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Nonprofit Radio for July 17, 2020: Mindfulness, Happiness, Well-Being Apps & Apps, Tools, Tactics

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My Guests:

Beth Kanter & Meico Whitlock: Mindfulness, Happiness, Well-Being Apps
From 20NTC, a survey of apps to help you increase resilience, work-life balance and calmness. My guests are Beth Kanter, master trainer, and Meico Whitlock, The Mindful Techie.

 

 

 

 

Meico Whitlock & Jason Shim: Apps, Tools, Tactics
More 20NTC panelists share their favorite resources for efficiency, raising more money and building stronger relationships. They’re Meico Whitlock, The Mindful Techie, and Jason Shim from Pathways to Education Canada.

 

 

 

 

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[00:01:08.14] spk_0:
hello and welcome tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d suffer with UV itis if I saw that you missed today’s show. Mindfulness Happiness Well being APS from 20 and D. C. A survey of APS to help you increase resilience, work, life, balance and calmness. My guests are Beth Kanter, master trainer, and Miko Whitlock, the mindful techie. Also APS, tools, tactics Mawr 20 NTC Panelists share Their favorite resource is for efficiency. Raising more money and building stronger relationships. They’re Mico Whitlock again, the mindful techie and Jason Shim, from pathways to Education on Tony’s Take

[00:01:08.96] spk_2:
two.

[00:02:39.41] spk_0:
You’re Dismantling Racism Journey were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant. Martin for a free 60 day trial and, by turn, to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Here is mindfulness happiness well being APs. Welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s the 2020 non profit technology conference. Regrettably, the conference had to be canceled, but we are forging ahead virtually. We are sponsored at 20 NTC by Cougar Mountain Software. The Nolly Fund is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for ah free 60 day trial. My guests now are Beth Kanter and Miko Whitlock. Beth is master trainer, speaker and author. Her latest book is The Happy Healthy, non profit co authored with Liza Sherman and Miko Whitlock, trainer on mindfulness work, Life balance and tech Distraction. And both are intend board members. Beth Miko for each of you. Welcome back. You’ve both been on multiple times. Welcome back.

[00:02:45.04] spk_1:
Thank you, tony. Happy to be here?

[00:02:46.70] spk_2:
Yeah. Thank you, tony. Thank for Fort. Thank you for fortune. Non.

[00:03:21.05] spk_0:
Absolutely. I’m glad to do it. I’m glad we could get the three of us together. And good to know that you are each well and safe mico in Maryland and Beth in California, but continue to be safe. You’re 20. NTC Workshop is mindfulness, happiness and well being. There’s an app for that, Miko, Uh, technology is a double edged sword. You’re the mindful techie. Um, this thing can be enormously frustrating, distracting, But there’s another side to it.

[00:03:59.97] spk_1:
Absolutely. So I think of technology as a tool. So you think of a hammer? Ah, hammer could be something that could be used to destroy. We can also be something to use. Teoh build something to create something. And technology, particularly APS that we’re talking about are very similar. So APs and technology are necessarily a replacement for social interaction of some of the things that we do in person. But it certainly goes a long way toward facilitating those things, particularly in context. You might have, um, some kind of disability, for example. We talk about long distance relationships. All of those are ways in which technology can be an asset, not a deficit for us.

[00:04:05.44] spk_0:
Okay. Okay. So we’re looking at the positive side today. Um, do you want to just start getting up? Do we have different categories of APS for mindfulness happiness and well being? Or we didn’t have glommed together. What?

[00:04:31.46] spk_1:
So I will start with just what I think is sort of the primary of the foundation. And I’m sure Bath will agree that maybe Beth can sort of rattle off some of the other categories as I’m going through this. But we start with the internal apse. So often times we have this discussion. It’s all about the external APS meeting, the things that you can download from an apple store or things. You’re going down from a website. But we have an internal app in the form of my opponents. For example, the breath meditation. All those are things that don’t require us to pay for anything. Things that don’t require us to pay an extra luggage fee when we travel because we have those things within us internally. And so we start with help people to understand what are your internal applications and how do you actually access those?

[00:05:08.24] spk_0:
Okay, Internal apse?

[00:05:10.54] spk_2:
Yes. And I think toe at building what Miko was saying. I think the most important one is how is your positive out outlook on things and trying? I mean, it’s unimaginable what were going on. But you can also you’re in control of your thoughts so you can try to think about positive things. Um, like, Ah, what? Where’s the blessing in this? Uh, take a look at some of the creativity that’s happening. Um, think about what? You’re grateful for, um, for me. I just adopted this in your dog. I probably would have done that, so I’m very grateful for that.

[00:05:59.84] spk_1:
Absolutely. And the one of the single most important things. People looking for a way to start with the internal apse. It’s just taking one deep breath. You know, when you find yourself rattled, you find yourself overwhelmed taking an opportunity to cause and to just take one deep breath that is actually mindfulness. Oftentimes, we think that we have to engage in Oklahoma session. That’s 30 minutes longer. You have to have a yoga mat. Have to have the right pants. None of those things are necessary for you to actually put yourself in that unmindful state in a more holistic and healthy state.

[00:06:15.79] spk_0:
Okay, just a single breath.

[00:06:17.65] spk_1:
A single breath

[00:06:18.84] spk_0:
doesn’t get any simpler. Start there. Yeah, because you want to share something that you’re grateful for. Please.

[00:07:22.55] spk_1:
I’m actually grateful for my mindfulness practice has been one of the things that actually help me to stay center during this time. That we’re in is one of the things that I used to make sure that when I’m using technology, you know, social media email, etcetera, that I’m actually using it in a way that actually advances my intentions for my work and how I want to show up on. And it allows me to actually be able to support people who are legitimately experiencing fear and anxiety and anxiousness during times like these. So I’m actually grateful to have the mindfulness practice in the half APs, for example, Like the inside timer, which I use this morning. It’s a timer app that allows you to, um, set a timer for your meditation or for the type of mindless practice their courses you’re able to connect with community of folks who are also engaged in similar practices on gives you a little time, different options at the end, what your practice has concluded. So that’s the way that I’m marrying. Um, what I’m grateful for in this moment with actually a positive use of technology.

[00:07:30.02] spk_0:
Yeah. What’s the name of that again? Fight timer in sight timer. Okay.

[00:07:48.04] spk_2:
And it can also I’ve been doing with a lot of my teams. We’ve been actually using that to start our meetings with a moment of silence. Just so everyone gets censured and we can focus on you know, the work at hand versus what’s going on outside are locked down areas.

[00:07:53.74] spk_0:
If you have an app that Oh, are we ready? Should we do it? I don’t want I don’t want to rush through the internal personal.

[00:08:00.72] spk_2:
Let’s let’s go, Teoh Weight

[00:08:03.58] spk_1:
categories. I can just ride out the categories and they may be back in China. What? She has it. That’s OK.

[00:08:30.24] spk_2:
Sure. I was just gonna go with our presentation, like health, health and fitness. And I’m Sam, uh, this happen, which is Fitbit. It’s also in your phone measures your steps, get you walking. And I’m really grateful that we can still go outside walk and I’ve been doing actually virtual walks with face time with folks and even zoom like we’re on now. Having walking for years.

[00:08:45.07] spk_0:
You’ve been doing walking meetings for a long time. Seven years? Yeah. You doing meetings? Walking view? Was that? Do you tell me you demand? Do you insist on walking meetings? Well, you still you’re

[00:08:45.84] spk_2:
never, never, never demanded because we also I call them strolling meetings now because not everybody you know is come walk. Some people stroll, and now some people Canada walk. So it’s, It’s it’s Ah, optional. But one fun thing is to actually get get Zoom on your phone and dio have everyone walk around the neighborhood. You’ll do that. Walk. Do that walking meeting. Get that exercise. The exercise and fresh air is important.

[00:09:51.78] spk_0:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness has settled down. There haven’t been changes for several weeks now. Wegner has the info. Their latest free webinar explains the state of forgiveness. What’s forgivable? What documentation do you need? How to work with your lender? Goto wegner-C.P.As dot com Click Resource is and recorded events Now back to mindfulness happiness Well being apse with Beth Kanter and Mico Whitlock Best. I think the dog you just adopted was in the window. He no longer. But

[00:09:57.75] spk_2:
you saw

[00:09:58.65] spk_0:
it was in the night. He was looked like he was sitting on the window frame. He was looking out at the right. The bright sunshine outside.

[00:10:03.87] spk_2:
Yeah, there’s lots of squirrels in our backyards.

[00:10:07.76] spk_0:
You gotta give us another one before we go back to Mico, please.

[00:10:32.07] spk_2:
You Okay, So another one that’s important with health and fitness is to get enough sleep. I don’t. You know, some I’ve had plague induced insomnia. Ah, but you know, getting sleep helps your immune system and helps you focus. It helps you with your fuse. You know, you can have kids in the background. I have a college dormitory here whenever you

[00:10:33.04] spk_0:
have a life while you have

[00:10:34.98] spk_2:
a life. Yes. Right. So night shift. Um, it helps you adjust the light on your phones.

[00:10:39.27] spk_0:
Night shift on a phone. That’s a key. Yes. Yes.

[00:10:41.60] spk_2:
And don’t use your phone as an alarm clock and shut off the phone and electronics two hours before Ben. That’ll helplessly.

[00:10:48.24] spk_0:
Uh, okay. Why not? Why not use the phone as an alarm clock?

[00:10:52.81] spk_2:
Well, because you’re then looking at it. You’re looking at that bright light, and that’s what goes into your brain. And that’s what disrupt your circadian rhythms in your melatonin and the onset of sleep. And you don’t get his good night’s sleep. And we need to have we need to arrest for immune systems and for our own. Well, me?

[00:11:08.72] spk_0:
Yeah, definitely. Sleep is critical for health. Right? But if I have night shift on, does that not protect me when I set my alarm on my phone.

[00:11:33.68] spk_2:
Well, what it does, is it It makes the light on your phone warmer or less Kelvin’s, that a sunny day. It’s not scientifically proven that it doesn’t disrupt. There’s no science behind that. They say it does they? It’s a hypothesis, but I think it’s, you know, it’s a great app if you have to. Maybe a couple hours before bedtime and you’re working making a warmer light,

[00:11:40.88] spk_0:
right? Oh, night shift. Yeah, I was talking about the using of the alarm with night shift done, but

[00:11:52.54] spk_2:
well that if you use your alarm before bed, then you might be tempted to go and look at other things on your phone. You know, some people like me had poor impulse control, so I think the iPhone out of my bedroom. And I just heard I don’t get a look at stuff at least two hours before bed.

[00:12:27.54] spk_1:
And for me, it’s the impulse control has done it issues. So I actually do use my phone as an alarm clock. And so I used the feature called Do Not Disturb where essentially between nine and 9 a.m. Nine p. M. And 10 a.m. my notifications air silenced so that I’m my sleep in my morning routine aren’t disrupted by what’s happening. Now, if you’re like Beth and you have an impulse control issue and it’s getting in the way of your sleep getting the

[00:12:31.76] spk_2:
way label that you

[00:12:35.51] spk_1:
want to get a real alarm clock and charge it outside of your room or get some get the

[00:12:39.95] spk_2:
smart. You know, I have that. I have the moonlight won that wakes you up to moon beings, and I also used Do not disturb, but I still keep the phone in another room.

[00:12:47.34] spk_0:
Yeah, okay. All right. Uh, all right, we’ve established that Beth has issues.

[00:12:52.37] spk_2:
No, no, I’ve overcome them

[00:12:55.94] spk_1:
aps mindfully in order to help her with that.

[00:12:59.91] spk_0:
You used to tell me about, uh, you were obsessive with checking email. I think this was a couple of years ago. A couple interviews ago. You’re obsessed about checking email assumes you woke up.

[00:13:09.24] spk_2:
Yeah, I got over. That was a member of that, But that was part of, like, my own bad behaviors. And what I was seeing other people kind of led to the writing of the book.

[00:13:19.24] spk_0:
Okay, You’re undisciplined at the time. But you’ve recovered.

[00:13:22.74] spk_2:
Yes, because I felt the impact of being undisciplined, which was, you know, distraction, crankiness. And, you know, I didn’t get stuff done as much as I could. I would never have been able to write for books if I hadn’t started to, you know, use some of these techniques over the last seven years or so. OK?

[00:13:57.35] spk_1:
And I think the interesting thing about what I said is that the fact that many of us many more of us are actually forced to work virtually now we’re gonna have to contend with exactly what Beth is talking about. And I think it’s a beautiful thing that we have. Um we were able to put the other this session where we’ve actually, you know, going out and found these different Absolutely help you with that. And then, of course, you have the best book which provides Resource is so, um you know, fortunately for the folks now, they actually have a resource, whereas back, you know and her colleague had to figure this out on their own.

[00:14:11.64] spk_0:
Happy, healthy

[00:14:59.24] spk_2:
people say I will say though I would be totally transparent and honest. I’m a human and sometimes you know, you fall off the wagon and I must say we’ve been on in the house for a month because we started getting messaging about all the tech companies closed down. They did it before the government told them to. And there’s a lot of messaging going around here in the hot spot. You know, dunk a wild if you’re over a certain age or if you have immune issues. So so that did increase my anxiety bit. Um, and I And when my anxiety increases, I start to fall back into some of these bad habits that start to perpetuate anxiety. And I did that for a couple of days. And then I said, Get the pause button, stop and see what you’re doing stuff. Pull out all your tools and, you know, get yourself together.

[00:15:06.22] spk_0:
Alright. Self awareness. Self awareness is key. Yes, it’s an important point. Yeah. Bet they also see, uh, container of wipes in your background to just

[00:15:10.49] spk_2:
ugo you see,

[00:15:23.34] spk_0:
There it is. Yeah. Um, I’ve been looking at a lot of backgrounds recently. Doing 20 years, some of these, um there. This is interesting. What? What people choose for their background. You have Japanese.

[00:15:27.94] spk_2:
You see my pain collection, right? Next wipes are my fountain pen collection

[00:15:30.91] spk_0:
collection. I see them in a dark, dark wood

[00:15:39.44] spk_2:
k on my writing box. But that’s part of my morning routine is to write inspirational quotes and calligraphy. Alright. What? And I won’t be able to do that if I have my If I hadn’t turned my alerts off and and use Do not disturb

[00:15:45.44] spk_0:
and someone plays the cello. Is that a cello or bass?

[00:15:50.21] spk_2:
Yes, that’s my husband. And you could probably see Casey the piano. No, you can’t, but yeah, it’s a musical family to that helps to music. Even if you just use your phone, Just listen to, like, classical music or jazz, whatever. Whatever you can to

[00:16:03.88] spk_0:
Mikko, you don’t want to see your home.

[00:16:19.59] spk_1:
Well, this is my home. This is I call it the Sanctuary. And so this is one of the ways that I mentally make a shift and actually prepare for my day. And so, um, I actually started you mature coming on the virtual background that I have actually started to use that as a way to having conversations like this. People who are feeling anxious or overwhelmed to say like Hey, like, let’s have something fun to sort of take you out of your immediate state of panic or in gaiety and once ready, let’s do that. Let’s figure out how we can move forward together with this product that we have that or that we’re talking about. Um, it’s a good ice breaker. It’s a great conversation starter. And, like Beth said about starting your meeting with the moment of silence. This is not really a moment of science, but it’s a good way to sort of break the tension in the room to get the meeting started,

[00:16:50.64] spk_2:
you know, and also looking at me coz unloved what you had yesterday your beach. But this one in the mountains, it’s making me think of one of the apse that we were recommending called calm, which actually takes you into a place of nature. And you hear the birds, you hear the ocean and you know, and it can help you do, Ah, three minute technique that can help reduce anxiety, which is just a mental vacation. And, you know, more and more we’re going to be working at home, ever gonna have back to back virtual meetings, and I think we’re gonna have, like, meeting virtual meeting fatigue. And so I think, between meetings, if you could take that three minute vacation like open up calm the calm app, it’s also a webpage. And just like, listen, you know, pretend you’re walking outside the national parks now are live streaming hikes or even go for Mitt. You know, a quick virtual Nate nature walk between innings

[00:17:38.14] spk_0:
Beth is the app spelled like the word CLM? Yes, Yes. Okay, okay. We just have a couple minutes left. Let’s Is there another category of ah of app? Mico?

[00:19:52.54] spk_1:
Yes, eso. Let’s talk about something we haven’t talked about yet. So it’s like about connectivity and relationships. Eso there two things that I want to talk about here in terms of maintaining a sustaining connections, particularly since we’re spending so much time at a distance. Right? So the 1st 1 is called fabric spelled f A B R I Q. And this is an app for the iPhone for your android device that allows you to intentionally prioritize your most important relationships. So, for me, the way I will use this app is since I don’t live near my family. I live in a different state. I want to make sure that I’m maintaining those close connections. And so this app allows me to identify who those folks are. And then it gives me were periodic reminders about Have you checked in with this person? Gives me an option toe, take notes to collect my reflections. And so it’s a really good way to prompt yourself. Admit all the things that are happening to make sure that you’re checking in on the folks that are most important to you. Um, another app that similar to this is called the Five Love Languages at is called Love Nudge and is available for Apple and Enjoy. And it’s based on the five love languages framework developed by Gareth Happen. The most folks know this framework in the context of romantic relationships, but it actually applies to just any type of relationship in general, in terms of how we communicate, how we like to receive and give love, how I like to Rio receive and give I’m communication, so this particular app allows you to identify your love language, identify the love language of your partner or your colleague or whoever that might be in connection with. And then it gives you nudges throughout the week on how you actually can connect with that person using their love language. So, for example, if, um, if my partner likes to receive words of affirmation, I might be prompted toe leave a post that saying I love you on the refrigerator, for example, in a way that I’m connecting with that person. Does the weights toe really help you toe? Um, really make sure you’re nurturing the the most important relationships for you so that Greek and the five love languages app would be to that. I would recommend from this category around sustaining and nurturing and strengthening connectivity and relationships.

[00:20:50.69] spk_2:
And I would build on what Miko was saying on and talk about it from the perspective of the workplace. Well, being in the workplace is important to have this connective it Ian. Good relationships. It’s gonna be harder at a distance to do that. Um, so so one app is called Know your team, and it helps you build trust and relationships with your team. There’s assessments. There’s lots of tips for one on one check ins icebreakers and check ins for meetings. So you can. And I think I’ve seen a lot of these used over. You know, I’ve been working virtually from, like, 30 years. So a lot of these techniques really can work to help us maintain that human connection and relationship and trust in the workplace. And I think we’re gonna need that as we move forward to rebuild and move on.

[00:20:57.15] spk_1:
No more. The doughnut about is another one. That’s really interesting in this regard. So what?

[00:20:58.76] spk_0:
They again? What’s the name?

[00:21:15.83] spk_1:
Don’t at the pot. We’re going it specifically for slack. And so it’s about that randomly Paris people up for coffee dates. And so obviously, we’re sort of limiting the number in person interactions now. But we could do that to prompt people to have virtual, um, coffee dates or virtual doughnuts or virtual happy

[00:21:22.76] spk_0:
hours. Okay. Beth showing her coffee mug.

[00:21:25.99] spk_2:
Yeah, it’s Stuart. It’s too early for happy hour.

[00:21:36.84] spk_0:
All right, Beth, I’m gonna let you take us out because Miko, give us the intro. We just have a minute or so on the inspiration.

[00:22:51.49] spk_2:
Sure. Some inspiration, cause my good colleague John Heightened whose whose past, but wrote the book Donor Care Here. He did interview with Me about self care, but he also wrote about his self care techniques while he was facing his horrible battle with cancer. And one question he asked himself every day was, What rainbow am I gonna eat? And, of course, if you Google that it refers to eating healthy vegetables, a rainbow of fruits and vegetables in terms of colors. Chris, of course, having cast radio, eat healthy foods. But I thought thinking of it, There’s lots of rain bows out there in our neighborhood. Parents with the kids are drawing pictures of rainbows with colored chalk on the sidewalk. So when other families passed by there trying to find the rainbows, so we all need to look at the Rainbow’s at the end of this, it’s going to be the most horrible thing in the that we’ve ever experienced. That’s probably coming, but after that I see lots of signaling around some of the creativity and the kindness and the mutual aid and the dismantling of oppressive symptom systems in our lives that are happening, and I truly believe we won’t come back the same. But we’re gonna come back better and different and better. So we have to keep every day. Look for a blessing. Look for a rainbow. Look for gratitude. Um and dont adult well, in the darkness.

[00:25:24.34] spk_0:
Yeah, we will. We will. We will emerge. All right, I like that. Thank you very much. Beth. That’s Beth Kanter, Master trainer, speaker and author. Her latest book, The Happy Healthy non profit and Miko Whitlock, trainer on mindfulness work about work, life balance and tech Distraction. He’s ah, is the mindful techie. Thank you very much. Thank you for being with tony-martignetti non profit radio coverage of 20 NTC. Thanks so much. We need to take a break. Cougar Mountain software, Their accounting product Denali is built for non profits from the ground up. So you get an application that supports the way you work that has the features you need and that exemplary support that understands you. They have a free 60 day trial on the listener landing page at slash Cougar Mountain. Now time for Tony’s Take two. You’re dismantling racism journey. That’s our newest special episode, and it’s now out on video. You will have a long journey. So start with this single step. My guest is pretty itchy Shaw, president and CEO of Flourished Talent Management Solutions. Starting where you are with your people, your culture and your leadership. How do you gather data about racist structures right under your nose? Who do you invite to the conversation? She helps you see the way forward. The video is on my YouTube channel in the racism and White privilege playlist. Check it out. That is Tony’s Take two. Now it’s time for APS Tools tactics with Mikko Whitlock again and Jason Shim. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020. Non profit Technology Conference. We’re sponsored at 20 NTC by Cougar Mountain Software. My guests now are Mico Whitlock and Jason Shim. Miko is trainer on mindfulness work, Life balance and tech Distraction at mindful Techie. He’s also a member of the Intend Board, and Jason Shim is director of digital strategy at Pathways to Education Canada. Jason is the chair of the and 10 board of directors. Miko Jason, Welcome very much. Welcome to the show.

[00:25:27.74] spk_1:
Thank you for having us.

[00:25:28.91] spk_3:
Thanks for having us.

[00:25:41.44] spk_0:
Pleasure. Yes. Pleasure. And I’m glad to know that you reach well and safe. Jason in Toronto and Miko in Maryland outside d. C. Good to know that everybody’s well shut out. Jason’s background for those who cannot are not seeing the video. Jason is on the bridge of the Enterprise. But not the classic, not the one I know. I mean, I know the movies. I know the TV best because that’s what I grew up with. But which version of the enterprise are you? Bridge. Are you on, Jason?

[00:25:59.57] spk_3:
This would be the one from the next generation. So, uh uh, 1701 D

[00:26:36.64] spk_0:
last image of it. He knows the ship designation. Excellent. Alright. And Nico is where I saw him last week. Uh, beautiful of forest mountains and a lake in the valley. Yes. The Blue Lake? Yes, my backyard. Your backyard just outside Washington. He’s got private lake. Um, okay, you’re 20. NTC Topic is APS, tools and tactics to be a non profit Olympian. Amico, let’s start with you. What? Uh, you just you guys have Ah, You do have some basic resources that are accessible and easy to use and are gonna increase productivity.

[00:26:53.96] spk_1:
Exactly. So it’s actually based on an idea that Jason had around the Olympics. And I know Jason. You want Explain the idea and Tyler connects.

[00:26:59.18] spk_0:
Okay, Jason?

[00:27:28.64] spk_3:
Yeah. So the Olympic motto is Ah, faster, higher, stronger. And, you know, there’s always ah, ton of tools that were always coming across. And I think one of the challenges is trying to make it really easy to categorize them. And so the Olympic model came to mind. So things that will help you and organization go faster, things that will help you raise higher revenues and things that will help you build stronger relationships. So generally, if any of the tools conf it and to any of those three buckets, then that also fits very well for non profit usage.

[00:27:34.74] spk_0:
Okay, so why don’t you Don’t you start us off. You want toe, start with faster, and you’ve got Ah, a couple of laps or resource is for us.

[00:28:00.54] spk_3:
Yeah, So I I know. Kick it off with, you know, just talking a bit about some of the automation tools eso speaking to faster. You know, I’m a big fan of Ah, uh, piece of software called Toby eso. Toby is, uh, a chrome extension that you can install that will make your bookmarks very easy to access. So, you know, if you go about your day to day, you may open the same pages every morning. But instead of having to open them all manually or taking them into the oil buyer Toby will live each a group of Marx together. Second, press one button and open your five news pages that you open every morning. It’ll load it all in the background. You just browse the tabs very quickly.

[00:28:24.46] spk_0:
Okay? Is that t o B y

[00:28:27.04] spk_3:
yet? That’s T O B Y.

[00:28:28.59] spk_0:
Okay. Cool for a for, uh, grouping your bookmarks, OK? Yeah. You got another one for us?

[00:29:24.35] spk_3:
Yeah. Another tool that all share is around automation. So I’m a big fan of automation. Is that anything that you can clearly defined in a step by step kind of way you can probably out of me. So my my favorite right now is the Xabier eso. Is that a p i e r ah? And we use it quite extensively. It has over 1500 different types of integrations so specifically Well, how we use it in our organization is for revealing information into slack. So Let’s say if a donation comes in, um, that it will really a notification immediately into shared slack channel for letter staff. Know that one has come in. So you don’t have to wait for a report to be generated every week or every day that you know, the moment that comes in that you know, people are notified and you can respond quickly to folks to let them know that. Hey, you know, thank you so much for making a contribution. We really value it. And we’ve seen some great results. So, you know, the moment that someone donates, you know, weaken within five minutes, be emailing them to give him a very personal thank you.

[00:29:38.24] spk_0:
Justin isn’t, say Pierre very robust to him. You can define your own tasks. Yeah, I think you should code your own, but you want to be a coder to do it.

[00:29:47.24] spk_3:
Now you can You can drag and drop in remix everything and it’s ah, it’s a great for folks who may not have, you know, it kind of coding background or even to maybe too technical. But if you are technical, there is a lot of capability that you can integrate into it. So it’s It’s great for people of all backgrounds.

[00:30:06.84] spk_0:
We go if you got anything in ah, in working faster before we before we go to revenue generators.

[00:30:56.01] spk_1:
Well, in terms of the fast Buck and I would focus more on productivity. And so there are two things that I want to set. Some tools I recommend. The first is around calendar ring and meetings. We recognize that when we look in the aggregate at hour work weeks, we spend so much time in meetings. But one of these we don’t account for the amount of time you actually spend scheduling meetings. So for folks that have spent a lot of time scheduling one on one meetings, and now a lot of us are working virtually using things like Zoom. One of my favorite plug ins is for Google Calendar and for Outlook calendar. So it essentially allows you with the click of one button to schedule a zoom meeting and to invite people to it. So right now, if you’re not using this plug in and you want to schedule a zoom meeting, you have to create the zoo meeting. Forgot what time is gonna be have to give the link copy and paste it, then send it to the people that are going to be a part of the meeting with this plug in. Essentially, create a calendar invite like you would for a normal meeting. And you you press the, you know, turn us into a zoo meeting. But most unplugging is installed, and then the Zumwinkel automatically generated. You just pop in the folks who want to invite and you send off the invite and that saves you a tremendous amount of time. If you’re scheduling a lot of zoom meetings,

[00:31:32.24] spk_0:
is there any is there not a plugging for I, Cal, those of us in the apple using the apple calendar? Now

[00:31:43.76] spk_1:
perhaps there is. But I’m only familiar with Google and and four for Outlook. So for the aikau folks, you about this research to see if there’s anything for them, but definitely for Google and for for outlook.

[00:31:48.29] spk_0:
Okay, and what’s it? What’s it called? That we look for?

[00:31:50.90] spk_1:
Just called the zoom calendar plug

[00:31:53.53] spk_0:
in. Okay. Yes, And the three of us had enough trouble, uh, be creating meetings. But one of you would get the invitation that came from my Cal After you create a after you create a creative meeting and then zoom then answered the aikau, one of you would get the invitation, the other would not. And then I Then I just ended up copying and pasting another standard email, and it worked. But yes, I have my own frustrations around. Ah, Zoom and Aikau working together. Guys, you got another one for for calendar ring.

[00:32:36.34] spk_1:
I do. So if you schedule a lot of one on one meetings, there’s two sets of souls that competitors and you can use either one if use both. One is called acuity scheduling. So a C u I t. Y scheduling. And the 2nd 1 is called commonly, um, c l E N D. Why, captain,

[00:32:45.00] spk_0:
tellingly right? E N d l Y

[00:32:55.39] spk_1:
el y yes. Yeah. So acuity scheduling and Calvin Lee. And what both of these tools allow you to do is to save the time, save yourself time, going back and forth, and I figure out when they get time to meet, right? So how many times do you spend time trying to figure out when to meet with someone, and especially just a brief meeting you could actually spend more time trying to schedule a meeting. Then you actually you actually talking to the person, right?

[00:33:10.00] spk_0:
That can be so. These

[00:33:51.91] spk_1:
tools both of these tools allow you to with Google Calendar, Uh, and with outlook to share your calendar in your availability and allow the person to essentially you send Emily, they see your counter. They could select the time the invite goes on your calendar. It goes on their calendar. And if you have a plug in like resume install forgot by your security scheduling with zoom, a zoom link is automatically generated. It goes in your calendar goes on their calendar. And if you want to set up reminders to automatically go out for yourself for them, those things were set up. But you essentially save yourself that back and forth. It just takes you five seconds to send in the link and then you’re done is in their court. It takes, um, you know what, five minutes or less to pick a time and get on your calendar and you’ve gotten back. Um, you know that time that you feel otherwise spent going back fourth, the e mail or by phone kind of figure out when works for you.

[00:34:44.24] spk_0:
Yeah. Yeah. You have to think about the time. The aggregate time you spend setting up meetings. I mean, I don’t It can’t be done in fewer than two emails each. And that’s I think that’s an outlier that’s at the low end, you know? And then a minute the meeting cancels, then your back to it again, uh, again, at least another four, but more likely six or six or eight between the two people and then and then And then, uh, maybe it doesn’t. It certainly doesn’t increase exponentially, but it increases considerably when you bring in 1/3 or fourth people. Fourth person trying trying to flight four people trying to schedule together. Yes, I think that’s at least partly at least 10 emails. Uh, you know, between everybody 10 and again, I’m not 10. Could be low, depending on, you know. And now we’re scheduling so many more meetings. So,

[00:34:53.79] spk_1:
yes. So So both of those sets of fools, I recommend to the streamline the process and get back a little bit of time.

[00:35:44.19] spk_0:
Talk about being mindful. Rightful of the time you spend scheduling meetings. Yes, a start time for our last break turn to communications relationships. The world runs on them. We know this turn to is led by former journalists so that you get help building relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field and they specialize in working with nonprofits. They’re at turn hyphen two dot ceo, we’ve got but loads more time for APS tools tactics from 20 NTC. Okay, you got one for revenue. And before we go back to Jason, you want kickoff revenue?

[00:36:42.94] spk_1:
Yeah, so I’ll shift over to texting. And so one of my one of the tools I use is called text awful on t e t e x t i f u l text. Awful. And essentially, what it allows you to do is it allows you to, um, do email opt ins via text message. So say, for example, this were presentation and you want to give people access to the recording After this prison condition, you could say OK, text, you know, non profit Olympians should this number, and we’re gonna add you to the list and When the videos ready, we’re gonna send it to you. That is one efficient way to capture email addresses for large events. Large gatherings. I do it at my workshops. So if you want the slides, text this number. If you want to stay in contact text, you know little on purpose toe this number and you’ll be added to the list on the next message on update you’ll work. You received that. And so if you tie that into your fundraising efforts, you could see how that could be a great way to identify prospects and then be able to follow with them about actually working with the donating to your organization.

[00:36:54.93] spk_0:
Awesome. Okay, thank you. Text if all Jason, how about you on the revenue side?

[00:38:32.32] spk_3:
Yeah. So one of my favorite tools is ah, the judge. So that’s the I. D. Why a r d dot com and what it is this ah chrome extension that you can install that allows you to easily record videos s so they could be videos of yourself as an individual. Or you can record your desktop or your desktop with a little circle in the corner with you can in a reading. Ah, and how organization has used it is more around the stewardship side to show people the impact of their donations. Eso because I work with an organization that serves youth believing a low income communities across the country but we’re able to do is they were able to record very personalized thank you, um, to our donors using this software. So what we’ll actually do is, you know, to get folks attention because everyone’s getting tons of email in their inbox that the thumbnail will actually be an animation of someone holding up a sign that says the person’s name. So you would get something like the sign would actually say, Thank you, tony. And it’s actually written. It’s not automated, and then you click play, and then you know, the recipient would Here, you know, high tony, thank you so much for making a donation to pathways. Education Canada. You’re making an impact in the lives of people like myself in achieving our dreams, And the impact that it’s had is that this goes into the higher revenues. But you know it. It spills over a bit into the stronger relationships part as well, because it’s um, it’s very much. Ah ah. An individualized, personalized message that cuts through. You know, you’re the general kind of stuff that people normally get in their day to day inbox, and it really helps connect our supporters of more directly with with, uh, with the cause.

[00:38:57.62] spk_0:
Okay. Cool video. All right, eyes there. Another one around the revenue side. Anything else? No.

[00:38:58.52] spk_1:
You want to mention Bun bun Juro, which is similar to video

[00:39:07.87] spk_3:
Bob on joyless. Quelle is another video platform. That is Ah. Ah, quite helpful. Similar. That is also that you can easily create a video. So as be oh, and J o r o b for banjo.

[00:39:22.12] spk_0:
Okay. Thank you. Um, all right. So, uh, our third category was stronger relationships. You got something there, Jason?

[00:40:16.39] spk_3:
So ah, flipping back onto the texting side. Twilio has many different kind of tools, their offers, and so near twilio studio is something that has helped us connect with folks in that it allows us Teoh quite easily create. And, um, whether you want to create your own, like, interactive voice response, um, or if you want to create a more complex tree for you know, someone texts into a number that you can also take them through various paths. Where to learn more about your organization. The other way that we’ve used 12 you as well is for sending out text messages generally without with updates. Eso We’ve used the TWILIO platform to send out text messages to our students directly in order to remind them that events are going on S o. You know, that’s super helpful in terms of just being there. And you know, those kind of nudges. It’s similar to what we do in person, but it’s also using the tool to extend that reach and being like, Hey, just nudge, um, that this event is going on tomorrow on that really helps improve our attendance treats at events A ZX Well,

[00:40:42.67] spk_0:
because you have something in the relationship side.

[00:41:41.55] spk_1:
Yes, I have two sets of tools that are related to how we use social media, so we know that now more than ever, our social connections are really important and social media, you know, while it has some of this downsize, it also could be a powerful way toe keep us connected, particularly if we’re at a distance right. But one of things that we find that happens is we can go down the rabbit hole of sort of losing focus on why we’re on the platforms to begin with. And so the first floor wegner recommended For folks who are using Facebook on the best top, there’s a plug in called, um Facebook news feed. Eradicate ER that you can install for your browser. And essentially, what that allows you to do is to replace the news feet when you log into Facebook with the quote. And so what’s the reason behind us? Well, many of us have had this challenge will be Log into Facebook. You wanna wish someone Happy birthday? You want response a message. You want to comment in a group? Or do some of the activities actually connected to you to someone and you find yourself 45 minutes later in this rabbit hole of watching cat videos, a cute puppies running around or watching the you know, whatever the latest news thing is right on. One of the reasons for that is that you get caught up in the sort of the newness of with in your news feed, so this particular plug in allows you to replace the new seat with a quote, and it makes it more likely that you will be able to remember to pause to reflect and actually remember what your primary intention was when you log into Facebook to begin with. So again, that one is Facebook news feed eradicate er specifically for the desktop version of Facebook and for folks who are using Facebook to the browser way.

[00:42:18.14] spk_0:
Just, uh, we just have about a minute left. So this last one you’re gonna do, um, do it concisely, please.

[00:42:26.00] spk_1:
All right, so for Instagram, YouTube and Facebook for the mobile versions, essentially, what we have are each of these has settings that allows you to monitor your usage to set Ah, a timer or just that reminders on how much you’re using. You’re using those particular applications so that you want spending all your time on those, but you’re actually able toe sustained connections. You know, uh, get worked on and live your life. So check out the settings for those If you’re using those on the mobile version, if you want to get a better handle on how you spend your time on this for us,

[00:43:14.02] spk_0:
okay? We’re gonna leave there by my count will be ticked off. You You ticked off. 10 10 Different resource is in, like, under 20 minutes. So thank you. Very efficient. Very mindful. Very efficient. Very productive. Enormously als three. So thank you that they are. Ah Mika Whitlock, trainer on mindfulness work, Life balance and tech Distractions at Mindful Techie and Jason Shim, director of digital strategy at Pathways to Education Canada thanks to each of you Very much. Thank you, Nico. Thank you, Jason. Thank you.

[00:43:33.30] spk_3:
Thanks for having us

[00:44:41.18] spk_0:
pleasure. Next week, Gene Takagi returns with joining forces M o use to mergers. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial And by turn, to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear. Meyerhoff Sam Liebowitz managed stream shows social media is by Susan Chavez. Mark Silverman is our rep guy on this music is by Scott Stein Way next week for non profit radio Big non profit ideas for the other 95% Go out and be great

iPhone & Charity Registration

A customer looks at an iPhone 4 at the Apple Store 5th Avenue in New York, in this June 24, 2010 file photo. Apple Inc came clean on July 2, 2010 about an embarrassing software glitch that overstates network signal strength in its hot-selling iPhone, as complaints mounted about the phone's wraparound antenna. Apple admitted its signal strength miscalculation dates back to its original 2007 iPhone. It promised to fix the glitch in a few weeks, but did not directly address concerns that its antenna design causes reception problems for iPhone 4, its newest phone.  REUTERS/Eric Thayer/Files (UNITED STATES - Tags: BUSINESS SCI TECH)

A new iPhone and iPod Touch app will enable mobile donations. Each week, Pocket Philanthropist will feature a different charity to which donations will be funneled.

The thing is, being featured on the app is a charitable solicitation, which triggers state registration requirements wherever the solicitation is made. With the proliferation of iPhones, that’s potentially every state. This becomes really interesting.

iPhones are in every state, but where is this app soliciting?

If I download the app from my home in New York, each (rotating) featured charity would have to register here before it is featured. If I carry my phone on the MetroNorth train into Connecticut, is the charity now soliciting there? I’m not sure. If I carry a solicitation letter into Connecticut that I received in New York, that’s not a Connecticut solicitation. The letter was specifically addressed to me in New York. The iPhone app is made to be portable, so the charity knows (or reasonably should know) that its solicitation is going to be carried around from state to state.

It doesn’t matter whether I make a donation. Mostly what drives the registration requirements is where the solicitation goes out to, not where donations come in from.

The answer would start with a determination whether the state has jurisdiction over the charity, based on the charity’s activities within the state. It’s a legal question, based on analysis of the charity’s full relationship with each state (what the law calls “contacts.”)

Knowing that lots of states haven’t updated their statutes to accommodate even email and website solicitations, I don’t expect iPhone solicitations to garner enforcement attention. (Note that even though statutes are not up-to-date with email and web, many states do have policies that encompass these solicitation methods. In many states, including New York, Florida, Arizona, Illinois and Virginia, the moment your “Donate Now” button goes live on your website, for instance, you are soliciting and must register with state authorities.)

This iPhone app creates interesting academic questions. Any thoughts on my thoughts? How would you look at the problem?