Tag Archives: Blackbaud

Nonprofit Radio Knowledge Base Inauguration: Branding

 

I’m kicking off the Nonprofit Radio Knowledge Base:

Sarah Durham is principal and founder of Big Duck, communications consultants for nonprofits. People need to know you before you can ask them for money. What is brandraising and how does it pave the road to fundraising? (Nonprofit Radio for 12/6/13)
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Nadia Tuma is a brand innovation strategist with clark | mcdowall. Your brand goes much deeper than logo and tagline. What’s the process to discover your brand strategy? Once you’ve found it, how do you manage it? Nadia and I discussed on Nonprofit Radio, 3/26/13.
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Lacey Kruger, lead information architect at Blackbaud, and Misty McLaughlin, the company’s principal user experience consultant, have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged. (Nonprofit Radio for 2/1/13)

Nonprofit Radio for April 4, 2014: Vivid Video & A Board That Brings In The Bucks

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Ross Minichiello, Mary Carlin and Gloria Ramon: Vivid Video

Ross Minichiello
Ross Minichiello
Mary Carlin
Mary Carlin
Gloria Ramon
Gloria Ramon

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Ideas for producing and repurposing that video you make each year come from Mary Carlin and Ross Minichiello of Riverside Digital, and Gloria Ramon from Brooklyn Legal Services Corporation A.

Deborah Stanley: A Board That Brings In The Bucks

Deborah Stanley
Deborah Stanley
Deborah Stanley from Blackbaud wants you to lose the fear of talking about fundraising with your board. And how is it that board service is like an infant’s life? (Recorded at bbcon 2013).

 

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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, you know i’m glad you’re with me if you weren’t, i’d developed ingi vel hyperplasia if it came to my attention that you had missed today’s show vivid video ideas for producing and repurpose ing that video that you make each year come from merrily mary carlin and rossman akello of riverside digital and gloria ramon from brooklyn legal services corporation, eh? And a board that brings in the bucks never stanley from blackbaud once you lose the fear of talking about fund-raising with your board and how is it that board service is like an infants life that was recorded at be pecan last october on tony’s take two between the guests. Take care of yourself in spring and summer. The time is now. I’m very happy to welcome right now to the studio we have in the studio. Rossman akello he’s principle and executive producer for riverside digital productions. Also in the studio is gloria ramon. She is director of development and communications for brooklyn legal services corporation, eh? Brooklyn a provides legal assistance to low income, individuals and community groups in brooklyn, new york. Gloria leads brooklyn a’s development, marketing and communications there a beak, a dot, org’s and on the phone is mary carlin. She is vice president of business development for riverside digital. They have been in video production for fifteen years with clients that include god’s, love, we deliver and brooklyn, eh? Ross and mary are married and they met doing a play together. They’re both former actors and stage directors, and you’ll find them at rivers aside. Digital dot com, ross and gloria and mary welcome. Thanks, tony. Thanks for having us on today. It’s a pleasure. I’m glad everybody’s together talk about vivid video. Um, mary, i feel bad for you because you’re on the phone so let’s, start with you because you couldn’t you couldn’t be in the studio with with your husband. Video is is really critical for storytelling, isn’t it? In twenty fourteen? Absolutely, when you look a thie popularity of viral videos, stories that people share with each other on a daily basis on the effectiveness of that type of communication, it’s just i think it’s so important for non-profits two to understand that they can share their story that way and that it’s really going to reach so many more people and it’s a very cost effective way to do it. We’re also even now seeing email with video embedded not just a link through, but but actually embedded in prison. And, you know, it’s video is just like the primary source of sharing fun stories, and they’re been a variety of ways that have been developed to do it. You’re right, and ross were talking about mostly event video today? Sure way do aa lot of gala video, gallon honoree video for not for profit organization. So, you know, at all these gallas they have these tribute videos, they honor various people who have contributed and they’ve, you know, you’ve people have contributed either monetarily or through probono work and way get a snapshot of those people’s biographies, but we also talk about the effect ah, that they’ve had on the organization a zoho ll the mission of the order position, okay? And we even could go could go ah, broader than just the gala or the event honoree type video could be covering an event like a run or walk race? Sure, we’ve we’ve done those as well, we’ve we’ve covered we’ve covered events like the gods love race to deliver where we’ve interviewed people who are participating in the race. We’ve we’ve sent cameras into the race itself to get the real experience of participating in the race, and we again we get opportunities to talk about talk to people on the ground who are part of the organization, who support the organization and get their reactions to whites such a pleasure to be part of it. I love your deep bass voice. Thank you. Thank you that’s like alec. Alec baldwin. I’ve been told. Okay. All right, if you if you want. I wasn’t thinking him, but okay. Sounds good. I was thinking like an orson welles kind of, uh yeah. Buy-in voice not appearance. You look much better than orson, even when your son was living. Thank you, citizen kane. Orson welles. Exactly. That’s right, gloria, how is brooklyn? A using video? Well, we’ve primarily used the video’s for our annual partnership awards benefits. Ross just said we area re honor three individuals for their commitment to pro bono work, community service and that’s. How we’ve used the videos to tell their story. But also the story of brooklyn legal services and how they meshed together. And is this video shown at your annual gala? Yes, we what. We’ve shown the video at the event. And then we usually send the video out after the event to people who have an intended posted on our website posted on our youtube and facebook page. So now it’s, sort of wanting to take it to the next level. Ross, we can we can use these videos for a different purpose to it. They want to be limited to the the night of the gala. We show it and then it goes, it goes in storage, you know, that’s, that’s, that’s, always thean tentoni, it’s always the intent that, you know, not only we talking about the individual being honored that evening, but we always like to tie it back to the mission the boots on the ground work because of the contribution, whether it is again monetarily or it was it’s probono where courts just advocacy work that’s being done by this individual through volunteerism, we always want to bring it back to the core mission of the organization, and therefore you can repurpose that video beyond the night. That’s really the most important thing we all know that the funds were scarce in and the not for profit world. And so i’ve seen i’ve seen gala videos that are strictly biography videos of the individual that have no shelf life beyond the night. Yeah, they don’t care. They don’t tie back to the mission. They don’t tie back to the mission. I know it’s a biopic it’s a biopic and you know what it is? It makes the individual feel good and yes, they get honored that particularly, but it has no life beyond that. We want to be able to have the organization cable today, the piece a zoho whole or in part and repurpose it on their website through a viral marketing campaign. Social media however, they best want to use it on dh how do we plan? I mean, that s so we’re going to do that. This has to be planned for before we start shooting. Absolutely it’s it’s you don’t think that kord yeah, i was just going to say, like, the process that ross and i have had in the past three years now that i’ve been working with him is just that we sort of plan out, you know, once we determined who our honorees are, the conversation then is sort of what story do we want to tell and freaking out? The best way to tell that story identifying potential? You know, clients that we can have in the video other supporters, of course staff members on brother non-profit organizations that we work with. So it’s really, you know building that story. Oh, other non-profits even a cz well, okay, so so the point is you need to plan production. What purpose do you have? Do you have in mind what purposes you have in mind for this? So that when you’re when you’re in production, you’re going to satisfy your goals it right? And it always comes it all comes down to drilling down to what is that course story? What is the what is the emotional impact? What is the work that the organization is doing? And how does this person either fit into that directly or help facilitate the that? That how does it serve the mission? Okay, mary, when when we are looking for a video production company to work with, what should we be thinking about? Well, you know, i think that first you should be thinking about the the quality of their work. He’s got to go on and look at aa number of sites websites and make sure that the quality of their work is just really current and clean on how well do they tell the story of the particular organization? Um, that is covered in the video, and it is it is the audio. Good. Is the video good? You know, very simple ways of looking at it and going okay, yeah, this is aunt. Does it impact you emotionally? Doesn’t motivate you to get involved. Oppcoll with this organization. What about checking references? It’s appropriate to ask for? Ah, producers references? Absolutely. Yes. I mean, after you checked the website and liked the work that you’ve seen, you should get recommendations. You should speak to people and say, okay, how were they to work with that? They stay on budget. Did they deliver on time? Do they hit each one of their deadlines on the day of the event? Were they there for you to support you, to make sure that the video played correctly, you know, these kinds of things, so that they that thie non-profit staff member felt completely supported during the process and confident that the video was going to tell the story that they wanted to communicate to their clients and their excellent thank you, there’s. Like, half a dozen very good questions to ask. Ask a reference that you just you just rattled off. Thank you. We’re gonna go out for a couple of moments. And when we come back, we’re all going to keep talking. Ross and gloria and mary and i, about vivid video. Hang in. There co-branding dick, dick tooting getting ding, ding, ding ding. You’re listening to the talking, alternate network, waiting to get into thinking. Good, do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our coaching and consultant services are guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. One, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping hunters. People be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent on with ross, minnick, ello, mary carlin and gloria ramon. And we’re talking about vivid video. Gloria, my pronouncing your last name, right. Okay, good. Thank you, altum. Let’s. See, ross, you’re the executive producer at riverside digital. What? What ideas have you got for for the production now that we know what our purposes are. Well, we’ve hired the right person. You know, our long term purposes for the video. What are some things that you think we need to keep in mind for production? Right, it’s always. Good idea. Tio, have a strategy session with your client and someone like gloria always has such great ideas about, you know how you want the peace to look. Do you want it to look clean? Do you want it to look what i mean by clean is, you know, oftentimes we shoot with that sort of mac mac commercial. Look, with the with the clean white background but the or do you want to have a more organic feel? More environmental field? You want it to be, you know, buy-in people’s offices he wanted to be, you know. Wanted to be outside, you talk about how you want the look and feel of the video to be that’s one one question to contemplate, let me stop you there and turn to gloria. How do you how do you answer questions like that? Well, you know what? When, when? Someone when ross and mary asked, what do you want the look and feel to be, like that’s a pretty that’s a pretty open ended question i often like, i don’t know, yeah, but part of it also depends on who you’re honoring and sort of how you want to tell her story, like, for example, when our last community honoree he was, you know, fabrice fabrice, community activist so we wanted to shoot him in the neighborhood, you know, walking around with his, you know, local residents and just getting that feel of him in the community. Whereas when, when we are attorney honoree, we sort of focus that maurin his home, and so it was just, you know, different sort of creative background elements so it’s, really, who are you honoring what’s the focus and the concept of the video and then sort of take it from there. But what i do appreciate that it is it is, you know, a back and forth, like, sometimes we have ideas and ross’s like, no, that doesn’t make any sense, so it is sort of a back and forth so nice about it right now. E i think you would be yeah, and so that’s what? You would have to have your counting on that. I mean, you exactly want a creative person who says yes, yeah, that doesn’t really fit with what, on dh here’s, why that doesn’t fit with what we just talked about exactly because, you know, you know, i’m not thinking creatively on a day to day basis, you know? So when we have to start having those conversations, i appreciate sort of the gold, you know, the back and forth and sort of think about it this way and have you thought about this way? And i’m like, yeah, yeah? Or you are thinking very creatively about marketing and communications and development. Fund-raising but not about video story tell exactly, which is why we need a producer we need an expert, yeah, yeah, i know. And when we are, you know, talking about a particular honoree, we want to sort of set up the you get really good spokespeople for that honoree and craft questions that are pretty much the same for each of of the spokes people so we can get we compose that same question to multiple people and get different responses and put those responses side by side to see how different people have the take on that particular issue with the honoree. So, yeah, that’s, that’s one thing we craft the questions often times together and or we sort of refined them together. Okay? What story? You got married? Sorry. Please. Oh, no. Right. That’s way. Just want to help a person like gloria, you know, shaped the story that they want to tell. Okay? And in regarding of spokespeople, i mean, you really you wantto you want to find spokespeople that are energised that have a lot of a lot of things, good things to say. You want them to be good on camera. I mean, sometimes we, you know, it takes a lot of editing, so people don’t make a great presentation. Exactly. So you want to, you know, i would say, you know, talk to your talk to your own reeks that’s usually where the spokes people come from and say, look, we really want someone who’s going to sort of stand up for you and sort of have a strong voice. Gloria, have people usually been forthcoming with the honorees, been forthcoming with suggestions, but completely they usually know who’s in there in a circle who talks about them well, and those are the people that we want. And what i find is that when when, you know, when you’re asking someone to talk about, you know, their friend or or colleague there, they’re excited about that. And it is true about choosing the right questions because someone could talk forever or sort of go on about anecdotal stories. But you want to get key points, but it’s it’s so far, it’s been fairly easy finding the right people. Okay, okay, russ, what else? What else should we be thinking? Let’s? See, i would say, well, i mean, you want to. Well, on a technical note, i mean, mary is sort of brothers before, but you want to on the wants of the video is complete. You want teo and you’re ready to show it. You wantto have sort of technical overheard you want have at least one technical rehearsal going into the presentation because this is generally these air live events. And so you want, teo, make sure that, you know, you have redundancy and the way you can play the the video that is to dvd and it’s on a digital file, and you want, if you can, we’d like to go the day before the event and play the video on the actual equipment that’s going to be used on that night, you know, one of these, you know, when he surprises and you know what? We’ve had surprises. Yeah, but you basically a tech rehearsal, you want to have a technology just want to know that that thing is going to play, you don’t want it, tio have a blank screen. When when it’s showtime. Okay, it’s just so surprising, tony, all the money that goes into a benefit on dh, the flowers and the meal and drinks, and then not to have the a z tech staff, they’re revealing your material beforehand is, you know, it’s absolutely crucial to have that done that work that you put into the video it’s going to show and the videos going to be seen exactly the way you intended it to be. Russell russell, who did teo? Some problems that you’ve seen the past mary’s there are is there a exactly actually rushing to that? Okay, is there a bad story that yeah, i mean, we’ve we’ve at a gala of a few years ago, they just could not get the video to play, i couldn’t get it to play at all and so oh, and i had actually gone the day before, and i saw it play on the on the equipment, but they switched it out last minute off the equipment they switched the equipment, anime and so it’s i mean, really, i mean, i’m once i deliver it, i i should be done, but i always like to make sure i’d like to be in the room at the time and trouble shoot help figure it out, but yeah, you know, a t end of the day, they did get it to work one minute before went up, but, you know, it was a nail biter, okay? Okay, tech rehearsals. Decker, husky and i would also say to to plan ahead on the other platforms you want to use the video so, you know, my what i do is sort of, you know, let ross know that i want to be able to put on youtube or post on facebook because he’ll have to go through the process of compressing the video so we can use it on different platforms, so always remember think ahead like, yes, it’s for the night of but where else do i want the studio to go? What other technical issues become arise? Arise uh, mary, what is a b roll on? Dh what’s its role? Oh, sure. Well, this is b roll is shots of the area, perhaps where a building is, maybe it’s, maybe you’re going to be shooting in a playground. You’re interviewing somebody in the playground, but then you would take shots of children playing in the playground it’s a sort of execution, a sense of the setting of the environment where the organization is making an impact, for example, and it’s usually shot there’s, not any audio, but so that then you can take voiceover. Perhaps an interview is running long, but they’re an important points in the interview instead of focusing. On that person’s face, but all time you can go to the dear old, you can go to the setting that interview because speaking about and you can show different shots, and it really gives much more visual interest to the piece because that’s, another thing that we see often in the’s er honoree tributes is that they’re too many talking heads and low people, maybe making good points. It gets a little boring visually just to see people speaking all the time. So it’s great teo, you know, encouraging the production team to go out and get some b roll, because then it will just make the video that much more interesting. Visually on dh photos there’s a photo archive that could be good. Good b roll material. Also, photos are great and you and you could do a lot with photos now. I mean, in the age of photo shop, i mean, you can take part of the image and highlight a part of the image and you can do a lot creatively inside a photo. So all those photos that are, you know, sitting, you know, in an archive somewhere or in a file cabinet those need to be repurposed and brought out to help help help tell the story. I mean, it definitely adds a personal note. Two stories, you’re nodding a lot. Yeah, and i was just going to say two and even other videos in twenty eleven my first year working with ross, we post some humus lee honored sergeant shriver, and i feel that’s like of fantastic video, of course, because who he is as a person, but we were able to use some of the video from forgetting the, i think seven poverty, thank you, a lot of his personal photos, so it just it just made the video that much more dynamic and a clip of sort of, you know, a little bit of one of the speeches he gave about poverty, and it was, you know, the night of, you know, it really moved the room, and so exactly you want you want the video to be more dynamic, and i would say to what? They would get a lot of b roll, because then it allows you to repurpose the video later on, because when you’re getting a lot of shots, whether it’s, you’re the neighborhood you’re working in. Or the you know, the youth program that you worked with. Get a lot of that, because then we could recut it later. Ross could recut it later, and, you know, use it for other purposes. Let’s. Just remind us who sergeant shriver was sergeant shriver. Wealth in the legal world, he was a founding member of sort of legal legal services corporation and he’s. Been way was instrumental, very instrumental in shaping legal services in all over the country, was tapped to be to start the war on poverty and to the johnson administration, yes, and that’s. Sort of. Out of those johnson programs came legal services corporation and brooklyn legal services. Sort of. Ah. Organization that came out of that right and because i know you’re serving your e-giving legal assistance, low income not only people, but also but organization organization. Yes, we also provide legal legal services to non-profit organizations engaged in community development work. Ross, how are we going to do all this in how many minutes? This is sounding like a thirty five minutes, forty minutes winning documentary, but it can’t be the night of the gala does not allow for a forty minute documentary on individual no, he needs to be really tight. I would say no more than five minutes. Somewhere between three to five seems to be a sweet spot where people can engage. You can tell a good story in that amount of time, and people you want to leave them wanting more. You don’t want them saying, you know, when i’m going to get my next drink or order? Yeah, so they want they want a nice a short and sweet and impactful. You really wanted teo leave. You want to have to start, start strong and strong and have an emotional impact. What advice do you have turned a little bit to the to the to the event thie event coverage, not showing but the run walk ride gloria, is this brooklyn a involved in have events like that or we don’t do any runs, it walks, we do we the past couple years, we film the actual program itself. So ross has done that way do cover that we do cover events, we covered the night of just so we all the speakers are covered, and you have a fear archives, and you, khun, for people who couldn’t make it that given night, we post that online and ok, we generally shoot that with two to three cameras. So there’s some variety in the visual. Okay, okay, uh, what else? What else around anything different that we would be doing for something that is going to be an outdoor run, walk, ride, race? Something like that? Well, i mean, you know, there are so many we’ve covered races where we’ve thrown guy’s on roller blades with steady cameras on steadicam, saand and video cameras now there’s so many great wearable cameras, you know, we we will put those people out in the race, he’ll actually do the race, or they’ll ride along in a bike to capture the footage to get that get that sense of, you know, this is what the event is. This is how how people engage on the actual walk and running component of the race. And then you wanna have more of a more traditional cameras to record the experience after the race before the race get get people, you know, interviews and that sort of coverage where these wearable cameras warned they’re amazing how you can mount these. I mean, these these cameras, you can mount them on the surf board if you want. So you can imagine you can wear them on your chest on a hat you could wear the money a wrist there are and the images spectaculars, um and the whole idea. Pardon me till he’s no upleaf is capturing the energy and enthusiasm of the participants in the event so that you can bend, cut, ah, highlight reel and use it as a terrific recruitment volunteer recruitment and part participant video. You can cut something short that can be shared on social media platforms saying, hey, look at a great time at this event last year come on and join me this year. Sign up for my team and let’s walk together yeah, it’s a great way to engage you know, the young young people and it says that this is definitely the place to be. We’ve actually covered races and repurposed the footage. Not only is a end of year wrap up video, but use that as a commercial, we’ve used the the actual footage, the b roll footage from the event used it in a commercial to promote god’s love we deliver. You could see that on our website, actually, which is a riverside digital dot com? Absolutely, gloria, how have you repurposed some of the honoree videos or the end or the gala videos that gala coverage that you’ve done well so far, we’ve repurposed, um, to do like a sort of organizational wide about brooklyn legal services video, so we’ve used some content for that, but we are actually at the stage now with ross having discussions about now that we have this powerful leo videos, what to do next with it? And so really for me, it’s thinking about our larger communication strategy again, sort of how i want teo expand our reach, i engage people s o looking at all this content that we have and see what we can do more, you know, to do more with it. Very nice position to be. And to have that video portfolio teo, turn to wey have to leave it there. Rossman, akello and mary carlin are with riverside digital productions. You’ll find them at riverside digital dot com gloria ramon, director. Development of communications for brooklyn legal. I kind of garbled brooklyn, brooklyn legal services corporation a and they are at b k a dot org’s. Mary ross. Gloria. Thank you so much. Thanks, tony. This has been great. It’s been a real pleasure. Thank you. Thank you. Pleasure. I want to remind you that spring and summer are are here, summer’s coming spring is here. And i think that now is the time for you to be thinking about your summer plans. Or maybe even fall plans. You work in a e-giving profession and that’s what we’re all about. And you’re giving day in and day out. And probably not just eight hours a day, but ten hours, maybe. Maybe. Mohr some days, weekends. Weekend work. Not so uncommon in non-profits you’ve got to take time for yourself and summer and fall or good times to do that, a lot of people, obviously we take vacations, but planet now start looking ahead now so that when summer is when it’s labor day, you’re not looking back saying, where the hell did summer go and how come i didn’t take time off? So please, if you’re going to give to others, as you do and you get joy from doing it, you’re going to give i believe you’ve got to take and that is taking time for yourself. So plan now and rejuvenate later and that’s tony’s take two for friday, the fourth of april fourteenth show of the year. Very glad now, tio introduce a piece from be become the blackboard conference in october of last year with divers stanley from blackbaud this is a board that brings in the bucks. Welcome to tony martignetti non-profit radio coverage of bb khan, twenty thirteen, where outside washington d c at the gaylord convention center in national harbor, maryland. I’m with debbie stanley. She is manager of the customer service team at blackbaud, and her session topic at bebe khan is building a board that brings in the bucks. I love the alliteration, as listeners will no doubt be stanley, welcome. Thank you, and i’m sorry to correct you, tony, but its manager of customers success when i was just service, you said service, and while we’re all about service, my team is about success. Esther and i wrote down success too, and i still read service alright, i’ll get another shot at the end, okay? I’ll get it straight, but its success right here. So you did? I know. Okay, well, that’s really not much of a reassurance because it just means i can’t read. I know that i wasn’t listening, i just can’t read. Um, yes, this is a big problem fund-raising boards on dh lack of fund-raising among boards, maybe the entire board or maybe some individual board members i’ve had guests on. We’ve talked about this, not that tony martignetti non-profit radio is going to change it, but why is this a perennial topic? Well, tony and that was one of the reasons i wanted to be very clear about the difference between service and success. Board members feel like they’re serving your organization by giving their time giving their talents but being a successful boardmember is giving of your treasures e-giving money helping raise money, you know, we’ve been raised in our society. You don’t talk about what the top three at the dinner table politics, religion, money? Well, the bottom line is companies aren’t afraid to talk about the return on investment, they’re not afraid to talk about what type of money they need. I mean, they put a price tag right there, but we is non-profits are ashamed to tell our board members i expect you to raise money. Why is that? I think that the the comment that was made in several of our sessions today was fear we’re afraid they’ll leave. We’re afraid that if we make that a requirement, they won’t join us in our very important work. So it’s fear and i hate that i hate that, but that’s true. So there are lessons that we can learn from the corporate side absolutely out being unabashed, talking about money? Absolutely, absolutely. And i think there’s a lesson to be learned a cz non-profit professionals and non-profit leaders get the fear out of the room. It has no place at the board table. Your constituents, the people that you serve every day are scared enough. They’re scared of going hungry. They are scared of losing their homes. They’re scared of their children, going without education, that’s something to be afraid of. Don’t be afraid of telling your family, your board of directors that you’ve got a problem, that you need their help. And that is why they are there. The number one reason for your board is to raise money and to make sure that you are financially sound. So we’ve got to get the fear out of the room and it’s just it’s, basically just going, swallowing hard and making they ask and telling them what you need. Okay, well, how are we going to get started with this way? Want to put our fear aside what we do while tony, i think that like any good problem, it’s admitting we have a problem, it’s saying, we know that that problem is out there. I mentioned today in my session that i would love to see organizations like a f p board source. Other trade organizations that served this, this very important sector of our business bringing this conversation out there and, you know, the only thing that’ll that will hurt us is not having the conversation of listening to each other, saying, hey, how are you solving that problem? It’s been hurting us, it’s, and it continues to hurt us because we’re not getting to any resolutions, and i think it’s got to be a conversation that comes out of the hallways of the non-profit andr labbate squarely into the board rooms of every non-profit not just these guys, you know what, the top level that can’t afford to make those give or get requirements it’s got to come down into our small to midsize non-profits where board service is considered a privilege at every level, you know, it’s, a it’s, a paradigm shift if you’ve got no not know what part of the country you’re from, but here and certainly this is true. If you want to serve on the board of some of the top tier non-profits they have no problem asking you to write a check for twenty five thousand dollars a year, a year exactly. And if you don’t give that money or you don’t get that money in some way you’re not on the board, but you’re going to make sure you give her get that because you want to be on the board. It is a place of honor. We’ve got to dio a paradigm shift where there is a place of honor for anybody that serves on a non-profit board, i’d love to see a f p boards source try to get some activity congress where you get a tax deduction for board service or something along those lines where we could really make systemic changes in the way that we run the third sector, where being on the board is an important valued piece of our society. Now seo’s executive directors can give their board members these feelings right with the right kind of leadership in the right kind of message is absolutely and the way they treat the board meetings and, um, engage with board members. I mean, you could do this on individual level, even without the congressional absolute about the tax advantage, absolutely we can do that, absolutely, that needs to be done. It has to be done, it’s not being done, and part of the problem with that is the ceo and the executive director’s are not being so supported by board presidents and bored leadership of mandating yes, fund-raising is a function of this board. So your executive director confide that battle all they want, teo. But if the board isn’t going to self govern, they’re not going to get very far in a meeting we had yesterday out of the forty, fifty people in the room on ly about eight of them had a board e-giving requirement and the number one reason why they didn’t was they’re bored wouldn’t enforce it, so you’re you’re e t kayman lee do as much as they can dio and then their hands get tied if they can’t be supported by the efforts of the board dafs how do we start to change the mind of the other thirty eight, thirty years in the room? I really think that it starts with educating the public on what it means to be on a non-profit board ah, the fund-raising requirements in the need i love the talk, the ted talk, the ted talk that all the non-profits latto damp alatas, ted talk because it’s so important to understand that there isn’t just in general operations and restricted dollars, but it costs money to run a business, any business and non-profit is a business, you know, you talk about the executive director’s, you know, encouraging their board members to be a fund-raising board we’re we’re we want to force them to do that, but we don’t want to pay them anything, you know, we want that to be a volunteer effort because our it’s just it’s, it’s, it’s whacked, it’s whacked thinking so we have tio start educating our public on what boards service on a non-profit is really about we need thio increase visibility for volunteerism s o it just it’s education, okay, education, but, well, let’s talk about how the, how the edges sarrantonio can start doing this when we need some some concrete steps. But why? Why do you wantto make sure listeners know that you can find that dahna video that debbie is talking about by just googling dan pelada, it’s, two l’s and two piece and the name of that video is the way we think about charities is dead wrong. When we did a show on that, you’ll find jean takagi. And i commented over over two shows up one each month. He’s, on once a month about how we got to these steps, thiss stage and how. The plot of vision could be executed. You’ll find that with me and gene takagi. Okay, so, debbie, what are we going to do? I mean, what is the executive director seo gonna do? Concrete steps. How do we start? Toe make the board members feel what you’re talking about. One of that in our in our session today. What? We talked about it it’s like birthing a baby, you know, start recruitment. It does. It does. And if you see it in the in the same terms, they’re fresh there knew you. You made him from scratch. I love that line. S o build him up. Right. So the first thing is, you know, you want that baby to be able to hold up their head and look you in the eye and say, i know what this is all about. I get the mission, i can articulate your mission. I looked around that room and i said, how many of you non-profit professionals today, ken, recite the mission of the organization? I had to tell you, tony, i was a little taken aback that not very many people raised their hands. We have to be able to articulate that mission in a very simple, short sweet sentence, and we is non-profit professionals have to be able to do it, and our board has to be able to do it. We talk a lot about the elevator speech, the two minutes if you’ve got something and say, hey, i heard about that board, what is it you want to make sure they’ve got that down pat? So i think that’s number one, make sure they can hold their head up high and they can look you in the eye and say what that organization is all about. The second is about building the body. Now that you’ve come raise your head, you want to make sure that they can sit up straight and that’s the heart, make sure that they’re giving first of all, we’ve got time telling the treasures, bottom line, they have to give you money, they had to give money. There are very few corporations or grantspace foundations, that well funded organization that does not have one hundred percent board giving, you know? And yeah, that doesn’t mean you have to give twenty five thousand dollars like you have. To for the new york symphony, give a gift that is meaningful to you. You know, if if i go and ask my mother for a loan, i better make sure that i really don’t have a thousand dollars sitting in my bank account when i go and ask my mother for a two hundred dollar loan that’s just not right, and we’re serving this because we want to do the right things, do the right thing, invest in the non-profit so making sure that heart is right and then it’s what you do give your board things to do, give them riel task, you know fund-raising is not just about the ask it’s not just sitting next to somebody asking them for money are asking them to contribute in the room ways. There are other things that board members could do around fund-raising that i’m not soliciting. Exactly host a party at your house. Um, introduce the organization to new people absolutely acquire new donors, absolutely go through a list of donors and make connections for them. There’s any variety of things that a non-profit boardmember can do, they can write a letter to their congressmen, do some advocacy. Help get a grant by writing letters of support, there’s any of a number of ways, things that that organizations can’t even on the stewardship side thanking donors, maybe have, ah, call bank of of trust is actually, one of the suggestions we made this morning was exactly that. So there was a reason calls to make you’re saying, thank you, i know it. Don’t you love that? Yeah. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight free that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams and a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam bron, founder of pencils of promise. So there’s all kinds of things, that non-profits khun, do you know, tony, we sit there forever, and we say they won’t raise money, they won’t do this, they won’t do that. We’ve got to take some responsibility, too. I’d say we’ve got to train them, we’ve got to help them. We’ve got to, you know, create an environment where fund-raising is easy, okay, you mentioned a couple of very important things, training and support who should be doing this, training the executive director, thie staff of the non-profit, together with the board chair, together with other members of the board and it really it’s about your non-profit. Yeah, there’s. No one size fits all, but it is creating a culture where fund-raising is the primary. I’m stopping myself because i hate to say primary because and for specifically, right after i said different strokes for different folks, you gotta look at your non-profit and decide how you’re going to execute it, but the bottom line is you have to execute a plan where fund-raising is a critical part of that plan, and so it can be everything from an annual training session where you bring in outside counsel. I’m a big believer in bringing outside counsel they here from a different set of ears, then that voice they hear every day when they hear that voice once a year, you can get some points across. She can’t another ways sometimes that can say things about what you’re saying points across, they can say things that insiders can’t say. Well, you know, the insider can say it, but they don’t hear and then they’re right in some ways you can’t say it it’s like that elephant, the room everybody knows that person right there needs to be off the board, but it takes a consultant to come in and say, leave no before somebody here is that so you had training creating a culture of environ unenviable mints of fund-raising have good board materials, good board recruiting, good board training. So it’s very clearly spelled out that this is what we expect you to do. I hear a different advice on this around the the the expectations of boardmember ship at the recruitment stage what’s your advice around whether there should be a document that signed that i understand i’ve read all these expectations, and i intend to live up to them versace laying it out, but maybe not being as formal as as a signed document. You have a sense of that always the signed document, never, ever, ever not a signed document. So you could say, i have an opinion, okay? And and my reason is this when you sign any type of car or when you enter into any kind of contract there’s a signature involved and you are entering into a contractual agreement with a non-profit that says i’m coming, i’m taking a space on the board. I am going to adhere to my duty of care as late forth by the attorney general, whatever governing body governs this non-profit in exchange, you’re going to provide me training here to provide me opportunities to serve and i’m going to do this in exchange for this partnership that we’re entering into for the next two years. So you actually like to see it laid out in the form of a contract? Well, you promised it, maybe not illegally, yeah, yeah, i’m not. I am an attorney, but i’m not using it that way. Now you’re not legally enforceable agreement in terms of, i promise to do this and you, the charity or promising to do that, absolutely a memorandum of understanding. Okay, yeah, what about the another area that you mentioned support with training, there has to be ongoing support. How should the charity be supporting its boards? Fund-raising i think that at every first off, i’m a big believer in fen development committee’s, as part of your board structure, and then they kind of oversee all of the fund-raising activities at the board level and beyond. But i think that thie support from the non-profit is ongoing and systematic at every board meeting. There’s a report there’s request there’s follow-up your development officers very involved with the board giving program ah there’s annual training on fund-raising activities, maybe quarterly training on different trends going on, it is an integrated part of your board meeting in your board culture. Okay, so actually, an agenda item. Oh, yes. Oh, yes, yes, i showcase today. Ah, couple of items that i would always include in your board package is part of your fund-raising reporter you’re dealt development report and one of those is you’ve got your annual campaign. You’ve got your events and how much they raise. Well, your board giving program should be reported on his well, it doesn’t have to be a dollar amount, but your goal is for one hundred percent of your board to give every month put it in there. Is it sixty percent? Is it seventy percent? Is that thirty percent and make them look at it every month and it’s like you’re going to know you gave? I’m going to know i gave there look around the table and they’re wondering who didn’t give. All right, what we’re going, what we’re gonna do with the with difficult cases it’s, easy to say, get them off the board, but that’s often very difficult right now, you can’t just i, you know, it’s, just we go back to the analogy of birthing a baby. You can’t give your kids back, but boardmember zehr are some ways that you can encourage them to seek service other way other way other way, first of all, big proponent of of term limits. So if you’ve got a two year term or a three year term, scattered terms, then you know you’ve got this problem. Herson, you’re only going to have them for a short amount of time. That’s one that is easily executed, easily implemented. The second we talked about signed or not signed agreements, you’ve got a signed agreement. I’m going to do this, you’re going to do that, and if you don’t here’s the agreement. That’s. The easiest way to make sure that you’re bored or all doing there are behaving themselves. They’re behaving in the manner in which you expect, and as we’ve said, this has to come from leadership. The board chair has to embrace this in order for it to be a part of the culture of the board. Absolutely, yes, the board has to embrace it, and they all have to agree that this is behavior in which they’re going to hold themselves accountable. What else would you like to say about getting bored that brings in the bucks? I i’m honored to speak to this topic, first of all, because i feel so passionately about it, and i do believe that we’re seeing improvement. It’s not there yet, but it will get there. And it’s continuing the conversation. We have already gone a long way in the last couple of years of getting away from the diatribe. We’re not going to pay our people. We’ve gotten to a place where we are professionalizing the non-profit sector and i am thrilled to be part of those conversations and i am honored as i said, to continue with these dialogues and i think that’s just what we have to do. We have to keep talking about it. We have tio continuing. Continue with the education, treat the non-profit sector as a person professional business and they will act more professionally. It’s, just like your kids. Tell him what you expect and hold him accountable. Debbie elliot. Sorry, debbie stanley. This time i messed up her name. First time s geever topic. Uh, title that’s. Terrible that’s. Okay, you may be memorable. I’m sorry. Debbie stanley is manager of the customer success team. Blackbaud, thank you so much for being a guest. Thank you, tony, for having me. It was a pleasure, right? Tony martignetti non-profit radio coverage of bb khan twenty thirteen. Thank you so much. For listening. My thanks to everybody at blackbaud and bb con for all their help and and the very nice stage position that that i had on the exhibit floor, doing all the interviews from there. Lots of thanks, tio. Everyone at blackbaud next week, author dennis miller. He’ll be on for the hour talking about strategic alignment in his third book, what are we aligning and why is it important for your success? Our creative producers claire meyerhoff sam liebowitz is our line producer shows social media is by julia campbell of jake campbell. Social marketing. The remote producer of tony martignetti non-profit radio is john federico of the new rules he’s, the one who helps me when we go to these conferences on our music, you know this music it’s by scott stein. He’s around brooklyn. 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If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Hyre

Nonprofit Radio for March 7, 2014: Society-Level Giving & Fraud!

Big Nonprofit Ideas for the Other 95%

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My Guests:

Page Bullington & George Durney: Society-Level Giving

Page Bullington and George Durney
Page Bullington, Tony Martignetti and George Durney

Page Bullington and George Durney, both with Blackbaud, reveal tactics for setting donors’ sights to your society giving level, whether that’s $250 or $2500. (Recorded at bbcon 2013)

 

 

 

 

 

Gene Takagi: Fraud!

Gene Takagi
Gene Takagi

“Diversion of charitable assets” can hurt you badly and embarrass you terribly. Where are the vulnerabilities and how do you protect your nonprofit? I’ll walk through it with Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO).

 

 

 


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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 very glad you’re with me. I’d be thrown into endo cardio fibroblast doses if it came to my attention that you missed today’s show society level giving paige bullington and george durney both with blackbaud revealed tactics for setting donorsearch ites to your society e-giving level, whether that’s two hundred fifty dollars or twenty five hundred dollars and that was recorded at bebe con the blackbaud conference last year and fraud diversion of charitable assets can hurt you badly and embarrass you terribly. Where are the vulnerabilities and how do you protect your non-profit i’ll walk through with jean takagi are legal contributor and principal of the non-profit and exempt organizations law group neo on tony’s take two i’ve got a speaking gig coming up. We’re sponsored by rally bound peer-to-peer fund-raising and by t b r c saving you money on credit card processing fees and now i introduce the interview from bb con on society level, giving welcome to tony martignetti non-profit radio coverage of bb khan, twenty thirteen were at the gaylord conference. Center outside washington d c in national harbor, maryland. My guests are george durney and page bullington. Their subject for their seminar was earning that society level gift. George durney is director of sales target analytics. Paige bullington is also a target analytics as director of professional services george page welcome thank you. Glad to be here. Yes, tony, thank wasn’t have you? George has revealed that he hopes to start up have a washington morning joe he’s actually sitting here practicing, saying good morning, washington so i don’t know how much longer he will be at blackbaud talking aboutthe time this show airs, you may be hearing him on w a m u welcome again, let’s see, we want to get that society level gift page. What’s what’s the first bit of advice or what? We’re let’s define what we’re talking about that it’s everybody underst starts at the same place. Typically when we’re talking about a society level gift we’re looking at individuals that are giving between a thousand dollars up to just under ten thousand kind of a very specific range, um and it can swing a little bit lower a little bit hyre for organizations, but that’s usually the rains that we’re looking at, ok, and we’re finding non-profits having trouble getting to that level? Yeah, it can be a challenge. They look different than other types of donors, so sometimes kind of finding them identifying them. Keeping retaining these types of donors can be a struggle, but there’s a huge payoff when you can choir and get to know donors at that level because they often are the most supportive and engaged of your organization. Ok, morning talk show host yes. What what would you like to add to the introduction? Well, and i think obviously page hit it perfectly, but one of the key things that thousand dollars donors also considered by some a mid level donor for gotten segment of their portfolio there, big on direct mail, low end donors, annual gifts they focus on major e-giving but sometimes there is a lack of strategy and focus on that thousand dollars donor-centric breaking that barrier and we did a lot analytics for today’s session breaking that barrier is critical in terms of retention in lifetime are long term value, so just a knowledge of understanding that and then having a focus on it. Is a big win, okay, so we’re not trying to get this donorsearch for one year, but there’s long term payoff teo breaking that this thing, this glass ceiling of of a thousand dollars that’s exactly right? We’ve seen hyre retention schnoll rate and hyre gains in terms of the year over year giving so it’s it’s a critical step on the path and it’s not a path where some are going to become. We’ll call it major donors and let’s to find a major donor, and everybody does it different totally tony, but let’s define it is like about ten thousand dollars there’s, some that that’s a step in the journey and others that it’s quite honestly, where they’re going to settle on and be comfortable in that level for years and can be extremely profitable in good for organizations. Tohave that group of donors okay, let’s, let’s, start with the advice, george with you. What? What’s what’s. The first advice to getting there. What? Well, actually, i’m sorry right now. You i withdrew the question sort of do we need to know where we’re starting? How do we figure out what we’re starting with? Absolutely that’s the first thing, probably the most important thing any non-profit could do, especially the smaller non-profits is have a value assigned to each donor-centric elif, you will on typically organizations do it on an annual basis, so being able to understand the potential and then what they get today out of that donor differential should help them allocate resources. So knowing that is the first step in the journey of being effective and efficient, moving donors up to that thousand dollar level and obviously retaining him and moving beyond. Okay, okay, paige, but way have this baseline, we’ve assigned values current and potential. Where do we go from there? I think the first step is to start to treat these individuals differently. We know from our research that they have different asset profiles, different demographics, and so the message you’re going to put out there, whether it’s via direct mail face-to-face cultivation or over the phone needs to look different than how you might cultivate a twenty five dollars, donor. Okay, well, let’s talk about some of the differences. What should they be? I think quite often, and this is a personal to some of the areas that i’ve worked in you have to understand and have a different type of connection with them, so understand they want to engage powerthru mission, they’re going to see themselves as an investor with your organization and making them feel that there have more of a steak, and what you’re doing is really important if you’re going to get people at that one thousand dollar level. It’s crucial. Okay, well, how do we do this? What kind of words do we use? What kind of channels do we communicate through? George is raising his hand, you know, somebody was actually walking by saying, sorry, tony george, actually, popular guy georges actually not engaged in the conversation. He’s looking at people walking past. I’m engaged in the conversation, so i will ignore george and we’ll stay with you. So what? How do we do this? Specifically? Specific communications channels what we’re gonna do, george, you’re out nastad i would say direct mail is still a great way to engage these donors. It’s probably going to be with more of a high end package and what i would call some insider information. A good example. I worked with healthcare foundation that started a fellows program and through that program, they engaged these one thousand dollars donors and prospects with insider information on where the health care system was going so that’s kind of one example a lot of organizations will do face to face but do larger scale event so it’s not that one on one that you may use with a major gift prospect, but maybe you’ve got a one too many where you have ten to twelve people in a small cultivation event again, you’re cultivating the moor is an insider, and you’re really giving them access to your leadership quite often, because again they feel different. They feel more like an investor so it’s important that you specialize and capitalize on that feeling, is there ah, size george paige mentioned one to twelve roughly over which you shouldn’t go where you start to lose that connection that yeah, there’s, no doubt about it. I don’t think there’s a magic number in terms of drawing the line on the page, has some great experience because she was doing this on a regular basis before she joined target, but one of the things we talk about is everybody has a clear definition of that major gift. Prospect, and they say one hundred fifty prospects or donors are assigned to an individual. This kind of cultivation lends itself. Paige was saying tomb or direct mail support and more over the phone, really a less of an investment initially in these donors, but an effective way to do it, and you could manage a broader portfolio. And i think this speaks to almost in a murder, and we’re seeing with some of the non-profits kind of an emerging new job title, if you will, that mid level gift officer, which isn’t that senior gift officer it’s, a little bit of a junior person, and the majority of their efforts are done over the phone or email, but yet they’re establishing personal contact, right? Those personalization. And they should be able to handle north of a thousand prospects on something like this because of the level of connectivity and cultivation. This isn’t somebody you need to go visit and spend the weekend. Okay, but let’s, let’s stick with the different channels. As you were waving to your fans in the audience a multi task paige and i were talking about channels. Yes, you mentioned you mentioned the phone. What would how would we start to engage someone there? Let’s say they’re giving it the i don’t know two hundred dollars on we want to we want to get that thousand dollars ceiling how do we start to engage them by phone? So? So the first thing is, we’ve got to identify the right person because not every is we mentioned before, not every two, fifty donors, the right one to cultivate, so once we’ve identified the right one, thank you, cultivate right then the question is its multi-channel and i and i think his page, you’re saying it’s, not just the phone, right? It’s all the channels we want to hit him with it continue to hit him with direct mail. Even online efforts create custom portals for these folks to come in, you’re really trying to connect and engage, and the phone conversation is going to be about discovery, right? Understanding who they are and why they give you right, because each donor, especially at that level, has different motivations. And you need to be able to differentiate, and we talked about it today, and we got a lot of questions from the audience that we have donors who come to events and give because thie event sponsor or their lead on the event a friend of theirs, they’re not engaged in your mission, but they gave just for that person almost attribute gift that’s probably not the person that we’re goingto invest in cultivation because they don’t have a connection game because of their personal relationship to the friend, right? And you’re not going to get that on an ongoing basis. That wouldn’t be that i won’t say we’ll get any dollars, but it’s probably not the best use of your time and not the best owner to target on and that’s where understanding and the phone becomes a great vehicle because in a direct mail conversation or it isn’t a conversation right? It’s a one way communication. I can’t assess that, but if i’m talking with somebody and i understand their priorities, i can quickly assess is this person on the path, if you will, to want to be maur engaged and committed to our organization, right? You can probably qualify the person in just a few minutes based on how well they received the call and and how engaged they are pages talking about engagement in this process, you could probably qualify them. Not that you’re gonna brush them off, you know, in a couple minutes, but within certainly within a fifteen minute phone call. If you’re able to get them that long, the un engaged person may disconnect with you before them that’s, right? If you’re able to get on the phone, stay on the phone with someone that long you can, you can tell exactly. You can weigh always say every donor is valuable, but not every donor is of equal value and it’s important to understand that value. And then there is, paige said, the engagement level and there’s ways to look at engagement in addition to just a conversation that requires some individual to sort it out. It’s attending events is a good indication the mohr events they attend, the more times a volunteer, these air, all good metrics of engagement that in and of themselves, they’re not necessary significant, but when you combine that with other information on that particular donor is paige talked about before assets age, other philanthropic giving activity while the sun you’re starting to paint pretty cystic picture of the person you want to invest cnn right, and make them really engaged. They didn’t think that shooting the good ending. 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Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Paige, we’re talking about the whole breath of the relationship, right? As as we’re figuring out who the people are that we should invest the time exactly a lot of it starts when they’re a direct male donor away up to some of these individuals becoming major gift owner. So you really have to take a holistic look at that lifetime value of the donor, and that helps inform who you’re going to pull out for this more intimate and sort of engaged level of cultivation. So clearly your record keeping is gonna be important no it’s not going to help tohave a spreadsheet from the two thousand events well, and then one from the two thousand three events and right, and and then trying to coordinate that with a with a fund-raising spreadsheet and maybe a volunteer list. That’s that’s not goingto work well, right? You know, you hit on a key part on, unfortunately, many smaller organizations because they don’t always have the resource is needed that’s just where all that information resides on disparage spreadsheets all over the building with different people and not saving that information. More people know about their shirt size and who attended. All the events, right and event attendance and any other engagement volunteering, i’m on the board of meals on wheels. If i show somebody who comes to our events who volunteers on a regular basis and there’s assets, they’re the probability for a more significant connection and gift goes up exponentially. Do we? Paige, do we bring volunteers in to help with this process? Or is this more? Because it’s ah, a donor that in the big scheme is mid level, as george was saying, is this more suitable for staff? I think i can see both sides of that. So is george said, you know, for some individuals, the volunteer, maybe the initial no connection that’s really important to bring them in to get that first gift. Having said that, you probably need a very focused effort from staff to continue to manage a population of maybe a thousand plus donors and prospects. It’s unlikely that volunteers are going to be able to do that quite as in sort of a discipline. Fashion is your staff might be able to do okay. So maybe then bring volunteers in at the stewardship. Thank you. Point. I think that would be a great point, and then certainly, if you’re doing events, say you’re hosting a cocktail hour to get to know these individuals, the volunteers may come into play as hostess again is people that open initial doors, but for that structured prospect management, my thought is that you’re gonna lean pretty heavily on your staff to ensure that that happens. Okay? Wei have plenty of time together, let’s, let’s diving deeper into some more, some more ideas around around breaking that thousand dollars stealing. Go ahead. No one thought that struck me as we were talking earlier is we’re talking about the disparate spreadsheets and sort of where you keep your information is, i think, it’s really important for organizations to understand that you don’t know everyone don’t assume that off the top of your head, based on anecdotal information that you already know and understand who these people are. And it happens a lot when we consult with organizations will come in, we’ll do a screening and they’ll say it’s, fine that you know you’ve found cem cem, new lower level donors. We already knew all our major prospect, and nothing is more fun to me sometimes didn’t actually. Bring out a list of let’s, say, a hundred people, and have people sort of sit back in the room and dio i had no idea. Oh, i didn’t know they could given that level. So i think that’s a key point when you’re trying to develop this program that we really shouldn’t assume that you know your data as well as you think you do. You probably know it pretty well. You can always knew it better. Okay, george could be a little humbling that i have to admit that you don’t know your data and your prospects as well as you thought you did. Exactly. And i think paige is right on point what the organization needs, whether we support them or somebody else does it is they need a discipline process toe analyze that donor base and segment that don’t and without making it an infomercial, pages put together a service over the last year that we’ve had great receptivity on for smaller non-profits on a subscription basis that comes in and makes it as simple as possible puts an m on the record for a major donor and a for an annual donor and it’s at that thousand dollar level on asset size. So you have an idea of the capacity there and a recommended next ask amount or a dollar amount on that donor and something that’s simple used in the hand. You know, all of a sudden it becomes a brush in the hands of an artist if they know howto share the passion of that mission with those right people and the right channels in the right allocation, all the sun you see, huge performance improved. What kind of support? Jorge does the person who’s doing this outreach need from the organization? Maybe from leadership? Well, from leadership, they clearly need a good case for support. I think that’s it and an essential item, they need that case for support. And they also need to be able to show accountability as to what the organization is going to do with those dollars. And i think that’s fund-raising one on one. Tell me why i’m in again and then tell me exactly what you’re gonna do with that. And and, you know, most organizations have embraced that, and i think now more than ever, non-profits or more transparent than ever. And the donor’s let’s. Face it expect that because they’re getting that level of transparency on page brought it up in our session. People aren’t giving donations anymore. They’re investing right? Sure, paige, do you have? Ah, sense of how we would hold the person accountable. Who’s doing this outreach? I mean, i beyond just who goes to valladolid level within x number of months and who doesn’t? How can we assess their their effectiveness? I think you hit on one of the first points number one it’s the conversion of people from lower level giving up to this thousand dollars society level gift that would be, i would say, one of the most important primary. Second dearly of that, i would say acquisitions i mean, i think it’s reasonable too, to expect that you’re also going to bring in some new donors at this level. So it’s not just going to be sort of a conversion path, you’re also sort of out there prospecting on dh then thirdly, had states retention it’s great to get them there also want to make sure that we’re keeping them there were keeping these folks engaged, so i think you know, under those three things you form. A baseline for some really solid metrics let’s spend a little time talking about that retention because now we’ve spent time getting getting them to that level. What what’s your beginning opening advice on keeping them at that level? Well, the first thing i would say is there some great bassline knowledge that suggests that these donors wants an individual gives the thousand dollars or more? They retain it a higher percentage relative to people giving it a lower amount, so i’d first of all, just saying put it out there that you can expect ah, hyre level of retention beyond that, you’ve got a steward, these folks and i go back to earlier comments about keeping them engaged on dh that’s going to be a key, you know, we know that that once you sort of open your wallet and get engaged, it’s an organization at that level, you’ve got a higher level of inclination, but it’s not going to be automatic, that you’re going to stay there. I mean, i use myself as an example. I gave a thousand dollars to an organization for a year, they were doing a very special campaign, i felt super engaged cause i was really passionate about what they were doing after that campaign. I kind of fell off, you know why? Because of their shortcomings in keeping you engaged or for your own interests change? Yeah, to a certain degree, it was sort of, you know, we kind of finished the campaign, they shifted focus, and i didn’t really hear a whole lot about, you know, kind of the new mission and how it translated to my interest areas, and they’re great organization. It’s it’s not, you know, sharp criticism, but that’s just an example of how, you know, for me to continue giving it that level, i really needed to feel more engaged because that’s not an insignificant amount of money and my attention sort of shifted elsewhere. I think this is critical, george, especially as a campaign wraps up it’s structured around the campaign, whether the campaign is, you know, something online and quick, maybe latto great sixty day campaign. Or maybe it’s a more traditional four five year campaign. When that campaign wraps up, how do we keep? How do we keep people engaged? What were we talking about now? Yeah. There’s. No doubt there needs to be. Some transition in some constant connection and, you know it is page pointed out, it’s interesting we saw in the study that we did eighty percent of the donors, eighty two percent once they hit a thousand dollar level, eighty two percent of them retain, and about seventy percent of those actually gave mohr now that’s what’s the corresponding statistic for those under a thousand under a thousand it was about sixty five percent, and when you got lower in the pyramid or on the food chain for gifts he got in the thirties. But i think another metric is paige talked about the ability while averages is, you know, a very deceiving right, because there’s all wireframe clolery all the outlier, all the outlines on this, and we’ve seen organizations even a five thousand dollar gift level that only retain twenty or thirty percent of their donors. Even at that level, they’re retaining a relatively small percentage. A lot of times, those air event driven donors is a good example, right? They do a lot of events, they do the big galas and they’ll only retain a small percentage, and yet others air retaining north of eighty and their entire portfolio right through the organization’s pretending lo don’t lose your point, but no, they’re constantly having to acquire eggs and spend so much more money acquiring new donors to replace right, the master says, and you know, a cz you said the mathos where it’s the leaky bucket, you know, it’s leaking, leaking and i’m constantly filling, filling, filling i’m chasing and it’s hard to string together, you’re over year solid, sustainable growth without having a solid retention left. And while this thousand dollars threshold is appears to be important, it’s not magical unless you put in the discipline processes around retaining and engaging and connecting and stewarding those relationships and as page mention and you hit on it, it has to evolve right? Because i’ll get a multi year commitment because of a capital campaign. But now what’s the incentive, i’m not building a building anymore. I’m not expanding a soup kitchen. Why do you need the money? And why must i continue to give it this level and that’s sometimes that’s amore, difficult conversation and a real challenge than it is to say they were building this building because we need it and therefore you need to give to keep us sustainable. Yeah, yeah, the case for the campaign is usually hopefully pretty straight forward, right? There has to be a plan, right page for transition after that campaign. Absolutely. And i was just thinking one of the things we haven’t touched on too much in regards to steward shevawn retention is the involvement in the visibility of leadership with these donors. So george talked about you. You do have to hold them accountable. You’ve gotta have a strategic vision. But one of the things that we know from past studies and sort of deep breathing with clients after campaigns is how important it is for these individuals to see and feel that the leadership of the organization is out there sort of building the case of in the community, coming back and talking to them and engaging them with that vision if leaderships not connecting with them. It’s very likely you’re going to lose them. Okay. Well, there’s ah, there’s an answer to something i asked earlier was, you know what kind of support to the the people with the gift officers or the officer at this level need they need leadership is george said they need the vision you need concise mission so that they can convey it and well beyond the campaign. Right? Unlike a major gift, they don’t need the leadership to make the ask right. They should be responsible for that relationship. They should be able to store it, but they certainly as you pointed out, they need the tool kit and they need the commitment. Okay, we have we have a few minutes left. Either one of you. What more would you like to say about breaking this thousand dollars ceiling? Go ahead. I was just going to add it’s just important. I mean, i you know, when we were thrown out a couple of statistics and we’ve talked about how you do it, i would underscore for organizations that getting to this level securing them retaining these individuals can really help underwear under gird your mission in your vision and really provide a firm base of financial support where sometimes annual getting and even major giving to a certain degree can be a little more volatile. And this really can become sort of a study platform and a foundation that i think the importance is sort of underemphasized right now. And i’m just a big believer that it can provide a nice pool of support steady, solid donors that really could be crucial to your organization’s success. George, would you like to leave us with you know, the question we get asked all the time is how do you find these? How will i find that thousand dollars donor zoho lled income the size of the assets, the real estate that they have one other giving that they do and the more and more data you look at, the more more you realizes there is no one silver bullet there’s no one thing that you could look at and say that person has a lot of assets because he’s been study after study, people of great affluence are not necessarily all very philanthropic they give, but that doesn’t mean they’re going to give it a certain level. So there has to be a combination of the ability to give and the willingness to give and that’s where requires some level of analysis and segmentation to really get to that point as opposed to tell me somebody who’s rich, give me the next millionaire and then that’s how i have a strategy? What do you love about this work? Analytical work that you’re doing, george, you know, there’s it we can help people immediately. I feel like every time we work with a client, we’re going to make them better. There is no doubt that if they follow in using information, it’s going to make a more efficient, more effective. We had one client who was here before standing in front of you that we help. And we identified on ly about three hundred prospects. But they raised twenty one million dollars in eighteen months from those prospect that were not on anybody’s agenda. Tony, they had not. You know, they were there. Some of those folks had given five hundred thousand dollars a year forever that’s such a grand slam, you. Twenty one million dollars. Every hundred unidentified prospect, obviously on unknown process unknown prospects down right down under the view, our line of sight from there in their folks. Page, what is it you love about this work? I would ask you really the same sentiments, but i’ll put a slightly different spent on it. I my background is in fund-raising for a number of years and i did. Not have analytics. When i did it, i would have given my right arm to have had it, because i know what it does. It allows our clients to spend their time on their mission and doing what they wanted. You and we really it is what george said. We really help them. And how can you not feel good about that? I mean, i feel great every day about what i get to do. So it’s it’s a privilege to work with the team i work with, as well as the clients we work with. Paige bullington is director of professional services at target analytics. George durney, formerly director of sales at target analytics. Now host of george durney show five a m two a m on w a m u r. We’ll put you on tv and he was like, yeah, that would be prefer tv. I want to say good morning, washington good morning, washington. Thank you very much. Both of thank you notes from you. You were very good. Your audition is you now have your addition. Real way. We have it. Tony martignetti non-profit radio coverage of bb khan twenty thirteen. Thanks so much for listening. I love going to these conferences, and next one will be next week at non-profit technology conference live listener, love, let’s, start abroad this week, korea. Lots of people in korea, multiple in soul, thank you. Also, young, jean and sanju. I hope i’m pronouncing those right on io haserot live listener to love to the korean peninsula in japan. Fukuoka you’re pretty. You’re you’re very consistent listener, if it’s the same person and also takashima konichiwa here in the u. S new york, new york. Cambridge, massachusetts. Atlanta, georgia, irvine, california. Beverly, mass, jackson heights, new york. They’re out of the woodwork live listener love to each of those like these great, all these states checking in love it and, of course, those of you listening on the time shift podcast pleasantries to you love our podcast listeners as well. You know that there are two companies that helped me bring non-profit radio to you, and one of those is rally bound. They support the show and they make simple, reliable peer-to-peer fund-raising campaigns friends asking friends to give to your cause. You know, you can claim a discount as a non-profit radio listener. People have here’s an example of one of the rally bound campaigns friends circle they raised more than half a million dollars in their annual five k walk. Now rally bound is not necessarily for events like runs and walks and rides. Ah, could just be a campaign that’s, not event driven, but this one was for friends circle. And they did very well pick up the phone that i mean, you could go to their website, but i like talking. Pick up the phone, talk to joe mcgee. You’re not going to get somebody to talk to at kickstarter or indeed go go. But you will it rally bound triple eight, seven, six, seven, nine o seven. Six my friend joe mcgee. Or of course, rally bound dot com if you prefer that way. Also tea, brc cost recovery. Supporting the show. Do you accept? Credit card gift if you do, then you should talk to them because they save money on those pesky credit card fees. Trc talks to your existing credit card processor, then you don’t need to be switching, talk to your existing processor and get them to lower the fee that you’re paying on each transaction. If you, uh, if you look at your statements, you’ll see that those, uh, those pesky little fees add up. If they don’t lower your rate, then you don’t pay them there. You would talk to yourself, rabinowitz, and when you talk to him thank you for sponsoring non-profit radio trc dot com or again, i like to talk method two, one two, six double four, nine, triple xero i’m delivering a workshop on charity registration at the foundation center in new york city, the’s charity registration laws are these things that require you to register with state authorities in each state where you solicit donations. So if you have a donate now button, for instance, on your site than you’re soliciting in about half the states in the us, if you’re sending email or u s mail those air solicitations also in the states. Where those messages land, the workshop is on tuesday, march eleventh at ten o’clock in the morning and it’s free and there’s info on my block at tony martignetti dot com. And that is tony’s take two for friday, seventh of march tenth show of this year. Jean takagi is with me you know him he’s, the managing attorney of neo, the non-profit and exempt organizations law group in san francisco, he edits the popular non-profit law blawg dot com and on twitter he is at gi tak gt a k jean takagi welcome back. Thank you so much, tony, how are you? I’m doing terrific, lee, how are you doing out there in san francisco? I’m doing, actually, and i’m actually in newport beach today. Oh, newport beach is that, well, is beach. So is it south of san francisco? It’s just the valet. Okay, way south. Okay, cool. Um, we’re talking about fraud. This with this, uh, this month, the fraud, fraud losses. These things can be considerable. Yeah, absolutely. That side interrupted. You’re not interrupting at all. Go ahead, it’s. Your turn. What? You know, i was looking at the chronicle of philanthropy this morning on their online website, and one of the top stories is oxfam’s extra cheese, please. Guilty to defrauding charity and that’s about one hundred eight thousand dollars, which probably small for oxfam. But, you know, always an alarming thing for the public to see. And incredibly embarrassing for oxfam. Absolutely. There’s more than just the money here, there’s the reputation and oftentimes that’s that’s the biggest loss of all the loss of the public trust in the organization. Okay, um, well, we you know, you and i have talked about audits before isn’t an audit, it actually turns out is not going to catch a lot of fraud. Or is that right? Yeah, i think so. What some people are saying is that not its only catch about three to four percent of the frauds that that are eventually figured out by the charities. So that’s a very, very small proportion, although there’s still very good. And what an audit might do is tio provide tips on getting internal controls in place. To prevent fraud from happening. I don’t want to downplay the importance of a financial audit, but it definitely doesn’t result in the capture of a lot of the fraud that goes on. I saw something that said that a lot of fraud is found by by tips like whistleblowers. Yeah, absolutely. There. There having a good whistle blower policy is a great tip for preventing fraud and really establishing what what we like to call from, you know, from a lawyer’s perspective, the tone at the top in terms of making sure that the board has said the prevention of fraud and the integrity of the organization keeping the integrity the organization is a paramount priority is really important, and having things like a whistle for policy that strongly protective of employees that might blow the whistle on somebody commiting or defrauding the organization is really important and sometimes tip lines that air man by third party providers can also can also be helpful in allowing employees to feel that they can remain anonymous during during those tips. Oh, that’s! Interesting that’s like the makes me think of those signs on the backs of trucks. How are my driving? The exact one, eight hundred number say this guy just swerved right in front of me. The same. Okay. Okay. I didn’t know that the only seek. I guess you can outsource that. Obviously through a provider. Okay. That’s. Interesting. Um, all right. So as not surprising, your pointed leadership is key in terms of policy setting and andrea lee. Not just policies, but but the tone, right? I mean, you want you need to be perceived as unethical moral leader of this organization. Yeah, absolutely. And that should sort of be embedded in everything that an organization does. Its values should come out in all of its policies and its practices. And i think maybe the second part is really important because we could all have. I’m like the seinfeld at the sub with the rental cars. Anybody can take a reservation. But it’s, whether you can keep the reservation that’s important than here, it’s the same thing. It’s, uh, you know anybody, khun develop or, you know, download some policies and say that there the policies of our organization. But if the board takes the tone at the top and really enforces it and you know, just by even giving a presentation in front of your employees and volunteers and anybody else to say without accusing them, but say, you know, integrity is, you know, our life, blood and here the things that we want to do to preserve our integrity on dh, you know, having anti broad policies and whistle blower policies and strong internal control that’s all part of it and displaying it out in front of the staff and employees, i think that’s that’s just very important preventive measure that i think is very, very effective as well. But you also have mentioned the other part of this which is enforcement, if a nem ploy e steps over the line and transgresses somewhere, do we covered up on dh and try to rationalize on their behalf? Well, you know, we don’t pay them enough for are they having family problems, you know, or do we deal with this the way the policies call for and and you know and in a strong way hyre waiting as a lawyer, i liketo after one way and that’s like let’s comply with law let’s, make sure we report it, get our money back way. Have to take reasonable steps to do that. But when i reversed the question to you, tony tone, if you were serving on the board of an organisation and you found out that your executive director has gone through some incredibly hard times and suddenly had the opportunity and under such pressure that, you know, she decided to borrow ten thousand dollars with the intent to pay it back by the end of the month. But she didn’t, and she got caught doing that. Now, is that something you want to report to the police and, you know, have it all come out in the newspapers or do you want to do something else? First of all, i want to go on record saying, i hate when you turn these questions back on me. I want that to be said explicitly, i don’t like it one bit. No, i would i would be pretty stern. Yeah, well, do i want the publicity’s you mentioned, you know, reporting it to authorities? She certainly if this is a fireable offense, whether she paid it back or not, you can’t borrow money from the organization unless the board approves some kind of alone. And then there have to be arm’s length arm’s length terms to it, a market rate of interest returned so oh are paid back, so you can’t just borrow privately and then whether you pay back or not with interest or not it’s not right if it’s not approved by the board. So to me, this is a fireable offense. Now, would i go to law enforcement? I i probably would, but i would want to know whether this needs to be something that’s going to be made public. And if they can’t a sure something private oh oh then then i wouldn’t want to pursue it with them. I would i would talk to law enforcement, but i would i would want some kind of i don’t know if you could get a guarantee maybe maybe this is maybe it’s naive to look for, but that’s what i would want because i would not want i wouldn’t want this to be public. Yeah, and that’s the tricky part, isn’t it? Because non-profits are supposed to be very transparent with what’s going on? And they in fact have to report to the irs and the form nine ninety whenever there is a significant diversion. Of charitable assets, whether recovered or not. So wait have to report they might not report the name or the position of the person that diverted the assets in the form nine, ninety that might be a bad idea, and if they don’t have absolutely, you know, substantial evidence that that this person actually committed it and just had strong suspicions about it, then they have to be careful of defamation. So, you know, you want to approach this very carefully, but way sort of concoct also the facts and circumstances of when it would be appropriate to go to the police when it might be, you know, appropriate not to when it’s right toe hyre person and i agree in most cases, i think, you know, and an executive would have lost trust here sheer he had done that, and, you know, it would definitely be interminable effects come, but you know, if it’s going to go out to the press, that could ultimately damage our mission and our ability to, you know, conduct our charitable programs and benefit are beneficiaries and do i want that to happen, you know, depending upon the offense, maybe it’s mia kulpa, i’ll you know, fall on my sword and they will do a better job next time, but maybe it’s not covering up. Maybe i just don’t want to make a big deal out of something that i think may have been small and may have been preventable, and then something that we could easily fix so tough questions, but okay, i mean, i would agree that it should be disclosed disclosed the way it’s supposed to be, and you’re saying there’s a requirement toe reporter on the nine, ninety then i would i would do so what i meant by being circumspect about talking to law enforcement, although i said i would, but, you know, doing it cautiously was i’m trying to avoid the press, but now if somebody later on reads it on our in our nine, ninety, which is a public document, then then i would say, you know, yeah, way we dealt with it, we fired the person, and we disclose that the way we’re supposed to because you just get you discovered the disclosure you read our nine, ninety, we just chose not to go to the press, but that’s, you know, a way we don’t have. An obligation to do that isn’t isn’t that sufficient transparency? I’m turning back. Yeah, i’m asking you. I think so. You know, a cz longest year transparent where you have to be. So the nine, ninety is where you’re required to go, whether you’re required to go to the police and report a crime committed against the organization that you know, that that’s actually amore involved issue. And you may not always have to go to the police, you know, especially under the circumstances that gave me that may not be something that you go to the police for, especially if you get the money back. But it may absolutely be interminable offense that you want to terminate your executive and feel like you’ve lost all trust of that person. Oh, yeah, but anything that goes to the police has the potential for going out to the press and it’s, not the organization. That would probably bring it out to the press. But somebody else that gets wind of that story in the public record. That might be part of the police from your okay. Okay, i understand that you have some ideas about some some red flags that would suggest that there’s a hyre potential for fraud in an organization let’s talk about some of those. What were some of those? Well, i guess the three what what are identified? The three conditions that exists for when fraud takes place and charitable assets are lost is when somebody has the opportunity to divert those assets, somebody may be experiencing some outside pressures from economic situation. In our example, and somebody khun rationalize it, for example, maybe they sabelo i’ve been underpaid for five years of working here on whether it’s, you know it’s justifiable is not is not the matter, but they’re sort of self rationalized it in their own heads and windows. Things exist that’s when fraud occurs and the red flags air, having things like very poor internal controls, an environment where everybody is so trusting of one another that there are no double checks. You know, andi, um, there’s excessive control by an executive director who has the right to make dispersement without anybody looking over, you know, for his shoulder when you do have underpaid staff. If if your staff has been underpaid for a number of years and you’ve got disgruntled staff members that might be a bad sign if there’s a lack of attention paid by the board and the lack of financial management experience. Buy-in leadership. Maybe. Program directors have always been sort of raised up to lead the organization’s, because they have the highest profile and the most respect. So the programmatically. But maybe they’re not the best financial managers, and they don’t know how to spot thes problem areas, or developed the right procedures and policies to protect the organization. That’s where things go wrong, okay, we’re going, tow. We’re gonna go out for a break for a couple minutes, and when we come back, jean and i are going to keep talking about fraud and some ways you can prevent it. Aside from policies like training, for instance, so stay with us. You’re listening to the talking alternative network. What? Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. Time. Montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. Welcome back to big non-profit ideas for the other ninety five percent to get some more live listener love huntington station, new york joined us welcome and pompel oak in the philippines. Welcome, philippines. If you’re going to, you’re going to listen regularly put, let me know howto say hello to you in your native language. I like to do that. So if you’re going to come back, which i hope you will put on the facebook page or or twitter, let me know how to say hello to you. Okay, jean, let us continue with our ah what do we what’s? The euphemism for this diversion of charitable assets? Discussion? Yeah, um some training. How about you mentioned it casually? Let’s, let’s spend a little time on some prevention through training. Terrific. Well, i think again, just identifying the problems for employees is a big part of this. The solutions that you can have towards fraud prevention, letting them know that you know that there are risks of fraud and that you’re taking steps to to address him is a good thing. So just having the training in and of itself is great, but what you should do in the training is another kind of area where you could really help yourself if you’re an organization and i think part of it is tio have the staff included in identifying what the potential risks are to the organization, on the ground on the ground. They may be the ones who best know the areas where the problems are or where possible. Fraud can take place where employees or an executive khun misuse the organization’s assets, not just their funds, but perhaps there taking equipment or inventory home on dh things of that nature, training them on internal controls, the implement policies. We talked about enforcing policies but training the fact how tio implement the policies is also just critically important. So and doing that in the training as well and doing it at all levels trained the board, train the staff and make sure your executive particularly is trained on how to spot brought on how to try to prevent it. Let’s talk about something that’s very common, like it’s. Kenny petty cash metoo reimbursements. Where do you think the you know the balance is between burdening somebody with substantiation versus trying. Teo, make make sure we have the right, internal control around our our cash is i don’t know it is one hundred fifty dollars, beyond that is it has to be done by check or something. I mean, you know, give me help me out with the petty cash reimbursement problem. I think the big problem with petty cash is allowing petty cash to go out without getting receipts coming back in, and then we’re talking about a five dollars, starbucks copies and, you know, we’re not so worried about if it’s a one time deal. But if people are starting to take from petty cash to buy office equipment like a printer, the fax machine broke down. We have three hundred bucks for a fax machine, and you’ve got that petty cash lying around and proper receipts are not brought back in. Um, that’s that’s a big problem in a very, very easy way to commit fraud. Another easy way to commit fraud is to make up expenses so somebody could say our fax machine broke down in tears. You know, jnj repair services, here’s the receipt for, you know, one hundred twenty bucks, and you just keep seeing that same vendor come up over and over again. The fax machine seems to break down. Yeah, right. Yeah. Or now. J and j does plumbing now all of a sudden, because the because the urinal, the urinal, the middle urinal is not working in jay and jay. They fixed it for us. Make sure that works. Well, they’re very talented. Well, i’m not saying that you well, you still have one on either side. I said was the middle one. So you still have the one left on the right. But jay and jay is, you know, a multi disciplinary. Ah, provider. Yeah. And actually, acronyms are very, very easy way for organizations to commit, or people to commit fraud within organizations. And, for example, if the organisation’s name has an acronym, that anybody could make up a side business or company and use the same acronym, the donors that are donating checks, teo jnj charity may suddenly find their checks being diverted and, you know, put into j and plumbing account. Have you would not know any different. Have you seen this with with clients? Have you had to deal with fraud and any of your client organizations? Yeah, usually after the fact tony’s after the frog has taken place, and the organization’s air tryingto get back to speed and know what to do next. That’s, that’s, often times where we will come in. So are you called that the crisis stage, like where it’s just been discovered, usually right after that. So there may. There may be somebody else who deals with the first level crisis, and then we’re come. We come in after, okay, any any story you can share anonymously. I always get feedback from listeners that they love stories. Any anything you khun say, that they’re being there, be a lesson learned. Um, good question, you know, there there are times when we come in after an embezzlement ah heard and and, you know, the board may have not always been paying the most attention, teo what’s been happening, so i think that learning lesson in all of this, andre, actually, from you’re learning lessons that may come up with that the board that was asleep at the time on allowed their organizations to be victimized by by fraud have got to really stand up and do something to fix that and that’s just to show to the public that they are, you know, an organization that is trying to put the best use of their their money, and they don’t let these things just look away very easily. So putting in the right system’s putting in the right people very, very important, and we’ve written some opinion pieces for the chronicle of philanthropy on the i don’t know if you remember the three cups of tea case tony yeah, vaguely. Yeah, we just have about two minutes left, jean, but yeah, go ahead, summarize it. So so basically thie executive and the founder of an organization had been using organizational assets. To promote his own book and book tour, getting very, very substantial monies for that an organizational assets were used for those purposes. Eventually he came into some sort of settlement with the attorney general of the state to rectify it. But the board it ended up looking very poorly on and had to go through a bunch of steps to re mediate that they had let it gone too far and for boards to say, hey, let’s, now talk about these things. They’re all sorts of articles, the press loves to jump on them and fraud, and, you know, if we look at fried and overall businesses, we’re talking about average organizations losing five to six percent of their total revenues to fraud, and if we took that and looked at total non-profit revenues and said the same ratio applies, we’re talking over ninety billion dollars a year, so fraud is a big deal. I don’t want to overstate the case, but fraud prevention is a big part of the board’s responsibility we talked about tone, the tone of top and just making sure that they’re exercising their fiduciary duties right at the start. It is really important, we have to leave it there. That’s a perfect place to leave it. Thank you very much. Jean takagi. He is managing editor of neo non-profit and exempt organizations law group in san francisco. You’ll find his popular blogger at non-profit law block dot com and on twitter he’s gi tak gene, thank you very, very much. Thanks. Have a great day. Thanks. You too. Next week on archive show because i’ll be at end now. Ntcdinosaur the non-profit technology conference getting amazing interviews with lots of smart people just like we did it become at and t cme already fully booked with conversations about data, the cloud your boards like c r m i don’t like econ isms. Yeah, i don’t like akron isms first because they don’t exist. They also don’t like acronyms. So of course we’re talking about constituent relationship management on social media to, of course, that at ntc, i’m gonna leave that conference with, like, twenty interviews to play very soon. And that is next week. Wednesday get there. And then thursday and friday doing the interviews rally bound and t brc keep them in your thoughts and prayers. They support non-profit radio. Please thank them. And check them out. Rally bound, dot com or triple eight seven six seven nine o seven. Six t brc dot com, or to one two, six double four, nine. Triple xero. 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Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Hyre

Nonprofit Radio for February 28, 2014: Increase And Engage Web Traffic & Moving To The Cloud

Big Nonprofit Ideas for the Other 95%

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Sophia Latto & Mike Snusz: Increase And Engage Web Traffic

Sophia Latto & Mike Snusz
Sophia Latto & Mike Snusz

From bbcon 2013, Sophia Latto, principal consultant at Blackbaud, and Mike Snusz, senior internet marketing consultant at Blackbaud, uncover strategies to use metrics—beyond Google Analytics—to help you increase web traffic and engage visitors.

 

 

 

Scott Koegler: Moving To The Cloud

scottkoegler2009-150Scott Koegler returns to talk you through moving your critical functions—think donor management and payroll—to cloud computing. Scott is our technology contributor and editor of Nonprofit Technology News.

 

 


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Hello and welcome to tony martignetti non-profit radio you know what you’ll find here? Big non-profit ideas for the other ninety five percent? Of course i’m your aptly named host. Oh, i am glad that you’re with me. I’d suffer the unsightly nous of eruptive xanthou mma if it came to my attention that you missed today’s show increase and engage web traffic from b become twenty thirteen sofia latto, principal consultant, that blackbaud and mike’s news senior internet marketing consultant that blackbaud uncover strategies to use metrics beyond google analytics to help you increase web traffic and engage visitors and moving to the cloud. Scott kegel returns to talk you through moving your critical functions think dahna management and payroll, for instance, to cloud computing. Scott is our technology contributor and editor of non-profit technology news, so i covered that up on today’s. Tony’s take two between the guests non-profit radio news. We’re sponsored by rally bound peer-to-peer fund-raising and by t b r c saving you money on credit card processing fees. Let’s go right now to the interview from bb khan twenty thirteen about increasing and engaging web traffic. Welcome to tony martignetti non-profit radio coverage of bb khan twenty thirteen we’re at the gaylord convention center outside washington, d c and maryland with me are sofia latto and mike’s news. Sofia is a principal consultant for blackbaud on mike is senior internet marketing consultant also a blackbaud sofia, mike, welcome. Thank you. Thanks, tony it’s a pleasure to have you both you’re workshop of topic is tactics twenty tactics pardon me, teo. Increase in engage web traffic. I don’t want to don’t want to undermine already. You have twenty ideas. I’m i’m guessing that this starts with analytics. Mike, you wantto where do we begin? Yeah, yeah. So we had four different kind of topics or or categories for the different sessions, but a lot of it was based on ah, analytics and how non-profits are kind of under utilizing some ways to increase traffic things like search engine traffic and what tools are out there. What house search has changed in the past couple of years and even in the last week and and basically how they can take advantage of these to do some of the things that the corporate marketing world relies on heavily to increase it engaged traffic so we shouldn’t be fearing what we can learn from the for-profit sector? No, no, not at all, and i know it’s a little scary sometimes for non-profits they have limited staff, they have people who have different backgrounds that may not be an area they have expertise in, but there’s a lot that they can actually do to kind of stand out from other non-profits, for example, search engine results have changed quite a bit in the last year or two there’s a lot more local results coming up. When you search for, say, high schools, you’ll see high school’s around where you’re searching so google’s pretty smart google knows that you’re probably looking for something around your area, and so this is an opportunity for non-profits to have a better chance to drive traffic for mohr kind of general words like volunteers and events and things that previously they may not have come up that high, but now if they if they localised search engine optimization, they could drive more traffic that they weren’t getting before. Okay, so you want to say more about this localization of of search results? Well, in terms of localization way actually have ways that people actually use terms in a regional area. So one of the things that we recommended, one of the tools that we talked about was using google trends. And so if you are let’s, say, an organization that’s based in a ocular state and you’re looking for the best phrase phrasing for call the action or maybe a very prominent link on your website, you can actually use google trends to find out if the kind of words that you might be considering are going to be high search words of those popular searches. And you can actually dig down a little bit deeper and get into certain metropolitan area. So places like around florida or metropolitan new york or even in l a and you confined that you’ll you’ll notice regionally, people use different language teo to search information than they do across the u s o in terms of localization, you can actually drill down a little bit closer and get words and phrases for your links and your calls to action that’s going to resonate with your area with your reason region excellent how do we start? With google trends, where do we find that you find it in google analytics and you can go in and what’s nice about google trends is it allows you, teo compare terms with each other to see, so for example, you could take the words like donate, make a gift and give now and run those through google trends, and you confined what people, what words people normally used for searching and if you do that today, you’ll find that the word donate is actually a more popular trending term that people are using in searches. So maybe if you’re if you’re an organization that relies on donations from people let’s, say, you know, hurricane sandy, you’re actually going to help those people and you know that people are searching. Teo give teo a natural disaster. The likelihood of people finding you easier is if you use terms that people search with more often on your calls to acting so donate hurricane sandy relief would actually be a better a better bet for you in terms of driving traffic than saying, you know, give to relieve victims so that it’s just one of the tools that you can use, ok? Outstanding let’s, stay with us. How do you activate google trends in google analytics? It’s actually, nothing that you activate its a simple tool and a lot of search engine optimization professionals might use it for research and so it’s just very simple. You you khun, you know google google trends and get on to that tool and you can pop in terms that you want to compare and then, you know, clicked quick go and it’ll actually show you a nice graph, and then you can start to drill down in certain areas in region. So if you’re an international organization, you can look globally at what trends are, what words are trending, or you can actually dig down a little bit more locally and go to more metropolitan areas. So it’s it’s a handy tool it’s very easy to use like you mentioned search results changing even just within the past week. Yeah, we’re recording on monday, september thirtieth, twenty thirteen what’s happened in the past week. No eso google had a big announcement last week that kind of upset or i guess, i guess less a lot of search engine professionals little bit dismayed that usually in google analytics you can see the phrases people search by to find your organization and a lot of non-profits used this to see, okay, they’re searching for mission names or the name of our organization, and this is data that you can see about who comes to your website. Google announced it to be a little bit more private and to make sure that they’re there respecting people’s privacy is this is not going to be available to non-profits or anybody moving forward that this information about what terms people search by to find your website are no longer going to be available in google analytics, but they will with the word is initial word that they’re still gonna have this and something called google web master tools that a lot of non-profits don’t use and there’s a lot of great information in there. It actually shows a lot of information about people who see you in search results, but they don’t necessarily click through to your website. So now i think the challenge for non-profits is to utilize this a little bit more. It was kind of under the radar tool that organizations weren’t used a web master tools. Let master tools yeah, and this is where it this is where the word is that you’re still gonna be able to see this information. You could go back three months now, and i think they’re going to change it to a year. You can go back and see that data shows a lot of valuable information, so i think that’s going to be one shift for for online marketers and non-profits okay, let’s, help them, then our audience is small and midsize non-profits about nine thousand of them. How do they? Well, first do they need to be a web master with that level of skill to use google web master tools? Yeah, not really, so they can use the same log in that they use for google analytics, right? And it’s just it’s activating google web master tools, there’s a little piece of code you can add onto your website and it starts tracking the information so it’s not a very complex process that they would have to do. Okay, is it more than we can talk through? I mean, where would you find this code if you don’t? You don’t know where the code is, so so. Go to google what master tools just just google it it’ll come up as the first result. Log in with your google log in that you use for analytics for your organization and it’s going to give you very clear instructions a couple of things you can do it different ways you could take a little snippet of code and then you add it to your website. Google makes it pretty easy to do if they can’t find, you know how to do it, then you know somebody, somebody, maybe within the team can do it, do it very easily. So don’t be put off by the name web master tools right now, i have that you don’t need to have that level of skill toe, right? Take advantage of you. Go ahead. So i mean with google there’s there’s such a vast array of things that you can look at and you, khun d’oh, and they cover all skillsets so if you’re not, you know, web master, there are things that you can get from those tools and still use that data, you don’t have to be a genius, but in some cases, you know, some web masters are going to be using those tools for some very high, high level code analysis, so it runs the gamut. Ok, don’t be scared. Yeah, there are things in there for you that you can use. Yes, absolutely. They didn’t think that shooting, good ending. You’re listening to the talking, alternate network, you waiting to get in. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our culture and consultant services are guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation checkout on the website of ww dot covenant seven dot com are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping hunters. People be better business people. You’re listening to the talking alternative network. All right, now i know in your in your seminar you went beyond google analytics. Sofia, where did you start? Well, one of the things that we were talking about is, you know, google’s great, because it’s giving you data, it’s giving you numbers and so numbers tell you a story, but they don’t tell you the full story. So, you know, let’s talk about driving traffic to your website and so, you know, getting traffic to your website that’s, something that google is really helpful doing, you know, search engine optimization, you get traffic there, but once you get traffic there, the whole issue is, are you going to engage those people? So, you know, you literally have seconds for somebody to make a decision about your organization. Do they want to engage with you? Do they find you credible? I mean, we’ve all done those searches where you know, you’re clicking on something after a google search, and you get to this hideously design website, it looks like a ransom note and you immediately say that’s, not a credible organization, i don’t want to engage with them and you and you move away, make that decision and within. Like within seconds, we’re five seconds, absolutely. And so, you know, the whole idea is you can actually do some tests to find out if your home page of your landing page is resonating with your audience and, you know, design is what’s going. Teo, draw somebody into your side and it’s goingto make somebody want to click on your site so there are usability test that you can conduct, and one of those is a five second test and that’s a great test that we do a lot with their clients at blackbaud and we do what we do is like, if we’re embarking on a web design, we usually run a primary conversion path. So, for example, a donation will run their original website through a usability test, and we can identify some problems in that conversion path and what’s nice about usability testing as well. Google gives you numbers, you can actually drill down and look in a usability test result and see where people are clicking from step to step within a conversion path, and that can help you identify some issues. Okay, so when we finish a design, we’ll run the same thing through usability. Test the new design and we can actually measure to see if we’ve actually made improvements. Okay, mike, could we get some detail on how we conductor usability? What? Sophia just called a five second usability test. Yeah, way we start that. Yeah, well, i think the tools that the team uses a lot free tools out there or some that are small feet per month usability hub i know is one that you recommend sophia usability hope dot com o k it’s a great tool for another one, i think there’s also, i don’t know off the top of my head, but there’s there’s other ones out there and there’s also ones where you can actually measure convergence on mobile on mobile applications. Well, ok, now would we just google usability test? Is that going to find us the platform? Absolutely. So, mike, summer free and summer lo fi based. Yeah, i think a small monthly fee, but but definitely when you’re thinking about people coming to your side, i think i think that is well worth that. There’s also some other tools. Well, we can talk about when it comes to email testing and getting more from your email that are definitely worth it as well. Yeah, let’s talk about fine let’s talk about email testing to go ahead. Yeah, so so well, i think that’s really one of the underutilized areas that non-profits look to do with their emails so, so much they want to get emails out and they get him out the door. But one of the things that could really improve the result of your email campaigns are testing things like subject lines or you’re called action links. We did a campaign with a back to school campaign last year with an organization, and they went through six different subject lines bef for they found one that really resonated with their recipients at twice the conversion rate, and they were able to use that for the rest of their campaign, and they raised two to three times more money. So it’s he’s really simple things that if non-profits could focus on them and being efficient that they can really help to improve their their email programs. Sophie, i know you. You have some examples of working within different types of testings to get mobile results to get to get other kind of information without on tools that you could use for your emails as well. Ok, so let’s, stick with the mail. Well, how do we start doing this email testing? What are there again? Platforms? Tools or what? Well, a lot it’s a lot of times, they’re they’re right. Within the system where you can, you can utilize within the system, you know you may split up your list into small little chunks or segments and do a test of a subject liner. You may do a test of a lincoln and flexible age simulating, yeah, do it to ten to twenty percent give it a day or two, see which one does better, and then send the winning message to everybody else, and especially with end of your campaigns coming up fund-raising critical time for non-profits to make sure they get the most of their under your campaigns, and there may be a better version of an email that’s out there that’s going to get you more donations hyre conversion rate, a lot of that’s free, a lot of that’s, right within simple email tools that we offer that’s offered out there on and then there’s some ad on things that if you want to dig a little bit deeper and find out who’s opening up a mobile device who is how long they’re seeing your email really, really interesting things are people taking a couple seconds? Are they taking ten or twenty seconds that you can start to find out which of your your messaging and you’re content actually resonated and people people were engaged enough to read it. Okay, we’re gonna get to the mobile twice now in sofia’s nodding every time we’re gonna get to the mobile let’s stick with you, mike. What? What are some of the variables that we should be testing mentioned? Subject line. Yeah, yeah. What else should we be? A be testing. So marketing sherpa does a huge four hundred page study every everything second again marketing sherpa sherpa, they put out a study. And what they found in the last couple years is the effect of elements to test were targeted, targeted audiences and tailoring content to them. Which organizations really should be doing anyways, if i’m interested in a certain aspect of your organization? If you deliver information about that, say it’s a certain type of cancer lung cancer, breast cancer i may respond more to an email about that or an ask about that tailoring, you know, content by audiences, by interest, but if you’ve never done testing before, subject lines are a great place to start way see results and different types, you know, whether they’re intriguing, whether they’re shorter, whether they’re fun or direct testing, what what’s going to resonate their studies out there, but until non-profits tested with their constituents, they don’t actually know what resonates with their comm in situ in bass called the action links or another great variable to test and, you know, when eating meaning the words that are that are that are linked, yeah, yeah, yeah, like donate now we were, you know, that donates going t vs chip in and move on dot org’s uses chipping a lot. Yeah, so that is that what you mean? The wording of the of the clickable links? Yeah, yeah, and sometimes they just say, click here sometimes it’s just register and when you’re scanning e mails using these tools and you see some people just look at it for a second or two, they’re probably going to look at your leg because that stands out. A little bit more and if they just seek, click here. If they say register it’s not really going to tell them what? Why they should do it when they should do it by so testing out, maybe longer legs testing out when you have images, donate buttons, different placement, different colors. You know, the ultimate goal of a lot of e mails is to get people to the next step to your web page. The more you get there, the greater chance you have of raising money, getting people to register. So if you could increase that, click through rate. It’s it’s a great variable to test as you get into your different emails and campaigns. Okay, excellent. Sofia, we contest mobile. I’ve heard i’ve heard rumors to this effect in the past couple minutes, way contest people’s reactions on mobile to our site. Well, it’s not necessarily the reactions on mobile, but one of the important things i mean obviously email is i call it the lava lamp. Its ever changing and you can never figure it out. It’s always a challenge for everyone. There’s. So many e mail readers out there there’s so many different devices, so many different sizes, and so you have a choice of either sending a scalable e mail or response of email, and they’re both very challenging. And so how do you make sure that you’re delivering a good experience a scalable e mail versus a responsive yes on tony martignetti non-profit radio. We have drug in jail that neither of those words or phrases are particularly difficult, but you’re gonna have to define them once the words get put together. All right, so a scalable e mail, it can also be referred to as a mobile, friendly email and that’s, an email that is usually designed a little bit more basic. So it’s usually one column, the fonts are a little bit larger. You usually have very simple copy the links, their very large because the scalable email and also it’s, usually a little bit narrower and it’s designed so that when it gets delivered into a desktop or a tablet or a mobile, it actually scales to the size to fit in the wit. And so you want larger font so that when it scale small for a mobile device, you can read it and you want links that air. That air open that have space around them. So when you put your thumb on that link, you can actually click it when it’s really small, responsive email actually realize on media queries and so a lot of devices that are out there have media queries. And so what it does is it’s actually based on a grid, and it actually performs calculations, and it delivers a different experience and different devices. So your desktop is one experience and it looks great. And then if you deliver let’s, say, on an iphone it’s going to change the configuration based on some calculations and it may stack all your information so you have one nice long, thin email that’s, easy to read and the pot charge sizes change, but it only works for media for devices that have media query. So the good news is it’s going to look great on all of those devices? And the bad news is that all devices have media queer so it’s hard for me to believe that this is all going on, but it’s all going on behind on email message yeah, and it’s a chance. So so when we’re selecting une male provider whether that’s, i guess, a sophisticated pay service there are, or something like e mail, mail champ or or constant contact, we need to know whether it’s sending responsive versus scalable e mail well that’s in the code of the email so it’s not whether they consent it any any email service provider provider consent either one of those e mails, but it’s, how the emails coded so it’s the back in code, the html, and so and so one of the tools that you can use there’s a couple of tools out there, there’s email on acid, which is actually built into eliminate online tool, and you can use another tool called litmus. These work with any email service providers and it’s usually again a small and on fi, and when it does, does it actually take a little bit of code and you run your email through these through this test and it actually will show you what your email looks like and all the e mail readers and all the devices so you can actually start to see how your email is being rendered in all these things. So not everybody. Not every non-profit has a budget. Tohave ah, big testing lab, where they have twenty devices, they can check everything so what’s a little bit better is to use one of these great tools and actually see how your emails being rendered. And then you can make some changes based on, you know, whether or not you feel like you need a scalable e mail. If you’re content, dick state dick takes for scalable or response. If you have a lot of content, you know, maybe you might be working with the response of email. Now the tools you mentioned that that’s working with blackbaud products working illuminate luminant online has email on acid built in to its email tool. Okay, but email on acid is a great tool that’s out there, that’s available to anybody if you’re using male chimp vertical response in the same thing with litmus, let ms dot com that’s another tool that’s great to use, and that will help you actually take a look at how your emails being rendered in. Another thing about these tools is that especially litmus, they actually have a subject line. They show you what your subject line looks like an email inboxes and it actually helps you look at your pre header techs to see how that works with your subject. What is your pre header text? Well, if you have a mobile device and you take a look at your inbox, you see that there’s a subject line and then there’s about eighty to one hundred falik isn’t usually if you can’t read this message, but that seems like a waste. It is the way it’s doing it wrong. Okay. All right. So this is this is usable landscape, arable land on an e mail that is being wasted. These the way i usually see them is if you can’t view this properly, etcetera. Right. What first, mike, how do we how do we get into this pretender? Text? Where is it? S so it’s it’s usually the opening tex of your email. It can also be coded into an email if you want something different than what? What is the first line? Or the first couple of lines? But what’s interesting is a lot of emails. Usually at the top of the newsletter is something else. Save you this in a browser view this in some other technical language. You know courtney, your show you can throw people in jail for using these people don’t always understand this and having that, when they see that with the subject line there’s a disconnect, they see a subject line on one subject. They see the technical jargon the really good non-profits it are taking advantage of this and doing it the right way, they use their subject line together with the pre header to really engage people. So the subject line may start to engage you with one element of the campaign or what what’s contained in the email and then the pre header gives you more information. I think one example comes to mind best friends, animal society did a really good campaign last year with the subject line talked about e-giving toe animals and then the pre header actually went a little bit further and engaged you enough. So you wanted to open up the email because in your inbox, it’s, very easy for people just to delete your email out out of the inbox on mobile devices, everything else, and so the real challenge is getting them to the next step, and the pre header could really help to engage if it’s. Taken advantage of it. Compliments the subject line. Okay. Excellent. I just assumed that that was uncontrollable. I don’t know so many. So many of them are abysmal. As you said, mike. Okay, uh, we have, like, another three minutes or so left. What else? Sofia let’s. Go back to you think you’re looking at mike. I’m gonna go. I’m gonna shake you up, but i think what’s, uh, what happened? I ask you about what more can we share about this? Well, i can i can actually share one simple thing that i actually mentioned a mike and mike said, wow, i never really thought about that. And so one of the things that i shared with the group this morning, as i said, think mobile first when you’re making social media posts and the reason is that most people are looking at social media on their mobile device. And so i start to think about putting your information at the top of your social media post to make sure that they see the important information. And then the most crucial part of this is any page that you’re linking through social media, it better be responsive and it better be mobile friendly because if you’re driving people to your site and they’re going to your site on a mobile device, you have to make sure that that experience is good for them when they’re coming to your site and they’re getting a desktop site on their mobile device, they’re going to leave. So always think mobile first, when you’re posting for social media, all right? And then how do we go ahead and optimize those pages that we are sending two for mobile? How do you do that? You cannot create a mobile page or a mobile, a micro mobile site that you can use for for special landing pages and actions that you want teo draw people into, or you can create a response of website so that your website actually looks great on all the devices. Okay, can it also be a simple if you have a wordpress site is just turning on the mobile theme? Is that going to do what you’re talking about? I believe so, but i don’t know this for sure, but yes, i think so. Okay. Okay. We got another minute behalf. Mike, what do you want? What you want to? Wrap up with yeah, so i would say a thing to focus on better email sign up process, so email generate online donations greatest source of online donation generator, but non-profits don’t always put a great emphasis on female sign up on their home page on their internal pages. It’s sometimes buried have abetter process where it’s prominent on your home page, he tried to convert people on internal pages when they go to the form, have it engaging, tell them what they’re going to get, overcome their objections of too much email. Repeat that in the confirmation e mail. If non-profits khun grow their email list, they’re going to have a greater chance of raising more money online from email. See, the thing is that i would say if they haven’t checked out youtube’s non-profit program, they should sign up for that because all of these videos that are out there that are compelling that caused people to donate. If you sign up for youtube’s non-profit program, you could put a link at the end of the video or in it, where people can click on it and go to donate right from there rather than seeing videos of kittens or dogs or anything else on youtube that may distract them after they watch it? There’s a call to action that takes them right to your donation form could really look to boost could versions that way by by signing up for that program and utilizing those links. Where do you find that youtube program for-profit good. Sign up. Youtube dot com slash non-profits. Okay. Yeah. Excellent. He’s a terrific ideas. You guys are chock full of ideas. Twenty of them one way only. Really scratched a couple. Really outstanding. Sofia latto is principal consultant with with blackbaud and i shortens our title. But we were doing a be testing. I shortened it in the beginning. Why don’t you give me the full title of the section that you’re with a principal consultant within? I work with the user experience. A design group in blackbaud interactive. Thank you. Andi mike’s news, sr internet. Sorry. Senior internet marketing consultant erect. Thank you very much. Thank you so much. Enjoyed it. Tony martignetti non-profit radio coverage of bb khan. Twenty thirteen. Thanks so much for listening. And my thanks to everybody at b become for helping me get all these terrific. Interviews tons of live listener love, it’s, amazing haskell, oklahoma. Beaumont, california. Fort lauderdale, florida. New bern, north carolina. Charleston, south carolina we got another south carolina. Do you know each other? Goose creek, south carolina also worcester, mass atlanta georgia live listener loved to each of you let’s go abroad. Only one listener in china today. Ni hao to jeonju how? Where are all your friends? There’s? Usually multiple chinese listeners? Moscow we’ve got one listener in moscow. Wonderful. Welcome. I don’t think i’ve seen you before. Welcome moscow live listener love to you konnichi wa too. Matsuyama, iga tokyo and tokushima, japan. Konnichiwa live listener loved to everyone there’s, more there’s even more live listeners. I can’t do them all right this moment, of course. Podcast pleasantries. If you’re listening in the time shift, wherever the heck you are listening. I love you too. Podcast pleasantries to everyone listening at their leisure. Our sponsors. They helped me bring you this show this non-profit radio you’re listening to right this moment. Rally bound is one of them. They make simple, reliable peer-to-peer fund-raising campaigns. Pick up the phone and talk to joe mcgee. It’s that simple. I personally i like talking to people rather than doing business over the web, if i have a choice and a lot of times you don’t have a choice, but with rally bound actually, you do. I mean, of course, you could go to their website rally bound dot com naturally, but you could talk to joe magee and get advice in a conversation about what rally ban does for you and how you can set up a campaign. Talk to him. Triple eight, seven, six, seven, nine o seven six or rally bound dot com of course they have fake use that rally bound naturally, but why deal with f excuse when you could talk to somebody? I wouldn’t? If you had that choice, would you rather talk to someone? Talk to joe? We’re also sponsored by t b r c cost recovery. They save you money on credit card fees when donors make a credit card gift, you don’t change companies t brc talks to your existing credit card processor to get them to lower the fee that you pay on each transaction. If they don’t lower your rate, you don’t pay them. This’s yourself, rabinowitz he is the genius behind. T brc i’ve known this guy very close to ten years in about another month, aiken say ten years, but i’m such a literalist i’m still saying very close to ten years. I’m pretty sure it’s next march that we first met i mean, in march, um, i’ve referred him many times over the ten years i’ve known him nearly ten years that i’ve known him. Talk to yourself for benefits, you know, i don’t know what to say. You could go to his website. Sure t brc dot com, but would you rather talk to someone and do business with them in a conversation two one two, six toe before nine triple xero yourself rabinowitz non-profit radio news welcome. If you are new to the show from last week, which was the big show, we have their face off between atlas of giving and giving us a i got lots of very good feedback from that, but if you are new to the show from last week, welcome, i’m very glad that you are with us. I am grateful, in fact, to each of our over nine thousand listeners, and i’m getting very personal here, i’m thanking you, i’m in your ear right now, radio even internet radio very personal medium and i’m getting personal. I’m thanking you. I appreciate you for listening for spending time with me. Thank you there’s. More non-profit radio news on my block at tony martignetti dot com and that is tony’s take two for friday, twenty eighth of february ninth show of this year scott koegler you know him he’s, the editor of non-profit technology news, which you will find at n p tech news dot com and you’ll find him on twitter at scott koegler. Scott, welcome back. Hi, tony. Good to be here again. It’s. A pleasure. We’re talking about the cloud. You and i first talked about the cloud and software as a service or sas in a segment that i called sassi because that’s, my clever creative wit sassy on that was april fifteenth of two thousand eleven. So even, you know, back almost almost three years ago, you and i were talking about cloudgood puting and software was a service. What has happened in three years? Why are we talking about this again? Well, you know, interestingly, what happened is that people talk about it less. Um and i think that’s a good thing, because when we first talked about it, it was kind of the new oh, wow. This is cool. You know what we’re gonna do with that kind of a thing? Yeah, and anymore, it’s. Just the way things work. And it makes all kinds of sense. Um, just because, well, i’m sure that you have had your you go rounds with stalling software and maintaining updates and, you know, purchasing disks and installing them on computers and having this match is between this computer and all that kind of stuff, right? Yes. I have experienced that from time to time. Yes. And i think it’s common, i mean, it’s one of those things that has been the bane of computer administrators forever until crowds came along. Our sas. Same same thing. Well, it’s moving the program’s off into a vote computer and connecting to them buy-in in that connection so that it doesn’t matter what you have on your desktop or in your hand, right? Right. And, you know, the experience is pretty much the same way you’re looking at a screen. You get a keyboard and allison, you click and type and move. Things around and for most of us, it’s way really can’t tell the difference anymore between something that was installed locally and is running on a crowd service. Um, that’s a good thing. Okay, so we are over the security issues that you and i know talked about close to three years ago. Is that? Is that off the table now? Um, security issues in the cloud are off the table. A cz much of security issues in the office. So yeah, in a way, it’s less of an issue because there’s always a security issue. You know, you can’t get away from the half target about that. Well, yes. Oh, right. So, you know, it’s reality that has to be dealt with, but the clients turned out that called computing is no more or less secure than then locally hosted. Okay, are you aware of any, um, a large? Not well, any any non-profit security breaches that have that have resulted from from cloud computing? Is there anything that i’ve maybe missed through the years? Have you ever heard of anything? I have not heard of them. And hopefully that’s because they haven’t happened. You know the thing with target was just so big that number one legally they can’t avoid announcing it. Secondly, there were so many people affected by it that it was impossible to avoid the kind of publicity. Um, you know, we have way had a similar thing here in south carolina. I think it was a year ago. Now where the in the states i think it was the tax records got hacked, so i know if he called state of non-profit i guess that qualifies okay, okay, but i haven’t heard of any any particular non-profit entities, nor non-profit service is that tak tonight, i think you probably have the same level of legal obligation to announce those kind of things, maybe more so of them. Maldon public companies. Okay, certainly to their constituents anyway, so that that could be why we hadn’t heard. Also, i think about throwing at the listeners if you have been aware of or been a victim yourself or somehow have heard of ah, non-profit that that had a data breach. Let me know that may that may merit a show. Maybe there are lessons there that that can be learned. Or if if the institution would rather not do a show then of course, we don’t have to, but but i’d be interested if if you’ve heard of anything and just so that we know that everybody is thinking our eyes on the same plane. What scott’s referring to with respect to target the the retailer was millions of credit card users. Information was stolen right around christmas time just last year. Yeah, talk about bad timing. Yeah, well, yes, for for all of us who aren’t the hackers, it was brilliant for them. Maybe i shouldn’t call them. They’re all thieves, but but they’re they’re they’re the rare thief. I think most thieves not too brilliant. All right. But anyway, we’re going to be on the social social commentary tangent. Sorry, or i am. I don’t know where i’m going so open. So i’ll stop going there because it’s ridiculous. Okay, what should if we know that we are now pretty secure in the cloud. No worse off than the desktop on. And we have great compatibility problems that don’t exist anymore. What? What kinds of processing and data belong in the cloud for us? Well, you know, in general, i would say everything i’ve gotten personally, to the point where i have very few applications of locally, i used the google, um, you know, google bach’s suite. So all my emails up there, like my documents are there, um and, you know, part of the initial problem or concern with that was that what if my connection goes down? You know, it happens, right mean, cable get cut on all this kind of thing, bad weather that whether can interfere, yeah, definitely, yeah, like we’ve experienced, there may be a storm that puts out an entire region so right, you know, so the question there is is the baby that’s on your local computer that is also backed up to the cloud, which one is the one that you could get to? So the good point is that if you have that kind of facility with duplication of data, duplication of programs, but then one of the other is is probably going to be available to you. Now you may have to go somewhere other than where you currently are because, you know, your your officers or your living soul did maybe under water or electricity may be out, but your data, you know, should be either maybe on a laptop that you’ve got that you can use or is a safe and available by the cloud once you get somewhere else. All right, let’s see options that really could save, you know, you save anybody. Well, let’s, use your example of google docks on google calendar, i presume you use google calendar. Also, i do. Okay, obviously, in the cloud now for local, though, are your are your google documents stored locally? Also, yes, i have what’s called google drive, which is a connector. So when i say the document, it is saved to my local and also saved to google docks on my google drive, i didn’t know that, you know, for instance, i will be traveling next week, so my google ducks that are on my desktop computer will remain mayor, but all i need to do is connect my laptop to the internet, and i’ve access to, you know, all of my email, my calendar and my documents. Okay. Ah, let’s, explore this little bit google drive so google drive is accessible locally on your on your desktop even if you don’t have an internet connection it is. And how do you how do you get to the documents that are stored locally on your on your desktop? Um, well, first i’ll say that i’m using a windows based desktop computer. I assume it works similarly for mac, but i i don’t have that experience. So there’s a little program that i installed from google called google drive, and what it does is it sets up the location on my hard drive on my computer it’s really a folder on the drive, and anything that i put into that folder is automatically synchronized with my of my cloud based google docks. Cool dr so it’s an automatic function, so i when i want to open a file, i can either go to my file folder on my desktop, go to that document, double click it and it opens up whore! I couldn’t go to my google drive, which actually looks just like a local drive, but its timeline click on the document and it opens up so there’s two ways to get to it, then, thanks. I’m not really sure which one of you’s most frequently, but i switched that enforces because you know, they’re both there and and i do. Whatever’s. Convenient at the moment. Ok, so that local and remote capability should be should be very reassuring and that’s that i presume this is something we should look for. If we’re doing any kind of cloud computing it is. And i have to say that not all fast paced programs offer a local the local options. Some of them do. Certainly, if you have a constituent management system, um, that you know where you store all of your constituents data and pretty much everything else for you. Non-profit, um, part of the appeal there is that the information, the data, the programs and the activities are available for use anywhere by anyone who you allow to have access to it. It’s all password protected, that kind of thing. Um and so the fact that it is, um i guess, for lack of other description, that it doesn’t exist anywhere in particular, it means that everyone has access to it. In that case, having it also locally would not really be a good thing because it’s not personal data, right? Share data. Right? Right. All right, we have teo to go away for a couple minutes, but we’re going to comeback scott. Now they’re going to keep talking about moving to the cloud, including, we’ll get teo. Back-up we haven’t talked about back-up we’re talking about operating, and i’ve got more live listener, love, stay with us. You’re listening to the talking alternative network. Duitz have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. I’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent. Did we just hear that? Ah, let’s, go abroad, live! Listen, love bangkok, thailand, i’ve been there. Welcome to the show. Bangkok, iran this is the second week in a row. Pretty sure iran was on last week. Welcome to you, live listener love to thailand and iran, iran. I’m sorry. We can’t see your city if we could, i would certainly shout out your city, but we know you’re with us. Um, did i shout boston, massachusetts in roswell, georgia live listener love to you if i didn’t, if i did so more love, but you can’t send enough what’s the big deal, uh, on your haserot too many listeners in seoul, south korea, and also an young south korea on your haserot. Scott koegler he’s in south carolina, and i wanted to talk. Scott, i want to ask you about privacy versus versus security. Do you do you worry that google can read everything that you put in your google docks and in your google calendar and possibly serve you up ads or use it for other purposes? I do, i worry about it now. I don’t worry about it, i take it for granted. Yeah, okay, well, it’s wise, to take it for granted, because we know they’re doing it. That’s what they’re i mean, that’s. Their business information is information and and targeting advertising, too, you know, to appropriate audience is doing, and i like it. But you know, the the truth is that most people see those ads and almost nobody clicks on them, you know, it’s it’s a sad thing, but it but it is the case there was a, uh, there was a study down on facebook ads, and i don’t sorry that i don’t recall the specifics about it, but the quick rake on them is just abysmal. So even though they’re there and kind of, um, you know, you see them, they become eyesores. Most people just disregard them completely. For instance, i’m looking at my gmail right now and in my primary list, okay? Just the inbox. There are no abs. It’s just it’s just you know what? Yeah, once i opened one of the e mails, now i begin to get ads across the right hand side. Yeah, they’re pretty innocuous. Okay? I don’t know. Yeah, the targeted ads bother me. Maybe i’m maybe i’m an aberration. Um, i feel like i’ve talked about this before when it’s come up. Other times i feel like i’ve been a little invaded when i get a ad. That’s that’s targeted that i know is because i went to the site but didn’t close a sale or something, you know? I went to a site and browse around or it’s because i read some kind of content and so, you know, you could sort of see the relationship. I know i feel like i still feel a little invaded when i when i get those i haven’t, you know, i have not overcome that yet. Well, it does give me pause because i know that i went looking for boots from my wife one time and everywhere, every page on every website that i went to where these women’s boots coming up. So you gotta wonder, okay, what does that say about me? And god forbid, i go anyplace that i really don’t want to know about anymore. Yeah, right. Well, what also says about you is that you’re a cross dresser. Well, exactly. Well, not exactly, but it’s it’s out now, but don’t nobody listens to the show, so i don’t want nobody knows nobody hears this show. Don’t worry about that. Let’s talk a little bit too. Moved to the subject of of back-up in the cloud. Very well advised, right? Yeah. Back-up is back-up there’s? Definitely something that you want to do. I mean in general, but in the crowded is even better. The issue with that is that if you are backing up local data, there are restrictions about the practical restrictions, not necessarily legal or technical, but just practical restrictions on how much you can actually back-up based on internet bandwidth. Good on we all look at the the download statistics for no the speeds. You know, when you get an internet connection to your cable company, they brag that you get twenty megabits of download. What they don’t talk about is the upload. And if you’re backing up it’s the upload that little matters that’s, the that’s, the speed at which data moves from your computer to their cloud server. Cool. Okay, so typically a twenty megabit god download speed, which is pretty fast. Ok, they fast? Actually, the comparable upload speed is more like one two, two megabits. So when you download a whatever a gigabyte file, you will get that in a minute or two. But when you try to upload a file even now, let’s face it. A digital image photograph is going to be a couple of megabytes. Um, it’s really going to take a long time for that? The upload now, what’s what’s constraining the upload speed is that your own service that’s slower than the server the clouds over giving it back to you? Or what’s what’s constraining us it’s the it’s, the connection that you’re paying for yeah, so you have a if you have a cable connection, right? Cable cable company connection uh, it’s it’s their service, that is slower. Yes. Okay, now it is possible to get hyre speed, but obviously it comes across so major corporations they’re goingto have called by synchronous in other words, it’s the same opposite is down what they’re saying, lots of money for that, you know? All right, so we need a small non-profit probably doesn’t write s so when we’re talking about backing up in the cloud, we need to be aware of our upload speed. And then and then you know how you get it back is important because that’s your retrieving your data? Yeah, exactly. And where you get it back, you know, may not. How you get it back may depend on where you are and what you need to do with it. So if you’re, uh, if you’re local, computer environment is underwater for instance. And you moved to a new location. You need to download essentially your entire data. Your entire set of data. Yeah. So if it’s a lot when they want to order a order it on the hard drive and have it settled tonight rather than try to download it. Okay, a lot of services offer that kind of capability. Scott, we have just a minute left, and, uh, i want everyone to know. This is scott’s swan song he’s he’s going to be leaving after about three and a half years. We’ve had a good long run together. Scott, we have it’s been a lot of fun planning. It’s been my pleasure, you’ve been you’re the longest running contributor, it’s all because, you know, i want to change up topics and more about that another time. I don’t wanna talk about new person coming on to talk about scott and the three and a half years that he has spent. As you know, basically a monthly contributor. Definitely. Regular contributor buy-in technology. Scott, just as it’s really been a pleasure working with you. Thanks, tony. And same to you, it’s been a good run and, uh, you know, i uh, how would we go? Sounds very good. I know we’ll be in touch on twitter. Yes, we will. All right, thank you very much. Scottie scott koegler tulani take care, my pleasure editor of non-profit technology news n p tech news dot com and at scott koegler on twitter next week, another interview from bb con earning that society level gift and jean takagi are legal contributor returns he’s a very smart guy always learned something from gene rally bound and trc they support non-profit radio. I’m asking you to talk to them joe magee and yussef rabinowitz ifyou’re in the market for either peer-to-peer fund-raising or if you accept credit cards, talk to gdpr rally bound or tb rc rally bound is at triple eight seven six seven nine o seven six or rally bound dot com and t brc dot com or to one two, six double four nine triple xero our creative producers claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by deborah askanase of community organizer two point oh, we have to say farewell to debra. This is the last show that she’s going to be social media manager of we’re going to be making a change starting march first. Deborah, thank you very much. Farewell and good luck. The remote producer of tony martignetti non-profit radio is john federico of the new rules, this music you hear it’s by scott stein. I met him last night at a gig. He was at symphony space, thie barth, aaliyah and symphony space. What a nice guy took pictures and everything. Check out the facebook page, be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great network duitz get in. Thank you, cubine. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Come on.

Nonprofit Radio for October 25, 2013: Dr. Seuss Stories & Fraud Protection

Big Nonprofit Ideas for the Other 95%

Sponsored by RallyBound peer-to-peer fundraising for runs, walks and rides.

Listen live or archive:

My Guests:

Kelley Jarrett: Dr. Seuss Stories

Kelley Jarrett at the mike What can “Green Eggs And Ham” teach you about digital storytelling? Kelley Jarrett with Blackbaud has tips for each step of the story arc and lots of great storytelling examples. She’ll bring you to resolution: a better state. (Recorded at bbcon 2013)

 

 

 

 

Melanie Morton: Fraud Protection

Melanie Morton and Tony at bbcon
Melanie Morton and Tony at bbcon

Melanie Morton, manager of Blackbaud forms, explains where you may be vulnerable, and how to limit your liability for nefarious deeds like check fraud. (Recorded at bbcon 2013)

 

 

 

 

 


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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 and it’s friday, october twenty fifth, twenty thirteen oh, you know, i hope you were with me last week, i’d be put into lord doses if i had to shoulder the burden of knowing that you had missed giving tuesday. Rachel hutchisson with blackbaud and anastasia dellaccio from the united nations foundation shared the history of giving tuesday and how easy it is for your non-profit to get involved with this international movement on december third, twenty thirteen and new low facebook reach has your facebook page reach plummeted? Amy sample ward, our social media contributor and the ceo of the non-profit technology network and ten, explained what’s going on and facebook and what you can do about it. She also shared her sixty seconds style stop, and it was a good one this week. Dr seuss stories what can green eggs and ham teach you about digital storytelling? Kelly jarrett with blackbaud has tips for each step of the story arc and lots of great storytelling examples. She’ll bring you to a resolution, a better state that was recorded it b b gone this year? Also fraud protection? Melanie morton, manager of blackbaud forms, explains where you may be vulnerable and had a limit your liability for nefarious deeds like check fraud also recorded it be become this year between the guests on tony’s take too. I’ll crush a planned e-giving myth responsive this week bye rally bound software for runs, walks and rides at rally bound dot com my pleasure. Now to bring you dr seuss stories and digital storytelling. Welcome to tony martignetti non-profit radio coverage of bb khan twenty thirteen at the gaylord convention center outside washington d c my guest is kelly jarrett she’s, an employee of blackbaud she’s business development manager. Our topic. Very interesting. Very curious. Dr seuss helps you rock digital storytelling. Kelly! Jared, welcome to the show. Thanks, tony. Good to be here. Doctor says there’s nothing sacred in this in this digital storytelling world. That’s a good question. Yeah, i mean, he’s. He taught us a lot that’s, for sure about how we can use storytelling in everyday life. Yeah. Okay. Um let’s begin what? What lessons can we learn from the good doctor? So i talk a little bit about storytelling in general as kind of a story art. So if you think about it, every story ever told really has a similar the theory behind it. And that is it follows the same story arc where there’s an introduction. A conflict that has introduced a climax and then a resolution. And dr seuss, for example, if you think about green eggs and ham, you have a character who was sort of boring and run of the mill and sits around, reads the newspaper and is introduced with conflict through someone offering him something he’s never seen before. And he decides he doesn’t like it without even trying it. Um, and that’s, of course, the green eggs and ham. And the climax is when he actually says, okay, i’m gonna take a minute and actually try it and see what i think and tastes the green eggs and ham, and is put into a new state, which is the resolution of the story. And he likes it he’s a little more adventurous and kind of takes that leap into ah new state of affairs for him in his life. So the idea here is that, you know storytelling is a part of everyday life. Strong good stories are told and re told over and over again, and typically will follow the same r this occur to you when you were telling the story through someone? Yes, i have two children four year old in a six year old is and that’s exactly what happened. So i was doing a little research about brand storytelling, which is what i’m passionate about web strategy and brand storytelling. I work with a team of creative designers, and they do web design and brand story telling themselves. So thie idea occurred to me when i was reading stories that i read as a child kind of re telling those and i knew the story and it made me feel good when there was resolution at the end. And those were the stories that i enjoy and retail to my children s oh, yeah, that that’s exactly the idea and it it occurred to me that it’s something that people respond teo and it really engages people when there’s a good story with a strong story arc. So i started thinking how that could essentially translate into a non-profit brand and their story. Because as we know, non-profit stories are their mission and how they serve their mission. S o it was really kind of a neat idea and concept that i did a lot of research on and found the connection and was able to kind of tell it through the eyes of dr seuss. What other stories might be out there with dr seuss or otherwise that were yeah, important in your research. There’s this critical research you were doing so weii started with, you know, books and stories are go for one, which is an actual story that happened in real life, where you have, you know, an introduction in a status quo and understanding kind of what the state of affairs is. There was there was around the taking of the hostages and organic eggs and the movie that’s exactly right. So obvious conflict was introduced, and then, you know, the climax occurred when they were brought home and resolution and and every story that i researched from storybooks to disney characters and stories teo, dr seuss and all of his books, tio translated into the idea of thinking through storytelling as a brand in the first one. I thought of was, of course apple, which has a great story. So steve jobs is kind of the lead character, and if you think about steve and as he relates to apple it’s sort of a, they tell a story of interesting people, right? They sort of created the story around their brand that makes you think apple is cooler than it might actually be because of the story that they tell s o once i started thinking in terms of brands, you know, that i looked into non-profits and thought, well, how are they kind of telling their mission stories through this idea of the r introduction, conflict climax and resolution and there’s a non-profit that doesn’t really, well charity water and the reason i used them in my session and kind of talk about them a lot as they keep a very, very focused approach to their story. So they what they do is they provide water to those who don’t have clean water, charity water dot org’s, yeah, exactly right, wonderful organization, but what’s especially wonderful about them is they tell their story very succinctly and never lose focus, even through all of their social media. Efforts all of their digital efforts, everything that they d’oh um, from a marketing and advertising and outreach perspective all relates back to the single story that they have created for themselves, so even extending that through campaigns and things that they’ve done with their birthday campaign, which i can certainly talk more about still relates back to their story, which is the introduction they introduced characters, people, that they have helped and served fresh, clean water, too, the areas that they’re serving and they talk about the current state of affairs and how difficult it is for these people to find clean water and know what will happen. And if they don’t have access to clean water and then the conflict is introduced with showing actual water that has, you know, really bad stuff in it, right? A lot of bacteria and things that can make children very sick. So they follow this character through all of the stages and at the time of, you know, thinking about how this story will come to climax, you think about how can you engage your users and audiences to help in the effort to bring clean water to this person and what they’ve done really well is inspired their users too, give or volunteer or fund-raising on their behalf and almost become heroes in their story, which is thie idea of translating storytelling to a non-profit brand. How do you make your audience feel like the hero in your story by allowing them to get you to a new state or a resolution? And that’s what charity rotted really does does really well, so i tried to, you know, talk a little bit of that about that and a session i did here at b b con where, you know, introducing the idea that if you keep focused on your story in your mission and explain to people how they can help serve that mission, they’re going to feel more engaged and more compelled to be involved in your organization. Charity water uses a lot of video, do you think that’s essential good storytelling? Or can we can we do a newsletter or, ah, direct mail letter? So i think, you know, i think multi-channel is key. I think everyone ci’s information differently and responds to different types of media differently, but to answer your specific questions, video is absolutely a gn essential part of storytelling because it has all of the visual and audible cues that you need to connect with someone, right? So it’s hard to just look at someone and have a connection talking brings more of a connection, so when you combine the two, you have video and you’re able to put that on the website, and it really does engage the user more. There is even a statistic that fifty seven percent of of people who view a youtube video from a non-profit will actually donate, which is a huge amount on dh it’s ah, so it’s compelling because it brings people into the story by using multiple cues. And i think video is a great way to do that and you mentioned multi-channel engagement so you can have direct mail that drives you to a fuller story video on the website, something with email you say more about the multi-channel storytelling? Absolutely so and what i what i usually typically talk about is there are so many ways to connect with your users. The one thing you have to remember is even if you use all of these channels, you have to have a consistent message. So it has to be saying the same thing. So if you have a direct mail piece, it should support your website. It should support the videos. It should all have the same message, because i think, you know, we can all agree that sometimes we have to hear things a couple of times in order for it to sort of think in and get what we’re trying to dio it’s, no different for non-profit users. So it’s important to remember that you know, multi-channel is important because it’s reinforcing that message, it’s providing consistency and it’s reinforcing the message that you’re trying to get across. And that message is your story. Talking alternative radio, twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services are guaranteed to lead toe. Right groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio. Dot com. Every tower is a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com do you have specific advice around the the introduction, the conflict climax and the resolution? Yeah, so i think it’s it’s a neat exercise to sit down and think through the story arc for your organization think through, you know, introduction. What is the status quo? What is happening right now, which is a problem problem in our world or in our town? That’s, exactly right? And as non-profits where we’re solving problem, how do you put a face to that? You know, sometimes physics khun b maybe numbing or maybe so overwhelming that they drive someone to inaction or at least that’s the fear? How do you i guess maybe maybe i’m answering my question, but you can say a lot more about it personalized this so that person feels they can actually have an impact on this problem that may be enormous. Yeah, absolutely. You have to. You have to personalize it. And that is by creating characters for your non-profit and characters. Khun, come in a lot of different ways. You can have, you know, characters that are part of your organization. So a lot of times, like if we think about the wreaths across america story the founder is really their main character, she tells the story. She’s clearly very passionate about it. She gets emotional as she speaks about you know what the organization actually does, and it’s a it’s, a powerful thing, and she’s become a key character in their story, so you can use people that are part of the organism just sure kelly’s talking about karen worcester, whose executive director of wreaths across america and well have been on the show, or will be very soon because i interviewed her earlier earlier this morning and become great, doesn’t it does get very emotional, actually made me very emotional when i asked her what it is that she loves about the work and talked about a mom laying a wreath with karen was with her, and what that means meant to the memory of her son of the woman’s son is very touching. It’s a compelling story and characters don’t have to necessarily come from within the organization. You can actually have people that you your mission has impacted. Tell your story and they become essentially characters of your story as well. So who have you helped? How have you helped them? What? Is their story and let them tell it, and essentially they become part of the story, talking about how you’ve affected their lives, right? So we talked about this a little bit and my session, and there was some great ideas from non-profits out there because it’s a little hard if you’re a cancer research foundation, for example, what is your who are your characters? What is your story? Because it’s there’s a lot that research goes towards and, you know, it might be a simple is finding, you know, who are those researchers and talk about what they do every day? Teo end cancer or pick a couple of funding priorities and talk about those stories and the people involved in those and those impacted by that particular thing that you’re funding at the moment. So there’s a lot of different ways to do it, but doing it has the key maybe researcher as a xero yes, yes, exact absolutely. And that’s a great, great way to say you got it. Okay, so that’s, our introduction what’s our what’s your advice around conflict in the back. So, you know, conflict should be introduced because clearly there are conflicts preventing us from serving our missions. So what? What is that conflict on dh it’s important to tell people? You know, what is the conflict that is preventing us from fulfilling our mission? Or what is the conflict that is preventing our heroes or our characters to be in a place of good? So with the charity water example, you know, they introduce a young man named john bosco who lives in a third world country has no access to clean water, and they talk about him and they introduced him, and they show him walking, you know, ten miles every day just to get access for a little bit of water for his family and his mother holding it on his back on her back and walking miles and miles and it’s very difficult and that’s the conflict no access to clean water, so there are a lot of different ways to do it. I work way worked with a local organization in charleston who who has a lot of different conflicts because they are on organization that supports conservancy of the land in our area. So there are a lot of different things that khun b talked about us. Conflicts and the nice thing that they do is pull those in and talk about them. Development industry, absolutely zoning your government. It could be corporate that’s exactly right? I don’t know individuals who want other uses than conservation. You got it. So the local, the most recent story is cruise ships that are coming into the charleston area and it’s, very controversial. And you know their ideas to educate and talk about, you know, how is it effects affecting our coastline? And what is it doing? And they talk about that story. And then they say here’s, how you can help and the resolution side is they say, if you do help here’s, what will happen if you don’t here’s? What will happen? Right? So are you going to put the coastline in a new state? Are are are we going to see it continue to deteriorate and that’s their story as an organization? Is there another example before we continue on rr another example you like to share? You probably have a lot of them. Yeah, i mean, i do have plenty stories. Conflict, but yeah. That’s that’s. Exactly. Right. And then, of course, you know that the climax part of the story is really where you’re getting the user involved, but i want to hear more conflict story, more conflicts are e-giving another good story throwing cash that’s a good question so let’s see let’s see, i mean, it could be a simple i mean, it doesn’t have to be life or death, but in, like a hospital foundation, for example, you can talk about the families who are struggling. Teo, you know, either pay for for this care or they’re going through with a disease, a family member with a disease that they simply don’t have access to. And it might be an organisation like let’s say the ark, for example, which is a wonderful organization who supports all types of disabilities, their families, educators, etcetera and by introducing is that the problem is related not to the diagnosis, but two communication and education that’s their conflict. If people don’t know about this there’s not going to be research to to solve this problem, right? So those are the types of things that can be introduced at con as conflict, depending on your story. Okay, let’s, let’s, talk about climax. Some ideas around there? Yeah, so? This is my favorite part, obviously, because it gives the user or the audience a chance to help and that’s what you’re really trying to do with the introduction in the conflict, you’re setting the stage for someone to feel like they want to help or need to help, right? So if you’ve done a good job telling your story so far, you haven’t introduction the status quo, you’ve introduced conflict and someone is feeling compelled to do something, and they feel connected, teo, the mission they feel connected to the non-profit they want to help, that is the goal of the first part of the story. The climax is really letting them help, and it could be a simple as donating, right? So one thing that we typically recommend is obviously, tell your story and then give the user and let’s just say this is online because we’re talking digital storytelling, give the user the background and have an and provide an avenue for them to help whether that’s two fund-raising if you’re if you have a peer-to-peer strategy and they’re goingto fund-raising on on your behalf as an organization, or donate directly, those air too obvious ways from a friendraising perspective to help, but there are other ways volunteer sign up for an event, tell them what to do that will help impact the mission and sort of get to a new state in a resolution of your story, i have an example of a good a good use of climax. Yeah, so if we’re following the charity water story, they do a really nice Job cleanly, they have 3 ways that you can help, and once they’ve told their story, they show all of the background and they introduced the conflict, and they tell all the character stories, and then they say, fund-raising on our fund raise and you can fundraise using a peer to peer tool fund-raising as and, uh, basically retell their story to your friends and family to get them involved, you can donate directly, but they the the other sort of benefit to are a good thing that they d’oh is they don’t just say, give to our organization, they say provide clean water for a whole community, provide clean water for a family and those of the different levels of giving, so they really put a tangible to it, and that is a nice way, tio tie the story to the gift and have someone feel like they’re really doing something for the mission and the gift to the impact. Exactly. It’s a family it’s, a community it’s a new truck, anu will you got it and it doesn’t always have to be financial. It doesn’t have to be donations necessarily that’s an obvious one. But there are other opportunities. I was giving the example coastal conservation league in charleston. This is an organization who is a strong advocacy organization, so in their case their action that they were requesting or their climax was to take action to send a letter to local representatives. Teo, get involved. You know, in some way to tell write letters to the editor you got of newspaper editors of newspapers. Our, you know, senators, anyone who has a staker, you know, is not only impacted by what’s going on, but can help solve the problem, the mayor, whatever the case is, depending on the conflict they’ve introduced. So the idea is, you know, e-giving options to be involved in this morning’s session. I don’t you know, i have a few ideas, but a lot of them. Came from the user, the groups that were there were a couple fantastic because one organization and unfortunately i can’t remember the name, but they are a foster care organization and of course they’re hoping to find foster families t keep these children, however, they were trying to get others involved, you can’t necessarily take on a child don’t have you know what? For whatever reason, they’re not in the right age group, they can’t take on a child physically, they are not able to commit to that, but they were trying to find another avenue to help, and what they did was allow for a fund-raising program that goes to funding a child’s birthday. So a foster child’s birthday i’m saying, give them a great birthday and also give to this organization. So what the organization did was they raised money that went to the organisation, but they did provide to this child is foster child a wonderful birthday and as someone i know who maybe is just out of college, wants to get involved can’t necessarily take on a foster child against them, a chance to be involved in this wonderful organization and really make an impact in their story? We should go to the final part of our ark. The resolution? Yep. So ideally, the resolution should put, you know, the hero as well as the characters in a new state, and it should be a better state, right? So if you’ve done your job, you know, if the hero has done their job, what will happen? Will the coastline be protected for one more year or against cruise ships? If that’s the issue at hand? What are those things that you can actually impact in the resolution shows online? Ideally, you know, how how was that resolved on dh it’s? Not always, of course we’re way called it in our session. The never ending story because it’s not like you can solve all the problems related to your mission. Otherwise we wouldn’t have non-profits that continually raised money and do wonderful things. But what it allows you to do is show the successes. Show what you’ve done. Provide avenues to show. How have you helped people, uh, and involved in your mission? Whatever that isthe hominy meals have you served? How many animals have you saved? How many? What coastline did you did you preserve from? Getting polluted. Whatever your issue is as a non-profit showcase online. The resolution. What have you done? And what did the donor’s dollars do? Is essentially stewardship, right? Assistant essentially showing stewardship online and showing impact you got which is so critical now and so much talk about that. Absolutely storytelling. You’re calling it resolution. Yes, but it’s it’s, it’s impact. Join your back. You got it? Yeah, we have a couple of minutes left. What would you like to share that i haven’t asked you about or hasn’t come out? Yeah, so i would say i mean there’s there’s there’s sort of a second part of this. Once you have your story, don’t have twenty five minutes left. Yeah. That’s three seconds short of the second part is very short. So the story telling is is the most important part, however it’s important to remember that you can extend your story. And the idea of getting your story retold is this whole idea of social media and campaigns. And how can you kind of further your story and get others to share your story? I think that what i would say if i had to sort of tone it. Down into a couple of points here is to make sure your story is strong and people are compelled to retell it, so social media is a great way to do that. How can you encourage folks to share your story on twitter? How can you encourage people to fundraise on your behalf? One perfect example of this and it’s probably a good to end on is the charity water example of the birthday campaign, so we talked about their story and it’s, a very powerful one. They created a campaign where someone could, instead of asking for presents for their birthday or expecting presents for their birthday fund-raising say, rather than doing that for my twentieth birthday, give twenty dollars, to charity water and here’s what you know all of the wonderful things that they d’oh, and they give them an avenue to tell their story online, where they can write a little blurb about how charity water has impacted their life, or why do they care if you’re very easy to share? Also you got only encouraging the sharing, but make it very easy and that’s a very good point. Absolutely, and they do that, and then not. Only do they do they encourage folks to share make it easy to share. They also have the opportunity to further share it, share it with my friends and family, link back and have the opportunity to continue the story on and on and that’s where, you know, if you think about viral marketing that’s sort of the essence of it. It’s the idea that your story will be re told and retold time and time again. Kelly, what is it that you love about this work around storytelling? Well, until it really moves you, it does, i’m passionate about it because i feel like non-profits really have strong stories, otherwise they wouldn’t be doing what they do it’s all about the story that they’re trying to tell. And so what i like about my work with non-profits and kind of talking through some of this is giving them the chance to focus on telling their story and a very clear and compelling way sometimes non-profits get so excited about all the wonderful things they’re doing, they forget their core and their their story that they’re trying to keep it. Teo and so this idea of kind of, you know refining your story down teo the simplest terms to make it clear to your your constituents and those who you were talking with is very important because it keeps the focus on what you’re trying to do, which is serve your mission. Osili jared is business development manager at blackbaud. The topic was dr seuss helps you rock digital storytelling. Kelly, thanks very much for sharing your advice. Thank you, tony pleasure. Tony martignetti non-profit radio coverage of bb khan. Twenty thirteen, thanks so much for listening, thanks very much to everyone at bebe con that was a very fun day, september thirtieth of this year. Stay with me. Coming up after this break, tony’s take two crusher plan giving myth and then fraud protection hanging. There e-giving thinking, doing good, ending things. You’re listening to the talking, alternate network, wanting to get me anything. Dahna good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and their voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Hi there, welcome back can’t do live listener love this week because we’re not live. I’m in the studio a few days in advance, but i want to spend i certainly want to send love to everybody who is listening live. I just don’t know where you are exactly and ah, special shout out to all our asian listeners routinely listeners from japan, china and south korea. So i wish you konnichi wa r ni hao and anya haserot tony steak to my block this week is don’t believe this plant e-giving myth. The myth is we have planned giving covered. I hear it from ceos, head fundraisers and board members. They believe that because someone has planned e-giving in their job title, that the organization is doing all it can to promote and market planned e-giving and the reality is that whatever job gets paired with planned e-giving we’ll have much more immediate deadlines and quicker payoff to the non-profit than planned e-giving ever will so plan giving gets short changed. For instance, have you seen the title director of annual and planned e-giving i have seen that one a few times and it’s a very unfortunate pairing for someone because annual giving has monthly production goals and in the fourth quarter very likely has weekly production goals planned e-giving cannot compete with that demands demand for the fundraisers attention. So in that case plan giving maybe half the title but it’s getting much less than half the fundraisers time, i think averages like ten percent or so of their time. Plan giving just always gets short shrift when it’s paired with some other fund-raising responsibility. So i urge you to not deceive yourself thinking that plant e-giving is covered just because it’s in someone’s title there’s more about that. My blogged at tony martignetti dot com the block post is called don’t believe this plan giving myth and that is tony’s take two for friday twenty fifth of october the forty second show of the year i have for you now a bb can interview fraud protection welcome to tony martignetti non-profit radio coverage of bb khan twenty thirteen where outside washington d c in national harbor, maryland at the gaylord convention center. My guest is melanie morton. She is with blackbaud and she’s manager of blackbaud forms melanie morton. Welcome to the show. Thank you, tony it’s. Great to be here. That’s a pleasure. Glad you were able to talk about a topic that doesn’t get a lot of attention. Fraud, protection? What? What are some of the vulnerabilities that that small and midsize non-profits those air our listeners grayce how? Well, when you look at surveys on payments, fraud done by finance professionals and fraud examiners, as well as the federal trade bored reserve board excuse me? Biggest. Won’t be. Vulnerabilities are experienced by smaller organizations. Okay? They have fewer controls, they have more instances of fraud. And when fraud occurs in their organizations, it occurs at a much higher rate. So it’s, much more expensive for them. So in my role, part of my job has been to sort of become aware of what those vulnerabilities are and to do a little campaign to make people, um, focus better on what their fraud protections are. We do have some products that have fraud protection involved in it, but more importantly, it’s really about putting the internal controls in place to protect themselves. Okay, let’s, talk in detail then what? What’s what’s most alarming vulnerability that small, small midsize shops should be aware of, well types of payment fraud that are out there. Check fraud is the most prevalent and the most expensive. So it’s really, really important for organizations to think about how to minimize their vulnerability to that that starts with having great controls and in place, first of which, making sure that they have clearly documented internal controls. So you define your standards and you train your staff on how you expect your accounting system and your payment process to go. Okay, a second one is having employee tip lines so that people can report fraud easily. Organizations that have a tip line in place or hotline for their employees see a much lower rate of fraud. Now, what would how would a small organization have a tip line? Okay, so look to your outside auditor. Exactly exactly or or a boardmember or the if you have an order committee of the board definitely could look to that definite. Okay. Okay. And then, interestingly, the third most effective procedure for preventing fraud is the use of internal audits, both the planned ones and surprise ones. Because you want your staff to be aware that you’re paying attention buy-in what’s most concerning about those really effective procedural controls is that they’re extremely cheap to implement and the worst controls, the ones that most organizations think are effective are the use of external audits while they’re required, they’re actually not particularly effective in preventing reid. Oh, so the annual required audit is not very good. These guys are a magician that generally accepted accounting principles statement is not, yeah, i’m going to be very reliable in terms of fraud, fraud, detection, exactly, and if i mean, all you have to do is google payments, fraud surveys and every single one put out there in the industry and by regulatory agencies will tell you that that the’s air just not an effective device in terms of having a big impact. Now, the organizations that are victim to fraud, of course, their worst, their biggest vulnerability is the fact that they have so they may have no, it clearly established controls in place at all. So that’s part of, you know why we’re out here just trying to remind people to really look at those things, you know, a lot of smaller non-profits might feel that they just don’t have the resource is to invest in you. Know less interesting parts of their mission, but if you want to have a strong reputation, you have to be known as a good steward of your resource is, and that starts with fraud prevention. Now, in terms of check fraud can weigh will for sure. Let’s, talk a little more about this internal audit that you’re saying it’s much more reliable. Where would we look again to board members to conduct an internal audit? Is that appropriate? Well, say, for example, in your payments process, you wouldn’t have the person who is submitting invoices or proving them for payment, writing the checks, or you wouldn’t have the person who writes the checks reconcile ing the accounts because you need someone to catch someone else’s error or impropriety in the same regard to internal audits. You just want to have someone who’s outside of a sort of a particular function, just confirming that those functions are being performed up to standard, so it doesn’t have to be a big organized effort. It might just be it was someone going and checking to make sure you’re someone who’s locked up check stock so that someone can’t it can’t be stolen, and misuse. Okay. All right. So some someone outside the function is looking at it, and it could be another employee. Exactly. I mean, supervisor is perfect for that kind of thing. Okay? All right. So let’s, move to check fraud. Okay. How do we, uh i guess the vulnerability is pretty obvious. People writing checks that they shouldn’t be either to themselves. Or maybe there overpaying offender that they have a relationship with. Are there other types of fraud that we should be before we get into how to prevent it? Oh, sure, sure. Well, so check fraud centers around three main areas and then there’s a fourth area that’s just simply creative by a weakness in the commercial code. So checks are vulnerable to alteration where the payee name or the amount gets modified? Um, i think a really simple way to prevent that would be to ensure that you don’t leave blank spaces. You know, next to a name or before a number. So just simply putting ass tricks before your numbers. So the entire field is filled system. No one can slip one comma that were five comma whatever in front of your number or change the name of vendor, another area where they’re vulnerable is with tampering where a check could be, say, dipped in a chemical bath that would wipe out the ink and then a criminal or fraudster could modify what’s on the face of the check. Okay, can i ask you about that one show i want to attend today? Seminar by frank abigail e i know you know, i’m sure you do. Have you ever met him? No, i haven’t woken at him that i’m very familiar with this huge fraud protection. He recommended a particular i implemented a bunch of things. I got a micro dot shredder because he made it clear how how insecure that even the cross cut shredder czar. So i have it my, my, my, my officer, things are shredded it’s a little like paper bullets. But you can’t unravel or something. And they can be shipped off to a sweatshop with someone where we’re makes pennies a day. Confirmed devours the flavors. Come put it back. Labor can put it back together. Another suggestion was he has a certain type of pen. Now i think his name is on dahna where the ink bleeds into the paper so that it can’t be washed in the way you’re describing exactly. Does that work for me or my being built? No, it works well and it’s commonly available. Okay, so you will see most stationery supplies. Sections of any any office supply store include pens that fight that check washing. We also make some available in our catalog, but they’re easily available. Okay. Now what if you are printing your checks on a printer? How do you prevent this acid wash bath from from removing the ink that way? Well, you know, i should say from removing that well, people in general in the industry talk about fraud protection as a kind of arms race, right? There’s a a determined fraudster will with the right tools, you know, we’ll do everything they can to defeat the protections you have in place. So, for example, different kinds of check stock. What will fight or be resilient to other various kinds of projects? Stock being the paper, the paper itself. Ok, right. So, for example, when i first started in this role, we were selling a check stock that was advertise that it was resilient to chemical washing. But then when we moved to offering, ah, high security check stuff, it was protected against a much wider variety of chemicals. So let me step back a little bit, so when we were talking about the vulnerabilities of cheques, they’re vulnerable to alteration, they’re vulnerable to tampering, and they’re also vulnerable to counterfeiting. Counterfeit checks are actually the most common late past ones when chek fraud happens and they can be counterfeited in a number of ways. One way is that the check is simply they’ve gotten the fraudster has gotten hold of your account information, maybe they legitimately received a cheque, or they’ve stolen one from your trash or from your office, which is why it’s such an important requirement to have your checks locked up? Hyre or they simply made a copy of one of your checks and then alter the information on the copies so hyre and because access to the technology to coffee checks is so prevalent now, that’s a real area vulnerability on our earlier version of our checks. For example, if it were color copy, the word void would appear on the on the copy, but then newer that wouldn’t show up with newer copy. Machines, because the technology had evolved in such a way that it didn’t trigger the same fraud protection in the paper. So that’s an example of you know why technologies have emerged to create more high security check and and then a final area of vulnerability, which is one that mr abigail likes to talk about. It has to do with hd icy plains, which is, um they’re holder and due course claims which holder in due course, right, which is a a portion of george in jail on a show, and i know i was doing. How do you know? So you must have heard me say somebody else. Put me some, put somebody else in charge in jail. Well, let me explain. Rated it. Ok, that’s, the way to get yourself on parole. Yeah, ok, i’m sorry. You can. I will just apologize right here, and you wanna play me like you talk like a lawyer holder in court. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna anyway, ah holder in due course is basically it’s a function of our commercial code that privileges the needs of the banking system that unfortunately sacrifices the protections that account holders have. I’m out of meeting the requirements of the banking six system to simply function. So this legal term holder and due course means anyone who accepts payment of a cheque. Let’s see, they have to accept the payment in good faith and the device check itself. I can not appear to be suspicious in any way, so it looks reasonably correct. But that’s that’s the main function that you accept a check in good faith, and that in that you cash it so normally that’s a bank. But it could also be at the corner market who accept cash, is your paycheck and let you buy groceries. It could also be a check cashing service who then takes the check and presents it. And what could also be in terms of your accepting cheques? Don’t be a non-profit that process is absolutely charitable gift. Absolutely. Those are all holders in due course. Yes. So what’s what’s important about this function at this particular legal situation? Is that it? Creates a special vulnerability of check fraud. Um, i want one reason is that checks don’t expire as quickly as we think that they do a check is good for ten years after its issue and state, if it has been refused by your bank bounced. In other words, it is still good for three years from the date that it was rejected. So for example, a stop payment doesn’t necessarily protect you from a holder and due course claim. So mr avenues really done a great job of talking about this, and the commercial law classes always cover these a couple of these cases, one of which is on organization, issued a paycheck to an employee. That person claimed that they lost the check and requested a replace. So the company put a stop payment on the check and issued a replacement check. And then that person went and took the original check and tried to cash it at a corner store that store cash the check and then the return of the bank returned it and didn’t pay the check and said, this is a bad check. So the story or just posted on their wall to remind themselves not to ever cash anybody. Else’s check, check and then a gentleman named robert trip in who makes the business of buying bad checks. Purchase the cheque for like pennies on the dollar and soon for a holder in due course claim. And he won the claim because even though the company and put a stop payment on a check, it looked like a valid financial instrument. And it was in the court deemed it was valid. There was nothing on the face of a check to tell them. And that outstrips the stop payment plan. Now that could’ve been easily avoided. If the company had printed the words void after sixty days, ninety days, and not issued a replacement until after it, it had expired. But because they hadn’t done that, they had no protections and they were vulnerable for the entire period, that that check was a valid instrument which was ten years. Or it’s not commonly know for sure. So so the lesson is you put, this is called a disclaimer or you just humor you put an expiration date on the front of your chest. Okay, now i work with the manufacturer. That one of the biggest financial printers in this country, in fact, they serve on, you know, the federal reserve board and contribute to, you know, our several federal reserve our manufacturers. Okay, so i asked them i said so how many people print explorations on their checks? And they said less than five percent so it’s an enormous amount of vulnerability that we could easily manage, and then i’ll move on really quickly. So there’s another form a little. Well, we have a little time. I’m still interested in the stock, would you when you’re buying check stock from a printer? Uh, what is it you need to ask you? What do you what do you got to make sure you’re buy-in well, i’m glad you’re so i’m thrilled myself pretty impressed myself. So the features you care about are on your check stock. The most important ones are ones that will survive. Um, copying. So say someone makes a color copy of your check you want to feature on there that makes it evidence that this is not an authentic original. They want the original qualities of the cheque to jump off the page. For example, our high check our high security checks dahna has thermo chromatic ink, which means there’s a little lock symbol on the bottom of the check it’s bright pink it’s a fuchsia color. But if you breathe on it, you know, if your breath is hot, the color drains out of the image and that tells you that it’s an original document. So if someone hasn’t made a xerox copy of it and passed it that’s too expensive a feature to duplicate so it describes thermo chromatic ing is one one element you’re looking for, right? Ok, er another thing would be a warning banner on the front of the cheque that says this check has a number of security features which would be listed on the back. And please take the trouble to confirm that you have an offensive check in your hands for another example i used in my talk is a really famous one covered in in the case. Well, most important forms of vulnerability to hd i see claims is that even a counterfeit check is considered to be hiv dc, isn’t it? Holder in duitz duitz i’m older in due course h i d c but it’s definitely hd. I see. Ok, alright. For the category of planes. Okay, so the other one that’s really important work about paper now still okay. Why it matters. Have hyre security, chuck stock in general. All right, let me back up and tell you another story that had to do with other bad checks that mr trip by. Okay, so in the case of somerset valley bank and employers had outsourced their payroll to payroll processing company, and they printed on a certain kind of check stock, and they signed all the checks with a signature stamp. They had red and green was very distinctive, and someone managed to create a bunch of counterfeit checks. It looked exactly like the check stock that this individual use, and they use the same signature stamp or an identical signature. Stan and they passed off a thousands and thousands of dollars in them the bank and and the account holder became aware of it. So as the checks came in, the bank marked the checks, you know, basically stolen check. Do not present again. Don’t honor this Job and return 8000 dollarsworth almost to a particular check cashing service which our, our friend mr tripp and purchase. And then sued for hd icy plains. But he won that particular suit because there was nothing on the face of the cheque to indicate that it was counterfeited, so they were good enough copies to be considered valid instruments, even though when he purchased them, they remarked, essentially, these air stolen checks, the courts still ruled in his favor and he was paid the money. I love this guy trip in is like a deep, deep expert on he’s found a loophole older, of course, claims, yes, but he lost another important case because the check stuff and question at that point had the words this is high security check stock and the warning banner said, please look for the following features on the back of the check they weren’t on color coffee, they didn’t survive duplication. So a simple use of high security check stock, would it, you know, prevents those claims from happening and can limit your liability. Okay, so so i’ve talked here about certain processes or tools you can use to protect yourself from fried. A really important other component of this is the fact that your bank decides for you for the account holder. What ordinary care should consist of an ordinary care is another legal term, which basically says this is what a reasonable person in the same circumstances would do to protect their own interests. Failure to exercise ordinary care is negligence in the face of the law. Three important thing about thinking about the ucc code and the reason all these things come up. There was a time when fraud occurred against the account holder before nineteen, ninety three, when the bank was responsibility was responsible or liable for those broad plains. So if they passed, allowed a bad check to be cashed, the bank was responsible. That’s not true anymore. And, in fact, in the federal reserve board survey bank, why am i not surprised that that’s jane? Yes, financial institutions don’t list check fraud as their biggest form of vulnerability. They’re much more vulnerable to credit card fraud, where are protections are hyre but for check fraud, it’s the account holders who are increasingly and have been, um, more and more responsible and damaged by check fraud losses. So that’s another point, you know, it’s really important to stress for non-profits looking at their arrangements, so not only do you look at their arrangement with their bank. What? What? That bank constitutent make sure we know what your bank’s standards are with respect to your account, security and your relationship to them. If you don’t, you don’t live up to it. Your bank is gonna turn on you. Basically, what you’re saying, exactly, and not only is it important to know what their standards are but know how your liabilities are defined in your okay, okay, have just about a minute and a half or so left. Okay, why don’t you? Uh, this is such an interesting deep niche that you’ve got now. It’s um, it’s critical tell tell me what you love about the work that you’re doing. Well, first of all, i work for a company. I mean, i think all of us employees for blackbaud say this kind of thing, so it feels kind of goofy to say, but we’re so energized by the missions of the clients that we work with it’s just it’s just the happiest thing here. Help people be successful in this about on the personal level. Well, for me, it’s, you know, being a good steward of your v sources is critical, you know, non-profits air so often judged the judgement of them is reduced to one simple idea, which is how how much what percentage of your resource is have gone to the administration of this charity? And how much else has left for your mission? I mean, i think it’s a really unfair standard, but to the extent that that is how the public judges, not charities and non-profits it’s really important to make sure that people are empowered to use the tools to protect their interests and limit their liabilities as much as possible. So it’s, like my small way of helping people do their best and that’s that’s a nice thing to know you can do. Thank you very much, milady. Welcome from me. Thanks for your time. Thank you very much. Thank you. Melanie morton is the manager of blackbaud forms and you’re listening to tony martignetti non-profit radio coverage of bb khan twenty thirteen, thanks very much again to the people of b become and to melanie morton and also teo kelly jarrett next week when leaders leave, i hope i’m pretty close to confirming that author of priscilla rosenwald is going to talk next. Week about her book when leaders leave and share her strategies for planning leadership transitions keep your fingers trust rally bound is a sponsor. They make it easy to use software for runs, walks and rides. They’re a e-giving tuesday, partner, we talked about giving tuesday last week, so if you’re thinking of participating in giving tuesday, you want to know that they have a e-giving tuesday campaign that they’re offering for free, you would go to rally bound dot com forward slash e-giving tuesday i have met the ceo of rally bound shmuley pinson he’s a very good guy, their software is very smart and joe magee, who will help you set up your account, is very easy to work with. I’ve had a lot of conversations with him as well, and he’ll do everything that he can to help you set up your campaign. This is peer-to-peer fund-raising there’s support for your office as well as for all the people who are asking their friends to give to your campaign, you can claim a discount as a non-profit listener go to rally bound dot com or call them and talk to joe mcgee. Triple eight seven six seven nine o seven six triple eight seven six seven ninety seventy six our creative producer is claire meyerhoff. Sam liebowitz is our line producer. Shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit medio is john federico of the new rules. Our music is by scott stein. Oh, i hope to be with me next friday, one to two p, m eastern. Talking alternative broadcasting at talking alternative dot com. Duitz e-giving didn’t think that shooting the good ending. You’re listening to the talking alternate network duitz get in. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy soul, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who dare to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul every thursday and me in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one two to eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s the talking.