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Nonprofit Radio for January 27, 2017: Successful Tech Projects & Inauguration Social Networks

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Smita Vadakekalam & Sandy Reinardy: Successful Tech Projects

(L to R) Smita Vadakekalam & Sandy Reinardy at 16NTC

Up to 70% of technology projects fail. How do you manage tech change to avoid the fail? Smita Vadakekalam and Sandy Reinardy have the strategies to prepare, communicate and manage change in your project. Smita is at Heller Consulting and Sandy is with the University of Wisconsin Foundation. We talked at the 2016 Nonprofit Technology Conference.

 

 

Amy Sample Ward: Inauguration Social Networks

Amy Sample WardAmy Sample Ward returns to reveal what went on behind-the-scenes to make social networks buzz this month. She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week it’s caused you. They are a cr m platform causevox dot com and at causevox you, they blogged four fund-raising podcasts that can help non-profits of any size now, the other three were something about fund-raising authority and tiny, messy non-profit sparks like that, but for non-profit radio, they’re fourth in the in this block post said they said all encompassing, quote, if there were parts of the other three podcasts pod casts that appealed to you than twenty martignetti is non-profit radio may be perfect, perfect martignetti podcast has gained popularity and for good reason if you have a lot of time to listen, you’re in luck. Non-profit radio has hosted over three hundred episodes today is number three twenty four. By the way, like, thieves have ah, markham of specificity. Three, two, one for today. Touching on industry news, best practices and bright new ideas and quote thank you so much. Industry news. Um, yes. Check. Because last week’s review we have twenty sixteen forecast and the twenty seven. Twenty sixteen review on the twenty seventeen forecast who writes this copy? Look, i wrote twenty sixteen forecast i needed i need an intern so badly that was the news industry news best practices, of course, every guest shares best practices bright new ideas, we have ideas, let’s not get carried away break new, i don’t know, but we got good ideas cause you thank you so very much for including non-profit radio in this podcast roundup, congratulations on being our listeners of the week cause you oh, i’m glad you’re with me. I’d be hit with rubio. Sis, if i saw that you missed today’s show successful tech projects up to seventy percent of technology projects fail how do you manage tech change to avoid the fail smita ve arika column and sandy reinardy have the strategies to prepare, communicate and manage change in your projects. Smita is at heller consulting, and sandy is with the university of wisconsin foundation. We talked at the twenty sixteen non-profit technology conference and inauguration social networks. Any sample ward returns to reveal what went on behind the scenes to make social networks buzz this month plus will have ah couple of the topics inauguration related she’s our social media contributor and ceo of intend the non-profit technology network on tony steak, too. Empower your volunteers responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers. We be e spelling dot com here are smita arika column and sandy reinardy from ntcdinosaur sixteen welcome to tony martignetti non-profit radio coverage of sixteen ntc that’s, the twenty sixteen non-profit technology conference hosted by intend the non-profit technology network. This is also part of ntc conversations. We’re in san jose, california. Of course, in the convention center with me now are smita vatikay column and sandy reinardy, and their session topic is change workshop managing change to ensure a technology project’s success we’re gonna get to that very shortly. First latto highlight are on ten swag item and tc swag item of the of the for the interview you want each each session, this is a smartphone shortbread cookie from ray’s mohr. And then, of course, the obligatory napkin for wiping your hands and and your lips very gingerly, it says yea for those of you don’t have the benefit of the video and this was in our swag pile. Oh, that’s. All right. There it is. Okay, ladies. Um oh, let me give you a proper introduction. Smita is vice president of professional services at heller consulting and sandy is managing director for gift and constituent records at the university of wisconsin foundation. Welcome drinking. Thanks for having my pleasure. Thank you for indulging my swag swag moment. Should i presume, sandy, that you had a ah project. You’re a project manager on a project, a tte university, wisconsin foundation. Sort of. I came. I came in on the tail end rape as we went live doing a full implementation of a serum system website. General ledger, a portal for our campus users. Whole thing. And, uh, i came in about six weeks before we went live and have been working a lot on post project and reflecting on how ah, things maybe could have gone differently. And what’s thinks he did. Well, alright, some introspection. Okay, now. Oh, and, sweetie, you were involved in this project or with the university? Wisconsin or no, i wasn’t. It was not involved in that project, but actually, sandy. And i have worked together at heller for many years previously, and both of us were working with many clients and we would talk about this topic quite a bit, and i’ve kept in touch with sandy, and we would just sort of talk about lessons learned and what she’s experiencing at the university of wisconsin and the things i’m learning from the consulting perspective. So we just love this, you know, exchanging ideas about the topic. Have you done the workshop already? Yes. Okay. Went well, yes. Okay, i think now i read in your description that seventy percent of technology projects fail. What is that? When something fails, meet oyu there’s, our consultant on the panel with something fails? I mean, is that? Does that mean it just doesn’t work? That’s a great question in terms of what failure means, i’m going to take the generic definition of failure being it’s the project’s not meeting timeline, scope or budget and i wantto and any one of those and actually the part that i like to focus on it’s also not meeting employees, adoption or usage, which, really to me, is a key driving, you know, metric for success. So project users hated exactly yes face in thinking you don’t like. Ok, so you have ladies you have strategies for not well helping to minimize the likelihood, i guess i guess you probably can’t prevent it, but minimizing likelihood of project failure is that right? Yes. Ok, where should we start with sandy? Where should we start with this topic? We’re in the convention center and the hallway is noisy. So there’s, no food bins coming by or something you know, but not proper radio perseveres. We don’t care about your mere background noise. Meaningless. You’re very sophisticated audio system here. So you’re here just in the rumbling in the background. Okay, santa grecian rescue. We start with this topic. I think it start with the fact that it’s primarily in terms of change management, it is so people first on this and the because all of our organization’s air made up collectively of a bunch of people who find themselves in different personal positions with relation to change people that are i want to be quick to innovate, and they just you’ve got a lot of energy and they want to always be kind of moving to the next thing, all the way down to people who really would prefer just to more steadily and consistently improve on stuff that they have or and all the way across that kind of arc and organizations than can tend to take on their own profile based on the number of people in the nature of their leaders and things like that when it comes to change and so really understanding where individuals are and how that’s going to affect an impact as you go through a project like this, how you’re going to ensure strong adoption by meeting people where they are, and treating each of those people differently, and utilizing their their position with different aspects of the project because it was a lot in there. Let’s, let’s start unpacked. That’s fine overviews stage let’s. Try to unpack that bit when we’re in the women in the planning stage of ah of a project i’m guessing it’s important who’s in the who’s in the process from the beginning. Okay, metoo my my right. Absolutely. Okay, i think that way you should be in there. Yeah, one of things i like to think about a project and is to think about it, it’s like a campaign, you know, a sandy said, i project is it’s there’s a technology and there’s the people side of it, and if we just concentrate on the technology side of it, the people get left behind. And if you look at change, management is really about it’s the it’s, the methodology it’s the tools and processes to recognize there’s change in a technology project let’s, be proactive and manage it. And so, like you said in the planning part of the project, ideally you’re getting a head start in recognizing that this is what it is understanding who your stakeholders are in a sandy said, those stakeholders range from leadership, those seemed like the obvious stakeholders, and we’ll be business process users. But there’s, you have to really think holistically about your organization and think thoroughly about who is impacted by this change. And in the early start of it, i think it’s good to get buy-in from all of those groups and understanding where they are, sandy mentioned, let me let me just dive into that a little more, the groups you obviously can’t have all the users in in each office or team. Whatever’s going on whatever it’s called that are that are impacted by this, so there has to be a representative should that necessarily be a senior person within that team? Or is that not necessary? I don’t, so i think they’re i think there are different types of state groups and committees there’s definitely, for example, in a project it’s good to have, ah, way of of proving and making key decisions, you know, approval process, which sometimes you need the people who have that power and influence in the organization, but then there’s a equally as an influential and important group, which is your key users and those don’t necessarily have to be, you know, it doesn’t have to follow the organization’s hierarchy, it could be r really a power user or someone who’s going to really be impacted by this change, and they’re excited to work on this project, and they might be the best representative on that committee. So if yes, it’s really important to be deliberate and strategic about the people you choose, you know, in in in engaging them in this project was i’m guessing sandy if they’re not part of the process, but they’re going to be impacted by it, we’re going tow. We’re going to increase the likelihood of the bad adoption that we’re talking about. Exactly. And i think you really have to include people that are sort of on all sides of that rains. You need to have some of the resistors, some of the naysayers, so that you could understand what their concerns are and figure out how you’re going to strategize around that and and kind of take that holistic approach. Okay? Yeah. All right, so you want to have some of the difficult cases in your in your process, you’ll be happier even though even though there’s gonna be difficulty through the process and in the end, you’ll be happier that that they were part of it. Exactly. Okay, okay. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst. Metoo fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Where should we go next after we’ve assembled are our project team basically is what we’re called this group you’re ah, could project team yeah, and then you can get super depending on how big of a project is, you can get a simple as just a team versus many committees and big and infrastructures, but yes, essentially the key people who are going to be involved in this project what’s next? Yeah, i would say, you know, i like to think of the analogy of running it like a campaign. So think about naming the project thinking, aligning it, you know, explaining the why behind why we’re doing this? Actually, actually, if i had to say that’s probably the first step, okay? Because in order to get people engaged in order to get even, funding resource is to do this, we really it’s critical that were very clear about why we’re doing this project, and it should align very closely to the organization’s mission, and there should be a good business case that support set and ideally, you know, it’s clear enough so that everyone can get behind it and can just buy a few sentences, understand very quickly. Oh, this is why we’re doing this change. This is why this is so i think, it’s making sure that’s clear and understood by all parties and you’re nodding a lot, anything from the university wisconsin you won’t share at this point. Well, our project, we really had very outdated systems, and we were the environment that we were working and really changed in terms of the critical nous of the foundation as a fund-raising toe offset ah reductions in state funding and things like that. So it became very critical that we figure out how to advance our capacity to raise money. And while that was fairly clear, i think to most people there needed to be a lot of visioning for people to say, well, this is why in the big picture, what do i need to do in my own role if i raise money for this particular school or college? What are the things that i need to do to engage my constituents and to improve my capacity to work with them and have individual people really picking up on that vision on the why? Why should i do this? Not just why should we do? It as a whole. What does it mean and breaking it down into those specific things? Okay, okay. I can see how that’s going to contribute to end user buy-in exact and that the ultimate you know, we’re all our goal is great adoption and buy-in and exactly all right. All right. Uh, well, shall we go who’s got the next next idea after? Well, you know, you want to continue thinking about it like a campaign. Sure. Yeah. So we got, you know, in lining the vision mission and being clear on the why we’re doing it. Engaging the right people. Stakeholders. Being clear on what your communication plan is your strategy. So, like a campaign, you know what we communicate and what frequency to whom? Throughout the project from the start socializing concept. You know, before the project start socializing this idea with those various groups just so they get understand before it happens. What’s happening. Another idea, too, is once you start telling people about a big change, people immediately think about how is this going to be done? You know? And i think it’s important to build that knowledge up front, or at least show them a visual of, say, if it’s a technology project what that road map looks like at a very high level, show them different milestones, milestones, timetable. Yeah, that’s one way without getting into the nitty gritty. But generally, is this a two year thing? You know, in these, you know, first half of the year what happens generally, you know, because people have a lot of questions as much as you can in the beginning, too illustrate that will just ease people’s fears and anxieties. And also no. Oh, yeah, we have a plan for this. We’re not just diving into this without any knowledge and to set the appropriate expectations around it. Okay, okay, sandy, anything you want to add to that just in terms of the visuals, the before and after picture also something that shows them this is where we are now. This is what’s going on. And this is what it’s going to look like at the end. What their system, diagrams, process things, stuff like that. Okay, to the extent we know from things going change without without qualification. But here’s, the better world vision that we have for you. Exactly. Better vision we have. For your world. All right, all right. Uh, okay. So as we’re moving along now, was there. Sandy was there consulting assistance in the project management at the university? Wisconsin. There was way worked with our vendor with blackbaud on the project that did the implementation. Ahs well, as had external project management involved to help shepherd things through and keep a focus. We’re a fairly large organisation and had were able to fortunately dedicate a fair number of staff some full time on the project and budget, accordingly, to put those resources toward in the investment in the time which was right. Okay, what kind of thing this is? Maybe this should be a question for the end, but i’m too anxious to hear what kinds of things that sandy you came in six weeks before implementation. So you kayman thes e stage. Yeah, well, maybe not, but you didn’t come in. You missed. You missed the blood and gore, maybe i don’t know. Right? So what kinds of things were the people in your your team, the records gift, inconsiderate records. What were they saying about the process that you missed? Right? Well, we had a really interesting situation on my team, which is within my department. I’ve got three teams, and one of them are constituent. Records. Area had really excelled throughout the project, in the planning, in testing and definite, identifying their requirements in vetting the solutions and really working things through and spending a lot of time doing that on the gift processing side. For a whole number of reasons, they were less ready, and there was some some significant change resistance that that had gone on way too long and on, and also just capacity. There was not as much time able to be dedicated from that team. And so that’s been a very different thing that we’re we’ve had to do a lot of making up for that after we’re live, which has been a significant challenge in that area, and i went to go live. Thiss was in august two thousand fourteen, so almost, yeah, okay. All right, so one team didn’t really come along as well as give processing, right? Didn’t come along as well as the others. Okay, sametz all right, so what’s ahh let’s. See what’s next. What other strategies for helping ensure success? Anybody? Sure, i think one one thing that is important is if you’re still in the planning phase. Ideally, you are really assessing the abilities you have in house or the resource is you have to do this project project? Yes, whether you need to be realistic about what you need help exactly. So it could range from budgeting obviously being really stick about that, but also your team. So thinking about from the leadership level even do the leaders have a very specific role to play on the project to the understand what that role is to they need coaching our support. Teo, help them what’s the leadership role in this real leadership programs are now weak leadership leadership of the project team or leadership of the organization. The organization? Yeah, what’s the role of the ceo, executive director, maybe even the board and i don’t know if the board is wrong. Let’s talk about these, so i’ll talk about the ceo maybe sandy has an example, but the board, university wisconsin but at least the ceo because ideally, you’ve already articulated the case of why this is important, why does it aligned with the organization’s mission ceo or someone of, you know, executive director, executive director? Sure, they should be visible and just be kind of, you know, your cheerleader about why this is important, because throughout the course of the project, it’s going to take people’s time, it’s going to be challenging it’s just not going to be a lot of fun. Many touchpoint saying it is a task being added to evaluate wireframes and processes and after test and, you know, i have a job to do too exact looking this on top, all right? So the somebody leaders tryto help us stay on mission on mission, right on goal are mission focused? Yeah, and i think it’s just being vocal and articulating and being there and have a presence of why this is important, that this still this is the reason why we’re doing this it’s lying to the organization’s mission, and then i think that just it doesn’t feel like this is just a project thrown onto this particular department or group, and they’re on their own. But there is support from the organization as a whole that we’re all behind this. We all support this. This is important. And the organization’s i’ve worked with as a consultant that have had strong leadership, who have done that job have been more successful. Ok? And so sandy is there something board hated you? Well, maybe. And maybe not even just at the wisconsin but general engine, the board’s roll. And then if you want to and if there’s a wisconsin story, we love stories. Sure. Well, i will use their story just because i think that we were we had excellent leadership in this regard. From both our ceo president and from our board. They were highly committed from the start. Our our president had been there. This was a major initiative for him and he’s been there for five years now. So this is fairly early. The implementation was about a three year project on dso. He recognised where things needed to shift in the organization and really was pivotal in making that happen. Some of the specifics he did throughout the project is it became a regular part of his communication when you talk about a campaign every week posts that go out on our internet from him with updates for things, there was regularly a section about what was going on in the project in trying to keep people aware of what was going and constant positive, a reminder of why we were doing it and what the vision would be. In addition, our board has technology committee that received regular reports and asked excellent questions along the way they were engaged, and they still are, you know, that they still are interested in seeing the metrics and seeing things and what’s what’s happening on the adoption side at every quarterly board meeting, our ceo does a presentation and an update on adoption and utilization in various things as the outcomes that have come along, which i think is is excellent, so they’re asking for those metrics and wanting to see them is one of the best ways to, i think guarantee adoption is that if somebody at the highest levels is looking at the reporting in metrics and outcomes of what year bilich the of what you’re trying to achieve? So not just adoption for adoption sake, but when you embed those into these air, huh? Hyre measuring our performance in our effectiveness if they’re not looking at that than nobody’s going to wanna, you know, going care to adopt it. So, you know, so that’s going really well, i’m sorry. Did you say the board had a technology committee? They do. They was that for the purposes of this project or there had always been a technology committee. I’m not actually sure how long it’s been in place, but it’s an ongoing it’s a permanent okay, that’s a committee i’ve never heard of. Technology committee looks at the use of tech throughout the brothers, the foundation, right information and tech. Okay, excellent. All right for interest. What else? One of the strategies do we have as we either of you move along our project project process, we got one thing that i would say is when it comes to change resistance and and this is a little bit, you know, maybe idealistic, but the more comfortable that in organization khun b and that the leaders khun b with the idea that you’re going to lose people but some people are not going to be on board with a change in direction and that’s okay, and people mean they leave the organization organization and maybe that’s not going to fit for them and that’s that’s a tough thing. But if you’re really looking out for what’s best for them and what’s best for you, you work you want to see this is why visioning, how their lives are going to be different is really important and what these benefits are so that people can evaluate it. Am i able to really put into this and my ableto continue to be committed to my job? Do eh? Is success in this how it what i view as personal success, and if those answers are no, then maybe you could be supportive and helping them figure out their next step, and because it doesn’t help to have people, of course, and they’re going to hold it down and they’re gonna hold it back and they’re never going to be satisfied. They should. They should leave. That seems really extreme to me. Does that happen? Often? People leave. Do you know if it happened to us was constant? I don’t want to do. I don’t want a new computer system that have to work with, so i’m gonna leave absolutely it having fun. I think almost all of the implementation projects we’ve done you’ve got coming to do. They tend to be people who aren’t very tech savvy. Maybe they’re older. What kind of people do this? I know this is so alien to me. Yeah, maybe i’m narrow minded. I don’t, but i mean it’s, just a new computer system, and i understand it’s going to impact your your your work every, you know, eight to five or, you know, whatever you’re our lever, however lengthy a day you have, i understand it’s gonna be a big change, but quitting a job over it? Well, i think it depends on where people are at in their career to, you know, some people, certainly, if you are, i can completely understand being at a certain point in your career where, like, you know, i did this fifteen years ago were ten and i’m just i’m done, you know, like i’m i don’t have the energy to do this again, learning something new, you can take a long time and khun b really, i know i personally if i have to get a new laptop, i i hate it because i know even as even though i know it’s going to be a week maybe where i’m like getting reoriented and everything still dread having to do it. And so when you’re using a major system and you’re changing the actual way that you’re working, that’s, it’s really exhausting, and so i can i can see where some people, if they’ve been through it before, and they really know what it’s going to take would say, i’m just not up for this right now. Interesting speech. Do you see this? You definitely i mean, i think the sandy brought up a great example. Sometimes it is the organization it’s the time they maybe this person hasn’t been reforming necessary that well. And then when it comes to a technology project everything’s going to change and it’s their opportunity to make sure they have the right team in place because it’s going to be a lot of work. So i’ve seen sometimes decisions about staffing being made once the project starts that’s, the organization leadership bilich making that for the first direct manager, okay, and at the same time, there are some people who just disagree with that decision. And because if they’re usually going to a new system, it might be a completely different platform, totally different set of skillsets and training that they needed a lot of investment for that person and for the organization. So they may decide that this is not where the direction they want to go in and okay, you have to be prepared for this. Yes. Ok. And so and it’s? Not necessarily it’s. Painful in that it’s. Not easy, that side of it, but sometimes that’s for the best of the organization, for that individual and for the project. Okay, wei have just a couple of minutes left now, sandy, you already alluded to pretty well, i mean, like, what we should be measuring in terms of are our outcomes on dh, how we’re going to measure success on this. Anything more that you want to say or that smith so that you want to add about evaluating success? Oh, yeah. That’s a big, big topic. Yeah, i what? What? I will say that it doesn’t happen enough. And i do think that it is important from the start to set out what your success metrics are for the project and because otherwise you decided the outset. Yeah, okay, because it’s otherwise, there’s no way you can meet, you know, every something’s going to give, you know, so just being clear, what are those most important metrics? And actually, sandy had a really interesting thought she brought up in the workshop about being realistic about in the context of a project. Do you have the same goals for your organization? You know, in terms of goals, um, set of activities like are you expecting when you’re going through this technology change to have the same outputs, to have the same fund-raising goals like it might? Maybe you could elaborate on that for sure. I think so. Hopefully when you’re implementing a new tool, it’s, because you’re looking to measure something, you’re looking to change something in the way that you work and how how effective you are doing your work so inherently in that hopefully the tool, whatever reporting or whatever kind of metrics are part of the tool itself, are reflective of that that you’re establishing those in such a way that this is what we’re looking to measure in order to inform further changes in strategy or whatever it might be. How well is this fund-raising initiative working in performance compared to this one? And so inherently in those tools? By capturing that data, you’re seeing adoption and it’s a cycle at that point. So the reporting on the outcomes is helping to inform how do you change your strategy, which you, in turn, use the tools to measure again and to kind of go around so it’s a little bit, but self fulfilling in that way, in terms of success measurements, the one other well, can you make you want to make a brief point? That’s? Ok, that’s ok. All right. We gotta wrap it up chanpreet leave it there. Thank you very much, ladies. Thank you. Sweet about a cake alarm. Vice president of professional services at heller consulting and sandy reinardy, managing director. Gift and constituent records at the university of wisconsin foundation again, ladies. Thank you. Thanks very much for sharing. Thank you. Thank you. And sandy. Especially from the university. Wisconsin. You know, sometimes it’s. Hard to share introspection. Thank you for doing that. Thank you. Thank you for being with us, this is tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference, thanks so much. Inauguration social networks with amy sample ward is coming up first pursuant, their latest white paper is overcoming the major donor dilemma. The dilemma is the possible gap between data and activity. If your data doesn’t help you decide what to do, which course to take, then it’s not valuable? Yeah, time not well spent collecting it. That is the dilemma, and i actually might call it a paradox that they were this is what they wrestled with and their advice for howto bridge this gap is in the paper, it follows the life cycle of your major donor relationships, identification, engagement and cultivation it’s very much worth reading. Overcoming the major donor dilemma you’ll find it at pursuing dot com click resource is and then content papers we’ll be spelling they’ve got a new video up from the night that they raised a hundred ten thousand dollars for help for children spelling bees for fund-raising there is one hundred ten thousand dollars in a spelling bee because they include live music and dancing and stand up comedy it’s all in the video. They know what they’re doing around today’s. Um, spelling bees, not your grandmother’s spelling these. Check out the video it’s at wi be e spelling dot com now, tony’s, take two. My new video is from inauguration weekend. I was there in d c a met a volunteer collecting metrocards for martha’s table. They strengthened children, families and communities in dc jan’s story as i got to know her is a lesson on empowering your volunteers toe act on your behalf. My video with jan is that twenty martignetti dot com and it’s, the last one with luscious eleven inch hair for a long, long time last one for no other reason you got to check that out. That is tony’s take two. You better do the live listener love because amy’s ample warden, i have a lot to talk about, so let’s get the live love out there. Let’s go abroad. I mean somebody people abroad. I mean, i can’t believe asia always checking in korea multiple south korea, anya haserot comes a ham nida uh, the uk multiple. We can’t see the cities, but we know that you’re with us somewhere in the u k one of those one of the three countries china is with us new year, chinese new year. I can’t say that in chinese can neither cantonese nor mandarin. Can i speak? However, i can say ni hao and enjoy the new year tonight. Most right now. That’s. Twelve hours later is tomorrow night. Is it? Tonight is tomorrow night. Okay. Tomorrow night, because twelve hours earlier. Still tomorrow night. Happy new year. Glad we got that straightened out. Germany, germany is with us. Goodson housing in germany and guten dog. I wish you ah alvarado obregon, mexico. Buenas tarde days. Brazil is with us. Sao paulo, brazil is with us over the gado. Unbelievable. Thea foreign influence non-profit radio let’s. Bring it back. Domestic multiple new york city. I love that when new york new york checks in multiple times. Thank you. Jersey city, new jersey. Right across birthplace of my father in greenville hospital. Used to live on mcadoo. Have jersey city probably different part of the city and from where you are, you’re listening. I would bet. But that’s where he was born. New bern, north carolina is with us. Live love. Always going out to new bern. Woodbridge, new jersey, tampa, florida, houston, texas live listener love to you what comes next? We know it’s the podcast pleasantries over twelve thousand now podcast listeners ten thousand for sure old number over twelve thousand podcast listeners thank you pleasantries to you. Thanks for being with us and the affiliate affections to our am and fm stations throughout the country. Thank you for listening on your station. Whichever day, whatever part of the week that you’re, the station fits us into the schedule. Affections to our affiliate listeners. Amy sample ward. I’m very glad when she’s on glad to bring her back. She’s, our social media contributor and the ceo of intend the non-profit technology network. Her most recent car third book is social change any time everywhere about online multi-channel engagement she’s that amy sample ward dot or ge and at amy rs ward welcome back, amy. Hi. Thanks for having me back. Happy twenty seventeen, twenty, seventeen. We haven’t chatted that’s. Right. Happy to you. Thank you very much. I note that oren luis is going to be nine months in two days. Do i have that cereal? I believe the twenty ninth is his ninth month. Isn’t that? Right, i remember. I remember, uh, happy, happy nine, happy nine, teo xero another quarter, he will have been a year. I know it just goes by so fast, goodness gracious. Andi, in the meantime, well, a little after that. Ah, but before his first birthday, you have a little conference coming up seventeen ntc we do a small gathering gathering thousand twenty five hundred some like that a little chat, little chat group, community group until i like that. A little chat group of twenty five hundred people go oh, it’s a tight community. You’re going to be the warden in park marriott march twenty third, twenty fifth what can we expect? Well, um first it will be it really will be a packed house were on track to sell out in advance. So if folks are listening and are interested, be sure you register soon, but we are gonna have, you know, obviously by selling out the largest in-kind attendance so that we’ve had before. And that means we’re trying to have the most content that we’ve had. I think they’ll be eighteen concurrent sessions, so tons, tons of speakers, lots of great content and three days full, just like we have in the past on dh will be in d c so i imagine that inevitably there will be a folk using their attendance at the conference is an opportunity, tio go just a mile or so down the street, teo the large white buildings to connect it with some of their representatives and be a part of all all the different conversations that are happening now, too, which i think is exciting that that folks can come to the conference, talk about and learn about all different ways to use technology and their work to support their their organizations, and then maybe also get to be in the seat of our democracy and go connect with their representatives. Indeed, is there any part of the of the conference schedule? That’s ah around organized, so we don’t have a formal advocacy day or anything at the heart of the conference, but if folks are interested and support, we’re happy to help them make a plan for that, but we don’t have ah, because the conference really covers organizations of every different topic and mission and geography, etcetera. We don’t formalize an advocacy day in that way, but like i said, folks, they’re interested and need more resource is there aren’t sure how they would go about connecting with their representatives were happy. Teo, help them all the info is that in ten dot or ge? I believe there’s, we’re in the mid tier pricing now like the early bird is gone now aren’t regular and then comes late, but regular has another couple weeks, doesn’t i don’t yet regular is still open and it may be that we don’t even get toe late registration because we are like i said on track to sell out early. So be sure that you register now also, so that no matter what you do, get the regular rate and you don’t have to pay the late hyre rate yes or risk being blocked out completely and then exactly super disappointed, alright and ten dot or ge, it is an excellent conference all about using technology it’s more smartly, more efficiently to help you focus more time on delivering programs and services. So it’s not just for geeks by any means. I understand what people saying when i interview the man it’s tze for everybody who uses technology, and unless you’re still using index cards and pay a long paper sheets, then you’re using technology, so it is an excellent conference highly recommend seventeen ntc and ten dot org’s check that out. Um, okay, let’s, look at some post inauguration or around the inauguration social networks. You you do some research on the march? Yeah, what you have what you find out, what did you find out? They’re well, so a couple things to talk about. So i think there’s plenty that we could talk about as far as the march that happened last saturday. The women’s march, but just one. But if you are listening live to non-profit radio, which you should right now in dc live is another march happening called the march for life, which is maybe some overlap between those communities, but probably very different communities marching about a week apart and very kind of looking, comparing and contrasting that, too is interesting because there are some things that, you know, tony, you and i have talked about before best practices for engaging your community, calling people to action, things like that, that both marches really did well. And then there are some things that are very different in their approach. So first, kind of looking at the organization of it all. You know, one thing that we’ve talked about in the past, probably multiple times, is that you don’t just want something to exist in one channel he wanted to be able teo be found content wise, schematically wise, everything across different channels and i think bull marches, you know, there’s a website where the domain of the website is the same saying that you’re using the hashtag, which is really helpful for people who maybe don’t know what to look for if they see the hashtag and then the domain of of the website related to that march is the exact same words that is super helpful for making sure they know they’re in the right place on both have that going, though i am not able to go to the march for life website unless i go teo kind of a sub page from a knitter net search results, so i don’t know if their main domain is just got so much traffic that it’s down or what’s happening, but i thought that was an interesting note on that their their website maybe isn’t quite er up to speed there, and then, you know, another kind of and that’s something we’ve talked about before trying to remember when we would have talked about this, but you know, there’s there’s, the role of hash tags in in a campaign in organizing people across different geography is and, you know, i just said the two hash tags that were used were women’s march and march for life, but then there’s also inevitably other hashtags that people start using in association with those events. So then you start to see tweets that have, you know, two or three hashtags, and and it kind of creates, like a niche community within that that larger world and one that i have noticed, justin trying teo kind of pay close attention and analyze the two experiences from last saturday and then the march today is the use of the hash tag, why i march versus why we mark and there were, you know, lots of, um, signs and videos and pictures and, you know, content compilations from last saturday’s, women’s march, where people were trying teo share their story and i think also document maybe the diversity of issues that people were bringing to that march experience with the hashtag why i march and in i think, uh, a crowd setting where there’s millions of people having on opportunity to feel like you’re telling your story, there’s, there is a unique voice that you’re adding to that because sea of people can be really empowering. And i found it interesting that today there’s a number of folks within the march for life world using the hashtag why we march, which certainly you can make the cases, is a unifying message. But i think also loses a bit of that opportunity for it to feel like anyone is that’s, anyone’s, individual story and more than that, um, you know, maybe talking points or thoughts, or kind of larger ideas versus their own experience. That that was an interesting observation on dh may be lost opportunity, right? Feeling like it came from someplace central versus personal personal experience. All right, and we’ve got to wait for a break. Hold all those thoughts, let’s, keep talking, excellent. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent. Amy let’s, let’s keep comparing and contrasting these really interesting. The women’s march and the march for life going on today i love it. So the next big area and you know this is like the most important things for me when it comes teo technology. And that is how how do we use these tools to organize people? To call them to action and to have that action will be kind of either or offline, and towards riel impact, right? That that idea that social media is just kind of collectivism and no one’s really doing anything is going to be a self fulfilling prophecy. If all you ever ask people to do is click on things, right? So one thing that i was paying attention to, of course, since that is my my area of passion, is how both of the kind of organizer’s behind the marches focused on that. And of course, that means what are they doing ahead of time? How are they planning that? How are they getting consistent messages out, etcetera? And one thing that i was very surprised about is that with the women’s march, there were, of course, you know, not everyone can go to d c so there were marches all across the u s and actually even internationally. And they were all organized to happen on the same day, so that your amplifying that experience it feels like a shared experience, regardless of where you may be participating. You know, everyone in all those different cities is using the same hash tag, etcetera. But with the march for life there are also some some local marches happening in various cities, and they are not all on the same day, they’re kind of scheduled on various days come across a two week spread which i thought that’s again. A huge missed opportunity when it comes to creating that shared experience that people are all kind of in support of and and sharing this message that they would happen on all different days just feels disconnected. What do you mean? Ok, i mean, smart people put these things together, what’s the what’s, the other side of that. Why might they just to extend the time of the messaging and the conscience consciousness? Really think you could argue that it is? Extending the time that also it’s enabling, you know, local organizer teo time the march with maybe other actions or speeches or things that are otherwise happening locally at a different time, i think another reasoning that i’ve heard in general when it comes to more distributed timings like this is that way people have kind of their own day locally, but then everyone’s paying attention to the central event. But i still you know, if i was in charge, that wouldn’t be my strategic think the shared experience stronger. Okay, right you wanted to buy the same day same hashtag we feel the feel the joy and the passion across the world all over the same six hours. Yes, exactly. On dh then the last piece that i wanted to kind of compare and contrast that i thought was really interesting is so so what are they doing to drive folks toe action, right? Like the march is one action but that’s not going to be what changes the hearts and minds of politicians, local and national. You know, etcetera. So? So what? What are the other actions? And because the march for life is happening right now, i noticed and took a quick screen grab that in their live stream they have been flashing up. Ah, tex call so you would, you know, text ah word, teo, a certain short code on dh the word that you’re supposed to texas march for life, but i’ve noticed that had changed for two the number for which i think is very confusing because then your hashtag is spelling out fo r so there’s, i think a quick place where people are going to get hung up, but that’s, what you’re texting into is basically prompt tio notify your congress people that you are pro life. Yeah, so that felt like a very narrow channel to me. Andi in the march for women right away with with all the energy from marches all across the world, they have used the same website to create a centralized action process that they’re calling ten, ten actions in one hundred days. So every ten days, there’s a new action that they’re kind of owning and pushing out from that central march website that, you know, everyone was already going to. And if you look on the march for life website, they also have an action center and at resource is etcetera, but the actions are all outdated. The very top one references ah mother’s day campaign so, again, you knew the march was coming right? It feels like a riel missed opportunity to align that energy with action. And i think the march for women organizer’s have had a very strategic eye on riel action and forward momentum from the beginning. And you can see that in the way that they’ve set up some of those. Come on, you know, both the online content in-kind of the process for getting people to move forward. Okay, wey have to leave that topic there. That’s excellent. Comparing count contrasting. Thank you very much. Way just that we have about a minute left and i wanted to get to something that that you noticed about president trump tweeting from treating from his personal account versus the at potus twitter yes, i find it so i mean, you know, i think there’s going to be a lot of opportunities where we say i have nothing to compare this to and this is surprising. But i have, you know, no idea what to expect anymore. But this is certainly one of those situations, i find it so surprising, i guess, is the word that our president trump continues to use his personal, you know, longstanding twitter account at real donald trump to tweet things out all day long, and that the official potus twitter account is just a stream of retweets of his own personal account at what i think feels very strange on dh. I think what i mean by strangers is a reflection on the voice on the message. You know that our official presidential twitter account is a is a retweet, makes it feel and is reinforcing this feeling that president trump is separated from from that role. If he’s tweeting as himself and the quote unquote, the president is retweeting it, that just reinforces to me a very strange separation. I understand, okay, thank you. We gotta leave it there. Amy sample ward. You’ll find her on twitter at amy rs ward and again, check out seventeen ntcdinosaur provoc technology conference at in ten dot or ge. Thank you, amy. Next week, grow your sustainers revenue and protect your donor’s data both from the non-profit technology conference last year. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers. We b e spelling dot com our creative producers claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director. And we have to say goodbye to him because he got promoted to station manager at que tiene que carbondale colorado. He’s been outstanding. He got us off the ground with the affiliate stations. I’m gonna miss working with him. This is what happens. The best people move on and they move up and it’s. Gratifying and disappointing at the same time. So i i need to hire more lackluster people. I think that’s the lesson. More, more mediocre. Sze, um congratulations, gavin que tiene que better be our next affiliate station. Start the music, please, sam. Congratulations, gavin. And lots of good wishes to you. The show’s social media is by susan. Chavez. Our music is by scots. Dine with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and greet. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe, add an email address card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 4, 2016: Increasing Your Donor Retention & Social Media For Year End

Big Nonprofit Ideas for the Other 95%

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Rachel Clemens & Sean Doles: Increasing Your Donor Retention

Keeping the donors you have saves money and increases efficiency over acquiring new ones to replace them. Retention tactics come from Rachel Clemens, president of Creative Suitcase, and Sean Doles, vice president of mission advancement at YMCA of Austin. We talked at the 2016 Nonprofit Technology Conference.

 

Amy Sample Ward: Social Media For Year End

Amy Sample Ward

Amy Sample Ward returns from maternity leave with social strategies that close out your 2016 and align with your critical 4th quarter fundraising. She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 


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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, marcus t coleman jr he tweeted, if you work for work with or support non-profits you should give twenty martignetti is podcast i listen insightful and practical interviews, marcus, thank you so much for that insightful, impractical that’s. Um, but that’s that that says it, i mean wonderful and magnificent would be would be called keeping cubine tra in context with the superlative culture that we have but insightful, impractical. I do appreciate that. Thank you very much. Non-profit radio is in the white house with marcus because he works for the white house office of faith based and neighborhood partnerships. So cool he’s at mt coleman jr marcus, thank you so much for loving non-profit radio very appreciative. Congratulations on being our listener of the week oh, i’m glad you’re with me. I’d be hit with book arai assis if you wormed in with the idea that you missed today’s, show increasing your donor retention, keeping the donors you have saves money and increases efficiency over acquiring new ones to replace them. We all know that retention tactics coming from rachel clemens, president of creative suitcase, and sean dole’s, vice president of mission advancement at y m c a of austin. We talked at the twenty sixteen non-profit technology conference and social media for year end amy sample ward returns from maternity leave with social strategies that close out your twenty sixteen and align with your critical fourth quarter fund-raising she’s, our social media contributor and ceo of inten, the non-profit technology network on tony’s take two new non-profit technology conference fund-raising videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers wee bey e spelling dot com from the non-profit technology conference. Here are rachel clemens and sean dole’s talking about donor welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this interview is also part of ntc conversations. We’re in san jose, california, at the convention center. My guests now are rachel clemens and sean dole’s that’s very nice wave wave to sean metoo dignified coming from austin you’re supposed to do who you are. Right, it’s. All right. Rachel is president at creative success non-profit communications firm. Creative suitcase. What did i say? Creative success also. Creative success. Very successful case right there. All right, let’s. Try it again. President. Creative suitcase non-profit communications firm and sean dole’s is vice president of mission advancement at the y m c a of austin. Welcome, rachel. Welcome, sean. Thanks, feminist. You’re very welcome. We’re going to get to your topic on dahna retained shortly very shortly. But i have to shout out the swag item for this interview, which is from phone to action and a cardholder for the back of your iphone. Of course. Peel off the adhesive and stick it. Stick it to your phone, and then you put your phone toe action business card in it or your subway metro card or your whatever other drivers license, et cetera. Very practical. Goes in the swag pile for today. That’s our ntcdinosaur pile it’s pretty good. It was bigger, but it got stolen overnight. You believe that? I had an auntie. I’ll score through the scarf. Got scarf. You can’t trust these non-profit folks know who’s after hours i was here, so i was. There till six. Thirty oppcoll okay, come back and see us increasing your donor retention, rachel, when we not getting quite right, some i’m not imputing all non-profits and all practices, but what are some non-profits not getting quite right about some of their donorsearch practices that are leading to too much attrition. So the reason we want to talk about this today was we work a lot with our clients to dio urine strategies or giving campaign strategies, and what happens is a lot of the times were doing the strategy we’re doing the design, and then we asked, what you going to do to cultivate these donors after the fact and there’s not a good plan for that. So what’s happening is they’re working a lot to get new donors in the door, but not necessarily working to keep the donors that they’re getting right, which is a problem. We have very high attrition rate right? Right? I’ve heard as high as seventy percent. You have you have a different number? Yeah, we have it. The number from bloomerang that forty three percent comeback for three percent fifty. Fifty seven percent. Lost right still over. Has still high. Yeah. That’s. Terrible. After all that work, i feel like it should be, like two or five percent, right? Yeah. Only because you know how much, shawn? Because we know how much it costs, of course. Toe replace a donor than to retain one. Right? It’s it’s. Infinitely more efficient to retain that donor. Keep them happy. Yeah. Okay. Okay. Uh, let’s. Jump into some strategies. My voice just cracked again. Like thursday today. Jump. Okay. Reverse puberty. Twelve years old. Yeah. One of your wanted someone a reading from the recession description to expressing gratitude. Stewardship? What can we do better around stewardship? Let’s, start with you, sean. Well, i think first and foremost, you have to have an organized plan, and then you have to execute on that plan. You have tio be judicious. It has to be realistic in terms of its sustainability. Dahna it has to fit with your level of resource is whether it’s cost or staff time. It’s gotta be realistic. So you got you gotta. You gotta create the plan. Then you gotta execute on it. And you know if you can do that. You will see a tangible result from it, and and you have to be flexible along the way. Sometimes you you have the best intentions with a plan. And then reality gets in the way. You have to adjust your not going toe get to everything on your plan. Maybe. Or maybe you try something that you intended to do and it’s not working the way you had envisioned. You got to adjust, but donors will recognized the effort made to thank them, too. Communicate the impact of their gifts. They recognize that in it. And it is that that appreciation is manifested with recurring donation. What what types of things? Rachel belong in our are our stewardship plan strategy, right? So i think the first place is what are you going to do? What? The tastic tactics you’re going to put in place? So is sean mention thanking them so cumulative. Thank you’s, both online and off. So you might look a email strategies, impact videos, any sort of mfa graphics that might be appropriate to show impact. You also want to think about, huh? Okay, basically, the reason you want to do a lot of those things is that you want to remind them why they give in the first place. So thinking about why they might have given segmentation is also something to think about. So when they give the first donation, why are they giving you might ask them what particular focus area they have so that you can do many campaigns to them around those focus areas moving forward, so there’s air some tactics, and i think another key point is is personalization. To the extent that it is possible your organization’s may have thousands of donors, but to the extent that you can cut through and have a one to one communication to them that says, tony, thank you for your gift. Here is how you have made an impact on someone’s life, including if if we know if they’ve if they’ve given it to a certain campaign, right? We’re certain program recognizing that and and and i realize we’re at a non-profit technology conference, but in this day and age, something as traditional as a hand written note or a personal phone call such kari carries considerable currency and can be some of the most effective forms of stewardship that we could do. I’m a big fan of handwritten notes there, so they’re more effective now, then they then they were twenty years ago on the y has the benefit of having children as part of their after school campaign, so they’ll use kids will create bookmarks as part of can’t arts and crafts project. Hey, we got another arts and crafts project for you were making book bark, so we’re making placemats and we get a thousand kids making place mats and then we turn and we share them with our donors and anecdotally, those air, some of the most effective stewardship pieces that we create, people say our love, this bookmark it puts a smile on my face every time i you know, i’m flipping through the pages of my favorite novel, retouching of course it’s sweet it’s, handmade child made made in the usa what’s not to, like made in austin, texas. That’s. Right? All right, all right. What else? Stewardship meet such a broad topic? How else should we be thanking our donors and in the process? You know, as you point out, rachel were cultivating them suddenly for their next gift. So what else can we say about stuart, i think another thing to consider our reactivation campaigns or win back campaign, so for example, if if you’ve got a large database, but you’re not getting a lot of engagement from that database, segmenting those those donors in the database that you would consider an active so you would define what makes an active donorsearch o r there’s someone who’s given in the last year, they opened our emails, click right? You take the enact of bunch and you take them through reactivation campaign. So basically, you say, hey, we haven’t heard, you know, we haven’t. We’ve missed you. Um, we’d like to re a connect with you or this is the last time you’ll hear from us, and at that point you’re asking them toe op back in you’re not asking them to opt out, you’re asking them to say, i still want to get information from you on, but once you do that, you can take him through sort of a re welcome siri’s or something like that that would basically re engage them, get them interacting, opening things again before you go and ask for money can go it’s, not an effort, teo ask for money right out the gate. Okay, so it’s more just trying to get some engagement. Yeah, show that they’re still interested. Okay, okay, education. Re connect them to the cause. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti, dot com that’s t i g e n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. And, you know, from the outset, i think they’re several different ways you can approach this categorically one is kind of short, medium and long range, you know, the immediate recognize mission, the immediate thank you letter or communication, it goes out then what’s going on what’s going to be going out on a monthly or quarterly basis. Other other ways to conceptualize it are the online versus offline, you know, there’s a handful of things that, you know, like i mentioned the note, the phone call, you know, in in our organization, we recognize major donors by hanging banners in our wine say facilities might walk into a gymnasium or a swimming pool area, and you see a big banner on the wall many, you know, museums or schools have different sign inch opportunities so there’s there’s, you know, and then they’re they’re all the online tools now that are available. There’s obviously, emails where you can communicate impact stories, whether it’s us, short form digital videos, your email, communications, social, social media where you’re recognizing a donor through your social media channels. Dahna you’re doing much with the video in this in this category there’s a stewardship and cultivation we we do it in a way we do a lot, and it about two years ago it became ah, strategic focus for us. When we saw that, you know, we could send out an email that would have lines of lines and lines of text, and it would have a certain sort of open raid or click through rate, or we put a video there and the, you know, the open rates or the quick through rates were astronomically hyre so would much rather quick on the video watch it even if they only sit there for thirty seconds or a minute. So we put a big emphasis on video. And so we we created dahna a program that we called project fifty to which was essentially a goal of creating ah video and sending it out once a week, fifty two weeks a year that would communicate some ass aspect of impact and who was the scent, too? This would be sent to two donors or specific segmented groups within our within our donor or within our stakeholder based people that might have expressed a specific interest in water safety or childhood obesity or family that we don’t you know, we like most non-profits we don’t have tens of hundreds of thousands of dollars to buy advertising, teo, tell these stories to the community, so we had to figure out cost efficient, cost effective ways to get these stories out. And so that’s one way that we’ve done that another way, you know where i was trying to regional it sounds like you had yeah, look like you want to say something e o i was actually going toe have him speak about how they’re doing thank you videos for their donorsearch i was the other piece of it that in addition to that, we’ve done some very, very simple. What were we no budget videos using a phone smartphone? Yeah. Ah, where we take a group of kids that summer camp we give him ah poster that says, you know, thank you, mr jones, for making our summer, you know, remarkable and, you know, it’s a one minute video that you then personally email to this major donor doing the video just for that person just for that person. Yeah. And that on social it took a minute to do that video and we were we would do twenty of those videos right to made me obviously, if you’ve got thousands of donors, you can’t do it wrong, but your major donors and it can make a huge difference. They share that with their friends, their family, and then they’re going to love that, and the production value doesn’t matter if it’s in this day and age it’s accepted, i have i have a lot of guests who say low production values find its sincerity right, hart, authentic genuineness, authentic that’s what that’s, what really grabs people not you know you don’t need to make a makeup lights. Yeah, they’re used to cat videos. I mean, we’re fine this’s that moves us, it doesn’t have to be high production value, too, to be enormously moving and a great, great choice, okay, anything else around the thank you’s? The gratitude i would just add one thing coming from a visual communications background is to make whatever you’re producing to make it his visual or as compelling as you can. So there’s a lot of especially in austin, we have over six thousand non-profits there’s, a lot of noise in our space sustaining out can be tricky e-giving people, things they can engage with or that looks like something they’d want to share goes a long way just that visual communication is really important. I think sometimes it doesn’t get the web is visual. Yeah, people stand, they don’t read you kidding this thing’s going to click video? Yeah, i think the other thing too back-up actually one of the things that’s most crucial and dahna retention is actually making that first give really simple and really easy. So making the give process online like if they’re going to come through your donation page making sure that donation page the user experience on that page is optimized for your user where they don’t have to think too hard. They have to do too much work, making it super simple no again making it visually interesting. Maybe you add delight factor. There’s organization called saturday place has a great little donation feature. You hit their donation page and is very visual. You have a sliding scale of dollar amounts so you can play with it and see how the impact changes. Oh, so you slide the scale and what happens is little pictures. Yeah, there’s little icons. The change. And so it might be like apples, so you’re you’re providing lunches for saturday place or along the other side. They have they have different categories so you can provide basics, which is the lower dollar amounts or at the very high end, you can provide futures so that i mean, wow, right, that’s pretty cool. So and so, as your slideshare seeing different icons? Yeah, you’re seeing them change based on what you’re giving her. What the impact is wonderful, it’s really good, you know, the other piece of that is at the entry point designing your systems so that you can collect information that will help you. You segment to your donor’s mohr, effectively, whether you are using an offline old fashioned pledge card that maybe has a section where people can indicate what areas of focus our of of key concern to them or in your online donation page, maybe pull down menu where they have the option of selecting, you know, identifying that, you know, out of school time or or educational enrichment is of your concern to them then subsequently, when you were we’re going through your stewardship plan, you can maybe segment that group and share some some impact stories with them that are particularly that air going toe particularly speak to that to that audience so segmentation personalization, but designed that into the process from the very beginning. Okay, surveys could be valuable there, too, if you have maybe you haven’t built into the to the process where you have some donors for whom maybe they didn’t answer the question or you weren’t doing it then. But, you know, simple, like five six question surveys i’ve heard this a couple of times from a few different guests easy, you know? But you have to keep up. You have to keep your promise if they say this is the programs i’m interested in or i only want to hear from you at holiday time, you know, don’t get them in february when they talked about, you know, december, their preferred month. I think people can also use their thank you pages after a donation as a way to get some of that demographic information. So for example, they’ve just given to you, they just engaged with you. Maybe you don’t want to do it on the front end in the donation page section because you’re worried about having more fields or whatever the case may be. So putting those making that thank you, paige, work for you. You could try testing. You know, some of the segmentation questions after the fact after the way they don’t have to open a separate email survey. You know, maybe just put it right there. Could test how many d’oh. Okay? Because the reality is, the more questions you ask up front, the more boxes you require them to check the mohr attrition. You’re going ritual saying make a donation process simple. Yes. And after now, i’ve given my gift now that was thoughtful enough to ask you, how many times a year to our do they want? Do i want to hear from them? What times of yes, the moment they feel best. Right? Right? Yeah. They’re feeling great. And they’re giving moment. Yeah. That’s. What? It could be a valuable test. Excellent. Let’s. Move. Teo yeah. I had a plan for an implement. Sustainer sustainers campaigns. We talkabout reactivation kapin about your sustainers program. What do you we know how valuable those are, right. Month after month. Just giving five dollars, twenty dollars? You know, whatever. I think the keating house, any plan is to have a plan. I mean, truly that’s where a lot of it breaks down. You know, you might have a goal to make. Increase your sustainers but it all comes down to the processes that are underlying, you know, foundation for making those things happen. So making sure you have ah, you know, a marketing template that you can work off of that you’re building a plan every time you’re getting stakeholder input into that plan, you could probably speak more to the actual implementation. Well, like, you know, in one instance, y m c a. We have facility members. We have what is essentially a sustaining member ship, that we will mark it several times. You really emphasize that toe where somebody would be paying, say, an additional ten dollars a month on top of there, traditional y m c a membership dues, right? And so in in, in order to recognize them, they get a special membership card that they swipe every time they come in, they get a special shirt there’s several other ways that we recognize them had become sort of ah, conversation piece for them and in a continual reminder of their support for the why i will run several very finite, you know, tightly plans many campaigns throughout the year like one around water safety coming up on this time of year one is we approach summer camp one is we approach after school care one at the very end of the year and will utilize the segmentation there so so that we’re only hitting those audiences that indicated we cared about water safety we cared about, you know, you know, the summer in richmond, right? And so we’re not creating donorsearch a t hg where, you know, a single donor feels like us you’ve you’ve asked me twelve times this year to give you money, you know? Wait, ideally, maybe we’ve asked them twice on specifically for the program save right expressed interest in yeah, again segmentation, yeah, for the sustainers thing i think one thing that’s interesting if you look at the younger audiences, you know, they grew up paying for things monthly, and they’re used to streaming video and paying eight dollars a month for netflix, so i think thinking about maybe how you khun specifically target that age demographic for sustainers might be an interesting test, you know, like and in it there they’re used to self where is a service? You know, it’s sort of the same model, but in non-profit world? Yeah, just excellent. Yeah. You’re right there in the habit of yeah, of being just routinely build. Okay, we just have a couple minutes left. Something about anything more around. Oh, you have some ideas about digital automation deciding which tools are best for you. So, yeah, i think the thing about data and if you’re gonna have a plan, you’re gonna be able to track and measure that plan, right? So sean always says garbage in garbage out if you don’t have a good database that’s pulling in accurate and good data, then you’re not going to get very far. Eso we you know, we talked in the session about before you look at features for databases, really looking at what your needs are, what your goals are, and you need to make sure that if you’re in development, that you’re talking to the communications department as well, you’re dahna programs anybody that’s going to touch that data needs to have some upfront say about, well, how they’ll use it why they want it. What it’s going to do for them? S o before you look at features really looking at needs and goals, what are the paint points? What the problem is you’re trying to solve with this new data base, you know? And then the other key point there is, once you have the database in place and you’re able to extract data creating reports that are meaningful that you can use in actionable way. So in other words, we create report cards, so to speak, for each of our facilities for the campaigns they run as well as for our association, where we’re tracking dahna retention, we’re tracking, you know, major major gifts, number of major gifts, number of gifts under a thousand dollars. We have all these different metrics that then we can we can analyze and see what kind of patterns emerge and then use that information. That’s really it’s not anecdotal, it’s, not a gut your level hunch, it’s riel. And then we use that to formulate strategies that will improve our performance in the next campaign. So then we owe our major donor, you know, level percentage, major give percentage. Was down. We want to formulate some strategies that are going to address that little things like that will help us create riel pathways for improvement in the future. We got some templates were goingto have up on our where slides live ones, a marketing campaign temple and then someone in the session as sean to share templates for the report card. How can we share these there at creative suitcase dot com slash sixteen and tc? Okay, they’re also in our collaborative notes, okay, people here here for people who are here subscribed to ntc conversations, but otherwise creative suitcase dot com slash sixteen and t c you okay and what’s their marketing template. Yeah, one is, ah, word template is a marketing campaign template, so it’s, like, what are we trying to achieve, who our audiences is, what our risk. So it basically ask all the questions that are hard to get to on your own sometimes seem just fill those in. It talks about tactics, you start running with that, and then shawn, is it excel docks? E think it’s actually a word i have to look and see, but well, it’ll be a template for for establishing a report card for your campaign performance that’ll be in the same place. Okay, that’s a great resource. We’re gonna leave it there. All right? Sounds. Thank you. Alright. Rachel clemens. Sean dole’s. Rachel again is the president of creative suitcase non-profit communications and sean dole’s, vice president of mission advancement at the y m c a in boston. They’re both from austin. Sounds that’s rachel too. Thank you very much. Thanks for having us over sharing. This is tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference. Thank you for being with us. Social media for year end with amy. Sample ward is coming up first. Pursuant, they’ve got another free webinar for you. Upgrade your best donors today, it’s with pursuant consultants chris taft and christian priest and they will help you identify your donors who have capacity and interest in doing more for you. Maximize your resource is to engage the right prospects and fine tune your prospect visits it’s on tuesday, november fifteenth at twelve central and to register you go to pursuant, dot com under resource is click webinars and that when again is upgrade your best donors. Today we’ll be spelling spelling bees for non-profit fund-raising spelling bees with live music and dancing and stand up comedy and spelling monisha lt’s raising money for ugh, these air ideal for that because fund-raising is but this is all about is great fun, but it’s fund-raising as well. Check out their video we b e spelling dot com now it’s tony’s, take two, i’ve got more non-profit technology conference video interviews for you these are all on fund-raising donorsearch vase growing your sustainers revenue byway non-profit times just had a recent story from blackbaud sbi pecan unconference something like triple digit revenue hikes from sustainers, and they’re quoting chuck longfield who’s, the chief scientist at blackbaud, also a non-profit radio guest, all the smart people around non-profit radio s o sustainers revenue very, very timely and smart email marketing and dahna retention, which is today’s interview, but you could watch the video. They’re all from the twenty sixteen conference hosted by the non-profit technology network. Of course, my video on the beach introduces thes four videos and has links below it’s at tony martignetti dot com. And that is tony’s take two. The phone just rang and i know it was amy sample ward, maybe step award. How you doing? I’m doing well. How are you? I’m wonderfully thank you. Let me give you a proper introduction. Our social media contributor and ceo of inten, the non-profit technology network. Her most recent co authored book is social change any time everywhere about online multi-channel engagement she’s that amy sample ward, dot or ge and at amy r s board are for renee. Of course. Welcome back. Of course. Thank you. I’m glad to be back. Yes, that we did chat, you know, briefly on the three hundredth show, but now you’re officially back from maternity leave. Congratulations again. It’s. Wonderful. Thank you. Yeah. And and on that show, which was july twenty ninth, little lauren lewis was three months. That was his three month birthday s. So now, he’s. Just a little over six months, right? Yeah, exactly. Outstanding. Eso excited. So exciting for you and max. Wonderful. Yeah, it is exciting. And it is crazy that he’s six goes fast. I heared from all my friends who have children. I don’t know, personally, but my niece and nephew it does go fast. Yes. You have a little ah, little baby anecdote, little baby, orin louis anecdote. You want to tell her anything? Ah, that his peculiarities or anything? You sure? You know, i think every baby is different and he’s got he is certainly a product up his parents. When we meet up with other people that have babies, he is the only one who is constantly trying to talk, try to like, touch and engage all of the other big its crew. They’re all just lying there looking at him. Multi-channel he’s trying to talk to boys multi-channel engagement strategy has seen a lot of ourselves in him already. Cool. All right. That’s. Great. Multi-channel engagement. Listen. Seventeen ntc registration seventeen to twenty seventeen. Non-profit technology conference registration just opened. I note way want encourage people to go to that it’s an outstanding conference registration just opened three years ago on the first, and we’re already at record response. So we know this is going to be a really big ear. Excellent. All right. Just, uh, just he’s. Just this, like, weak or not? Even what? Today’s the fourth, right? So just in three days, you’re already ahead from this time last year, three days in last year o ahead from any year, yeah, standing, congratulations. Okay, so people goto and ten dot or ge and then i don’t even know do you have to click on the events tab? But now it just opens it and take you right there on the stage and ten dot org’s okay, go to the conference for pizza, but this one is in washington d c right? Yeah. It’s in washington, d c march twenty third through the twenty fifth and you know, dc is always our largest year whenever we go to d c because so many organizations air there or have partners there and feel like, you know, they’re they’re used to travelling there, so we know we always plan for the years that were in dc to be the biggest we’ve had, but it’s always like the biggest we’ve had until that year, so we know this year will be kind of the record that we’ve ever had until sometime in the future we go back, but yeah, it’ll be it’ll be fun. We’re planning all kinds of fun things. For this next-gen outstanding, always lots of hundreds of smart people speaking and it’s a very smart conference. So go and learn how to use technology wisely wiser in your social change work. That’s cool, i said, we want to talk about some some strategies that you have for year end social media um, and before we before we jump into, like, different strategies, i would like to start with how to evaluate whether we’re doing the right thing or not through our social engagement strategies. And you like google analytics for that? Yes, i mean, i think the biggest thing both kind of tio, this piece that you’ve brought up and more broadly to the idea of social media around you’re in campaigns it’s so frustrating and dishearten name to me when i see organizations or talked to organizations who are, whether it’s a you’re in campaign or any other time of the year and social media is like a compartment of itself it’s over, you know, on one side, and then you have, like, all these other people and and channels that you’re working on the campaign, and i feel like that’s, just setting yourself up to seo. Social media is invaluable toe, right? Because it’s not even a part of your plan and it wasn’t part of how you thought of the strategy, and it was only later that you were like, oh, gosh, we have this campaign going on let’s tweet a bunch about it, but that’s not that’s, not integrating right disintegrating social media into your campaign, you know, that still an after thought, and i think, um, just recognizing that you wouldn’t say, okay, we’re going to launch this fund-raising appeal for the end of the year, and we’re not going to tell anyone who’s going to work on the e mails related to it until, like, the day of, well, you would never do that. So why’re you doing that with all the social channels, you know, here don’t make social a step child? Thanks. Well, just don’t make it a separate no don’t help integrate. Integrate. Yeah, yeah, right. So so in our planning way want to build in analytics? Yeah. Okay. What? What? What advice do you have around specific? You are l’s? Or how would you like us to do this? Yeah. There is a lot with with google analytics. That you can do i mean, first, i always think you should go into planning campaigns with some sort of information already. So looking at your google analytics before you start planning your campaign to say, okay, gosh, what parts of the site are people using? I’m sure many organizations have a donate page that’s up year round, you know, our people even going to it to the rest of the year if they’re not then putting your year and campaign information on that donate paige is probably not going to get a lot of eyes right because no one’s going that way. So do some of your homework before you start planning using google analytics looking how people are using your site, but then also, you know, google analytics separates out traffic, evaluate what kind of social traffic you have for us, say direct links, which a direct link is often you know, that you sent him emails and someone had a direct link into your sight. We have to search or anything, so figure out what that incoming traffic flow is like now, because otherwise you’re going to spend planning your campaign, you’re going to want you and be like, oh gosh, we have all these people visiting our website. Well, maybe you already had that be visiting your website. You know you’re not gonna have anything to really inform your evaluations think doing some homework first on how people are using this i and also how people are getting to the site if they’re coming from social channels, they’re coming from email so that when you plan, you plan with those pieces in mind and then once you’re running the campaign it’s really not difficult, and there are plenty of resource is if if you want some step by step guides on using google analytics to set up what are called campaign girls so that you can instead of just always writing, for example, and tend that order, you can have a longer you are all that is still just sending people same page, but that girl has some important code, innit for google analytics, so it knows this is a link that you’re only using on social media for this specific pain, you know, here’s a different version of that code in that girl that you’re going to put in your email and that way you can say okay, we’re all obviously sending people as much as we can to the donate page or two, you know, to the ntc page. Um, but we’re able to look in guru bilich cincy, okay, a lot of the people that are coming are coming from social media, and those are the ones who are, you know, staying and going to the register page, etcetera, and then these folks coming from email, you know, they’re not coming as much or or whatever the situation is, but using the campaign you or else we’ll help give you so much more information about who’s responding, who’s coming to that page and how they’re taking action, okay? And it xero so it sorry, yeah, you’re you’re monitoring where they’re coming from and where they’re going to all in that bowling, that girl because of where you because we were in place because where you place it? Yeah. Okay. Okay. Brilliant. Okay. And there’s, of course. There’s tons to be said about google analytics. I think i think i’ve got an interview from one of the ntc on google analytics. I know we have one on google adwords, but separate. I know there’s. We could i know we could do ours on google analytics. Oh, totally. And like i said, there are resources to help give you some step by step if you’re new to using it. But it’s google analytics is free. You should be using that, and it does not take on incredible amount of technical knowledge to get it set up. You just have one little line of code you need to add to your website, and then your account is activated and you and you could do all this tracking. Yeah. Okay. Okay. Any you mentioned resource is do you know any off the top of your head that you can recommend? Yeah. I’m happy tio tweet a few and sent him to you to post up with the the archive. But with the takeaways, i could put him on the facebook page. Okay, you know, if you’re okay that you could do that? Sure. Um, okay, is there any other point you want to make about the analytics before we get into actually doing the campaign work? Well, i guess the last point that i’ll make kind of to wrap it back up to where we started is that if you don’t do that homework at the beginning to create some sort of benchmarks when you launch the campaign and you’re trying to kind of report out to staff or even your board about how well it’s going it’s going to feel really arbitrary to say, one hundred people from social media donated, right? Well, great. What is that compared to before the camera? That, yeah, so do that homework so that you could be informed in your planning, but also so that you can kind of report against that benchmark, you know? So so you’re reporting makes sense and has some context. Okay, very good. If we’re going to do this as part of a campaign, then we need to have consistency across all our all our channels, right? Yeah. I mean, one thing i always think about just in our own planning it and ten is that regardless of the age, demographic and regardless of the channel, that the donation comes in. So even if somebody is going to write you a physical check, the majority of people still go to your website before they make that donation. So even if they are following you on social media and that’s where they saw the ask and they’re going to do it online donation people are still kind of following up on your ask and and what it is that you’re potentially working on before they donate. And so the the huge opportunity there is to recognize that you’re not necessarily always going to know where they saw that ask and what is it? What other piece of your work they’re evaluating? So creating some consistent experience around that is huge, and it doesn’t take a ton of work. Most organizations are already going to create some sort of collateral or brandy material for their campaign, so making sure that you have those same images in the right dimensions, right cause, of course, every platform wants to have its own particular dimensions, but so that your facebook banner, you know, has an image that reflects your campaign. Maybe you are, you know, to use a pretty standard example for your ad campaign there’s, a family that you serve and you’re telling their story in your appeal letter, right? So making sure that maybe a quote from that story that’s really compelling as a standalone quote is in your facebook, the inner and your twitter banner has a reference of the same campaign. So wherever folks are kind of touching into the campaign and then moving around to evaluate if they do want to donate their there, seen the same, uh, appeal. Not that it’s, like exactly the same image over and over, and they’re just getting sick of it. But you’re within that same world of the campaign instead of heading over to your twitter page and having it be about your last event, hate and it is completely unrelated and doesn’t speak to the same thing. Okay, very good. Tomorrow, let’s, go out for our break, and when we come back, i’ve got live listener love. Of course, the live love has to go out and me, and i’ll keep talking, including integrating offline, you’re offline support for your social support for your year end campaign. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, tap trends, sound advice, that’s, tony martignetti non-profit radio. I’m melanie schnoll begun managing director morgan stanley philantech management. Melanie schnoll begun is next week’s guest for the hour all right, the live listener love it’s gotta go out it’s all over the world. It’s amazing. May where we’re starting, we’re going to start a broad protest it i don’t know if i’m saying it right. Testy romania love it kayman jin germany guten tag the live listener love goes out also to norway. We can see the city but i really don’t want to mispronounce it g et u p h e norway live listen, her love to you philippines we got craze on city. Istanbul, turkey. Milano, italy, seoul, south korea, on io haserot, of course, comes a ham nida also ottawa nation’s capital canada. Checking in ottawa live listener love to you, iran. I’m sorry. We cannot see your city. But we know that you are with us. Coming into the u s st louis, missouri, rosedale, new york, binghamton, new york, new york, new york. Unbelievable. New york. Thank you for that new york love it’s going out to you. Thank you for bringing it in. It’s going out, including new york, new york. Love that. Thank you. College station, texas with us live love. Eugene, oregon not oregon. I heard i was on a bus yesterday, and somebody said she was taking jetblue to oregon and i wanted tap on the shoulder corrector no it’s, oregon, eugene, oregon live listen, love going to you okay? And, of course, on the heels of the live listen, love comes the podcast pleasantries because how could we not say thank you to its really its more than ten thousand now? The numbers are going up it’s more like twelve thirteen thousand i make it official, but i want to see if it sticks before i start boasting, but we certainly have had shows where they’ve been twelve close to thirteen thousand listeners. Yes, is that consistent? Not quite, but were spiking. So podcast pleasantries to the many tens of thousands one point three, ten thousands listening. Thank you so much. Whatever activity you’re doing whenever you listen in your time shift. Thanks for being with us and the affiliate affections to our many am and fm station listeners throughout the country, including in oregon, i mentioned yugi eugene, oregon live. Listen, love, we’re on a station in salem, oregon, so if you were listening on one of the am and fm affiliates affections to you. Thank you so much, kayman sample ward. Um, here we are and, uh, let’s move along to ah what’s your next you threw out another strategy. Go ahead. What else? You want to talk about social media wise for our year end campaign? Sure. Well, i think one thing that we’ve seen organizations kind of struggle with or unnecessarily struggle with that kind of stumble with is how to balance their own kind of full year and campaign with these e-giving days that are now more prominent so e-giving tuesday often is happening kind of in the middle of people ar e having their own urine campaign, and then sometimes towards the end of the year, sometimes at other times of the year, you know, different states or regions have their own kind of local giving day. And so how do you balance all the effort that goes into, you know, even just a single giving day and having visibility and donors on that with what we’re already running for six weeks? Kind of an end of your campaign, and i think that that is tricky. I think it it requires planning. For that day, when you’re doing your full end of your campaign, if you’re going tohave, you know, six weeks is your end of your campaign knowing okay in week three e-giving tuesday is happening, so is there may be a version of our campaign ass that we want to reserve, as are kind of giving tuesday version of the ask so that it feels like, you know, an opportunity to make an additional asked during the campaign that otherwise maybe would have felt like too many asked, right? Because you’re kind of taking advantage of that day versus feeling like, you know, okay, we’re going to create a whole separate giving tuesday campaign. I think organization should try to be really realistic about their capacity, because e-giving days in and of themselves take a lot of effort, and your primary effort is probably going to be your own and of your campaign, but not necessarily completely avoid it. If it is something that’s going to give you a little bit more attraction, or like i said before, an opportunity to maybe make a different version of the ass that gives you one more touchpoint during the campaign, so planning is important and also being realistic about what your team can do, you know, you maybe, you know, maybe you need to pass on giving tuesday or something else in your in your year and strategy, you know, be realistic. I mean, you know, it’s the same thing we’ve talked about so many times, like shiny object syndrome, you know, in in the social channels, no, you can’t do everything in your year end campaign that you might like, so plan and be realistic and, you know, obviously get the get those the input of the people who are going to be doing the work one i think the other part about being realistic there is that for, you know, the vast majority of organizations that bulk of donations for your end of your campaign aren’t coming the first week of december, they’re coming the last week of december. So the timing of giving tuesday as the tuesday right after thanksgiving may not be the most high traffic time or your donor’s anyway. So thinking about that, too, do not have unrealistic expectation that, you know, that’s going to become your your bigot e-giving day now, and if it isn’t you know what? What do you want on giving days that made on giving tuesday? Is that a day like you said, you know, to skip because for your community it’s not worth it? Is it for your community an opportunity to maybe make a really small, ask and get people that otherwise wouldn’t give to give just ten dollars, and then you can ask them again before the end of the year? You know, i think there’s different ways to kind of use giving tuesday as a test for your community, but for most organizations who are running a full end of your campaign that’s just going to be one little blip in the longer campaign, it could also be for something smaller and non non non financial, maybe it’s, maybe it’s a signing of a petition or maybe it’s volunteering, maybe maybe use giving tuesday is a volunteer recruitment day. Totally, i think that’s a great idea because it led people deal like they’re still participating in that day and they’re still contributing to the organization, but maybe those are the folks who wouldn’t give for soon, and they’re not going to otherwise respond to ask, yeah, and so leading up to giving tuesday and and that day, you’re taking a little break from from from the money asks, and then you get back to it. Okay, um, okay, anything else you got in that? In that respect? Um, i mean, no, we could we could talk. I mean, i want to be conscious of time and talk a little bit about offline, too, because i think a few great pieces from the interview earlier in the show today, okay, let’s do that. Okay? Like, let’s, go there, the piece about cards, you know, and thinking about those riel physical touches that make make it so much more meaningful. Um, i’m such a i’m such a big such a big proponent of the hand written note on dh and the small card that you can do, you know, you know, you don’t starita blanket and a half by eleven inch page on your on your screen and feel like i have to fill it with words for the next forty forty minutes. Yeah, it’s one or two sentences on a on a little note size card and then a matching envelope i mean, hand written envelope it’s it’s enormously touching me. Sean dole’s, sean and shauna. Rachel both said it, but yeah, i’ve been a fan of that for a long time. It’s quick, it’s, genuine and sincere and it’s uh, extraordinary. It just doesn’t happen anymore, so you’re standing on when that we’ve tried is specifically when it comes to kind of year end things, of course we love at and then we love sending cards and stickers and things all year round, but when it comes to the end of your things picking a threshold like fifty dollars or five hundred dollars, whatever is your makes sense as a line for your organization and saying, ok, anybody at that number above is going to get a handwritten card and then because that takes slightly more capacity, but then we’ll also pick a day, usually before people go off line for the holidays so, like, you know, maybe the seventeenth or the eighteenth of december and anyone who was donated by then we divide up among staff so that every staff person only has, you know, eight or twelve people, and everybody just called to say thank you for donating doesn’t ask for another gift, doesn’t the purpose of the call is just to say thank you and, you know, as you can imagine, eight times out of ten, you’re getting a voicemail anyway, because people are at work or whatever, but we get such incredible response. From people saying, oh, my gosh, you actually called to thank me for it just donating because otherwise donating is pretty human list, right? You just goto you got an email, you went to a website, you, you know, putting your credit card like you didn’t interact with anybody. So being able to have a card or a phone call to say thankyou makes it feel like we saw that you gave that gift right? And that i think, is a really powerful thing is that people have people recognize that someone’s paying attention, right? They know that i made this gift and i am seen by this organization. I think that for a year on campaign, when there’s so many messages out there and, you know, so many different competing asks it can make people really remember you that’s where we have to leave it outstanding. I agree the offline on, and it is fun. It could be a lot of fun. She’s amy sample ward, ceo of inten at amy sample ward, dot or ge, and at amy rs ward. You still got it. You haven’t lost it since the spring loved having you love having you back. She’s gone already you believe that you hung up on us? I think you’re cutting all the way cutting out so i don’t know if i could say anything ever having. Very welcome and i was saying you didn’t you haven’t lost it since the spring next week. Next week, as i said, melanie schnoll begun how to appeal to high net worth people also next week please vote whoever for it’s important. Get out, please vote. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com the beseech got lost the past couple weeks. I don’t know what happened to beseech but it’s back if you’re not responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez and this cool music is by scott stein. Thank you for that scottie with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

Nonprofit Radio for October 14, 2016: Unpaid Interns & Social Appreciation

Big Nonprofit Ideas for the Other 95%

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Gene Takagi: Unpaid Interns

Gene Takagi

There’s new law on this and it’s pretty good news for nonprofits that use interns. But there are questions depending where you’re located. Gene Takagi explains the ins-and-outs. He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 

Amy Sample Ward: Social Appreciation

Amy Sample Ward

We look at social engagement for member appreciation or your donor campaign that doesn’t include an ask. Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Network. (Originally aired December 12, 2014.)

 

 


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Hello and welcome to tourney martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. My voice is cracked now that uh oh, you know that i’m glad you’re with me. I’d be stricken with duodenal atresia if i had to digest the idea that you missed today’s show unpaid interns there’s new law on this and it’s pretty good news for non-profits that use interns, but there are questions depending where you’re located. Jean takagi explains the ins and outs he’s, our legal contributor and principle of neo, the non-profit and exempt organizations, law group and social appreciation. We look at social engagement for member appreciation or your donor campaign that doesn’t include an ask amy sample ward is our social media contributor and ceo of n ten, the non-profit technology network that originally aired on december twelve to twenty fourteen on tony’s take two i cracked again to twelve years old, thirteen years old. Oh, tony, say to trump and and tc videos we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee. Fundraisers, we be spelling dot com. Jean takagi is with me. Very glad of that. Glad he’s back. You know him? He’s, the managing attorney of neo, the non-profit and exempt organizations law group in san francisco. He edits that popular non-profit law block dot com. And he is the american bar association’s twenty six eckstine outstanding. Non-profit lawyer he’s at g tak. Welcome. Outstanding non-profit lawyer. Hey, welcome. Outstanding non-profit radio broadcaster. How are you? I’m great. Thank you very much. Thank you very much. I don’t know. Have you been live? Yeah, you have. You’ve been live since since you got this outstanding non-profit lawyer award. Yes, once or maybe twice. But yes. So it is not the first that listeners they’re hearing it, but it bears repeating until twenty seventeen and then it’s old news and you’ll have to re apply, i guess. Hey, guess but this is my first time i hit the first lot of your show. So i’m honored. Was this the first time you’re in the first half? Is that right the first time? Oh, ok. That was not intentional. Well, see, these are the perks that come with being the american bar. Association outstanding. Non-profit lawyer during the’s the perks that come with it now twenty seventeen, we’ll be back down in the aisle. Squeeze you into tony’s. Take two. You get a minute and a half. Okay. No, not at all. Not at all. I love having you. You’re our longest running. You know, we’ve talked about this every every every july when there’s an anniversary, the show we talked about this, you’re the longest standing contributor, so by no means denigrate that. All right, we are we are talking about you have unpaid interns. So, um, i want to set the stage a little bit altum in in august, there’s a federal court in new york that applied a new test to dismiss an intern’s lawsuit against the hearst corporation. And just parenthetically, i think he or she is now screwed in that career that they’d better go back to school and major in something different because their their name is dirt in whatever they’re they’re majoring in now. But any case that was august and then there’s a federal court down south in that covers alabama, florida and georgia that applied that same new test uh, which we’re going to get through all this, but but the rest of the country is a little uncertain. So i just want to set the stage for you to explain to us, um what? What is the what is the problem here with non-profits and volunteer interns? Sure. So maybe if i if i take a step back to tony, you know there are employees and there are volunteers, and if your employees, you’re paid in your subject to, like, wage and hour laws and all of the rest, right? So everybody knows that and non-profits especially charitable non-profits often rely on their volunteers very heavily, and volunteers are so so important to so many non-profits, but it becomes a little bit tricky when non-profits decide they want to pay their volunteers. You know what they might call a stipend and it’s really important to determine whether by paying the volunteer, you’ve actually converted them from being a volunteer into a worker who’s paid right, which might typically be an employee. This is when you triggered all the employment, right? This is similar to what you and i have talked about with independent contractors just because you label someone an independent contractor. Or a volunteer or an intern doesn’t make it. So exactly so the legal definition. So, i mean, you know, part of you know what a non-profit might do is if somebody like that person in the hurst case said, hey, you know, you called me an intern or a volunteer, but i’m not on. I actually have gotten some sort of payments. I should be treated as an employee and, you know, the subject, all of deals, employee rights, i should be able to exercise them well, it’s not the label that created. So perhaps they have a case and there was enough of the case, and i think it might have been a class action or just multiple plaintiff sex bob um, in that case, but so labeling them a volunteer or intern, but giving them a payment might make them an employee. And so that’s, what you have to be careful of and the fallback position before all of these new cases, we have some guidance from the federal department of labor, and they just gave us a sixth element tests, and we’re not going to go through them all. But basically the internship experience has got to be for the benefit of the interns and one of the factors and that test is that the employer that provides the training can derive no immediate advantage from the activities of the interns. Yeah, and that’s a really tough criteria to place. So you’re you’re taking on an intern, you’re supposed to train them, you’re not supposed to displace any regular employees that you have, so they’re not just, like, take the role of an employee. It’s got to be for their benefit and in in that department of labor guidance which still serves most of the country the employer khun derive no immediate advantage. So it’s like that the intern can actually benefit your business, right? Not even not even marginally. Now you have the you have the six that are standing throughout big parts of the country and, well, all in detail at non-profit law block dot com. So yeah, why don’t we put in the more references in there? I hid some of them until we do this. I saw that you had your very clever. I really appreciated that you people need to goto non-profit law block dot com if they never have but and go back if you have been. But yes, you said, you know what advice for the future chicken after the show, we’ll add it after the show and you said what’s the current state or, you know, what’s new what’s the new trend checking after the show. So you you kept i love that. Thank you very much for doing that. I was really i wanted to comment, but you had comments blocked you had you don’t allow it. You don’t know your allow free discourse on on your on your block. Did you know that is that it started to become a trend on on that elearning perhaps we could talk about that another day, but we sort of get off track with the comments. Uh, really good political in every oh, jeez. Okay. Okay. I understand. All right, so but i did want to comment, but alright, so, yeah, the the this longstanding department of labor, the six test, the sixth element test, and then the different one is the new one is seven elements yet was very weighted to the in favor of the internet and against the employer. Basically is what i saw in those six yeah, well, it definitely could be read that way. Much of this is the same actually in the new test, but the big difference is that the employer can derive no immediate advantage is not in the news and it’s. More of the new one is, uh, more of a balance versus the old one. Or maybe current in a lot of places. The six elements you had to meet all six. Yeah, versus the new one is a balance. Or were more flexibility. Okay, i think i feel like we’ve done a lot of teasing the listeners we’re going, we’re going to flush it all that, you know, you know, you know what? We’re not gonna let you down, you know that? All right, we got to take our first break, gene. And this is what happens when you’re when you’re in the first segment. There’s early break. But then we get a long stretch together, so stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. I feel like doing some live listener love good. Jean, if you will indulge me, let’s, let’s, start abroad and ah, actually, let’s, let’s start in japan. Gene. Gene, you do you speak japanese? Gene schoolauction okay, i guess. I mean, that means a little bit. Okay. Okay. Well, i we say konnichi wa am i? Am i pronouncing that correctly? Like you are very close. Cooney is that better? Yeah, that was better. Okay, um, i exaggerating it or is that good? Well, we’re got it. Okay, thank you very much. Ok. Last time you’re in the first segment. That’s the end. Of course we have listeners from japan, but we can’t see your city today. For some reason, cities are masked and same thing in career we cant do you routinely can see cities but korea? Of course, on your haserot comes ham, nida and mexico city mexico bueno, star days. Glad you’re with me in mexico city. I love mexico city’s very nice. I’ve been through there a couple times norway again we can’t see your city but norway welcome live listen love to you and the philippines philippines live! Listen, are left to you that’s a new one? Do i think i’m not sure you’ve been with us before? Beijing is with us always so gracious multiple in beijing ni hao and also san juan, puerto rico would that be a way to start? Is also a way to start is, of course, san juan wellcome back here in the u, s, brooklyn, new york and new york, new york love it, love it! Brooklyn, new york in new york, new york live! Listen love to you st louis, missouri and garfield, new jersey look at this, i love it! And uh oh, late, late check in changsha, china also? Well, of course you get knee how as well for the doesn’t matter late chicken glad you’re with us in changsha and also las vegas, nevada to get some new ones garfield, new jersey brand new lovett and las vegas. I’m not sure you’ve been with us before, okay, we’re going to do the of course with live listen, i’ve got to have the podcast pleasantries and affiliate affections, but i’m gonna divide them up today. I’m feeling avant garde so those air to come. I never forgot coming. Okay, jean thank you for for hanging in there with me. Well, i get verbose, but it’s thanks. It’s. Gratitude, i think. It’s well placed verbosity. All right. Okay, so we are. We were talking about the difference between the two tests. The longstanding six elements all had to be met versus the newer one. The seven elements more balanced and s o fairer. I thought in my that’s being very subjective but in my opinion seemed fairer and friendlier to employees. Employers sorry, friendly to employers. So, um, let’s let’s talk about the newer because you summarized and again, the details are all a non-profit law block, dot com let’s talk about some details of the newer test that that got applied just in in august. It came from last year, though, right? Yeah, it originated. So for lawyers out out there, i’m probably very few. But the appellate chords sort of determined the law because a different district court might be on different sides of and then the powered court takes it and says, this is what everybody lower than us have to abide by and and the hearst corporation case with the lower court that applied the new tests that came from the second circuit, which includes new york, connecticut in vermont. So that’s, the appellate court that covers all those three states, they came down with a case called glad versus fox searchlight pictures. And i only bring that up because that’s the black swan case if anybody saw the portman movie oh, yeah, was he was based on an intern claim from from that project. So the second circuit said that hey, the department of labor test that’s not the approach we should use anymore. They actually said the approach we adopt reflects the central feature of the modern internship, which is the relationship between the internship and the interns formal education. And they said no six elements of which all of need to be met. Aziz said before it’s seven factors that were going away and the whole idea behind this is who benefits more the employer or the intern. Okay, so there’s the balance we get, we get the way a bunch of factors and see how how each of them comes out. Is that it? Basically, yeah. And that’s the modern approach not saying the employer can’t derive any benefit, which is the department of labor test, but saying, who benefits more the employer or the intern now, is this, uh, is this an an example for people who think that our courts are activists? Now we’re getting political, i don’t do politics, so we’re not going. I’m not going to give my opinion, but ah, of whether this appropriate or not, but this and this this is basically court made law, right? Because it’s the appellate court superseding a longstanding department of labor so executive branch test yeah, and, you know, the laws are either made by our legislatures or they’re made by our administrative edges agencies, they’re executive agencies, but if the you know legislature, does it there’s a lot of discussion, a lot of lawyers involved the administrative agencies khun do it just like that, right? So they create regulations that fall within the rules, and they’re trying to interpret them and it’s only through the court that we understand how to interpret their regulations and whether there are regulations are actually constitutional are consistent with the loss of this is the balance and check to the regulations and basically here we’re balancing the department of labor’s. Right. To create the tests and say that this is this is what the statute really contemplating. Okay. All right. So one one person’s balance of oven executive. Ah, executive regulations would be another person’s arbitrary lawmaking by courts. So there’s, the there’s, the two sides. And then we leave it there because this is not a political show. Okay, um, activist activist courts. Okay, so let’s, talk about the seventy seven factors in this balancing test. Um, on go. They all start with the extent to which so there’s your balance. You balancing phrase? Glad jean, once you get started. Sure. So the first is that both the intern and the employer clearly understand that there’s no expectation of compensation. So both parties no it’s, a volunteer position. And if there’s a stipend paid, you know, that’s that’s above and beyond what was expected, the expectation is no compensation. Okay? And it is a stipend that is in aa compensation for expenses that are that are paid out by the intern. Is that the stipend? Well, the stipend can actually even be a payment. Well, it could be a reimbursement for what the internist spending on. Their own, like, you know, the even transportation expectation, right? Commuting or the stipend could just be kind of saying, hey, you know, we know you’re working here for free, and we’d actually can’t afford to keep you as an employer, and we’re going to make sure that we fall within the department of labor’s or the court idea of an intern, and we’re going to give you some money. It might be five hundred dollars for the month, for example, and an employee minimum wage would be a lot higher than that. But you’re allowed to give entrance stipends within reason of longer. They really are unpaid interns and under these guidelines yeah. Okay, again, this is one factor out of seven. So a stipend is not going to kill it, but not like the old test where all six elements had to have been met. Correct. Okay. Okay. All right. So cool. All right. So you could give a reasonable stipend, a song that doesn’t look like a salary. Correct. Okay, okay. All right. What else we got there? So we got to that. That the internship actually have to provide training. That’s going to be similar to? The type of educational training that they would get in an educational environment, like, like in the school or in the clinic or something like that. So it’s inside a real life location, working location, but it’s still going to be a training element that’s really important, which makes sense. Okay, in addition to that, it’s got to be tied. The internship has got to be tied to the interns formal education program. So there’s got to be some sort of integrated coursework or the internet’s got to receive academic credit for it. Okay, now this is the second one about the the training similar to that which would be given an educational environment that seems like i don’t know is that? Is that common? I mean, i’m out of the workforce. I mean, i i i’m i’m unemployable, nobody would hire me. I’d be too much. I’d be way too much trouble. Way too many headaches. I’d be a you don’t want me, so i’m out of this. Is that pretty common? Like there is formal training sessions in an internship besides doing the day to day work? Yeah, you know, we would recommend that that be the case. It doesn’t. It doesn’t have to be like every day, and it doesn’t have to be like, you know, five hours of the eight hours that they might work. But there has to be. There should be a training element again. It’s, it’s, it’s. Not absolutely required, it’s part of the balancing test. But having a training programme is a really good tip. Okay. Okay. And then, uh, the extent to which it’s tied to the interns formal education program. So you have that might be, you know more about the class that they’re in. You know, they might write a paper about their experience at the internship. That would be integrated course work. Or they could just receive academic credits. Instead of taking a class or a clinic at school. They might just get credit for serving as an intern at a particular non-profit. Oh, well, that’s. Very common, right? I think the school credit comment. Yeah. That’s ah, it’s something that would be very important. Teo, incorporate. Okay. If you had a client, you would recommend that their interns air getting academic credit for the work they’re doing. Yeah. Or at least having their coursework recognized that they are interning at a particular non-profit and that they’re completing some sort of assignment related to that. Okay, okay. Actually, i said if you had a client, i didn’t mean to suggest that gene takagi sze practice has no clients. That’s, not the case as you are counseling your many, many clients, you would recommend what i just said. Okay, um, all right, let me i mean, i’m going to read one. I feel i feel like meeting, um, the extent to which the internship accommodates the interns academic commitment by corresponding to the to the calendar. So you gotta weave this within. What? What the intern is doing over over at their university. Right? So you don’t want to go. Hey, i know you have a class between nine and three on monday, but we’ve got work needs. You better come out here or you’re gonna lose your job. You can’t do that. Okay. Very bad. Alright, so so the employer really does need to be working with the the academic institution. Whatever is, i mean, it could be a high school, too. I suppose there needs to be a lot of coordination. It seems like yeah. Or the intern has got got to represent what their schedule is, and the employers got to accommodate that. Okay. Okay. Sorry. That’s a good one. All right. Um go ahead. You go. You go now. Okay. What about some pictures? I don’t know. Then the next one is extent to which the internships duration is limited to the period in which they’re receiving this beneficial learning. So you can’t have an intern for five years. Who’s not learning anything beyond the first six months. It’s tied to the learning again. The primary beneficiary is the intern, not the employer. Okay, the duration should be limited. Okay? And should it be limited to the to the academic calendar year like that way? Well, it might be limited depending upon what you’re tying it to see if it’s tied to just one course, it might be limited to that course. It often is limited to the summer in between, you know, the fall and the spring semester. So, it’s, just you want to make sure that they’re learning during that period and it doesn’t look like if i could jump to the next one. I’m going to take your place and let you take the last of it doesn’t displace a paid employees jobs, you’re not just taking a paid employee position and saying, hey, we don’t have an administrative assistant for this program. We really need one, but we can’t afford one what’s hired an intern on ben, train them for two days on howto answer the phone and make copies and then let them work, you know, for a year doing right, right? Right now now if if you were challenged, if the non-profit was challenged, how would it demonstrate that one that it wasn’t displacing an employee? How would you how would you go about defending yourself about that? I think you would say that you know what? We designed an internship program in advance? We did not fill a whole unemployment hole with just somebody that we hired on just called them an intern. There was a training program that we created and established in advance with thoughtfulness to make sure that they’re learning in this program. Andi put them in this position for this limited period of time, i think that’s how you show that it wasn’t intended to displace any employees on its intended to compliment on dh, you know, for their learning. Okay, okay. Cool. All right, you go ahead with last night. You’re the guest, please. Okay, so that the last one seventh factor is extent to which the intern and the employer understand that the internship is conducted without entitlement to a paid job. So it’s not like intern for us for the summer and we will guarantee you are we will strongly consider you for a job in the fall when we’re hiring for full time positions. So as your screening in turns on daz, you’re negotiating whether they’re going to come on or not, you don’t want to be emailing or saying the wrong things. Yeah, and, you know, they might really have a leg up legitimately have a leg up when you’re hiring for a full time position in the fall, because now they have a bunch of experience, but you don’t want that to be the basis, and you don’t want to entitle them to it, so they shouldn’t have the expectation that just because i intern, i’m automatically. I’m going to have this job now. Suppose someone in the organization e mails to the potential intern during the hiring process ah, you we always give our interns preference in employment at the end of the internship. How does that how does that sound to you? Yeah, it sounds like it was the gate. The factors in the balancing test thinks so, yeah, it wouldn’t be a great fact, but by itself, it probably isn’t gonna like kill them. You know that the argument that they’re not ok, but it doesn’t help so better to do things that that help your employer than rather than don’t help or, you know, neutral. So stay away from promises or preferences or anything like that of a job after your internship. Yeah, we want to stress like this is a great learning experience for you, and we’ve designed it to be a learning experience for you that the email you want. Okay, okay, now i’m not sure we made this clear, but i want to that the maybe it’s absurd and everything that we did say so the so these seven factors is balancing test. We know that this would apply in the areas that are covered by the two, the two, the two courts in new york and connecticut and vermont, because that would be a second, that concert like a second circuit. And we know that that they seemed the same. Seven apply in alabama, florida and georgia because that’s the eleven eleven intricate. Which also said that hey, when they considered in a case on appeal, they said that tests the second circuit test. Sounds right toe. Okay, so that’s for those six states that leaves forty four states wear those forty for if you’re not in one of those six. So the best guidance they have is the department of laborers. Six element. Okay, but that still has wide application in every other state. Yes. Okay, but what if a ah, now what supposed case arises in one of those other forty four states and that and the courts in that circuit or state decide we we are also going to take this second circuit seven factor balancing test. And even though you were relying on the department of labor, we are telling our region that it’s the newer test that applies from the second circuit, then the organization will be screwed. Yeah, they might be if there is, there isn’t a higher court in those other states. Those forty for other states. If there isn’t a higher court opinion that says the department of labor test is the one that you have to use, which probably for most jurisdictions, there isn’t that decision. So right? Because so long that was into court to say, hey, we’re going to use the second circuit test tube. This is more modern sounds more fair to us and then it’s upto sort of the higher court to decide whether you know, and they’ll only take it if one of the parties appeals. So, uh, if it’s been non-profit lost on it, and then you know, the lower court said, hey, this is an employee, we use the department of labor standards, the non-profit if it wants to pay a lot of money to go to an appellate court, i could say, hey, we’re going to take it up and fight this and see if your hyre court will say, no, we should apply the second circuit test, too. Mmm. Okay, so i’m feeling bad for the people in. Well, i won’t. I won’t list the forty four states, but like my friends in wyoming and indiana and iowa and let’s, see who? Else is listening live. Wait, let’s. See nevada? Well, listeners, we got listeners in nevada and missouri and no new jersey. New york. You’re covered florida. Oh, monica lee is with us in florida, chicago, illinois. Our friends in illinois. Well, i’ve listened love to each of those places. By the way, what do we tell them? I know you’ve got advice. Yeah. So, you know, this would apply to every whatever job. Okay, this is advice for all fifty. Okay. Oh, even better. I better get a signed writing. First of all that when you hire an unpaid intern that there’s an understanding in writing that this is an unpaid position. And we talked about developing the position as a learning experience ahead of time and then filling it, not the other way around. Throw in some educational sessions during the time that might not be. Might be one a week, for example, where they get, you know, learning it could be a videotape or an online presentation or in person training by supervisors and you, like your supervisors are also paid on the difference. Are also trained on the differences of managing an intern versus managing an employee. Is going to want to do that differently, including on enforcing likes scheduling and accomodating school schedules and emphasizing the education rather than giving them a lot of menial work that didn’t actually result in any academic o our educational benefits. Okay, gene, the intern let’s. Let’s. Go back to the one right before the the educational sessions. You like them to be unrelated to the the interns day to day work. Yeah, well, not unrelated, but they should be separated out. So maybe at the end of the day, there’s an hour and you do this once a week and say, hey, what do we learn from all of our, you know, your work experience today, you know, if it was mechanical, whether it was, you know, counting, background or program management. Like what did you learn that, you know, let’s, you know, write me an essay and let’s discuss it or let’s, just, you know, hash it out. And as the supervisor of the trainer in this case could could tell them what their perspectives are and what they should be looking for, how to help their clients the best so there’s a lot more into it than just sort of doing the practical work. Okay, okay, we have just about a minute and a half left just enough time for the remainder of your advice for doesn’t matter what state you’re in. Sure, so require proof of academic credit eligibility so you don’t have to sort of do it at the back and to make sure that they actually got the academic credit but require that they’re going to be offered academic credit. Okay for the internship. Okay in-kind assess and limit their their operational duties that day to day stuff. That’s really menial again? It doesn’t mean that they can’t make copies and get coffee for you, but if that’s a big part of their job, then you’ve got a problem there. Limit the length of the intern relationship. I think the last thing i want to say is and for foundation president darren walker wrote an opinion in the new york times a few months ago, you know, saying that the internships are not a privilege, and it made a strong case for paying interns and providing a handup and not, you know, treating it as a handout, so if you do that, if you start paying your interns. You’ve got to be careful that you haven’t made them employees, so make sure that you know the department of labor guidelines, and if you’re in one of the second our eleventh circuit’s st make sure you’re familiar with those guys, flint, and we’ll have it up on our block that well, you want to go back? Well, they’re familiar now because we just talked about it in detail. Yeah, okay, but yes, more detail at non-profit law blogged dot com which you should be subscribing to and reading regularly and followed jean on twitter at g attack jean thank you very, very much. Thanks, tony. My pleasure. Pleasure having you in the first segment. Social appreciation coming up with amy sample ward first. Pursuant, they have another free webinar this time it’s on donor acquisition proven techniques to add new names to your file acquisition examples for every budget. And they’ll have strategies to convert mere impressions into new donors. Impressions with your organization this is on thursday, october nineteenth at one o’clock eastern email me tony tony martignetti dot com and i will send you the registration link. And if you can’t make that it will be archived because i know a lot of our affiliate stations may be playing this after thursday, the nineteenth we have you covered, email me again, tony attorney martignetti dot com and i will connect you with the with the archive so you listeners are covered. I got you, i got your back don’t worry about that. Um, that’s pursuant and they are at pursuant dot com to check out that webinar, we’ll be spelling spelling bees for non-profit fund-raising these are ideal for bringing millennials into your organizations work not like any other spelling bee you’ve been a part of or you’ve seen check out their video, which includes clips from events, and you’ll see that there’s music and dancing and stand up comedy and fund-raising and spelling as well, ideal millennial events. The video is that we be ea spelling dot com now, tony, take to you may have heard a couple of weeks ago, the trump foundation got punished by the new york attorney general for not being registered before soliciting in the state of new york very bad and i try to make this a teachable moment, so i explained what the requirements are. Um, in my video and i’ve got another video in the same post, which introduces the first group of non-profit technology conference interview videos, i got thirty two interviews and i’ve played a bunch of them on the show there more are coming, but there were all video too, so if you miss them here, you can check the videos or if you’re ah visual person like i tend to be more visual than watch the videos, and they are all on this first group is all on digital digital data disruption, digital inclusion, your modern digital team and digital metrics. Did you see the pattern there? Okay, my videos with links to those four ntcdinosaur o’s are at tony martignetti dot com. I was very pleased with myself. I stayed out of the politics of the trump foundation. I just very straightforward. I think i was very objective there. That’s tony’s take two here’s amy sample ward on social appreciation from the december twelve twenty fourteen show you’re going to hear some live listener love there, you know we’ll send it out. It’s erroneous, but we love you anyway. We got amy sample ward have monitored for being late. But nonetheless, she’s, the ceo of non-profit technology network and ten her most recent coopted book, social change, anytime everywhere about online multi-channel engagement and we’re going to talk about appreciation and engagement. She blog’s at amy, sample war dot or ge? And on twitter she’s at amy r s ward any without cubine well, you may have heard the west coast had a bit of a storm last night with lots of power outages, so just dealing with getting everything back online. Sorry, that’s okay? I did not hear that i’m sorry. You have you don’t get snow there in portland, oregon. Very much. It was not. No, it was actually very warm and, you know, wind gusts seventy or ninety. Some crazy high speed, actually a piece of building downtown just a few blocks from the intent. Office blew off and crashed through the fifteenth floor windows of a law office while the lawyer was working there. No, it was a very interesting evening. Pieces of a piece of a building flew off. My god, yeah, very unfortunate. Very unfortunate for that building owner that it flew into a law office. Right? They’re prepared to think that only you know, that broken building is screwed. Okay, now i understand you’re, you know you’re like, like all the contributors, your typically early, you’re not even just on time, so i understand completely. Let me ask you about something before we get to our appreciation campaigns. Yeah, and just like in the past four months, i noticed at facebook they spun off their messenger app, and at four square they spun off. They’re a nap called swarm, and i’m wondering why why it is that these huge two huge social sites would spin off two separate aps big chunks of what draws people to them. The facebook it’s the messages message i’m sorry messaging and it’s a four square the whole purpose of four square is checking in, and they spun that checking function off too. A separate app called swarm why do they do those things? I have a few different ideas, probably none of them have any, you know, piece of reality in them, they’re just totally my own experience trust your way, trust your judgment. I mean, i do think that one piece that factors in is the you know we’re all we’re using different act all the time and if i am using facebook to connect and i’m able to kind of multitask inside of their consent messages, i can post things, whatever, and then i leave facebook and i go to some other messaging app to talk to friends. You know, facebook just had fifty percent of my time, but if i’m using facebook to do that, i closed facebook and then i opened my messenger app and start messaging people there. Now facebook has one hundred percent of my time in that example, you know, so it’s providing a way for the app to be it me and focused as possible, but then still own the other nation focused parts that you know you want to do. So instead of having that all in one super multitask kind of after experience, you’re splitting that off into ap, and part of that, too, is that you know, facebook is more of an example of this than four square, but a lot of facebook users in the beginning were all using facebook on their computer where was a lot easier to kind of multitask. Have a chat, you know, send someone a message post on your news feed whatever. Well, now, you know, most people are using facebook on their phone, so it’s it’s much more difficulty to be multitasking inside of a nap. So again, you have multiple app that are all technically rolling up into the same umbrella. So it’s easier from the user’s perspective, i don’t have to import all those new contacts in new app it’s still facebook, but it’s focused on what i’m doing there, okay, that one and then you always have to factor in like, well, how are they? How are they monetizing those ap? Whether the ads, what are they selling? What’s the data they’re able to capture? And if you have multiple apse that are more focused and maybe have different different data pieces that air getting pulled in, then that’s even more opportunity, i see. Ok, and the one thing that does resonate with me eyes the ease of use of the app. The facebook app gets a little it’s a little busy so i could say i had to see that spinning. Okay, see, that is a good reason, but okay, monetization too. And andi, just time, time, time that they want you paying attention. To their they’re brand okay, yeah. I mean, if you want to think about the four square example, i mean, when we first started using foursquare, it was you could check in somewhere. I am here. You know, you could see where your friends were, and then they really started in and encouraging users to leave tips and post recommendations, and then they rolled out some features that we’re trying to see where you were and then ping you and say, hey, is this where you are? What if you do this thing here, you know, and have offers and promotions? So it became came. It became a little busy, right? So it made sense been off that other piece that’s more the recommendations and the where to go and where your favorite places. Because now that’s almost like competing with yelp, you know, give them a second app. That’s more in competition with maybe app. Those users are already, you know, have installed on their phone right and system apart a bit from that. Okay, cool. Thank you. Thank you for those insights. I find myself actually checking in a lot fewer. A lot less often now with the with the separate swarm app that’s that’s me. I don’t know, i have no idea what the statistics are, but i just thought, you know, i don’t feel like i haven’t even used it since that which happened interesting. I mean, i had a very boring foursquare news feed in which i only checked in an airport, so i did, you know, i used to only see you at airports that’s, right? I just thought you were just there all the time. Okay, well, it was a way of saying, hi, i’ve come to new york was around or i’ve come teo wherever. All right. Thank you. Let’s talk about appreciating our donors and maybe and volunteers and maybe even employees through the through the social networks. We don’t always have to be asking for something, right? I don’t think that we have to be asking for something. And i also think that really great. Ah, really great. Thank you. A really great sign of appreciation will be met with eagerness to give again or to volunteer again or two, you know, come again, wherever it was that you were an event, etcetera. So i think, you know, i have worked with people and organizations where it felt like if we’re not including an ass, you know, we can’t necessarily devote the staff time and energy to put on appeal together on dh, you know, i get that if you’re really strapped, there’s only three of us, you know, we have to make this happen, but i really think that taking that time to just say thank you really goes so much further in building that relationship, which we want to talk about fund-raising a special, especially individual fund-raising that’s really that’s really the peace, right, it’s building that relationship, you know? I don’t know that you could sure maybe you don’t mail something out that is a hard cost of male and all those thank you letters, you know, but i think there’s got to be a way, especially with social media, where it can be so much more quick and nimble to say thank you and make it feel really good. So maybe for twenty fifteen, we can plan an appreciation campaign. Yeah, let’s do it. Okay? And you have a bunch of examples we’ll get to talk about some of the examples, but what? You know this true of probably any campaign that were we’ve talked about in the past, but what do you think we should be thinking about as we plan our let’s make it what is most likely a donor volunteer appreciation campaign, napor which would be, what do we have in mind? So one thing that i think we need to have in mind is the timing of when we say thank you, i think often we always think, okay, well, we’re going to ask people for money. It’s december, right now, you know, so say everybody’s got their end of your appeals, and then when someone donates and it goes into the database, they get their confirmation email and it says, thank you, and we made sure that it was a really nice thank you letter, but it’s a confirmation email and it says thank you and we feel great because they got think i also think there’s a lot of opportunity to have said thank you before that ask went out if we if it’s december it’s the end of the calendar year, right, what if november or even that very beginning of december is when you make sure everybody that’s already donated, donated in the year or maybe donated last december or volunteered so far this year came to one of your events this year. Whatever it is, it’s important to you is a monthly member, whatever they get thanked for what they’ve already done. So when they received that end of year, ask they feel like, oh, i’ve already been recognized. Maybe i do want to give a little bit more. Or maybe i do want to come to the end of your, you know, gala, whatever it is, i think that that’s really important and some thing i don’t often see organizations do say thank you. First on dh then that people up for that ask later. Yeah, you get them feeling very good when the actors come that’s really interesting. All right, we’re going to go out for ah, quick break. And we may end up dividing this into two two conversations since we got a little short and i you know, i had an extra question for you, but we’ll get through. Well, well, great. Certainly. Nobody’s going to be short changed on non-profit radio. It just is not going to wait. All right, we got to go away for a few minutes, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup comedy, tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, founder of craigslist marquis of eco enterprises charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I like the drama in rob mitchell’s voice. Thank you. Rub some more live listen, love quick woodbridge, new jersey i love all the new jersey sabat fort lee woodbridge let’s go abroad croatia sorry, we can’t see your city. I have a friend who works for unicef in croatia, ireland, turkey and vietnam. Vietnam we can see you cities kanto and hoochie minh city live listener love out to each of you. Okay, let’s, continue thinking about r a campaign of appreciation, something that we’re always emphasizing together because you make me pay attention to it is you’re going to have to do this in the channels where your donors and volunteers are not in the channel where you would prefer to be thanking them exactly. And i think i think part of that is, um, uh, struggle and an opportunity so there’s the, you know, if we see just use antennas an example, if we see people are tweeting about their local tech club and they’re an organizer, so they’re, you know, big volunteer for us, we wantto jump right into twitter and start engaging with them and thanking them and pointing people to them and, you know, doing whatever, but then we also want to find ways where we leave that channel to make something private just for them. I think there is that thank you and recognition that’s public. Um but for example, last week, everybody on staff sat together and just passed cards and everybody wrote thank you cards and signed everybody else’s thank you cards and mailed those out to aa group of what we call community champions, you know, really, really great volunteers for us. And it didn’t take that long, but everybody physically wrote, you know, out that card and we never mail things to tech. You know, we don’t ever male things were a technology organization. So when those folks received the cards at the end of last week, we started getting emails were like, oh, my gosh, you mean, how did you even have my address? You mailed me a card. This is so cool. Thank you for thinking of me. So i thought fingers that in the moment go into the same channel. That person is and thank them and engage with them. But then find something that can be special. That’s just between you and that donorsearch or that volunteer or whatever that makes them feel extra special. Excellent. Excellent. Videos are very common. As as an appreciation method. You could do them and mass, and you could do them, maybe even individually. Which i think i think what most difficulty when we think about video is one of the most often pointed two examples of how to do a thank you to your donors that i see in block post every year is charity water and how they, you know, record all these different videos so that, you know, if i donated, i opened up my email oh, my gosh, here’s a video where someone is saying, you know, hi, amy, thank you for donating, and i’m like, oh, my gosh, they made this just for me, we, you know, most non-profits do not have the staff capacity to do that, or if we’re going to be really honest, maybe don’t necessarily feel like they have the technical skills to create lots of videos and added them and feel like they know howto get them up quickly on youtube and embed them in an e mail and send them out, you know? So i think that video khun b really personal, but i really think organizations should consider video something that can be personal because they’re being really authentic and they’re being their individual selves versus you’ve created separate videos for every single donor that makes sense. I mean, i think it’s a non opportunity for staff, whether it’s executive director, other staff to just not feel like it has to be a high production video that it’s really just me sitting at my desk, if you, you know, you sitting in the studio creating a quick, very authentic video that says thank you, and you can share that either an email or, you know, share that video on twitter, whatever that is. But i think it’s better that it’s, that it’s really authentic as it’s created versus feeling obligated to create, you know, tons of videos just so that it has people’s names in it doesn’t make sense for sure, because you’re saying that something that’s authentic, genuine, heartfelt will will come across and people are people don’t really expect to have a personalized video made for organization that can do that, you know, that is terrific, but the vast majority cannot, but everybody could be genuine, you know? I mean, i try to come across genuine on a mic and in video, and a ceo can do the same thing, and and you’re right, and staff to you you have examples of each of those thie all right, the ceo of girls inc has a very nice, very thoughtful video judy reading berg and it’s just her sitting in an office and it’s like a minute and a half video and she’s very genuine. Yeah, i actually i’ve i’ve talked to a lot of people at, you know, at our conference or other conferences where, you know, they say i’m the executive director, you know, i know that if i’m going to be in a video, of course it needs to be, you know, like in a nice setting or, you know, we don’t have a very pretty building, you know? We don’t have, you know, our offices and very nice i don’t know where that comes from that feeling that, you know, you’re the executive director and you’re going to create a video for the organisation. It has to be in some, like, beautiful, you know, sound studio. I love it when it’s literally your desk like i would if i was working with girls inc and judy has hurt you. I would say put more messiness on that desk, mate, make it literally your desk. You know, people. Maybe she’s, super neat and tidy, which i also am. I have currently two things on my death, but but maybe that’s really her desk, but just haven’t be an invitation to come in and sit down with you. You know, i think that’s, um, that’s a really great and super easy way for any organization tohave a video feel like it’s being personal, you know, you’re just inviting them into the space. Of course, if it’s on office, where you’ve got all kinds of things in there, that can be a video. I mean, of course, there’s going to be, you know, exceptions to that statement, but i do think just invite them into your office have, you know, make it feel like someone sitting down with you have someone literally in the video sitting down with you, whatever you can do to just make it feel like you’ve been brought in, you know, personally, we just have about a minute left there’s an example of a different one from nature conservancy, which is a whole bunch of staff from all over the world, and a lot of it starts with them each saying thanks to you and then whatever it is their job is and how, how the donors all support their work, whether it’s underwater, you know, forest and grassland that’s a lovely one, too, thanks to you, yeah, i love that example video from the nature. Well, we can we’ll send out these links and everything for listeners on dh i love that they use is an opportunity to highlight what staff do because with an organisation like the nature conservancy, often times you don’t even know. I mean, i want to support the nature conservancy, but i don’t know i’m supporting them because i don’t even know how to do that work. I don’t even know what you would do, you know? And so i think, it’s a great way to highlight this is actually what our organization does. These were the kind of staff that we employ to do this important work, because again, if you’re goingto follow-up later with another, ask donation request, people now have that understanding of oh my gosh, yeah, you do need more funds because this is the scale of the work. These are the kinds of people that, you know, need to be on the ground doing this. And i want to support that. We have to leave it there. Any sample ward ceo of inten, you’ll find her at amy, sample, war dot or ge, and also at amy, r s ward on twitter. Thanks very much, amy. Yeah, thanks for letting me talk about appreciation. I appreciate you so much, tony. Oh, amy, oh, my god, that’s. Incredible, thank you. I’m grateful. I’m so grateful that you contribute month after month. Thank you. More gratitude live. Listen, love check, but the podcast pleasantries in the affiliate affections i got a lump them together because sam is telling me i’m running out of time. You know i appreciate your listening, whether it’s an am fm station or in the time shift from your own device in your own time, my pleasantries and my affections to you next week. I’ve never let you down. If you missed any part of today’s show, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and we be spelling supercool spelling bee fundraisers, we be spelling dot com. Our creative producer is clear myer off sam liebowitz is that line producer keeping me on schedule. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and our music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and degree. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of offline as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio 300th Show!

Tony Martignetti Nonprofit Radio’s 300th show is July 29, 2016. Claire Meyerhoff, our creative producer, will co-host. With us will be contributors Maria Semple (prospect research), Gene Takagi (law) and Amy Sample Ward (social media). Also, live music by the composer of Nonprofit Radio’s theme song, Scott Stein. Be with us, live or archive!

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Nonprofit Radio for May 13, 2016: Social Change Anytime Everywhere

Big Nonprofit Ideas for the Other 95%

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Amy Sample Ward: Social Change Anytime Everywhere

Our social media contributor and the CEO of Nonprofit Technology Network (NTEN), co-authored this smart book, “Social Change Anytime Everywhere.” When it was published in 2013 we talked about how your nonprofit can raise money, find advocates and move the needle on engagement in our anytime, everywhere world. It’s worth hearing again. (Originally broadcast on March 15, 2013)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of amblyopia if i saw that you missed the friday the thirteenth show social change, any time everywhere our social media contributor and the ceo of non-profit technology network and ten co authored this smart book, social change, anytime everywhere when it was published in twenty thirteen, we talked about how your non-profit can raise more money, find advocates and move the needle on engagement in our any time everywhere world it’s worth hearing again, there was originally broadcast on march fifteen twenty thirteen on tony’s take two there’s a new video and i’ve got five minute planned giving marketing tips. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, also by crowdster online and mobile fund-raising software for non-profits now with apple pay for mobile donations crowdster dot com we’ll take a break and when we come back, we’ll go right into amy sample ward. You’re here that you’ll hear that she was a little late getting. To the studio. A little huffing and puffing from the subway will go right into that. After this break. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent i’ve got live listener love forest grove, oregon welcome forest grove you haven’t been here before. Welcome. Lincoln, nebraska, brooklyn, new york and woodside, new york welcome live listener love out to all of you let’s. See in aa. Tokyo, japan. Osaka, japan, and fukuoka, japan. Konichiwa, welcome live love tto live listen to love teo each live listener amy’s not here yet, so we’re going do a little a little preview of her book, a little browse through her book. The first thing that i want to point out is that i wish it had more pictures when i’m when i’m picking books. I i flipped through looking for pictures and i probably would not have bought her book. It didn’t have enough pictures for me. I like pictures like more graphic, so it has graphics and has some screen shots. It’s very good that way, but i would like more. I would like more pictures in amy’s book. Aside from that, any sample word has just joined us. Well, i’m sure you did. All right. Pick moment. Take a moment. Compose yourself if we figured you were in the subway, i was just saying, i wish your book had more pictures. Oh, yeah. Pictures of what? Just it doesn’t really matter. I don’t know. A cute dogs, landscapes, landscapes. Yeah, i just looked and i look for pictures as i’m i’m browsing through the book section. The books, it was meant more for reading than browsing, but okay, take another breath. Yes. You knew you knew that we were waiting for you, and yeah, i was going to be fine, but welcome. Thank you. Have you for the full hour? Yeah, exactly. I’m happy to be here for as much of the subway would let me to be our best majority. I did tony’s take two in advance. So? So whenever i’ll have that time together, congratulations on your book. Thank you. It’s called, written by alison is keeping kapin kapin much. Tell us about alison she’s, the founder of radcampaign and the tele summit and network women who tech she’s based in d c uh she’s. Pretty. Cool. Yeah. I met her because i was at your book launch. Oh, that’s right book launch that you did at the at planned parenthood. Planned parenthood federation. Yeah. Yeah, that was very good to about forty people. If you got to meet your husband, max? Yes, very nice. Often left alone as your traveling throughout the country. Yes. That’s the that’s the first time he’s ever seen me speak in any capacity in public? Yes. He said that i didn’t talk to him. You know, first time i know for certain that lovely. Okay? We’re in a what? Why do you let’s make this clear? But okay, i need any time everywhere, what’s, what’s our anytime, everywhere world that you are trying to help people make social change in. Well, the anytime everywhere is really focused on the people, not the organization. So all of your constituents, donors, supporters, whatever you want to call them, they are, you know, living their lives basically around the clock, their life. And they are thinking about okay, if i want to talk to this person, i’m going to do it here or if i want to talk about this topic, i’m going to do it here, you just interact with your community. However you do as an individual, it might mean a friend calls you and then after you hang up, maybe you go look at facebook and interact with another friend there and then maybe send your mom and email, you know, but you’re not thinking okay, well, i only talk to sam on the phone, and i only talk to my friend barb in email, you know, you as people, we don’t treat our communications and our networks in that way, so organization shouldn’t be saying, ok, well, we only send you emails or we only let you talk about our campaign on facebook. We need to think about the way we communicate and allow our communities to engage with us as as a way that crosses all those channels as well, okay? We’re not segmenting our lives and write our community our conversations, right? Stilted, like communications are conversations, right? I see somebody on foursquare check in and i’ll make a snarky comment or something. E i have seen one of those geever andi didn’t answer it as i recall, um, in fact, you were recently traveling, you were in south by southwest i wass that’s ah, what i think of it is just a big music and party and drink fest. Is that what many people think of it that way as well? I’ve never been there at the beauty of being me is that i can know nothing about something and still be an expert in it. Yes, of course. Oh, i think i’m very well acquainted with south by southwest, even though i’ve never been there. Why don’t you tell us what the rial tell people like me who think they’re getting everything that they know nothing about but it’s a very comfortable place to be actually i what is south by southwest? Well, it are very originally was a music festival, but now has three components music interactive, which is really all kinds of technology, not just social media, including gaming and all kinds of interfaces hardware, software, etcetera and film. So film and interactive take place the same week. Concurrently on then the following week is all metoo xero were you there in your capacity as membership director of non-profit technology network? I waas so there’s a non-profit lounge there lounges of all different types sponsored by different people. So there’s, a blogger lounge meant for bloggers to find each other, etcetera. So the non-profit lounge is sponsored each year by beaconfire ah, long time, you know, and ten member organization sponsor, etcetera. And they opened it up for others to get to be in the space with them. So and ten had a presence. We had a couple couches, if you will. And i was also working with them to manage the content each day so that people that were started in the lounge. Yet what kind of cause that we had was that we had a different topic each day. So we had one day was focused on measurement and metrics. One day was focused on engaging millennials. One day was focused on technology, staffing and the capacity around technology. Um, there were a couple more, and we so we highlighted little, you know, not not trivia because they’re real. But, you know, just little tidbits from our research each day based on that topic. So you come in the room and learn different things. And then at lunchtime we had panels on that topic so people that we knew were going to be either at south by southwest are actually based in austin that we could bring in to talk that day, just with who ever wanted to be there and engage with them. And then night times that was the drink fest in. Well, for some, i think drinking started as early is, like, eleven, because i guess technically it’s noon on the east coast, huh? Yes, yes. All right, anything. Did you learn a couple of one or two little things that that you didn’t know or maybe reinforce something that what was your was your take home from from south by the has to be some? Yeah, i think you know, they’re always different applications or tools that get launched itself myself west. So people, you know, waiting, teo, unveil some new application, and so there was a bit of that as well, but i think this year, the feeling that i got from a lot of the non-profit and social impact crowd at the conference was that people are really starting to get to a place where they feel really proud about some of the things they’ve done in their non-profit and they they wish, you know. Hey, what? Why don’t we get all the attention? You know, just because that really big organization, you know, that has tons of marketing budget and had tried and tried many things and then succeeded with something, you know, we’re a tiny organization, and we did that to, you know, they want a platform for their voices to but, you know, south by is always kind of mixing up the content and have had different tracks and and things like that over the years. So it’s not to say that there will never be a platform for them, but i think this year there are a lot of organizations there, you know, looking for a place where they could stand on their soapbox and then get to share with everyone what they’ve worked on, all right and excellent that they got that exactly like to see that small, especially small and midsize shops getting attention. Craig newmark wrote the forward to your book. Craig is the founder of craig craig’s list, of course. And craigconnects he’s been our guest on the show twice? I think that was a trivia question once. How many times you been on the show? Oh. Did we do that? Oh, i think we did. I think for a giveaway and weigh just you were my guest for the hundredth show and we’re giving away, yes, but the answer’s two way long ago gave away a lot of intense swag for us to give away. Yes, and he says in the forward that social media and good customer service or big deals you think we were going, you and i talk every month about social media, we know that that’s a big deal goodcompany mers service, why? Why is he talking about that with respect to social engagements? Social change? Well, i think it doesn’t matter if you’re for-profit aura non-profit if you do true direct service or not, ah lot of the most basic day to day interactions that you could be having with your community take the form of customer service, even if you know, in a non-profit we normally don’t call them, but answering people’s questions or just being able to be present on social media, where you see people asking a question, even if it’s not about you being the organization that i can answer the question for them and really playing. A service role builds community in such a small kind of passive way, but that israel and you’re creating value with them that it is a matter you know, if you are comcast and you want to use twitter to answer customer service questions or, you know you’re the humane society and you want to use twitter to make sure people know how to get help with their animals and and, you know, i like your just broad definition of what’s customer service. I mean, it may just be interacting on a day to day, right? We may not think of it as a service to the customer just having, you know, we’re just engaged in a conversation there on the engagement ladder and which is that we’re just, you know, talking to them, right? You’re exactly right and helping helping your supporters take advantage of all that they could do with you is customer service, you know, someone calling and saying, i want to volunteer, but i don’t know how and you pointing them in the direct in the right direction that is still a customer service function in your organization. We’ve got some live listener love, we’re talking. About texas, austin, texas, where itself by was but we have san antonio on the line, santa or on the web, you know, antonio, texas live listener love, welcome, welcome to the show and the conversation let’s talk, talk a fair amount, i think about fund-raising and then how will we even, you know, engagement and advocacy get, you know, getting talking toa advocates and motivating advocates, and you spent some time talking about the different motivations to give why white people are giving on dh there certainly have been articles and books on this right by the the traditional, i guess. Fund-raising pros that are out there, you you spent a little time with emotions, emotions versus statistics, right? What would you like to say there? Well, obviously, we are humans, we are driven by emotion, and i think that a lot of online tools facilitate that really well, you know, how many times have we seen a tweet or gotten an email where they say, you know, this many million people in this country are dealing with this issue and it’s like, okay, well, i don’t actually know a billion people, so i can’t conceptualize that very well. You know, but having a story that directly connects with you and is someone that’s already been served by that organization helps you understand the kind of person that is may be dealing with that issue and the way that the organization helps them because that’s really what we need thio conceive as the person who’s going to take action, isn’t that what does it really mean for a billion people to be dealing with this issue? But what does it look like to help a person with dealing with that issue? If i can conceptualize what changing the fate is, then i can understand how i can help it and be a part of it. But if it’s just the raw data, it’s really hard to see what the action is in that, and social media really helps with storytelling because you can have, you know, people interacting people sharing their own story in response to that story, it really facilitates that. But the other part of emotion is our natural competitiveness and, you know, not really wanting to say, oh, yeah, my friend karen gave a lot more to that organization that i did. Who says that? Who? Says, oh, i gave the least of my friends, you know, and and tapping into that natural competitiveness, you know, using peer pressure for good is actually very successful. One of the research reports that we sight in the book was in pledges, so so, like a pledge drive over the phone. But still you could do this on social media. But when the caller you know, talking to the donor said that the previous caller had given more, then they were about to pledge they then up to their pledge, and they upped it even more when the collar sad. Oh, actually, the woman before you, if it was a woman collar and once they knew it was the same gender is them. They gave even more so just by presenting the opportunity to be outdone by someone else, people wanted to beat them. We’re going to talk that’s. Outstanding. We had a guest. I had guessed professor gen shang from the university of indiana and she had done research with this was telephone based also with public radio in bloomington, indiana. When when? When certain, whether she had five key words and when they were used to thank the person you’re or to describe the person as as a donor. So you’re very kind of you to give or it’s very compassionate of you to give that it increased the the donations right for that call. And actually i think that we’re doing it. I’m being a little inarticulate, but where they were doing it was want to thank you for your kind donations in the past, or your compassionate or your thoughtful donations in the past, and we hope that you’ll you’ll help us today. Yeah, those using there were five different adjective she had and they could trigger they would trigger hyre giving than someone who who was just thanked. Thank you for your past giving, right? So this is this is really interesting when it’s gender and when there’s a comparison to the previous calling out, how were they, you know, like what the language they were using? Because you don’t be snarky about, right? Right? Do you remember? I know they were introducing that it’s now the top of my head. It was something like, you know, similar. Like, thanks so much for your desire to give the woman before you donated fifty. How? Much would you like to donate? So you’re just kind of using it as a the context setting statement and then giving them the chance to say like, well, darn it, i’m given sixty five, you know? Yeah, yeah, excellent. Okay, going back to your point about big numbers versus a face, i found a quote, i’m going to quote mother teresa, i found a quote that that’s pertinent to this, i think she said, never worry about numbers, help one person at a time and always start with the person nearest you social media can make a story come alive. It could be a person near you could be pictures on instagram. It could be video youtube video on your block you can you can put a face to the homelessness or the hunger that affects a billion people right, and show people how their gift will will impact that that story right? And i like the part of the quote that says start with the person nearest to because that’s too, what we’ve talked about many times in the show don’t go out there and try and find these new people you already have a community of people. That you work with that you’ve served start with their stories and then other people will come out of the woodwork, you know, that identify with that story or that have also been served, but maybe hadn’t talked to you before, so start with the stories you already have and just show them out to the to the rest of the community. Ok, so some peer pressure, yes suffering make a little point about about suffering can be a valuable, motivated give yeah, it’s kind of a weird nuance on competition. It’s it’s part of why things like walkathon tze and challenges of you know, if i if someone donates five thousand dollars, i’ll shave my head because we we actually really liketo watch each other have to deal with something that we don’t have to deal with. And so it’s it’s part of why we can say great, you know, if you pledge, i’ll have to run this many miles terrific. I would like to see my friend have to run that many miles yeah, and again, doing that in a place where all those people, you know, in a like a thon process where all those people are. Competing for donations gives you both layers of the captain’s competing against each other for the most pledges, but then also all of their friends saying, oh, yeah, i want my friend to have tto shave his head back in the dark days before, before i knew you as well as i do, those were the dark days they were well, they were more your doctor darker for you if you’re going there were much darker for you before you knew me then, and then before i knew you, i was used to now so you’ve even like you, really? You haven’t liked me because i used to pay more attention to vanity metrics. Then you and i have talked about vanity tricks, and i’m going to give the quintessential example of it in the second i pay less attention to those things now more involved in the more thinking about the engagement, and i was paying at that time very close attention to the number of facebook like likes, likes of the show’s facebook page, and this was a couple of years ago, and i wanted to get to three hundred and i don’t remember where we started, right? But i i with some high school friends of mine who were willing tto co chair, the campaign i issued the blue pedicure challenge and i said that i would get a blue pedicure if friends from anywhere but the two friends from high school with cochair radcampaign if we would get to three hundred likes. And of course, we did get the three hundred likes within a certain time is like two weeks or so. We’ve got three hundred and and i went across the street from the studio here. There’s a rope on the second floor there’s a salon. And i got a blue pedicure and i had video it’s sons on the youtube channel. It was great fun. Yeah, and people said, you know, a soon as we got the three hundred are weighted the blue pedicure. Yeah, it’s tony gonna make good on the way we want to see the photo. So i had video of me making my appointment, which was won. And then i picked my color. Nice different shades of blue. Of course, of course. Pick my blue color. And then i went back a week later for my appointment and i upgraded to the paraphernalia axe also, i got the paraphernalia. I don’t even know what that means, but well, they put your feed in warm wax. Oh, interesting wax. Okay, yeah, i don’t know what i’m supposed to soften. I think too interesting. That was my first and last predator. Like so many questions now, so well, they’re all answered on the video there i’ll go to the video i blocked i met blogged it too. I know it’s on the but certainly it’s on youtube blue pedicure challenge you took a multi-channel approach to this pedicure experience. I did that’s true because we campaign was in multi-channel and then the impact in the outcome were were probably blawg and certainly facebook on dh youtube e did take multi-channel provoc any other and plenty of engagement. Lots of engagement it was great fun. Yeah, it was good. So pie in the face you use the pie in the face example in the back there’s a picture of someone one of the few pictures in the book has someone getting those lots of graphs and good pictures has someone getting a pie in the face and there’s a picture of alison’s dog in the book leah leah lida, lida lida. Like peter with a now. Okay, why is why is there a dog picture? Because they adopted her. And so there’s ah, case study in there about an adoption campaign. Okay, so there you go. There’s a picture and it’s a cute i didn’t say there were no pictures. I said it’s not enough to suit me. We’re coming out in the fall with color book edition, graphic novels like graphic novels. All right, we have just about a minute before break let’s talk about the last area of motivation sharing impact. You and i have talked about this before, but let’s just remind listeners how important that is. Yeah, and it doesn’t have to be, you know, i think a lot of organizations, when they think sharing impact, they think, okay, well, you know what? The campaign’s over will send an email that says, we got all of the money, and now we’re going to do the thing. There we go, that’s the report, but but there’s versions of sharing impact that are kind of like evergreen content. You know, the putting, putting some of your expenditures or big, successful things. In the footer of your email. So anytime someone goes are in the photo of your website, anytime someone goes your website, they see this is how much money is being devoted to programs. And this is what those programs have created or whatever. There’s also reached the research that shows on donation forms where you actually show the impact of the money. People donate more so again, just just keeping it really clear, clear and present all the time as an opportunity. Right? Wait, go away for a couple minutes. And when we come back, of course amy stays with me. And i hope that you do too back live in studio it’s. Time for a live lizard. Love i feel like doing that now. Sometimes due later. But it’s my show do whatever the hell i want live listen love new bern, north carolina live listener love to you love north carolina and new york. Checking in big bloomberg blooming berg upin the stuart area blooming burghdoff york, new york, new york and rego park in queens loveless or love to everyone in new york and north carolina. Let’s go abroad. Tio, tokyo, japan. Konnichi wa multiple tokyo naturally, that’s, that’s standard and multiple korea seoul. So, chou i hope i said that, right? Korea on yo haserot some listeners in india today that’s unusual welcome, welcome live listen love to mumbai and siliguri again i hope i said that correctly in in germany we’ve got wartenberg, guten dog and we got buenos aires, argentina bueno, star days excellent, lots of live love what comes after live listen, love i know you know it’s a podcast pleasantries how can i continue with how could i do live? Listen love and not podcast pleasantries it’s not possible. Likewise arika do podcast pleasantries, not affiliate affections you can’t have one without the other and the other are ten thousand over ten thousand podcast listeners. So grateful for you thank you! Thank you for listening so loyally and our affiliate am and fm stations. So grateful for your listening across the country affections to the affiliate listeners, whatever time and day your station fits it into your schedule. I’m glad you’re with us now pursuant and crowdster pursuant talk about generosity generous with their knowledge and research. They hosted a free webinar ten days ago. So may third i talked about it here. I hope you took advantage of that. They had over five hundred people on the on the web in our outstanding. Now that wasn’t their research. They had a ah a guest sharing lessons from walt disney. And actually, i might be thinking about him for the for the show here. Apparently he’s a big walt disney fan. And he’s, also a fund-raising consultant. Gonna look at him, but they they pursuing does put their own research out in white papers and seminars, and they do it gratis. And i admire that. Plus they have that fund-raising tools that are perfect for small and midsize shops. Pursuant. Dot com. The madison park co operative preschool in seattle, washington used crowdster peer-to-peer fund-raising for a brand new event. They had been doing galas, and they got away from that. They want to do something daytime that would be more family oriented. It’s a school. So they tried this first time a polar plunge in lake washington. The school has about a hundred families. One adult from each family took the plunge. The others were cheering on. Their goal was twenty thousand dollars through the crowdster peer-to-peer fund-raising sites that everybody created the raise. Twenty five thousand dollars outstanding. The school is thrilled. Crowdster works small and midsize non-profits crowdster dot com. Okay, well, tony’s, take two. I’ve got a new promotional video for non-profit radio. There are shots of me in central park. It’s got interview clips, standup bits, it’s three minutes and that video is at twenty martignetti dot com or on youtube, where my channel is riel r e a l twenty martignetti some swine up in the boston area took tony martignetti i had had add rial to my channel life’s tribulations first first world tribulations. Terrible. Um, let’s talk a little plant e-giving marketing because we’ve got a little extra time because, uh, well short with amy because she came in late so i’ve got some i got what i call five minute marketing tips planned e-giving it is not a black box is not hypertechnical. You do not need expertise to be successful in plan giving. You do not need a lawyer or a consultant to start planned e-giving marketing. It is not on ly for big non-profits and it is not on ly for major donors. All those play those back if you need to, but those are common myths that i constantly and dispelling when i do plant, giving workshops, training, whatever, so count all that back, play it back if you need to easy tips drop a few speaking points into remarks at your events like this. I’m excited we’ve kicked off a campaign to encourage you to remember us in your will, it’s very simple to do if you’d like more information, please talk to and then whoever it is and then what? That was that person say all they’re doing is giving advice on some very simple language that goes into the person’s will, but you’re directing the person back to their own attorney to create to create that language you don’t, you don’t have to provide the legal language totally unnecessary. Another idea in your annual report or in a newsletter? Put a little sidebar we’ve picked off a campaign to encourage you to remember us or your or your name, you know, in your will, it’s very simple to do secures our work long into the future, and you’re you. The info that they’re going to need is your legal name, your address and your tax i d number your donors then present that to their attorney and drop it into the will. Very simple. Five minute marketing. I’ve got a ton more, but some easy plan giving marketing don’t be put off by plan giving. Please get started. That’s tony’s, take two here’s more with amy sample ward. Thanks for joining us. Multi-channel let’s. See what you bring in-kind caroline, caroline caroline xero eyes are san antonio is that i believe shut up, san antonio. Um, okay, so we’re all about multi-channel we should have a plan for our multi-channel now engagement strategy comes out, we ought to write. Yeah, you want to have goals? You and i have talked about some of this before, but right, putting it all together now and you’ve put it together in a book. So it’s ah it’s worth it’s worth revisiting the stop. Yes, because they are important. Our multi-channel plan goals. How we’re going to figure out where we want to be. Well, especially for fund-raising you know, goals have to be really specific. It’s hard to say we’re going to do this year and campaign because we would like to raise some money and you know where? We’re soup kitchen, we do things that are important, although important, not compelling has a goal for your staff to even create a campaign out of, but also for your donors to want to support. But if you can say if we raise this much money, it will actually give us this many meals in this much time, you know, three hundred meals over the course of the month. If we can raise this much money, people then can imagine bourelly you know what their actual like hundred dollar donation means as faras how much is served, but it also sets you up to do more than your asking, you know, if you say we’re we’re shooting for ten thousand dollars and that gives us us three hundred meals for the month of january as soon as you get close to the goal. It’s really easy to say terrific. Now, if we get ten thousand more, we can feed everyone for february two instead of those campaigns that you see where they’ve done a really great job, they’ve activated their community, and once it starts, they actually start raising a lot of money, and then they get to the end. And they think terrific close down shop, you know, the thermometer reached the top instead, you’re setting yourself up to go is much, you know, raise as much as you can in the time that you’re planning to run the campaign, and you also set yourself up. If, in case you don’t reach your number, you’re still able to report back in a successful way of saying, you know, we had high hopes of raising ten thousand and we didn’t get there, but we’re still have enough to do two hundred bills this month, and this is how you could help us, you know, after the holidays to serve those last hundred or whatever. So giving yourself a really clear goal lets you iterated kind of as the campaign goes and respond to how, how it’s doing important, do you think tio, have a time limit to your your fund-raising goal? Definitely ah lot, whether you have one week or a one month or however long that the time is, you’re going to see an initial tick and then a big drop in the valley and then as it gets closer, you know, everyone starts donating again, so it doesn’t. Really? I mean, technically, it matters. You don’t want to say this is a yearlong donation campaign, but whatever the duration, is it’s really clear or it’s really important to be clear about when the end date is so that people know? Ok? It’s coming, oh, my gosh, i better donate now and and they actually respond to that e mail instead of just saying, oh, well, i could do it next time i remember or next time i have my wallet now we’re gonna have to figure out how to message messages campaign, so that should be a part of our our plan also, exactly, and a lot of organizations, you know, when when starting to think about a campaign fund-raising or otherwise get really excited in that staff meeting when you start brainstorming like the catchphrase of the campaign, you know, and that can be fun and enjoyable, but very rarely are the witty catchphrase is actually the things that include the action and the ask, so don’t spend too much time thinking of like balloons for ur or whatever like crazy thing that maybe is related to the campaign is because you want to make sure whatever. Very simple phrasing you use and then build your campaign off of includes the aschen, the action. So what, you know, give or do this thing for, you know, this many meals in this time? And then once you have that core messaging yu khun, start planning out of communications calendar that’s reflective of all those channels you want to use remembering, of course, offline or direct mail and not just e mail, etcetera. The other part about messaging that i see organizations forget about is is they concentrate on how they’re going to launch the campaign, and their communications calendar will say, you know here’s, the first email that goes out and here’s, how we’re going to decorate our facebook page and rebranded there’s no date in that planet’s launch plan on them. Exactly, exactly for exaggeration plan. Sometimes organizations say, well, you know, we want to be responsive, we want to wait and see how it goes. Well, that’s totally fine, but you could still say our plan is to send a second email day three of the campaign, and we’ll be able to say what you contribute, darling, you need to have planned out when you’re going to message so that you can say great if day three, we’re going to send it on update email let’s, make sure later that afternoon facebook has an update as well, and not just another, you know, status report or something, so it helps you maintain a good flow across your channel so it’s not always responsive and you’re you know, twitter isn’t just thanks, thanks, thanks, but also has things to share out, you know, that match your other communications you meant now you mentioned offline also. So this is that we’re not just talking about online social social networks, but the offline strategies should be coordinated, if that’s the way that you’re right, typically engaging with people right? And some organizations may plan an offline launch event the day that the campaign is launching. So of course, you know there’s a lot to do there, but it’s also a good reminder to to capture content from that launch event that you can use throughout the campaign. If you have a bunch of people in one place, make sure summer your staff have their phones or flip cameras or something to take some videos, and then you have maybe half a dozen videos you can use during the course of the campaign that again, just bring up on individual story give you some divers content, etcetera, you know, whatever kinds of content you could pull from that live event but it’s also a good reminder that many organizations, even while running a campaign, have other work that you’re doing. And so maybe you have a press event about some of your other work use that as an opportunity. Once the press component of that piece is over, you know you’re done talking about that policy change, you have a room full of people, then say, great, you know, this is all done i had now want to talk to you about this campaign we’re running, and we’re on day five and it’s going really well and here’s the story take advantage of all those awful and opportunities to engage people kayman sample ward is a cz membership director of and ten, which you’ll find it in ten dot or ge and the book that we’re talking about, whether that she co authored is social change anytime everywhere you khun follow amy on twitter she’s at amy r s ward which we know stands for. Rene the artist for rene and her block is amy sample ward, dot or ge? Get some more live listener love madison, wisconsin. Tustin, california. Salem, oregon. Welcome, salem. Welcome. You’re in. So you were in salem several months ago. You were in somewhere in oregon. Weren’t portland, portland not very far away. Okay, italy, we don’t know what city in italy. We just have a vague reference to italy. Bon giorno, chow. Welcome live listener. Love also tio sudbury in ontario, canada. And barnaby burnaby. Pardon me, burnaby in british columbia, canada. Two provinces welcome, canada he’s offline strategies. Amy, um, could also be so for, aside from events direct mail, if you usually using that channel telephone. Yeah, right. This these could all be coordinated in your three day or one week or one month campaign. Yeah, especially if you have stories that you know you’re going to use ahead of time in your campaign. You know, things that you’ve collected in the past, because if you khun send a direct mail piece, especially just something simple, like, ah, postcard or, you know, an invitation to participate in the campaign, that is from that person, or telling that person story has their photo. And then two days later, you can send them an email that says, great. Now, the campaign’s open, and it has that same story. People then can say, yes, i know that story. I ready to kim. You know, i’m ready to join or actually remember that they’ve signed up with your organization at all, and that they should be engaging in this campaign. And that direct mail piece wasn’t a like mistake in their mailbox in their apartment building. What do we know about how donors give across multi-channel versus more traditional the off, strictly offline? Well, that data is changing every year is we actually get more and more data at all have more people that we can ask survey, etcetera and and organizations are also becoming more sophisticated with being able to track their donors with they came from online or not, and then just able to report that data so it’s getting more it’s getting clearer every year, but really, we know that people that are online aren’t just saying because i found you online, i want to give to online or because i found you offline. I want to give to offline there’s actually a lot of back and forth that happens. And for most people, even if they are millennials, where people think for some reason, you know, young people only ever look at facebook even if they found you on social media, they still come to your website tto learn about your work and figure out if they want to donate to you so that relationship, maybe on facebook, that relationship may be off line at events they attend, but they still want to go to your website where they can kind of take control of what they’re looking at on your website and learn about your work. So it’s still really important that you have information on your website, but also that you provide that donation, ask an opportunity button, what have you on your website so that once they go there and learn about you, they could take that action? We also know that activists are seven times more likely to be donors, so we can’t treat people like, well, this is my activist list in this database and over here is my donor list because those activists are totally primed to now give you money, they just put their name on a bunch of work for you, they might as well, you know, give you ten dollars, so it isn’t just about allowing them to come to you wherever you are, but also making sure you’re giving everyone the opportunity to to engage in donation or fund-raising asks, excellent, uh, keeping with our multi-channel a z, i said you could join us on twitter using hashtag non-profit radio there’s some folks on the facebook page and we have a phone. Call. We have tim. Tim, welcome to the show. Oh, thank you very much. Hi, dad. Ah, that’s. Adorable. Dad called yes. That’s to sweden. Where you where you calling from? Amy sample wards. Dad. Well, i work important oregon, but amy was raised, and we live out in the country outside of portland. Okay. And, uh, of course, her mother knew first and called me and said, oh, my god, going to computer your daughter’s on the radio. I just had to get on here, listen and tell everybody i see how proud i am of this. Oh, thank you, dad. I love you. Now, i hope you’re gonna listen. Other shows to tim, you know. Oh, i will now want you to be a regular starters on there. Yeah. Do you have? Do you have a question? You really want to ask? Amy? Yeah. When’s. He coming home. This’s too sweet. I love this. I’ll see you on saturday. You will at a girl. All right. Find adal. Proud of you, amy. Thank you, dad. Nice to meet you to let me on it’s. A pleasure to meet you, tim, if you want to, if you want to. Ask a question of amy. You can call eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. Or you can also treat us. We’re monitoring the hashtag and the facebook page. That’s. A very nice way of saying you’re stalking social media in case people ask questions. Here in the studio. I’m busy talking now thought control. We want to engage people in our messages, whether they’re online offline and you talk about the hooks we have just a little we have a minute before a break, what just once you just tease the idea of of the hook a little bit. Sure, i mean, different people have different ideas of, of messaging hooks and what you can do, but i think for people really thinking about multi-channel campaigns, the important idea of a hook is that that’s, the consistent piece you’re going to throw in so that whether you’re maybe sharing a photo and a story of someone on facebook that day or you’re sharing a big infographic about, you know, all this work that’s going into the campaign or maybe it’s just tweets about simple actions people can take you use a consistent hooked to bring them back into the campaign. So it isn’t just like this photo or share this info graf or, you know, retweet this step, but there’s an additional hook that always connects it back to the larger campaign, so people don’t think, oh, the campaign must be over, and now they’re just sharing info graphics, but but that there’s always some peace, hooking it all together. So it, you know, you want to break the campaign and into individual stories, individual images and smaller actions, but they have to be connected. Otherwise, people don’t get why am i doing this today? And i did this other thing yesterday. We’re going to go away for a couple minutes when we come back, amy, and i’ll keep talking about your your multi-channel plan and what should be in it, including the goals and the messages in the hook that we’re talking about. Stay with me. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises strong’s best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. Oppcoll welcome back. I’ve got more live. Listen, love asia so well represented in john china sold. I’m sorry. Inchon, korea in john career where the airport is. Everybody knows that on john korea. Seoul, korea welcome. Manu haserot fu sh out. China, shanghai, china taipei, taiwan ni hao. Amy, did you know all these languages? I know i have been to korea, but i don’t remember much more than hello. Were you at the airport in inchon? No, you don’t know. You went to see flora. Different airport. I i flew into seoul and then hopped over. Teo, you know we’re other places. Okay, um, the these these little hooks you you have some ideas about matches the hook in as part of your your message plan might be that you have a campaign match which could be which could be motivating to people to give. I thought you meant matches like to ignite striking matches. That’s. Why? I could see the look on your face. Keep talking until you come back till it’s. In my reality, we need to show some reality. Um, yes, matches are a great way. As you know, in a fund-raising like retirement today campaign especially when you know that money is already guaranteed you don’t necessarily have to just recruit a matching sponsor, you could say, well, the sponsors giving us ten thousand dollars anyway, let’s give this sponsor more visibility, give them more value as a sponsor, but also leverage that to get more individual donations. So saying, you know, this sponsor is goingto give for every one of your dollars, and we want to get up to ten thousand just like, you know, they will match more to say, you know, every time you do this action, they will donate so that way you can, you know, maybe you don’t necessarily have a fundraising campaign that’s pure fund-raising but you want people thio maybe donate, you have this sponsor that’s going to donate the bulk of the funds, but you really want to get some behavior change in your community. So the diabetes hands foundation did a great campaign. We’re actually fall diabetes hands, foundation spend, you know, they’re they’re focused on people with diabetes and really making behavioral change so that they have healthier lives and and are healthier people. So they had a campaign where there was a matching sponsor. So they were going to donate every time people exercise for thirty minutes and then took did their test so that they were being able to see from their own results that when they took a test than exercise for thirty minutes and then took another test, how much better their results were blood a butcher on, and then you report that. So so go onto the website or goto instagram and share a photo of view exercising and to prove that exercising for thirty minutes doesn’t mean you drive all the way to the gym. You change your clothes, you know, you do the thing, whatever it could just mean taking your dog for a walk that’s twice as long as normal. So you actually get to thirty minutes instead of maybe, you know, ten or fifteen around the block and realizing you don’t have to go out of your way to be exercising every day and still see those positive results in yourself. So every time you posted that you did the testing and you exercise into the test again, then the sponsor was going to donate. So of course you have all these people that for one. Month no, every time i do this thing that i should do anywhere, you know, they’re going to donate money and then because you’ve done it for an entire month, and even if you only did it once a week, that was already for five times that you’ve taken this positive action and seeing how easy it is, and you’re that much more likely to continue that behavior outstanding. I love how it’s so closely tied to exactly what they’re what they’re mission exactly, exactly improvement of health, of people with diabetes. Exactly. So now, if we have these messages now, we need to identify who they’re going to go out, too and where where they’re gonna go out? What? Which way said you and i are always saying, you want to go to people where they are exactly, but it’s also not the same message, every single place i mean, we have all experienced those campaigns where an organization sends you an email and then post on facebook like the exact same two paragraphs that they just sent you in an email, and then you don’t hear from them for the entire month and they’re just waiting for the response to come in, so recognizing that you’re going to have some consistent messages throughout the campaign, like we talked about with the with the campaign communications calendar, but also that they’re going to be slightly different and nuance. So you may see on facebook people not really catching the campaign, not really engaging, and yet you see people on twitter going crazy and sharing that information, so you’re going to have to address the facebook community, maybe with less information about the campaign, maybe that community is just saying we’re not really interested, so don’t be posting every single day because otherwise they’re definitely going to tune out, whereas you could start engaging twitter more because people are really responding there. So it’s it’s also recognizing where to pull back and not just okay? Well, we’re going to send the ask everywhere another channel that you and i haven’t talked about it, we just have about a minute left, so is mobile. Yet for people who have given you permission to say little about mobile, all mobile is great for engaging people, especially in the middle of the campaign where you could send a text that says, hey reminder. Tomorrow is going to be the last day, so today, when you get home, you should donate or even include in the text the link so that they could go from there, you know, text message on their smartphone over to the to the web and donate their so long as you’ve actually optimized your website. So from a phone, the for the forum doesn’t look like this weird gobbledygook. Amy sample ward she’s, co author of social change. Anytime everywhere i’m very grateful that she’s, our regular social media contributor thank you. I really enjoyed having you on. Do you have so much banter with others? I want to believe that i give you the hardest time. Okay, well, i want then i in that case, i want you to continue believing that the book is social change. Anytime, everywhere get the book. We just talked about a small part of it. We talked about the fund-raising portion, but it’s all about engagement and increasing advocacy. Moving the needle on engagement get this book it’s ah it’s on you’ll find it on amazon social change any time everywhere amy’s blogger is amy sample ward, dot or ge? And on twitter she’s at amy, r s ward. Amy, thanks so much. Thank you, real pleasure every time next week fund-raising and finance friendship and your modern digital team. If you missed any part of today’s show, i charge you find it on tony martignetti dot com. Where in the world else would you go? Please show me the path. I’m very conflicted on this. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com, our creative producer is claire miree off. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and our music is by scott stein what a great team this is. Thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe, add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of offline as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.