We launch our coverage of the 2026 Nonprofit Technology Conference with an NTC perennial: Rubin Singh. This year, he asks you to consider the human side of tech that impacts your CRM, and really, all technology: governance; business processes; inclusive design; and, change management. Rubin is CEO of OneTenth Consulting.
Amy Sample Ward: A Conversation With The NTEN CEO
NTEN hosts the Nonprofit Technology Conference. NTEN’s CEO, Amy Sample Ward, is also Nonprofit Radio’s technology contributor. They join us to share about the people and place of 26NTC. What does the host CEO do to prepare for a major annual conference?
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And 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 hebdominal podcast. Oh, I’m glad you’re with us. I’d be hit with delusional parasitosis if you infested me with the idea that you missed this week’s show. Here’s our associate producer, Kate, to give you the highlights. Hey Tony, we have consider the human factors. We launch our coverage of the 2026 nonprofit Technology conference with an NTC perennial, Ruben Singh. This year, he asks you to consider the human side of tech that impacts your CRM and really all technology, governance, business processes, inclusive design, and change management. Ruben is CEO of 1/10 Consulting. Then A conversation with the N10 CEO. N10 hosts the nonprofit technology conference. N10’s CEO Amy Sample Ward is also nonprofit radio’s technology contributor. They join us to share about the people and place of 26 NTC. What does the host CEO do to prepare for a major annual conference? On Tony’s take 2. Tales from the gym. Sourdough from Kim. Here is, consider the human factors. Hello and welcome to Tony Martignetti nonprofit Radio coverage of 26 NTC. That’s the 2026 nonprofit Technology Conference. We are kicking off our 26 NTC coverage with this interview. Everybody’s gathered in Detroit, Michigan, this incredibly savvy, smart tech community. And we’re beginning with Ruben Singh. Ruben is CEO at 1/10 Consulting. Ruben, welcome to nonprofit radio coverage of 26 NTC. Thanks for having me, Tony. It’s a real pleasure kicking off. You’re our first one, first one of the year. Excited to be here. It’s a real privilege. My pleasure too. Thank you. You’re a perennial. I don’t know, 3 years running, 4 years at least, at least, yeah, yeah, yeah. I always enjoy the conversations. Um, thank you. I do, I do as well. Um, just give us an. Overview of the the the topic your your session topic is beyond the technology, the human factors, the human factors driving nonprofit CRM success. Give us an overview. What, what are we confounding between tech and human factors? Sure, sure, um, yeah, thanks for asking. That’s why I really love being here at uh. Um, at NTC because, uh, I spent a lot of time throughout the year, uh, going to other different conferences that focus so much on products, um, on, on newest innovations and, uh, newest technology, and, uh, this conference really gives us the opportunity to step back and say, you know, what makes the technology successful, and in my 20 plus years of consulting experience it actually has very little to do with the technology. Itself it has to do with all the things that are surrounding it in my opinion, yeah, yeah, yeah, I mean the, the technology is out there, um, everyone’s, you know, all, all vendors are really, um, doing as best they can to make sure they’re, they’re aligned with, uh, the needs of the community, but, um, that in itself doesn’t make success, so that’s kind of what I’m hoping to, to touch on this week. OK, sounds very good. Yeah, thank you. That’s a great overview. Uh, you can, you can grab, yep, grab his mic and. So what are some of these, uh, Amy also we might wanna be sensitive. I’m not sure about if the PA is a little too loud. I’m not sure it might be. We’ll take care of that. What are some of these human factors that you think are influencing CRM success? Sure, um, there’s gonna be about 5 or so that I’m gonna cover in my talk, um, but I can surely, uh, chat about some of those here. I, I, the first and foremost is really clarity of purpose. Um, what is it that we’re trying to achieve with the system? Um, oftentimes, uh, organizations will reach out to us and say, hey, you know, we, we need Salesforce, uh, and then I might ask them, uh, you know, what is it that, what, what is it that drove you to that decision, or, you know, what business problem are you trying to solve, and there’s not always answers for that, um, or the answers are very different depending on the different folks that you speak with, and, um, you know, it’s, it’s very easy, especially when, you know, you as a consultant to wanna jump in and problem solve and, all right, let’s build. Um, but, uh, you know, as I’ve learned through my career, uh, you, you really need to start with that strategy first, um, so that’s a, a, a, a key point of, of clarity of purpose, you know, what is it that we’re trying to achieve? Are, are we all on the same page of what we’re trying to achieve? Are there potentially different goals? Is it, you know, that we want to increase fundraising? We want to, uh, you know, we wanna be able to measure our. Impact better of our programs we want to be able to tell our story better. Is it, is it all of the above, um, all, all of these things ultimately need to be defined so we know how to, to, you know, uh, chart a path forward. I feel like some of this may be simplicity too isn’t, I think it’s simpler, although taking on a CRM change is not, is not simple, but. Is it, is it easier from an institutional perspective to say, you know, it’s a tech we need tech we needs Salesforce and we need versus being more introspective about our human our our our our human influences over technology? Absolutely Tony I think you you you hit the nail on the head there. I think it’s uh. Uh, oftentimes I’m brought in for what is said, hey, we, we need to solve this technology problem. We need to migrate to this new system or we need to upgrade here. And as I start having conversations and peeling back layers of the onion, I realized, goodness, this, uh, this is not a technology problem at all, um, or, or a very small part of it is technology. Um, there’s, um, you know, and, and I would say that, um, we, we often as a consulting practice, um, get brought into. Uh, organizations that have had a system for a very long time or they may have had an implementation that didn’t go very well, and when we look at the system itself, um, it, it’s almost, it is a reflection of the organization as well. It’s, it’s like we could see what your operational model is just by looking at your system. If it’s, if it’s very siloed and the data is very, you know, walled off, well, you know, it, it’s probably how you operate as an organization. Um, you know, every, everybody kind of doing their own things without a whole lot of synergy or a whole lot of, uh, ways to, to, um, work with each other towards a shared goal. Um, if data is, um, not really, really maintained very well, there’s not a lot of good data integrity, well, that probably reflects about, you know, how, how much or how little you value your data. Um, there’s so much that we can learn, you know, by seeing how the systems are and, and to your point. It takes that introspection and um it is much easier to just build and to be fair because then we can jump into a we can jump into it now we’ve got these 18 month project and just take a life of its own and we can ignore we can ignore we can ignore it the issue, the human issues and the culture issues that that we’re suffering through. Yes, and, and if I can, you know, if I’m being truly honest here, um, I will be honest it’s a safe space here. Um, we, uh, vendors, product vendors and consultants, uh, like myself, we don’t, we don’t necessarily make it easier, you know, we, we’re also like, oh, you know, if you’re not jumping on AI right now, you’re behind, or, uh, you know, if you’re not taking advantage of the latest product, oh gosh, where are you, you know, so I think, you know, we, we play a role in some of that as well, um, and so I really, uh, respect those organizations and, and especially those leaders within those organizations. who have that introspection and humility to say, you know what, before we jump into this, um, we need to make sure, uh, we’re aligned and, you know, our data is right and we’re, uh, you know, we have, uh, similar ideas in terms of strategy. We’ve cleaned up some of our processes. Otherwise what we’re doing is we’re spending those 18 months building something that ultimately won’t be used, um, and really, uh, hurts the bottom line of the organization and the impact they’re trying to deliver. How do you help clients? Make the pivot from we need the we need the tech solution to. We need to look introspectively at our, our human factors. Good question. And it honestly it doesn’t take much, um, you know, I, I, one thing I, I tried to insist on in our projects and try to build it into the, into the budgets is at, at bare minimum of, of what I call a visioning session where if nothing else we get leaders, managers, some, uh, you know, folks who are using the system in the front line. Get them together and be able to have a simple conversation about what exactly are the goals. Who are you as an organization? What are you trying to accomplish? What are those metrics that, that can tell you that you have or have not accomplished it? Um, what’s your vision of how a CRM system or your technology is going to help you achieve those things? Really just these 5 or 6 questions, um. I will get a good uh idea of how uh aligned they are and then you know when you ask those questions and everybody in the room has a different answer, that’s when they realize oh OK we’re not ready to jump right in um there are cases where everybody is aligned OK well then we can we can move a little bit faster and start talking about requirements and design, um, but I would say majority of the time with nonprofits, you know, trying to juggle as much as they have to in, in very unprecedented times. Um, it is, uh, it’s really, uh, that, that, that sort of initial conversation, um, is usually what makes folks realize, oh, we really need to step back and do this right. I’m wondering, has this cost you clients where, where, you know, they, they realize they’re not ready for the kinds of solutions and the kind of work that you bring? Um, it, it, it, it did early on, it did early on, early on I would say, you know, that they would come to us and say, hey, you know, we were referred to you, or, you know, can you implement this, and, and, and I like to step back. OK, well, we’ll find somebody else then. Um, oftentimes I’ll, I’ll actually refer them to somebody else. Like I, I, I don’t want to, I’m not in the business of, of, uh, wasting nonprofits money, um, or, or setting them up for failure. So, um, there’s, uh, but I would say as, as I’ve gotten further in my career and, you know, um, have shared a little bit, you know, the success story. That we’ve had with this approach, it’s, it’s actually, you know, we’re starting to see some nonprofits, uh, uh, reach out to us for this. They, they know that they, they need someone and, and they also don’t necessarily wanna bring in a different strategy consultant because they don’t want to have someone who is so disconnected from the technology, um, so they like to have someone who understands the technology, understands the technology roadmap, but doesn’t start there. Um, so I would say it’s, it’s actually, um, it, you know, at the beginning, it, it was tough at first trying to, to convince folks that this is the right way, but now folks are looking for it. Yeah, you and I have talked in the past about inclusive design. Let, let’s talk some about the, again, remind folks the, the value of that and, and how that plays into the, the human factors that are going to influence our, our CRM success. Absolutely, thank, thank you for asking. It’s, it’s not a question I get asked enough, so I appreciate that. We’ve talked at length about it. Yeah, well, I appreciate it. You, you always make sure that we include this as part of it, as part of the conversation. I, I love that, um. It’s, uh, uh, it’s, it’s definitely one of the factors, one of the 5 factors that I’m gonna be speaking about today later on, um, yeah, it’s, it’s, it’s really just asking ourselves, uh, when we build systems, uh, as I mentioned, it is a reflection of the organization, it is a reflection of the organization’s values, so we have to ask ourselves who, who, who is at the table making these decisions about how the system is gonna be built, um, and who is not at the table, um, if and who is not at the table, you know, what can we do to get some form of representation to make sure that their voice is heard. Um, oftentimes I’ll go into an organization and, you know, IT will, will, will be sitting with me and say, OK, let’s get into requirements and design, and that’s why I always, you know, say, OK, well, we can, we can talk about this, but ultimately we’re gonna need to talk with the folks who are gonna be using the system day in and day out. Um, or some organizations even a step better, say, OK, well, you know, here’s our super users, and I’ll, and I’ll say, great, you know, I’m happy to talk to the super users who love, you know, the technology, who love CRM. I also wanna talk to people who hate, who hate it, who are uncomfortable with it, who are reluctant, who are resistant, even. We wanna talk to everybody. We wanna talk to people of different demographic, different lived experience, the, the, the more, the more, uh, perspectives we can get. Um, it is gonna help us build a system that’s really designed for everyone, um, so, so I, I, I do believe that and I think also we’re in a time now where, um, we have to be mindful about the data that we capture, um. You know, we, uh, only maybe 10 years ago everyone was talking about big data and collecting as much data as possible so we can do all kinds of, uh, analysis and such and, and patterns and visualizations, um, where I think the nonprofit community is being a little bit more intentional, needs to be more thoughtful about the data that we capture and the data that we decide, hey, this is not, not good or not safe to, to keep in our system. Um, so, you know, these perspectives don’t really come up unless there’s people in the room who are thinking about it, um, so that’s where the inclusive design part comes in, uh, is really making sure we have, uh, as many perspectives at the table, so we have a system that’s really designed for everyone, and we’re being mindful and intentional that, you know, in the data that we capture, the processes that we build, that we’re really. Keeping our communities in mind that we’re serving and and not potentially creating harm, you, uh, you alluded to the principles. I think you’ve got 5 principles of, of, uh, for successful CRM implementation. What can you just tick off those 5, um, clarity of purposes, as I mentioned, the inclusive design is another governance is a 3rd. Um, uh, leadership and leadership growth in the process is, is, is a 4th, um, and the 5th, uh, is, uh, uh, the, the human factors, uh, sorry, the, the emotional, social, emotional aspects of, of moving to a new system, and that’s where I’ll speak a little bit towards, you know, really just understanding that for some folks, uh, moving to a new system, it’s, it’s more than just. Just a technology change, it is really changing your way of life, especially for, you know, I, I work with gift processors who’ve been doing, you know, this, this, this job, um, where they really ensure every gift is, is, uh, entered and processed and coded correctly. Some of these folks have been doing this for 1015 years, um, and it could be a thankless job, and, um, you know, everybody wants them to move quicker, move faster. Um, and, and so I, I, you know, spending time with folks, um, in those roles have just made me realize that this is more than just a software change. Um, it’s really their livelihood, it’s their, it’s the way they do their work, it’s, it’s what they feel comfortable with every, every day, so we have to be thoughtful and intentional in the way that we, um, bring change in those situations. How about the governance role? What, what’s the, what. You’re you’re thinking there, yeah, on the governance side, um, it’s, it’s sometimes one of the hardest things to, to get, uh, folks on board for, but it’s to me it’s one of the most critical things. It’s, uh, you know, when we, when we roll out a new system, it is, it is, we try to make it as perfect as possible, but it’s only good for that moment in time. Um, organizations will evolve. They will change. Their needs will change. New programs come, new programs go. The, the, the social political climate changes, um, and the system needs to evolve with it. And that’s one of the things that I’ve seen when we, when we see how CRM or why CRM systems failed. In my opinion, this is one of the biggest reasons, um, because the, there’s no structure in place to ensure that the system is evolving along with the, uh, with the organization. So when I say governance, I’m talking specifically about a committee, a council, call it what you want, of a cross-functional group of uh folks across the organization, some leadership, some frontline staffs, everything in between. Um, making sure every department is, uh, or business unit is represented in this council, and they’re actually the ones who own the system. It’s not IT. It’s not consultants. It’s not any particular vendor. It is really this governance council that ultimately makes the decisions on, on what gets prioritized, how the system will evolve, what integrations are in place. Um, they don’t have to be technical, you know, that’s where. You know, consultants or IT come in to help implement and execute, but the ultimate decisions are really made by this, uh, governance committee in itself, and I could see how that would bleed into leadership, another one of your five principles you need leadership to create this governance council to make it real and not a, you know, a facade, right, right? And you’re saying and that yeah, and, and the buy-in that the governance council owns the. Owns the system. IT is a support absolute IT is support. So but leadership. I was, I was encouraging you to talk something about the leadership role. Yeah, absolutely, and I think that, um, and, and it’s critical because, uh, we work with some organizations right now who’ve who’ve taken our advice. They’ve created this data governance council, but it’s tough because let’s take an example, um, you know, how do we track certain demographic fields in the system? It might seem like a very simple thing of how do we track race, ethnicity, gender. Um, in, in, in these types of factors, uh, there’s actually a lot of discussion and debate when it comes to these things, you know, how do we wanna break things down, how do we wanna track it? Should we track it, um, and there can be lots of, um, differing opinions here, but this is where leadership then comes in and says, OK, I’ve, we’ve listened to everything, and, and they help, can help facilitate and manage the discussion. Um, there’s also, uh, another topic that comes up in these governance councils is also permissions and security. Um, especially for organizations that are, that are a bit siloed or are used to having their own shadow systems or their own way of doing things, you get everybody together, but now everyone wants everything walled off. I don’t want anybody to see my data. This is where leadership can come in and say, look, these are the advantages of, you know, transparency. This is what the advantages are of, of having some shared data. It can bring synergies that you can, we can refer from program to program. Um, so you know there’s going when we get these governance councils in place, um, there’s going to be debate, there’s gonna be discussion, there could be very heated discussions, but this is where leadership can really grow into, uh, they can either, you know, avoid it and say, hey, you’ve all figured out yourself, or they can lean into it and, um, help facilitate decisions. That can help the organization long term so leadership growth um or that leadership role is is critical to making the data governance work. Say a little more about the the growth and the the evolution really of the system you’re saying as the as the institution changes the the system has to change with it. Uh, is that, is that just like a, a technology maintenance plan, or, but rather, I’ll tell you what, rather than me guessing what it might be, why don’t you just tell us what, what it actually is? Yeah, yeah, sure, um, no, no, all good, um, so an example of specifically around data governance is, um, I sometimes work with organizations, uh, and we start looking at their data of, you know, OK, well, let’s say for what we need to, what we need to move to a, to a new system. Um, they wanna migrate to a newer platform and such, and I find all these data points that are there that have been there for maybe 1020 years, and then you start asking around and nobody can really explain what it’s for, um, nobody can explain the, the root of it, the origin of it, and it’s just things that have been added over time. Um, in, in the most basic form ways, it, it, it clutters the system. It adds to the technical debt. It clutters the layouts that makes it hard and, and, and to use, and, um, oftentimes that stale data, um, it, it sort of takes away from the confidence people have in the system. So they’re like, OK, yeah, I don’t know if this data is accurate. I’m not going to use it. Uh, in fact, I have this spreadsheet that I keep, and I know that’s accurate. A death knell to CRM success exactly antithetical to CRM, uh, yeah, and then if we, if we tie it back into the inclusion conversation, um, you know, sometimes I’m, I’m working with a nonprofit that works with, uh, housing, for example, and then I start looking at all these questions that they ask in their questionnaire questionnaires, and it has to do with criminal history. It has to do with substance abuse history. It has to do with all these things, and I, I start, I have to ask these questions. Why are you tracking all this? What is it is. It, is it required? Is it, and then some of the answers I get back is, oh no, no, no, this was from a grant report that somebody asked for 10 years ago or, um, a leader who was trying to do a report and they asked us to capture this, but nobody’s actually using it right now, um, and now if we think about, you know, big data, data analysis, we talk about AI, um, you know, my fear is, uh, that this, this data gets in the hands of the wrong folks and it can actually harm the communities that, that, that they’re trying to serve, so. Um, so I think that those are just a couple of examples of where, you know, systems need to evolve with the organization and then of course there’s the more operational stuff, new programs, different data points that we wanna collect, different drop downs that we wanna collect, um, and just making sure that the system evolves. The moment, the moment the system doesn’t catch up with it and it becomes too hard to make changes, um, that’s where you’re gonna see the shadow systems and the spreadsheets coming back into play. Share something else that uh you’re gonna talk about in your session today that that we haven’t talked about or or go into, go into more detail on something you think we haven’t covered sufficient. Yeah, I think, um, yeah, the part that I’m most excited about is, is really just talking about how, how the, the, how the CRM is really that operational model. I don’t, I don’t think folks really see that enough, um, you know, I am gonna ask folks like what, what are the, you know, key reasons that they see CRM systems going sideways or implementations going, you know, getting derailed. Um, so I’m excited to hear what the feedback is, but I know when I’ve done these presentations before, it rarely has to do with the technology, and so, um, you know, so, so I think that we haven’t talked about things like change management. Of, of course that’s definitely a key component of it, um, but yeah, I’m really most excited about just kind of talking about the operational model, and, uh, you know, when I, um, Had, I did a similar presentation last year and I spoke a little bit about one of the, one of my five factors back then or last just last year was, um, make sure you start every project with a project charter and uh I don’t know if I feel strongly about that this year. I say the project chart is important, but you know I, I, I would start with a theory of change like that that I think is more important, um. The, the, the project charter could is still a good data element to capture um on how you’re gonna run the project, but I think it’s a project charter, charter, yeah, yeah, of like, you know, what are we trying to accomplish in this project, who are the people, who are the roles, um, how do we make decisions, it’s important, but I think even more important and what I’m gonna emphasize this time is, is the strategy part of it. You know, who are you as an organization? What is your theory of change? How do you intend to achieve the change that you’re trying to create in the world? Let’s start there. Let’s start there and then, uh, we work backwards. We then we figure out the processes that will support that. We figure out the outputs that you wanna track to know that you’re successful. Now let’s start talking about the technology. The technology comes last, OK, yeah. Let’s, uh, so that’s the place to start. We’re gonna end, uh, we’re gonna end our conversation with that. Ruben, always a pleasure. Thank you. Thank you so much. My pleasure. Ruben Singh, CEO at 1/10 Consulting, where you know that you’re not gonna just be sold a system that, that, uh, will keep Ruben busy for 18 months, but, uh, you ultimately unsatisfied with your CRM that, that, that does not happen for 1/10 consulting clients. So pleasure, Ruben. Thank you. Thank you so much. It’s time for Tony’s take 2. Thank you, Kate. We’ve got tales from the gym, sourdough from Kim. I learned recently. Uh, one of my, uh, visits to the gym in the morning that, uh, the sourdough bread. Is still flowing from Kim to Robert. I know you know Robert Semper Fi, our, our, uh, PhD, our Harvard Kennedy School of Government PhD in, uh, global studies. Recently, new PhD and it was Kim who was giving him sourdough bread. We saw this happen once before, uh, and they had made it sound like it was gonna be an ongoing thing and it turns out that it is. I saw the exchange, she brings the loaf. Last time she went out to the car to get it. Uh, she was, she was, uh, this time she was better prepared. Oh no, you know what? Last time it was impromptu. She was just talking about the bread and he got a loaf, but then it’s continued. And this week I saw, I witnessed one of the exchanges firsthand. It’s amazing to see, to, to catch a glimpse of, of monumental, you know, milestones of in history like this. The sourdough loaf, exchange, the transfer. The gift of bread from Kim. To our new PhD Robert. So, it was a startling thing to witness. I’m, I’m glad that I was there at, at the moment. You just, you just never know when these things might, you know, might never, might, it might never happen again. You just, you just have to get lucky in life this way. I also learned that Kim is the choir director. Uh, here in town at the church. Now, my town has lots of churches, but I guess one is the church. If I had to guess, I would say it’s probably the, the biggest one, which is the Baptist Church. Uh, Emerald Isle Baptist Church. But I, that’s a guess. She’s, we just know that she’s the choir director at the church. If I ever get confirmation on, uh, on which church in Emerald Isle is the church. Of course I’ll share it in another Tales from the gym. And that is Tony’s take too. Kate. I think you need to get a loaf of this sourdough bread. Well, the first thing I would need to do is start talking to Kim. I guess you can’t just walk up and ask for a loaf. Yeah, no, I’d have to start, yeah, you know, and I wave or I say, I do say occasional good morning to Kim, but that’s it. That’s as far as it goes. So, first thing I would have to do is introduce myself. That’s a big step. You know, I like to, I like to get my stuff done in the gym. I’m there to work, not, uh, not chat up folks. Uh, oh, I got another tales from the gym. Oh, a, a, a, another chatty guy, chat, and this guy. Uh, it’s coming. It’s coming. There, there’s, there’s too much chatting. I got, well, again, I got a place to go. Well, I got a place to go back here in my home office. So I take care of my workouts in the morning. I gotta leave. I, I can’t be chatting between sets and It’s just, there’s no time. There’s no time. You know, um, these folks are all retired. We’ve got just about a butt load more time. Here is a conversation with the N10 CEO. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. You know that that’s the 2026 nonprofit Technology conference. You know that all these smart folks. Using technology or consulting in technology or thought leaders in technology, all for the social good, you know that we’re all gathered here in Detroit, Michigan. My guest now is Amy Sample Ward. They’re the CEO of N10. We are not at N10. We are at NTC, which is hosted by N10. It’s a little bugaboo that we share, uh, a little. Joke that we share. So we are hosted by N10. Amy is the CEO, of course, you also know that they’re the. Technology contributor to nonprofit radio. Amy Sample Ward, welcome back for, I don’t know, the 60th time, the 70th time to nonprofit radio. Thank you for having me. Thank you for, I forget the number, you’ve already told me 12 times of getting to do this at the NTC. It feels good to have it’s like it’s a core part of it now, you know. Thank you. You you actually planned for where. Nonprofit radio studio would be. Oh, absolutely. When we were on the site visit, we’re like we’re right here, this little beautiful view, sunny corner, everybody walking by, you get that like perfect podcast, ambient background noise of, of chatter and laughter. Yeah, no, we, we held this corner for you. Thank you very much. That’s what a lovely, what a lovely intro. That’s, that’s fabulous. Thank you. You can uh doff your little mic. OK. So we’re gathered here in Huntington Place, yes, which, which, uh, which is the convention center, but they don’t call it that. Exactly, thank you. I didn’t want to steal the headline, but yes, it is the Detroit Convention Center. Yes, we have thought, I, I, I’m quite curious how it came to be named that because. You know, like, what was the focus group room where they just tried and then everyone loves Huntington. Great. OK, well, let’s just call it Huntington Place, you know, um, I’m sure it’s maybe named after someone or mayor I, yes, the province leader of, yes, this is a trivia question. I, I can’t wait for a listener to email me like I can’t believe you didn’t know. Why is it Huntington Place? All right, but it is, and we’re gathered here. How many of us are gathered here in person? Well, because we’ve committed to continuing having both an in-person and a virtual, we don’t totally know how many people are in the building because you could just join virtually and not tell us. You can swap out at the last minute, totally, yep, so we’ve got, um, just about 1600 attendees in total. How many of them are in the room on any given day? I’m not sure, but you know, I, I don’t imagine that it’s 5, So it’s probably close to that number. OK, much higher than 5, right, much closer to 1600. OK, that’s right. Um, what’s, um, we’ve had, we’ve had a lot of chats, not surprisingly here at, uh, in the studio about artificial intelligence, of course. I imagine so. Let’s, let’s diverge from that. Oh, thank you for that gift. Share, share, uh, today’s keynote. I, I, I cannot. Uh, be in the key in the, in the comments for the keynotes because we’re setting up the studio because, uh, last minute stuff has to be done, ready for the 9 o’clock interview. So what was today’s, uh, keynote about? Sure, today was our, uh, the whole keynote was presented through our partnership with PIT UN, the Public Interest Technology University Network, um, which is part of CUNY no, no, oh, Pitt. OK, the pit lounge, we’re, we’re right here across from the pit lounge, yep, we sure are, um, CUNY, like many other universities, are part of that network, um, of the of the university network. That’s right. But so just to answer, I will come back to your question and I’m gonna take a meandering path, uh, to first say that because everything is horrible, everything is hard, um. Not everything, many things that we really tried this year to embrace the things that aren’t hard and horrible which are partnerships and collaboration and community and invited a number of other nonprofits who not just like in a. Talking point our mission aligned but like practically are part of what it means to advance intense’s mission of having equitable technology and an equitable world, Pit UN being one of them, spaces where they’re trying to make sure tech is built in community with community members. So we asked if they would come underneath the tent and and just have one big tent for this year and they of course said yes uh and we’re like we’ll do all the things we’ll sit right here we’ll bring all these people, you know, and one of the things they offered is how do we elevate these conversations should we partner on one of the main stage conversations and we said yes of course and how. We showcase what what it means to actually build technology in community. I think obviously that’s something I talk about you’ve talked about, you know, like that’s an idea, but how can we prove to this whole audience that it’s a real thing that people do every day. So this morning’s general session, Andrene Soli, the executive director of PI UN. Hosted a conversation with two practitioners from the Pitt UN Network where they talked about, yeah, literally this is a center at a university I run and we get all these students and all these community members and also these local government folks and these businesses and we built this whole advisory and then they decided what tech they wanted and then they built it together and then they have rolled it out and here’s how it’s sustained and really talked about like. Yeah, it’s not just possible, it’s, it’s happening, um, and, and kind of filled the morning with those possibilities. OK, cool, cool, cool. Um, so I, I’d like a little insider insider scoop or something like what is as we sit in this hallway with all these people, let’s get the secrets out. Yes, you’ll you’ll you’ll temper my question. No, what does the CEO of the host organization do with a 1600 person. 2.5 day conference. I see you, uh, you run back and forth. You, you have a radio in one hand. Lots of people have radios. All the team members have radios, but, uh, you know, I see you having conversations as you’re going up the escalator. You’re shouting down at the, you know, like asking this, yeah, but, but did the audience understand the nuances of the ethical considerations as you’re, as you’re gliding up this 10 minute answer is coming? Do they understand the ethical considerations as the as you. Um, no, so what, what, like, you know, what, what’s your, what’s your, what are your days like for the, not the lead in, but the live, the live 2.5 days. We started yesterday, today’s Thursday. Tomorrow we close Friday like around 2 o’clock or so, roughly. What do you do for these 2.5 days, you as the CEO of the host organization? It’s a great question, um. I think that my job is making sure that everyone is competent doing their jobs, so making sure everybody on the team knows if they’re. Signed up on it we have an internal staffing calendar for all the different roles to make sure people get breaks and get lunch and can walk away and not talk to anyone for a minute, you know, and so if they’re signed up for a shift and they’ve never done it before, do they know how to do it and they feel good and they don’t have to. Admit that like I’ve already checked in to say hey this is what’s gonna happen do you feel good you know you can ask me questions um and then the same thing goes to all of the partners anybody that’s here attendees too like. I want everyone, if you made it all the way here, even if you walked from a block away or you flew from 4000 miles away, that like. If you’re spending all of your precious energy to be here that you, you get out of it whatever you needed out of it, you know, and for some people that sessions, OK, let’s make sure the sessions are running, the AV team is there that, you know, those are gonna come off and you’re your best self, but also that attendees or partners, everybody felt like they’re leaving. Like satisfied and satiated and full and ready for a whole another year of hard work. So, A lot of my walking around or talking with folks is just like, do you have what you need? Do you not know where to go? Do you not know that, oh yeah, there’s already a room for that like here let me show you on the map where that room is, um, and then solving when people say no I don’t have what I need actually or I don’t know how to find that room, uh, and walking in there. So that’s my job. OK, so not, not so much putting out fires. That’s the, the, the team is empowered to deal with the if someone has a, has a purple lanyard and a radio, that means they can, so we have a, a pre-conference meeting with, with a representative of every vendor associated with the building and we say. You’re escalating it to me because I, I, I guess you believe that has to happen. Anyone on the team can say yes or no to a question and can authorize how we do this work. You, you pointed out last year that when you go to that, when you have that meeting with all the representatives of, I guess, housekeeping, uh, food, security, everything. AVIT. They’re accustomed to meeting one or two people on, on the host from the host organization. You bring the whole team. All of intent is in those meetings and they’re shocked. Like all these people, we can, we can deal with all these people. It’s right, and we ask every single one of them does an intro. Every single one of them shares what part of the conference they run. Yeah, alright, so you’re doing it differently. The food is excellent this year, as good as usual. We do really care. We want people to food. I know, yeah, I know, I mean. Uh, I, you have plus all the options. I mean, uh, there’s gluten-free, which I know is important for you, but it’s important for hundreds of people here, and there’s kosher and there’s vegan. The options have all been, it’s all been arranged. It’s not like we don’t halal, sodium-free, everything. Thank you for calling out a couple more that I that I didn’t think of, right, um. What’s the, what, what goes into the planning? Like, what’s the, what, let folks in on the. The two weeks before the first day here. What’s that, what’s that like for N10? Two weeks before, I mean, by that point we’re so down into the details of, OK, do we feel like this, you know, do we want an easel sign or a meter board sign at the bottom of that escalator? jargon jet. What’s a meter board sign? Oh, a meter board is like is literally those tall signs that that stand like 2 m tall, um, versus an easel sign which which goes on an easel, um, but yeah, we’re really down into the details within 2 weeks, you know. We have looked through all the bins and storage and we’re deciding that 2 weeks out is kind of when we do our final, you know, do we think that we need 3 more plastic sleeves that hold an 8.5 by 11 sign, you know, do we need more chocolate for community assistance desk, um, I think. Our biggest work starts a year out, you know, 2 weeks in it, you know, the train hasn’t just left the station, the train is like arriving the next and so our kind of our, our shipping. What about shipping? No, shipping is a month out. Shipping is already done. Yeah. 00, everything’s already on site here. Yeah, OK, OK, OK, um, but. We take, you know this, we talked about, you know, we have intense sleep day on Monday and then the following week is when we have our kind of multi-hour debrief and we start a debrief doc for the next conference. in 2 weeks because we don’t wait until it’s over to start, you know, um, because as soon as you’ve done something well now you know oh I shouldn’t have done it that way I’m gonna put it in the debrief, right? so we’ll go through everything. That we’ve put in there for the last year, make decisions. OK, do we just need to vent or is that actually something that we need to change, right? Or is that an idea for something to do differently and then we in that same document transition to here’s the build for next year. Speakers need a different form when they do their thing or badges need a different field in the, you know, right then and that feels in some ways like. A really big mental lift because you in order to make a lot of those decisions we’re like really playing in our mind OK what will that be like to build the registration, you know, checkout process or what will that be like to run a session in that room if we change the AV set and so it takes a lot out of everybody and it’s like hours of discussion. But then once we have that, we’re just referring to that document for a year, you know. It feels like there’s a catharsis to that too. I don’t have to keep this in my head, you know, it’s until we start the, the planning for the next one. That’s dump. It is a common refrain because it’s a year-round practice. Somebody will say, oh, I wish I had thought of put it in the debrief. We just, you know, star that document and everyone is just opening it all the time, all throughout the year, yep, put it in the debrief. OK, this is valuable institutional knowledge. Yes, yes, cumulative they are, they are coveted documents, you know, that’s cool. That’s cool. Um, are we, are we able to announce next year’s location? Yes, I should have looked up the dates. I know where it’s gonna be, but is it, it’s in Portland. Portland. It’s Portland, expected to be Portland and it’s in March. That’s OK. That’s OK. We’ll, we have plenty of nonprofit radio episodes between now and then. 50 50 to be exact. Between now and then, so there’ll be plenty of opportunities, but yes, next year’s is in Portland in March. That’s right. OK, because we, because you’re so egalitarian. Last year was Baltimore, East Coast. We’re Central Detroit. And West Coast is always Portland because so many staff live there and so Portland. Do we know two years out the location? We don’t. We don’t know that. Oh, you’re not bound. We’re not bound. You’re not bound. OK, well that’s good, right? Yes, flexibility because in years past, there were, there were binding contract COVID. Threw off the the cadence of how far out you could really book too. So I see. OK. OK, good. So Portland next year. Look forward to that. I already met someone from the AV Jen partners with us every year. Yeah, I didn’t know that. I, you know, she’s an all black and she’s got the logo on her shirt. Uh, you know, audio tape, whatever it says. And so I just pigeonholed her into, oh, they do the graphics and the recordings of, of all the of the sessions and the and the main room and the comments, etc. But no, she said she does the early walkthrough with you. They’re year round. Told me how you thought about this alcove for nonprofit radio and she’s, yeah, this is perfect. So yeah, so I’m gonna talk to her early for next year on how to get all my gear to Portland. This year, Amy, my wife and uh production assistant here, uh, lives in Indiana. Uh, where you went to college, um, so she drove, so I shipped a bunch of stuff to her because I fly. Last year Baltimore, North Carolina to Baltimore, I drove, so I drove the gear. This year I shipped the gear to Amy. She drove it up to Detroit. Next year nobody’s driving. No one’s driving all the way, neither North Carolina nor Indiana to Portland. So I would like to be able to get my gear there. It’s a real pain in the ass to bring it on a plane. I’ve done it. I’ve done it, but I’ve so many bags, gear bags, so Jen Jen is gonna. Partner with me. Jen’s gonna help you. She said talk to Hailey and Jen will have advice. Yeah, what were you gonna say? Well, you know that I do this to you regularly, but can I ask you a question, even though it’s your radio show? I think I know what you’re gonna ask, but yes, well, OK, it might be the one you, well, you might surprise me. Go ahead, of course you can. I was just gonna say it’s been 12 years of you being at the NTC and hosting. So many, I mean you do a really great job kind of curating if that doesn’t feel like a weird word, but you know selecting a real cross section of content across, I mean there’s, you know, 180 sessions or whatever and you’re not doing 180 interviews that would, you would be here for 2 weeks, you know. Ash’s with Ash’s help, I do, I do go through and select, but so I’m curious, you know, obviously 12 years ago people weren’t talking about AI and now a bunch of them are, but you know, separate from that kind of change, I’m curious any reflections that stick out to you of like. You know, I, I’m in the middle of the storm and, and you’re in the storm but not in the same spot of it that I am and I’m curious like if you can see shifts in those conversations or in those topics or in those, you know, like I’m curious what you see that’s maybe changed over those 12 years as an indicator of, of the larger sector conversation. Well, I’ve, I’ve, uh, complimented you on this before that you are a very much a macro and also micro thinker and I tend to be more tactical and so less of a macro thinker, so it’s a challenging question, but yeah, no, uh, so it’s not the one I was expecting. That’s OK, which is fine, which is absolutely fine. So I would say. You know, the way, the way now technology is mostly software, it’s not exclusively, it’s also human processes are, but I would say the way technology has evolved has changed the conversations. I mean, you know, 12 years ago, I don’t know, like I feel like 12 years ago we might have still been reading software manuals or app manuals, you know, but, but now software is so intuitive and. The user experience, I mean, I don’t, I don’t, I don’t know if 12 years ago we were talking about UX and UI. I don’t know if we were, they were very technical conversations. And, and yeah, but you know design is not just intentional but it’s just more common. I feel they’re part of that. Yes, you can feel more a part of it because the technology is more I guess human human focused, you know, it’s, it’s, it seems like it’s, it’s more common. They’re more common threads binding the technology than there than there were 1012 years ago, um, yeah, an app. Across multiple apps is a more common experience than it was 1012 years ago. The expectations are, are, are higher, I think software is certainly more sophisticated, um, but it’s, it’s, it’s more than just user friendly. It’s, there’s a more common understanding of what technology is now than I think there was 12 years ago, I think. Yeah, you would not have, you wouldn’t have looked at, well, what do, what do our competitors do? That we can improve upon presumably, but, but you know, where are they starting from versus, you know, now versus, you know, let’s start out of the box. So I’d say that I’d say that. I don’t know how to put that in 6 words, but I like that and and I think that’s all for the good and that’s all for the good of humans interacting with the technology um it’s for the good of the missions that we’re all here to promote through. Savvier use of technology, that’s all for the good, yeah, yeah. The question I thought you were gonna ask me, tell me what that is, uh, what’s a common theme this year? Oh, OK. I mean, you’re welcome to answer it if you had an answer AI, of course, which was, is more common this year than last year, but you know what I’m seeing within that niche. Much more. Conversation about the environmental impact. We’ve only got one floating in the sky. People are more concerned about it this year than they were last year. Last year, uh, ethical considerations and, and that certainly not that we’ve abandoned the ethics and the biases of using artificial intelligence, so more of like the social human impact when you say ethical, just clarifying because people maybe categorize environmental as the ethical, you know, ethical use of our resources versus ethical. Impact on humans that’s the bigger picture that you that you see. Yes, I’m seeing more of the physical environmental concerns. Water, electricity centers, yes, with massive data centers, and I think that’s because of the proliferation of them. It’s like even just in the last 12 months that conversation is coming up. If it’s not in your backyard, there’s a good chance it’s in your state. Right. We’re now talking about billions of gallons of water. Well, and, and it’s so complicated, right? Like there’s already great examples of communities doing like the real work of democracy, you know, like local communities working together, lifting up their voices and saying no, right, getting city council to not approve a, a data center contract or, or whatever it might be. However, and I think that’s great, you know me, I, we could go down that road deeply, but the thing I hear every time I, I want to celebrate one of those stories is, but then what about the community that didn’t have enough people. Like I’m gonna cry just thinking about it I know you know or know how to organize to know how to organize to organize they didn’t know what to do, hadn’t hadn’t built that social infrastructure as a rural or low resourced community. To get to make the city council do that same thing, these are the voiceless, right? or or the marginalized, right, and, and so I, multiple things are true at once. I’m so proud of communities saying we get to have a choice and our choice is no and that needs to be respected. And at the same time it is true that there are so many communities that don’t know or have access to the resources that would allow them also to get to do that, you know, so then it’s like well then we just completely keep repeating the same patterns of the places where jails are built. Right where data centers are built, where giant warehouses are built, are continue to be in the places that are gonna keep mostly impacting those same groups, you know. Yeah, yeah. And the physical impacts of all those things, as well as the environmental, just environmental meaning like just what what you you do you even have a neighborhood or you just live someplace. You don’t have a community, you don’t have a neighborhood, you just have a home or an apartment somewhere. Yeah, I know. I don’t know. They’re Amy Sample Ward. They’re a good friend. They’re, they’re our tech contributor. They’re the CEO of E10, um. I don’t know. They’re in our hotel. You’re, you’re in our hotel. Maybe we shouldn’t, I don’t know. Do you have a Friday night planned? Um, for the first time in my personal NTC history, so of every NTC I’ve worked as a staff person, but even as an, as an attendee before I worked at N10, um. I am leaving Friday night. I have like the last flight out because, um, Saturday, I was gonna say tomorrow but it’s not, it’s not Friday. So the, the, the next day, um, at 10:00 a.m. is my daughter’s ballet competition and I wanna, I don’t wanna miss it and I couldn’t and I couldn’t fly in time. You know, on a Saturday morning, so I had to take the last flight out late Friday night. Good parent. Good parent also they’re a parent. Also they’re a parent. Yes, and she’s very upset she didn’t get to come to the NTC this year and it’s like, well, next year for sure. Yes, of course, of course hugging her. Yes, yes, she will expect an interview. I’ll put her on mic. Why don’t you bring her with you? It’s, uh, it’s Amy and Oren next year. That’s on mic. Yeah. OK. Alright, alright. They’re Amy Sample Award, the CEO of N10. They are the host organization of the nonprofit technology conference. We’re at NTC. We’re not at N10. N10 is the host. Amy is the CEO. Thank you very much, my friend. Thank you for having me, my friend. pleasure. Thank you for having me. You’re, you always, you always plan on nonprofit radio. Thank you. 13, we’ll be there in Portland, whatever the dates are, we’ll be there in March in Portland next year. Yes. Next week, our 26 NTC coverage continues with responsible AI adoption and ethically using AI. 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 Martinetti. 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.
Our Esteemed Contributors kick off 2026 to share what they’re looking out for in the New Year. We talk about increased hesitation around AI adoption; mitigating the risks of political, legal and PR attacks; your board’s role in protecting your nonprofit; increased collaborations between nonprofits; data protection; overcoming fears; and, a lot more. They’re Amy Sample Ward, our tech contributor and CEO of NTEN, and Gene Takagi, our legal contributor and principal attorney at NEO, the Nonprofit and Exempt Organizations Law Group.
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And 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 hebdominal podcast. Happy New Year. We’ll have more to say about this. Coming up. Yes, excitement for next year. No, what am I saying? Excitement for this year. Well, it was next year when we’re recording, but it’s this year now. It’s this year, this year. Happy New Year for this year. And I’m glad you’re with us. You’d get slapped with a diagnosis you’d, you’d get slapped with a diagnosis of neoenophobia if you feared our New Year show. Here’s our not new. Well-seasoned associate producer, Kate, with what’s up this week. Hey Tony, happy New Year. Thank you. Would you call me well seasoned? Yeah. Got me. Here’s what’s up. 2026 outlook. Our esteemed contributors kick off 2026 to share what they’re looking out for in the new year. We talk about increased hesitation around AI adoption. Mitigating the risks of political, legal, and PR attacks, increased collaborations between nonprofits, data protection, overcoming fears, and a lot more. They are Amy Sample Ward, our tech contributor and CEO of N10, and Gene Takagi, our legal contributor and principal attorney at NEO, the nonprofit and exempt Organizations Law Group. On Tony’s take 2. I’m excited for 2026. Here is 2026 Outlook. It’s a genuine pleasure to welcome and say Happy New Year. To our two esteemed contributors to nonprofit radio. Amy Sample Ward is our technology contributor and the 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 Sample Ward. Gene Takagi is our legal contributor and principal of NEO, the nonprofit and exempt organization’s law group in San Francisco. He edits that wildly popular nonprofit law blog.com. The firm is at neolawgroup.com and he’s at GTAC, as he has been for many, many years. Happy New Year. Welcome, Amy. Welcome, Gene. Happy New Year. Happy New Year. I really appreciate. The level of enthusiasm that you bring, Tony, and I will feed off of it to have a, have a smile on my face as we have this, what is likely very intense conversation about, uh, intense, yes, intense, but, uh, valuable, uh, and valuable, not but intense and valuable and informative. Uh, all right, I’m, I’m happy to spread, uh, enthusiasm. I hope, I’m glad it’s infectious. All right. Um, so we’re, we’re talking about the outlooks. You know, what, what are we, uh, anticipating, paying great attention to? Uh, in this new year 2026. Uh, Jean, let’s start with you. Uh, you’re, you’re concerned about, uh, risks to nonprofits in terms of our, our, uh, political. People, uh, I almost say foes, but a lot of our foes, but not all are foes. Political folks, uh, legal attacks, uh, the, the, the community, the sector, we’re still as we were in 2025, um, at risk, you believe. Yeah, amidst all the rainbows, lollipops, and roses that we should all celebrate, um, yeah, there are, there are a few troubling aspects of 2025 that will probably linger through 2026 and beyond that we have to think about. So, you know, I think, you know, just to start us off, it’s good to sort of take the risks into different buckets a little bit. Um, and so, you know, there are the legal risks, of course, and those of. Long been in existence and people and organizations can manage around that, but there are political risks now and a lot of what is coming out from the federal administration and those that support the federal administration are politically driven risks that line up with with the administration’s agenda so there’s that bucket of risks. Then there’s the whole public relations risk uh as we are kind of in in this um. Very polarized society and there are people taking sides and and various ways of attacking not just organizations but individuals within organizations and so you’ve got all of these areas of risks to think about and. I, you know, I, I think the overall goal where I’m hoping to continue to see those, you know, raindrop rainbows and lollipops and roses is just to, to be calm and, and sort of just say, hey, we’re all mission driven organizations. We know the game, um, it’s a changed playing field over the last year, but we still know what our goals are. We still know what our mission is. We still know what we need to do, and we’re going to keep trying to do it because that’s what we always do. And um just to keep our eyes open on that, yes, the playing field has changed. We’ve got risks to to to think about, um, but let’s look to. You know, sources like Tony Martignetti nonprofit Radio, so we can help manage those risks and stay calm and stay focused and and on task. All right, so Amy, Jean is. Helping, you know, wants us to be grounded, like, you know, grounded in our mission. Yeah. Uh, are, are you, uh, are you on board with that? Absolutely on board, um. You know, in December, I had the privilege and opportunity to be at a couple different gatherings, one focused on cybersecurity, one focused on a regional gathering of, of nonprofits, so all across different mission areas and Two conversations from those spaces kind of carrying into our new year outlook here and, and maybe this idea of being grounded, is that I think there’s, when it feels like every single thing needs work and every single thing is hard, it’s so Easy to be overwhelmed and be like, OK, well, it’s not even worth doing anything on security unless we can do everything. And that’s just not the case, right? Being grounded in that same feeling of, as Gane said, like, we know what our work is, we know what our mission is, is bring that same attitude to all of these pieces of technology and data and security that might be on your list, might be things you know you need to work on is. Doing one of those things is better doing, doing none of those things. And just as much as you know your mission, and so you’re not going to get distracted by the politicization of every single one of our missions right now, you’re gonna stay focused. I think that’s the perfect framing for making these decisions around technology or security or data. You know your mission. And if your community, your constituents, your service recipients are not safe to receive those services from you, then you’re not able to meet your mission. So if you have to make a decision about, should we collect this data? Should we store it over here? Should we have a web form for this, you can go back to that frame and say, Would this form make our community members unsafe? If so, how do we get rid of the form, right? OK, our funder requires that we report the number of people in our services that are in the county, because the county is our funder, right? Great. You can collect if someone is in the county, you don’t have to store that check box or their home address in their profile in your database, right? That, that data can live in different places and that protects those community members. If you ever had A subpoena or a request for that data, right? So if you can come back to this, we do know our mission. We are not being distracted from it, and we are going to keep our people safe. It really is, I think, a strong Impractical for every single staff person, not just someone on a, on a technology team to make a choice about technology systems or, you know, how you’re implementing data. That’s one bit of grounding I wanted to offer. OK, let me, let, before you go to your next, that is, it’s, it’s very consistent with the last time you were on. Which was like, uh, I don’t know, September or October of last year. And, you know, you take one step at a time. It’s better to do one step than to do no step. It’s better to take one thing than, than ignore all three because they all seem so big. And, and what we’re really adding is, and I think this is also consistent with the last time we, the three of us were together, you know, it’s not only our mission that grounds us, but now we’re, you know, we’re, we’re, we’re more focused than, We were in 2024 on protecting those, uh, on our team, uh, those, those we’re helping, those getting our services. I mean, that, it’s not that we ignored that in the past, but it, it’s a, it’s a greater area of focus now, you know, protection around data, technology, security, protection of those folks is, is just more of a focus. So I, you know, it’s, it’s like you have this through line, you know, it’s still you’re consistent. Yes, totally. I appreciate you naming that. The other piece I wanted to carry forward from these recent conversations I had at, at these conferences are folks were, you know, I may be talking about data privacy and, and how vulnerable data is in our organizations. And folks said, OK, well, so what’s our, what, how do we change our policies for these next 3 years. And I just do not think that is the approach I would ever recommend. I think it is, how do you improve your policies forever? Why would you ever want to say that your data is knowingly more vulnerable, right? Um, and I also think that you’re going to have far less staff fidelity to Your policies if you present them as a temporarily changed policy and then we’re gonna change them back we’re like how am I going to remember? I’m just going to do the one I know, right? And then in 2029 we’re going to become what we’re less secure. We’re gonna, we’re going to go back to our less secure policies, right, because this is, I really think not a matter of. Who is in office in any level of office or anything in a beautiful, equitable world that I know we’re all here to build. I would want my data completely under my control, no matter where it is, right? So why would I say, well, until we get there, let’s go ahead and have these really bad data policies, right? No, let’s, let’s build those policies now and, and manage them, train staff around them, and build the confidence in our constituents that if you share data with us, Oh my gosh, like we are protecting it at all costs. We are making sure that program history or service recipient, you know, access is anonymized away from your address or or your demographics, right? Like we’re, we’re really protecting you if your data is with us. That should always be trust that you want to be building, right? So as people are, are Maybe building some of these data retention or or um data cleaning policies for the first time, or updating them because of these more urgent uh priorities, really don’t think of it as a, as a, we’re just gonna do this right now. Like this, this is building your policies towards the world you want them to be, and as strong and safe as they can be. Yeah, 100% on what Amy is saying, and, and I, I’ll just add that, you know, I, I neglected to talk about financial risks as well. And where it comes to Amy’s point is. The stuff that you need to do requires an investment, and this is at a time when a lot of nonprofits are very resource constrained. A lot of grants have been pulled. A lot of funders are deciding to get more conservative at this point where we hope that they would actually step up. But not everybody is. There are some like notable exceptions out there, uh, but, um, we need more funders and we need more advocacy for those funders as well. But in light of those resource cons you know, sort of constraints, nonprofits have to make really difficult decisions of saying, and, and I’ll just put it bluntly, we may not be able to. Give the same level of service and support to our beneficiaries now, but we need to do that so we can protect them in the future. We need to protect our mission. We need to protect our our team so we don’t lose everybody. We need to protect their safety and make them feel comfortable. We need to protect the whole infrastructure. And support system so we just don’t vanish, uh, which would hurt our beneficiaries much more. But those are difficult decisions because that may mean pulling back on some of the services you can give or not expanding or even contracting who you can help. So really tough decisions. I don’t want to make light of that at all, um, but these decisions have to be made, um, otherwise there are some really, really sort of. Um, bad places that the organization can go at the detriment of the mission, which is why the organization exists in the first place. I want to build on something that that Jean’s talking about here and connect back to, I think. Previous times when the three of us have talked together, you know, also talked about the board’s role in all of this. And I think this financial piece Jean’s bringing up often gets to be the front and center piece of board conversations, right? The finance, our fiscal, uh, fiduciary duty and, you know, making sure that the organization is financially stable or able to move forward. But in that same way, I think our duty of care as board members requires that not that board members are Taking action and logging into this database. Like, I don’t think board members need access to your technology systems, but board members should absolutely be asking, what is our data retention policy? I want to be sure I understand it as a board member and I understand the risk of our constituents based on what our data retention policy is. And I want to know that staff are implementing it and deleting records when they should be deleting them, right? I want to know that we have a staff cybersecurity plan that staff know what to do if You showed up to work and nobody could log into their email because your account had been taken over, right? Would staff know what to do? Again, board members don’t need to be doing anything in it. They don’t need to be deciding all these things. But if you are a board member, or if you’re a staff person who staffs the board, these Might feel like technology conversations, but the board should know them and should be able to say with confidence, they know what’s happening with data, with security in, in the organization systems, just the same way that maybe they, they really ask hard questions around financials. Financials or human resources, you know, do we have a non-discrimination policy, you know, how are we protecting, uh, preserving people’s workplace, you know, equity, etc. Yeah, yeah, it’s good. Thank you for reminding us of the board’s role, um. Gene, you, you, you, you talk to a lot of boards, Gene. What, what, what do you, uh, what are you hearing from, from those key volunteers? Well, I, I, I’m hearing, um. You know, quite a bit of concern in some cases, you know, fear about whether their organizations need to scrub their websites, whether they need to change their programs, whether they need to stand up and double down on their messaging, whether they can include things like DEI or abortion in their name or mission. Whether they need to change how they report things on their Form 990s. Um, so all sorts of things that that boards are considering right now, um, and just to add on Amy’s point and, and, um. All of those decisions are so important for the board, but getting back to the financial piece, what boards can do is say, yes, you know, the financial sort of um governance is part of our job, but we also need to think about how the financials are going to support. This other stuff that we do, it’s not just about supporting our beneficiaries for right now. It’s about are we setting up systems to protect our beneficiaries from things they may not even be thinking about, but all of their privacy data, like all of that. That takes an investment to have a data retention plan and and sort of implement it and enforce it. That takes some work, and that takes HR time so just making sure that the board is down with it, that maybe you can’t quite do things just the same way you have been and you can’t go back to Amy’s point, um, you’re going to do things moving forward. In a stronger, healthier way, but maybe you’re going to have to do less of that while the money, you know, situation has contracted. So those are the tough decisions that that a lot of organizations are facing, and some won’t make it. Some, some, you know, you know, with the collapse in funding in the political and legal environment right now, there are some organizations that definitely won’t make it. But how does their mission go on? How do they make, you know, take advantage of. Others to be able to continue to provide services for their beneficiaries even if the organization itself doesn’t exist. Those are things boards need to be thinking about if they are kind of in that zone of insolvency right now. They’ve got to really be thinking very strongly about protecting their beneficiaries and advancing their mission even beyond the organization. I, I have sort of a poignant story. That, uh, happened to me last month and, uh, we’re talking about boards and Gene mentioned, well, you both mentioned equity and, you know, Um, and I only told the story. Yeah, I can anonymize it. I only told the story to one person. I told it to my wife. That’s it. But I, I think it’s instructive and cause I, you know, I didn’t tell anybody else because I, it’s not. Uh, a story that like I’m looking for like self, you know, I’m trying to self-aggrandize or something, but. It was a client, I, I was at a client, I was away in another state. I traveled to a client board meeting to present about planned giving, and I went to a terrific, uh, social the night before the board meeting, met all the board members informally over drinks and apps, you know, it was lovely. Um, I did some training that afternoon, again, the day before the board meeting with the staff. It was fun. It was like 87 or 8 of us. It was fun and, you know, I try to have fun trainings. Um, And then the board meeting came the next day, 9 o’clock in the morning. And they went through a bunch of, uh, agenda items, votes, votes, all unanimous, all unanimous, you know, it was sort of pro forma votes. Uh, they were approved the, the, yeah, and some of the things that, that, you know, uh, uh, approve this transfer for a scholarship, etc. And then came the, and then came the, um, then came a. Uh, a bylaws vote. And um they have a, they had. A sentence in there. Bylaws that said that the, uh, it was either the board or the board, um, What’s it called with the recruiting, the, the recruiting, the recruiting committee. What, what’s the, uh, you know, the, yeah, no, but nominating committee. It was either the board or the, thank you, it was either the board or the nominating committee will make best efforts to ensure that the board, uh, is non non-discriminatory, uh, not is equitable, and, you know, they would make best efforts to. Have a, um, a diverse, have a diverse board, that’s the word, OK, have a diverse board in terms of, and then they mentioned a bunch of characteristics, you know, gender and, um, income and age and location and things like that. And the vote was to eliminate that sentence, that single sentence from their bylaws, because the, they believed it’s now contrary to federal law. I don’t know whether that’s true or not, but. That’s, that was the explanation. And I, I, I can, I, I’ll never forget seeing that sentence. I mean, it was, it was the bylaws page was projected on the, on the screen so everybody could see it. And there were two remote board members at the meeting, but you know, the vast majority of the board was in person. But it’s up on the screen and it’s highlighted in yellow and it’s struck through, strike-through font, you know, that sentence about ensuring diversity on the board. Highlighted in yellow and struck through. This was not pro forma and it did have a fair number of comments. Only one board member spoke in opposition to the To the, to the, to the, uh, motion. Um, and I couldn’t see that person. They were, they were one of the two that was, uh, virtual. So it passed. It passed unanimously. Even, even the board member who spoke in opposition, that person either, well, they might not have voted. Either they didn’t vote or they, they voted for the the motion. I hope they voted again, they, I hope they didn’t vote, but they didn’t vote against it because there were no no votes. So it passed as far as I could tell unanimously. And I was just, I was struck as they were having this conversation. I, like, my head was in my, my, my palms and I was, my heart was pounding. And I was, I was just thinking, you know, if this is, if this is what they’re gonna do, it’s going this way. And then it did happen and. I thought, you know, this is like, this is a, this is a horrific moment. If I don’t, if I don’t do so, if I don’t stand up, then I’m acquiescing in this vote. And um, I got up and I just quietly, I walked over to the person who was my primary contact at the, at the organization, and he was actually leading the meeting too, uh, as the, as the staff person leading the meeting. I mean, the, the board chair led the meeting, but he was the staff person sitting right next to them. And I just, I went over and I whispered, uh, you know, in light of this vote, I, I can’t work with you anymore, and I, I wish you the best, uh, uh, for your plan giving program, but, uh, I can’t be with you anymore. And I shook his hand and I, And then I quietly exited. I didn’t say anything to the whole room. There’s no ground speech, no grandiose thing. I just whispered this to him. I mean, it was obvious. I was the one person in the room standing up now after this vote had just passed. Um, and then I said the same thing to another person who I had worked closely with for the 5 or so months that we were working together. I said the same thing to that, that, that person, and then I just quietly walked out of the room. You know, so we, we. It’s, and I sent them, I owe them money. I sent them a refund check for the balance of the retainer that they had paid me, that, that I hadn’t earned. You know, so I, I just, you know, you, you cannot, I, I, you cannot be witness to this. I mean, uh, maybe I’m a hypocrite, but do I check every board’s, every nonprofit’s bylaws to look for an equity and diversity statement in their bylaws? No, I don’t do that. I don’t. I don’t. But when it was, it was right there smacking me in the face to vote. Uh, uh, so I, I couldn’t, you know, I just couldn’t continue and that was, that was it. So I don’t know, uh, what’s the value of the story? I, I think we, we have to take a stand, you know, make a stand. Again, maybe I’m a hypocrite because I don’t check this for all the clients that I work with. I don’t. But when you’re smacked in the face with the, the, the elimination of the, the diversity initiative on the board. You know, I just think, I mean, that was just a, it was too far. And so we all have our boundaries, we all have our lines. That this is not a prescription for anybody else’s, but if you feel that something is not right, I mean, you have to, you have to, in your quiet way or make loud way, you do it any way you want. Um, in your way. You have to, you have to object. Mhm. Yeah, I appreciate that story so much, Tony. I, I, I hope individual board members can kind of take that, uh, as an example. Uh, I’ll let you know that I’m not so put off with. The sentence and the bylaws, which is a rare one to see, um, very few organizations would have it, but as, as you said, when you vote to eliminate it. There’s like one of two reasons. One is fear, and I think that was probably misplaced fear because a statement of of exercising good faith and best efforts to have a diverse board, there’s nothing illegal about that. It’s the rhetoric that’s coming that’s scary and media misrepresentation is not. Maybe not intentional in some cases, but just summarizing more nuanced language that sometimes comes out of government agencies or even the executive orders that are summarized in simplistic ways that make it sound like everything. Like DEI related is illegal, but it’s not illegal, illegal diversity is for you and I talked about maybe Amy, you were with us, illegal diversity, but that doesn’t make all diversity illegal and certainly not that bylaws provision, but if it’s not fear, then it is throwing out perhaps what many believe to be a core value of the organization and that is a reason for somebody who’s very, you know. Tied to that value and I appreciate, you know, that, that you are, Tony, that, you know, well, I, I hope some board, you know, I hope some of the board, I mean, there was the one board member who spoke in opposition. You know, I, to me, uh, you know, I would resign that board. I would resign that seat. Or educate that board to understand that if it was fear based that it was misplaced fear like and get back and in touch with their values so that their values and mission driven, not just purely like the statement in our in our. Uh, our 990 mission statement controls everything that we do. It’s our values and the fundamental value that I think every charitable nonprofit has is to preserve the dignity of the individuals that they benefit and that work for them and you know preserve the dignity of everybody involved. We don’t just serve food in a in a. A trough and say you know this is the way we can maximize the amount of food that we can get out to people, that’s ridiculous. Dignity is at the core of every organization’s values that that I would believe in anyway and if you’re throwing that out, you know, I understand why a board member particularly should walk away from that. It’s time for Tony’s take 2. Thank you, Kate. I am indeed excited for 2026. 1st, it looks like we’re going to have a new sponsor coming shortly. Uh, could still fall through. You never know, you know, like the ink is not on the, the signature is not on the agreement, but it looks very promising. We’ll leave it at that. If they don’t come through, the show is canceled. No, of course, we continue without sponsorship, no sponsorship. I mean, uh, we’re grateful for sponsors, but without them, of course, the show continues. We haven’t had a sponsor all of 2025. Uh, ended, uh, the sponsorship there ended in like March or something. So February, March, so that was Donor Box. So, um, yeah, let’s see what happens. Looks promising. And I am publishing a book this year. September, September is gonna be the publication of my book. Here’s the title. Planned giving accelerated. Finally, someone wrote a cut through the shit, no nonsense, practical step by step guide to launch long-term legacy fundraising at your small to mid-size nonprofit. Simply in one week, and you start with bequests. The title may be longer than the book. That’s OK. You’re gonna be hearing more about this. It’s, uh, I, I think that’s a pretty self-explanatory title. If you were able to stay with it. You know, if you got distracted, it’s easy to get distracted in the middle of the title. You might not have heard the, been conscious of or, you know, actively been listening to the entire title, um, but you, you should have gleaned out of that. Like the title is so long, it needs a takeaway. Uh, the takeaway from the title is that, uh, it’s about launching planned giving at small and mid-size nonprofits. There you go. And I will, of course, be talking more about it. Again, September is the publication date. Uh, I’ll have some, some, um, Early release info for, for listeners, of course, um, discounts on, uh, advanced sales and stuff like that. So you’ll, you’ll be hearing about this through the year. So yeah, so I’m excited for 2026 for a potential new sponsor and a definite new planned giving book. And that’s Tony’s take too. Oh, and Happy New Year again. How come we, we can’t say it enough times because, uh, you know, because I’ll, this, this, this will offset all the holidays that I forget about until the following week. Uh, I forget, the associate producer doesn’t remind me, and, uh, they go unnamed until the following week, which is, is bad. So, multiple Happy New Year’s as, uh, offsetting to the late holidays that the late holiday. Announcements that will come undoubtedly throughout the year. Happy New Year. That is Tony’s take 2. Kate, Happy New Year to you too, Uncle Tony, but also congratulations on your new book, or about to be a new book. About to be 9 months, but it’s coming. Yeah, thank you. It’s, uh, it’s on its way. Thank you very much. Uh, and it was very good to see you over Christmas, you and the family in New Jersey. That was great fun, great fun for several days. Because I’m not a new associate producer, am I safe to assume that I will get a signed copy of this book? Uh, with your payment, yeah, absolutely. If I buy the book, you’ll sign it. Of course, I will. Yeah. It’ll be available for you as, uh, as it will for, uh, millions of others, uh, on Amazon and Barnes and Noble and wherever, wherever fine books are sold. OK, guys, I will be auctioning off a signed book by Tony Martignetti on my Facebook. What a, what an exploitative capitalist. You’re gonna, you’re gonna, I don’t know how much more that’s gonna be worth. Uh, it might actually detract from the value. Oh, because it’s tampered with having my, it’s tampered, right? It’s, it’s, it’s, it’s defaced. It’s, it’s defoliated. It’s spoiled. It’s jaded. It’s cashed. It’s spent. Those are all good words. I don’t know if they all quite fit the meaning, but it’s all close enough. All right. We’ve got Bu but loads more time. Here’s the rest of 2026 Outlook with Amy Sample Ward and Jean Takagi. I really appreciate, well, Tony, you sharing this story and, and taking action. I do want to absolve you of any obligatory guilt, as you’ve named, you know, well, I don’t go and check all these things. There’s no way in our human capacity. We only have so many Beyonce hours in the day, right? So like you, you, it is not reasonable to expect that you’ve had access to or the time to find information on every, every single organization that maybe you give advice to because you also just give advice to people even if they weren’t a paid client, you know, and so that that’s not a reasonable expectation for any of us. And as you said, When the opportunity to stand by your morals and values came up, you did stand by them, right? It’s not, OK, well, I guess you should have, that’s disqualified until you go back in your history and you double check every client you’ve ever had. That’s, that, that’s not reasonable, right? When the opportunity was there, you, you took action. And I appreciate Jean, you bringing up. Uh, values and Helping folks think about that, while also in that same sentence talking about fear because we, we know from both a nonprofit like marketing and advocacy perspective, but also a political advocacy perspective. Fear is so influential because people become immobilized and irrational when they have fear, right? And that’s why fear is the operating model of the last 12 months, because it, it’s so much easier to influence scared people, um, than it is thoughtful, powerful, calm people. Right? And so, if we can use Tony’s story to say that maybe there’s a conversation in your organization, whether it’s with your board or with your, your staff or both, and maybe, and hopefully it’s not the same as Tony’s story, and you’re thinking about, you know, eliminating a sentence like that or, or doing something similar. Whatever it is, I think part of Operating differently right now as it has been in 2025, but will continue in 2026, is not believing that anything is so urgent, you have to operate in fear. That you can take the 30 seconds to walk away from your machine. To take a deep breath and to say, OK, what, what’s actually important as I deal with this potentially phishing attack, or deal with this funder who’s just sent us another decline, or, you know, whatever type of fear-inducing scary message you’re getting or, or conversation you’re about to have. There is no reason you can’t take 10 seconds for that breath to ensure that you’re not operating in fear, because you’re just, you’re not going to serve your mission, you’re not going to serve yourself, you’re not going to serve your community, especially if all of us are operating in fear. The more of us who can take that breath before we make a choice, or take a vote, or make a proposal. that’s going to add up to a lot more calm, confident choices than irrational, scared choices, you know. And, and a big part of that is why the, that’s a big reason why the community needs to stand together. Because that will help, that helps reduce fear. But we know that we’re not alone, we’re not isolated. You know, uh, that everybody’s taking a breath before we come back to this decision. Yeah, and regardless of what your mission is, I mean, I wouldn’t care if it was, I’m not a big supporter of guns, but, but I wouldn’t care if it was the National Rifle Association. I would stand up for their right to exist as much as I did for the Corporation for Public Broadcasting, um, and, and Plan, and Planned Parenthood. Yeah, you know, I don’t care what the mission is. It’s, it’s, it’s, it’s the right to exist and, and the community is so much stronger when it is united, united. And, you know, I think we saw that in the, um, The whole GoFundMe chaos week in, it was October. Uh, the community came together, this beautiful diverse community came together and said, this is too far. You know, this is corporate greed. It’s, it’s overreaching. We don’t know where our data, who gets the data. We, we, we don’t like the fees. And, uh, uh, you know, it played for me, largely, and a lot of people played out on LinkedIn. That’s where I was posting about it and others were as well. And, and, and our big diverse community came together and spoke with one voice. And. They removed the pages or they de-accession the, you know, whether they, they did, they deactivated the pages, they didn’t remove them. The, the 1.4 million that GoFundMe created. So, you know, there was an, uh, an instance of the community coming together in a united voice saying this is wrong. And I would say it took too long for GoFundMe to react, but I wouldn’t say it was too little, too late. It was just too late. They actually did what we asked. They just did it several days later, but they did come around and, and I think that was a, that was a. Uh, a, a big, a big win. Uh, it was, it was something that the community should, should celebrate that we came together around that. Mhm. Yeah. And carry that energy through the rest of the year, you know, I really, I think from the start of 2025 to the end of 2025, there was such a notable and noticeable, and to me, very welcome, even if late. Uh, shift in the sector of saying, oh, we don’t maybe just want to click accept on every single one of these AI tools. Oh, maybe we don’t just want to enable every one of these AI products to suck up all of our data. Like, people actually really came around this year from, oh my gosh, adopted as quickly as possible, which had been carried over from 2024 into, hey, I want to read these terms before we actually use this tool. And I, I hope like that same momentum of If it’s, if it’s bad for you, it’s bad for all of us around GoFundMe, carries forward into folks collectively across the sector saying, hey, unless our data is actually private, which I can tell you, like, it’s not. We’re not using the tool and, and we use our voice, not just. Locally, but also through not having those accounts, right? Our adoption and participation in technology is actually more influential than any money we put at it because as a sector, there’s also lots of programs to give us free access, whatever, right? And so just not adopting some of these tools until they can meet the needs, like we said at the very beginning of this conversation of keeping our mission and our constituents safe and that data safe. I think We, we have nothing to lose in, in saying we demand that before we’re going to use these products. And Amy, clearly artificial intelligence is something to keep an eye on in 2026. It’s, it’s, it’s only accelerating. Uh, are you, are you seeing, so you’re, you’re, you’re seeing greater skepticism now than, than you were earlier in 20 early 2025-ish. Yeah, for sure, more skepticism and also. You know, not that it is or is not skepticism, but it’s just a separate kind of space where organizations are saying, you know, I, I want to know what’s going to happen before we do this. And I think that It isn’t worth adopting at all costs. Like, if we have a bunch of data on folks receiving You know, refugee status, services and and entry. It’s not worth the risk to say that our staff are going to use some AI tool to help them write messages to those people, right? Like, it’s not worth it. And how, and, and again, it’s not because I think there’s a lot of folks across the sector who would identify as a, as a quote unquote AI expert, and I don’t, I don’t believe there are any, but it’s not because people feel they have expertise at the technical level. I think it’s because there’s been enough education and kind of those calm, let’s take a breath and think about this moments where across the sector, folks are saying, Huh, I don’t think this is serving us. And I think there’s something in this that is gonna, we’re gonna have to be accountable, and these platforms are not, and that’s giving me some pause, you know, back to, to board and risk and all of those pieces that Gene’s already outlined. AI is really, I think, prompting folks to say, We just need to have a little bit more information because this is on us if we, if we put the data in there. That’s very gratifying to hear. I, I think that’s enormously healthy. Yeah. And, and, and it goes to what Gene was saying, you know, grounded in the mission. I mean, let’s take a pause and let’s make sure that we are focusing on what is important to us, and that includes in evaluating whether this Not so new, but, but very shiny object really, uh, suits us. Or, or, or does it not? And it’s decision making again from the leaders, not necessarily the board here, but from the leadership of the organization of this AI tool can make things a lot more convenient. You can do a lot with this AI tool, but on the other hand, Many of the leaders of the biggest AI companies now and like the head of the former head of NASDAQ has said AI is an existential threat to human existence that I didn’t, I didn’t hear that. OK, that has got to weigh in to say, well, maybe we need some guardrails here and if the nonprofit sector is not identifying those. The for-profit sector is probably not going to do that. So like this is like really key for organizations to start to think about convenience on one hand, existential threat on the other hand. Where do we stand on our values here? You know, how are our beneficiaries going to ultimately be helped by saving a few minutes each day by using AI tools where we’re just checking the box, agreeing to give up all of our privacy rights to it, and not even know what we’re doing. Um, so really important just to weave together some of the earlier points with this and not as a super scary alarm bell, but I do think that a number of organizations don’t realize that the amount of your data, content writ large are in systems. Held on servers owned by companies that don’t even have to disclose to you that they got a subpoena to turn over your data. And then you think about AI facilitating that extraction. Automatically and rapidly, you know, as far as us thinking about keeping our people safe and really protecting that data. It’s, it is. Kind of like a web and not just, you know, a, a circle that you’re that you’re operating in, because again, you’re thinking about that data in your database, but is your database stored through a vendor that Again, they have a policy, the government could just send the subpoena to them, and they don’t even have to disclose to you that they’re sharing the data out of it, right? So, really, if we’re doing resolutions, 2026 is maybe like truly read the user agreements on the tools that you have, so that you know to what degree you even can contain the data or the impact or or where it’s going. As we’re recording this as well, you know, news came out from the federal administration that there’s a plan to require tourists to give up their rights to their social media posts, to have them reviewed on entry for 5 years, and also have to give up all of the names and contact information of their relatives, including their children as a condition. To be able to enter into the country. Damn, I didn’t hear. I didn’t, I heard about the social media. I didn’t hear about you have to give up all your relatives, relatives part of the same to come visit here. So this is still planned. This is not, so it could be rhetoric and you know, the tourism industry certainly as the World Cup is coming, is certainly going to be alarmed by this. So maybe this is a case where the for-profit sector. We’ll push back on it, but can you think about how AI would be integrated in with such an order and what a nightmare scenario this would be? I don’t know if anybody’s watching Pluribus. Um, there’s this television series on right now where, um, It speaks a little bit to kind of like ultimate threats of where this could lead to, um, and again, not to, not to be an alarmist too much, um, but there are lessons to be learned, uh, from extreme situations and say, well, let’s not go down that road, let’s go down this more beautiful road instead. Damn, but That, uh, uh, it seems, it, it seems not infeasible, but, uh, it seems on such a scale like we have, we have, well, that’s why you have to use AI to do it and yeah, uh, we have tens of millions of visitors to this country, maybe it’s 100, I don’t know, tens of millions of visitors to this country each year. All those re all their relatives and that, that they give it, it’s encompassing everybody in the world. Tens of millions of people times we all have like 3 or 4 family members at least. Uh, we all have parents. Uh, I don’t know. Uh, OK. It seems like at a scale, it’s just, I don’t know, it sounds like Stephen Miller didn’t think through. That, uh, that initiative. I had heard about the social media part. I didn’t know about the relatives, giving up the relatives to come, to come visit for a, uh, uh, uh, go to a, A week in the Pacific Northwest with your family. See, I picked Oregon. I picked the Pacific Northwest. I didn’t say no, you go to New York City for a week. I didn’t even say go to San, I didn’t even say go to San Francisco for a week. Both of which are fine destinations, but I chose the Pacific Northwest. All right. Can I bring us back to data as I always do. Um, but something that I, I know Gene spoke of very briefly earlier, and I think is maybe prepared to speak on more, um, and that we did talk a little bit about when we, when the three of us previously met a couple of months ago, but Part of this contraction in the, in the sector, organizations losing funding or, or feeling unable to operate or being attacked and, and closing, you know, there’s all different reasons, but there are continuing to be organizations that, that close. And a piece of that from N10 side of things where we’re looking at the technology and the data is what it means for Program effectiveness, to know that these models did work, even though that organization is closed now. To know what data that organization had been seen in that county where they provided those services. And now that data is gone to, to again, say what was the level of need in our county before, right? And that’s not to say that I think You know, everybody should just sell or turn over or give away a bunch of data about people. But I do think that as organizations are thinking about dissolving or closing, or kind of letting go of their own independent organization and becoming a program of another organization or something that What to do with, with the data, not just constituent data, but like, your impact data, the proof that your programs were effective. All of those different pieces, I hope can be part of those planning scenarios so that we could say, OK, well, we’re closing and we work on housing in Clackamas County. There’s another housing organization. Again, we’re not turning over people’s names and addresses, but could we at least transition data that shows These types of programs have these types of effectiveness so that they continue the work and, and that we don’t lose on the knowledge that is ours as the community members in that county, that is our knowledge. That’s our data. And if an organization closes and deletes the, right, then it’s gone. And, and really thinking about that as a public good, that there can be places where we continue to hold that. Story of your work, but also the kind of impact evaluation program data anonymized and whatever, but I’m, I’m really seeing already the impacts of losing that information in communities. Yeah, that’s terrible. Uh, I mean, what a loss of, uh, of institutional knowledge and community. Yeah, you’re right. The data is of and for the community, right? How would we as community members advocate if we can’t point to the data that said these were services we used, you know. That’s where the boards need to come in as well. So if you let your sort of organization operate till its very last dollar and. There’s nothing left to sort of. Create that transition because there is a cost to this. You need people to help you sort the data, get it over, move it, transfer it, protect the private information. Like this all takes time. You can’t do this when you’re on your last week of operating funds, right? You have to make sure you’re paying your staff. You can’t tell them at the end of the day, oh, we ran out of money so we can’t pay you. And there are all sorts of additional problems that would happen there too, but Organizations at this time, there’s so many that that are kind of in this zone of insolvency right now that hard decisions need to be made. And so that’s kind of just another big thing. The other thing I wanted to get across really quick, Tony, is just because we started with risk mitigation. I think I threw us down different rabbit holes. But do the easy stuff. Make sure your filings are in on time, like document your board minutes, you know, um, your meeting minutes, um, make sure that you have them. If you’re doing stuff that you’re not quite sure could lead into issues, explain before anybody has audited you why you’re doing something for charitable purposes, why you’re doing this for your mission, so somebody’s not later accusing you of, yeah, you’re funding this illegal sort of demonstration and you’ve intentionally funded trespassing and all of these other violations. You know, if you have it in your file that goes, this is what we were funding. You know, a peaceful protest, that’s, you know, if you have those in your books, audits and things go by so much easier and it’s not a regulator going, you just made that up because we asked for it. No, it was already in your file. So just a quick few steps on risk mitigation. Yeah, that, that brings together all the, I mean, all the areas you talked about, uh, at the opening, Jean, you know, political, legal, financial, public relations. And they all, they all spin out of 11 of the, one of the four can lead to all four being, A, a crisis at the same time. You know, something political has legal implications, which gives you bad press and your donations stop, and there’s, there’s all 4, you know, all 4 implicated. Um Do you wanna, do you wanna talk, we have, we have some more time, Gene. Do you wanna, you wanna talk more about these, uh, you know, uh, collaborations on the positive end. Acquisitions maybe on the, on the other, on the opposite end and maybe mergers in the middle. You know, and, well, closing, closings would be at the, the, the closing like to your last dollar. That’s the, that’s the bad end of the spectrum, and then, and then it continues from there. I’m sorry, Amy, please, and I just wanted to add to your kind of Spectrum of scenarios that genes may be offering some insight to at N10, we continue to get phone calls from folks who aren’t necessarily identifying one of those scenarios. They don’t even know what scenario they would look at. And they’re, they’re calling because they’re like, we’ve been put on a list. What are we supposed to do? Like we didn’t, we didn’t do anything to get put on this list, but now we’re on this public list and I’ve of course given them the technology side advice, um, but I’m curious, again, yes, those scenarios Tony outlined, but also people that don’t even know if they’re facing one of those scenarios, because they’re really just coming to this as Well, now our organization is being targeted. We we’ve been put on a list. What are we supposed to do? Yeah, it’s, it’s great. It’s a great question, right? And there are all sorts of lists that are out there, but ultimately, you know, at the end of the day, there are probably only a few 100 organizations out of 1.9 million that are on some list that has got the attention of someone in power, so. Um, there are a few organizations out there that, that have the ear of, of congressional members, and, and they’re scary. It’s scary to be on those lists or on lists of, you know, letters coming off from Representative Hawley or, or, you know, some senator’s office. Like those lists are scary, um, but right now they’re mostly sort of. Will you give us this information request letters? They’re not even like you’ve done something wrong, we’re going to get you letters like the rhetoric that sometimes comes out of President Trump’s mouth about like you know we’re going to go after these organizations because they’ve done something illegal. There are actually laws and there’s a whole bunch of bureaucracy to be able to take you know a 501c3 status away and. Taking 501c3 status away does not freeze your funding or prevent you from operating. Um, so there are a lot of misconceptions out there. The freezing the funds and stopping you from operating are largely state level, you know, actions. Now there are a lot of states out there that may not be friendly if the federal government is pulling your 501c3 status away. But there are many other states where you probably won’t expect the same type of repercussions if it was a political, it’s clearly a political reason why they tried to take your 501c3 status away. And when I was speaking about the bureaucracy again, oftentimes when we speak about federal bureaucracy or The IRS is like such a headache. It takes forever to get anywhere. Now consider this with a huge loss of staff members and a lot of expert staff members and some portion of the remaining members who are a little bit resistant to what the federal priorities are and think about how dysfunctional that may end up being. So if you’re on a list, what is ultimately going to be the, you know, the outcome of that list for most organizations, nothing, right? For most organizations it goes nowhere. They’re going to try to scare you, they may ask for documents. You may not give them to them. Will they follow up on it? Sometimes they will, but they don’t have a lot of staff. Um, so like if you gave them 1000 pages of documents or even 100 pages of documents, the likelihood anybody reads them is like really small. What about their algorithms and stuff? Their systems are super antiquated, which is, again, reasons for criticism in the past, but like that, there’s some good side to that right now as well. If you’re, so, um, one thing is. We can’t live in complete fear. Some organizations may get targeted and may go down, but it’s not the vast majority of organizations that are worried about it that are actually going to go down. The ones that they’re going to target, probably a few big ones that have the wealth to fight back, and then just some random small ones. But the easiest ones to pick off are the ones that have low hanging fruit, and by that I mean they forgot to register in time, so Texas decided to take away their right to operate there because of that, all of the crowd funding platforms say, oh, you’ve been taken off from this state because you did not comply with their laws. You can’t use our platform in multi-state situations anymore. Other states could follow as well, so like don’t give them low hanging fruit like late filing. They’re probably not going to get you because you said DEI on your website or that’s part of your mission or abortion is in your mission. All of those things are legal, right? So what is illegal DEI? Well, employment discrimination is illegal DEI, so you can’t say I’m just going to hire a black person or I’m just going to hire a white person or an Asian person or whatever it be. You can’t say that. There are some private actions that we talked about before about making and enforcing contracts, the Fearless Fund situation, Tony, if you remember, kind of private. Funding and I think Ed Bloom has gone after someone else now. Ed Bloom funded the Harvard UNC Supreme Court affirmative action litigation that ended affirmative action in higher education and admissions. Yes, he is continuing to fund organizations that fund plaintiffs. They look for plaintiffs to sue. Not just nonprofits but for-profits or anybody that has any sort of affirmative action type program that uses a contract, so not using contractual language in those type of situations can really help, uh, but they don’t have the resources to suit everybody. So again, like if they’re. 100,000 organizations that that have these type of programs, yeah, maybe 5, maybe 10 get targeted. So are you going to stop pursuing your mission because of a 0.001 chance that like Ed Bloom’s gonna get a hold of it and. Probably not, and but you can take steps to avoid the risks. So, um, just sort of be on the look on the lookout. There are a lot of resources out there, and this is why collaborating with people and saying, hey, what good resources do you have out there? Like those things are really. Good just to say, oh, the National Council of Nonprofits, they’ve got some good resources, the Alliance for Justice, they got some good resources. There are, if you Google nonprofit legal defense, you’ll find a bunch of good resources and TED, fantastic resource, right? So there’s a lot of organizations out there that can help collaborate so you don’t feel like you’re by yourself trying to find every resource by yourself. Amy, I’ll give you the Give you all the, the final word because Gene, Gene opened us. So yeah, I just wanted to build on what Gene said and reinforce, you know, going to your state nonprofit association or the national council or You know, call the Boulder advocacy support line or, you know, and 10 groups. But one piece that I think you’ll find no matter where you turn, is that folks will say, you’re not alone. Hey, we have a whole community of folks just like you. And to your point at the beginning, Tony and, and Jeane too, like, All of us are probably scared, and if you’re not scared, you’re not paying attention or whatever, you’re right. But that we don’t need to be alone in figuring anything out. We are stronger, we’re calmer, we’re better, everything together. So don’t feel like, OK, I’m gonna find a resource and then I’m gonna keep it. If you find a resource, make sure you turn around and tell somebody else, right? So that we are constantly helping. In a networked community way, because that’s how the most number of our organizations will survive. That’s how the most number of our communities will continue to have access to our services. Like, No organization is alone in, in anything that you’re facing, and none of us can help you face it if you are, if you think you are alone, right? The Amy Sample Ward, our technology contributor, CEO of Inten. With them is Gene Takagi, our legal contributor and the principal of NEEO, the nonprofit and exempt Organizations Law Group. Thank you very much, Amy. Thank you very much, Jeane. Happy New Year. Happy 2026. Next week, be human and be yourself for best fundraising. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Happy New Year again. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. 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.
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.
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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.
Claire Meyerhoff, Kate Martignetti, Scott Stein, Gene Takagi & Amy Sample Ward: 750th Show!
It’s Nonprofit Radio’s 750th show and 15th Anniversary Jubilee. To celebrate, co-host Claire Meyerhoff shares her “Ode to Nonprofit Radio.” We have our associate producer, Kate Martignetti; 3 live songs from Scott Stein, including our theme “Cheap Red Wine;” and, our contributors Gene Takagi (law), and Amy Sample Ward (technology), are also on board. It’s fun and music and celebration! And gratitude.
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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 podon of your favorite hebdominal podcast. It’s July. It’s nonprofit radio. We’ve got the live music and that can only mean one thing. It’s our 750th show and 15th anniversary jubilee. Who was right. Here’s our associate producer, Kate, with what’s coming up for show number 750. Hey Tony, your co-host is Claire Meyerhoff. We’ve got much more live music from Scott Stein. Our contributors, Gene Takagi and Amy Sample Ward are here. Everyone is with us. Thank you very much, Kate. Claire Meyerhoff, how are you? So uh creative producer, nonprofit Radio, how are you doing? I’m, I’m doing just fine. I’m just in awe that once again, every year we come together, the same gang of six, and put on this fantastic show, and this one is number. Can it really be true? 750. True. That’s a huge number. $750. Like when you were a kid, if like someone was saving up to buy something that costs $750 that was, you know, a lot, a lot of money. If you went to the grocery store now and it came to $750 you’d be like, well, yeah, that kind of makes sense. So $750 really is a huge number and 15 years. Yeah, July of 2010. The show began as, as you counseled me, uh, because of the first two shows were the Tony Martignetti show. Uh, you counseled me that that was a mistake, that nobody’s gonna know what the hell that means. Uh, I was playing off, I was playing off one of my early influences, uh, I thought, well, that guy has a show named for him. So, but you, uh, you showed me the correct path, uh, you know, you gotta have nonprofit in there somewhere. And, uh, and I chose nonprofit radio and we’re gonna be talking a little about radio today, but, uh, yes, it was July 2010, it was 15 years ago. Well since I have because we, we knew each other before for a couple of years through the wonderful world of of plan giving, which we both are professionals and and we knew each other that way, and we had dinner in Cary, North Carolina at a steakhouse, and at that table you said to me, you know what, I want to do a radio show about nonprofits, and I was like, And this was before like podcasting was really commonplace or anything like that. And I was like, well, have you done a radio show before? No, no, no, but I, I know I’d be great at it. I’d love to do it. And I go, well, you know, there’s a lot to doing a radio show. Do you know about this? Do you know about that? Because my background for our audiences, I worked in, in, um, radio news for many, many, many years. I’ve worked at XM Satellite Radio, um, I’ve worked at, uh, I’ve worked for ABC Radio and WTOP in Washington DC, the all news station. And so I know a lot about production and putting things together and how radio really is something that you can kind of do it all by yourself, as opposed to television where you need all these other elements that come in like camera work and all that. So I said to Tony, I go, well, you know what, you know, I’ll I’ll help you with this. And you were like, oh, you know, that would be great. And we discussed the name and some other things and then I made for you. I thought what would be really helpful would be to make these kind of show sheets that when you’re pre-interviewing people, so maybe you can talk a little about that. What what’s I, I still use I still use your sheets for the show. Uh, Kate and I use them every single week. Yeah, so, you know, over the years I’ve adapted it, but it’s, uh, it’s based off of what you gave me for like show number 3 or something or whatever. So let, let’s, uh, let’s bring some other folks in. Sure. So I’d like to talk a little bit about, about our influences in radio because what Tony said to me, he said, I love, you know, Car Talk and I love these radio shows. They’re so important to me. So I’d like to talk a little bit about everyone else’s influence is in radio. My quick is I grew up. Around New York City, so we had a lot of radio. I listened to WNEW, you know, Scott Muni, Allison Steel the Night Bird on WNEW, and I just, I loved radio from, you know, when I was when I was a kid. So how about everybody else? Scott, what did you grow up with in the, in the Midwest? Yeah, I grew up in Akron, Ohio, and um the station that really was pivotal to me was WAPS 913, the Summit. Uh, which is a wonderful music station. They’re still around, still doing great stuff, uh, emphasis on independent music and local music and just stuff that wasn’t getting played anywhere else and really, um, it’s not a, not an overestimation to say that like it or an overstatement to say they it really helped shape my musical taste for years to come. Cool, very cool. Amy, yeah. What you got? Well, I did not grow up listening to the radio because my dad. love music and was always playing his own curated, you know, uh, playlist, um, record. Tim, Tim. That’s right, Tim, the one and only 10 sample, um. And so I associate radio with when I got a car and turned 16 and actually drove myself places and was like, What? You mean to tell me that there is music that is not blues? Oh, how interesting. Um. So I would listen to any radio station just for, you know, like that eyes opening, oh my gosh, there’s so much out there in the world experience. Um, yeah. That warms my heart as a as a radio girl that really, really warms my heart because the car, you know, the radio, the airwaves, traditional terrestrial radio is just the airwaves and they’re free. And basically, anyone could have a radio station and broadcast it and the FCC I grew up, you know, in, in the American classic situation for that like country roads, no other cars, windows down, just listening, you know. Love that so much. Gene, what do you have for us? So I’m like Amy and didn’t listen to a lot of music on the radio because I had mix tapes back then. And, um, that was my big thing. But if I was listening to the radio, it was often listening to like local sports teams and I grew up in Vancouver, British Columbia, so the Vancouver Canucks go Canucks, um, was a big thing for me and Seattle Supersonics back in the day, um, the NBA and bring back a, a Seattle NBA team. Wow, that’s, that’s, that’s really. That’s really amazing and you’re and you’re and you grew up in Canada, so everything had a C in front of it. Yeah, if there was a popular music station I listened to it was C Fun, which was now defunct, but um, yeah, that was the, the pop station back in the day. And did you listen to the games on and the sports on AM or FM? Oh, it was almost always on AM. I don’t think FM had sports back then. Right, right. That’s cool. Hey Kate, we know you’re younger than we are, but do you ever listen to the radio? Oh yeah, um, mostly, mostly in the car, but my mom loves the, um, like South Jersey classic rock stations. So that was constantly on wherever we went grocery shopping, to the beach, like that’s all I think we listened to. Do you remember the call call letters? what was what it was I don’t know. But I bet you do know every word to live on a prayer. 00, for sure. Scott started playing it, I could probably sing it. That’s Bon Jovi country. Right, South Jersey, Bon Jovi country and Bruce Springsteen, of course. Bruce Springsteen. So Tony, how about you? What are your, what are your earliest radio memories? Yeah, uh, rock and roll, 102.7 WNEW, uh, you mentioned Scott Muni and Alison Steele. Um, there were, there were others, um, Pat Saint John, classic, uh, classic rock DJ in New York City, um, Dennis Elsis, exactly right, yep, Dennis. He was what? Pete Pete, yeah, you, you, you were obviously listening as well. You remember them better than Pete had that twangy voice. Pete Forna. He wrote a radio in the television age, and I went into the city and because they had a signing at a bookstore. So he was there and, um, Dennis Elsus was there and I was going to Plattsburgh State at the time, and Dennis Els, Pete Foritel wrote in my book. And then Dennis Elsis wrote, Rock lives all over, even in Plattsburgh, he wrote. And do you know who I gave that book to for his collection? I gave it to Sam a few years ago when I visited his studio. I gave it to, uh, to Sam in New York. Our producer Sam Liebowitz. He has a really nice collection of like books about radio and music and and I thought that book would fit well in there. So I gifted that book to him and he cool. That’s very thoughtful, very thoughtful. And then later years, you know, you mentioned the the kind of influence on my On the, on the podcast, uh, Car Talk definitely on, on, uh, National Public Radio’s WNYC was station in that we got in, uh, New York and New Jersey, WNYC, the Car Talk guys, uh, you know, you can’t approach them, but they could, they certainly were an influence, you know, that I knew they had. Elements comedic elements that you could look forward to. Each show or or every couple of shows like Stump the Chumps and their credits, you know, the, the closing credits, their, their car driver was the, they had a, they had a, a, a Russian car driver, uh, pick up and drop off. So, you know, stuff like that, cornball, right, exactly, corn, but you could count on it every week, they were gonna credit pick up and drop off for being their chauffeur. Um, so things like that and then so elements of the, of the Car Talk show and then also another show on WNYC which was pure Talk, uh, Brian Lehrer. I don’t know if he’s still there, but uh he became nationally syndicated, I think. Yeah, Amy Amy and Scott, yes, you, you’ve, you’ve heard Brian Lehrer. He originates from WNYC. Um, he’s still there on WNYC. Awesome, awesome syndicated across the. Oh across which network? Public media. OK, yeah, well, Claire, I got the idea for the Tony Martignetti show from the Brian Lehrer Show, but Tony Martignetti is not quite widely, uh, and even in 2015, so even more so in 2015, what am I saying, in 2010, in 2010, 15 years ago, uh, not as widely known as Brian Lehrer, and so, you know, everybody knew him as a political junkie and He had a lot of political guests and uh that was mostly what he did as well as general news, but you have to reserve the Tony Martignetti show for just wherever you happen to be and the name of what chaos you are bringing to any scenario, you know. Just the Tony Martignetti Nonprofit radio is a podcast, you know. All right, thank you. Like when I go to, I could, I could, I could get everybody’s Tony Martignetti show. When I go to the nonprofit technology conference hosted by nonprofit podcast, but it’s put the word radio in it. You’d like that, you know, Tony Martignetti nonprofit radio, because why, Tony, it’s the sound of it. Well, radio was an influence for the show. And uh I, I have some nostalgia for radio and radio is a very personal medium, you know, like you’re saying, listening in the car, um, uh, it’s just, uh, radio, radio seems to be talking to me, you know, when I listen to radio, I feel like, I feel like the, the host, the DJ, they’re talking to me and that’s what I want, you know, I wanna be talking to. Our listeners, each of our listeners, and sort of channeling what interests them so that they’re a part of the conversation. As as as as as much as can be. So that was, those were my thoughts for around why. Well, and your instincts are correct because when I was in, you know, broadcast journalism school at American University and we were learning the basics, we learned that radio, uh, and television too is a one on one medium, like when you’re talking, when you. On the air, you’re just talking to one person. So you don’t say like you all out there in radio land, you just say you. So if you’re doing a news story about a traffic thing, you just say, you know, if you’re traveling on, you know, I-270, blah blah blah, you don’t say all you people out there on the road, thousands of people listening to me. It’s just you. And so, so it’s a very personal, personal medium. That those were the, those were the influences. I’m glad Brian Lehrer still has the Brian Lehrer show nationwide. Uh, he was, uh, when you, when you hear Brian, you’ll know he was, he was an early influence for this very show. And uh it’s time for uh. Live, live full live song number one. Scott Stein. You’re gonna play a song that, uh, that I asked you to play. Uh, you, the your album is uphill. We might get this on the video. There’s the album right there. It sits, it resides on my desk because I play it. Uh, the album is uphill, which sounds challenging, but you made the last song. It’s a good life. Yeah, it’s well it’s a I think it’s a challenging record. It was, it was reflective of a a fairly challenging time in my life and it was important to in the narrative of the record to be building towards something hopeful or something that that hints at something better to come. I know folks are gonna love the 3 songs you’re doing for us today, so let’s give an early shout and where can we buy your music? Oh, the best way to support me directly is actually at my band camp, uh, band camp sites that would be scottstein.bandcamp.com. You can order physical CDs or. Just downloads um that’s the the best way because there’s really no middleman other than the little bit that Bandcamp takes um um my music is also available in the iTunes store which is also if that’s your preferred method, that’s great, um, and it’s also on the streaming services Spotify, Apple Music, etc. etc. Everywhere fine music is is heard. Indeed. All right, thank you. Please, Scott. It’s a good life. All right. I got some inside information. Someone slipped me a copy of the master plan. I don’t understand. I’m always cynic skipping silver linings. the Oh The Busy As For very Did Oh Oh Oh, Scott, that’s just a beautiful song, beautiful song. Uh, don’t just stick to what you know, let it fly and watch it grow. I love that. I love that line, but the whole song, lovely, beautiful. Thank you. Thank you, Tony. Claire, it’s a good life. It is a good life, especially here on the 750th. Tony Martignetti nonprofit Radio broadcast. And you know, Tony had to learn what’s called audacity in order to produce his podcast. And I do, I have a podcast and I do it in garage band. And now with AI there’s a lot of tools. So Scott, I’d like to ask you, you know, you’re a musician and you’re in this world. How do you like, do you produce your own music and record it and how does that, how does that all go? Um, yes, in a way, uh, I always have a team around me of some sort. I, I play a number of instruments but not all of my instruments. Um, usually when I’m doing a recording, I mean, I, I don’t have my own studio, so I will go into somebody else’s studio and do the work. Um, I can do a little bit here at home, but most of it has to happen elsewhere, um, and I always have a producer. Excuse me, on the project. And in that case, their role is to be kind of the in charge of the project and to be an expert set of ears, you know, I always want somebody who can tell me, hey, that vocal line’s not working or hey, that’s really good do more of that, um, coming up with ideas for instruments, especially this last record where there’s a lot of. Um, a lot of textures, synthesizers, things that I don’t usually use, and I did that because I went to a specific, uh, producer, a friend of mine named Mark Marshall, because I knew he was somebody who could help me figure out what the sounds in my head were, um, and how to get them out and how to do it effectively and to bring his own experience and his own expertise into the room. You know, the role of a producer is so important and I work in the nonprofit space like Tony, and you know, we have conferences, right, and meetings and we do webinars and all that, and because my background is production, when I’m working on something, I bring that. Those skills, you know, to, to the event or the webinar or whatever. And a lot of times I’ll write, I’ll do like a rundown or a show sheet and the person will go like, wow, you know, I’ve never seen this. And I think the role of production is very like underrated in the. Nonprofit space, like when you put on an event or when you do something like how do you, how do you produce that and because there’s so many little pieces to it. And, and Amy, when it comes to the N10, I’m sure there’s a huge amount of production involved, involved in that. Can you tell us a little bit about that? Yeah, I mean, Tony will laugh like, like everything, there’s an N10 way that we do things versus maybe the standard way, but we don’t. We don’t have a staff person whose job title is the conference. We don’t have um a producer, you know, when you’re having a large in-person event, there’s um what they call a pre-con, which is meant to be like, you know, the incoming group, like somebody from, from N10 would go and represent us, and then there’s like the head of catering, the head of security, the head of AV that, you know, everybody sits there like behind a little Um, you know, name tent and kind of reports in before the doors open and, and all the work starts, um, and all 15 of us show up and they’re always like, So baffled and you know, they’re like looking for chairs and everybody’s like, no, it’s fine, I can stand, you know, they, and then when they like ask, OK, everybody go around, all 15 of us do an intro, you know, because everyone on the team produces the NTC and everybody has different pieces of it that they’re in charge of and You know, our like escalation is to the team. OK, if something’s not working, who who is available like on radio, right? Who’s available to meet in the staff office and solve this. Um, there’s not just one person who all that weight is on their shoulders and they have to decide everything, um, but really, you know, I think we say to the community, we’re, we’re always stronger together and we are always stronger together. So, so we do it as a team. Very collaborative. Yeah, totally. In your professional life, what kind of things do you present? Do you speak at, you know, conferences? Do you do webinars? Tell us a little bit about what, what you do, where the role of, of like producing it and putting it together and then presenting it come, come together. Yeah, that’s, um, I’m always dependent upon other organizations and other people to, to put it together. But yeah, I, I do a lot of webinars and, and speaking at conferences and, and things like that. And very, very, um, thankful for, for all of those people who can make it, uh, come together because I, I, I just talk and maybe show a few slides. So you do produce those slides perhaps you are putting together your slides with your with your key points. There, there you go, and I try to keep them heavily visual, which is really, really hard for a lawyer. Yeah, yeah, so, so on a, on a, what’s a typical topic you might speak on? What’s your specialty that everyone wants to hear Gene talk about? Well, I’ll say right now um it’s about nonprofit advocacy and you know during these challenging times um nonprofits do have a voice and they do have influence um and thanks to vehicles like Tony Martin. Nonprofit radio, uh, we get to to help encourage nonprofits to to learn what their uh sort of authority is because it’s usually a lot greater than they think it might be so that they can speak out um and hold, you know, hold the line uh when the line seems to be moving and pushing them back. That’s really interesting because these, these are kind of, you know, tumultuous tumultuous times. I was at the Carolina’s Plan Giving conference back in May and we had a whole panel about legal stuff and, and we had some really good speakers and the one thing that that I took away from it was that that there has become a um. Uh, you know, in our, in our society, there’s a lot of distrust now in, in, you know, government organizations, even nonprofits and things like that. There’s this sort of, you know, distrust that there used to be people trusted, you know, basically trusted the government and and trusted colleges and trusted nonprofits, but now there’s been like a, um, you know, an erosion, I think was the word that they used. And do you find that there’s kind of an erosion of of trust? These days, Jean? Yeah, I, I think in all areas there’s a little bit of erosion of trust and skepticism, uh, from the general public, but the nonprofit sector still, I believe, is leading as the most trusted area and that’s really something to hold on to, uh, as we can build bridges and then sort of take a stance in in what we’re doing so really, really just, um, counting on, on nonprofits if you will to to continue. To sort of advance human rights, civil rights, all of the things that nonprofit sectors of the nonprofit sectors traditionally done and so, um, I, I’m hopeful for, for better times and and more nonprofit voice out there. That’s a, that’s an excellent point and I think that nonprofits can use that in their messaging, um, you know, their public facing messaging about how, you know, trusted they are and they can show that in different ways by, you know, having a survey or or showing their, you know, um, their output like we did XYZ this year and and have photos of it and really show that that nonprofits are working and working for their, their mission and for their people and for their, for their donors. Yeah, and it’s not all of the regular things that people might be thinking of with ICE and with some civil liberties, but just things like AI and you know what happened with Open AI housed in a nonprofit? Is it going to be a for profit? It’s like there’s a lot of stuff out there where the nonprofit sector plays a critical role um and standing up for, for what the nonprofit sector is supposed to be, um, it is really important. But thanks for asking, Claire. So when you say AI is a nonprofit, I, I don’t even know. I mean, I use Chachi PT quite a bit it helps me, you know, figure things out and, and, you know, it’s like someone to talk to that’s a trusted person who does not have an ego. So I do use the Chat GPT for for work, but what do you mean AI is a nonprofit? Well, OpenAI, the creators of Chat GPT, it was started by Sam Altman and Elon Musk as a nonprofit organization and they housed much of the assets that still run Chat GPT, so. Um, the whole intellectual property owned by it, how Microsoft has come in with a lot of money, whether it was going to turn into a for-profit or it has turned into a for profit or is is shuttled, the assets were, were probably licensed back down into the for profit, although we don’t know all of the sort of the mechanics of it. Uh, but ultimately thanks to some nonprofit advocacy out there, uh, it’s going to be stay sort of this tied to this nonprofit organization and not just completely moved into a for-profit, and the nonprofit is supposed to maintain the ethics of the AI use, you know, whether it’s been successful or not, at least there is some regulation around how that AI can be used. So, uh, I’m thankful for that and the again the nonprofit advocacy. That kept that nonprofit in that game. And I think, you know, the, the, when my friends who don’t understand nonprofits that much and they go, well, aren’t nonprofits this or that? And I always say, well, you know, the number one thing about a nonprofit is it’s nonprofit. No one can make like a ton of, yes, you can pay your people big salaries or whatever, you can spend a lot of money on on things, but you don’t have shareholders and you can’t make a profit. So Gene, do you think that that’s an important element of AI staying as a nonprofit because it can be less. I don’t know, greedy. Yeah, I, I, I think that is part of the, the, the point is, is that it, it’s not just influenced by people who are self-interested in and, and, you know, self dealing to themselves and, and their buddies, um, but it also is like the attorney generals and the IRS saying hey you have to engage in primarily charitable activities it can’t be just purely commercial so let’s see whether you are actually engaging in charitable activities and. How how strict the regulators are and how much enforcement you can do when you’ve got limited resources, especially these days for the IRS, um, is, is another question, but, um, I’m again thankful that there is a nonprofit sector, uh, in the US. It’s not completely unique, but it it is something special that that the country needs to treasure and nonprofit radio right there as as we’re talking about, uh. Um, artificial intelligence is important to point out that it’s not all AI that is, uh, part of a nonprofit. We’re just talking about what Gene’s just talking about one company that the company, the, the nonprofit OpenAI, the one founded by Sam Altman. There are lots and lots of for-profit, uh, artificial intelligence, large language model, uh, uh. Entities, so is, you know, we’re we’re just talking about the, the open AI remaining nonprofit, which, which is very, which is promising so far, like as Gene is saying. Yeah, this is a great topic for our 750th Tony Martignetti nonprofit radio show. Tony, you’ve brought so many. Different experts onto your show. You’ve helped so many people over over 15 years. It’s just, it’s just truly truly amazing. It’s a labor of love, um, and now I get to do it each week, uh, with Kate. Um, so we’re talking about production, Kate. Well, what, uh, how do you feel, how do you feel about what we produce each week? Oh well, I always look forward to it because I get to come and meet with my uncle on Zoom and that’s always a lot of fun with my godfather, you know, I get to go bother him, um. It feels good to put something out each week, um, something that you’re obviously passionate about, and I’m starting to become passionate about it just by listening to it, to our show each week. Um, and it’s something that I can like now talk about with others and be like, hey, I’m doing this podcast with my uncle, and this is what we’re doing, and this is how we’re um helping people. No, I’m glad, I’m glad. Like you feel empowered and uh you’re spreading, spreading the word of the the value of nonprofits in our country. That’s awesome. I, I’m very glad to hear that. That’s awesome. What kind of skills have you picked up, Kate, since you’ve been doing this endeavor? Have you picked up any new skills? Well, on the more like production side, um, Tony has taught me how to use Audacity. Um, it’s not something that I personally use every day, but he was able to like teach me what he knows if I did ever want to produce something of my own, uh, vocally, so that’s pretty cool. Cause I had no clue how to do anything with like a mic. I didn’t know how to, I guess, edit my voice if I’m too loud or too soft, that kind of thing. Nice, it’s good. I’m glad, yeah, very glad. And uh in a couple of weeks, your family will be visiting and we’ll be doing the show side by side. From from my studio office every late August, yes, right. Scott, You’re gonna do another song for us. Um, I wanna remind folks you’re the best place to buy your music. It’s is it bandcamp.scottstein, did you say it’s the other way around. It’s stein.bandcamp.com. Thank you. OK, but you’re also of course on Apple, Spotify. Yes. Indeed this song intro song for us. It actually brings us back to an earlier conversation because I always tell people this is a song about what happens when like you begin by hearing your favorite song. Um, you maybe you hear it on the radio and then you hear it in a bar, and then as years pass, eventually you hear it at CVS. Yeah, so, uh, that’s, that’s what I’ll say and, and, you know, our, our, our coping mechanisms. This is, this is a newish song. Uh, it has not been recorded yet, so maybe at some point in the future it will be available commercially. And I assume my keyboard’s coming through. OK, yes. Yes, and your balance is, is very good. Yes. All right, here we go. The alarm goes off early in the morning and I roll on out of bed. Last night’s dream still running through my head. And and the day. I’m We live out on a quiet little street, on a quiet little block. Kind of Way you can leave the doors unlocked. And at the Hear the I Come I we didn’t have a kid. One Yeah First. When let’s turn I’m trying to long Yeah. Yeah. Oh No No, it’s almost And I And that’s Find Fantastic, Scott. Thank you. Driving too fast. Thank you. I’ll go a new direction, but I don’t know where, uh, I’ll find a new direction, but I don’t know where it goes. A lot of you, you see some brilliant lyrics. You do, you do some, you turn some very good phrases. Yes, outstanding. Thank you. Thank you. Scott, it was, uh, it was show number 158, uh, in 2013, September of 2013 when you first. Debuted Cheap Red wine, uh, as our as our theme song, so number 158 to 750, uh, I, I get inspiration from Cheap Red wine. I listen to it on my own time as well. Um, I just love it. I, I, I’m so glad that we got connected by the, your attorney friend and my attorney Joe Becker. Yeah, uh, and, and that the red wine is a part of nonprofit radio for so long. So thank you. Thank you. I’ll put a quick plug in. He’s going professionally now as JR Becker, author of a number of children’s books, which have done really well. So if, if you have kids, you’re looking for like thought provoking children’s, uh, excuse me, children’s books, like, yeah, his stuff is great. JR Becker, a humble you are throwing to somebody else. A lot of artists wouldn’t do that. Well, you got to have a network of people who support you, right? And, and it works when you better when you support in kind. I was very gracious. Thank you. Claire, Claire Meyerhoff, you joined your first show was show number 2. Single digits. Show number two was July 23rd of 2010, and we talked about 15. That’s amazing. We talked about storytelling and jargon. Yes, jargon jail. I developed jargon jail thanks to you. Yes, I still put folks in jargon jail. So that’s, uh, thank you very much. I love having you as a creative producer. Thank you. You’re welcome, Tony. Gene, you, you joined next, uh, you joined the show number 7, was your first show with us in August of 2010. So just a month later, uh, a month after we started show number 7, and that was the show when we had, uh, uh, um, Stephanie Strom was also on the show. She used to be, uh, she used to be the New York Times reporter, but Gene, you’ve been with us a long time. Thank you very much. It’s always been my pleasure and, and also to, to often be in jargon jail. No, well, I, I, you, you, you always skirt jargon jail cause you explain things. Amy, you joined, uh, you joined in, uh, show number 100. It was July of 2012. Yeah, the bar was high. It was like there’s live music. There’s all these other people like I guess this is the show every time. No, that was just because it was the 100th show. And, and, uh, that was my first time we announced that we had 1000 listeners. Now of course we have over 13,000 each week. But now Kate will get to experience what I got to experience in the early days of getting to sit next to each other at your microphones in the studio. Yeah, that’s right. That’s right. You can really cut Tony off on his jokes a lot faster than the Zoom does it, you know. Yeah, well, that’s not a good practice. We don’t want to do that. Uh, yes, we were both in New York City. You would, of course, we would come into Sam’s studio. We’d be side by side, and Kate joined. Kate joined in, uh, show number 645, which was June 2023. Uh, it started as something fun. I, I, I, uh, her family was visiting and I wanted to try it out because she has, she’s a trained professional and, uh, in voice and I just love the way it sounded so we’ve been with it since. That’s so sweet. Yeah, no, it’s a lot of fun. You came to me and you were like, well, I need to do my show. Do you wanna do the sponsors and kind of introduce people? And I was like, yeah, I’ll try. I was a little nervous. But then I ended up really enjoying it and you ended up enjoying it and now I’m here. Absolutely, yeah. So thanks to each of you, uh, it, it wouldn’t be. It wouldn’t be nonprofit radio without each of you, each of you, so thank you. And our listeners, I’m speaking to you, dear listener. Thank you. Thank you, thank you for your support, uh, um, talking right to you. Thank you for listening, thank you for being with us. It wouldn’t be nonprofit radio. Podcast, uh, you know, a podcast without listeners, uh, that’s called a diary. So we’re not a diary. We’re a podcast and I’m grateful that we have you as a listener with us. Thank you. But Tony, you need some gratitude also because In 15 years, I, uh, you know, I was not Claire or Jean, so, but came in at 100, so still somehow I’ve been here for 650 of these and you have changed. The show has evolved, you It’s hard to change. Humans are not good at change, and you have been open to change, to supporting the sector, to meeting people where they are, and I just want to give you some flowers. Thank you. Thanks very much, Amy. It, it, it’s, it’s, it’s a, it’s a, it’s an honor to do the show and to help our community. And so I’m, that’s why I’m grateful to each of you for helping us because we’re all contributing, we’re all helping the nonprofit community. We’re doing it through Tony Martignetti nonprofit Radio. Claire, you have a little ode to radio. I do, Tony, because I’ve just known you for so long and every year we talk about this anniversary show. Oh, what are we gonna do? And we’ve done skits, right? We’ve done like all kinds of crazy things, quizzes and skits over the years. So this year I thought I would just write you a little poem. So here is my ode, it’s on my. On my phone. Here is my ode to Tony Martignetti Nonprofit Radio. So many shows, thousands here. 13,000 people. 15th year. It’s a podcast to help nonprofit folks with shared expertise peppered with jokes, show after show, guest after guest, Tony features only the best. 15 years now, an epic feat. 750 shows, each one a treat. Because Tony strives for podcast perfection. All is moving in the right direction to host a podcast week after week takes commitment and time. It’s not for the meek. It’s for a guy like Tony who cares a great deal, cuts through the noise, keeps it real, hosting his show with zeal and zest, educating, pontificating, and all the rest. Well, this ode is now nearing its end, written by Claire, Tony’s longtime friend. So Tony, for you, I offer three cheers and for nonprofit radio, best wishes for the next 15 years. Thank you, Claire Zeal and zest. Thank you, Claire. That’s very sweet. I wrote, I wrote that last night while watching Boardwalk Empire, which I love. I sat there and came up with my little poem on my, on my iPhone, and you know, I was inspired all about this, you know, radio show because this happens to be the 40th anniversary of Live Aid, which was the huge contest, uh, concert at Wembley Stadium in in London to benefit, um, you know, the problems in Africa with, you know, starvation and the situation. And you know, Queen performed this massive 21 minute set that’s just epic that that people watch over and over again. And, you know, when when Freddie Mercury sings the Radio Gaga and and that and that song, it’s it’s really an ode to radio, which at the time. You know, radio was being threatened by this new MTV thing and and music videos and would radio die. And I can’t believe in 1983 that they wrote this song, especially these lyrics in it, you’ve had about radio, you’ve had your time, you’ve had your power, you’ve yet to have your finest hour. What did Queen mean by that? In 1982, the finest hour. But it possibly have been, I don’t know, looking into the future and being podcast. And all we hear is. There is Wow. Uh their, their own tribute to radio, absolutely right, yeah. I’m gonna cry. Someone still loves you. That’s all. Um, I’ve, I’ve heard that, uh, I’ve saw, I saw in a couple places that uh Lady Gaga is named for that song. Her, her love of that song, uh, is why she chose Lady Gaga. Um, so, oh, Claire, thank you again for the ode. Oh, I’m glad you like it, you know, I’m not much of a poet, and I know it, but I have written many a birthday, bridal shower, funeral. I’ve written lots of lots of poems for friends when they say I don’t know what I’m gonna say, I’ll say, well, you know, let’s write a little poem and I’ll I’ll come up with a little, just a little little poem like that little ode to my friend Tony. Who works so hard because people don’t realize the amount of work that goes into a podcast, to booking guests, to, you know, actually, you know, organizing the whole thing, writing it, you know, all the little things that go into it and for Tony, for you to do it week after week. 750 shows, 50 shows a year. And some people can manage like one podcast a month. They, you know, they do a podcast for a little while and it falls off. There was an article in the New York Times a few years ago that said like the average podcast, remember that, Tony, that the average podcast only lasted like so long and then it and then it fell off. Well, look, um, I, Michelle Obama’s podcast did not last. We had Bruce Springsteen and Barack Obama had a podcast together. They, yeah, and all, both of those podcasts, Michelle Obama was by herself, uh, Barack and Bruce had were co-hosts. Those two podcasts, uh, are, are survived by Tony Martignetti Nonprofit Radio. We started before them and we’re continuing and they’ve, uh, they’ve, they’ve tanked. You know, I, I’ve read about Prince Harry and Meghan Markle and how they, they got this great deal with Spotify, right, to do all these podcasts. But they could never really get it done. They just did like a little bit and I read that, you know, they would go into meetings and, and have these highfalutin ideas about like, oh, let’s interview like Putin and Trump together. Like that wouldn’t that be a great podcast? Well, yeah, that would be a great podcast. But do you like know these people, can you, can you book these guests? And your podcast failed, you know, as far as I know, and then Spotify just said, you know, see you, because it’s the content. Like, if you can’t make the content, it doesn’t matter who you are. If you can’t create that content, if you can’t show up week after week and get your guests to show up, because that’s, that’s a hard thing is to book the guests and get the time and, and, uh, put it all together. Well, that’s why radio was such an important influence for me because the shows I mentioned and, and just every, every radio show has to, has to produce some daily like the Brian Lehrer Show, uh, it was daily and still is, and, uh, Car Talk was weekly, but you know, the, you know, again, those early influences and every other, every other show I used to listen to, uh, on WNEW, you know, the hosts had to show up for their 4 hour block, right, every day. And I guess, you know, that’s the, that’s the inspiration that’s why it’s Tony Martignetti nonprofit. Radio 750 shows. Wow. And that’s 15 years. So in, in 15 more years, we’ll have what, 1500 shows in 15 years. How old will we be? Uh, we will. I’ll be 78. Oh my God, we can do that. We can do that. I’ll, I’ll, I’m gonna keep working until I become a dinosaur and nobody will hire me anymore. But that’s, that has nothing to do with nonprofit radio. The podcast will continue even after I’m a dinosaur. All right, um, the time has come for me to say thank you. Thanks very much for every, for you being with us for the 7 50th. I look forward to these every single year for a month in advance. Uh, we’ve been counting down on the show. Kate knows, uh, 334 weeks ago I started counting down every single show. It’s 2 weeks away, so. Uh, we’re here. So thank you. Thanks to each of you, and again, thank you to our listeners. Thank you for listening to Tony Martignetti Nonprofit Radio. We, we wouldn’t be a podcast without you. We, we’d be a diary. Scott, this beautiful song that I licensed, so, so glad, as I said, that, uh, uh, now, uh, JR JR Burton, is it Becker JR Becker brought us together, uh, cheap red wine. Uh, I, I love adding it to the beginning and end of each and every show, please. Well, thank you so much. I’m happy to do it and congratulations. 750, my goodness. So thank you. All right, here we go. just keep on talking I. romantic advice from a I’m looking for I’m a. Now promise Liver diamonds. They won’t tight to the kind of clothing that I wear. I. I’m I Does promises the people can kiss our asses. No a Oh Oh. 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 guy, and this glorious live music is by Scott Stein. Yeah. Thank you for that affirmation, Scotty. Oh bye. Be with us next week for nonprofit radio, big nonprofit ideas for the other 95%. Go out and be cool. Always so much better lives, Scott. Oh, thank you.
We launch our 25NTC coverage with the CEO of NTEN, which hosts the Nonprofit Technology Conference, sharing the numbers and the experience of this year’s Conference, earlier this month in Baltimore, Maryland. They’re Amy Sample Ward, and they’re also Nonprofit Radio’s technology contributor.
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And 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. We’re kicking off our 25 NTC coverage this week. These two segments are both from 25 NTC. It was a wonderful conference. I think the best. Uh, this was, I believe, the 11th year that I’ve hosted nonprofit radio, uh, in a studio at the nonprofit technology conference, and I think this was the best one. You’ll hear Amy and I talk about that. So excited, legitimately, you know, some people say, uh, I’m excited. No, I’m excited that we are launching, inaugurating, kicking off our 25 NTC coverage this week. Oh, I’m glad you’re with us. I’d suffer the effects of ramidenia if you pained me with the idea that you missed this week’s show. Here’s our associate producer Kate with what’s coming. Hey Tony, this week it’s 25 NTC. The CEO of N10, which hosts the nonprofit technology conference, shares the numbers and the experience of this year’s nonprofit technology conference last week in Baltimore, Maryland. They are Amy Sample Ward, and they are also nonprofit Radio’s technology contributor. Then the human factors driving your CRM success. Don’t blame your tech first when it feels like your CRM database is letting you down. Human beings, the tech users, have responsibilities that proceed and must align with your technology. Rubin Singh returns to enlighten us about business processes, inclusive design, personal and professional growth, and more human factors that impact the success of your CRM database. He’s founder and CEO of 10th Consulting. On Tony’s take 2. Tales from the gym. Meet Roy. We’re sponsored by DonorBox. Outdated donation forms blocking your supporters’ generosity. DonorBox, fast, flexible, and friendly fundraising forms for your nonprofit, DonorBox.org. Here is 25 NTC. Hello and welcome to Tony Martignetti nonprofit Radio coverage. Oh wait, I should do what Amy loves. Hello and 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. What a genuine pleasure to welcome. The CEO of N10, the host of the 2025 nonprofit technology conference, Amy Sample Ward, welcome. Thank you. I don’t know that I’ve ever gotten to see in person witness live the Podfather intro. So yeah, exactly, it doesn’t have the same power, you know. Uh, so, uh, we’re here at 25 NTC. We’re at the uh Baltimore Convention Center. Oh, I, I should have said that our coverage here is sponsored by Heller Consulting technology services for nonprofits. Very grateful to Heller Consulting. How’s the conference going? CEO. It’s going great from community perspective, you know, I think we didn’t really know what to expect in this moment right from the community perspective, yes, I mean you know there’s always special things um there’s always opportunities to continue refining. Uh, but you know, from the, from the community side and kind of what we spend so much time focusing on, you know, the community experience, we just, you know, would anyone actually. Feel like coming when they woke up Wednesday morning would be, you know, like are is anyone even gonna be in a space to have conversations or wanna go to a session, you know, and we’re not trying to pretend that everything is fine and normal or that those things exist, you know. I like we’re certainly embracing that and yet we’re trying to embrace it within a reality of well we’ve all planned for this conference to be here so so it is still a a structured thing and and how porous can we make it in real time together to also meet whatever needs are emerging by maybe going to a session that was already planned and you know the speaker had prepared but from that conversation came something. Oh my gosh, we, we need a space, we need to keep talking about this right now and what do we do, right? So I’ve heard a couple of stories like that anecdotally that I’ve got I’ve learned so much I need to learn more now and you realized what I didn’t know and I I need to connect with that person or, you know, um, I heard it from an audience, uh, like talking to somebody who was sitting next to the person who was talking to me and then also to this for. Speaker, I, you know, I need to connect with, I forget whether it’s him or her or whatever. It doesn’t matter. Um, I need to learn more from this person. Alright, let’s let’s, uh, you know, I always like to ask you the numbers you know how many folks are with us here in real life in Baltimore, Maryland. I don’t know that I actually have the accurate numbers. We, we’re. Uh, 1800 registrants overall, but given how many shifts are happening, I don’t know exactly, and, well, I’ll finish my first sentence and then I’ll add a second so I don’t know how many folks are necessarily in person because we don’t. Require if you’re in person you have access to the virtual and so folks that couldn’t come for whatever reason didn’t necessarily have to tell us that so we don’t totally know or they could have even come one day and then gone virtual another day that’s right so I don’t totally know how many folks are in the room. I know that I think catering told us that over 1600. Silverware were used at lunch today. So just for lunch today I guess that yeah I know I only used one and I used one upstairs even so it’s a proxy for right so that’s how many people ate lunch I guess. OK, um, talking about the conference experience, uh, we’re gonna bring in someone who was a previous guest Aia Aria Ma, come on, come on, Arya. you can share my mic, just share my mic. Yeah, let’s make it easier. Um, because this is her first NTC, and I, I, she was saying, she was saying things that I think you would want to hear as CEO. So I said, if you want to come back, well, it’s not gonna be quite that long, but, uh, yeah, it’s not gonna be quite that long, but thank you. Uh, if you wanna talk to the CEO, let Amy know that, that, uh, what, how you feel about your first NTC. So this is Ama. Um, her company, uh, are, are you just, you say your company, so I don’t have to look back two pages. OK, I’m, I’m the principal consultant founder of Lunara, so I do consulting with environmental conservation nonprofits. Um, first of all, thank you. This has been amazing. I’m actually from Baltimore, so just jot down from Boston, do a quick family trip, and the people here, I feel. Like NDC really has curated an amazing group of people where it’s not really about networking but really connecting and knowledge sharing the accessibility here it really feels like the staff are here looking out for the for the participants and it’s just been an amazing time connecting with people the bird like the feathers of a bird table conversations, the comfy chairs like this is I’ve been to a lot of conferences. And it’s definitely one of a kind. So thank you so much for curating an amazing team, curating amazing people who come here. It’s been a really great time for me. All right, thank you so much for being thank you for being one of those amazing people that is here, right? Thank you. I so appreciate that. Of course, of course, lots more NTCs in your future. OK, good. Thank you. Thanks for coming back. Glad you did. I, yeah, a little treat for you. I knew I knew you would want to hear something. Thank you. You’re welcome. Um, So, oh, I turned up for that was turned it up for our, yeah, OK, um, alright, so we have about 1800 people. Well let’s call it 1800 between friends, just as a round number. That’s good. OK yeah, we, I mean, I think there were like 12 people who just showed up and registered on site yesterday, so. Yeah, the number is a moving. When we talked a couple of weeks ago, you said people just show up. I was amazed at that. OK, it happens. OK. There’s always room at the NTC, you know. Yeah, well, we’ll add another chair. What did Ari just say? There’s a staff. Thank you for the staff, looking, looking out for all of us. Yes, of course. We’re accommodating. We’re, we, I’m a member, so I’m not staff, but I’m, I’m part of the N10 the N10 community. I don’t want to call it the the NTC people call you NTC. Yeah, I know Amy. She runs NTC in a way they, they, yeah, um. The commons experiment, yeah, I mean, I hope like we could talk about it for a minute. I’m just gonna preempt your intro and say for people who run conferences as part of the larger work of your organization, right, not that not that you’re an event planner, but people who are listening to the show and have organizations that have conferences as a part of your programming. Would love to learn what you are testing because we, as I said the other day you know there’s that like analogy or whatever like oh I pulled the band-aid off and just you know tried something we we found every band-aid and we pulled them all off at once and tested everything is is different this year. There is not an exhibit hall with pipe and drape and 10 by 10 squares that you have to walk through, uh, hallway hallways of corridors of, uh, it’s an open space, open plan. The studio here is set up right behind all the chairs that are facing the stage where the main stage where all the keynotes are and the awards were given. Um, we’re by the food station. Well, the food is here. It’s just the the hall is open. There’s not anything dividing us. Yeah, we sold no exhibit booth packages. Uh, and I admire it, I admire the attempt at change. Look, even if you, I’m not, you’re gonna decide as a team what you’re gonna do, but even if you went back to 10 by 10 cubes, uh, pipe and drape next year, I would still admire the 2025 experiment because you are trying something that radically different. You’re not bound by what every other conference does and what you. Uh, what N10 has done year after year after year for 24 years, this is our 25th, your 25th NTC. So you’re not bound by, by your own history even. I just, I admire the outward look, the fresh look, even if you go back to the way it was last year, I still will never stop admiring what you did this year. Thank you for saying that. I mean, I think. It in some ways was was and is a huge risk to say we don’t we’re not even selling packages that would equate to hundreds of thousands of dollars of revenue um so if anyone’s listening and would like to write a check, please let me know um. But it just didn’t feel like that hard of a choice for us because it feels like every year all we want is to get closer and closer to an experience for as many people as possible to be in community and we, you know, getting rid of the booths was just one thing there’s also, you know, sessions are working in different ways and there’s. More furniture in this room that is not from the convention center, you know, it’s not rounds with chairs. We actually rented every piece of furniture from a local furniture company, um, just to, I can say the name that’s my show, not the Freeman Company. We’re not we’re not using that. We actually have put on an entire, you know, 1800 person conference in a convention center without a decorator, um, so we. Did everything ourselves so that we could control and make it just how we wanted it to be. You rented how many chairs you found a source for all these, all the everything, yes, every, every vendor is local, every maker is local. Yeah, you have a little shop. There’s there’s a market, local, local vendors that yesterday I saw cutting boards, uh, I see art, uh, that’s all I saw, but there’s a market over there, local, local vendors love it. You, you also do something smart that I learned, uh, one of your team members told me. That uh you you have your staff retreat in the city where or one of your annual retreats in the city where next year’s NTC is gonna be that’s very smart that way all everybody has walked the building we’ve all stood there and said, do we think this is really where badge printing could go? Do we really think this is. Because we also make basically every decision as a team for the conference, so you know there’s no one person on staff whose job is the conference and they get to make the decisions we we do it together or we say who wants to be in this decision, you know I think we’ve even talked about some of the the way Zen10 works um on the show before but. Yeah, so it feels good to have everybody be there, which means this late summer, early fall we’ll all party in Detroit and see what 26 NTC is gonna look like. OK, 26 NDC NTC in Detroit. Uh, no, it’s very smart and you’ve walked out. in the hotels we can make a couple of restaurant suggestions if somebody comes up because we, yeah, yeah, we went to that place. Yeah, very savvy, very savvy. I admire it. I don’t know. I just feel like I would never have thought of that. Like if I was a CEO I would, I wouldn’t need somebody else to suggest that. I think I never would have thought of that. Can I ask you a question? Do I get, is that allowed on nonprofit radio? OK, OK. I had an anarchist in the previous, uh, OK, I was gonna ask you, you know, I know, I mean with 160 plus sessions every year you have a hard job of only doing 30 or so interviews or or 20 or whatever the number is, right? Yeah, yeah, because it’s that’s only a fraction of how many sessions you could have um chosen from. But even still, I’m curious from the interviews you’ve had from, from a day and a half or so. This is content different this year? Like, is there, is there trends or or interesting notes surfacing because of the time we’re in, because of the moment we’re in the moment of under this administration, the the shifts of of the sector, but also even just like this weird moment around AI and the moment around, you know, all of those different pieces, is there something that you’ve seen? Artificial intelligence, yes, more panels on artificial intelligence. I, I requested more so we’ll have a couple more um. Yeah, I, that’s that’s what I was thinking it’s artificial intelligence, um, you know, the, the political environment, it comes out a little bit, but, uh, first of all, a lot of our, well, yeah, no, it comes out you know of course beyond the fundraising, uh, I was gonna say the fundraising panels have mentioned it, you know, but, but, um. Uh, also in the tech, uh, we just had a panel on personally identifiable information, how to preserve that, um, and including from government intrusion and subpoena, um, so you know that would not have been a topic last year would have been a thought, a possibility, um, so yeah, I’d say those mostly the AI and then the the the political and the, um, data, data protection, data protection, yeah, yeah. Um, Is uh is is Max here? Max stage managing? No, he hasn’t for a number of years a few years yes, yes, and I didn’t see Or Louise here. No, she, it’s not her spring break. Oregon already had spring break, so she is very mad to miss her first. TC. Oh, is this the first one? I think so many years at least, or yeah, I think so. She’s about to be 9. That’s right, yeah, yeah, I guess she missed Denver too because that was she was in school then, but yeah, so those are the only two that she’s ever missed, yes, even as a little babe, yeah, so we don’t have like a family photo booth photo from this, yeah, she has them like up on her, on her, you know, cork board in her bedroom. Yeah, I know he has all the NTG. In like the photo, you know, yeah, parent, yes. Um, How’s, uh, you know? How, how are things, uh, how’s the team, how’s the team doing? Thank you for asking. Um. I, I’m just looking because they’re in that room. That’s our, that’s our staff office so that we can see if there’s any issues, but that’s where everybody’s working the halls on fire or something. You’ll see it’s like a uh um called um smoke towers or fire towers. So, so we’re on, we’re we’re down on the floor, but up maybe 40 ft or something there’s windows and that you’re saying that’s the it’s like in the mall, you know, where the security is behind the one-way glass up above, yeah, that’s, yeah, so staffs up there’s too high, we can’t see in you know staff is OK, I think. Like Any any organizations group of staff, you know, there’s. A staff person dealing with this other issue that’s not work related and somebody you know caring for a relative and somebody trying to help their kid that’s having this struggle is that you know so. Uh, the team is OK. We’re a great team and folks have just been like. Even reflecting in real time like God we’re just like showing up for each other so strong and we feel so like happy to get to show up for each other these these few days together but also try to hold that like you know behind that or underneath that or around that. Life is hard for everyone right now in so many ways that have nothing to do with putting on a conference or or replying to your work emails or you know it’s just like everyone is always carrying these these other things that they’re thinking about um and we know and we’ve and we’ve heard from community members as we do every year that. We want the NTC to be a place where like you can set all those burdens down like it’s OK to talk about all of that stuff you know this is not like a perfect professional face you know like what does that mean? What what is my professional? I don’t know. You know, but also I think it’s a little bit hard for staff to feel like they get to do that too when we’re working so hard to create that space for the community because we’re also like on radio and calling catering and you know we’re like doing all these other logistic pieces so in some ways the staff like miss out on the on the best opportunity to do that that we have every year because we we’re we’re kind of behind the scenes but usually on Friday. Less logistics are happening because it’s the final day of the conference and then you know all but one or two people will get to be at the general session and listen to the keynote and everybody will get to like just go to a bird’s table at lunch or go you know people will really get to kind of come out and and. Enjoy it for a little bit. And when does the team depart on Saturday? Yeah, we fly out on Saturday. Oh yeah, we’ll, I mean Friday, Friday afternoon. Oh yeah, our stuff is getting palletized and taken away at 3 p.m. tomorrow. Oh yeah, yeah. Oh yeah, yes, and like we have volunteers, we have, you know, we have um. I mean it’s end 10. We have a spreadsheet, you know, and every storage bin is numbered and we know what goes in bin number 1 and bin number 2 and you know you just look at the spreadsheet and everybody knows what has to go. I see. Of course we have a spreadsheet for that. Yeah, wonderful, um. Yeah, I would say, and I’ve told others this, uh, this is, this is, I think this is the 11th, uh, NTC that nonprofit radio has come to, yeah, uh, I think it’s the best. I do, I do, you’re just saying that because I’m sitting here and I’ll push you off the yoga ball. I said it to somebody else. No, it’s, yeah, you know, you know, uh, no, I really do admire the open plan. I love. It’s, yeah, it’s just a better feeling, you know it’s not a congested feeling we’re not confined to a 10 by 10 cell. Right and like just from an attendee’s perspective, you know, we didn’t want to shrink it down to only a room of 1800 chairs in theater seating or something, you know, like there’s all this open space. Do you wanna just sit on the floor and build Lego? Go for it, you know, you wanna drag a chair away from a table and talk to somebody else? Go for it. Right, we, we, it’s called a pre-con when before you have an event we have a meeting with, you know, the head of every part of the facility, right, uh, like here’s the security, right, like, you know, one rep from every part of the building comes and you have this precon meeting. And they are like, OK, who are you? it’s like just the day before or a couple of days before or is this we do we do it, no, no, no, we do it Monday so you’re on site, you’re like ready to go. You’re starting to load in and usually events that do this like send one rep from N10 right? we send all of us, all 16 of us show up because each of us are here, right? And you’re supposed to say like, you know, is there any info about your attendees? Is there anything the team should know, you know, and we say. If our attendees want a chair move, that chair is moving. Right, you’re not radioing me for like an approval. If attendees walk up to you and say the water is out, you’re refilling the water, right? Like this community is making the space. Our job was just to make sure water stored in there 16 of us right that you can take direction from, yes, and I mean if they say we’d like a whole another part of the building and could you bring catering there that please don’t do without our approval. Right, but we really want to have a, a place that is just open. Make it. Do put the chair where you want it to be, right? Like Ryan, bring your penguins and set them up. Apparently everybody’s like putting in the chat who gets to take them home, you know, like that feels like a gift to ourselves and hopefully a contribution that’s additive to the sector to to have a space that’s like that or that tries to say. What does it look like? We’re, we’re not a trade show. We’ve never been an actual trade show, but what does it look like to say, yeah, there’s no booths, just talk to each other. And honestly like there are some providers who are here for the very first time and they’re like what? What am I doing? What, what am I supposed to do, right? So we need to do a better job of setting people up whether they’re a provider or a sponsor or just, you know, attendee what to expect, what do you, what does it mean to just walk into this huge room and pick, pick a velvet couch to sit on and talk to somebody, you know, but just walk up yeah um. I, I, I just heard someone’s heels. I, I looked because I thought I heard pickle. I thought it was pickleball, but there is pickleball here. We have there’s pickle ball. There’s ping pong. Oh yes, and the pickle ball tournament yesterday, you know, it ended in, I’m not gonna say controversy, um, but it was heated because E0’s very own Carl came in 2nd place and he desperately would like that trophy. Is there a rule about employees? No, no, no, no, but Carl keeps he has spent a year reminding everyone that last year in pickleball he lost in the first round, but to the eventual winner. Right, it’s just, it’s just like, you know, the, the drama of a bracket process and so he wanted to redeem himself this year, right? He made it all the way to section. Yes, right, Carl. Alright, alright, and Carl is celebrating, I think, 18 years as an N0 staff person. He’s our IT director. He started as an AmeriCorps Vista. That’s incredible. Yeah, is he the longest? He’s the longest. And then how many years are you since membership I’ve been, I’ve been, I started at the NTC like the, you know, two days before 11 NTC was my first day as membership directors, um, and, and Ailey’s right behind me at 13. 0, she’s she’s outstanding. She curated this table that we’re sitting at. Uh, she got the chairs that we’re sitting on, um, she chose this spot for you all to be able to see everybody coming in visibility. Yes, it’s very nice. Yeah, Ali on her game, her thank you. All right, I know you’re busy. Thank you, CEO. I hope Aria was a nice surprise. It was such a gift. Thank you for doing that. I so appreciate it. I’m gonna tell the whole team with our at our daily debrief, um, and. And I look forward to the next time Gene and I get to be on the show and I have slept in some reasonable amount of hours prior to talking into the microphone, but I really value you being here and creating a digital platform for so many of our community members to get to share, you know, all of their smarts beyond these walls. So thanks for thanks for the collaboration. Yeah, lots more. OK. Amy Semple Ward, they’re the CEO of N10. They’re our technology contributor here at uh nonprofit Radio. Thank you. Um, and thank you for correcting me, parent, parent, yeah, yeah, you’re right. I mean, I know you’re right, but thank you for the, thank you for the correction. I’m, I’m a trainable boomer. You’re very trainable. We’ll leave it there. Thank you also for being uh with with uh nonprofit Radio’s coverage of 25 NTC where we are sponsored by Heller Consulting technology services for nonprofits. 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 donorbox.org to learn more. Now it’s time for the human factors driving your CRM success. Welcome to Tony Martignetti nonprofit radio coverage of 25 NTC, the 2025 nonprofit Technology Conference. We’re at the Baltimore Convention Center, where we are sponsored by Heller Consulting technology services for nonprofits. My guest now is Ruben Singh. He is founder and CEO of 1/10 Consulting. Ruben, welcome back to nonprofit Radio. Thanks for having me, Tony. Good to see you again. This is, I think your 3rd, maybe 4th, 4th you’re counting, you’re more accurate than I am. Um, your session this year is the human factors driving nonprofit CRM success. Uh, I don’t know, I wonder, do you see people often or organizations often blaming technology when the problem is more team and human? Yeah, that’s exactly the the premise of it, Tony. I, I, um, uh, I’ve I’ve often found myself as a consultant coming into situations where Um, you know, the client we’re working with at the prospect we’re speaking with says, ah, we need Salesforce or we need, you know, uh, this particular solution or virtuous or something else, um, and, uh, you know, because they’ve had a bad experience with the technology that they were with, uh, and so, uh, as I’ve seen this so much throughout my career, um, and then you know you start peeling back the layers of the onions. And then you see, oh well, you know, the business processes are not fully defined. There’s not, you know, a plan for adoption, there’s not a plan for governance, uh, and so what I’ve realized is that, um, often times, uh, where the, the, the failures happen have really has nothing to do with the technology at all. So yes, that’s exactly what the premises of this uh of this um workshop. So the symptom I don’t know, cycling through, uh, platforms like, oh we need Salesforce, and then they have Salesforce for 3 or 4 years and then they realize, oh, no, Salesforce wasn’t really the solution. Now we need we need the Microsoft platform, right? Does it happen like that? That’s definitely a part of it. I think there’s also, you know, just there’s always this sense of urgency um as new technology comes along. Um, that uh we don’t, if we don’t innovate, we’re gonna fall behind, um, and we’re seeing a lot with, you know, AI now as well. Um, it’s, it’s no different, you know, everyone say well if you’re not using AI for your solutions, uh, you know, you’re, you’re gonna be left behind, you’re gonna, your organization’s gonna fail when really. Um, that is, that is really forcing organizations to adopt certain things that they’re not, they may not be ready for their, their processes may not be in place, their data might not be ready. So, um, so just like we’re seeing right now with, you know, the latest trend of technology, um, feel the organizations we work with just feel compelled to to to rush into whatever the particular trend is, um, and sometimes there’s business pressure also. Uh, you know, if this particular system failed, you know, new, new CTO comes in and says, ah, I need to prove myself or I need to get something going, so oftentimes they try to get the, the, the cart before the horse. You mentioned business processes a couple of times. What what kind of processes should we, so now we’re getting to what the human factors are that you need to have in place for the technology to be successful for the CRM. Well, what kinds of business processes are you looking for? Sure. Well, um, first, are they defined, are they documented? You’d be surprised how many nonprofits I walk into where, you know, they could be operating just fine, um, but there’s no nothing really documented and that’s fine, that’s where, you know, consultants like ourselves who would come in and help, uh, understand them, review them, define them. Um, and then there’s some that are just, uh, not very, uh, as you as you learn more about their business processes, you see that there’s, um, just inefficiencies, uh, that are there as well. So what kinds of business processes are we talking about? Just some examples. Yeah, um, fundraising, for example, so check come, you know, stack of checks come in, you know, what are the different processes to get that data entered into the system, or it might be donor advised funds, you know, what is the process around that? Or you know, we have a uh uh a series of files that need to be uploaded or it could be an application. process for programs uh that that might be so it it it could be um the grant distribution process what’s the reviews and applications that process who needs to review, who needs to approve before a grant might be approved. So, um, so there’s really a cross grant making fundraising program delivery um there’s there’s all kinds of steps that needed to happen and we ultimately want the the system, the technology to make it work as efficiently as possible. So we we we heavily rely on business processes to make sure that we’re. Um, that we’re creating things that ultimately makes the systems more efficient. So the technology is supporting the business processes not not we’re not relying on the technology for the business process, but it’s, it’s supplementing what our processes are. That’s exactly it. I would, I would add one more thing to that, you know, in addition to the technology supporting the business process, it also has to support the strategy. So that’s kind of one of the other points that we’re gonna be talking about later on today. Um, is to make sure that there’s a clear strategy. What is it that as an organization you’re trying to solve, um, how do you know that you’re successful? What are those markers or indicators to confirm that you’ve, that you’ve, you’re successful because we want again the technology to support that, uh, we want the technology to be able to track and report and monitor to make sure you’re meeting your goals, so. Uh, as a technologist, it’s a little bit tricky sometimes because they, they, you know, the clients often expect us to come in with a technical solution and, you know, code this and configure that, but we, we like to kind of step back and say, you know, what is it that you’re trying to solve? What’s your strategy? How do things work? Where can we create some efficiencies, then we start building. OK. Yeah, it’s it’s, it’s often important to have that consultant perspective to take a step back because you’re, you’re probably often. Uh, at 110th Consulting, and I’m, I’m gonna ask you to remind listeners why it’s 110. I think I remember, but we’ll get to that, we’ll get to that shortly. Um, you know, you’re, you’re often, um, confronted with, you know, we need, we need new technology. That is not our, that’s not our feedback. Amy. It is, it is feedback. OK. OK. There we go. Thank you. Oh, can you just try it with a lower volume? We’re uh we’re we’re, you can tell we’re live here at we’re, we’re just turning on the loudspeaker because the plenary session just ended, so we have a we have a loudspeaker and it was feeding back. OK, so that was us, that was us. Tala. All right, we’re accountable. I’m accountable. I feedback. It’s time for Tony’s Take too. Thank you, Kate. We’ve got a new tale from the gym introducing you to Roy. Uh, I met Roy by. Same way I hear about lots of people, uh, overhearing other people talking about Roy, uh, after he had left. And I know who he is. I’ve, I’ve seen him around. Uh, I’d say Roy is probably early to mid 70s. And the, the thing that the uh the two guys talking about Roy were focused on. Was that, um, well, he talks a lot, I agree. Uh, and he doesn’t put the weights away after he uses this one machine that he focuses on a lot, spends a lot of time on, and, and he actually grunts a lot when he’s on this bench press type machine. Uh, I had not noticed that he doesn’t take the weights off like you’re supposed to, but these two, guys did, uh, as well as talking about how chatty he is, and, you know, that he, he like, uh, just spends too much time in between his sets. Talking to other people. Maybe even annoying other people, uh, they did, they didn’t say that, but. They didn’t like how much he talks, and they don’t like that he doesn’t put the weights away. So I was, uh, so I was keeping an eye on Roy, you know, after I saw, I saw him again, and, um, word must have got to him about the weight part. Uh, he didn’t, he didn’t talk any less, still very chatty between sets. But he did start putting his weights away after he was done, takes them off the machine, puts them back on the rack where they get stored. So that’s good. So Roy did uh improve his bad gym behavior. Now, how did he get wind of the idea? That he’s not. Practicing good gym etiquette, I don’t know. Uh, I, I, I had nothing to do with it. I just stay out and listen and, and I happened to watch well, cause I heard about Roy once I learned his name, so then I was paying more attention, and that’s when I saw that he, he, uh, exercised good gym etiquette. So, but how he came to change his ways, I don’t know. I swear I had nothing to do with it. So that’s Roy at the gym, uh, along with many of our other characters I’ve introduced you to, uh, through the, through the many months. Roy at the gym, the community gym where I work out, uh, 44 times a week. And that is Tony’s take 2. OK. Are you sure you haven’t spoken to Roy before? Because he sounds familiar. I don’t think so. You might be, you might be thinking of Rob, Rob. There was Rob. He was the Marine Corps. Remember Semper Fi? He was talking to a another former Marine, and they ended their conversation with Semper Fi, the the Marine Corps motto. You might be thinking of Rob. I, I’ve seen Roy, but I never knew his name. OK. Hm. A lot of our names that are short. Well, it’s a couple. Try to keep track of all the characters at the community gym where I go, try to, maybe we should start a database. We should do, maybe we should start a CRM database. We said. We’ve got Fuku butlers more time. Here’s the rest of the human factors driving your CRM success with Rubin Singh. So you’re often confronted with our technology sucks, you know, we need this platform is not working for us. Nobody, I don’t know, nobody ever seemed to have learned it right. It doesn’t, it doesn’t work with what we’re doing, what we’re trying to do, and but you need to step back and say that there may very well be something deeper than your platform. OK. Absolutely, and you know there there’s there’s that and and I’d say also there’s been times if I’m being totally honest, Tony, where I’ve don’t don’t don’t be disingenuous, don’t lie to no I can’t do that, um, but, uh, you know, I’ve I’ve been part of teams early, early in my career where, um, you know, we have, we’ve completed the project. We have finished on time, we’ve finished on budget, we checked all the boxes for all the requirements that we met, but at the end of the project, at the end of the go live, honestly I, I felt kind of uncomfortable. I felt uneasy. I felt sick to my stomach because I knew that despite all the things that we’ve done for the technology, the nonprofit is not set up for success in the long run. Uh, some of the ways that I sense that were, um, they, you know, maybe all the users were really excited about the technology, but maybe the leadership was not fully on board, so they may not have, um, you know, they have not modified their processes, how they’re gonna do reporting, how they’re going to measure progress, how they’re going to measure performance, um, if they’re not really bought into the system, um, the whole thing’s going to fail. Um, also another key thing is governance. For leadership, the leadership buy-in is essential, uh, I think we may have talked about, or if it wasn’t you, it was another NTC how to get that leadership. It’s, if, if, if the leadership isn’t committed, leaders who are listening, CEOs, uh, executive directors listening, if you’re not completely committed, I mean your teams, your teams know that they figure it out and their commitment, uh, uh, is gonna be equivalent to yours for sure. If you could spend tens of $1000 on a on a new CRM system, if not more, but if you as a leader are gonna say, OK, you know, fundraising meeting, you know, fundraising, you know, check-in is going to be on Monday and everybody bring your spreadsheets, um, forget, you can forget the investment that you made in that CRM system, you’ve lost adoption right there holistic look remind us why your your company is one. Yeah, you know, well, um, you know, we’ve exclusively worked with nonprofits and, and very early in our, in our startup phase, uh, we worked with a lot of, um, uh, faith-based organizations, um, and, uh, it was, it was funny that as I was working with different organizations whether it was a synagogue or a church or a mosque or or cordura. Um, they all seem to have this 10% concept, this giving back of 10%, uh, to back to the community, back to causes, back to the good of, of the whole, um, and I thought that, you know, despite all these different faith traditions being so different, there was something that was, uh, you was a common thread amongst many of them, and so that’s kind of where 1/10 the consulting came from, yeah. I had it close. I thought it was, I thought it was giving I was giving back, but giving back 1/10. Yes, exactly, exactly, um, you, you, uh, your session description talks about inclusive design as a as a means to. Achieve the the CRM success that we’re looking for. Uh, say, say more about the design process, inclusivity. Yeah, well, well, we feel strongly that any technology that is meant for everyone should uh include as many people as possible as part of the design, otherwise, um, there’s gonna be blind spots. Um, uh, you know, this might seem, uh, you know, unrelated, but I was reading some stories about how when Um, uh, there’s crash test dummies, um, were being used, um, to test the safety of vehicles. They were based on a male body of 5′ 970 pounds and, um, the, and as is the 2011 University of Virginia study that showed that women were much more likely to be harmed or hurt in an accident. Um, than men were and 47% more it was like a pretty ridiculous number, so, um, just makes you wonder like when, when these vehicles and safety were designed and assessed, were they really thinking about different body types, different people? Well, the same thing applies to, you know, technology, um, the story I often give people is, um, you know, even my own parents, my, my elderly, uh, you know, parents, you know, from an immigrant community when they signed up for the COVID vaccine. Um, it was a process that was clearly not designed for immigrants and it was not designed for elderly, um, you know, it was, it was a the application form was very, uh, cumbersome. There was a lot of information you had to have, have prepared you cited this in a year or two in the past, yeah, the online form was not, uh, well, not user friendly for 70 or 80 year old, yeah, yeah, and so. Um, and, and so like, and then you, you also hear that uh well the immigrant communities are not signing up for the vaccine and, and it’s a public health problem. So, um, you know we feel that CRM is the same day is the same way that um it often times I walk into a room for a design session and I have the IT professionals there or because they’re the ones who can give us the quickest answers, um, or we have the people who are like the quote unquote super users who are the most technically proficient. Um, but you know, to me, if we really want to have inclusive design, we really want to see what who who’s not at the table. Let’s maybe have people of different ages, different technical proficiency, different, you know, socioeconomic, different uh parts on the company hierarchy because if this system is really designed for everybody, we need to get as many different thoughts, ideas, perspectives involved, um, to me, uh, often times if we overlook that, um, it, it, it ends up being a gap that we have to fix later. Um, you, uh, you also cite, um, this being valuable for uh professional growth. How is that? Yeah, and this is something, uh, as I get older, Tony, I’ve been reflecting on on a lot and uh I’ve been, um, I’ve I’ve felt this in my professional career and I’ve I’ve had the um privilege to uh teach as an adjunct professor close by here at University of Maryland Baltimore County. And it’s something I often tell my students, it’s like, um, you know, if, if you really want to be good consultants in this space, um. You know, we, we often times focus on the, the, the credentials or the certifications and you know we go crazy with the certifications and, and you know so we can present that and say, ah this is, you know, this is who we are but in my experience what’s been most useful and also has been useful to to the success of our projects is really being an expert in the industry that you’re working with, being passionate about the industries that you’re working in. Um, so for for us we tend to have a focus on the social justice sector, um, and it’s, you know, in my tradition, in my blood, and my, in my, uh, upbringing to be working with these types of organizations and really understanding the ins and outs of, of these organizations, and I feel like that’s been able to, um, uh, it’s it’s been something I’ve been uh able to bring to my projects, bring to my implementations, um, and the love and care that we give our clients and. It’s, it’s been very helpful so it’s something I, I encourage folks to, um, you know, to, to work on becoming experts work on becoming um keeping up to date with what’s going on in the industry so if you’re a nonprofit technology consultant being fully aware with the challenges with grant making or you know how government funding might be affected these days or you know taking an opinion on how AI can help or harm uh nonprofits. Uh, taking an opinion on data privacy and where it fits, so, uh, what I’ve seen is that what our clients need is not just, just people who are experts at the technology, but experts at the industry that they’re working in. And what about professional growth for for folks in nonprofits as they’re looking at their own businesses? I mean this is sort of a broadening exercise where folks are learning. there as you’re you’re suggesting for consultants, the folks nonprofits learning outside their own areas of expertise. Yes, yes, absolutely, um, an example of that is, you know, uh, to me I realize that, you know, equity and and technology is, is, is ultimately, you know, uh, it’s super important for inclusive design and inclusive systems, um, so for me that meant, um, I was gonna become a. A certified DEI practitioner, um, so I went and, you know, went through the classes, got my certification, and, and that was something that I, I wanted to make sure that was part of who, who I was. So while you might think that this might not be part of your part of your, um, technical credential, um, this might not be part of your technical credential, um, it, it having that business credential or having that expertise was super important, um. Another example could be change management. Um, so if, if you feel that change management, excuse me, change management is something that you’re passionate about, by all means become a certified credential change management professional because it’s only going to make all your projects, uh, more successful. Get you outside your comfort zone. Yeah, I mean I think there’s I think there’s value in that. I’ve I’ve seen it professionally, um. Just, you know, challenging, challenging yourself, you know, outside outside your normal boundaries and and and it really applies to any industry, so as I tell my students, if you’re a The technology is everywhere, so you know if you wanna do fashion tech, become an expert in the fashion side of it a sports tech, become an expert in the sports side of it doesn’t really matter, um, but it’s really just about, you know, what my clients over 27 years of of of this work, um, they don’t really care how many salesforce certifications I have. They don’t really care about, you know, what they, what they care about is do I understand them? Do I understand their business, do I, you know, what, what else do I bring to the table? There’s lots of tech consultants out there, but what else do you bring to the table? So it sounds like we’re in your backyard, uh NTC. You teach at University of Maryland Baltimore County. Yes, yes, yes, just uh uh right right outside 20 minutes from here, so it’s nice, we’ll see you again next year. I don’t do you know where next year’s is? I believe Detroit, but, uh, wherever it’s gonna be, I’ll be there. We’ll be together. Um, what else, what else are you gonna share on this topic that, uh, you and I haven’t talked about yet? Um, we are gonna, I think the one other thing, and, um, it’s not something I talked about, you know, a few years ago, but it’s just so much more relevant now is, um, you know, again as far as the, the human factors that that uh affect CRM, it’s also uh looking at um, you know, how bias and discrimination can make their way into the systems, um, so whether it is algorithms that are built, whether it’s AI models, um, and, uh, making sure that we have. Checks and balances in place to ensure that the data is um not toxic in any ways or or the data is not skewing results in a in a way that could um hurt or harm communities. I think one example I if I can give a specific is, you know, if you are a nonprofit that uses an algorithm for recruitment volunteer recruitment or application reviews, um, you know, making sure that those do not, uh, uh, create skewed results, making sure that. There’s a checks and balances process to make sure that that that the results are not discriminatory, that they’re fair, they’re unbiased, um, and that’s something that, um, organizations are really grappling with how do we do that? So I have some, some models that I’m gonna be sharing as well today that I’m pretty excited about on on how you can create some checks and balances. Yeah, um, I mean it’s uh I wish I wish I had my diagram I could bring up here too. Yeah, but um, yeah, yeah, um, but it’s basically just um being intentional about, OK, you know, if again starting with strategy, so let’s say it’s a volunteer recruitment plan and you say, you know, I and I had a lot of this well we want to increase our, our diversity in our recruit in our volunteer pool so you know it’s, it’s basically setting some measures for that. um, we wanna have 20% of, of this particular demographic or 40% of this and then it’s really just um creating some checks and balances just like in any. Um, in any implementation of of technology there’s gonna be a, a testing phase, there’s gonna be a data validation phase. So what what I’m proposing is we also have a a a a a bias detection phase. We also have a, um, you know, um, uh, a sort of um discrimination and bias, uh, check that we essentially do so in that case we will just like we have parameters to say these are the percentages we’re looking for, what are the results for it? So, um, so it’s, it’s not rocket science, but, but it’s really just making sure that when we build our test plans out that we’re also checking for bias and discrimination. I know a lot of work on LinkedIn. Have you written a book? Um, in the works, Tony, in the works you mentioned it or maybe I’m just that you ought to write a book. OK, uh, you’re working on a book, um, early stages, yes. But um but yeah, now there’s I’ve I’ve kind of captured a lot of thoughts um over the years about this and you know these are things that were just kind of things I uh thought about, you know, like uh you know this doesn’t feel right or this could be done in a more equitable way or this is this is not really doing good. Even though we’re calling it tech for good, um, and then, you know, being in communities like this at N10 and NTC, uh, made me realize, oh, I’m not the only one who thinks like this. There’s others who who are who have also found some weird stuff in out there in the implementation world and and I think, um, you know, as a consultant who, who now has started my own practice, um, I realized, you know, I don’t have to just continue being part of the problem, you know, I can. Uh, I can try to shift some things and, and, um, share my stories to, to make sure that we, we, we, we collectively do better. OK, now, you know, I imagine you’re, you’re part of a minority faith community in the United States. How does that inform your practice or or how does it open your eyes to the inequities that that we were you know, you’re doing more to fight than I am. I bring voice to them, but you’re actually doing. Well, well bringing to it is is very important, so I appreciate that you do that, Tony. Um, uh, yes, as part of the sick tradition I think um it’s it’s a few things. um, I mean it really does fuel a lot of my work, um, you know, the sick tradition is a very um deep in in community service and in justice and in collective liberation, so it it really is a fuel for, you know, the, the, the focus on the social justice sector. Um, but I would say, yeah, absolutely, you know, being a visible minority does, uh, help me have, uh, that the radar is always on. Um, you know, and, um, I, I’m, I’m very aware, hyper aware of of things that just don’t feel right or that that that that don’t sit well with me, whether it’s happening to me or someone else, um, so you know, early on in my career I was, you know, thinking to myself, ah, you know, I’m just learning the ropes, let me just follow along what everybody else is doing and you know, different practices that might happen in in implementations themselves and technology implementations. I’ll just go along with it. It’s fine, um, but now I, I didn’t it right, yeah, so now I kind of sense that, you know, I feel that agency that I can, you know, I can, I can speak my mind, I can step forward and say, yeah, you know, this, this persona building exercise we’re doing for marketing, you know, of, you know, guessing what. Different races and demographics might feel about our work. Yeah, it doesn’t, that’s not great. That’s there’s other ways to to get that information that doesn’t sit here and, and, you know, enable stereotypes, uh, you know, we can use archetypes, we can, you know, we can ask people directly why they could come to our nonprofit or don’t come. So there’s there’s alternatives out there, you know, the tried and true methods are not always the best, um, they’re not always the most equitable, so you know, let’s let’s brainstorm other alternatives. Did finding that agency come from starting your own business or before then? I think it was a combination of being in circles of other technologists of color that, you know, where I, I felt very empowered and said, ah, you know, we’re not the only ones, you know, like other people feel this way and collectively. You know, there’s things we can do better, um, and then yes, starting the company and I I recognize that comes with privilege, um, and not everybody can speak out the way that they want to, but, but definitely starting starting my own practice and being very transparent with my customers about, hey, this is who we are, this is what we’re about. If we see something that doesn’t feel right or that the data that you’re requesting from your clients is is overreaching, we’re gonna, we’re gonna raise our hand and and you know what I thought might have deterred. Customers is actually um uh had customers gravitate towards us. They want to be held accountable. Yeah, yeah. Well, I’m glad you found your voice it’s always good to see you, thank you very much. Thanks so much. My pleasure. Singer and CEO. Thank you for joining us for our. 2025 nonprofit technology conference coverage in the Baltimore Convention Center and thanks to Heller Consulting technology services for nonprofits for sponsoring nonprofit radio at 25 NTC. Next week, more from 25 NTC PII in the age of AI. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. We’re sponsored by DonorBox. Outdated donation forms blocking your supporters’ generosity. Donor box, fast, flexible, and friendly fundraising forms for your nonprofit, Donorbox.org. I’m gonna miss that alliteration. Donor box is going away this week. Fast, flexible, friendly, fundraising forms. 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 guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. 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