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Nonprofit Radio for May 15, 2015: Creating Communities & Questioning Crowdfunding

Big Nonprofit Ideas for the Other 95%

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Megan Keane, Michael Wilson, and Joe ProsperiCreating Communities

Starting an online community to engage supporters is a big investment. Learn how NTEN, Small World Labs and Relay Nation at American Cancer Society created communities that increase loyalty, fundraising, engagement and return on mission. Guests are Megan Keane, Michael Wilson and Joe Prosperi. We talked at NTC, the Nonprofit Technology Conference.

 

Amy Sample Ward: Questioning Crowdfunding

Picture of Amy Sample WardCrowdfunding is popular, but don’t jump in just because lots of others have. How do you decide if it’s right for your organization? Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Conference.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be stricken with four uncles and carb uncle’s if i had to hair that you missed today’s show creating communities starting an online community to engage supporters is a big investment. Learn how in ten small world labs and relay nation at the american cancer society created communities that increased loyalty fund-raising engagement and return on mission guests are meghan keene, michael wilson and joe prosperi. We talked at ntcdinosaur non-profit technology conference and questioning crowdfunding crowd funding is popular, but don’t jump in just because lots of others have. How do you decide if it’s right for your organization? Amy sample ward is our social media contributor and the ceo of n ten the non-profit technology network on tony’s take two non-profit radio on the road and third sector, responsive by opportunity collaboration that working meeting on poverty alleviation that will ruin you for every other conference here is creating communities from auntie si. Welcome to tony martignetti non-profit radio coverage of ntc fifteen non-profit technology conference it’s day two we are in we are in austin, texas, at the convention center. My guests now are meghan keene, membership director for inten michael wilson, ceo of small world labs, and joe prosperi, digital lead for relay for life at the american cancer society. Meghan michael, joe, welcome. Thank you. Thanks. Thanks. Pleasure. Pleasure to have you your workshop topic. These online communities proinspire action and generate results. We’re going to get there in a second. First, i just want to point out that each interview today on day two, i’m highlighting on intense swag item. And i’ve got my zippered hoody. This is hi this’s, one of the high high end items, zipper pretty from from donorsearch. Welcome. Don’t drive, teo and ten peer-to-peer sec. Is that what they do? All right, it goes, it goes in our swag pile an outer growing pile. It is doing it all day today and i get that it’s eight eleven interviews yourself today. So good stash. Alright, let’s, build some online communities that inspire action and generate results. Um, where’s, the where’s the best place to start let’s, start down in the end there, joe, where should we start? With determining whether? It’s appropriate for us to build an online community, whether that’s really going to suit the needs of our organization, that is that a good place? Yeah, i think what’s really interesting to point out is that really for any of us that are non profit organizations, we already have community, you know, it’s already there we’ve got volunteers, we have staff, we have supporters, we have donors, those communities are already there, and how do we turn those digitally into online communities? And some of the most of organizations already have that whether it be a facebook community twitter community but the american cancer society, we decided a while a couple years ago that we really need to have a vault, a place where all of our top engaged volunteers are top supporters are kind of the big fish in terms of really, if her life had a place to gather in a place to share ideas, get inspiration from it mostly from a peer-to-peer fund-raising standpoint, but we also noticed throughout time that our community has grown too a peer-to-peer engagement place and a peer-to-peer inspiration place where we’re not relying on the american cancer society telling the story of what the american cancer society does. We’re relying on our supporters to do it for us within our community. Okay, michael let’s. Still stay at the overviews stage of community building? Yes. So when would you do it? So he’s really? Just an engagement platform. So i think similar to how email is a communication ty phone isn’t a communication like joe was saying. We have we have communities. Yeah. Yeah. And it’s, just really late. You know, do do you want your communication to be isolated and one toe one like phone and e mails? Or do you want it to be many too many so in that regard, it can work and, you know, virtually any environment when you take the next step of okay, so is it going to work in this situation or for this program or for this constituency base? We generally try to look at the product of three things. So one is size so what’s the potential audience size two is what would they be able to do together? So the types of interactions that they could have at three what’s the affinity. So what is the relative similarity between each? Person that’s going to join because the hyre that affinity rate is the mohr relevant? Every thing is everybody there on and then yes, it’s floors for a fourth of that eyes the value. So how important is what they’re doing in the community to their daily lives? And so in that regard, you can have communities that are very small that are successful, that are very small in terms of potential audience, but high an affinity and high in value. Or you can have the flip side where you can have, you know, community of successful because they reach a large number of people, but they don’t have actually have that many that much in common. Facebook okay, okay, megan, about this threshold question whether we should be doing it. Yeah, well, when one thing that i think is always really important to look at is to look it like where people already are, you know, go do a little bit of hunting and kind of see, like, okay, who are the people you’re trying to reach? You know what? Platform? So they aren’t engaging on and that’s get indicated for you is like goto where they are already. Having those conversations are, you know, think about where you know where to reach him. So just doing a little bit of mapping and kind of seeing okay, are there conversations happening and kind of seeing what the landscape is and then seeing how how do you want to kind of be? How do you want to sort of guide that guide that bill? You know, if you will, you know, in terms of whether that’s thinking about your having community on your own platform, or having some other kind of group channel, that would be appropriate. Okay, interesting. Yeah. So i feel like i kind of started the wrong the wrong place because you all three made different points. But one similarity running through is the community’s exist in one way or another. We’ve got them. How? How robust can they be? How can they be built out? What methods do you want to use for the communications? Okay. Well, that’s cool. I’m i’m happy to stand suddenly corrected. Nobody is what he said it explicitly. I’m happy to do it. Ok. Where should we go next? In this community building topic what’s. Ah, if we do wantto billed out and make something special beyond what we where we are, where do we where do we get started? Something that might be helpful is we have a few community experts here that maybe could talk a little bit about what they’re doing to do to build community in their specific organisation. Ten and a cs to relay for life. Yeah, good. Megan, you want to? Yeah, sure. So one thing that we do it in ten and ntcdinosaur part of this is we really try to combine a lot of opportunities for people to network and connect and do some community building activities and sort of finding a combination of the online and the offline. So auntie si is a perfect example of, like, you know, what happens when you get a bunch of people in the right place having conversations and having an in person kind of community building, and then we really try to kind of keep that moment i’m going through some of the, you know, the online kind of community building, and so we’ve done that in terms of groups and what we have in anti seizure years, we have birds of a feather lunch. Which are lunch is for anyone who wants to meet on about a certain topics. So it’s a great way to break the ice because you automatically have something in common with someone else. So we’ve had every birds of a feather start that were women in tech table at lunch, there was another one that was a bunch of people that work at food banks, and some of those have led teo becoming more formalised communities of practice that exist online. So, for example, a year ago, we had a bunch of people howto birds of a feather table that was on arts non-profit group, and it has since become a community, a practice that has that lives on intense community platform and they meet on a monthly basis online or sometimes they have twitter chats in between the anti c and then they’re meeting up again this year. I want to explain what the inten community of practices yeah, eso our community to practice our our affinity group so it’s very similar to like thinking of like a bird of a feather in person thing on lee, it exists online on these groups will have discussions that take place in forums and usually will have some method of kind of connecting, whether that’s on, you know, on a monthly basis, whether that’s via tweet shot sometimes that’s on and online, you know, some kind of conference call with folks of shared notes, documents of different groups do different things with that, but some have some kind of kind of personal connection but mostly exists online. In between are the communities of practice on ly open toe, and ten members know they’re open to the public. So anyone who wants to join you very good about that, you don’t have to be a member. Yeah, any of our community groups, all you need is a lot in evil address and a password on your good. Excellent. All right, so pretty open ended. Kapin yeah, definitely very, very welcoming. Yeah. Go ahead, please. Joe. Relay for life. Yeah, so our online community is called relay nation and it came about really a couple years ago when we realized we didn’t have a really great way of taking all of the resource is the inspiration that we felt as an organization. We need to get in the hands of our relay. For life volunteers nationwide, you know, really, if life is such a large event, there’s just so many volunteers and they’re in all corners of the country, so getting them together in an online community to connect them to other relay er’s with similar stories, similar ideas, similar struggles even has been very valuable to us, and we’ve realized over the last two years with really nation that it’s not just an opportunity for us to share those resource is with folks, but it’s turned into even more of them, sharing things back to us, and it’s turned into almost a goldmine force in terms of online content, social content stories, videos, all of the things that for a non profit organization really help you tell your story about where the money goes, how the mission impacts people that participate in the event, and we’ve been able to use the really nation to do that. So an example, just a couple months ago, we posted a very simple question in our forum on relay nation and asked what was your moment? What was the moment? It really for life that you’ve got? What this event was all about and within? A couple weeks, we had over two hundred eighty responses from re layers across the country, some, you know, very short stories, some, you know, litanies of pages long of who they really for life for, um and many of those things came with videos and pictures, and we were able to turn a lot of that content into social sharing graphic. So by us asking one simple question in our community, we got lots of responses and lots of stories, and we really put an emphasis back on our relay for life participants telling our story for us because they could tell it so much better than we can as an organization and that’s really been the biggest highlight of having that online community is putting the storytelling of our organization back in the hands of the people that are benefiting from our services that are inspired by the events that they go to and that are, in the end going to recruit and raise more money for the american cancer society. 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. What were the things you were thinking when you decided there’s a need for a community among all these three layers that this sort of maybe some of the symptoms would be helpful for people to understand, but yeah, so we don’t have a variety of nationwide meetings with leadership volunteers, and they always really enjoyed when we got the post event surveys back from those saying we enjoyed visiting with bree layers from other parts of the country in other divisions, other areas because they want to share the best practices as much as i hate that term best practice, it really does drive a lot of what really events dio, and they want to share their struggle. So there’s an event that’s having a tough time recruiting corporate sponsors or finding the right volunteer leadership, it not only allows them to share their concerns and get peer-to-peer feedback instead of staff at the american cancer society coaching these volunteers, volunteers air now coaching each other, and they were doing that in person, and we wanted to facilitate that online and give them a place tohave those shared meeting spaces for like minded volunteers, we have a number of featured groups in our community, so event leads kind of those key leadership volunteers have specific groups where they could just meet network, have forums, share resource is with other event leads all the way down. Two team captains and participants have their own forum specifically for their participation types on that really has been very helpful to one, you know, justified to those people that need assistance, that they’re not alone in the study, on the help that they need with their relay for life fund-raising in participation, and it makes a lot of advocates for us as well, because that peer-to-peer interaction, our volunteers air helping other volunteers which builds their confidence and their appreciation for the cause and their confidence in their leadership abilities, which grows more leaders for us. Michael, is that is that kind of segmentation in a community, and i don’t mean that pejoratively at all. But you know that kind of those kind of divisions where it’s a peer-to-peer is that eso lots of subsets? Is that important? And yeah, it is because when you think about how do you maximize going back to the, you know, the value of community affinity being one and then purpose. What can you do there and segmentation? So who’s the target audience for your community and what is going to be about when they get there helps increase that value. And so because of that, so we generally see it’s more lives, a few different community types and constituent groups that their focus on so one is event peer-to-peer fundraisers, which is where the american cancer society is doing. Another is members for more of like a association that’s what, like the american heart association is doing this with intent was doing another is for advocate. So the national wildlife federation has an online community called ico leaders targeted at student environmental activists, helping them create projects. Another is volunteers ahh par oh, very small organization in north carolina who’s here does all of their volunteer crew ting and matching through community on then the last is a kind of mission support, so for the people that the non-profit is trying to support. So the canadian cancer society is a good example of this. They’ve got a community in french for those in come back that is designed to bring together cancer survivors and those that are supporting them, you know, so that they can go through that challenge together, feel less isolated. So it’s kind of you generally do find in our experience, more success when you do kind of target who communities for and what the purpose is. All right, so you have the umbrella community, says the nation, but but lots of lots of affinity group well built build around different things. It could be geography. Yeah, language, but lots of lots of subsets. Yeah. And even really nation is that example that is targeted. Not for everybody who is on american cancer size email list. That is, for people who actually participate in the peer-to-peer or relay for life, and so that’s one segment and then below that joe is just mentioning they segment and even mohr. So carrion’s yeah, there you go. And that’s how you just helped make it, maura. And then the key there is to make it more relevant, invaluable to people so that they’re not just starting from, you know, the eternity of all space. And how do i find what i’m looking for exactly right now? And ten does a very good job of this. Andi. Carrying it well, geographically, but then carrying it to the meet ups, ted clubs all over the country. Yeah, in fact, internationally? Yeah, absolutely. Yeah. So, you know, similar this week, like we actually have one discussion group, which is, is kind of that sort of bigger group that’s kind of serving a bigger thing. That’s our general discussion list, which is kind of all things non-profit tech related. But then we have the individual, like, on the local level, people organizing the in person five oh, one tug clubs that will have monthly meetings, and then they’ll have an online space in which to connect in between meetings as well. And then the affinity groups i mentioned so it’s kind of similar to what you were. You know, you were saying, it’s, michael, about, you know, the kinds of things that people will connect about. And then how do you kind of narrow in that focus? So you have sort of niche is above sort of the larger what i find. Very interesting at intend those those local clubs is the names are not uniforms, right? Right. Right. Organise that the local organizations free to call itself me it. Could be tech for good maybe, and i see now on the spot, i can’t think of the group c tech friendraising cloudgood your butt you can call yourself whatever you want. Yeah, yeah, definitely. And so that’s really where so comes in. I think that you kind of are segmenting indo, like kind of a good point about community building is like, you can kind of think of your community is actually being the driver of your community and you might be the person in, like the driver’s side seat, like kind of taken the steering wheel here and there, you know, to steer in the direction you want to go a little course correction course correction, you know? So you’re still staying on your mission and what your strategies and goals are, but you’re letting it be really self directed and then that way you’re communities really feeling a sense of ownership over it. Joe, what about that self directed communities is now a c s is a big organization? Is it that willing to allow that kind of decentralization alcohol it? Yeah, and it’s interesting, because when we first launched relay nation, it was fairly decentralized where we had just wide open groups that people could create their own user groups based on geography based upon participation tie based upon type of cancer that they were reeling for just a variety of things, and we noticed that we got a lot of groups right off the bat that people signed up and started those groups to try and network and that’s been great. But we realized about a year that we needed a kind of shift focus and provide some feature group some pieces that we’re setting out organizationally to put some resource, is behind moderate a little bit more cleanly and help push our resource is and our strategies out that way because, you know, after a while we noticed that for, you know, relay for life online volunteers that run our websites, there were four or five different groups that were all user generated, that we’re all competing for the same audience. So we picked out those ones that we knew had very large audiences that really applied to everybody across the country added them in a more prominent place on relay nation to make sure that the baseline strategies were out there the baseline. That’s like that’s, like one of the course corrections were just talking about you, and we’ve done a couple of those along the way. We used to have a very close community where you had toe, you know, log in to view all the stuff that’s there, and we realized, you know, again about a year ago that by unlocking that and long people to least read the information that’s there, see the stories, follow the threads, load the videos that we’re getting a lot more traffic that way, and a lot more use of john of the site and had a really great girl are alive because of that, okay? And i’m excellent at what you just said our ally and i was thinking, you know, let’s, let’s, turn the discussion to evaluation and and how do we know if these communities are successful? God, michael, you want to kick us off? Yeah, i mean, this is the this is an area where a lot of communities fall short and it’s not because they’re not achieving it. I think it’s, because of the mix of skillsets background and resource is that community managers have in that if you’re going to g o we’re going to go determine hey, what’s the r a y or if its mission related what’s the rom return on in mission from my community. Jerry lee skillsets of the community manager are to be able to kind of, you know, execute, build engagement, all of those types of things, and that’s a little different from alright, great. Now i’m to do data polls from our fund-raising database on going toe port them together with community data. And then i’m gonna run, you know, ve look ups if it’s an excel or queries, you know, if it’s a date what’s with the look up, we have george in jail on tony. Just you just seriously transgressed. All right? So, look, so we’ll look up is a function in microsoft excel that exactly that allows you to look at one cell and then say, go look in this other range over here and give me the value that corresponds to that it’s kind of a way to do a data base in my ear like myself. Okay. All right. Thank you. Probation probations allowed. So however, the the ability t get that data is there and being able to do so makes a big difference between the resource is that that community your community manager, gets and doesn’t, because, you know, after you started community and a year from now or two years from now, the cfo or whoever is in charge of finance he’s going to come around like, you know, like they should do on any project and go, you know, what’s this doing for the organization and so that’s one area where we, you know from from our perspective, so we’re kind of like a partner we don’t have, like, you know, we’re not a non-profit community provides metoo and that’s where we find that it’s really key to have not only the technology and then the strategy of the community, but also the support model for it so you can do things like, make sure your building engagement, but also run those end of the year r a y announce analyses and so joe, american cancer society, they got some great statistics that all of him share. But when you poll data together, here’s some examples of what you know it has been achieved. The american heart association has a professional online network. For their members, cardiologists, mts, nurses, it joined to be a part of us, they pay dues pre imposed, joining their online community thie upgrade rate from one paid level to another pay level went up seventy three percent, the rate at which people attend their revenue generating events, which are like conferences and sessions when a fifty percent the overall retention rate of members. So i’m a paid member one year. Do i continue to be a paid member of the next year? Ten percent and there are, you know, innumerable other quantitative, quantifiable examples like that, where volunteer hours have been increased two hundred twenty eight percent. I’m an annual giving. Yeah, i’m going to go to the folks who actually here. You don’t have a couple minutes left. Sure. So, joe let’s talk about your your comments on our oh, i do it not not just what you’ve achieved, but your advice for small and midsize non-profits teo to measure it. Yeah. So when we built out what our r o i looked like for real a nation, it was helpful to work with someone like small world labs who on their platform the users are are generated based upon their blackbaud id team, razor and blackbaud is the product we use for online fund-raising platform it relay for life, so we were able to easily export the data from the small world labs platt form where really nation is built and merge it using that constituent i’d with the fund-raising data of our users for relay for life, which makes it really easy for us to see what people that participate in really nation do fund-raising wise registration wise versus people that don’t, and we pulled that data about six months ago, and we’re just i geeked out for hours about it because it was just stunning to see that for people that participate in relay nation have had just one interaction, they’ve shared a one photo. They’ve commented on one forum those folks register on average eighty seven days earlier in the year than people that do not participate in really nation. You know, when you think about that in terms of a non-profit event, you know that’s almost three months that they register earlier there, getting your auto responders going called three months what’s three days, you know, it’s, mind blowing that what the amount of dahna the amounts that helps and to get those people in and fund-raising sooner and recruiting center was amazing. I mean, it wasn’t just their registration, it was they set goals that we’re one hundred twenty, one hundred twenty seven percent hyre i think then people that did not participate in relay nation and they achieve that goal seventy three percent of the time or all right, we gotta go turn to meghan, give her a chance on yeah, so i went again, not just not just what intends achieved, but how to yeah, one thing i would say on r o i is, you know, we’ve talked a lot about numbers, but it’s really good to keep in mind the qualitative parts of roo and so to be in continued discussion with your community and be really taking in that feedback. So we survey our community every year in an annual survey and it’s that kind of, you know? So while there’s some quantitative feedback that we get from that, we also get a lot of qualitative feedback as well, and that really informs our work in our direction for our programs and are content for the year okay. Excellent. Latto surveys, just simple surveys. All right, so now we still have a couple minutes. You were so quick. Anything anything more you want to say? Yeah. I mean, i think i on on that particular thing, i think it’s important to be, you know, when i said with constant, you know, talk, constantly talking to your community, i think it’s also good to not just have it be an annual in annual thing that you’re looking stats like ceo wants to know it’s like to be on a continuing basis, looking at those numbers and be able to course correct along the way and just being really nimble about being willing to change and be flexible with that. Okay, we got we got about another minute or so left. Anybody closing comments on community could be, yeah, i’ll jump in real quick because i think one of the takeaways i always like to share is when we share. These are aligned numbers from the american cancer society with the fellow our fellow staff, we had a ground long conversation about well, do you think that really nation is really driving hyre fund-raising or do you think? That your hyre fundraisers just naturally are migrating to really nation because that’s, what they’re doing, and after a good twenty minute debate, i kind of said, you know what? I really don’t care, you know, if they’re both really great things that we want, we want to provide a space for our highly engaged volunteers to meet and mingle, and we also want to take our less engaged volunteers and drive them to more fund-raising mohr engagement with us more recruiting and be more well rounded volunteers for relay for life. So, you know, i think it’s a good, solid mix of both, so you know, don’t think that necessarily you’re driving eight hundred percent hyre in something you are going to pull in some of those key people that are going to skew that number up a little bit, but it’s also a good thing to provide them. The resource is that they’re obviously seeking excellent. Thank you all very much. Thank you. Thank you. They are right. They are meghan keene, membership director for inten michael wilson, ceo of small world labs. And joe prosperi digital lied on relay for life at the american cancer society again thank you and thank you for being with tony martignetti non-profit radio coverage of ntc fifteen the non-profit technology conference time for live listener love. We got marquette, michigan, st, louis, missouri, new bern, north carolina, new york, new york, multiple san francisco, austin, texas. And langhorne, pennsylvania. That’s s o far part of our domestic live listener love also on twitter madeline nino’s software advice, jean takagi, thank you very much for doing a little live tweeting and, uh and your shout outs to the show and we’ll do a little bit of a broad, but we have ah, lots of listeners abroad would do just a little bit la paz in bolivia, italy, portugal and israel. Sorry, we cannot see your cities but live listener love to you and also in ah in taiwan. Ni hao, podcast pleasantries people in the time shift ten thousands of you listening wherever you are, whatever device, whatever time geever activity you’re engaged in as you’re listening, pleasant trees to the podcast listeners and, of course, those very important affiliate affections were gonna have a new affiliate starting in june. But we love can’t announce it yet. You don’t know exactly what day they’re going to start, but in california so i can, so i’m at liberty to say at this time, but for the everybody ate listening on the affiliates affections out to you, tony, stay two and ah, questioning crowdfunding coming up first, i gotta shout out the opportunity collaboration, our sponsor, the weeklong unconference in x top of mexico around poverty alleviation, it’s for non-profits impact investors, social entrepreneurs, grantmaker sze researchers, academics, corporations all of those entities will be represented there. I’ve seen it firsthand because i was there last year and i’m going this year. Any sample ward is going this year? It’s seventy eight percent sold out last week was only seventy six now. It’s seventy eight i stopped stuff to get my registration it’s selling out. Don’t be slow like me if your work is at all related to poverty reduction alleviation anywhere in the world, check out opportunity collaboration dot net non-profit radio is hitting the road, i’m going to phoenix, los angeles, then i’m going to drive from los angeles to san francisco spent a few days there, and then i’ll be in portland, so if you are close to any of those places, please. Let’s, meet up my itinerary and the video are at tony martignetti dot com third sector today at third sector today. Dot com amy davita runs it and she has lots of contributors. In fact, i met her live at ntc just what, two months ago they block tips, insights, best practices for the community. They have a podcast. Maria semple has been on the podcast stealing my guests just like guidestar did guidestar this past week had a newsletter i got the email newsletter three past guests on the guide star newsletter copying blatant copying non-profit radio it’s gross, but we love it because it’s it’s a flattering to be copied in any case, we’re not we’re talking the third sector today. That’s right, third sector today dot com valuable resource written and curated by very smart folks there run by amy de vida and that is tony’s take two for friday, fifteenth of may twentieth show of the year speaking of n ten and ntcdinosaur portland amy sample ward is the ceo of and ten the non-profit technology network. Our most recent co authored book is social change anytime everywhere about online multi-channel engagement her blog’s amy sample, ward dot or ge? And on twitter she’s at amy rs ward welcome back, amy sample ward hey, how’s it going. Thanks for having me back on. Oh, month after month. It’s a pleasure. You’re very well, thank you. Thank you for doing it all this time. Yeah, it was it was fun. And also strange at the same time to be, you know, listening in on the line muted, of course, and hearing hearing megan and then ten staff person talking, i just kept thinking, oh, i’m talking to megan. Oh, no, i’m not right. And that was all from auntie si, which you and i talk there too. I haven’t played that interview, but we will now intent has as a big announcement coming up next week. What can you share at this moment? Wait, do we have kind of two things going on, one that i can share more spoiler information about? We’ve been working for the last over a year on our new website and sharing that kind of publicly as we go along case studies of ourselves about things that we’re working on. Our things that we need to do is part of ah, website redesign. So we have nine working days until the site should be should be going live. So that’s taking up lots of energy and brain power over here. But then we also have announcement next week that will be on a new program area both kind of online content and educational programs as well as some offline pieces. Okay, okay. Eyes going, toby, is there another annual event coming up like leading change summit and and tc? Yes, the leading change summit is coming up from it. We’re really exciting. You know, last year was the first year that we did it. So we learned a lot about, you know, it’s it’s, a very different process. A ce faras an event, you know, it’s, not a conference. Where there’s lots of sessions happening. There’s no exhibit hall, things like thing, you know, the main kind of components of the non-profit technology conference or other big conferences. But this is more of a facilitated process. So everybody that comes it is kind of, you know, suspending disbelief and and going through this experience together to come out on the other side with more more kind of fully formed ideas. Concepts, new programs, whatever it may be, tio take back to their organization. So we learned a lot last year and have shifted some things around and made it just a lot more hands on. So this year it’ll be in september thirteenth through sixteen in washington d c so registration is open for that. And yeah, we got all kinds of things going on. Okay. That’s leading change summit info is, of course, that in ten dot or ge but that’s not what i was asking you. What i was asking you was, is as part of this new announcement, is there going to be on additional annual event? Is that is that now i’m not doing that, okay? No, but it will be. It will include a program and a delusional opportunities. So, you know, new areas of online programs, but then also ah, deep investment in offline capacity building. All right, all right. We look forward to that next week. And then, of course, on the website side, you and i talked about that just a few weeks ago, we were talking about mobile mobile accessibility and mobile friendliness. I’m pleased to say durney martignetti dot com is now mobile friendly. Look atyou between moving quick. We tweaked it. We did some work. Yes, it is now mobile friendly and i know you’re new and ten site will be also right. Ok? Yes, exactly. All right, let’s, move! Teo. What? We want to talk about our main topic. We lots of topics, but the main one eyes some questions about crowdfunding you were very prominently quoted in on npr blogged, along with other guests, gen shang, professor gen shang she’s been a guest. And sandra miniutti, a charity navigator? Of course. Ken berger, former ceo there was a guest multiple times on the show. So everybody’s stealing the non-profit radio guests remarkable god’s, pure steel. You’re just putting people on the map, tony, we’re i’m a pioneer in the pioneer in transit, so i better watch out for the arrows in my back. Because that’s, what happens to pioneers and the subject of this was the nape all crowdfunding. And you had some thoughts about. Well, i guess we could start with, like, organizational versus individual crowdfunding. Yeah, it’s. Interesting. I just thought that it was potentially an interesting conversation for you and i to have obviously you talk a lot about fund-raising on dh, you know, talking about crowdfunding isn’t necessarily something new to folks that listen to the show. Neither is kind of the rial surge of donations that most people are participating in after a natural disaster, whether you know, whatever country that’s in so that’s not new either. But there there does seem to be some interesting shift happening with the latest natural disaster, the earthquakes in the paul and i think, that’s why there’s been some of these, you know npr articles and others trying to figure out, you know, it’s, not it’s, not the most prominent thing this time to see, you know, text to donate to the red cross like that’s what everybody remembers from a lot of the most recent natural disasters the last few years, right? You know, as soon as something happens, we’re getting the text to donate to the red cross when there was the oil spill, you know, texted, donate teo national wildlife federation, you know, kind of big household organizational names, right? And this time, that’s, of course, happening like there are still those channels to donate to a very large international organizations, but there’s really big surge in in crowd funding efforts that are either totally personal, you know, just individuals setting up a page and some of those individuals they’re setting up fund-raising campaigns, you know, online funding pages that are not benefiting organizations they’re saying, you know, please donate and i will make sure that my parents, who are missionaries in the paul, get all the money and distribute it to villagers or, you know, donate to me, and i will fly over and help myself. So there’s, this kind of individual as the end, has the end relief effort there’s also individuals setting up pages that are directly connected to an organization so much more similar to what organizations are probably used to it they’re doing, you know, a walkathon, and everybody sets up their own fund-raising page, but the page itself is already connected to their organizational account, right? So that all the money is automatically going to them just through the system and then their organization setting that pages, you know, for themselves in the relief efforts that they’re working on. So it’s it’s interesting to see the shift where it isn’t just the red cross or use a i d or unicef, you know, very large international names, but, you know, people are just setting that pages for themselves or i know a friend that lives there, and i will send the money to them and they’ll decide what to do with, you know, and i think that, hey, it’s interesting to think about now, because this may be what it looks like more commonly as we go forward. No, crowdfunding is becoming crowded funding. Exactly. What about these? This is interesting individuals using the organization name. I mean, now you suggested an organ individual might be doing it, and then it goes just through the through the platt for the crowdfunding platform, whatever it might be on then to the organization. But what if it’s an individual using an organization’s name, but they’re not necessarily the infrastructure set up for the decoration to go directly, and they claim i will give it to whatever you know, whatever relief agency it is or something, you know? Yeah, that’s, that’s really a great point, teo, to provide some clarity on, i think it’s organizations or as individuals looking to donate if someone says, you know, i’m don’t worry send send me your money, and i will make sure you know that the red cross gets it. It is it is not. I mean, there’s no accountability and that, right? And if you if you really want to donate, you know, say, tony, you had a page set up and you are my friend and i wanted to support you, so i wanted to donate, you know, to your page because of that, you know, that feels good too. That’s, why we do individual based fundrasing right, like, i want to donate to relief efforts, but i want to do it through, you know, we’re together in this there’s there’s no reason why you couldn’t set that page up in a way that is connected to the red cross, right? So, you know, using most of these vetted, established fund-raising platforms that are are meant for organizations to receive donations. You can, as you’re setting up your page, it’s still in your name? You know, tony, this is my fund-raising page, but using one of these platforms, you can say, i want this to go to the red cross, and the money won’t go to you personally, you know? It really will connect to the red cross is account that they’ve set up in that system on dh if you are looking at a friend, our colleague page, and it says that it’s going to an organization but it’s not connected, you know, i would i would questions their own process to be able to make sure it goes, they’re not that they’re necessarily trying to be malicious, but that, you know, they’re they’re crowdfunding platform setup to facilitate that right? So why wouldn’t you take advantage of it? Yeah, it makes it a little yeah, it raises the suspicion, you know, exactly, it’s interesting. I mean, i’ve even seen, you know, there there are lots of there are so many platforms like you said it’s, a crowded crowdfunding space, and there are lots of platforms set up, you know, for organizations or entities to receive those funds, but then there are platforms that aren’t aren’t set up, you know, their intention is really individuals to receive money like, go fund me and you see people using go fund me to set up a campaign that like a you know example, you before, please donate money and i’ll give it to my parents, who are missionaries in nepal, and they’ll make sure this goes somewhere, but i’ve even seen people saying, hey, my friend, is there on the ground and, you know, they’re not really online because they’re there in the kind of aftermath and continued aftershocks of these earthquakes send me the money and also, and i’ll wire it to them without even using the platform literally just posting on facebook, you know, here is, you know, send a wire transfer to my hsbc account and i will send that money on which i think you know, of course, you want to believe your friends that you can send them some money, but i think even if you weren’t trying to be malicious, have you really weren’t trying to manage that it’s very difficult, right? You get a hundred ten dollars transfers. How are you even tracking that? So, yeah, okay, it like we said, reasonable suspicion and why not make it easier on yourself and and help the organization with accountability so that they don’t have to be concerned who’s using their name. Okay, we got to go away for a break for a couple of minutes. When we come back, of course, amy, you and i’ll keep talking about nepal. And some options is for organizations who might consider crowdfunding as a part of ah fund-raising campaign or not. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they 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 guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. More live listener love abroad, seoul, south korea always always loyal listeners soul multiple anya haserot in japan, lots of people in japan soca, tokyo, fu chiu, saitama, konichiwa. And in china we have beijing and chung ching and ebay ni hao. I wish it was somebody from czech republic because i felt like saying dobre den, but there’s nobody nobody would understand that. So i won’t say dope breeding again. There’s nobody out there who will get that. And columbia is with us. Columbia. I don’t see your city, columbia, but live listener love to you also, amy, the the the unfortunate part of just slightly, you know, i don’t mean to be difficult or anything, but well, you are. You are. Ah, when you recorded it by npr, they referred to you as ceo of a non-profit technology organization called n ten, but here on tony money now provoc radio your intent. Everybody knows everybody knows what intern is. They need that leader all that worthy leading a technology non-profit forgone ization called and ah, i felt about oh, really, npr doesn’t know intend well as well as a cz non-profit radio does and your home here you’re home you exactly. I’m not. I’m not on every month at m p r i know you will be no, this is a stepping stone, but you’ll never forget it. You know you won’t forget us exactly what else? What? Anything else you want to say in the in the part of the, you know, organizational versus individual on crowd funding sites. Well, i just thought i could offer up during the break. I just pulled up a couple lynx to have some sort of data. Teo kind of illustrate the point we were talking about there. I thought it might be helpful. And of course, you know the caveat when i’m about to share the data, i’m about to share it, you know, on ly one to two specific examples, right? But so global giving is ah, online crowdfunding platform right, used by organisations that wanna, you know, crowdfund are raised money online and that exists and they right after the earthquakes and appall set up a relief fund and what i think interesting there is that this is global giving setting up the page, bir says, you know, say, and ten, like an actual individual organization and it was set up, i’m saying, you know, of course, here’s the situation, they just have this natural disaster and, you know, fund, add your donations to this pool, and we will work on both right away, immediate relief efforts as well as longer term rebuilding in africa, and we will put your funds in tow, locally vetted organizations, so they didn’t even necessarily say great global giving is going to raise money in this pool for these two organizations. It just said, we’re going to put this into other organizations and then over on go fund me what i was referring to a four platform that’s normally used by people who are having, you know, maybe a medical emergency, and they put up a page saying, oh, my gosh, my, you know, sibling is in the hospital, can you help us with our medical expenses? You know, things that are much more personal, personally, well, in the immediate zone, so they also have a number of people who have set up these fund-raising pages on go fund me, you know, saying, please donate and i’ll send this to my parents over there, you know, send me money, and i will you know, make sure it gets over so two different examples, right? One of organizations, but exclusively focused on organizations in one focused on individuals. So on global giving, they have received as of this moment ten fifty one a m pacific time, heimans thirty three thousand nine hundred sixty one donations totaling two million, six hundred and sixty one thousand dollars. Over on go fund me. They have fifty seven thousand one hundred and seventy two donors. So good. Twenty five thousand more and have raised four million. Five hundred forty two thousand double. Yeah, basically, two. Very interesting. Right? And i think there’s a lot to try and take a part there that we could of course, formulate our theories about, you know, the global giving sight didn’t even say specifically which organization so there wasn’t that recognition of oh, i know them, but it was focused on organizations doing this short term in this long term efforts where these individuals were able to just go out and campaign for themselves. Right? Like here’s, my page. Donate to it. You all know me and trust me, please donate and we’ll make sure that money gets over there to folks who need it and that has, you know, at least using these two platforms are two examples that go fund me is like you say, almost twice, yep, yep. Okay, wait, we have to move. I want to move to the organizations who might be thinking about crowd funding as a part of a fundraising campaign. There are different ways you could do this. Let’s, let’s, explore that like e-giving days might be one, for instance. Yeah, so i think we talked a little bit about giving daze awhile ago back after giving tuesday. So can a national international now day of giving after the u s thanksgiving holiday and there was there was also just give local, which was able to america just make was just may fifth. Yeah, exactly that i think it’s uninterested in idea when it comes to crowdfunding because, you know, you sure the nepal earthquake is happening in lots of organizations and lots of individuals or fund-raising so you’re part of you’re you’re part of that fund-raising effort, right? People could come across your fund-raising page just by looking to give to nepal, right? They don’t know who you are, but they found you by, you know, doing internet search are looking on global giving for a campaign on and that’s really, i think how to think about it when you’re thinking about giving days, it isn’t necessarily i mean, e-giving days are going to have the same kind of total donations as a natural disaster, right where you’re bringing people together all around the world, but you do benefit from the fact that you can engage your community members, and it feels like, hey, of course, we’re asking you to donate, but it’s this big organized thing, so you get a little more leeway and forgiveness and, you know, the asks of, please donate, and here we are really asking you to participate because it’s a larger event and you benefit from people participating in that event, sharing the link and others in their network coming in and seeing you there. Oh, i didn’t know about this organization, but, you know, my friend just donated to them because it’s, you know, give local america and i want to participate, and i want to donate, too, so you get a little bit of that exposure benefit by participating in a larger yeah get that bump weii just have we have actually less than a minute left. It could also you could consider crowdfunding as a part of an event. Why don’t you talk about that quick? Sure, i think that’s a real missed opportunity if you’re goingto have i mean, you even did this right? Tony, you could do a case study in yourself, you know that you’re putting on an event is an organization and you have community members who want to show their support for you encourage them to set up fund-raising pages in advance of the event, even if they’re competing with each other and have the live event in person be kind of a deadline for those donations. So people see what that timeline is, and they all come together offline and see who raised the most. Yes, i did that when i was honored by hermandad couple of weeks ago. Thank you. Yeah, we have to leave it there. Amy sample ward she’s at amy rs ward on twitter. Her blogged amy sample ward dot org’s. Thank you very much, amy. And we’ll be seeing you very shortly when i’m in portland. Thanks, tony. Looking forward to it. Thank you. Next week, maria semple and jean takagi return, so we’re hitting all the regular contributors in just two weeks. If you missed any part of today’s show, find it on tony martignetti dot com. Think of opportunity. Collaboration with world convenes for poverty alleviation, i warn you, it’s, excellent, and it will ruin you for every other conference opportunity. Collaboration. Dot net. Our creative producer is claire meyerhoff. Sam lieber what’s on the board, as the line producer shows social media, is by susan chavez, susan chavez. Dot com on our music is by scott’s dying. I love that, yeah, you 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 p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five per se.

Nonprofit Radio for April 24, 2015: On Your Tech Horizon & Volunteer Issues

Big Nonprofit Ideas for the Other 95%

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Amy Sample WardOn Your Tech Horizon

Picture of Amy Sample WardThere are two trends you need to be ahead of: The web is becoming mobile-first and donations are coming in digital currency. Amy Sample Ward is our social media contributor and the CEO of Nonprofit Technology Network (NTEN).

 

 

 

Gene TakagiVolunteer Issues

Gene TakagiYou love your volunteers. But they have issues. Gene Takagi shares his concerns around liability; qualifying and training; using employees; and driving. Plus, we’ll talk about the issues around Sweet Briar College’s closing. Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I developed biliary calculus if i got stoned by the idea that you missed today’s show on your tech horizon, there are two trends you need to be away aware of and ahead of the web is becoming mobile first and donations air coming in digital currency. Amy sample ward is our social media contributor and the ceo of and ten non-profit technology network and volunteer issues. You love your volunteers, but they have issues. Jean takagi shares his concerns around liability, qualifying and training using employees as volunteers and driving. Plus, we’ll talk about the issues around sweet briar college is closing, genes are legal contributor and principle of neo the non-profit and exempt organizations law group you got antenna and neo and both on the west coast on tony’s take two thank you. Responsive by opportunity collaboration, the working meeting on poverty reduction that ruins you for every other conference i love having amy several word back on the show and here she is she’s the ceo hello, how are you good? I’m not used to getting to be on the first half. I know. I know that. Let me give you a proper introduction because we want people to know that your most recent co authored book is social change anytime everywhere about online multi-channel engagement and that your block is that amy sample war dot org’s and that on twitter you’re at amy r s ward for ah, ours for rene. Hey. Hello there. Hi. Yes. Congratulations on a very successful non-profit technology conference. Yeah, thank you. Thank you for being part of it again this year. I was thrilled. I loved it. And we haven’t played your interview yet from there, but but we will. It’s coming up. I had twenty five great great interviews from ntcdinosaur just last month. Right? Early march? Yeah, early martignetti i know. Oh, you cut out a little bit there. Are you on a regular ah, landline. I am on a regular phone. Can you hear me? Okay. Yeah. Okay. You just cut out a couple of syllables, okay? No problem. Um, let’s. See? So we’re concerned about google paying muchmore attention now, too. Mobile friendly sites. What? What is this? About well, i think we’ve all you know, we’ve talked on the show before you and i about way’s tio recognize in all of your different channels where folks are coming from and google as one of the probably main observers of where people are coming from was using the web has also noticed, of course, that you know a lot a lot of web traffic weather, that two things we would consider social media, like twitter and facebook for just general web surfing looking things up on websites is coming from mobile devices. That doesn’t just mean somebody smart phone, it could be a tablet, you know they’re not sitting at the at their desk on a full computer, and the experience of using the web on a smaller device, especially when you don’t have a full keyboard can be unpleasant, to say the least. You imagine trying tio apply for a job or fill in a donation form or, you know, even write more than couple sentences on a lot of websites. It’s really tough to dio? Yes way! We’ve all had that frustration. Yeah, and google has already made adjustments in their algorithm and in other pieces. Of how you experience the web to try and support the best experience you can have. And this week they also added into their algorithm, teo help support search result rankings whether or not the content was mobile simply so if you were doing a search on your smartphone for something you probably want tohave prioritized for you, content that you will be able to read once you click through on that search result, right? So it isn’t necessarily saying that if you if you don’t have the most beautiful, mobile friendly website, that you will no longer show up in search results there or anything like that, it’s, just helping people on other devices hopefully find content. They can read easily on the device they’re using. And google says on their, uh, their blah ge. And i’ll include the linked to their announcement of this in the takeaways on the facebook page that this is going to be a quote, a significant impact in our in our search results. Yes, so this’s something that yes, you and i have talked about it. But now, because google search is changing its algorithm, it’s become quite a bit more urgent. Yeah, i think it’s become more urgent, and i think it also, um, you know, it will certainly impact what people think about when they’re thinking about search engine optimization. Ceo a phrase that anybody who’s ever tried toe look up, you know, how do i make my sight? Hyre in search results, how do i make my sight easier to find? Seo search engine optimization is the term that they would have come across and traditionally best practices around ceo were things like, you know, making sure that your titles had a title tag so that search engines could find what the title of that page was easily and, you know, you spell out people’s names that aaron photos so that they’re, you know, linked and associated with that page, things that were about the text and about what would be called the metadata behind the page, the things that maybe don’t show up but that a search engine can still read and tell what’s on that page and you know, at least this is being transparent and everyone’s being told exactly what they can d’oh, which is great, but it just means that when you’re thinking about search engine optimization, it isn’t just content and metadata is also how accessible that content is for people that might want to read it. And this this only applies in terms of the google search results. They will only be hyre analyzing for hours or or indexing for mobile friendly sites if you’re doing your search from some summer night mobile device, right? Like you said, phone or tablet cetera. Okay, okay, now it may not be for everybody. I mean, maybe maybe there are sites that don’t have very many visitors coming to their site from a mobile device. That’s true, i think everyone should be checking their analytics on your web site c see what portion of web traffic you already have from from mobile devices. I know at and ten we have a lot. We have around a third of our visitors, especially when you drill down into people who visited the site by clicking through from one of our emails when we send out an e mail for example, our monthly connect newsletter, which is a compilation of guest articles from the months a lot of people reading that and clicking through our reading on a mobile device. So for us, we knew that was really important to make sure the site was accessible in that way. But i know there are plenty of organizations who haven’t made made updating their website to be more mobile friendly a big priority, because when they look at their analytics, they see so few people coming that’s kind of ah, catch twenty two argument, of course, if your site is just impossible to read, well, people aren’t had come or there at least not going to stay on the site, so then you won’t have those hyre numbers, but if you do know your audience and or you know you’re content, maybe the content you you have is something that inherently is for people who are on a computer looking it up. You know, i recognize there’s, some nuance, that argument, but i think for most organizations, it is something that we need to work on doesn’t mean you have to drop everything you’re doing and make sure you have a mobile friendly website by monday morning, but i think recognizing that it is important and will only become more important going forward anyway, we can start making certain changes priorities now and build out for more complete mobile friendly websites. Overtime. Okay, thank you and thank you for keeping this all in perspective. And that was why i pointed out that it’s just search results that air from mobile devices. So while you may be impinged, you’re not going to be lost in certain google search results, okay? Let’s keep things in perspective, especially single, especially since my sight was flagged by beth cantor as being non mobile friendly when she was if you block this issue and she was talking about you being on the show, and she pointed out that tony martignetti dot com is not mobile friendly. Thank youfor, yeah, she called it right out, but what i would say and this isn’t a biased opinion because i’m on your show. I think that there are a few different kinds of web sites when it comes to qualifying for being not mobile friendly, so their websites that you click through and of course it looks just like it does on the web on your phone, which is how the tony martignetti site look, but when i’m looking at your site on the web, it’s also pretty straight forward, right? There’s a big main section of posts of content and then a sidebar. So if you are on a mobile device, it’s easier to just tap that main column and view that content, then say, if you were on, i mean, we can even use the antenna website. Our home page looks just like yours that you know you’re going to see the full thing just zoomed down into a tiny device, but because our home pages and designed like yours where they’re just kind of one column of content and then a sidebar it’s difficult to know how to drill down how to tap and scroll in because it’s just so big. So i would say for you at least, even though it isn’t necessarily passing all of the tests and getting all the green check boxes by google’s mobile test, it is still something that i could functionally access. Where, as you know, we definitely don’t think that the inten website if you hit the home page, at least, is easy to navigate by trying to come in. Okay. And we’re gonna, we’re gonna go out for a break. And then we’ll talk about where there’s mobile friendly test site is. So that people contest their own sites and will keep, continue keeping this in perspective. And we’re gonna talk about bitcoin and digital currency. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have for her. 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. Welcome back to big non-profit ideas for the other ninety five percent let’s do some live listener lovelace start abroad this time today in korea, we’ve got young sun, young, jean and soul all checking in korea on your haserot japan, only only tokyo today maybe others will check in, but a couple in tokyo can eat you are and also brooklyn now i’m sorry, that’s not very nice. Brooklyn, new york thank you for listening. Brooklyn that’s unkind sorry, you’re united arab emirates, you a even with us three, four times or so welcome from the united arab emirates we cannot see your city, but we know that you’re with us live, listener love always podcast pleasantries to people on the time shift, wherever you are, whatever device you’re listening on. I know it’s, i know we’re mobile abila optimized for podcast purposes, so you could be listening on the tablet or mobile or other or phone whatever you’ve got netbook we are ah, we’re optimized for that on the audio side, so podcast pleasantries and, of course, affiliate affections and i’m going to give a special shout out to our affiliate km jozy in the mid willamette valley. Because we’ve got amy amy on right now we’ve got the mid willamette valley around the portland and kaiser area non-profit radio for the capital and kaiser affiliate affections toe everybody throughout the country listening and one of the affiliate stations. Okay, i’m jozy have you ever been down there to visit them in? Ah, in portland and kaiser? Amy, i’ve never visited the station, but i’ve certainly been tio most everywhere in their service area. Have you ok, you’ve been down to the mid willamette valley? Oh, yes, ok, i’m hoping to get there and on the west coast trip after you have to let them know this mobile friendly test site that my sight failed. This’s what you were referring, teo green check boxes, green checks and little or you get red x is it’s i think if you just search mobile friendly test site and google, you’ll you’ll get it instantly. I also tweeted it already while we were talking on the non-profit radio hashtag that’s from the general you are if you’re listening and you’re really quick and you’ve got your browser open, you could just type in. Google dot com slash web masters flash tools flash mobile dash friendly. And it all take you to the test. Okay. All right. That’s. Very multi-channel of you. Thank you. I got red x is for, um, uh, text is too small. Lynx too close together and ah, there’s something else and was content wider than the screen. Um, yes. Yeah, that may. That may have been the third one that there were three things and i only wrote down two for somebody. Yeah, may be content to what? Yeah, something like that. That’s, right? That’s, right? All right, but we’re gonna work on it. We’re going to first look at the percentage of people who come from a mobile device. I would say, though, that my podcast in defense but the podcast site where people go to actually listen. If you’re not subscribed, we gotto listen. That is mobile friendly. So i passed one out of two sites is good. Exactly. And i think that’s a great segue way, whether you mentioned is that or not too how to think about what you should do with your life. Folks that are listening are also getting those red xs and failing failing the test you don’t necessarily overnight. And like i said before monday morning, you don’t need to come into the office with a whole new site that’s totally mobile friendly, but if you know that there are specific pieces of content, parts of your website, certain actions that you’re regularly promoting make those the top priority for being mobile friendly for you. Tony, you know that you’re not necessarily telling people every day on twitter say hey, go read every part of my website you’re telling people to go listen to the show live or or go download the podcast and listen, you know, on their commute home and that pathway that clicking through from twitter over to the listen side and browsing whichever episode they want to listen to. That experience is mobile friendly on dh that’s i think what really matters right now for your content, you can work overtime to optimize the rest of your site, but the pieces you’re regularly promoting and the pieces of content people would probably want to access from all different kinds of devices you have made accessible school. All right, i feel all right about that. Yeah, things keep things in perspective. Exactly. Exactly. I mean on the other side, you know, i’ve i’ve said the inten website also failed those tests, you know don’t feel bad about that, but we knew that, you know, over a year ago when we started and is part of why we started our website redesign and have definitely made accessibility a central part of the redesign. So, you know, we didn’t know that april twenty first, when google was changing that over was coming, but our site a launch next month, the new site. But in the meantime, you know those pieces where we know people are trying to visit from all different kinds of devices we have made mobile friendly, you know, from the very beginning and that’s been the case since we launched those different tools. So the conference website, you know, when your live at the mtc and you want to look up the schedule, that experience has been mobile friendly from the beginning, our community platform where people are, you know, participating in online discussions, things like that, that pathway, you know, getting an email notification that somebody replied to you and log him in and, you know, participating there that those processes are mobile friendly. Even though hitting the home page of intend that organ, at least for one more months is not all right. Well, very sensible on dh planned out. Okay, i see sam. Sam just went to the site and he’s checking the double diamond and talking alternative sites that we both passed. Sam, no talking alternative did not did not. All right, well, he’s, keeping it in perspective again. All right, set a four times already. Anything else you wanna say about this mobile friendly issue before we moved to digital currency and bitcoin? I guess the last thing that i would say is if you’re going on tio, you’re going online where and running the test. Checking out your sight know that on the google site where you’re doing these tests, they have also included some really helpful overviews of what to do, depending on what kind of site you have. So you can get tips specific to the type of website you have if you’re using droop a laure, wordpress or tumbler or you know, whatever, however your side is built, they’ve anticipated that and those questions and there are some some really easy to follow steps on you. Know potential ways to make your sight mobile friendly without having to do an entire website redesign. Excellent. Thank you, bitcoin. Now i first got introduced on while the show to bitcoin from non-profit technology conference last year twenty fourteen there were a couple of guests from canada holly, holly, wag was one and jason shimatsu, holly wagon, jason, jim and jason especially was talking a good deal about bitcoin, but it’s becoming now, and i’m probably just in the past year, it’s becoming a lot more popular. Wall street journal had an article, so you thought it made sense to talk about yeah, attention has definitely been bitcoin proponent in the end ten community and i think this year at the mtc, he and david neff and a few others had facilitated a conversation during one of the connect sessions as well. So if folks are interested in talking more theirs definitely a contingent in the end ten community that is happy to answer questions that already taking that coin as donations that they’re non-profits i’m happy to get folks connected. Is that conversations they want tohave after today? Outstanding thank you. And of course, you don’t have to. Be an intend member toe get a lot of the benefits on dh participation at intent, but you should be a member because it’s really a great value, but you don’t have to be so let’s acquaint people with bitcoin this this digital currency? Can you do that? Yes. So i think you know there’s, at least in my conversations with organizations there’s two pieces to try to conceptualize one is the actual currency bit he like what? What does that mean? Like a kind of money that i can’t put in my wallet? So that’s just how it’s going to be you know you can’t request that it turns into a money you can put in your wallet, but it is a digital currency totally operated and administered online. The the record of you know how many bitcoins honey you have versus how many i have is is part of the public record and administration of the currency online, so at any time you can go online and see what the what what it’s valued at what a single bitcoin is value that and how much bitcoin is in circulation and where the other part that i definitely hear. From organizations when we’re talking about bitcoin is how how does that translate? Like, how would we touch that as a non profit organization? And i think one way to think about it is, you know, when we when organization started accepting donations on line one one kind of action that a lot of organizations are very familiar with now was setting up a paypal account, right? So we set up that account, we connected it probably to our organization’s bank account for direct deposit and everything. And then we just put on our website that button, right that’s the button that donate by paypal that’s basically the same experience you khun offer now to people you can sign up with a bitcoin processor bit pay is probably the most prominent and it’s the same thing you’d get you set up your account so it’s connected to your bank account, because in the end you really will be getting bitcoins converted by bit pay into direct cash donations, so your end of the equation will still be that same experience where it’s cash that’s being donated and you’re sending off that email that thanks for your donation of you know x amount of dollars and here’s, our charitable information, you know, for your tax violence? Yes, it helps quite a your enough. They’re so bit pays managing. Okay, somebody on, you know and tens website click the button i you know, bit pays taking the donations of those bitcoins, converting them in there current, you know, real value into cash and putting that into our accounts. Yes. So it it’s worth having a processor so that you are dealing with u s dollars or canadian dollars or whatever your currency you might be british. Don’t imagine there’s many non-profit who want to unnecessarily be accepting bitcoin donations as bitcoin. Managing them is bitcoin and then looking for opportunities tio use that bitcoin is a currency where their pay, you know, be accepted these donations we’re keeping it as bitcoin. And then we’re changing this out and that’s for two reasons. One now you’re an organization who’s got, you know your bank account and most of your money on your financials all managed. And then over here you have this one. Probably very tiny pool of a totally different currency, which is just a difficult administration process, right? But the other part of that is that last year, the us government said bitcoin is actually considered for taxable purposes as property and not his currency, so that means you would need to be men, you know, managing and eligible to be paying a gains and all of that, you probably don’t want todo, right? Yeah, the easiest way to think about that the implication of that part of it is if you were trading in securities, it’s it’s treated luxuries like property, which is security is stocks and bonds we’re talking about, not like, like currency or cash, and you don’t want to be dealing in that and in that and having to worry about fluctuations and exactly like you just said capital gains and losses, and so, um, especially because bitcoin for organizations who are now accepting donations is bitcoin, you know what they’re actually getting in, that donation is similar to, you know, maybe other kind of alternative online donation campaigns where what you’re getting is a donation of three dollars or ten dollars, you know at a time so the idea that you would be getting all of these kind of small little chunks of bitcoin that you’re having tio account for and track and voter henschel li pai against capital gains and losses like, oh my gosh, that just sounds like work you don’t want to dio so using processor that will just convert that at that moment of donation into the cash on your end and give you that donation, you know, you send your your e mail receipt to that donor and you’re done standard process i think it’s so much more realistic we have ah, we have run out of time, so i’m just going to say this that another advantage to bitcoin is that the the processing fees are lower than credit card fees on dh, of course. Well, in many cases, there isn’t a b okay. Ah, and we’ll have ah links on the facebook page takeaways amy sample ward on twitter at amy rs ward. Thank you very much, amy, thanks so much for having me. My pleasure as always. Thank you, tony’s. Take two and volunteer issues coming up. First opportunity collaboration. This is the annual unconference in x stop a mexico. It was last october was my first time going again this october. The subject is poverty alleviation in all its different forms, and there were people working around social justice or working directly with the poor. There were people doing health and sanitation. I met people doing water projects, for instance, whatever it is that you’re doing in a poverty region to alleviate, and ideally reduce well should, say, eliminate, ideally, eliminate the poverty. Um, if it’s, if that’s the type of work that you’re doing, then opportunity, collaboration is something that i suggest you check out. Amy sample ward is going to be there actually, this year, they are at opportunity, collaboration, dot net. If you’re at work, is it all related to poverty reduction? I was honored by hermandad last night. The organization that does water projects brings fresh water, too poor parts of the dominican republic. And you were with me. You really did make it a double honor because non-profit radio listeners stepped up and i thank you very much. I’ll have details next week, after all the gifts have come in. Ah, and i’ll do the video, etcetera, but i’ll have a little more for us next week. But at this point, thank you very much. That’s tony’s, take two for friday, twenty fourth of april sixteenth show of the year. And i’m very pleased that our other west coast contributors here that’s jean takagi he’s, managing editor, managing attorney of neo non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak e ta ke welcome back, jean. Hi, tony. Great to be back. Oh, thank you. Great to have you back. Um, we’re talking today about volunteers. There’s there could be issues that non-profits maybe overlooking and they may think just because it’s a good hearted volunteer and they’re non-profit doing good charitable work that there won’t be any legal problems. Yeah. It’s an interesting thing. I want to say that volunteers are really the life blood of many, many the vast majority of non-profit. So we really love volunteers. But we want to think about protecting our organizations and protecting our volunteers as well. So i think we at least have to consider some of the possible liabilities that might be created by the acts of volunteers. And in some circumstances, they could be considered employees. Yeah, volunteers could be considered employees if you decide you want to pay for their services. So sometimes that that seems pretty obvious. If you pay somebody there, they’re probably either an employee or an independent contractor. But a lot of people think, well, if i pay somebody who used to be a volunteer, maybe i can keep them on volunteer status. As long as i call that payment a stipend. That may not be true. It all okay. That’s. That’s? Yeah. That’s just doesn’t smell good either. No. Okay, so what are what are some of our, uh, issues as we as we drill down some of the potential liability? Well, i just think about if you if you hired a volunteer and you decided that you were going to go, you know, you had a summer camping program supervising children, and you brought in a volunteer. And that volunteer ended up doing something terrible that got one of the children hurt. Now, what type of responsibility should the non-profit have, you know, would respect protecting that child, who, whose parents decided to send them to that summer cap and trusted the vault, the non-profit teo, to protect that child. So that’s sort of just opens up the the sort of kan, if you will, or pandora’s box of all of the potential issues that might be involved with bringing in a volunteer. Okay, that’s, ah, that’s, a cool example. The the recruitment right or the or the hiring of volunteers, for instance, right? So, i mean, if you if you hired in that example, if you hired somebody that had a criminal record of sexual abuse and predatory behavior again, children, my gosh, you know, you should be held responsible for not not doing some level of screening when when allowing that an employee or volunteer teo interact and possibly supervised kids in those situations for employees, oftentimes you must screen them. You must do a background check by law. In many cases, when they’re working with children with volunteers, they might not fit under the same category in terms of the, uh, legal protections for the children. But it really is up to the non-profit to create some polish he’s to make sure that when they’re recruiting, when they’re hiring, that they’re doing so without negligence and doing so with reasonable care under the circumstances. Yeah, you’re also concerned about how much authority of volunteer has yeah, you know, so, you know, we can imagine again if we put that volunteer, and maybe we did screen that person, so there is no criminal problem in no predatory behavior. But the person has never actually worked with children before, and now all of a sudden there’s a fight between the kids or, you know, kid has an allergic reaction to food, and he doesn’t know or she doesn’t know what to do and so clearly delegating authority, providing some sort of supervision, some sort of training for that person, probably limiting their authority, especially in the beginning so that you’ve got somebody who knows what to do it in, you know, totally foreseeable circumstances when you’re working with children or when you’re working in whatever environment the volunteer is going to be working, it is really important you just don’t want to throw the volunteer out there and say, do this, and you’re on, you’re on your own, you know, in this conversation, a lot of what we’re talking about just sounds like it’s perfectly parallel with the the way you bring on ah, new employees, i think so. So the more responsibility of volunteer has and it’s close to ninety percent of all organizations that are completely run by volunteers. So that’s really a lot of non-profits that that really dependent on their volunteers and of the other? You know, ten to fifteen percent, a lot of the programmatic work is aided by the assistance of volunteers, so we’ve got to be very careful if they’re really taking on the rolls, even though they’re doing it out of the, you know, goodness of their heart if they’re taking on the rules of responsibilities, of running a program, supervising other individuals, supervising children, you know, and doing whatever work that needs to be done that you’re going to rely on is the non-profit that it’s going to be okay? You’ve got to make sure that you pick the right people and that you adequately equipped and trained them so that they could do the job they were set out to do so then also following this parallel than discipline do write an evaluation, yes, just the same way you might hyre volunteer, especially if they’re going to be working a lot of hours, or they have a lot of supervisory authority or just a lot of the individual autonomy and doing what they’re doing without a lot of direct oversight, you’re going to also hold them to your, you know, code of conduct, which is something i would recommend. That organization tack for their volunteers? Certainly a job description that’s very clear in terms of what is expected, who that person supervisor is and, you know, the statement that they must take the direction of that supervisor who’s in charge, and if they’re not following that code of honor, or if they’re in subordinate t the supervision, i think you’ve got to be ableto have some disciplinary procedures similar to an employee, but of course they’re not they don’t get the employees protection that employee’s house. So, you know, if if you feel like there’s just an unsafe or very bad environment caused by a volunteer, you have to be prepared to terminate that volunteer should there be a contract with volunteers or something that they signed that’s not legally binding as a contract? Yeah. And, um, really good showing your legal back-up sarrantonio agreement might might not be binding on a volunteer that’s entering into a contract for providing free services to the non-profit it may or may not be binding, depending upon how you phrase it, i think most non-profits don’t necessarily want it have legal, you know, lawsuits resulting from a breach of contract by a volunteer who failed to do their duties. But some sort of informal, maybe non binding agreement or memorandum of understanding for the volunteer, i think is great. So even if we call it a volunteer agreement just specifying what their duties are what’s expected of them and what type of disciplinary actions might follow if they’re unable to perform their jobs or unwilling to perform theirjob, i think all of that is a good idea. Okay, um, we’ve been talking about protecting the non-profit. How about protections for the volunteers? I mean, there is something called a volunteer protection act. Yeah, and i think for a lot of volunteers, many of them serve on the board of organizations. I know i served on a few boards, and i would like to know that i’m protected in case something i do in the scope of my duties for that organization result in a lawsuit coming and perhaps the lawsuit that that hyre where the lawsuit alleges that both the organization and the volunteer director are defendants, the volunteer director will be looking for some sort of protection in that case if here she was totally acting reasonably in the scope of their duties. But if their suit, personally, some money might have to come out from their personal countess organization doesn’t have the money to indemnify the director, even though the organization may be required to understate laws. So we’ve got this federal volunteer protection act that’s out there that says that volunteers generally aren’t liable for simple negligence if the actor within the scope of the volunteers responsibility, but that’s another good reason for having some sort of written agreement that actually spells out the volunteers responsibilities so that’s actually very clear and that would be protected for the volunteer is well, in that case, i should let you know that that limited protection is contingent on many things, and if somebody that got hurt said that the director or other volunteer was grossly negligent and simply negligent, then the volunteer at protection act may not protect that. Volunteer it all, so insurance becomes a very important thing to protect volunteers. And for the organization itself, toe have adequate insurance of for liability for directors and officers, which often cover other employees and agents and volunteers. That would be important. Finally, i think the protection that volunteers have to worry about is what if the volunteer themselves gets hurt in the scope of the duty so they’re volunteer at the summer camp, who in this case is perfectly doing a great job in his excellent is wonderful for the children, but he trips over a log on a hiking path and breaks his arm. Who pays for that? And if the non-profit is goingto, you know, have to pay for that. Dino coverage will not will not cover that, probably volunteer accident insurance at the non-profit might consider getting to protect their volunteers. In case that happens, guys, the volunteers may be personally responsible for paying their own medical costs, even though they were acting completely in the scope of the responsibilities for the non-profit the d a know that you mentioned the directors and officers insurance, you and i have talked a good bit about that when we’ve talked about board generally bored issues and protections, and we have talked about to the you just mentioned the potential for personal liability of board members as as fiduciaries to the organization, but now you were talking broader, and that could be personal liability for non board members. If volunteers are going outside the scope of their responsibilities, it sounds like yeah, so if they’re going outside of the scope of the responsibility, volunteers could certainly be held liable and non-profits or small and don’t have a lot of money and the non-profit doesn’t have any insurance. Well, then the person that got hurt might say, you know, i don’t really want to do it, but i’ve got to sue you because you’ve got the deeper pockets than this non-profit that has no money, no, you’re going to have to pay for my medical costs because you had me on this hiking trail and i tripped and it was dangerous, and i didn’t sign a waiver of liability, which may be something else we could talk about, so, you know, i’m gonna have to sue you, and you’re gonna have to pay for it and there’s no insurance to cover that, then, you know, wait, we just have a couple of minutes. Before a break, and then we’re gonna move on to ah sametz use around the sweet briar college closing, but the the volunteer does always have the possibility of just saying that they don’t want to do something, just say no, yeah, that’s sometimes got to be the best volunteer tre tek shin and the non-profits have to make sure that the volunteers feel comfortable of saying, i don’t have the skills or the background or the experience to do what you’re asking of me, so you can either train me and i could get up to speed on that or you’ve got to find somebody else. Those volunteers field pressured into doing something that they can’t handle that’s going to look really bad on the non-profit well, maybe i’m not qualified. Teo, be the range official on the shooting at the shooting range or the archery range. Yeah example, and there was a lawsuit filed where somebody was instructing on scuba diving ono instructed, and it wasn’t a certified scuba divers. Oh, no, don’t well, i was i was a lifeguard at the town pool when i was sixteen. All right, all right, i think what? Let’s, go out. A little early for our break. When we come back, jean and i, i’ll have a little more live. Listen, love domestic this time, and jean and i are going to move to the sweet briar college closing. 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 philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to retweet 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 guest 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. Let’s do domestic live listener love and i want to give a shout out to brooklyn, new york. I feel bad that i was mean to them. Brooklyn, new york love you love you. Thank you for being with us. Woodbridge, new jersey, seattle, washington, oregon. We can’t see that i don’t know what town, but oregon is with us st louis, missouri, san francisco, california and multiple san francisco’s not only gene altum pandu jersey welcome live listener love going out to all our domestic live listeners. And then we joined a couple of a couple joined us from abroad. Denmark i am not going to offend you by attempting to pronounce the name of your city in denmark. But we see you denmark and we see loads in poland live listener love jean sweet briar college is having some trouble getting a lot of popular press because they’re closing. Andi just have, you know, like five minutes or so teo sort of summarized there’s a possibility that the court in in california may substitute its judgment for the board and determining whether sweet prior should close. Yeah, i think it’s in virginia, virginia, i’m sorry. That’s right. Sweet. Bar virginia, you’re absolutely right. Thank you. Yes, it’s, you know, woman’s college in virginia and the board decided that it’s going to close down shut down the non-profit after the summer session and they said basically, they’ve got insurmountable financial challenges. Um and, you know, boards generally have the authority where there isn’t a voting membership structures, so not a voting member ship structure like a union or a homeowner’s association, but most non-profits just are run by their boards, and when there isn’t this voting member substructure board generally have the authority to close down the organization if they think that the best way to advance the mission uh, it is to close down because other organizations just khun khun operate mohr effectively and more efficiently, and they no longer had the capacity to do so. But in this case, the a lot of, you know, teachers, faculty, duitz i’m nam and i write, you know, we’re saying this is ridiculous, you know, this is maybe just a failure of this board and this president to be able to turn this college around, um and they even convinced the county’s er attorney to file a suit on behalf. Of virginia seeking to block that closing and force the removal of the board and the president. But the judge said that, you know, the county didn’t, you know, not quite have the right to sue on charitable trust grounds, but did have the right to say that, you know, to sue at least there was no decision made on this, but did have the right to sue on violating the charitable solicitation laws, which basically say, if you’ve given money to support the advancement of the mission of the school that may be closing, the school is not in the advancement of the mission, so you can start to use money you raised recently that where were you already knew you were going to close the school and use that money to close the school so that’s basically the limited judgment that that the judge has made and now a whole bunch of other lawsuits, all looking at all these different legal theories are sort of popping up. And so this goes to the er intended purpose of the gifts no one gave to sweet briar with the intention of the money being used to close the college right? I right now that i think they’re proceeding with the closing, the board and the president, but they’re using unrestricted funds now there’s a question about even if we didn’t specify that this fund was specifically or, you know, a professor or one part of it wasn’t designated, but yeah, even argast resonated, but we don’t think you could use it to close down the non-profit now, personally, i don’t think that argument is goingto work because, again sometimes advancing the non-profits mission is not necessarily keeping it afloat if it’s just bleeding money and not doing a very good job purse during the mission, there has to be some discretion if if the board is in charge of the organization to be able to close down and i don’t know sweet briars like sort of specific governance issue’s on whether the board has really tried that, and it is somewhat problematic that they didn’t actually go out and seek some help from the alumni and students and faculties and donors and supporters about what they were doing and that they continued to generally fund-raising when they already you made the decision to close down, i think those are all problematic statement, but i do find it difficult to have a court come in and say that no, you can’t shut down the non-profit all, you have to keep operating. So you feel that the undesignated unrestricted gif ts to a non-profit really are to be used at the discretion of the board and the trustees. Yeah, but they’re held up toe a fiduciary duty, you know, to work in the best interest of the organization. And in that case, you know, really in the best interest of the organization’s mission of how well it can advance the mission and it’s interesting you you opened with the best way to advance the mission may be to close the institution. Yeah, in some cases it is and, you know, no institution lives forever, you know, every institution that we know of has some life. Okay? Okay, um, the we still have a couple of minutes left. There’s the issue of i wasn’t sure we’d have time for this, but the standing, whether whether alumni have the right to sue a college, help us understand that he has i mean, i think that would be the case of any non-profit organization do. Other people apart from the board members have the right to sue the non-profit because they feel like the non-profit isn’t doing a good job. Well, if that was the case, they would probably see the non-profit and the board members. And if that was the case, i don’t think you’ll find very many people deciding to volunteers, board members. Mmm. So some people that do have standing in this case are voting members again, you know, typically you see those in, like, labor unions, homeowner’s association’s, professional associations where members actually elect the board members and you might get the proxy notice just like a shareholder has for-profit corporation to vote for who you want on the way ported nineteen members are like shareholders and have the right to suit the organization and the board, but if they don’t have voting members, we probably don’t want people in the general public to be able to sue a non-profit because they don’t think the non-profit is doing a good job, and they may not see any of the, you know, the things that the board members see in terms of understanding what non-profit is actually going through it’s, not you. Know, they may not know anything else about the non-profit that back-up, you know that it provided the service that they want benefited from, and they don’t want it to stop. Even though we asked donors to invest in our organization, the law is not seeing them as investors, shareholders. The way, ah, shareholder, that that allex board members is seen in the law. We have to write, so they fired all the contribution that i make to a charity doesn’t give me the right to sue the charity, because i don’t like what they do. We gotta leave it there. Gene takagi, thank you so much. Managing attorney of neo and it’s, the non-profit law, blawg dot com and is at gi tak on twitter. Thank you very much, gene. Next week, we have two ntcdinosaur views, multi-channel storytelling and your disaster recovery plan, one’s, uplifting and the others potential crisis. If you’re not managing things right, if you missed any part of today’s show, find it on tony martignetti dot com, where in the world else would you go? I don’t really sing that very well. Where in the world else would you go? We’ll drop this shortly. 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When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. 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Nonprofit Radio for February 13, 2015: Design Strategy & Digital Strategy

Big Nonprofit Ideas for the Other 95%

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Matthew ScharpnickDesign Strategy

Matthew Scharpnick has thoughts on what good design is, why it’s important and how to achieve it. What is design strategy and why the heck is Charity Water talked about so much? Matthew is co-founder and chief strategy officer of Elefint Designs.

 

 

 

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Highlights of the 2015 Digital Integration & Outlook Report, released this week. We’ll look at trends in staffing, strategy, engagement and more. Amy Sample Ward is 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 it’s the valentine’s edition happy valentine’s day! I’m going to shout out np valentine’s throughout the show and here is the first one roses are red, sunshine is warm, mayor love go on forever like a nine, ninety form look, i love that one that’s jesse anna, born eamon in suwannee, tennessee and she’s at rhymes with messy on twitter at rhymes with messy love it we have a listener of the week oh my goodness! They are incredible fans of non-profit radio why? W c of monterey county, california eliminating racism, empowering women they love the show today they just tweeted, how do we love non-profit radio and tony m let us count the ways and they’re all listening today. Each of them is listening today. Sam, should i do it? I got the list. Who? Who cares what sam says? It’s, my show. I’ll do whatever the hell i want. Shut up, sam. What do you see? A monterey county, of course. The administration staff germaine patricia chelsea. Hello, chelsea. Fabiola! Danielle! Leon! Ella! Danielle! No! One was daniel danielle rosa, cheryl hello, cheryl mccormick, molly sikora. Emanuel got to get the clinical supervisors rosa and lose have tohave the pre licensed therapists in there brenda leigh, anne marie, tsa, enrique, carmen, ana, christina marie, tsa, maria elizabeth and mary ann. And, of course, where would wide wch monterey be without the domestic violence advocates? They’d be nowhere. Diana, angie, maria, ludmila, lucinda, rachel and of course, can’t forget marissa robe lace the y w c a of monterey county, our listener of the week congratulations! Thank you so so much for loving non-profit radio i’m glad you’re all with me. I’d suffer the embarrassment of triskaidekaphobia if i came to learn that you missed today’s show it’s d s day that’s not domination and submission it’s designed strategy and digital strategy design strategy. Matthew scharpnick has thoughts on what good design is, why it’s important and how to achieve it? What is designed strategy and why is charity water talked about so much? Matthew is co founder and chief strategy officer of elephant designs digital strategy highlights of the twenty fifteen digital integration and outlook report released just yesterday it’s cutting edge we’re gonna look at trends in staffing, strategy, engagement and more, amy sample ward is our social media contributor and ceo of inten, the non-profit technology network between the guests on tony’s take to have mohr and p valentine’s and my latest standup comedy gig responsive by generosity siri’s they host multi charity five k runs and walks very glad that master scharpnick matthew scharpnick can be with me today. He’s, a design strategist and researcher, as well as user experience and information designer he’s, co founder and chief strategy officer of elephant designs. He runs the design blawg redesigning good for the chronicle of philanthropy, and he has written for stanford social innovation review dot net magazine and others on twitter he’s at mat sharp a ch aarp and his company is at elefant designs dot com that’s e l e f i n t matthew scharpnick welcome to the show. Hey, tony, thanks for having me. My pleasure. I’m glad you’re with us. Why is designed? Oh, thank you. Why is designed so important, matthew, i think this side is important for a lot of reasons. I think it might be important to think about what design is when we answer. That question, you know, a lot of people when they think of design think of visual design, and that is certainly a critical, important part of a lot of things, and we can talk about that. But design, in a broader sense, could be thought of as just the intentional act of creating things and really understanding how everyone’s going to consume that product or service, and putting a lot of intentionality and effort and energy into crafting that experience for people. So i think with that broader definition, it’s really the ability to create things that are going to work really well for different audience. And so what we do specifically at elephant is look at how design can play out across a number of different things that non-profit organizations and ngos and other good causes they’re trying to do so there’s things like service design, which can be actually crafting the processes and services that people use, whether it could be a branding, which is something that i think a lot of organizations and the social sector are now really paying a lot more attention to basic information design obviously went designed so it’s a broad category and you specifically say, you know, doing this with intentionality and effort, so we’re talking about more than a new logo or a new tagline or new colors on the website? Yeah, that’s, right? I think you know, those are all the deliverables. Yeah, those are small pieces, right? Exactly. And so it’s not uncommon that people come to our design studio and they’re thinking directly about the deliverables. So maybe they wanted info graphic or maybe they want a logo, and what we always encouraged people to do is to take a step back and that’s what we call ourselves the strategic design studio because our approach to things it’s really to say okay, well, let’s, look at, you know, what is the goal of this? Why do we want an intro graphic? Maybe an infographic isn’t actually the best way for us to achieve the goal that we’re trying to achieve, or even if it is let’s really think critically about who these audiences are, what we need to create them. And how would you describe this is this is very ethereal stuff, and this is, you know, it’s, a highly skilled profession, i know, but you know you’re you’re best shot. How would you describe good design? Um, i think good design is designed that is effective designed that really delights people that helps people understand what the goals are behind that designed without having to pay a lot of effort into it. So where i see designed being this amazing compliment strategy is probably a lot of listeners, if they’ve been involved in any kind of consulting project, would have seen the deliver bowl at the end of that as some kind of long report. I know when i was a director of marketing for non-profit we often have fund-raising consultant, consultant, different people that would come in, and they would deliver something like that, and it was really great information. These were experts that really knew what they were talking about, but i think the unfortunate side that i saw was that very few people would ever access this information. They might deliver a report that the ceo and i were the only ones who saw it, and it would be something that i would maybe review a couple of times a year, and what i realized was that when you took the strategic insights and you bake them into a design, then people just get it? So i think, really effective design and you’re right, it it isn’t a serial question we could we could probably spend a lot of time just exploring that one question, but i think on a high level, if you just get what an organization is about, what it’s trying to do, what values are without really having to think about it too much, then they’ve probably done a good job of crafting their brand and creating really quality design, and you should be able to get that from just your your first moments. Looking at their sight? Yeah, i mean, i think you know again website is a very common touchpoint most people you know, when you hear about an organization of any kind, the station very likely to hop onto their website, and so that’s obviously one of the most important pieces tow any organizations brand but a brand extends obviously much more than just its website and there’s other visual deliverables know there’s collateral materials there’s alone, though there’s all these other things that people touch, but a brand is really this summation of feelings that people have about an organization. So it’s your website talks about how you’re a very caring organization and that when people go to interact with your staff, they find them to be a little bit of luke or they don’t give them very good service. Then you’re telling two contradictory stories and eventually that starts to fall apart. So i think one of the things where, you know, someone might just be going into it thinking, oh, brand, we need to design our logo on our website, but when you start to expand these questions of what your values are and looking at all the different places where people interact with your organization, it really opens up the opportunity for organizations to think about this in a broader way, and you obviously want to build a brand that’s very authentic to who you are is an organization because if you’re trying to make claims that don’t really resonate with the experience that people having out world and eventually it’s gonna fall apart on you know who you are and what your work is, what your mission is, we’re going, we’re going to go out for a break a couple seconds, we come back, of course, matthew scharpnick and i’m going to keep talking about this, including, bring in your mission and how do boardmember sze sometimes get in the way of good design? 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. We’re watching the hashtag non-profit radio of course in the studio give local america hope you joined in said you were going to be joining us. I hope you’re with us. Oh my gosh, live listener love falls church, virginia salinas, california or we know who that is. That’s the y w c a of monterey county. Glad you’re with us. Congratulations again, locust grove, virginia i’m a nominee. Wisconsin, bellevue, washington love it up in the pacific northwest and all the way down here to hicksville, new york on long island. Lots more live listener loved to come. Lots more here’s, another mp valentine that i love. My database was pierced by cupid’s love dark you caught my eye when you wealth screened my heart heimans that’s fabulous that is ah, we did it there at we did it. And why? See on twitter love that we’ll screen to my heart matthew let’s let’s talk about mission and and design is that is that’s the place to start o r now? Yeah, sure. Okay. Thanks. Yes, s so how do we how do we how do we? Convey our mission through good design in this i think this is what we’re talking about strategic design strategy and strategic design. Yeah, for sure. Um, i think there’s a few components to you, no one is obviously met judy, so a lot of the work we’re doing with people is crafting a really clear and concise message elearning before, for example, designing somebody’s website will almost always be involved in writing the copy on the home page and a few of the other key pages and there’s, just ways that design plays into your messaging. So if you’re showing something visually, perhaps with a picture or even just feelings and values that you’re trying to communicate, then that doesn’t always have to be communicated through text as well. Your copy so a classic example that i probably used way too much, but i think they do an amazing job of it that everyone’s familiar with his apple. You know you don’t have on apple’s website, and they have to tell you again and again about you know, how they care about design and how they build really quality products that delight people. They will mention things like that for. Sure in there, copy, but it’s also just built into everything that they do and all you know you’ll see billboard ads that apple does and it’s just a picture of the newest vote. There’s actually absolutely no messaging it’s pretty remarkable that you’ve been able to build a brand where all you have to do is show a picture of your product at a certain angle, and we’ve all seen how successful they’ve been by really integrating design and i think and a lot of ways, steve jobs was ahead of his time and now, and he unfortunately doesn’t even get to see this there now by far the largest company by market capitalization, and i think you’re starting to see more and more companies who are getting this the private sector and indefinitely this is moving over into the social sector where really crafting powerful variances for your customers is important more than anything else. And there’s actually a big pushed back by a lot of larger companies now towards focusing on shareholder value and there’s a lot of people out there marc benioff just wrote a piece on it he’s obviously doing a lot of work with his foundation of how we really need to focus on the individual, and so i think we can sometimes fall into the same trap two in the social sector, i’m getting a little bit off track here, but of course, your mission at the end of the day is teo reach out to the clients that you’re trying to serve and to create a better world but there’s a lot of pressures, you’re also running an organisation that requires donors to fund that organization, have the resources you need to do your job, so a lot of attention gets put on that. And so i think one of the things that we stumbled into and elephant was multiple audiences coming from two very different directions and having to understand your mission that way, you typically see in an organization that it has a board of directors which usually in most cases, lives a little bit a little bit different lifestyle comes from a different place than the clients that you’re trying to serve. Both of those might be different from the staff so it’s just understanding that your organization is really serving multiple types of people and making sure that you’re accomplishing not and communicating that all the time, something that i think design is a great reminder of and the process of designing great exploration you led us into that exactly led us into that process a little bit. This is so really it’s fascinating to me. You’re you’re starting with an organization’s mission and that may be, you know, expressed in seventy five hundred words, and then what’s the what’s, the creative process too translate that into identity on on websites, facebook pages, collateral materials and all that stuff you mentioned help us help us see into that your mind that that process? Yeah, sure, i think for us, it’s really depends on the project and the resources were dedicating to it. If we’re doing something that’s small for us, maybe one of the simplest projects will work on it like a static prince, one page piece or even an infographic or something like that. And on every project, even on those kind of simpler, smaller projects will do something with a strategy and branding document that’s our peace that we send out to our clients have him fill out and it asked questions like, why does your organization exists what was missing from the world, the new guy’s felt this organization had to be created woman that need that you were trying to fill its rhythm, and then we go into things like who you’re different audiences, and we have people rank them, and we have people talk about what are the specific things you want to do with each of those audiences? So it’s really an exploration of where they’re trying to go with all of those things? And once we get that information back from them, then we start thinking about okay, what are the messages that are going to resonate with these people, what’s going on in their life that matters to them? And how is this organization an important part of their life? And then that that sort of in between today that leaves us with things like interaction design, so on print piece that might be sketching things out, she kind of see where pieces go before you worry too much about the polish of visual design, but if you’re looking at things like a website, obviously user experience design is its own field and latto complexities to it, but understanding how. People move through side understanding the hierarchy of information what’s most important, trying to create experiences that are going to leave different types of people, that information, you know, some people are gonna want to watch a video that’s going to be the first thing they go toe on site. Other people will never watch a video just because they don’t like interacting with websites in that way. So we kind of look at all that stuff, and then it eventually moved into visual design, and when we’re looking at larger project, maybe it’s renaming an organization or maybe an organisation is trying to be the leader in their space about changing the way an entire population thinks about a particular issue, then we’ll often go out and well meet with many, many constituents of that organization, so we might spend a day or multiple days meeting with staff with clients, with partner organizations with a wide variety of people and understanding what their current perception of the organization is, what the ideal organization would look like to them and it’s very interesting, because you often find that there’s contradictions, or you find that there’s a lot of overlap that everybody’s seeing. And you kind of learn where you need to put your energy after that. As you do, these redesign projects, buy-in boardmember sze can sometimes be an obstacle. And you have an article in the chronicle of philanthropy from just last month. On this subject, you, uh, you’re concerned that redesign projects get cem. Participation from people aren’t really qualified. Tio teo comment to the degree they do. Yeah, this is something that we’ve seen, and i hope that, you know, the board members out there don’t don’t feel unappreciated and feel like they’re getting picked on for this and it’s certainly not that way and there’s a lot of great board members who are contributing so much to organizations, but for some reason, what we’ve seen a number of times is that i think because design doesn’t always feel as technical, and i think this is changing as people see how sophisticated design is becoming and hope coming so much, you know, more widespread, i think people views on this air changing, but i think, you know, people have designed opinions that they make every day they have, they’re different some people want this color shoe or that colored clothing or this color car, or they liked the design of this house or not this house. And so as people who have subjective opinions, i think sometimes we feel that, you know, yeah, i i weigh on on on on this logo just like i would weigh in on which car i want to buy, and maybe they don’t always realize that there’s a lot of thought. That goes into that, and so some of the things i was touching on in that article was that we’ve seen processes get derailed at the end, where we’ve put a lot of time and energy working with an organization, they’ve had a team from the beginning, we’ve really gone through this process that we just described of understanding the goals and the audiences, and then toward the end of that time, someone might jump in and just thrown opinion out there that they don’t like a particular color or style without really understanding where we’re trying to go. And, you know, there’s a lot of other psychological factors in there, too, and i don’t know we have a lot of time to get into all of them, but some things just like, you know, people, sometimes i feel like they want something new, and then when it actually comes time to get something new, they’re a little worried what they’re going to lose because there’s a lot of equity and history and what in their existing brand, no fear is like that, and you have an interesting analogy that you wouldn’t find this level of interference if it was. A financial consultant and financial advisor and a ah ah financial plan was being presented to the board. Yeah, i think that’s, right? And i think that something like finances seem very technical and tender, not get the same issue. Hopefully, hopefully, this is changing. I don’t. Do you believe it is? Do you see this? Changing that design is getting more respect and for the art and science that it is? Absolutely. When we started our company just about five years ago, our conversations were always having to convince the social sector organizations why design was so important and show them how the private sector is using it. Why it matters. And we rarely have to have that conversation anymore. We see that people just get that designed the critical part of the successful organization. And what what can we suggest that could help overcome the the obstacles of last minute changes in criticisms, et cetera from the board? Well, they approached that we usually take is we try to create a framework, especially on larger design projects on smaller ones. You sometimes don’t get this much. But when you’re doing something like renaming an organization or changing its logo things that are i feel very foundational people are very attached to it. We like to create a framework where we say here’s our goals and here’s what we’re trying to do in any designs could go through that. So if someone suggests the change, we should say, okay, well, let us know how that change is going to help us achieve our goals, and sometimes that will help that person articulate why they’re change is important, and everyone else will get to see why they should listen to them, and other times the person will say, well, you know what? This was actually just an opinion of mine, and i can’t really just buy-in might say, well, maybe maybe we don’t need to make that change that, and it gives them a little better way to have that conversation. And if that person had been involved early in the process, their opinion could have been assimilated in yeah, exactly. And that’s, one of the things we say in the article, you know, if you can figure out who our decision makers who are going to be weighing in who have the power to derail something if they’re not involved certainly try to involve that as early as possible, so their concerns could be built into the process that address, if we have a limited budget, which a lot of non-profits do, how can we prioritised what, what, where we should spend our money in in design? Durney yeah, i get this question a lot on dh it’s either that question or more one which is, you know, with our limited budget where’s, the best place we can go to for design, and i think, you know, there’s always going to be certain things like you get what you pay for, and i think there’s other areas where you can cut some corners and still have a pretty good job, so there’s product tie solutions that are out there, so when we have organizations that come to us and their budget is nowhere near what we tend to work with, we point them towards something like a a template for a sight like square space where they’ve got pre built websites for somebody and that’s something it’s not going to be incredibly unique, you can’t do everything you want with it, but if you’re just starting out, if i not be the best idea to invest your entire budget into building the most beautiful worksite ever as much as we like doing that work and wanted to see that that’s not necessarily where you need to go. And i think in terms of prioritizing which kind of designed, it goes back to strategy for me, it’s understanding, you know, where are the points that really matter for some organization? If going after their clients rarely involves any kind of digital interaction, and they get most of their money from a single foundation that they apply for through a grant or they get it through high net worth individuals that they go and talk to in person, then they probably don’t need to be spending all of their money on the website when they really is not responsible for them to do that, but they don’t have the funds. So i think, it’s just understanding, you know, just asking those questions about what really matters. Where do people get that information? And then that will hopefully guide them to make those choices is obviously a little bit hard to answer general question like that specifically, but i think, you know there’s a lot of ways to think about that. You gave it your best shot. It was admirable on dh valuable. We just have a couple of minutes left about a minute and a half or so you have a theory about why charity water is gets so much attention is talked about so much. Yeah, it’s really funny almost every non-profit conference to go to our design is mentioned, they’re brought up. I think they’ve made design of priority from day one and they’ve really invested in it, and all of their materials was really beautiful and they just create really great work. And unfortunately, and this is, you know, one of the things we try to address every day the social sector has been a little bit behind some other things were maybe there’s more resource is there may be people have understood the importance of design a little bit earlier, you know, i think when people look for really great examples of design, charity water is one of the ones that they are able to find that consistently does a good job. Matthew, just about a minute we have left would you tell me what it is? That you love about the work that you do. Yeah, i mean, great to do work where you feel like you’re making a difference in the world, and i think we have a skill our team does that so many organizations need and it’s just a great environment to get to be around people every day who are doing this kind of work, and then for us internally to get to be around people who want to put their energy and disporting these kind of organizations and it’s great to see that that’s what people have chosen to investor energy mathos scharpnick you’ll find him on twitter at mat sharp s ch aarp and the company is elephant e l e f i nt designs matthew. Thank you so, so much. Thank you. My pleasure. Have you, tony, take two and amy sample ward on design strategy are next. First generosity siri’s you know them? They talk about well, i talk about them. They host multi charity five k runs and walks. That means if you’re small, shop isn’t going to get enough runners. Tau host your own event because you can’t have twenty, twenty five people on ghost. Ah ah! Run around that you work with generosity, siri’s. And they bring a bunch of small and midsize shops together, and then you have three hundred fifty or four hundred runners and walkers and you have a great event. You have fun, yeah fund-raising you have community small shops coming together, i’ve hosted a couple of their rmc together, i should say a couple of their runs and i’m doing another one that’s coming up in brooklyn in a month or so, and besides brooklyn, they have one coming up in northern new jersey and also miami, florida talk to dave lin. You know, i like to pick up the phone and talk to people. Pick up the phone. He’s the c e o tell him you’re from non-profit radio seven one eight five o six. Nine triple seven yes, they have a beautifully strategically designed website. Also, of course generosity. Siri’s dot com. I did a stand up comedy gig last month in new york city. Your basic stories of unrequited to seventh grade love and revenge and dating and law school. The video is at tony martignetti dot com couple more np valentine’s that i saw this morning from past guest professor brian mittendorf at binghamton university. In upstate new york, which is not far from our affiliate, geneva community radio on seneca lake, brian writes, dear valentine with you, i always have donorsearch vise dh fun. All right, professor mittendorf that’s like that’s like a b plus or so it’s. Probably only a b but there’s a lot of subjectivity in greeting. So go for the b plus i saw one from suzanne perry the very instant that i saw you. My heart. Oh, sorry. The very instant that i saw you. Did my heart want to do a randomized controlled trial to show our love would be effective? The’s mp valentine’s are the brainchild of the chronicle of philanthropy. They are at philanthropy on twitter. Of course, lots of people know that, and i think amy sample word is going to share a couple of mp valentine’s. Also, that is tony’s take two for friday, thirteenth of february sixth show of this year. Amy sample ward you know her she’s with us often because she’s, our social media contributor, and she’s also the ceo of intend the non-profit technology network, our most recent co authored book is social change anytime everywhere about online multi-channel engagement. Her blob is amy sample, war dot or ge, and on twitter she’s at amy r s ward the arm’s for rene welcome back, amy sample ward, thank you for having me happy friday the thirteenth thank you. Happy friday to you and happy valentine’s day. You don’t want to get a shot of valentine’s day is also oregon’s birthday is it really organs birthday? Oh, how cool, then why don’t you give a special shout out to our new affiliate? Km jozy down in salem and kaiser awesome! I am so excited about that. I’m going to send them on twitter, valentine actually very thoughtful because you’re in portland and they’re in there and down in the mid willamette valley. How far is that from you? Well, lam it lam it. Oh, thank you very much. You corrected me on oregon years ago. I know now. It’s, oregon. We’ll lam it there in the mid well, willamette valley. How far is that from you in in portland, portland’s? Kind of the top of the willamette corridor. So the kind of the next three hour drive south. Okay, they’re in the mid well amit corridor talking like an oregonian. We’re going to do my best anyway, you have this little report that you intend was involved with on on digital strategy. Once you acquaint us with this twenty fifteen digital integration and outlook report, sure. So this just launch publicly yesterday. Twenty fifteen digital outlook report and folks can download it from the web for free. We partnered with care too, and h j c and it was a bit of a balding conversation is all research projects are. But the original impetus was trying to figure out as this conversation even the conversation with matt, the first half of the show around digital strategies and multi-channel campaigns and all those things, they really they really require people from all across an organization. Often they tackle all different channels there. Normally, you know, a big strategy and lots of tactics to get there. And we wanted to figure out what that looked like in practice in organizations. What is it? What does it mean to staff and train your staff for that kind of approach? So from there we created this survey, like i said would care to an h j c looking at staffing, looking at what? Those strategies. Are but then also, you know, what are your challenge is to doing this well, or to prioritizing this kind of, you know approach. And there are some things that i thought, you know, i totally would have bet on those being the answers, and they came out that way. And there are other things that i was surprised by. So it’s it’s, a pretty interesting report will, of course, have ah, webinar and other opportunities to discuss the report, but excited to share it first. Here. Thank you very much. Cool. Um, what was the was the report proofread? Yes, it was ok. Well, by about six people. Two times. Okay, well, that’s, you have edit well, there’s a there’s. A spelling mistake on page twenty three. I feel obliged to point that out, even though so even though we have a flawed report here. Well, i guess you and i will still spend time talking about it. But check page twenty three year okay, what’s the spelling mistake. Oh, you want the exact let’s? See it’s? Ah, the word constraints is misspelled in the graphic. I’m sorry. We’ll continue anyway. Well, i like it, okay, i don’t think that i don’t think it impacts the overarching messages of the report, but i don’t know. I feel compelled to point that out. Let’s. See you. Staffing is staffing is very interesting. What the positions that people had, who filled out the survey, meaning they’re the ones who were involved in the digital work of the organization. Yeah, i mean, i think that first, you know, at inten, we always talk about how technology in the most general sense is used by every person in the organization, right? Every every team, every individual has certain tools that they need to do their job, and we want technology training and recognition, you know, to be all the way across an organization on something that i thought was interesting about this is we do see, you know, different departments and different teams responding that they’re managing in this work, but that seventy percent were what what normally i would consider to be a leadership level staff percent on executive director or a director manager, you know, of a team seventy percent of the folks who are responsible for this work are that leadership level, which i think reinforces that it’s not about the tactical decisions of what do we post on facebook, but really trying to bring that hyre strategic perspective and, you know, kind of umbrella plan geever says getting deep in the weeds of of twitter, facebook or email marketing, so i thought that was a really positive sign, okay? And it’s ah, cuts across lots of different fields are positions. I guess directors and managers and and and specialists is actually just kind of small. It’s like only eleven. Roughly eleven percent specializing? Yeah, and consultants is the smallest, just under four percent. Yes, yes. Interesting. All right, yeah. I think that’s definitely been a shift it’s something that i saw, you know, maybe ten, fifteen years ago, as the kind of traditional department was an outsourced consultant roll. Someone would come in and make sure the servers were running and the website was up and that kind of thing. And over time, of course, organizations recognized how much work there was in that, and it made those official staff rolls. And now we’re seeing that with more of the digital strategy worked as well, that that may be used to be handed off to an outside consultant. And now we’re realizing that we’re doing it every day, and it needs to be part of staff. I saw that a lot of organizations that i participated or under a million dollars in in operating budget, thirty seven percent. You are up to two million dollars. So yeah, i mean most. I mean, many organizations are under five hundred thousand? I mean, just in the us. At least this report went to canadian organizations and tio us organizations. But that kind of distribution of the sector is that of course, most are smaller, right? And i wantto make make sure people understand that this is not, you know, done by large organizations. In fact, the you know, the like, the five million to ten million dollars category is only is even under twelve percent. So yep. Okay, what else did you see that it’s interesting in this in the report? Well, one thing that is just it touch a little bit more on the staffing piece that there’s. Um, well, we’ll kind of touch on this later too, but there’s a note about someone being completely focused, someone that’s, a dedicated staff person managing the digital strategy for the organisation versus that maybe being a distributed role depending on what the campaign is are, you know what work needs to be done? And the correlation there is that the more total staff you have an organization, the hyre the probability that there is a dedicated person for digital strategy, which i think way could’ve all you know made that logical step so less than a quarter’s twenty four percent of organizations that have ten, staff, people or fewer have a dedicated person managing the digital strategy, but when you go to that next kind of braque and eleven eleven staff to fifty staff, a little bit more of a medium sized organization, that twenty four percent jumps up to fifty eight percent and, you know, going over fifty staff, it goes up even higher. Andi, i offer that up as a reminder that, you know, a lot of organizations don’t have a dedicated person managing digital strategy, which we could talk about challenges about later, but i think at least it and ten, i hear that a lot people saying, well, we don’t have someone that, you know, it’s their job to manage this, so we can’t be expected to do it. Well, i think a lot of organizations are in that boat where they don’t have a staff person managing the digital strategy, but that doesn’t mean you shouldn’t have a digital strategy. It just means that it needs maybe to be a more collaborative process to manage. Okay. Excellent. Is this an annual report? Uh this is the first time we’ve done it, but we do hope to do it at the beginning of each year going forward so we can try and see if there’s trends especially around, you know, emerging channels that people may be focused on for the year. Okay, seems like a pretty serious undertaking do annually. Okay. Yeah, well, and ten is a serious organization e on and i think there’s e i mean it’s. Why we do many of our reports every year. Because even if it’s not the same exact respondents and of course wait tried leah’s clears, we can that this is a snapshot. It’s not a scientific reports, of course, based on who responds each year. But there is there is value in being able to ask the same questions publicly year over year and see how responses change. You asked a bunch of questions about what, what organization is going to be focusing on in twenty fifteen and lots of lots of visual answers? Yeah, i thought it was, um i thought there were some answers here that were surprising and some here that we’re not surprising at all. So we asked folks, what content? Types or channels, they may be increasing their focus on or keeping the same focus or decreasing focus on and the top three that it counts. You know, if you count increasing, or at least stay in the same with focus are, you know, in the ninety five percent or hyre range are all rich media. So their videos, their images and their infographics, which i think i mean again, i know that those are really compelling content types and, you know, people really love to be able to share that kind of content, but i was surprised that it was, you know, ninety five percent or hyre that people were going to maintain or increase their focus on those and tio emphasize something that matthew made clear and that you have made clear many, many times before you embark on something like this, you need to have your strategy in place. Why are you? Why are you in? Why do you want to do an infographic? What right? I mean, what what can we do with video that we’re not? We’re not currently doing and how does it how does it serve our constituents? Exactly? And what? What is that video going to do for you, i mean a video in and of itself isn’t reason to create one. So video images infographics, even though those air the three highest as faras maintainer increase our focus on the peace is right behind that include email marketing, blog’s guest articles on your ah, you know website or blogged etcetera. So i think those pieces serve as the kind of channel or or reinforcement for those three top piece is the videos and images and infographics so that you’re creating that rich super share a ble content, right. Everybody wants to share that info graphic on facebook or or whatever, and you’re going to be sharing embedding those in email marketing in your blog’s in guest articles that you’re, you know, posting on other people’s websites. So i thought that made sense that those followed right behind. I have to go away for a couple minutes. When we come back, amy and i are going to keep talking about the twenty fifteen digital integration and outlook report. Be 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 guest directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz we will update that drop because jan eggers hasn’t been with blackbaud for a long, long time, but when she was, she was obviously a non-profit radio fan and i interviewed her let’s, go abroad with live listener love seoul, south korea anya haserot beijing, china is with us ni hao and mishima japan konnichi wa bringing it back to the u s falls church, virginia, locust grove, virginia, new york, new york woodbridge, new jersey. Thank you, woodbridge, devon, pennsylvania, potomac, marilyn st louis, missouri couple in south san francisco, california more than one thank you let’s cruise s new mexico welcome! I’ve listened to you last cruises that was but that’s that’s, one of our listeners of the weak and i’m sorry, i can’t remember which one which one of our live listeners from las cruzes tweet me and i’ll shut you out! Use the hashtag non-profit radio, honolulu, hawaii, ellicott city, maryland, los angeles, california and we have a bunch of masked us listeners also, i don’t know if that’s intentional or unintentional. I watched the movie screening citizenfour last night about the edward snowden story so it could be unintentional masking that’s a very good film. By the way, citizenfour? Any sample ward? You’re still with us, right? Even though i’m chattering away? Of course i am. I’m i was actually thinking of citizen for when you announced that there are a number of folks masking and call listening into the show on dh then you set it. We’re having a brunch, a brain melt. Ah, exactly. And so have you seen citizen for i have. Yeah. You know, i have a very poignant story about that. The scanning the screening i went to last night was that here in new york city, the i f c and by much independent channel’s studio or something down on sixth have and it was with edward snow. We had edward snowden in bye bye video and also allow laura poitras, the director of the film, and glenn greenwald. The journalist obviously was working so closely with glen, and it was all hosted by david carr, the new york times media media journalists. And then he went to the new york times office last night after this live panel and he died. I saw it on. I saw i got i got an alert. Yeah, he died right after. He died in the new york times office. It’s incredible. Oh, my god. Yeah, yeah. David carr c a r r xero obituary in the times today, right after he hosted this, he went back to the office, and then he was found there last last night. Like the nine o’clock tonight. I know it was really it was really chilling. Oh, my. I was so sorry, andi. I saw him at his last live appearance hosting this panel around the citizen for on and how was that panel? So david was there in person, but other people were on skype for only only on ly. Edward snowden was remote. Glenn greenwald and laura poitras. She’s a director. The film. They were both live with him. It we roll in the theater at the i f c center. Yeah, it was very, very good. How is the discussion? Oh, excellent. You know, people are concerned about asking laura and glenn about their their own feelings about being back in the u s and their reluctance to come back. Uh, after all this broke, this all broke around. It was june twenty thirteen that’s with the three of them. Poitras. Greenwald. And snowden had a week in hong kong, which is when the story’s first came out. They first met him. Face-to-face. Right. Then, june twenty third, june thirteen. So they were talking about what was it like to come back to the us after that? What she has planned. There’s, another film planned about other whistle blowers. That’s, the films she was working on when this one broke, and she she put citizenfour ahead of it. Yeah, really. It’s it’s ah, it’s, really very good. And who? The thing last night, i just couldn’t get over when i woke up this morning and saw the obituary. Um, yeah, that’s, just incredible. Let’s, let’s talk about some of the other things where people are focusing in twenty fifteen also ranked high were case studies, twitter chats and marketing automation. What what does that one mean? Marketing automation? Oh, well, it can mean, you know, different things. Oh, of course, every organization brings its own understanding that definition to automation, but i’ll share some examples from antenna, so they’re rooted, at least in reality, that i can talk about. And for us, marketing automation means ah, focus on or a lot of trust in data that we can use to welcome new people to the community, to encourage communication to encourage, you know, joining or renewing all of those pieces. So when i say trusting and relying on data, i mean that we have set up our systems so that say, tony, you come to the website and you decide to sign up for one of our webinars are online education programs and it’s the first time you’ve ever come to intend so we see in the database here’s this new contact tony martignetti and we also see that the way you came in, the way you became a new contact is by registering for an event. So that kicks you in essentially to an automated marketing kind of system. So instead of getting eso se damn your host for the show, sam also come wait. Hold on comes in because he joined an online community group. Hold on, hold on. Tony martignetti is the host of the show. Sam sam is our producer, our line producer. Sorry, producer recording. Martignetti is the host. What? I don’t believe it buy-in i mean that he’s physically your host. You are teo that’s. What? You are you sure? Okay. So? So you and sam come down on the same day, entered the database the same day, but but tony’s record says you came for educational program and sam’s records says he came for a community group. So you each start getting messages that are you? No one is right away. Message one is about a week later. One is after that etcetera that are tailored on that entry point. So, tony, your follow-up message is going to say, you know, oh, my gosh, we know that you’re here to learn. And here are more ways that you can keep learning with an ten whereas sam’s isn’t goingto make that assumption because he didn’t sign up for an educational program instead, his is going to say, oh, wow, you’re here to meet people and network and find a community. Here are more ways you can do that on dh towards the end of that series. Of course, you can start broadening what you’re showcasing, you know? Hey, if if you want to do something more than learned tony here, all different things we have and sam here, if you want to do more than join a community group, here are other ways that you can get involved, but that way staff are not storming through the database every single day. Okay, who’s, a new education contact who’s, a new newsletter contact but the system is set up with those messages crafted dynamically to just go out on their own. All right, amy, unfortunately have to leave it there. The the full report is the twenty fifteen digital integration and outlook report our social media manager, susan chavez tweeted out where you can find the report and there’s obviously a lot more there and final message just because something is a strategic focus area for other non-profits doesn’t mean it’s right? For you, you’ve got to think about the strategy and how whether it really makes sense for you. Amy sabat what? I’m going to see you. It non-profit technology conference. I can’t wait. I know people should goto n ten dot or ge go to the non-profit technology conference ntcdinosaur b on the science fair floor, interviewing lots and lots of the speakers from that conference at that conference and i will see you there, amy next week. Gene takagi are legal contributor returns. Very smart guy. Why w c a monterey county our listeners of the week thank you so, so much. If you missed anything on today’s show finding at tony martignetti dotcom are creative producer is claire meyerhoff. Sam liebowitz is our line producer. Sam is the line producer of the show, not the host shows social media’s by susan chavez. Susan chavez dot com on our music is by scott stein. I hope you’ll be with me next week for 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 their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony 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 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.