staff know and like. I’m not saying that has to be your plan, right, but it isn’t just randomly, oh, the ED sends an email to the staff person that says, please reset my password. Like, I don’t think that’s gonna be foolproof, you know. OK, so it’s just as simple as like a procedure for what happens when somebody can’t can’t log in. Exactly, because that does happen. So why not create something where everybody on the team knows this is what we do. I know I’m doing it safely, you know, and following the procedure. OK, those are pretty, those are pretty simple. Um, so you might, you might say, well, cyber insurance, that’s not simple. It’s not like I can do it today, but you can talk to brokers, you can talk to insurance brokers for cyber insurance, data deletion policy. I’m gonna venture that N10 has a, uh, sample data deletion policy and its resources. There you go. Backup and redundancy. Do you have, is there advice about that in Yeah, there’s lots of it, but I’ll put it on our list to make sure that there’s some guidance on that on our cybersecurity resource hub, which is all free resources, so I’ll make a note of that. Beautiful. 2 factor and and password manager. All right, that, I think that’s pretty well understood. I mean, uh, I, I have clients that use the, uh, the, the Microsoft authenticator. As soon as, as soon as I hit, as soon as I hit enter on the, on the laptop, I can’t even turn to my phone fast enough. The Microsoft Authenticator app is already open, notified. I’ve already got the not in the, in the second it takes me to turn from one side of my desk to the other. The authenticator is open. Uh, so it’s not, there’s no, it’s not like there’s no delay. Right, um, OK, and a procedure for not being able to log in, uh, uh, I bet you could find that on the intense site too. All right, thank you for that quick, quick homework. Thank you. All right, all right, so this is eminently doable. And then there’s, you know, of course you have to go deeper. There, there are policies that you need to have, but you know, I wanted something kind of quick and dirty, so thank you for that. All right, all right. Um, Should we turn to just like general state of the sector from our cybersecurity conversation? Sure, um, Amy, you wanna, you wanna kick that off? You kick that off. Yeah, I do talk to lots of people and I think, you know, we’re hitting the two-year mark of kind of like unavoidability of people constantly talking about AI which I have my own feelings about, but, you know, If I step out of any one day’s conversations about AI and look at the last two years, we’re in a very different place of those conversations, you know, um, in a way that I think I finally feel good about how the trend is going in those conversations, um, a lot of one on one calls I have with, with really diverse organizations, you know, small advocacy organizations, global HQ or, you know, like all kinds of folks is. How do we not use the tools that are being marketed to us? And how do we build a tool that’s purpose-built, that’s closed model, that’s just the content we want it to have, right? And like actually useful for us. Which I think is really exciting, that folks are kind of seeing that it’s, it’s just technology, just like, yes, it has different capabilities, you do different things, different tools do different things, of course, but I’m really excited that it feels like folks are trending towards. Well, we have some use cases. How do we build for those use cases versus we want to adopt these things? How could we find something to do with these things we want to adopt, which I think was the reverse order of it all. You and you and I have a friend who is devoted to this exact project, uh, George Weiner, CEO Whole whale, they’ve created Cas writer. Yeah Horider.AI, which is intended exclusively for the use of small and mid-size nonprofits, limited, limited learning model, uh, your content safe within it and not being skilled in artificial intelligence, that’s about the most I can say about it. But whole well, they have a, they’ve, and they’re not the only one I’m sure, but they’ve created a product specifically, uh, to take advantage of. The technology of AI, but reduce a small and mid-size nonprofit’s risks around your use of it in terms of what it brings in and how it treats the data that you provided. Yeah, causes writer, change agent, there’s a number of folks in the community. You know, trying to help organizations in this way, which I think is great, um, but a trend, a smaller trend in the last couple months in these AI conversations, bigger trends like I said, but there’s also this piece where I’m hearing from folks saying that. They can tell, for example, a colleague used Chat GPT Gemini, and, you know, a large tool like that to to make this proposal that they sent to them or this email, and when they say, hey, it’s really clear that you used Gen AI tools to write this, could we talk about it and get into like your thoughts more about it? There where they had in the past felt that folks were like, oh yeah, I did, but like here’s what I was thinking. Now there’s just complete denial that the tools were used. They lie. People lie? Yes, that’s right. And so to, they’re like, well, how do we have strategic conversations about the way we use these tools if you’re going to deny that you’re using them. Well, let’s let’s talk about what, when you lie to someone about anything, especially I don’t, I don’t, it seems innocuous to me, but, uh, including AI, well, I’ll, I’ll, I’ll leave my own adjective out of it. I think it’s innocuous. It’s so the the technology is so ubiquitous, but all right, if you lie about anything, you, you lose legitimacy. I, if I were a funder, uh, OK, thank you very much. Goodbye, because you just, you just lied to me about something that I don’t think is such a big deal even. And I’m giving you a chance that I was able to point to it, you know, yeah, and I’m giving you a chance to overcome it. I want to have a chat human to human, and you’re denying that the premise of my question. OK. All right, I’m so I’m shocked, obviously, I really, I’m dismayed that people are lying about their use. That’s completely contrary to what the advice is ubiquitous advice is that you’re supposed to disclose the use. Right. I’ll just throw in there that. Please, Gene, get me off my, push me off my soapbox. Well, back to kind of board composition, if you ask a bunch of board members, I think many of them. Would say AI is just like one thing. They have no idea that like AI is a million things, right? And you’re probably using many, many forms already whether you realize it or not, even on a Google search, like, you know, AI is popping up now you might, that might be a little bit more obvious now, but. Just to, to know that AI if I compared it to a vehicle, for example, it could be an airplane, it could be a bicycle, it could be a tank, right? They they all have very, very different purposes and repercussions and so you have to understand that like, oh we’re gonna like invest more in AI. That doesn’t mean a whole lot. So, um, to figure out what your what your strategy is again, I, I, I think, um. Cybersecurity and when when organizations are gonna venture off into AI a little bit more they’ve got to see it as part of governance and not just information technology it’s not just the uh a management tool it’s part of their governance responsibilities. It’s time for Tony’s Take too. Thank you, Kate. Got another tails from the gym. This time, two folks whose names I don’t know yet, but I do see them. Fairly often, they’re not as regular as Rob. The marine semplify or uh Roy, I’ve talked about Roy in the past, not, not, not as common, but we’ll, we’ll, we’ll find out. Like I did find out the uh name of the sourdough purveyor, you recall that just a couple of weeks ago. Uh, I, I’m gonna hold her name, it’s in suspense now, but, uh, I learned her name, the, the one who gave the sourdough to to, to Rob. So these two folks were one of them, uh, the guy. Suffers dry eyes. And the woman he was talking to had the definitive. cure for dry eyes. You have to try this. And she was on him for like 5 minutes, you gotta try this. Hold, hold on to your, make sure you’re sitting because you know you’re not, you, you’re not gonna wanna, you’re not gonna wanna stumble and fall down when you hear the startling news of the dry ice cure of the uh of the century. Pistachios, pistachios. She was very clear. 1/4 cup. She, she did not say a handful, which to me a handful is a 1/4 cup. She didn’t say a handful. It’s a 1/4 cup of pistachios daily, right? This is a daily regimen you have to follow and you will get results within 3 to 4 hours. She swears it 3 to 4 hours, your eyes are gonna start watering. It’s gonna be like you’re crying and tearing, like you’re at a funeral or a wedding. That’s how much water you’re gonna have. All right, I editorialized that I added the wedding funeral, uh, uh, analogy, but she swears within 3 to 4 hours your eyes are, are gonna be watering. Follow the regimen, pistachios. She was also very precise. These are shelled pistachios. You don’t wanna get the, uh, the unshelled ones too much work, uh, which to me that’s interesting now that’s, that’s contrary to the advice that I’m hearing on, uh, YouTube. There’s that guy on YouTube, the commercial that I always skip, but sometimes I listen, uh, Doctor Gundry, you may have heard Doctor Gundry on the YouTube commercials. He talks about pistachios. He says get the unshelled ones because that way you won’t eat too many of them because you have to go through the task of shelling them yourself so you won’t eat too many because too many pistachios, according to Doctor Gundry now this is too many pistachios is bad, but the right amount of pistachios is, is, is, is beneficial, but he’s not as precise as the gym lady. He does not say Gundry, you can’t pin Gundry down. Of course, I didn’t listen to his 45 minute commercials, so, you know, I listened for like 7 minutes and I got the, the shelling, uh, the tip from, uh, from Gundry. So, He’s not as precise as the uh the dry eyes cure lady. A 1/4 cup of pistachios shelled every day. You’re gonna get immediate results. That’s all, it’s just that simple. cure the dry eyes. Don’t buy, don’t buy the over the counter. Don’t buy the saline in the bottle. Don’t buy the uh red eyes. Well, red eyes is a different condition that, uh, it’s different. She doesn’t claim to have a cure for that. Dry eyes, she, she stays in her lane. She’s in her lane, dry eyes. That is Tony’s take too. Kate. I like the specificity of the uh the shelled unshelled unshelled, no, no, no, get the shell, the ones without the shell, they’re already been shelled. She’s very precise cause that, because the shells are gonna take up more capacity and you know, and then you’re not gonna get the full 1/4 cup uh therapy. The treatment is gonna be lacking because you’re not gonna get a 1/4 cup because the shells are taking up space in your measuring cup. Well, then my next question would be like, salted, unsalted, old bay, no old bay. It’s like, Well, you should have been there with me. Uh, she didn’t, she didn’t specify. I think just straight up. She didn’t say salted or unsalted. That’s a good question. You’re gonna have to go on your own, let’s say if it’s a, if it’s a dry eyes regimen. Then you wanna, you wanna be encouraging fluids. So I would guess, now this is not her. I don’t wanna, I don’t wanna impugn her, her remedy, her treatment, you know, with my, my advice now I’m just stay in my lane. This is not my specialty, dry eye cures like hers. I would say you probably want the unsalted because salt, uh, salt causes, uh. More dryness, right, if too much salt, you know, you become dehydrated, I believe, so. But again, that’s not her. You know, I don’t wanna, I don’t wanna add anything on to her, her strict regimen. Um, oh, and by the way, uh, I heard one of the, uh, commentators I listened to on YouTube said, uh, somebody had Riz. I knew exactly what they meant, yeah, I knew exactly. I didn’t have to go look it up in the, I knew it, charismama. I said, oh, I know that. I don’t, I don’t have to go look it up in the uh in the slang dictionary. Oh, so proud of you. Yes, thank you. That’s just a couple of days later. All right. We’ve got Beu but loads more time. Here’s the rest of the state of the sector, beginning with AI with Jean Takagi and Amy Sample Ward. Now I asked about the state of the sector and we’re back into cybersecurity. It only took about 6 minutes, uh, and we’re like 1 minute and uh and then we just talked about it for 5.5 minutes. So, all right, where there are bigger things going on in the nonprofit sector. You know, our, our, uh, federal government, uh, the regime is, is, uh, has found nonprofits that are complicit in terms of universities. Uh, I don’t think it’s gonna stop there. um, we are, you know, both the left is, is under attack and. In a lot of different ways and that, that impacts a lot of nonprofits that do the type of work that is essential, you know, whether it’s legal rights or human rights, uh, simple advocacy, um, I mean, even feeding certain populations, uh, so obviously immigrant work, um, let’s. Uh, let’s go to the uplifting subject of, uh, the, uh, the state of the sector generally. Like, let’s put AI aside now for, for 15 or 20 minutes and just talk about. What people are, what people are feeling, what people are revealing to you. Gene, I’ll turn to you first for this, you know, what, what, what do you, what are people concerned about? What’s happening? Well, um, what’s on people’s minds is what I what I mean. Yeah, I, I think the sector is still feeling the the impact of the broader public being very polarized, um, and the effect of not only government actors on, um, uh, inflaming the polarization but on media as well, and nonprofit media is not exempt from that, uh, as well. So really is about trying to figure out, well, how do we. Move forward at a time where it is so polarized and where for many organizations the government is acting uh adverse to where our mission and our values are and they are affecting our funding and what’s gonna happen. So one of the trends going on right now I, I, I see is. There’s a greater understanding that we’re not gonna go back to the world. That, that was a year, right? We’re not going back there. We’re in this, what I’ll call is probably a transitionary period. I don’t think this period will last exactly like this either, but what’s gonna be next? What’s forthcoming? Is it gonna be worse? Is it gonna be better? And what can we do now as nonprofits to shape that direction? Like we can fight. Tooth and nail for everything right now, but if we’re not and by we, I’m including myself in the nonprofit sector, so forgive that indulgence, but if we can work towards a brighter future strategically, what are we thinking about instead of just sort of defending against every new executive order or every law and just trying to sort of fight on a piece by piece basis to just maintain scraps of of rights that. That we can preserve what what is our future plan, um, so we’re gonna also see with the diminished fundraising we’re gonna see some um consolidation in the sector, right? There’s, there’s a lot of nonprofits out there and they’re going to be a lot fewer nonprofits in 4 years. So what is gonna happen? So we’re gonna see more collaboration. We’re gonna see more mergers. We’re just gonna see a lot of dissolutions, um, and that’s gonna mean that a lot of communities are no longer gonna be served. So what other organizations are gonna pick that up? And if we have less funding to serve communities, do we need to find ways to do it in different ways, um, and so you know, back to technology, people will rely on technology, but that’s not the panacea for everything. Um, and I think collaboration is going to be a big part of it as well. So yes, there’ll be some consolidation and some mergers, but there’s gotta be other sorts of collaborations because the need is just gonna keep growing. Uh, but also trying to shape what we want in the sector is important and to understand that we’re not the only country that’s going through this, right? And we are more and more in a, you know, and this is one world and everybody impacts each other. And there are other very authoritarian countries that have really harmed their civil society and their nonprofit sectors, right? Yet there are nonprofits that continue to thrive. In those sectors, what are they doing? What can we learn from them? What gives them legitimacy when the government is not giving them legitimacy? There’s a lot to grow from here, evolve and adapt, um, but we are, and admittedly we’re in really, really harsh circumstances, so everybody is just sort of, you know, running all over the place without, without any direction still, but I think there’s more and more. Understanding that we’re gonna have to start to gather together and and and create some plans. I really agree with Jean and I, I’m also thinking about how we first started our conversation and How I said, you know, I’m experiencing folks really wanting to have thoughtful conversations, even though we may not be able to even make a container for those thoughtful conversations because of all the pressures and the anxiety and the unknowns. And I feel similarly here and in the way Gan is framed, framed the the uncertainty ahead because I see so many organizations who have never, through all the ups and downs, even if they’ve existed for 100 years, have never had to say. That their mission was political because no one has ever said that feeding hungry children was political or that housing people that don’t have a house is political or, or, you know, name most of the missions across the sector, right? Um. And now we’re in a place, you know, the last few months of the budget cycle and all of those debates made snap and uh so many programs became something where we we saw staff in the community saying like, oh gosh, well, normally I send a newsletter, normally, you know, this is my job and now I’m having to defend. That our organization exists and why we would exist and and what our programs do, but I also think to Jean’s point, there’s so much to learn and there is so much we already know. We do know how to do our work, right? Our folks who are running all kinds of missions and movements are experts and so even if we are. Um, looking at opportunities to collaborate, not just mergers and, and acquisitions or closing, but, but really collaborate in new and different ways, we don’t need to enter those conversations feeling like we don’t know anything. We know a lot. We’re just looking for maybe new venues or ways to apply that learning and that knowledge and I, I just, I wanna say that part because I, I don’t want folks feeling like they can’t enter those conversations because. They’ve just never done it before and they don’t know what what to even say. No, you know all about housing. You know all about resource mobilization in your community, whatever it might be, right? And so from there, there’s lots to grow from that that there’s already fertile ground. We, we have, yeah, we have experience, we have wisdom. Um, it sounds like, you know, you’re, you’re both talking about resilience. You know, we, we, we need, we’re, I guess in the current moment, we’re sort of treading water to see what’s coming as we’re, as we’re defending our, whatever, whatever our work is or whatever is important to us personally, because we, you know, we know that we, we can’t, we can’t take on everything, but, you know, we’re, we’re standing up for what it means the most to us. As, as individuals and as, as nonprofits. And then we’re waiting to see what, you know, what the future holds, um. I, I, I agree. I, I don’t, I don’t think it’s gonna be this extreme, but I also agree we’re not, we’re not going back to uh the 2016. Yeah, I’m just a really strong believer in, in one thing you said, Tony, about like what we want. There, there’s some things we want, and I think that is true of most of the country. I think for a lot of things, we want the same thing, right? It fundamentally it’s dignity for everybody, um. Uh, and, and dignity for our own communities. So just trying to find that and showing how nonprofits further that goal and making sure. That your representatives know that is really critical. So right now our our representatives just seem to be voting as blocks, right? They just vote along party lines and they’re not doing much more, but that would change if en masse, like the people that vote them into power say these are the things that really are meaningful to us like do something. You know about these fundamental things we wanna be able to feed our children we wanna feel safe on our streets like they’re just fundamental things, um, and then we can talk about how to accomplish that and we might have disagreements on, on that, but make sure the representatives know that they’re gonna be held accountable for helping people get what they really want and what the things that most are are most important to to them. That are meaningful to them, um, because so many things that people are shifting the arguments towards have no real meaning to their personal lives like attacking certain groups, you know, for, for, for allowing them to have rights probably, you know, the people people are attacking them. It probably doesn’t make any difference in their day to day lives or not whether those other people have rights or not when we’re speaking about certain minority groups, but why are they attacking it because that makes them or or they’ve been positioned. I, I think they’ve been. Uh again with, with technology and AI they’ve been brainwashed into thinking this is the fundamental thing that separates us versus them and we have to be better than them and um I, I, I think we’ve really got to get off of that sort of framework of thinking and really having nonprofits connected with their communities and tying them to their representatives is really really important at this time. Yeah, that that zero-sum thinking. That everything somebody else gets detracts and takes away from me, my, mine. Whether it’s an organization or person. It reminded me of a conversation we had on the podcast. I’m trying to remember when it was, it was years ago, years ago, um. And I don’t remember what if it was uh political administration change or it was natural disaster. I don’t remember what maybe the original impetus was when we, when we very first talked about this, but It is reminding me of, you know, we’ve said before the value that every organization has in, in kind of sharing the, the information and the data and the lessons and the truth of your community and your work so that when people are putting into the garbage machine, you know, tell me the tell me the real. You know, stats about hunger in my city or whatever, who, who cares about that? But if they actually came to your website as an organization that addresses hunger and you said this, these are the real numbers, right? This is what it, this is what hunger looks like. It looks like a lot of different things, right? It’s like AI hunger can be all these different things, um. That’s an important role in this time that every organization I think can be contributing, really saying this is what we know, this is what we see. This we are experts on these topics so that There’s a little, even if it’s a small antidote to the spin and the and the media and the wherever those online conversations go, at least you were kind of putting on the record what you do know and see in your work. Exactly right. I, I think I remember we were talking about how to be heard when there’s so much noise out there in the social networks and in media. How, how does, how does a nonprofit get get heard, and part of your advice was you have your own channels. So, and including your own website. Yeah. Thank you. All right. All right. What are you hearing, Tony? You get to talk to people all the time too. You have your own angle. You’re sitting over here grilling Gene and I. You got that’s not fair. I don’t see and hearing. Gene, I hate when they do this to me. Gene, help me out. No, um, alright, I’m gonna put AI aside because there is so much of that. Um, Still, you know, funding, uh, people still reeling from the USAID cuts, you know, it fucking kills me. It’s $1.5 billion which there are, there are several 1000 people in the world who could pull out $11.5 billion from their pocket and replace all the AI, all the USAID funding. See, I said AI when I’m, it’s a ubiqui it’s, it’s, we’re, we’re. We’re like, we’re, we’re conditioned that could replace all the USAID funding with a check or with a crypto transfer, and they wouldn’t actually be cash like that’s bananas, and they wouldn’t miss it. So, you know, people still reeling, um, missions still reeling from the USAIDs. I have a client that’s, but I, I, I hear about it from others as well, um. And it wasn’t just USAID, but State Department cuts that were non-USAID funds. The State Department did a lot, um. Yeah, a little, a little in media, you know, I, I listened to some media folks, um, Voice of America, trashed, trashed under, uh, what’s Carrie Lake, you know, uh, used to, used to, you know, like our, our soft. What’s it called soft diplomacy, right? Like, like bags of rice, bags of flour and sugar through USAID and State Department, news and information that was trusted, unbiased. I know there are a lot of people who would disagree that it was unbiased, but still, the, the effort was to, to be unbiased, spreading news and information around the world, around the world. Uh, and then I guess also, uh, public media cuts here in the United States where grossly, ironically, Red rural communities are most impacted because they’re not gonna get emergency flood warnings like like just failed in help me with the state was it Kentucky, the the river that flowed and the and the camp that lost 20 counselors and children, was it Kentucky, Texas. I’m sorry, it was Texas, right, thank you, um. You know, emergency warning systems, let alone news and information, you know, we’ve, we’ve gutted, uh, corporate media long ago gutted local media, but just so news and information. Lost through the Corporation for Public Broadcasting funding. Corporation for Public Broadcasting, of course, winding down in I think October. September or October, uh, so their funding lost and even just as basic as like I’m saying, you know, emergency warning systems for rural communities, horns that blow. Uh, messages that get sent at 3:30 in the morning. That that overcome your do not disturb. Lost, you know, lost. Stupidly Um, and a, a lot of this, you know, we’re just not, what, what aggravates me personally is we’re just not gonna see the impact of it, some of it for decades, and we haven’t even gotten into healthcare. But we’re, we’re maybe not even decades, but just several years. It’s gonna take several years of Fail failed warnings about things that NOAA and the National Weather Service used to be able to warn us about, you know, 8 months ago, um, and health, health impacts in terms of loss of insurance, lost subsidies around Obamacare, uh, Medicaid cuts, and Medicare cuts likely coming, you know, we’re we’re gonna see. Sicker people. We’re gonna see a sicker population, but it’s gonna take time. It’s not gonna happen in 6 weeks or even 6 months, but it will within 6 years. We’re gonna be, we’re gonna be worse off, and we’re not, and we’re gonna blame the, the current then administration, whatever form it’s in. Nobody’s gonna be wise enough to look back 6 years. And say 6 years ago, we cut Noah and that’s why now today, in 2031, you didn’t get the hurricane notice. And then of course healthcare too. How about in fundraising, Tony? I mean, what I’m, what I’m hearing is, don’t rely on the billionaire philanthropists anymore. Like, yeah, yeah, we’re over, thankfully, we’re over that. I, I, I never, I, I, you know, there’s, there’s so far and few, few and far between and, and 10,000 people, 10,000 nonprofits want to be in, um, Jeff Bezos’ ex-wife, uh, pocket, I can’t remember her name, Mackenzie Mackenzie Scott’s pocket. 10,000, 100,000 nonprofits are pursuing that, you know, the focus on your relationships, build, work on donor acquisition, but not at the billion dollar level. Work on your sustainer giving program. Work on, work on the grassroots. Can you, can you do more in personal relationship building so that, so that people of modest means can give you $1000 or $5000. And, and people who are better off can maybe give you $50,000 but they’re not ultra high net worth. But if you’re building those relationships from the sustainer base up working on your donor acquisition program, how are you doing? Are you doing with the petitions, emails, and then a welcome journey and you’re moving folks along and then you’re bringing them in and then inviting them to things, you know, work at work at the grassroots level. Among the, the, the 99.9. 8% of us that aren’t ultra high net worth. The other 95%, for God’s sake, we’ve been doing this since 2010, 2010. Yeah, 2010, 15 years, right? Yeah, 15 years, 7, yeah. The other 95% were, you know, don’t focus on the wealthy that everybody wants to, you know, the celebrity. I got a client with big celebrity problems on their board. Names you would know, 3 names you would, everybody would know. Um, they’re a headache. They don’t, they don’t make board meetings. They cancel at the last minute. They, uh, last minute, like a couple of hours. After all the work has been done, all the board books have been sent, and a couple of hours’ notice, they can’t make it. And then the and then another one drops out. Well, if she can’t, then, then I can’t also. Uh, as if that’s a reason, and then, and then the board meeting is scrubbed, and now, now we’re, you know, now they’re struggling to meet the requisite board meeting requirement in the bylaws, right? But so, you know, celebrities, you don’t need celebrities, you need dedicated folks on your board who recognize their fiduciary duties as Gene talks about often, to you, loyalty, care. Is there a duty of obedience to? Is that one? Or is that’s, no, that’s, that’s the clergy. That’s the duty of obedience. I know it’s not celibacy. I know that’s not, I know that’s not good. Amy, why did you mute your mic when you’re laughing? Come on, let us hear you laugh. Uh, now I know it’s not celibacy, but uh loyalty and obedience, loyalty and care, sorry, loyalty and care. And what’s the other? There are 3. What’s the other of obedience in the laws and internal policies. Yeah, yeah, obedience to laws and internal policies, right. So but, but care and loyalty. That’s another one, another one of these celebrities. The giving to Giving to a charity that’s identical to the, the one that I’m that I’m working with in the same community, does the exact same work and major giving to that charity. So Yeah, you, you know, focus on the, on the 99.98% of us who aren’t ultra high net worth. The grassroots, work on your work on your donor acquisition and sustainer giving and move folks along from the $5 level to the $50 level. This is how it gets done. Things are hard, and there are things we can do. Yeah, thank you. There are, there always are. Yeah. If we’re, if we’re focused in the right place and, and bring it back to artificial intelligence, you don’t even need to use artificial intelligence if you don’t want to. Amy, you’ve said this to us. You don’t need to, and it, but, you know, but that’s, it’s, that is not all of technology and that is not all of your focus in 2025 and beyond. Especially. When using it is impacting care and loyalty and obedience and data protection and everything else, right? Thank you for putting a quarter in my slot. That really worked. There’s a lot going on and there are things we can do. How about we end with that? Because that’s up, that’s upbeat. There is a lot you can do. There’s a lot you know. Amy, you were saying we have so much you can do. There’s so much you do already know and That doesn’t change because it is so hard. It just reinforces how important it is that you do know all of that, that you do know what you are doing, that you can take some actions, even if they feel small. Making sure 2 factor is enabled everywhere could be the thing that saves your organization from being in the news, you know, like, that’s worth it. And it didn’t feel that big or overwhelming. And also everything is still horrible, but you did that thing and it was important to do. Know what you know. You know, a lot of people we don’t know what we don’t know, but you, you do know what you do know. Know what you do know, and, and take action around what you do know. Whether it’s two-factor authentication or, or uh talking to your board about sound technology, investment, or it’s Focusing on your sustainer giving. And there’s a lot going on, there’s a lot you can do. Thank you. And pat yourself on the back whenever you take those small steps because they’re probably bigger than you think. That was Gene Takagi. Leaving it right there. Our legal contributor principal of NO. With Gene Amy Sample Ward, our technology contributor and CEO of NE. Thank you very much, Amy. Thank you very much, Gene. We’ll see you again soon. Thanks, Tony. Thank you Tony. Next week, better governance and relational leadership. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guide, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for July 8, 2024: Improve Your Communications With AI

 

Carlos MoralesImprove Your Communications With AI

Carlos Morales, from Viva Technology, shares how to use specific ChatGPT prompts to accelerate your written drafts; optimize your messaging for clarity and audience; and, personalize your outreach as you maintain a consistent voice, tone and brand. All through artificial intelligence. (This was recorded at the 2024 Nonprofit Technology Conference, hosted by NTEN.)

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with dysphasia. Not last week’s dysphagia, dysphasia. If I had to speak the words you missed this week’s show. Our associate producer, Kate is away this week. It’s all me. We’ll get through it. Hey tone. Oh, sorry. Continuing our 2024 nonprofit technology conference coverage this week. It’s improve your communications with A I. Carlos Morales from Viva technology shares. How to use specific chat GP T prompts to accelerate your written drafts. Optimize your messaging for clarity and audience and personalize your outreach as you maintain a consistent voice tone and brand all through artificial intelligence. I’m Tony Steak too. Giving usa why do we have to wait six months? We’re sponsored by Virtuous, virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box. I’m channeling Kate fast, flexible and friendly fundraising forms for your nonprofit donor box.org. This isn’t so hard here is improve your communications with A I. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC. You know that that’s the 2024 nonprofit technology conference. And we are in Portland, Oregon at the Oregon Convention Center. We’re sponsored here by Heller Consulting, technology strategy and implementation for non profits. With me now is Carlos Morales, digital marketing strategist at Viva Technology. Carlos. Welcome to nonprofit radio. Thank you so much. I’m glad to be here. Pleasure. Thank you. How’s the conference going? Are you enjoying? Oh, I’m loving it. This is very good. Is this your uh this is actually, this is my second one in like in the last 14 years. And so it has been a while. It’s been a while since you came, you miss them. I mean, NTC is a very good conference. It is. It is, I mean, great, great information, great sessions and great networking opportunity, meeting awesome people learning from a lot of people as well. Yeah. Have you done your session? I did, I did yesterday. People learned from you and now you’re learning from others as well. This is the community, the N 10 community. It is. It is. And uh your session that you did yesterday is accelerating nonprofit communications draft, refine and personalize with A I, correct. All right, personalization. It’s possible. It is, it is. Well, give us the overview first. Why, why did you feel we needed this session? Sure. Uh Well, as you know, A I is sort of actually now the uh the talk of the town, right. And so a lot of organizations are using A I or want to learn how to use A I to actually communicate better, to market better and to reach their audiences better. And so it’s a great tool. It allows to save, uh save us a lot of time. It can give us great ideas and how to do our job better. We can be more efficient. And so the whole purpose of decision is actually to give practical tip hands on uh tips and how to use chat G BT in this case, uh effectively for nonprofit organizations uh create some efficient and effective communication strategies. So, yeah. Alright. So uh you say, you know, draft, refined and personalized. So why don’t we take those in order, drafting comes first before we’re writing? So what’s, what’s your advice around the use of A I drafting? Sure. So when we’re talking about drafting, communication is basically let’s, let’s uh let’s talk about CG BT as being the tool that he actually we talked about yesterday. It’s going into chat GP T uh and prompting or giving instructions to cha G BT on a specific task. For example, help me write an email about fund raising for my donors. Um And you know, I want this email to be very uh to have a grateful tone. Um And I want you to cover, you know, mention all the goals that we were able to achieve based on our fundraising strategies. It’s just, it’s just a simple prompt. This is a simple instruction. Now, Judge GP T is gonna come up with, OK, here’s the email based on the instruction that you gave me as you actually read the first draft of the email, right? What you’re getting is basically, that’s the first thing that’s the draft based on one instruction, the email comes up and then you’re gonna actually now refine it. But the whole idea right now is just to start getting some ideas, brainstorming and what would be the best email I can send out to my donors? That’s it. So I’m just giving you one instruction, you create the task and then from there we’ll go and improve it. So that’s the draft piece and, and we’re gonna, we’re gonna, we’re gonna improve it with future with additional instructions exactly in a prompt. And so that’s when the refining piece comes along because then as after I looked the draft, I can say, well, this is great, but I want you to be more specific. And so, and I want you to address the donors that actually donated between five and $10,000 for example. Um and I want, and I wanna make sure that uh you know, as you were thinking them, I wanna make sure that we actually put a link where they actually can go and click on it so they know how their money is being used. So now we’re actually adding more instructions to be able to actually refine that email. Now, maybe the first draft was not what you wanted. Maybe the first draft was too vague, too general. Well, the refining piece is giving more context, more detail to cha GP T. So you can actually get better results and you go from there. So this is obviously an iterative process, you know, using A I in G BT or any other language model is not a one time thing. It’s not like giving instruction once you’re gonna come up with, you know, with the best idea, the best email, the best marketing communication is not gonna happen. So you have to continue talking at it providing the context or the additional information for that, you know, for cha GP T to give you the best result possible. OK. Yeah. So you know, we’re talking about prompt engineering, which is a fancy way of saying, you know, learn how to talk to A I by giving actually the right prompts the right instructions. That’s what that is. And we had a session yesterday, a conversation about prompt engineering with uh with two other guys. Um All right. So is that enough? I mean draft refine and then personalize right, the personalized piece though, after you are refining after you’re enhancing your communication that email. Now, we wanna make sure that we are personalizing, right? Remember that I said donors that actually donated between five and $10,000 that piece of it. There you are segmenting you are, you are sort of actually personalizing your message to a specific specific segment of your audience, right? Because the language that you’re using is gonna be different for someone who probably donated about $1000 right? Because that money might go to a different cost. And so that’s the personalizing piece. The other thing too is that you can actually train cha GP T to adopt the tone, the brand voice of your organization. For example, you can actually give them documents, you know, past emails or a specific flyers in which you say I want you to look at the way that we have written this communication pieces to donors and I want you to actually adapt or a adopt that specific tone into the email. So that’s where the personalization and keeping your brand voice comes in. So that’s, that’s the piece about personalizing it. But you’re gonna, when we talk about personalizing it, it’s pretty much talking, you know, we’re talking about let’s let’s communicate with a specific type of audience. No, in this case, we’re talking about donors, it could be parents, it could be youth, depends who, who, who your target audience is. Yeah. OK. And right. And the personalization also comes from you giving it text to train itself to you, to train it to adopt my tone. Use this ii I don’t know, use some of the maybe use the language of the second paragraph, you know, or things like that. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. This is uh it gets a little tiring now back to improve your communications with A I I think we’re doing OK though. Uh you mentioned a link. Now, how would we a link? So donors can see how their gift was used. How’s that gonna work? So basically, you can actually do that. You can actually say well and I want in the email to for them to go to my website, give them, give it the URL, give it to your RL and then that will be included in the email that Chad G BT generates. Alright, I mean uh there must be more to talk about because you had a session we just did draft or fine and personalized. Um What what what, what more, what more do we need to talk about? Sure. Well, I think we look what we’re talking about actually communicating with JG BT. The whole thing is about prompting is actually about, you know, making sure that you know, exactly or you learn how to actually talk to it, give the right instructions. So one of the things that we talked about is OK, we actually came up with a basic structure, right? In other words, first thing that you wanna do is actually just state what your uh goal and the communication type is. So in other words, if you’re asking to write an email, that’s a communication type, the goal is to actually raise awareness about a specific, about a specific cause. You wanna also give context, tell cha GP T why this is important. You wanna also highlight the audience who is the audience going to be. So in other words, if the email is going to donors, that is my audience, you know, donors that actually donated between five and $10,000 for example, right. And what’s the call to action when I want them to actually go to a specific website for them to actually see how their money, how their funds are being used So that’s the structure, right? Basic structure that a prompt should have. When you actually have that structure, then you actually come up with a very good draft. In fact, we actually put it in practice yesterday. And when people actually saw that email, the first draft, they say, well, that’s a pretty good one. So when, when you actually come back into an editing mode, you’re refining it. Obviously, you spend a lot less time. Why? Because you were specific in the first try. If the promise to beg you’re gonna come, you know, you’re gonna have an output, you’re gonna have an answer more, more generic. So you’re gonna end up editing a lot more. So that’s the whole, that’s the whole, uh you know, kind of the whole idea is to actually learn how to talk to it. Now, I’m just mentioning, you know, email, but you’re gonna use it for marketing, how to create effective social media post. You can fact give it a, you know, if there’s a social media post, for example, either from your organization or another organization that actually has created a lot of engagement, you can grab that post, give it to chat GP T and say this post generating, you know, 25 shares had about 1000 views, whatever, whatever the metrics that actually you get from that post, you feed it to chat GP T and say I want to create something similar. But my audience is Xy and Z right, please adopt the best practices that you found from this post to generate one that is actually gonna work for me. Do you need to say please, you know, GP T just do it right. So it’s interesting because we, we, we were talking about it and one of the decisions like, well, you know, che GP T appreciates when you are polite and say please and thank you because you know, there’s been some research where this actually shows that when you are polite, you know, it’s end up producing better results for you. There’s research. Yes. However, however, the nice thing about this, you can actually read all this research in the world, but you can actually test it yourself. Is there been instances on my, on my end where I haven’t said please and then the results versus versus an instruction when I say please doesn’t change much. OK? So in my experience, you know, this is, this is one of the things that I’ve done. I get frustrated with cha GP T and you know what I’ve done is like you did not do what I asked you, you are making stuff up, you’re hallucinating because that’s the term that we use. So you’re making stuff up, please. OK. Revise the instructions and pay attention to details. All right. So I use the, please, then I draft the same prompt, same instruction without the plea and I pretty much get the same result right. There’s some instances when the results varies. A little, a little bit, right? But with a GP T, I’m gonna be honest with you, you can use the same prompt right now. Uh And then 10 minutes later you get a different, a different, um a different result. I’m gonna give you an example. So yesterday, someone asked at my session, OK, what happened if you actually say to chat G BT, write this email based on the target audience, you give it an audience and, and, and, and, and all the criteria. But then for the second prom, you say write an original email. What’s the difference between those two? Actually, there’s none because when you’re asking chai to write something, it’s going to be original. He’s actually creating the text for you. All right, you can edit it, you can change it, you can go back and forth, right? So, so we tested it out. So we tested it out. And so basically, we’re asking the same thing and one prompt, you know, uh we didn’t say original, the other one, we did. Obviously we had two different answers, right? Because because just one word that we changed now, what happened when you actually use the same instruction? The same one, no changes whatsoever, identical prompts, we also get different answers, but they were close but different answers. Here’s what happens when you can grab both, both of those answers. And you can say, oh my God those are good. What I can actually take from each of them to make one that is actually better and what you can do, you can give both answers to Cha J BT. And I said, I like both of them mention what you like about it. And now I want you to create one final email based on the instruction based on this criteria to make sure that is the best of the both versions that you gave me. So see all the things that we can do with it. And I’m just talking about text based, but we can do a lot of stuff, we can ask it to help us create prompt, to create images um to analyze data. Um You know, for nonprofits, for example, yesterday, we talked about let’s talk about different roles that you have in the nonprofits, right? You have a grant writer. How can you use a GP T to actually write a grant that’s very useful, you can actually fit in the whole information of the grant application, right? And then you can actually give a specific instructions and to tell you, you know how to actually answer those sections from the grant application with the tone of your organization. Make sure that actually highlights or give more importance to some of the sections of the grant of the grant application that it needs to be given importance to. But making sure that it maintains the whole brand’s voice, right? Obviously, it’s gonna come up with an answer. It’s not gonna be a perfect one. That’s where you actually go and start refining it and going back and forth. That’s, that’s just one, you know, one practical way of doing it. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location so you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers. Just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. It’s time for Tony’s take two giving USA. Why do we have to wait six months for a report about fundraising the previous year giving USA comes out each June 6 months after the end of the year, we used to have a far far superior product. It was the Atlas of giving longtime listeners to the show. May recall that the Atlas of giving Ceo Rob Mitchell was on the show several times, usually maybe always in January because the Atlas had and he was announcing the report on fundraising from the previous year in January. And on top of that, very importantly, he came with the forecast, the quantitative forecast of fundraising for the coming year and he had this report from the previous year and the forecast by sector, meaning nonprofit mission sector. He used to say, sector source, the source of the giving and state state, he could break down giving by state. He could tell you that last year, what the dollar amount was of arts fundraising in the state of Wisconsin. And in the forecast, he could tell you what the religious fundraising is going to be for the coming year in the state of Maine. That’s how robust and detailed and sophisticated the Atlas of giving was giving USA doesn’t even come close to this and we have to wait six months for it. And the forecast you get from giving USA is qualitative like uh the election and inflation and donors perceptions will impact fundraising this year. Oh What, what brilliant insight. So, so, so deep, the analysis and, and so actionable for us, it’s worthless. Uh OK, so what happened to the Atlas of giving? Uh it, it, it fell away, you know, so if, if I here I am saying it was far superior, why didn’t it survive? Well, the best products don’t always survive. Um In this case, it may have been underfunded. So the marketing and promotion was not adequate giving USA has its relationship with the University of Indiana and the Lily School of philanthropy which lends it uh undeserved uh credibility. And so, you know, puts those institutions imprimatur on the, on the giving USA product uh I believe it’s misplaced, but anyway, it’s there. So, but I, I really don’t have a complete answer as to why the Atlas of giving didn’t survive. I think the last report was 2017. So I think the last time Rob Mitchell was on was January of 2018 with the report from 2017, again, such deep analysis by sector source and state. And also, of course, then he had the forecast for 2018. I guess I’m voicing frustration and lament that we don’t have a better product. And uh I lament the loss of the Atlas of giving. That is Tony’s take two, Kate. No, of course, Kate’s not here. We’ve got just about a butt load more time this week. Here’s the rest of improve your communications with A I. Again, when you say use, use our tone, our voice, you can train it with your own text. You can even give it URL si mean, maybe a blog post or you can copy and paste or whatever. Well, and Tony, here’s the thing about it that you said give it a blog post. Somebody actually asked yesterday can actually, can I give cha G BT a link to my page? So he knows a little bit about me about my organization and ask him based on that information to actually write an email, making sure that he’s skipping that brand’s voice, that has a little bit of background of who the organization is. And use that when it’s actually drafting that email, right? And so, um, and you can certainly do that. You can certainly do that. And so, um, so it’s powerful, there’s so many things that we can do with it. You know, I’m gonna share with you a, a concern that I have that I shared with the, the, the two, um, the two technologists who were talking about the prompt engineering yesterday. And I’ve shared this with other folks too. I, I’m interested in your reaction. Um My, my concern about the use of chat GP T or any of the, the generative A I tools is that we’re, we’re seeing away our most creative time, which is the blank page, the creation of the draft. We’re staring at the blank screen. How do I get started? Um You know, where should I start with my ending or should I start with my call to action in the middle or, you know, but where that to me is the most creative that we can, we can be and then less creative than that is refining editing, you know, copy editing, uh proofreading naturally, you know. Um So, so to summarize it, like my concern is that we’re, we’re gonna become less creative, we’re giving away our most creative moment. That blank screen moment. What’s your reaction to that? You know, I don’t know what kind of answers you get in regards to that, but I have found myself to be more creative by using Chat G BT. And the reason why is because now I’ve learned how to be more effective at communicating and given a specific instructions. Not only that though, but as I’m actually seeing the answers, I start thinking of ideas that I actually can use to enhance the final product that I want from cha GP T. So in other words, to me, for example, if I’m looking, I’m gonna give you example, I did, I did my workshop yesterday. Did I use C GP T to create an outline for my workshop? What do you think the answer to that is, of course, I did have I done workshops before on marketing and social media and uh and technology. Yes, I have prior to chat GP T. What did I do to create an outline for a workshop that I was about to present? What do people do? You go to Google? Right? You do a little bit of research, you can come up with an outlet yourself, but then you go to Google and you start actually looking at case studies, you start looking at concepts you start looking at and then you start putting all the information together. What Cha GP T does is basically grab all the information that he knows that exist and actually put it in a package for you in front of your screen based on the instruction that you give it. That’s what it does, right? So, so to a certain point is like if I want to write an email, for example, I would say to cha GP T I need to write an email, right? Um Ask me clarifying questions to get more context before proceeding. That’s it. Then cha G BT will say, all right, you, I I understand you need to write an email. Now tell me who the audience is. What’s the type of tone that you wanna use in the email? What are the key messages that you want to convey? These are things that well, we, we already know that we need to write on an email. But what chat G BT is helping me is kind of actually be more organized if there are things that I’m seeing there that I hadn’t thought about. And then once I see it is, oh my God, I forgot this. Now, now chat G BT is prompting you exactly is prompting me instead of actually thinking and being a little bit more creative and how I can enhance that process. And so that’s the way that actually I see it. Um So I don’t think the creative process is gonna go away. What is actually happened with shifting and how to be creative in a different way by using technology. And so, and that’s, and that’s the way that I, that I see it. That’s actually I see it with the people that I work with and how we have applied A, I thank you. Creativity in a different way. Yes, definitely. Um What else do you want to talk about? We, uh we could still spend some more time. What, what haven’t we gone deep enough on or? Well, yeah, I think, uh you know, for nonprofits, for example, but this is the audience of your, of your podcast. It’s like the question is, how do we actually use a tool like cha GP T to be more efficient? Well, you know, I gave you prior examples and how it can help you save lots of hours. You know, one of the things that we talked about yesterday was like, you know, if you want to write a blog post and you want to write a blog post about um mental health issues for teens uh in your, in your local area, for example, and the purpose of the blog post is to educate parents and provide resources well, prior to cha GP T, you probably would think and you will look at the blank screen going back to your, to your concern and you probably spend about eight hours trying to write, to write a very good blog post. Right? Well, with J GP T, we can certainly actually spend between 2 to 2 and four hours and actually write a very good blog post. Now, what happened with the other four hours, the other four hours that I’m not spending now and writing a blog post can be used in the marketing piece of the blog post. Now that I have written it, what can I do to actually promote it better and making sure that parents actually get to see it and get to apply what I have I have written for them to do or the tips that are provided for them in terms of mental health and, and, and, and, and how to deal with that with, with their, with their Children, for example, with their kids. And so notice how technology now is being used more efficient and we become more, I mean, uh more efficient on time, but more effective in the way that actually we produce results. So those are some of the things that I think is important for if you are a for nonprofits, if you ask the question, OK, what are the number one thing that you want cha GP T to help you with a lot of people are gonna raise their hands, they’re gonna say content creation, how to create more engaging content on social media. For example, my goodness, you have these tools, it’s gonna help you do that, right? And so when we’re talking about, you know, uh you know, using a GP T more for the nonprofit organizations, you know, one of the things that I would say is like get good at prompting. But on the other hand, just yesterday, I was reading an article where prompting in a few months is not gonna be something that it’s gonna be needed because what’s happening is as this technology advances, um the la language model is actually by just giving an instruction, the language model is gonna be able to actually predict what exactly is it that you want. So, and so basically, it’s not gonna be, you know, you’re not gonna need to be more detail than necessary sometimes. And so, so it’s a dancing rapidly, right? You actually go and go to websites and grab uh you know, uh prompts library for any type of role that you want. And then what you do is just copy and paste it and edit it based on your own needs. Prompt library. Oh yes, yes. So you want you, you know, you copyright it. Yeah. If you actually are a graphic designer, uh data analyst, there are actually prompt libraries in which you actually for anything pretty much that you want, you can copy it and paste it, edit it as you see fit and it will allow you to get more results faster, right? And so, so, you know, for nonprofit organizations, one of the things that I say is like, let’s get good at the basics first. If you get good at the basics, you’re gonna, you’re gonna see right away. Very good results. You’re, you’re gonna actually produce some tangible results, great results for your organization and then you’re gonna be able to now promote, better, communicate better. Um you know, if you are using uh cha GP T to create content on social media, you’re gonna be able to actually see the results of that by the content being more personalized, remember, personalizing and refining. And so those are the things that I think will be beneficial for fund raising. My goodness. If you’re, you’re fund raising and you have a database of donors, you feed that to cha GP T and you start segmenting your donors based on the amount of money that they actually have given you. Not only that, then you personalize that email, like I told you at the beginning based on that, not only that those that are actually have not engaged with you or for some reason, they haven’t donated with you in a while. How do we re engage them? How do we make sure that we remind them of the cause that at some point they actually, you know, believed or they engage with us at the first, but they haven’t done in a while. How do we re engagement? How do we actually make sure that actually they, you know, they donate, they come back. So look at all the great benefits that you can actually as a nonprofit can reap from this technology. It’s just knowing how to use it, right? It’s key. But you know, but as you, as you’re learning how to use it, the creative, the creative actually thought comes to you and say, oh my God this is just one tip of the iceberg. Now we can do this, this and that. So that’s what I say is technology for me had to allow me to actually be more creative in the way that I do things. All right. Yeah. All right, Carlos, we’re gonna leave it there. All right. Thank you so much. My pleasure. Thank you, Carlos Morales, digital marketing strategist at Viva Technology. Thank you very much again for sharing, Carlos. My pleasure. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of 24 NTC where we’re sponsored by Heller consulting, technology strategy and implementation for nonprofits next week, exploiting conflict and intuition makes better products. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous. Like I’m 14. My voice breaks, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box. Outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Love that alliteration. This does get a little tiring doing my per one person. II, I must be out of practice doing it by myself. It’s been over a year. Our creative producer is Clare Meyerhoff. I’m your No, no. The show’s social media is by Susan Chavez Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for May 6, 2024: Prompt Engineering For Beginners & Get The Most From Your Current Tech

 

Nyle Malik & Alfredo Ramirez: Prompt Engineering For Beginners

Our 2024 Nonprofit Technology Conference coverage continues. This panel explains how to get the most out of the generative Artificial Intelligence tools when you write your cues, or prompts, to them. You want ChatGPT and their ilk to serve you best, so here’s wisdom from Nyle Malik and Alfredo Ramirez, the co-founders of Prosal.

 

 

 

 

Dana Larkin & Patrick McDermott: Get The Most From Your Current Tech

Dana Larkin and Patrick McDermott encourage you to explore the lesser-known features in the software you’re probably already using from Microsoft and Google. There’s a tech stack sitting in your office, underutilized. Let’s put it to work! They’re both from Heller Consulting and this is also part of our 24NTC coverage.

 

 

 

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite Hebdomadal podcast. We’re welcoming donor box back to the nonprofit radio family. They took a break and saw their mistake. Now they’re back with us for goodness sake. II, I think I have to say that uh Bruce Springsteen is probably the, the greatest influence on my poetry. Oh, I’m glad you’re with us. I’d come down with Keto Asura if you rained down on me with the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s up this week? Hey, Tony, this week it’s prompt engineering for beginners. Our 2024 nonprofit technology conference coverage continues. This panel explains how to get the most out of the generative artificial intelligence tools. When you write your cues or prompts to them, you want Chad GP T and their ilk to serve you best. So, here’s wisdom from Niall Malik and Alfredo Ramirez, the co founders of Prosal. Then get the most from your current tech, Dana Larkin and Patrick mcdermott, encourage you to explore the lesser known features in the software you’re probably already using from Microsoft and Google. There’s a tech stack sitting in your office under utilized. Let’s put it to work. They’re both from Heller consulting and this is also part of our 24 NTC coverage on Tony’s Take two, the vacation finger wag. We’re sponsored by Virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and buy donor box outdated donation forms blocking your support, generosity. Donor box. Fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. I love that. The alliteration is back, fast, flexible, friendly fundraising forms for your nonprofit. Love this, love the alliteration. And you didn’t even say anything about my insightful poetry. It was, it was cute. Didn’t you see the, couldn’t you hear the Bruce Springsteen influence in it? They took a break and saw their mistake. Now they’re back with us for goodness sake. I mean, if that doesn’t scream Springsteen, I, I don’t know you, you’re not appreciating uh his music uh deeply. Yeah, not a Bruce Springsteen fan. Well, you don’t have to be a great fan to recognize the, the depth of my work and, and how it’s influenced by him. Let’s just move on here is prompt engineering for beginners. Welcome to Tony Martignetti nonprofit radio coverage of 24 NTC. It’s the 2024 nonprofit technology conference in Portland, Oregon at the Oregon Convention Center where we are graciously sponsored by Heller consulting technology strategy and implementation for nonprofits with me. Now are Niall Malik. He is co founder and chief technology officer at Prosol and Alfredo Ramirez, co-founder and Chief Marketing Officer at Prosol. Niall Alfredo. Welcome. Thank you for having us. We’re excited to be here. Absolutely pleasure. All right. Uh Alfredo seems a little more excited than Niall. Maybe we can pump you up a little Niall. Do you have enough coffee? I’ve got my first cup in. I’m ready. It’s gonna hit in probably 10 minutes. You’ll get me. I just sense a little, a little more enthusiasm from uh out of Alfredo. I’ll put some coffee in your cup now, I got you. Thank you. Yeah. OK. We are talking about prompt engineering for beginners. Your session is uh prompt engineering for beginners. Use artificial intelligence for better, faster communications. I was excited to do this. Uh This intrigued me a lot because we’re hearing about prompt engineering. This new field, there are gonna be degrees, I don’t know and certificates at least maybe even some degrees in prompt engineering. Um Let’s uh let’s turn to you Alfredo. What, what, what is, what? Let’s make sure everybody understands what prompt engineering is. Let’s start with the basics, please. Yes. So prompt engineering at the very base level is how you communicate with an A I tool like chat GP T. Um A prompt is just the way that you speak to uh chat G BT or to another tool. Um It is the input that you give it that it then takes to generate an output. Uh All of these tools that we’re talking about, they are generative uh artificial intelligence, they generate text, they generate images. Uh And so you are telling it what to generate with your prompt and we’re gonna get into the details of it, but the more defined and the more specific uh your prompt is the more tailored the output will be to what exactly you are looking for and Niall this is very iterative, right? We’re not, you don’t do one prompt and, and you’re done. Absolutely. This is actually I consider it almost to be a little bit more of an art form because as these tools evolve and we’re getting better models, um the strategies to approach them are changing. And then also as you start to start using some of these models like Chat GP D specifically, um iterating on kind of their outputs and getting more granular about what you want it to display is is essential to getting the right output for you. What more should we know about these tools before we get into the details of, of, of good prompt engineering? Uh Absolutely like um this is a new field for sure. I I’m sure everyone’s heard about Chat G BT at this point. But um the fairly the release to the public was really just over a little over a year ago where that started blowing up. Um And since then, a lot of research and a lot of iterations of on to these tools. And we’ve heard of GP T 3.54 being released. And now we have the next iterations coming out. There’s plenty of competitors in this space. People um start using Google’s tools to do this. Um So while this is all happening and we, we’re giving kind of the best way to do stuff right now. This is an evolving field and we will constantly be trying to get humans to use these tools as best we can to get the outputs that we need. And so it’s just kind of the learning process, always be open minded. Uh use these tools to basically help you in your job. Um And to stay on top of kind of the latest news of those things? OK. OK. Um Are we ready to get into some of the, the details of what, how, what makes good prompts, how to work with what you get back? Who, who wants to, who wants to start with like our our first prompt? What do we, what do we need to plan? We need to, I guess we have to have something in mind before we start, we start before we start typing our prom. So I brought this chi sheet. I was, I have a chi sheet in my hands that folks probably can’t see but they can’t, they just promise you, you can envision me just holding a piece of paper. It’s much, it’s a little bit for me as much as for the people that we’re talking about. Prompt engineering at NTC uh tomorrow. Uh But there are really five components when it comes to a good prompt. Uh the role that you are setting for the tool, the intent, what do you want it to do? What is the outcome that you want, that intent to accomplish? You can think of that almost like your goal or your objective, the format that you want it in um and format can be anything from the typeface to uh the style to the writing tone and then the a, the context, any background or information that might be more specific to your use case and to your need. And within each of those five elements, there are guides, instructions, best practices so that you can generate the absolute best output for your needs. OK? The role uh you are, let’s stick with you, Alfredo. Uh The role you are a, you are a something. You are a, you are a writer, you are an expert uh podcast host. You are an expert writer. You are an experienced uh fundraiser. Uh You are a professional grant writer. Damn. And so what kind of differences are you gonna see if, if you keep all the other, the four variables, the same and you just change the role, you’re gonna see different massive differences. This is, this is like bringing somebody like, like it’s almost like giving someone a college education with, with a sentence. Um You’re gonna bring in vastly different bases of knowledge because ultimately all these tools are, are trained on what is available on the internet up to a certain period of time. Um And so by telling it, you know, these things, this is what you are best at. You are telling it to focus on those specific things and draw knowledge from what it believes with a world class marketer, a world class uh podcast host will know and will rely on to generate their, their knowledge or to rely their knowledge on. This is incredible. And, and these are uh Niall this all just comes from the large learning, the large language language learning. LLM to me, it was master of laws when I was in law school, but I have an LLM degree, but I don’t have that but some people do. But uh large help me with LLM, please. Large language model exactly that. Um And as Alfredo is mentioning, you know, these are trained on massive massive corpuses of human output attacks, robot generated text, just tons of English language. For example, if your, if your outputs in English. And so there’s so much in that corpus of information. And if you just throw a general prompt at it and you don’t really specify a role or an intent. You’re going to get a general generic output because it’s just trying to synthesize all this information and give you the expected output that it thinks you want. Um But the more specific, the more granular you can get, the more it can kind of fine tune or, or get on the specific training data that it’s, it’s seen and it can actually get you an output that’s much more tailored to what you’re wanting. Should our, our, the first words of our prompt be ur A Absolutely. Absolutely. Yeah. So, I mean, that’s simple. It’s, it’s, that’s the first step for sure. At least UR A is simple. Now, what, what, what you want, what you want to fill that in as well. You’re a nonprofit executive director. I don’t know, you’re a nonprofit fundraiser. You’re, you’re a nonprofit donor, right? Um So that, that’s up to you, but you should start with you something. Yeah. And a lot of um strategies that people use to, to really get really good outputs is they mirrored themselves. So they use some mirroring and saying, hey, I’m the CTO of a start up and I am trying to do this and this is kind of what I’m looking for and in doing that, it can almost act as your brain in this sort of way. Um Alfredo has a really good saying of uh use these tools like their interns. So always verify their outputs and all that stuff. Um But in taking your own or the problem that you’re facing or what you want to generate, I use it a lot for generating emails, for example. Um I say, hey, you are the CTO of a start up company that does this um I need you to make an email for this and in, in that kind of way it can mimic the tone or the language that I should use and it gets much, much better in the output. This one through five is ideal. By the way, we’re breaking this down. So anything more we should say about role before we move to uh before we move to intent, this is going to apply to anything that we say there’s not one fixed way to say this and what Niall or to write this out, you can say you are, you can say act as you can say your role is. Um So there, there are a myriad of different ways where you can kind of execute this prompt. Um And to Niall’s point earlier, this is all changing, you know, these, the way that we’re gonna write this right now. This is the best practice in six months. This might not be the case. So in six months, we might be back here and we might be saying you gotta talk about role in a different way or you gotta specify role in some other way, we better air this quickly. Then we’re doing 25 of these interviews. That’s 25 shows. That’s about uh well, we’re gonna double up some so we’ve got a couple of months worth. Alright, we better air this one promptly. So it’s promptly look at the World Class. I appreciated the World class uh uh World Class podcast host. Whoever was that you, I think it was Alfredo. Thank you. Um I’ll just, I mean, you were using that as an example, but I take it personally. Thank you. Thank you. Uh Intent, intent. Who wants to talk of uh start us off with understanding, intent? Yeah, I can totally take intent. Intent is kind of exactly what is described as it’s really what is the goal you’re trying to accomplish with this prompt output. Um And going back to the email example, if I just said write me an email to send to my friend to schedule dinner, um That’s partly an intent there. II I have a dinner planned. That’s kind of what I’m trying to allude to, but what we really try to do is get more and more specific. Um So the more information that you can give these models, the better they can use that information in the output. Um So that’s really the intent is really what, what are you trying to accomplish with this prompt? OK. Like it’s a fundraising, we’re trying to raise money or encourage volunteers or we’re trying to write to a funder. We’re trying to encourage folks to work for us. We have job openings. It’s very different to say, write me an offer letter as opposed to write me an offer letter for a project manager that starts on Monday, April 1st. Ok. Ok. All right. So intent, that’s different than your, your objective is more the next one like the outcome. So, so I see as a fine difference between your intent and your outcome. So yeah, so the intent is like now to now’s point, he’s writing an email, he might be saying draft me this email. Um But the outcome, what do you want that email to do? Who’s receiving that email? What is the effect that you wanted to elicit? You can say write me an amazing fundraising email and it probably will give you a really good fundraising email, but you can say write me a fundraising email to uh audiences who respond to environmental conservation and who care about the Arctic and the bees and want to, and we want them to donate $5 when they read this email, it’s going to be very different language and wording. That’s a, that is a perfectly good prompt, that’s in a perfect prompt that you can put in and you can and it will give you back exactly what you were looking for. Um Any, any more so that intent outcome, anything more on outcome. I love this. I, I mean, I didn’t imagine that this degree of specificity though, I mean, the bees and the Arctic, I mean, you can, you can get real specific, I mean, and this is this all feeds, this is why the last one is context and we’ll get to context. But this all ultimately feeds into what is the information that it needs to know. This is where you should really consider. This is this is why I always say treat it like an intern, an intern. If you tell it, go create an Excel table, you know, we’ll probably create an Excel table. But does that accomplish what you need? You know, is that, is that the, the outcome or the objective is not being fulfilled? Whereas if you tell an intern, I need this Excel table in this exact space in this exact formatting with these letters and I needed to do this and have these formulas, then they have a guide to follow. It doesn’t mean that they’re gonna do it perfectly. And that’s again, Toni’s point, verify the output, make sure that the information is correct and it’s what you’re needing, but it’s at least gonna get you a lot closer than if you had just given it very vague instructions. I was just a joke that I needed an intern on this podcast. So I have somebody to blame. Now you can just hire Chad GP. T there you go. We have an associate producer. I blame her occasionally. I’m getting, I’m getting more, more comfortable blaming her. She’s only been with us since July but I’m I’m I’m it’s just uh it’s out of necessity, leave it at that. Um ok, the format. Alright, so Alfredo, you started, you know you mentioned like Excel spreadsheet. Uh we’re not even getting into art. We’re talking about text output, but you certainly could work with a Ali and you could be talking about a piece of art. Yeah. And I mean, this is actually beyond my level of expertise, but go to the example of Dali and formatting, you can talk about the level of contrast um the aspect ratios, the um the temperature of the colors that you’re using, you can, you can get very specific. And so for what I want something that looks like a Chagall. Yes, exactly like I want, I want the Streets of New York painted in Mark Rothko style and our prep drive style like, but when it gets to form, when you get to text, I mean, and, and all of this also applies to Dolly and Mijo and other tools, uh we actually specify this is not just for text, you can use this um especially if it’s, if you don’t have like a graphic designer on staff, you can use a tool like mid journey or Dali to at least maybe create that inspiration that you can then share with a designer and say this is kind of what I’m looking for a draft exactly. Um But in the same, in the same vein, you can draft content to say, you know, give me an outline with, uh heading with H two tags and with bullet points, um, and give it to me, you know, properly format it and then you can tell it, tell it, give it to me in html. So I can just copy, paste this and drag it and put it into my, uh, my email builder or into my website. So there’s a lot of different ways. I’m not by any means a coder, but for any coders listening, I’m sure Niall’s got really good tips for when it comes to the actual coding. No, but Alfredo is exactly right. And even if you go back to that email example or you’re doing an offer letter, like the standard elements of an offer letter will be part of that output if you specify that this format is going to be in an offer letter. Um And you can get even quirkier with it, especially with text. We’ve seen um I saw some pretty fun examples of them people testing the tool and they, they’re out putting in uh Shakespearean format like I am big pentameter is coming out in the text. And I was like, wow, this is pretty incredible and it gets even more important with some of these other generative A I tools like you’re mentioning dolly mid journey. Even um open A I is just demoing a new model called Sora, which actually can do video and with video, they can specify this was filmed on 35 millimeter film or something like that or even give it a specific camera that this should uh mimic in the output. And it’s really incredible stuff. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive. Fundraising is the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to prompt engineering for beginners with Niall Malik and Alfredo Ramirez. How could you not be a Bruce Springsteen fan? You’re from New Jersey. Well, I I that’s impossible. I don’t know. You don’t know. There is no, there’s no good excuse. Alright, let’s continue. Anything more about format. Should we say anything more uh writing styles? Um I think that’s one that you can probably get into it. There’s some pretty funny ones in the early days of chat G BT where you can look up like stories of certain characters that are written in humorous ways we’ll say. Um but humorous is a tone persuasive is a tone argumentative um uh formal professional, informal. These are all writing tones and styles that you can apply also to your writing. So don’t feel limited in just that in formatting is the actual format of the output. But what is the style that you want writing in? Now, I mentioned I am a pentameter. You can ask it to write you an email in Haiku format. Haiku is very good, but even just something as simple as, hey, I’ve written all this stuff and I want to be a little more concise about it. Um It can go there and chop it up and make it much, much better and it kind of gives you, it helps give you a voice that maybe you’re not used to writing in. Um I know for me, I can tend to blabber a lot when I’m writing an email. So when I start using this and I I tell the output format to be more concise. It helps greatly. Alright, last one context, let’s stick with you now. So context is kind of an overarching term to just basically give it more information about more specificity will always lead to a better output. And so when I’m saying um draft an offer letter or send an email to schedule dinner with my friend. Um The more information I can give it, the better it can get and the better it can tailor that email or that offer letter to the, to the audience. And so it goes much beyond that. Even um we use it a lot, we deal with a lot of documents all the time, massive, massive PDF that we have to kind of go through and figure out different things about. And so you can actually take big corpuses of text. You can take um other additional supporting information and give that to chat G BT or to any other LLM tool. And it will actually go through that and find out what’s most relevant to you and what’s important and use that in the output. Um You gotta remember these tools are kind of, they, they’re trained on a lot of different knowledge, but your goal is to use the knowledge that’s most per pertinent to you. So taking it and giving it any kind of context that you have or anything that you think will be useful in the output and just providing it to the model will just help it, give it something to reference and something to use in the output. Can you, can you reference your own, your own, writing your own website uh and on like a, a blog post that you did, of course, yeah, that you wrote yourself and you wanted to imitate. So you give it the URL, you can give it the URL. There’s a different, I’m not sure about 3.5 but I know chat G BT four does uh parse link so it can go directly to a link. If it’s not even trained on that Corpus, it will train itself in the moment. Uh You can also just copy, paste the text and I’ll mention there’s a ton of plugins that do this. Now you can link to a PDF in your Google Drive or somewhere online that’s easily accessible. Um One example that I’ve used it for uh there’s tools that already do this. But if you record a meeting and you have the entire transcript and you need to summarize the meeting for somebody, you can just take that transcript and upload it and say, when did uh when did Tony mention a role in our conversation? And what was the question that he was asking? So I can go back and make sure that I’m answering them and pull out those questions specifically rather than having to go look at my notes or look at the video. Um And you can use that information to say, OK, we had this conversation. Now write me a blog about this, this entire topic, write me a summary, um make it seo optimized too and, and you can give it additional context and additional background information. It doesn’t have to be on the first one. Now is probably going to bring up chain prompting at some point. Um but you can build on all of these prompts. This is a one and done. No, this is an ongoing conversation. So it’s remembering, it’s gonna remember that from when you’re in prompt. Number seven, it’s gonna remember. It remembers the first six exactly. And you can tell it to reference, hey, that last prompt was missing this specific piece of information, update paragraph two to reference this information that is now new to you, but it is important to this topic of conversation. Alright, so you can train it, you can train it on your own. You’re talking about links, your own, your own text, your own document that you want to summarize. You can give it. Yeah, and absolutely. And for example, I’m, I consider myself to be a terrible writer. I’m not writing blog posts. That’s why we have Alfredo over here and Alfredo outputs great blog posts in his style and he’s, he’s really good at writing um the text that goes on our blog. So if I’m ever writing a blog post, I just take all of Alfredo’s old blog posts. And I say this is a blog post. I want to write, I want you to act as a blog writer and give it all the role, the intent, the outcome, the format and then as context, I’ll give it all of Alfredo’s blog posts and say this is the kind of style I want to mimic or this is some of the information I want to retouch on and you can actually use that in the output to one mimic Alfredo’s writing style or his voice. And then also reference some of the older blog posts that Alfredo has written so that we can keep everything kind of in a tree structure. Now, when I was growing up, we called that plagiarism. Well, I think, I think uh plagiarism is uh yeah, there’s a fine line there because you’re giving it, use these as examples. You’re not saying copy, you just copy it yourself. But plagiarism came to mind as you were, as you were explaining. And I think you now bring up the, you start to go into the pros and cons of some of these elements where, you know, you could, I don’t, I don’t see plagiarism actually is an accusation but if you are posting, say a blog post or you’re sending an email um or anything like that, some of the writing, especially if you’re not specific with your prompt, it can be easily detectable. You know, I, I think I’ve gotten, I think to the point and now too where we can see if something was written with a poor prompt and you can, there’s a general writing style that Cha GP T has where you can see. OK. Well, this was clearly written by Cha GP T uh and Google is doing the same thing. Search engines are doing the same thing and they’re deprioritizing content that it can tell. OK. Well, this was obviously written by an A I tool. So it’s not written by a human. We’re not going to give this priority when sharing it with the rest of the world and other. And it’s not just Google, Google I think is the one that’s probably most known for this right now and building it into its search algorithms. But I think other platforms, social media search engines are following closely behind to de prioritize uh A I generated content as opposed to human generated content. Now, let’s go to you because uh Alfredo referenced something. So now we’ve got our first output from our first newly engineered prompt. Uh And it’s not, it’s not, it’s not what we want. What, what, what do we do? Well, the beautiful part about um these LL MS and the interfaces that they’ve built um is that you can conversationally talk to them so you can actually tell them exactly what you liked about the previous output or you can actually ask it what you didn’t like or tell it what you didn’t like and it can go and refine that and further refine the output. Um and you can just take it along a completely different direction just based on you giving it feedback. Um Something that’s also pretty cool that I’ll touch on a little bit is um you can even give it an output that you like, like one of Alfredo’s blog posts and you can actually have it reverse engineer the prompt for you. And so that you’ll start on a better baseline. So I can give an Alfredo blog post. And I can say, hey, if I’m I’m trying to create a prompt to use with Chad GP T for, with, with an output very similar to this style. What is a good prompt I should use? And it will actually give you a prompt that you can reverse feedback into it. Reverse engineer, a prompt. Exactly. And from a, from a document from text engineer and a lot of the time um the output is never going to be perfect on the first try. And that’s just to be expected. Uh We all have our different biases in the way that we want to see the output. Um So the key here is that you can talk with it and you can refine and you can further further refine and you should um because that will help your voice come across better, that will help you get something that you desire better than just some generic chat GP T content off the first try. And then, you know, people start to recognize that or Alfredo was saying it gets de prioritized, it just becomes obvious you can spot it. So certainly Google and other search engines can spot it and de prioritize it. And once you get to the point where I think it’s important to give that feedback to arrive at some at that output that you want, especially when it comes to prompts that you might be reusing if you’re a marketing professional or if you’re a blog writer and you’re constantly churning out content and you need a little bit of help with inspiration on that first draft. You want to have the best prompt possible. I would recommend saving that prompt in chat G BT in maybe a Google doc or some other kind of text editor. And you can ask Chat G BT, I’ve actually done this where I’ll give it something and it will give me the output and I will say you missed this or you didn’t include this information or this format was wrong and I will ask it, what, how would you update the original prompt so that you get this right on the first try and it will give me that prompt and I’ll test it again three or four times and it will give me exactly what I wanted. OK. Uh What else? Uh So we, OK. So the iterative, so it’s not uncommon, we shouldn’t be frustrated if we’re getting, we’ve got to do this four or five times. Remember? Yeah, you gotta give it the intern feedback, you gotta give a guidance and feedback and over time, hopefully it’ll get a little better. Don’t be frustrated with the first three or four or five. OK. OK. Um What else? Uh maintaining, you mentioned uh in your description of the of the session, maintaining an authentic and personal touch. We have we touched on that already. I mean, we, we talked about using Alfredo’s blog posts. We got a sample but alright, well, go ahead. So I say more, I mean, so authenticity especially now with these tools and they’re kind of, they’re helping a lot of people in a lot of different ways. Um Maintaining authenticity is, is kind of key here. We want to make sure that although something else is generating maybe the bulk of the content, you’re ensuring that you’re looking over it and you’re giving it your personal touch because um I think as we see a lot of, and we’re seeing this pop up everywhere, especially in the blogs that um different companies are uploading. We’re starting to recognize when we’re seeing A I generated content. And I think that is taking away a little bit from just the personal experience of, of seeing someone having written a blog post and seeing their original thoughts and ideas. It’s not that you can’t contain your original thoughts and ideas in A I generated content. That’s not all what I’m saying. It’s just that you, there needs to be an element of a human element there of maybe a proofread or a fact check. Um And the way I always think about it is that chat GP T and LL MS, they’re really great for the blank page problem. That’s something that I encounter all the time when I’m just looking at the blank page. And I’m like, hey, I need to write about this or I need to draft an email for this and I just don’t know how to even start. Um, the way I found to keep my voice coming through and keep my authenticity in, in writing is to use chat GP T to just put something down on the paper. And once I actually see it there and I see some kind of uh general output that’s a little more tailored to what I’m doing. I can actually go in and start editing and start chopping it up and doing that proofreading process. And that editing process is really where I can come in and reform the message or reform the intent to better suit me as a person. I’m gonna share with you something that is, is my concern. My biggest concern about the, the use of uh the generative A I which is, and it is directly related to what you’re saying now that we’re seeing to the technology, our most creative role, like you’re saying, you know, looking at the blank screen, I think, I think that’s the most creative thing that we can do is to start filling that page with, with what flows from our mind. And I’ve, I’ve, and we’ve all been there with the frustration. Like I, I’m not sure how to start or you know, should I start with the conclusion or? You know, but, but we, but we worked through it and we did it and we’ve emerged and we, here we are, I’m concerned that we will sacrifice some of our own, the most creative stuff that we can do to the technology. And then it, it, it reduces us to the role of, you know, copy editor, proofreader. What’s your, what’s your reaction to my concern? I think, I think it’s valid and I totally think it, it just depends on you personally and where you think your creative process comes in, uh you and I might be different in that. Um I really struggled with that blank page problem and that’s actually not where my creativity shines. It’s more when I have something that’s 70% there, I can really chop it up and I, my creative process happens by cutting out a bunch of texts and rewriting parts of text and really getting it better to, to my voice. But if that initial process of the blank page is very important to inform your creative process, then you should totally keep that. That’s, that’s your voice and what you should go do instead or maybe where you could start using chat to your tool. Like this is maybe a part of that process where you struggle where maybe at the output, you want to get it in a specific format or, you know, you tend to just write in a stream of consciousness or bullet points and then you want to reform this back into full sentences. That’s probably where a tool like this could come and help you out without sacrificing any of your creativity. Awesome. That’s the best response I’ve heard. And I’ve, I’ve mentioned this a few times to guests. OK. Alfredo. Do you want to leave us with? Uh Well, well, let me ask first before you leave anything. We haven’t, we haven’t talked about that. You wanna, you think is important? I, I think I would say um again, this is still a developing field. It’s early. Uh There is so much application that is possible, especially in the nonprofit industry and, and for those supporting nonprofits where demand is high capacity is low and we’re all trying to just get the next thing done. I think it’s an additional pair of hands and eyes that is invaluable and will only continue to improve our productivity and being conscious of those elements that you’re bringing up. Don’t sacrifice your creativity. Be careful about the information you’re sharing because this all in all this information will, it’s not necessary public, but it will be used to further train the, the A I tool um and stay up to date on what is a best practice and what you should and should not be doing for these because the use cases will evolve and the applications are there for nonprofit professionals, whether it’s grant writing email, writing, fundraising, event planning, uh Anything that requires text thought images, it’s, it’s gonna be helpful. Um So don’t be scared, you know, follow along. It’s, it’s just the start of the journey and I think it’s going to be pretty exciting um for anyone that gets involved in prompt engineering today, that’s Alfredo Ramirez, he’s co-founder and Chief marketing Officer at Prosal. And with him is Niall Malik, co-founder and Chief Technology Officer at Prosal and uh Niall, I appreciate, I really appreciate your thoughtful response to my, my, my concern. I mean, I, I don’t feel 100% allayed but you gave it no, really. It was very uh it was a reasoned and uh and thoughtful, thoughtful response to it. So, thank you. Well, I’m glad I’m glad and um there’s definitely room for you to use some of these tools um to, you know, improve your process and everything. But I think you’re absolutely right. We gotta keep our voice, we gotta keep our creativity, we gotta keep our authenticity. I think that’s absolutely key as this whole world evolves around us. Niall. Thank you, Alfredo. Thank you very much. Thanks for having us. Thanks Tony and thank you for being with Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. It’s time for a break, donor box, open up new cashless and person donation opportunities with donor box live kiosk. The smart way to accept cashless donations. Anywhere, anytime picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team member required. Thus, your donation data is automatically synced with your donor box account. No manual data entry or errors make giving a breeze and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations. Visit donor box.org to learn more. It’s time for Tony’s take two. Thank you, Kate. Although I don’t know how you could be from New Jersey and not be a Bruce Springsteen fan. But um thank you nonetheless, it’s time to be thinking about yourself. You gotta be a little bit selfish at summertime so that you set time aside to refresh yourself, to relax in whatever way you do that maybe with lots of family around or friends, it might be hiking in solitude, sitting on a beach. Uh I’m, I’m a big endorser of uh beach usage. Of course, I will be taking full advantage this summer but whatever it is more, cooking, more, more needlework, more working out at the gym. Whatever it takes, please, I’m, I’m giving you like the, the annual finger wag. Think about yourself this summer, set time aside to rejuvenate, relax, take time for yourself because you have to take care of yourself before you can take care of others. So please be good to yourself this summer. The finger wag. That is Tony’s. Take two J, take care of yourself this summer and make sure you listen to Bruce Springsteen. Ok. And I hope you’re gonna take your own advice. Yeah. Yeah, I know this summer I will. All right, I’m gonna make sure of it though. Believe me, we’ve got VU but loads more time here is get the most from your current tech. We are sponsored by Heller consulting, technology strategy and implementation for nonprofits and where our guests right now are both from Heller consulting. Dana Larkin is principal project manager at Heller and Patrick mcdermott is strategy consultant at Heller. Dana Patrick. Welcome. Thank you. Thank you for Heller’s sponsorship of nonprofit radio at the conference. Absolutely fun to be booth mates in our, in our oversized booth sharing space together. Thank you very much. We’re talking about your session, which is uh do we really need new tools getting the most from your current tech? Technically, it’s Patrick’s session, but Dana knows an enormous amount about this too and it just made sense to collaborate together. So, Patrick, why don’t you start us off? What, what, what are we missing? Why are we sometimes going beyond what we have to uh to accomplish what we could with what, what we, what we already got part of the impetus for even wanting to do this session in the first place was and I was even victim of this too when I was in nonprofits is you get entranced to a certain extent by all of the bells and whistles and the marketing of all of these very discreet vendors that try to solve very specific problems like appointment scheduling and those types of things. And so that really kind of compelled me to look at. Well, are there features that maybe aren’t necessarily as well known by the platforms that you’re already using as a nonprofit? Google and Microsoft probably being the two top ones from a kind of productivity platform standpoint that can do a lot of these things that these discrete tools are trying to sell you on doing for a price that nonprofits just honestly can’t really afford to spend a lot of resources on. Um Could they really get away with doing a lot of what it is that they’re looking to do based off of what they already have available within their technical stacks? So some of the examples that I cite in uh the session that I’m doing tomorrow is specifically around say like appointment scheduling for instance. So Microsoft Outlook has a scheduling poll feature. I don’t know if necessarily a lot of people know that. Uh In fact, actually, there are even some colleagues of mine at Heller that didn’t even know that that was a feature and there’s always this constant like back and forth in email exchanges with clients about. All right, let’s find like a mutual time to meet. But if you use scheduling pull feature, you might be able to get to that result a lot faster. And some of the ways in which you see nonprofit clients work is they look at solutions like a calendly, for instance or something like that, not to take anything away from calendly. I’ve used the service before. It’s a very well known, very good service to use. But with a nonprofit that is resource strapped if they already are a Microsoft shop or a Google Shop, because Google calendar has these appointment slot features that you can now use as well that do something very similar to that. Can we just use that instead to achieve the same end and the same function without necessarily having to pay an extra subscription cost, especially because as a nonprofit, you get Google often times for free or discounted price and the same with Microsoft. So Dana, how about you? Uh T us off? What, what uh what can you add to our, our intro? Yeah. So, um the other thing to think about when you are trying to make these, these technology changes is that uh you know, there’s an element to this that is change management and there’s pieces to this that you need to make sure you get the right buy in and it’s much easier to get that buy in and you’re like, ok, but we already have the technology. We just need to do a little bit of change management to get it. You’re going to have a lot more success and buy in. So it’s just going to be an easier change all around. What if the tool is free though? The tool is like Patrick mentioned calendly. Yeah. So to that, I would say, well, the learning curve, it, what’s the learning curve on it? There can be free tools out there. But what is the, the one the tech, uh, you’re gonna expand your tech stack either way and you know, if you can keep it smaller, it’s gonna make your tech stack a lot less complex, easier to hand over, transfer whatever it is. And, um, if they already know a tool like outlook, it’s just gonna make it that much easier to give them one more little thing that they can do in outlook versus you’re now gonna need a new log in. You’re gonna need a new, you’re gonna have to learn this new tool and how to use it with the, you already have outlook. So there’s a learning curve piece to it. You’re gonna need to learn the integration between Calendly and mis and outlook because you want it on your calendar, don’t you? Exactly. Right. So, like the two of you together make a lot of sense. Like why bother? We already got it. We’ve already got something that does it. Why you use the shiny new tool because everybody else is ok. I think Calendly is a very easy and simple example. So um so Daniel, let’s stick with you. What, what are some other devices? What are some other tools that we’ve already got that? We like Patrick was saying, you know, even folks at Heller didn’t know exist. What else, what else do we might we have in our tech stack that we’re not exploiting Microsoft is the great example of like a ton of tools because they, they pretty much do anything you could think of. Really uh you think about process mapping, for example, they have visio for that. Um And that comes free. So, process improvement and process mapping when you take a step by step and visualize that. Um And so you say, OK, uh step one, get up in the morning, step two go to the bathroom, you know, something like that, that you can make a process map that just lays all that out. And a lot of nonprofits use that as a tool to uh figure out where in their processes they can improve. Um So like how an acknowledgement letter gets out, that’s a popular one, maybe event management or management is a big one too. Um So Microsoft has a tool to do that. It’s called viso. Yeah. And that comes free with your Microsoft 365 subscription. And you, there is a downloadable desktop one that is more, you have to pay a little bit for that, but you can do the same things that you can do on the desktop app in their free cloud version. And it comes with your subscription a lot of times and it’s underutilized. You can even use it to make org charts. For example, uh It’s a very easy tool to make org charts. Again, used for process mapping, used for uh any visualization that you want to make, you can probably do that in Visio. And again, it’s a free tool where do you find it in the search? There’s like an app that like at the top of the I forget they’re called the nine dots in the top the grid pattern. Yeah, the grid pattern button. Um where you would find outlook where you would find a word all of the, it’s in the same spot, you just scroll a little bit further and vis another way you can also find it too. If you go to office.com, it’s a Microsoft domain. And if you log into your Microsoft account, there’s usually a home page, but it also offers you a kind of a directory listing of all of the apps that are a part of your subscription as well. So another example, I’ll also point out that’s part of the Microsoft stack is Microsoft stream. So this is the system and the uh the app that they use to be able to do their teams recording. So if you’re using teams to be able to record sessions stream is the one that is basically like a video hosting or recording hosting platform. But one of the other things it offers as a feature is uh you to be able to record screen clips of yourself and screen recordings. So if you are a kind of virtual, a quick, thank you. Thank you so much to a donor for, for a gift or a volunteer for reaching their 100th hour. I can do it. I can just record myself and, and, and send it or if you’re on like the IT team and you need to show people like how to do something in particular, you can do a quick recording of that and then you can post that either on your sharepoint site in teams in whatever platform that you want because it’s essentially a link, but you’re just embedding it into wherever is that you want. Can I do screen share with that? If you’re, if I’m, if I want, if I need to show someone where something is, look at it, screen share is included and this can be in substitution of like a platform like loom for instance, which I know is very popular and very slick looking and I’ve used it before, nothing against it. But it’s another added thing that you have to use with stream. However, it’s already a part of your Microsoft subscription. Now, these are brilliant. I mean, it’s sitting in it. It’s like a gold sitting in the subscription. You’re already paying. Alright, Dana, it’s your turn but name some more. Wait a minute. Why don’t we stick with Microsoft for the time being and then we’ll move to Google, you know, after a few minutes. But what else we got in the Microsoft stock in the Microsoft? Oh, well, so kind of ripping off of that stream piece. Um A lot of people are starting to get into the A I note taking apps and those pop up. Yeah, Microsoft actually has their own and it can auto generate not only the transcript from your meeting, but it will auto generate. Not like a summary of the notes. Now, sometimes it is a little bit more expensive to get that with Copilot. But again, it’s built into your system, right? So you’re not having to get another subscription necessarily, you might have to pay a little bit more with your current subscription, but it will do all the things that you’re probably gonna have to pay for from a third party vendor anyway. And it’s like a toggle of a button, right? Co-pilot does that for you. It’s called Copilot. Copilot is where you access it from or co-pilot is the A I like the A I that Microsoft uses and that’s the subscription that you would get. It’s for Copilot. But that is a feature of co-pilot to do this note taking Copilot’s essentially the branding that Microsoft has given all of its A I products and features. And it’s weaving it into the fabric of every one of the apps within their stack. So you’ll have co-pilot for Word Excel powerpoint teams, all of these different kinds of things. Um in terms of Microsoft, another one that I’ll also point out too, which is one I’m gonna cover in my session tomorrow is Microsoft Lists. So this is another app that’s part of your subscription, that is essentially a database product. So you’re able to put together like really quick, easy, fairly straightforward databases. Uh Some of the use case examples I can think of for nonprofits are if you just need like a basic it asset inventory or something like that or a quick kind of digital asset manager or something along those lines, you can use this as a part of your subscription instead of paying for a tool like air table or coda or notion or any of those other like really popular database applications that are now available out there that are trying to sell themselves to nonprofits again, nothing against those products. But this is already a part of your Microsoft subscription. And you can do ostensibly a lot of the things that those platforms can do in a very kind of foundational way, but you don’t necessarily have to pay extra for it. You don’t. Is there any more Microsoft ecosystem is so large? So very treasure, all you have to do is just we’re providing you two are providing the map now, you know how to get to it. It’s waiting there, the tools are waiting there for you. Anything else? I think it’s just if you think of something and you’re thinking about a third party, just check, first check to see if Microsoft can do it because there’s probably a chance it’s there. Um It might not be as like clean looking as maybe the third parties are making it seem, but it’s gonna be better for your users. Most likely the user experience, it’s gonna be uh most likely a lesser cost and just a much shorter learning curve and to be fair, you know, some of these third party applications try and sell themselves with certain like differentiating features that are more like at a premium work level. And so there might be some benefits to going in that route. It all depends on specifically what your needs are as a nonprofit. But if you’re just kind of looking for a base solution for an asset inventory management system or you know, a quick screen recording or something like that and you’re not really all that interested in the extra bells and whistles, you just need something to get the job done. You probably already have something in your tech stack right now. You already have it. Alright, just gotta find it. Alright, so where I’ve been using Apple since like 1983. Ok. So uh I I use Microsoft because clients give me uh an HP laptop, but I, I’m a reluctant user of Microsoft. So this may be a totally basic question. But um where, where can you see like an inventory or a description of what you’ve already got in your 360? I mean, Patrick, you mentioned a place where you could go. You were when you were talking about stream where you could find stream, where can you see something comprehensive that describes what you’ve got and what, what it does. So I think one of the advantages to more and more technology moving to web-based is that it’s now uh operating system agnostic in a lot of ways. So this is true of Microsoft of Google and a number of others, a lot of the functionality that you’re looking for can be found just by going to the website of the particular vendor and you can find all of the different products that are listed in uh the license or the uh plan that you’re subscribing for be be it on the Microsoft or on the the Google side, you could also do it when you’re logged into your accounts. Usually through a web browser. Google is the same similar fashion to Microsoft. They usually have a uh a little grid icon in the corners um that when you tap on it, it lists all of the different apps that are a part of your subscription that you have access to. So Dana was talking about Microsoft, you have that grid app uh that shows everything there. You also have the same thing on Google. So when you click on it, you can see all the things like your Gmail, your Google calendar, your doc sheets and slides, uh your app sheet, which is uh kind of the database and app builder uh component that’s similar to Microsoft lists. So there’s a lot of parody there in terms of building tables and databases and those types of things. Um But you can see all of those that are available to you and if you just click on it, it opens it up in a new tab or whatever kind of format they take with it. Uh And then you can more or less just kind of like start creating like right off the bat. There’s no paywall that’s listed, that’s listed there. So just browsing exactly know what you have. That’s what I’m just trying to get at like, where’s the inventory? Ok. So that, that nine the grid, the grid is a good place for both. Alright, so then uh it sounds like we’ve exhausted the hidden the buried treasure in Microsoft. Let’s go to Google Patrick. You start to tease a couple. Go ahead. So similar to what I was mentioning before about the scheduling poll and outlook for Dana too. Yeah. Yeah, I’ll, I’ll just do one at a time and we’ll, we’ll piggy back and forth. Um So uh similar to the scheduling po and outlook uh, Google calendar now has these, uh, appointment slots or appointment schedule, uh, options that it recently introduced. And so these are, uh, very similar options where you can, uh, block out specific time slots on your calendar, uh, to be able to then go and, um, send that out to particular folks that you’re looking to have a meeting with. It says these are the slots that I’m available for and go ahead and book it and you can take out a lot of that back and forth, emailing uh to be able to do that kind of thing. It’s also very similar to, again, like a calendar or a doodle, uh which I know a lot of nonprofits use as well to just try and find mutual meeting times that work for everyone. Uh This is a way to be able to garner that interest within the same ecosystem and tool that you’re using. So, you know, today at this point before, you’re not necessarily having to toggle between different tools and do a lot of context switching, which is just frustrating and takes out time in people’s days to be able to get to the end result that you’re really looking for. It was just a meeting at the end of the day. You just wanna be able to have something on your calendar and then move on to the next thing. Nonprofits and nonprofit employees especially have way too much on their plates already. And the last thing they want to do is have to spend an exorbitant amount of time just to try and find a meeting time for folks. So, and what is this tool called? It’s within Google calendar. So if you go to your Google calendar and you click on the new button, it is one the options that now pops up. So instead of like just a new meeting, you now have an option to be able to uh book appointment slot. Yeah. Well, they don’t call it a poll, they call it an appointment slot or something like that, but it’s essentially the same functionality. But basically, yeah. Um so they aren’t new tools, but it’s improvements on the tools that are already part of Google. So, you know, you got the, the slides which is equivalent to Microsoft powerpoint. The comparison point is always going to be Microsoft. So Google Docs is equivalent to Microsoft Word. Uh Google Sheets is Excel powerpoint is slides in Google, all of the functionality um was being slowly built up. And I think that’s the big thing to think about um with your tech stack is you need both still because Google has come a long way in making their powerpoint or slides better, making their doc, you know, very close to what you can do in uh word doc. I was an early adopter of Google drive and Google, all of that Google Suite. And I was frustrated at first because I couldn’t get it to do all the things that you remember that specifically on sheets. Right. But now they have, they heard the feedback and they pushed to get it closer. Right. And so all of that functionality, I would double check it. If you haven’t checked it in a while, I would double check if you can do the things that you were missing before because there’s a great chance you can. Now, one other thing I’ll also add to that as well is Google has actually made a lot of recent investments on you being able to edit a word Doc, an Excel doc or a powerpoint file uh in the native file format within doc sheets or slides. So what that means is you don’t have to convert it to a doc a sheet or a slide first to edit it. You can do it within its native format and still have some of that powerful functionality that Google has within the web browser. Uh and it preserves it. So if you’re working with someone, like, especially if you’re like a Google user for instance, but you’re working with people that are adamant about using the Microsoft suite, you can do it in your own preferred Google method, but it’s not gonna necessarily affect what other people need to use it for in opening up in Word Excel and powerpoint because it’s gonna keep them file resolution, the file format. Does that work by default? It does no, it does by now because it will detect the file that you upload as either a native Doc Excel or powerpoint file. And it will actually give you a little indicator next to the file name. Uh of this is a Doc X file or an Excel X file or a powerpoint X file and it’ll just indicate it for, I’ve seen that designation but I didn’t know what. So it means that it’s editing in the native format format after I’ve uploaded an Excel spreadsheet. Ok. I saw that right after the file name and I just thought, oh, well, yeah, I did upload a an Excel sheet. So it’s just telling me that, but so I can bring it back down and, and not have to go through the conversion process. Download it back down. That’s a winner. Ok? Ok. Um Another one on the, oh, I’m sorry, sorry. No, it’s ok. Go ahead, Patrick. I gotta think of another one. Another one I was gonna mention too, uh which I alluded to a little bit before is uh app sheet. So uh Google recently had a kind of beta product that it was teasing um called Tables, which was kind of their answer to Microsoft Lists and Air Table and those types of things. They’ve now incorporated that kind of stand alone beta product into apps sheet. And so essentially what apps sheet is, it allows for you uh to build custom applications, especially for like mobile phones based off of data that you are uh storing within uh Google products, whether it be docs sheets, those types of things. Um and tables is one of those components now where you’re basically just creating much like you would in Microsoft lists a quick database, say for instance, like an inventory system uh where you put all of that information, you uh customize the columns and those types of things, store that information. And then you can build uh an application where let’s just take the example of an IT inventory. For instance, if you are on the it team of a nonprofit and you’re in your office and you just need to do maybe like a month’s end inventory of how many computers you have or something along those lines, you can have this mobile app that’s connected to a table that you, you can go and you can log OK. This is the serial number of the asset tech for this and you can do XYZ with this and these are the specs for that machine. Like the use cases are almost endless, but it’s based off of a free tool that’s already available to you with your Google subscription that you can build, that allows for that kind of functionality. I will preface it. I will say that in terms of apps sheet, Google recently offered um the app sheet uh in a certain kind of context where it’s part partly free uh as a part of your existing subscription up until like a certain tier, you could probably still do quite a lot in a really kind of fundamental like rudimentary way with what they’re already offering to you right out of the box. Now, we’re talking about app development. It sounds intimidating. Is that something? But is that something the average user could do? I would say again, rudimentary, I mean, it’s not gonna, it’s not gonna look like uh my Delta Fly app. But can an average user, I would say it has a little bit of a learning curve. I will say that but you don’t have to code at all. There’s no coding involved in this whatsoever. In fact, I wouldn’t even say it’s low code, which is more of a a nuance that I think us tech professionals understand a little bit more. But it’s basically just all these clicks that you’re making that Google walks you through in terms of a wizard. It also gives you templates that you can start. Like if you’re looking to build like this it asset inventory system, it can, it gives you an option of this template that allows you to basically start not from scratch, but instead with uh a sample app layout and different buttons you wanna click on and those types of things. And it’s asking you then what Google Sheet, for instance, do you want to link the app to as far as databases goes? And so if you spend all of your time on just building the Google Sheet and then go to App Sheet and then, uh, tell them that you wanna start like an ID inventory app and then connect it to the Google Sheet you were working on. You’ve already done probably 7580 percent of the work. And it was mostly in the sheet that you worked in. Not necessarily configuring an app for someone to be able to use. I mean, I’ve created kind of a dashboard that we can, that’s more user friendly than the sheet. So it’s worth looking at Dana. Did you think of one? Yeah. So um there’s a product called Google White Board. And so this is on the opposite end of, you know, Patrick’s going into apps. If you just want to draw something, you know, you, you’re a nonprofit professional, that’s a visual person just wants to draw something. Google Whiteboard is a great tool. The equivalent of Microsoft would be mural. Um The third party apps are gonna be Miro or Lucid charts. You know, there are products that are now inherent for Google and Microsoft that you can just draw and you know, brainstorm, you know, work it out. Um And you can do it, you can do it collaboratively. You can also use these white boards on Google Meet calls. So it’s like it’s not just a stand alone board that you share with somebody. You can also bring that board to a call and you know work on it together on the call, which I think is really cool. Yeah, that’s outstanding. Alright. Anything else Google? So buried treasure, I would say also Google and Microsoft both have uh data visualization tools. So Microsoft is very well known for its Power BI I platform. So you can use Power BI I to do lots of different types of data visualization. Basically a data visualization tool or platform is one where you take the data that you have ostensibly mostly in like Excel workbooks and that kind of thing. And it allows for you to more visually represent what that data is saying and telling you so your bar charts and graphs and those types of things and you can kind of suss out different insights from those different types of platforms. So Power Bi I is one that uh allows for you to do that kind of visualization to a certain extent you can do that um as a part of your existing subscription already based off of certain Excel workbooks that you have and those types of things. And then Google has a similar product. It used to be called Google Data Studio. I think it’s called Looker Studio now, but it’s still a Google product and allows you to do ostensibly the same thing. So you connect it to a Google sheet, that’s your data. And then it allows for you to do these different types of visualizations and dashboards that you can then share freely with internal colleagues publicly, whoever it is that you want, all these are fantastic. Anything else don’t hold back on nonprofit radio listeners, you all are sponsoring the show. I’m thinking like, really you can start using Microsoft for, you know, your CRM now and I don’t know how widely that’s really known in the nonprofit world. You know, there’s always these big names of Cr MS Microsoft has become a really big player. So look into that as well. If you’re looking to transfer from your Excel sheets to something more user friendly, maybe something that’s a little more robust and can do data um in a different way and give you statistics. Is there a tool, AC RM Microsoft tool? It’s called Microsoft. It’s like um fundraising and engagement is one of the ones that we recommend to nonprofits and it is an actual CRM. It’s an extra cost, of course. But you know, it’s, it’s not something that maybe is top of mind for listeners or, or for nonprofit professionals, right? It’s, they are newer to the space, relatively newer. They’ve still been around for a while, but they’ve really made an investment into nonprofits and what they need. So they’ve made modules that work for fundraisers, they’ve made it work so that you can do all your email, your mass emailing through this Microsoft CRM. So it’s just another, you know, it’s a big one actually, but maybe your listeners might not know as much about it. Would you say it’s as robust as sales force? Yes, it’s a competitor. It’s a very um good competitor actually. And, you know, cost comparison is really a lot of what our clients come down to is when they’re looking at the two and Microsoft has a good price point. And if again, if their users are already using Microsoft products, that learning curve again, it just, there’s a big benefit. Um So I don’t think anybody knows about you all, but I don’t think the vast majority of people know that Microsoft has AC RM product. Yeah. And, and we help implement that product. So we are seeing the, the really the big benefits for our clients getting to use that and finding out, oh, this exists. Oh I already know Microsoft, this looks exactly like I’ve like, I’ve been using for years, you know, um and when you get to a product like sales force, it’s just a little bit bigger, it’s way different. And so the learning curve again is just so high that some people they, they just don’t have the time or the investment that they can put into a product like Salesforce, Microsoft can do almost everything you keep coming back to the learning curve, which is, which is important. It’s just, it’s just the way it looks, you know, it just looks comfortable to me because I know Microsoft, you know, to me me personally, Tony Martignetti. Apple looks comforting to me. The fonts, the organization, I think more like Apple because I’ve been using it since 1984 than I do than I do. Microsoft Microsoft is still a little illusive to me for, for some things. But, uh, but yeah, it just to come, I mean, I’m just, I’m, I’m just emphasizing your point, the comfort level and even just to the appearance, it just, it just feels like a friend. It’s somebody I already know it’s something I already know, let’s not get carried away somebody. It’s something I already know. I recognize it. Ok? And I’ve, I’ve I’ve worked with it for years. Alright, so, alright Microsoft Crm. So tell me how again would you access? You have to, you have to this is something you would have to you’d have to purchase it. You would want to go through Microsoft to purchase it. Um but then it is just in your again that nine dot uh I have been in that you just click that nine dot And you go to the CRM section and you can see your full database. Ok. That’s they’re all brilliant but that’s that particularly because I don’t think most people are thinking about that at all because there are so many CRM providers um and they all look shiny and new and but you don’t have to, you don’t have to go that way. Consider like you said, consider Microsoft as A as AC RM vendor, I mean, Microsoft has a lot of help and assistance that is providing nonprofits and it’s very um focused on trying to discount its products as much as possible for nonprofits that could really benefit from them as well. Um and offer add-ons as well. Like one of the things that I’m also gonna be mentioning in my session tomorrow is, you know, if you are in the sales force or the Microsoft ecosystem and you need like a volunteer management solution. There are discrete ones that you could pay for that are third party apps, but sales force has a volunteers for Sales Force app that you can install for free. And then there’s also volunteer management and engagement on the Microsoft side that you can also install for free. It might require a little bit of configuration for you to be able to get the best uh the best um kind of usage out of it depending upon what your needs are. But there are free add-ons that you can install that are gonna work within your existing ecosystem and, and structure uh that you can start using right now. OK, Patrick, we uh we opened with you. So we’re gonna close with Dana. Give us uh just give us a little more motivation and, and comfort about what we may very well, we do already have and why it could very well be sufficient. Yeah, I think uh you gotta take the take the time to research. That’s like our main message. Maybe you do end up with a third party app but do the research to really understand what it is that you’re paying for. Because everybody knows a nonprofit, those dollars really matter, they’re going to the communities, they’re going to the places that are getting impacted the most. And so when you spend even a couple more dollars on a product that you don’t need, that’s money you’re taking away from whatever cause it is that you are trying to uh you know, bring light to, right? So if it just takes you 10 minutes more to just check if Microsoft does that check if Google does that, you know, that’s that much more impact that you can give to the community and it’s going to make your staff a lot happier. You know, we’re hearing about burnout a lot. If they don’t have to learn a new product. Like I’ve been saying, if they don’t have to learn something brand new, you’re gonna have happier staff, you’re gonna make more impact you. There are many benefits to this. So just take the 10 minutes. That’s Dana Larkin, principal project manager at Heller Consulting and with her is Patrick mcdermott strategy consultant at Heller Consulting. I thank you both again for the Heller sponsorship. We’re Heller consulting, technology strategy and implementation for nonprofits. Thanks Dana. Thank you, Patrick. Thank you and thank you for being with Tony Martignetti Nonprofit. Radio coverage of 24 NTC next week will depart from 24 NTC with experiential fundraising. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by virtuous. Virtuous. Gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and buy donor box, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. This show, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for June 5, 2023: Artificial Intelligence For Nonprofits

 

Afua Bruce, Allison Fine, Beth Kanter & George WeinerArtificial Intelligence For Nonprofits

We take a break from our #23NTC coverage, as an esteemed, tech-savvy panel considers the opportunities, downsides, potential risks, and leadership responsibilities around the use of artificial intelligence by nonprofits. They’re Afua Bruce (ANB Advisory Group LLC); Allison Fine (every.org); Beth Kanter (BethKanter.org); and George Weiner (Whole Whale).

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[00:04:19.33] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me, but you’d get slapped with a diagnosis of algorithm a phobia. If you said you feared listening to this week’s show Artificial Intelligence for nonprofits, we take a break from our 23 NTC coverage as an esteemed tech Savvy panel considers the opportunities downsides potential risks and leadership responsibilities around the use of artificial intelligence by nonprofits. There are fewer Bruce at A N B advisory group LLC Allison. Fine at every dot org, Beth Kanter, Beth Kanter dot org and George Weiner at Whole Whale on Tony’s take to a give butter webinar. We’re sponsored by donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is artificial intelligence for nonprofits in November 2022. Chat GPT was released by the company open AI they’re more powerful, maybe Smarter GPT four was released just four months later in March. This year. The technology is moving fast and there are lots of other platforms like Microsoft’s as your AI I guess the sky’s the limit. There’s Google’s help me, right? And Dolly also by open AI creates images. So artificial intelligence can chat and converse answer questions. Do search, draw and illustrate and write. There are also apps that compose music, create video and coding computer languages. A team at UT Austin claims their AI can translate brain activity into words that is read minds and I’m probably leaving things out what’s in it for nonprofits. What are we risking? Where are we headed? These are the questions for our esteemed panel. Bruce is a leading public interest technologist who works at the intersection of technology policy and society. She’s principal of A N B alpha, November, Bravo Advisory group LLC, a consulting firm that supports organizations developing, implementing or funding responsible data and technology. She’s on Twitter at underscore Bruce Alison. Fine is a force in the realm of technology for social good as president of every dot org. She heads a movement of generosity and philanthropy that ignites a profound transformation in communities. You’ll find Allison Fine on linkedin. Beth Kanter is a recognized thought leader and trainer in digital transformation and well being in the nonprofit workplace. She was named one of the most influential women in technology by Fast Company and is a recipient of the N 10 lifetime achievement award. She’s at Beth Kanter dot org. George wegner is CEO of Whole Whale, a social impact digital agency. The company is at whole whale dot com and George’s on linkedin. Welcome all our esteemed panelists. Thanks, welcome to non profit radio. We’re gonna start just big picture. Uh I’d like to start with you just what are you thinking about artificial intelligence?

[00:05:30.10] spk_1:
That is a very big picture question. What am I thinking about artificial intelligence? I think um there are lots of things to consider, I think first is um all of the hype, right? We have heard article after article whether or not we wanted to, I’m sure about the promises and the potential of chat GPT specifically generative AI more broadly. Um Well, uh you think about some of the image based AI solutions, generative AI solutions that are out there that have been in the headlines recently, of course, as someone who’s started their career off as a software engineer where AI has been around for a while. And so sure, generative AI is a different type of application of AI, but it is building on something that has been both out in the world developed for a while. Pre chat GPT most organizations or several companies just embedded AI into the tools you already use, whether it’s gram early or something, I’m betting ai into their solutions. So what I’m thinking about now is how do we help organizations navigate through all of the hype and figure out what’s real, what’s not real, um recognize where they should lean in, recognize where they can take a pause before leaning in and then of course, underlying it all, how do we think about access, how do we think about equity and how do we think about how embracing AI will change or evolve jobs?

[00:05:59.52] spk_0:
And these just define generative ai for us? So everybody knows what, what we’re referring to and we’re all, we’re all on the same platform.

[00:06:08.78] spk_1:
Sure. So, generative AI is where it is essentially looking at a large model. Chat gps specifically uses a large language models. So lots of text and looks at that and then gives you what is statistically sort of the next uh most reasonable or probable word based on a prompt that you give it. So developing the recommendations as you go along,

[00:06:35.79] spk_0:
Allison, please. Yes, big picture.

[00:08:08.00] spk_2:
Well, a few adjust said it beautifully that this isn’t a brand new idea, although we are in the next chapter in terms of advanced digital technology. I think organizations tony need to get their arms around this right now. Ai before AI gets its arms around them and their organizations, Beth and I started to look at AI about five years ago with support from the Gates Foundation and the promise of it is that AI can eat up the road tasks that are sucking the lifeblood out of so many nonprofits, staffers, they are drowning in administrative um tasks and functions and requirements that AI can do very well in fundraising. It might be researching prospects, taking the first cut, communications with donors not sending it out, just taking the first cut, helping with workflow, helping with coordination. Um And the responsibility is for organizational leaders, not line people and not tech people, but organizational leaders to figure out where the sweet spot is what we call co body between what humans can do and need to do. Connect with people, solve problems, build relationships and what we want the tech to do mainly rote tasks right now. So understanding ai well enough tony to figure out where it can um solve what we call exquisite pain points and how to make that balance between humans and the technology is the foremost task for organizations right now.

[00:08:32.35] spk_0:
Death.

[00:10:18.39] spk_3:
Great. So Alison and Noah said it so well. So I’m just going to actually build on it but go into a specific area that where that is kind of the intersection between ai and workplace well being and kind of the question, you know, well, ai fix our work. Um can it transform like the work experience from being exhausting and overwhelming to one that brings more joy that allows us to get things done efficiently but also to free up space to dream into plan? Um And or is it going to be a dystopian future? I don’t think so. Um And by dystopian related to jobs I’m talking about kind of, you know, we’ll get rid of our jobs like who, who will lose out. And um just a week or two ago, the World Economic Forum released a report that predicts that nearly 25% of all jobs will change because of generative ai and it’ll have a, you know, a pronounced impact by displacing and automating many job functions um that involve writing, communicating and coordinating, which is, which are the things that chat GPT can do so much better than previous models. Um But it will also create the need for new jobs, right? I heard a new job description recent, a prompt engineer. So somebody who knows how to ask the types of questions of chat GPT to get the right and most accurate and high quality responses. And I think I’m building on what Alison said about co body. I think this is the future where AI and humans are complementary, they’re not in conflict and it really provides a leadership opportunity to redesign our jobs and to rethink and reengineer workflows so that we enable people to focus on the parts of the work that humans are particularly well suited for. Like relationship building, decision making, empathy, creativity, and problem solving. And again, letting the machines do what they do best but always having the humans be in charge. And again, that’s why Allison and I always talk about this as a leadership issue. Not a technical problem.

[00:10:50.46] spk_0:
Leadership, right? Okay, we’ll get the leader responsibilities. George, what are you thinking about ai

[00:11:30.47] spk_4:
hard to add such a complete start here. But I would say that just because this is a fad doesn’t mean that’s not also a foundational shift and the way we’re gonna need to do work and how leaders are gonna have to respond. I also just want to say like right now, if you’re listening to this podcast, because your boss forwarded it to you saying we gotta get on this. I understand the stress you’re under. It is really tough, I think right now to be in the operational layer of a nonprofit doing today’s work expecting to make tomorrow’s change. So stick with us. We appreciate you listening.

[00:12:03.93] spk_0:
Thank you, George. Like happening to the co host role, which uh which doesn’t exist so careful care. Watch your step. Let’s stay with you, George, you and I have chatted a lot about this on linkedin. Uh use cases. What, what uh what are you seeing your clients doing with ai or what are you, what are you advising that they explore as their um as they’re also managing the stresses that you just mentioned?

[00:13:00.00] spk_4:
Well, right now we’re actively custom building AI is based on the data, voice and purpose of organizations that we work with. One of the concerns that I have is that when you wander onto a blank slate tool, like open ai Anthropic Bard, you name it, you’re getting the generic average as of who pointed out the generic average of that large language model which means you’re going to come off being generic. And so we’re a little concerned about that and are trying to focus our weight on how you tune your prompt engineering toward the purpose of the organization. We’ve already mentioned, grant writing, reporting applications, emails, appeals, customization, social post, blog, post editing. It is all there if you’re using it the right way, I think.

[00:13:22.32] spk_0:
And that gets to the, the idea of the prompt engineer to that, that Beth mentioned what, what you’re so avoiding that generic average with sophisticated prompts. George.

[00:13:47.96] spk_4:
Absolutely. Yeah. I mean, we jokingly call it the great jacket problem where I showed up to a conference and I was wearing the same gray jacket as another presenter and I was like, we both walked into a store and we both thought that the beautiful gray jacket we put on was unique and that we would be seen as such for picking out such a great jacket. When in fact, when you go in to a generic store and get a generic thing, you get a generic output. And my concern is that without that leadership presence saying, hey, here’s how we should be using this with our brand tone voice and purpose that every single new hire out of college. We’re running into the social media game. Beth has already played this game, Allison, we’ve already played this game where we handed the intern the Twitter account because they used it in college. We’re gonna just replay that again and I’d rather just skip that chapter

[00:14:22.42] spk_0:
and that we’re going to get into this too. That, that generic average also has biases and misinformation. False. Well, they’re not false, false information. Um How about you? What are you seeing your clients? What are you advising usage wise?

[00:16:24.89] spk_1:
A couple of things. So, first, I think Allison touched on this as well is that you can sort of take a breath. You don’t have to embrace everything all the time for everything. I know it can seem right now that everyone’s talking about generative ai and how it’s going to change your world. Um But you can sort of take a breath because um as I think Allison and Beth both mentioned, right, the technology is only good if it’s working for our mission, if it’s working for organizations. So really taking the time um as a leadership team to really be clear on what you want to do, what differentiates your organization and make sure your staff is all aligned on. That is the first thing that um advise organizations to do. The second is to think about then the use of AI both to help your organization function and deliver it services out in the world. But then also to think about how it impacts your staff. So I think sometimes we can get caught up in, we’re going to use A I hear it’s going to like, you know, we’ll be able to fix all of our external messaging will be able to produce more reports, will be able to produce more um grant applications, all good, all valid. But remember also, your staff has to learn how to use it and staff has to learn how to make the prompts. Your staff also has work internally that they are doing that. Perhaps AI could be used to help speed up the their task and free up their time and their brain space to lean into what humans do best, which is some of the relationships and having empathy. So thinking also not just about how AI can help you maybe generate more culturally appropriated images for different campaigns around the world or how generative AI can help you fine tune some messaging or how generative AI can help you better sort of segment and deliver services to, to your communities that you serve. But also how you can use AI to do things like help with notes, help with creating agendas, help with transcripts and more what are some of the internal things to really support your staff that you can, you can apply AI towards

[00:16:48.76] spk_0:
Alison that’s leading right to some of those rote tasks that that you mentioned. Um So I’m gonna put it to you in, in, in terms of uh Kirsten Hill on linkedin asked, what’s the best way for a busy nonprofit leader to use AI to maximize their limited time?

[00:18:49.78] spk_2:
So people are looking for some magic solution here, tony and we hate to disappoint them, but AI is not magic fairy dust to be sprinkled all over the organization. Uh This is a profound shift in how work is done. It is not a new word processing, you know, software AI is going to be doing tasks that only people could do until just now. Right? Any other year going back, um people would have had to be uh screening resumes or writing those first drafts, um or, you know, coordinating internally. And now basically the box are capable of doing it, but just because they’re capable of doing it doesn’t mean that you should, you know, unleash the box on your organization. Our friend Nick Hamlin at globalgiving, a data scientist said AI is hot sauce, not catch up a little bit. Goes a long way. We Beth and I have been cautioning people to step very slowly and carefully into this space because you are affecting your people internally and your people externally, right? If a social service agency has always had somebody answering questions of, when are we open? And what am I eligible for? And when can I see somebody? And now a chatbot is doing that, tony, you have to be really careful that one, the chatbot is doing its job well and two that the people outside don’t feel so distant from that organization that it’s not the same place anymore. So our recommendation is, that’s

[00:18:52.67] spk_0:
a, that’s a potential. I mean, it could, I guess mishandled this could change the culture of an

[00:19:36.78] spk_2:
organization. Absolutely. If you are on the outside and you’re accustomed to talking to Sally, who at the front desk and all of a sudden the organization says to you, your first step has to be talking to this chat bot online. Instead the organization has solved perhaps a staff issue of having to answer all these questions all at the same time. But it’s made the interaction with those clients and constituents much worse. So we need to first identify what is the pain point we’re trying to solve with AI is ai the best solution for doing that and then to step carefully and and and keep asking both staff and constituents, how is this making you feel? Right? Do you still feel like you have agency here? Do you still feel like you are connected to people internally and externally and to grow it from there? There is no rush to introduce AI in everything that you do all at once. There is a rush to understand what the impact of automation is on your organization.

[00:21:00.42] spk_0:
It’s time for a break. Stop the drop with donor box. Over 50,000 nonprofits in 96 countries use their online donation platform. Naturally, it’s four times faster, easy payment processing. There are no set up fees, no monthly fees, there’s no contract. How many of your potential donors drop off before they finish making the donation on your website. Stop the drop, stop that drop donor box helping you help others donor box dot org. Now back to Artificial Intelligence for nonprofits with fewer Bruce Allison. Fine Beth Kanter and George wegner. Beth, I see you taking copious notes. I think, I think there’s a lot you want to add.

[00:23:39.85] spk_3:
Oh, there’s so many good points made and I was taking a lot of notes because like nowhere to jump in. Um So a couple of things, uh George said, uh we, we did the social media thing and we turned it over to the intern. Let’s not do that again, but I’m not sure that’s gonna happen because with social media adoption, if we think back, uh you know, the dawn of social media started in 2003, it really wasn’t until six or seven years later. And I remember it quite distinctly when the chronicle, Phil apathy and organizations were really embracing it. There was a lot of skepticism because social media adoption was more of a personal thing because it started as the individual, it wasn’t immediately brought into the workplace. Um And I think chat GPT will be a little bit different because the benefit there is, you know, the sort of the allure of efficiency saving time, right? And or it can help us raise more money. So I think we might see it develop more quickly in the workplace and if nonprofit leaders are, are part do smart adoption, then there will also be the training uh required and the retraining and the re skilling. And I think for me, the most important thing about this is that it is going to change the nature of our work and that if you just let that happen, you’re missing an opportunity because we have a chance to really kind of accelerate workplace line learning, both, you know, formal and informal to, to re skill staff that in a way to embrace this, that’s not going to cause more stress and burnout. The other thing I was thinking about the great jacket and I love that um Metaphor George, I love it. Um In that, you know, if nonprofits are turning to and buying the $20 a month subscription for Chat GPT, they’re getting the Great Jacket version and missing out on the opportunity to really train it. But the other hand, if they’re just going without an organizational strategy, are they being trained in, are they put entering confidential information into Chat GPT? Are they using their critical thinking skills? Because we know that uh chat GPT can hallucinate and pick up crap? Right? Are they really, you know, are they, are they doing that? Like, are they just saying, write me a thank you letter for this donor versus write me a thank you note in the tone of in a conversational tone um that recognizes this donor, you know, quality blah, blah, blah, right? And um and then go back and forth and refine a draft. So, so there’s a piece of like um uh I guess technical literacy that has to be learned and that’s like the technical problem. But then there’s also this whole workplace learning and workplace um uh you know, reengineering of, of jobs and bringing in new jobs and different parts of descriptions that also need to take place as well. So we’ve got to prepare the organization’s culture uh to adopt this in a way that is ethical and responsible.

[00:24:07.24] spk_0:
George you feel any better.

[00:25:12.72] spk_4:
I’m not sure how I felt to begin with, but the uh the, the piece to add on as a nuance, there is not just the generic output but the normalization and ability for people to identify A I created content is going to explode. What does that mean if I were to show you a stock photo right now? Versus when I took on my phone, it would take you 0.5 seconds to be like, yep, stock photo, stock photo, stock photo. And we have all seen the appeals that go out with generic Happy Family with Sunset and background. And I think what’s going to happen is the text that is generated by folks that are using gray jacket G P T s is that your audience is going to see it, identify it and shut it down mentally. It’s like driving past that billboard or that banner ad. It’s going to be a wash. It may seem unique to you. But I think, uh, I think that’s another thing that we’re going to see happen. I just want folks

[00:25:13.82] spk_0:
to know, okay, I just want folks to know that that Great Jacket is a real story. You, you and you and another guy did show up with the exact same jacket

[00:25:21.64] spk_3:
at some point and 10 conference, wasn’t it in New Orleans?

[00:25:24.91] spk_4:
It was, it was a fundraising uh fundraising conference. And actually the other guy’s name was George. So there was two Georges to great jackets. I felt very um silly.

[00:25:38.76] spk_0:
Yeah.

[00:26:29.31] spk_2:
So, um the ultimate R oi Beth and I feel and we wrote about in the smart non profit is what we call the dividend of time that is to use AI to do those rote tasks that I talked about a few minutes ago in order to free up people to do human things. And George the opportunity isn’t we hope to send out more messages or to be, you know, continue down the transactional fundraising path. The opportunity is to use your time to get to know people and to tell them stories and to listen to them. So with or without A I organization stuck in that transactional hamster wheel tony for raising money. And if they can’t get out of that AI is definitely not going to help them. The opportunity here is to move that entire model into the past and say we’re going to create a future where AI gives us the time and space to be deeply relational with people. That’s the opportunity.

[00:27:17.67] spk_0:
Well, I’m gonna come to you in a moment and talk about how we can prevent the, this generic average, this gray jacket uh from taking over our culture. But Alice and I just want to remind you that when I had you and Beth on the show to talk about your book, The Smart non profit, I pushed back on the dividend of time because it feels like the same promise that technology has given us through the decades. And I’m not feeling any more time available now than I did before I had my, my smartphone or um whatever, whatever other technology I’ve adopted that was supposed to have yielded me, yielded me great, great time. I don’t, I don’t, I don’t feel any, any greater time.

[00:28:42.12] spk_2:
I don’t believe that that was the promise before. And certainly what we found with the last generation of digital Tech tony is that it made us always on and everything became very loud and very immediate. No question about it. And this next chapter in AI is not guaranteed to give us time. What we’re saying is there’s an opportunity to work differently and to create this time if leaders know how to use it. Well, that’s the big if, if we’re just going to sit back and said late, let’s ai supersize our transactional fundraising and send, send everybody 700 messages a day because that’s worked so well said very sarcastically then no, it is not going to make us any free up any time. But what we are saying is this technology has the capacity to do all of that work that is sucking up 30 40% of our time a day and we could be freed up. But only if we use it smartly and strategically,

[00:28:51.05] spk_0:
how about, you know, how we can help prevent these generic averages with their biases and marginalization of already marginalized voices. You know how and, and just from the fear of taking over the institutions, culture, how, what are the methods to prevent that?

[00:33:20.42] spk_1:
Um Sorry, I think I would start with an analogy that I’ve used before. That technology is not a naturally occurring resource. There’s no like river of technology that we just walked down to and scoop up and now we have technology and it immediately nourishes us to some of what Alison was just mentioning. Um in order to actually use AI effectively, it takes intentional management, it takes intentional decisions about how to use it when to use it and why to use it. And so that definitely applies when we think about how do we differentiate, differentiate ourselves even as we use AI and also how do we make sure that we then are being intentionally inclusive? Um I don’t know of any technology that just by happenstance has been inclusive. Um And so it requires intentional decisions. So some ways that bias can appear in generative ai systems are with some of the, the coding that is done inherently with some of the data sets that are used. Even with large language models, they reflect right now every on the internet. Um I know a lot of great people on the internet, there’s a lot of things on the internet that do not align with my values, um or even my actual lived experience. Um And so how do we then think about sort of combating that? So I think one, we’ve already touched on prompt engineering to make sure that we are asking it the things that we want to get back if you ask chat GPT, for example, um to describe what, what are risks with chat with generative AI will give you one list. You refine that prompt to include specifically what a risk with chat with generative ai including or specifically affecting women or people of color. It will give you a more refined response. Chat GPT a month ago. If you asked it, the doctor and nurse were arguing because he was late, who was late. It would tell you the doctor was late. He asked the same question but said because she was late, it would tell you um it was the nurse that was late, that now has changed because the people who are programming to GPT have manually made those changes. So as we think about how we can use it, it is through some of the software that we’re building on top of it, some of the plug ins that you decided to take advantage of, to not take advantage of how you might be able to use it on your own sort of proprietary information with the right parameters in place to keep it on your, keep it with your own data in ways that make sense for your organization there. Um I think it’s an opportunity for funders to fund the creation of new data sets or fund the creation some more responsible plug ins or fund um you know, new open source developments as well. So I think that’s an exciting play there. Um And then I think also there is an opportunity to use chat GPT or sorry, generative AI in ways that really do enable more representation. Um Working with someone who is um an advocate for women’s rights in India. We’re talking through ways that she could more quickly generate posters and informational materials using generative AI for both images and text for different places on the subcontinent that she couldn’t physically get to. Um And that she didn’t have talent on the ground to get to. That is different though I’ll say from the announcement from LEVI a couple of months months ago that they were going to use chat cheaper generative AI to create a diversity of models rather than hiring people or buzzfeed recently saying um shareholders meeting that they would use AI to help create authentic black and Latino voices presumably um instead of talking to actual authentic black. So um they didn’t, she was a statement a day or two later saying no, no, no, that’s not what we meant, we meant something else. Um But, but my point is there are ways to think about how you can use generative ai as a nonprofit organization to better reach and connect. But also make sure that you are still doing it in a way as I think all of us have said so far, that really does center people that does center communities and isn’t trying to necessarily replace those relationships.

[00:34:11.43] spk_0:
Beth our our master trainer, I see a need for training for leaders for for for users. I mean, I’m not seeing any of this happening now, I’m not seeing how to use, you know, but is there, is there a training issue here for, for people at all levels? You’re sorry,

[00:35:55.78] spk_3:
sorry about that. I don’t want them back. Absolutely yes. But we, I make a distinction between training and learning. Alright. So training professional development, formal ways of learning particular skills and those might be more around the technology, literacy, literacy skills like, you know, prompt engineering, for example. But then there’s also the informal piece of learning which is informally uh discussions with different teams about how it’s changed their job, right? Or uh or, or reflecting on a job description or, or job workflow that needs to be changed and then sharing that with other departments. Um So, you know, so there’s kind of like workplace learning that is connected to with the workplace culture. Um and which in some ways has nothing to do with the technology. It’s kind of like as a result of the technology. Uh what do we now have the possibility to do because we have this freed up time or because we have not spent so much time staring at a blank screen and not doing anything because of blank screen syndrome. You know, chat DBT has like helped us get to that first draft quicker and maybe human editing has done the second and the third, third draft. Um uh and we’ve gotten a better result. Um And that has improved our end results with our fundraising goals or whatever we’re trying to accomplish. Um you know, what comes next. Um So those are the pieces of learning that, um you know, that haven’t been possible a lot of times in nonprofits because we’re so busy trying to get the stuff done on our to do list and, and or were being overwhelmed. So, um so what, what is possible now that we’re able to do our jobs better and we’re able to take on these different tasks. How can we improve our results? Um And outcomes,

[00:36:24.68] spk_0:
George, how are you teaching your, your clients who are hopefully translating that into learning about using non using generative ai are you, are you talking directly to leaders? Are you, are you training users on, on better like skills like better prompting? What’s what does teaching training look like for you?

[00:38:14.82] spk_4:
I mean, we’ve done our best to put out as much free content as possible, first and foremost, to try to, you know, raise the tide of understanding for nonprofits and we’re putting all of that out as fast as I can think to create it internally. We’re having weekly training sessions on use cases for us and we’re actively building and improving on client custom created GPT uh endpoints that pull their data in and their purpose in. I want to go back though to Beth talking about what actually, you know, education and this looks like and we could train you on how to swim over this podcast. We could talk about all the things you need to do. Like I’m watching my daughter learn to swim. There’s no storybook, there’s no encyclopedia, there’s no webinar that you could watch that would teach you how to swim. There is a fundamental component of this. If you jumping in the water and interacting with the tool learning, coming back, realizing where it frankly lies to you. As I am really happy, we have all pointed out where it hallucinates where it’s helpful and where the opportunities are. And by the way that’s gonna change next month and so it’s not a single point in time and, you know, this, you, you’ve been an engineer for, you know, a while and seen it’s like the, you know, the code you played with, you know, a month ago, it’s just different tomorrow and what’s possible is different tomorrow. Um On the other side of the coin, I’m a little concerned, you know, we have gone through and maybe you’re getting anxiety when you hear yet another tool. Yet another tool. There’s over 1600 tools listed on just one site, future tools dot IO. And there’s going to be even more tomorrow. There are 95% of these things that are just going to be gone within a year. So I’m also cognizant of the rabbit holing that can happen in this.

[00:41:48.75] spk_0:
It’s time for Tony’s take two. I’m doing a Give Butter webinar later this month, debunk the top five myths of Planned Giving. I am especially excited about this one because the Give Butter host Floyd Jones and I are gonna be together co located face to face person to person in person real time. So, uh the energy that he brings and I try to keep things light moving. I think we’re gonna have quite a bit of infotainment on, on this one with Give Butter debunked the top five Myths of Planned Giving and it’s Wednesday, June 14th at two p.m. Eastern time. But you don’t, you don’t need to be there you can get the recording. If you can’t make it live. Watch archive. I used to say that on the show, listen, live or archive now it’s just listen, archive no more live but this is listen, live or archive bonafide. Uh If you want to make a reservation, you go to give butter dot com, then resources and resources and events. Very simple. So make the reservation. If you can join us live, that would be fun because I love to shout folks out and I’ll answer your questions. If you can’t sign up and watch the video, it’s all at give butter dot com resources and then events that is Tony’s take two, we’ve got the boo koo but loads more time for artificial intelligence for nonprofits, I’d like to turn to some of the some of the downsides even more explicitly. So we’re all talking about efficiency and uh the the time time saved the dividend of time. But um at what cost, what potential cost, short term, long term, um We’ve already talked about, you know, they’re being a bias towards dominant voices that are existing, dominant voices remaining dominant. Um For you had a great example of someone in in in India, right? Trying to, trying to represent folks that she can’t get to see. So there, I mean, there’s a potential upside but you know, all this at, at what uh at what potential cost and then there’s, we haven’t even mentioned, we mentioned false information, but in the video realm, deepfakes, video and audio, deepfakes, photograph, deepfakes. Who wants to, who wants. I’m being an egalitarian there who wants to uh launch us into the, the risks and downsides part of the conversation.

[00:41:54.45] spk_1:
I’m happy to start, I’ll say for the record, I am generally an optimist. However, um there, there

[00:42:02.41] spk_0:
are some things uh we’ve taken judicial notice.

[00:44:17.34] spk_1:
Thank you. Thank you for the record. It has been noted, I appreciate that. Um So again, just reiterating what we’ve already said, intentionality really matters here without intentionality. Um Things can go really wrong because General Ai has the ability to hallucinate. Um And because General Ai is reacting to what data already exists, recognize that sometimes the things that decisions that we can make based on that could be really wrong. So um if you can think through and imagine how Ai might be used to help with hiring processes, um even with a more standard version of AI, for example, Amazon a few years ago, put some work into developing a system that would identify people who were best poised to be managers and succeed in senior management at Amazon. The results of the AI show that white men from particular schools were best boys. Is this actually true based on skills? No, but it was based on the data that they had, which was trained on their internal data, which showed being a company and Northwest, it just reflected what their practices had been in some of the things they changed. Amazon end up not rolling that out because they had a human in the loop there that sort of looked at what was coming out and showed that in reviewed and determined this is not actually in line with our values is not in line with what we’re trying to do. Um So I think uh pushes to completely remove a human from that decision making loop are ways that generative ai can go really wrong very quickly in organizations think we’ve already started to talk about some of the bias that can appear in results. Um give the example already with gender that is true for um along a number of other demographics as well. And so not correcting for that or recognizing even that even with these large language models, even with something that’s trained on the internet, um not everyone is represented there. And so making a lot of decisions based on what’s there may not give you and may not give you the most inclusive and equitable response that you want. I think those are two ways that this can go wrong.

[00:44:33.58] spk_0:
Allison anything you wanna, you wanna add to this? Sure.

[00:45:47.94] spk_2:
Um So the AI revolution is far bigger than Chad GPT in generative AI AI is going to be built into every software product that an organization buys in. Finance in hr in, you know, customer service in development. Those products were created by programmers who are generally white men and then trained on historic data sets, which as you just mentioned, are deeply biased as well. So you have a double whammy that by the time the product gets to an organization, it has gender and racial bias baked right into it. This again is why it’s a leadership problem, tony, we need organizations to know what to ask about these products, to ask how it was built, what assumptions were made in building and how it was tested for bias, how you can test for bias before that hr software program you just grabbed through into your mix is screening out all of the black and brown people applying for these positions. So these are real everyday concerns about integrating AI into work and why we need to be careful and strategic and thoughtful about how we’re integrating it into organizations.

[00:47:32.67] spk_3:
Yeah, Beth, I really want to pick up on a point that a film made about um the concern about not having human oversight at all times. And one of my favorite examples of this comes from Kentucky Fried Chicken in Germany. And um they were using a generative ai tool that was um that could develop different promotions that they could put out there. And the data set that it was using was a the calendar of holidays in Germany and of course, then some promotional language like 5% off cheesy chicken, right? Um And they got into trouble because there, there was a lot of social media messaging that was just put out their generated by the generative ai and the message was um happened on November 9th, which is the anniversary of Kristallnacht, which is considered the beginning of the Holocaust. And the, and the promotion was, you know, enjoy $5 off a cheesy chicken to celebrate the night of broken glass. And, you know, and so I think that the issue is, is that we begin to put so much trust into these tools that we think of them as human or the equivalent of human intelligence. And that, you know, we just take it for face value and we don’t have that human intervention with those critical thinking skills. And um and that’s where harm could be done um to the end users. Um So I, I just really think it’s comes back to that co batting example that we’ve talked about and again, the, you know, the need for leaders to really be reflective and strategic in how they executed. It’s not just about learning how the right prompts to ask GPT chat to get a particular output.

[00:48:10.15] spk_0:
There was another example of that uh at, I think it was at a college. Uh they put out a press release and at the bottom of the email, it said, you know, generated by chat GPT or something. I mean, so a human, you’ve all talked about humans being involved with the technology you know, a human hadn’t even scanned it to, uh, to know to take that, that credit line off the, off the email. So, you know, like blind usage.

[00:48:58.01] spk_3:
That’s an interesting thing to, to think about. Like, um, do I disclose, like, if I, if I was writing a post an article and I went to GPT chat to, like, because I needed to get it from 1000 words to 750 words. And I could ask it, you know, too long. Didn’t read standby for some text, please reduce from 1000 words to 750 words um which I actually have used, but I don’t take a cut and paste and I actually sat and compared what it, how did, how did it change the language? And one thing I did notice is it took out any sentences that had a lot of personality to them and it transformed it into this very generic kind of text, you know. So again, it requires a human editorial oversight. If you will,

[00:49:20.80] spk_0:
George, you want to talk about risks downsides.

[00:50:17.62] spk_4:
Yeah, I would say this is more of a bigger picture risk that I see as the net result of we’re talking about GPT tools being built into everything we use. One is that, you know, if, if you were using it blindly, you were the product you’re handing over information. Uh There was a actual open ai hack. Well, a hack or data leak where all of the conversations that were being uh stored on the side were accidentally shared and open. And so I think that’s something to be aware of bigger picture. I am watching very closely. The impacts of chat, first search chat, first search bard and being barred is Google’s AI that is now rolled out out of their private into a public beta is going to destroy organic traffic for information based searches to nonprofits. Inside of what I believe is the next two years. The second order effects of that are so many that we would need several podcasts to understand, but I’m no longer telling clients that we should expect more organic traffic next year. Versus this year.

[00:50:57.37] spk_0:
You experienced this with your own with the whole whale site. You, you had, you had, you did a search and it gave and the search tool gave you back some of your whole whale content. It did credit it. But then your concern was that that credit was purely optional, but right, you, you experience this with your own, with your own intellectual property.

[00:52:14.75] spk_4:
I’m watching it across a lot of, you know, we get roughly 80,000 month in terms of monthly users looking for information that we put out there. I test what that looks like when I do similar searches on bing as well as perplexity dot AI and now barred. The thing that scared me the most is that bar just sort of decided not to even bother with the footnotes in its current iteration and just gave the answer to one of uh several articles that dr significant traffic to our site. There are two types of traffic that S C O is providing. It is informational and then transactional. And so for the informational, I would encourage your organization to do some of these sample searches and begin to plan accordingly. And it makes me a little sad that that part of nonprofits ability to be a part of the conversation when somebody’s asking for, I don’t know information about prep and HIV information or something about L G B T Q rights history doesn’t get you engaged with the organization. It just gives you the answer and there’s something missing there that I think is going to have negative downstream impacts for social impact organizations. And

[00:52:22.87] spk_0:
you expect to see declines in there

[00:52:38.37] spk_4:
will be a decline, significant declines. And that’s concerning to me because it’s cutting non profits out of the conversation that they have traditionally been a part of when people are looking for information. And especially in a time where we’re going to have a rapid increase in disinformation because these tools can be used to create that at scale.

[00:54:19.95] spk_0:
We already have enormous disinformation. It’s hard to imagine it growing exponentially or logo rhythmically. Um I’m interested in what you all think about my concerns. Uh Executive summary that it will make us dumber my my, my reasoning behind that is that a lot of what we’re suggesting, not just us here today, but a lot of what is being suggested is that, you know, it’s, it’s a tool, generative ai is a good tool for a first draft. Uh Beth, you mentioned the Blank Screen syndrome, but to me writing that first draft is the most creative act that we do in writing or in composing, it could be music. And my concern is that if we, if we’re ceding that most creative activity away, and then we’re reducing ourselves to editor or copy editor, not to, not to minimize the folks who make their living editing and copy editing, but it’s not as creative a task for a human as sitting in front of that blank screen or that empty pad for those of us maybe start, maybe start with pen and paper and, and then we’re seeding the most creative activity away and reducing our role to editor, which is an easier job than starting from whole cloth. And so I fear that that will make us uh dumber, reduce our creativity. And I’m saying, you know, generally dumber, you’re all being so polite. You could have just jumped

[00:56:12.96] spk_3:
in. I was well, I, I didn’t want to just interrupt you. Challenge you, but I do want to challenge you. I agree with you, but I also disagree with you. Um So one piece of this one thing that I worry about and it might be um science fiction, but I, um, and I haven’t yet seen research on this, but I do know there’s this thing called Google Brain. You may be familiar with it. Um You’re trying to remember something and you can’t remember it because you haven’t exercised your retrieval muscles from your brain. So you go to Google and you start Googling to, to remember something and it’s a thing called Google Brain. And there was a study that showed that people who were using Google Maps or the other or Apple maps um to navigate. Um it is making their geospatial skills less robust. Um And so the recommendation is you don’t want to completely lose your ability to navigate that you should like get a map, get to go back to a paper map. So there’s definitely some and there is research around this that there’s definitely when you’re doing something in an analog way, if you’re writing it down, it encloses your brain in a different way than if you’re typing it. So the thing that I worry about with this is less about it being creative, taking our creativity away because I think if if you’re trained as a prompted engineer, you could be trained to like brainstorm with it right in a way that sparks your creativity versus takes it away. But what I’m worried about is how does this affect, how will this affect the human brain? Um You know, down the road another decade or so that if we’re not using our brain skills of encoding information and retrieving information and it’s like a muscle, you know, is that going to make us more at risk for dementia or Alzheimer’s down the road? Um, I know it sounds crazy but that’s like the thing I worry about.

[00:56:47.28] spk_0:
I don’t think it’s crazy. That, that’s what I’m concerned about. I’m, I’m concerned on a world level that we all collectively will, will just not be as creative and I’m calling that will be dumber. I

[00:57:49.77] spk_1:
don’t think the amount of creativity and innovation is sort of finite and that if we use tools that we’re no longer going to be creative, I think we have computers now to help us draw, to help us um write, we can write on a computer versus before we had to use different paper, we had to only draw with a limited set of tools when we got, um you know, computer aided graphics and more, we just had more different ways to see the world, more different ways to uh to figure out what images we wanted to see and how we wanted to engage. Also someone who likes to write a lot. I’d say I’m really grateful for my editors and the fat that their brains were different than mine do when I start writing. And so um those skills are complementary. But I say that because I think that we will have to change sort of will evolve, how we think, what we think about and how we work. But I think that is a different type of creativity, different types of innovation rather than us just no longer being creative. Yeah,

[00:57:55.80] spk_0:
I didn’t mean eliminate our creativity but reduce it. It’s

[00:58:10.94] spk_2:
important tony to stay out of these binary arguments of AI is so bad or AI is so good, it is going to be a mix as technology always has been. I was just reading a book the other day that talked about the introduction of moving pictures and how how appalled people were that, you know, they could see these images over and over again, right? And was going to take away all of people’s creativity.

[00:58:23.12] spk_0:
The same thing when when silent movies became talking,

[00:58:36.56] spk_2:
you know, we do this every time we are changing our brains. I’m not saying that we aren’t, however, there is going to be an explosion of creativity of jobs we haven’t thought of yet of opportunities, we haven’t thought of that comes out of this next chapter that we are just beginning now. And I think it’s important to go into this with as much information as we can cautiously again, but with a sense of X with a sense of excitement and adventure as part of this because something really, really interesting is about to unfold.

[01:00:49.90] spk_3:
And I just want to also affirm what Allison just said this kind of new creativity and it was making me think of. Um I think it was about a year ago that dolly came out, which is the image generator um that works by looking at patterns and pixels of images that are on the internet. Um And, and create something new based on your response. And I know um and I heard an artist talking about this, like, you know, there’s this whole debate about, you know, should, is it our tools like dolly that are analyzing pixel patterns and images created by real artists? Are they stealing their work without their consent or without their compensation or is it or is this like creative thinking tool? So I, you know, I was messing around and I have a black and white Labrador party, you know, a Labradoodle party, black and white guy. And so I, I asked, you know, create a image of a black and white party. Labradoodle surfing a wave and the style of Hokusai. And it generated for um images in the style of Hokusai. Some of them were silly. Some of them were, oh, this is really interesting and it prompted me, oh, what would it do if I asked it to do this in the style of Van Gogh or the style of money? And then I started getting all these other ideas about things that I wanted to do. And before I knew it, I had 1000 different images of a black and white party. Labradoodle doing all kinds of things that I wouldn’t even have thought of if I hadn’t seen, like, the response that it gave me from the first one. Um, but so is that different than if I were to, if I just did a brainstorm with myself about what I could draw, if I could draw anything, or is this aided creativity much in the way that an artist would go out, you know, and look at landscapes for inspiration.

[01:01:22.10] spk_2:
Yeah. Now one place, one place in a lot of trouble, tony is the fact that our policy makers are so far behind on AI, right, we’re gonna have enormous copyright issues. We have enormous ethical issues coming up of when AI should be used in policing. The department of Defense is experimenting right now with completely automated lethal drone weapons. Is that really who we want to be that we have robots killing people without any human oversight on the ground at all or, or in, you know, some, some headquarters at all, there are really profound policy issues that we should be talking about right now and we are way behind on those

[01:01:51.16] spk_0:
George you wanna comment on the role of government or, or push back on my

[01:02:45.37] spk_4:
uh the role of government is beyond my pay grade. If I’m honest, um you know, I’ll stick to my scope. I will say though tony in 2004, podcasting became a thing, new technology before that there were gatekeepers there and I think you’ve done very well as like as far as I know the longest running podcast for nonprofits, like it opens up new opportunities. There are over two million images created on Dolly per day and that was back in October. So I’m willing to bet it is increase the output, you know, at, um and on a personal level, like it has increased my output and I have, you know, had a lot of fun building and working with it. And as it, you know, unblocked me for, for the new creation of content undeniably though the way we use tools then shapes the way we change. And I do agree, there is a depth of knowledge potentially lost in being able to simply say, write me an article about this thing and then I tweak it as opposed to that part of learning an approach. And I think academia is um really reeling from how to teach this next generation. And I’m, I’m curiously watching how they train the next generation of people coming into the workforce on

[01:03:24.54] spk_0:
you all gave, well, let me say you all gave your all optimistic about your, your, your, your all probably more optimistic. I’m, I’m, I don’t know if I’m skeptical, I’m just concerned, I’m just concerned about the dumbing down of the culture and the culture, meaning the world

[01:03:31.72] spk_2:
culture, you

[01:03:33.67] spk_1:
know,

[01:03:36.64] spk_2:
have you seen our culture? How much dumber?

[01:03:39.30] spk_0:
Yeah, we’re starting at a pretty low level. That’s, that’s how bad I think it could get. Yeah. Yeah,

[01:05:17.38] spk_1:
I just wanted to uh um just emphasizes, I don’t think we spend enough time on one of Alison’s last points about the, um the copyright issues, the ownership issues, even as the data economy has exploded since the age of big data was declared. Um We have created systems that really extract from certain people, some certain populations, historically marginalized populations rather than enable and empower these same populations who stated we then rely on or I should say corporations in general sometimes oftentimes nonprofits as well. Um And that is just um increased at scale with generative ai with AI more broadly, right? And that um you know, especially with generative ai and things that scrape the whole internet of things that people put out there no longer as George uh mentioned no longer at attributing sources, no longer pointing to source material, no longer giving credit to people. Uh Same with artists and music and others. I think that is a huge issue. And I think one um from an ethical perspective, ethical perspective, especially for a nonprofit whose mission is to empower marginalized communities. And that’s a particular nonprofits mission. It’s a big question to consider of how and when should you use generative ai systems that do not um attribute information. Um And don’t sort of close that loop back to the people who powered the systems?

[01:05:25.25] spk_0:
All right.

[01:05:26.81] spk_1:
I don’t know, that’s a positive note, but it’s a note that was,

[01:07:14.66] spk_0:
that was more mixed and positive but great valuable points, you know, great promise um with potential catches and leadership, the importance of leadership and, and proper usage and all. All right, thanks to everybody for Bruce, you’ll find her on Twitter at underscore Bruce. She’s principle of A and B advisory group, Allison, fine president of every dot org where there are fires to put out. You find Alison on linkedin, Beth Cantor at Beth Kanter dot org and George Weiner, Ceo of whole Whale whole Whale dot com and Georges on linkedin. Thanks everybody. Thanks very, very much. Next week. What power really sounds like using your voice to lead and using your executive skills if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.