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Nonprofit Radio, January 11, 2013: Social Media Data To Find Advocates, Leaders And Hidden VIPs & Get Engaged IV

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

With Mark Davis and Casey Golden at Blackbaud 2012
With Mark Davis and Casey Golden at Blackbaud 2012
Casey Golden & Mark Davis: Social Media Data To Find Advocates, Leaders And Hidden VIPs

Casey Golden, CEO of Small Act, and Mark Davis, director of product marketing for Blackbaud, want you to leverage social media metrics to find hidden gems among your constituents.

 

 

 

Amy Sample Ward
Amy Sample Ward: Get Engaged IV

Amy Sample Ward, our social media scientist and membership director for Nonprofit Technology Network (NTEN), continues our series on serious engagement through the social networks, looking at staffing. Who should do it? How much time will they spend? What policies do you need? Previous discussions in the series were 10/5/12, 11/16/12 and 12/14/12.

 


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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s january eleventh, the day before my birthday. Oh, i very much hope that you were with me last week. It would hurt me deeply if i found out that you had missed the future of planned e-giving marketing. Greg warner, the founder of marketsmart, shared his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud wanted you to recognize that you have leverage with the media and that’s. Sending press releases is no longer the way to get radio and tv exposure for your event this week, social media data to find advocates, leaders and hidden vips casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud want youto leverage social media metrix to find hidden gems among your constituents. This was pre recorded at the bb khan twenty twelve conference that i was at last october and get engaged for amy sample ward, our social media scientist and membership director for non-profit technology network and ten continues our siri’s on serious engagement through the social networks looking this month at staffing who should do this social network engagement? How much time will they spend and what policies do you need between the guests on tony’s take to my block this week is charitable ira rollover revived? It was brought back in last week’s tax act, and i’ll explain how it works, and claire meyerhoff will be with me to give quick tip on promoting charitable ira roll over donation duitz right now we go into my pre recorded interview with casey golden and mark davis, social media data to find advocates, leaders and hidden vips here is that interview welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we are outside washington, dc at the gaylord convention center and with me now are casey, golden and mark davis closest to mia’s, kacey and he’s, the chief executive officer of small act and mark davis is director of product marketing blackbaud they’re seminar, topic is creating impact with social data identifying and harnessing advocates, team leaders and hidden vips. Sounds very secretive. We’re gonna unpack that. Gentlemen, welcome. Thank you very much. Thank you. Case you want to tell us order audience first. What? What small acts work is sure we were focused in the non-profit industry to help organisations use social media, but also importantly, social data too do better job on social, but also importantly, really realized the value from social and intelligence for all parts organization for direct marketing advocacy campaigns. Okay? And why don’t we stick with you and see hidden pipes is the most sort of interesting part of your seminar topic? What were we talking about? Hidden vips? Sure, so typically within the non-profits they have ah, you know, a large number of people that they received donations from, but they don’t really know the full context of who they are, so they know how much they’ve been given maybe how often or if it’s more than once, but they really don’t know the context of that gift. And so for most often, when we sort of work with non-profits there’s, usually somewhere between one two five percent of their list, that has a really big potential that they just had no idea was there, so they’re kind of hidden. Gems where either they’re a blogger or there very advanced professional in their career and so on. Some really different ways that people are valuable for gun is ations, but they’re just unknown. All the noon was as a donor. Yeah, okay, mark. What? What? What is it you guys are trying to improve upon what we see charities doing incorrectly or not doing that? They ought to be with with their social data? Sure. So where black bod in partnership with small act is what we’ve basically introduced? This concept of a social score and a social score takes simplifies for fundraisers marking professionals and non-profits to really summarize their constituents, whether they be donors or advocates or their supporters into four categories, and those categories span from individuals who are going to be very well, highly connected through social media, those individuals we call key influencers on the second level, we’re going to be those individuals who we call engage er’s. Aii those people that can really expand the message and or holly engage in social networks and the other two categories, which are the masses are consumers, whether they’re consuming from multiple channels, maybe they have a twitter account and have a facebook account and they’re consuming information via by those channels or standard consumers just an individual as a facebook profile. So what we’re trying to really improve upon is having non-profits have a better understanding of their supporter base of their database to understand how these individuals were interacting through social media, okay, and scoring people not unlike you would with a screening for financial wealth. Yeah, way talking, something analogous and absolutely so you know blackbaud we have a whole number of financial scoring metrics, whether it’s wth e-giving score where we could understand people’s based off of their ability to give and their interest to give, this really has to do with understanding and individuals can activity and the reach through social media, how many people can they reach and through their friends and people are following them, but also more than just how deep is that reach? How connected our lead these people are they are they just tweeting once once you know, month oh, are they really tweeting every single day? And they have a very strong connection. So really trying help non-profits find their justin bieber’s in starita base, ok? And now an example. Ok, a great one, but we’ll work with it. It makes the point now, so i around around different social platforms, i do see companies that are trying to tell you how deeply influenced you are deeply influencing you are, or how deeply influencing let’s say in twitter, your your followers are, which, which is a measure of how deeply influencing you are as well, but you’re trying to coalesce this all together, i guess, yeah, so i think the value to is that it’s not just a general influence and i think the big guy of working in partnership with blackbaud is that it’s relating influence on social to meaningful things inside the non-profit to sustainers programs to annual giving to advocacy efforts, and i think that’s really makes it different from any other type of influential rating where it’s not just dozes person connect, but it also incorporates their relationship with the organization and really kind of bringing out the best and how they can sort of be engaged in a win win relationship. So we really try to help take that influence and really could use that in a meaningful way. Okay, now. Mark, is this a is this a blackboard product that what’s the name of the product? That’s called the social score and it’s available through our target analytics, who as you for mentioned the data screening around wealth, they provide the same capabilities for non-profits around wealth screening and that same organization could now provide this opportunity around social going now help listeners understand what’s the relationship between target analytics and what they’re probably most familiar with is your razor’s edge product what’s the relationship between those two? Sure, yeah, analytics and absolutely so. Target analytics is a division of black bug that focus is really on a number of areas, but in particular, talking about modeling. It also talks about data enrichment services, which we talked about, which is really taking your database within the razor’s edge, and the targ analytics team can add new data that you may not have like everywhere from the age or e-giving are they’re giving in other organisations or, in this case, obviously social media connective ity ah, and also the targ analytics team can help on organization with the razor’s edge database, analyze and kind of predict predictably modeling understanding hey, these are individuals who you think you should talk to a little bit more. So when you’re talking to people about in blackbaud about target analytics, you could say that you want to include the social score absolute or it sze already included no itt’s an add on it’s, a new data service that blackbaud much early this year and partnership with small act on dso that’s an add on service and we could talk about the logistics and how it’s doing its really easy, actually, so really, all organization needs to do is to give blackbaud a database of file and really all we need in order match up the social score and a whole bunch of other data really have to do a social networks is just an email address, so we’ll take that e mail address and then using through small lack service, we provide back to the non-profit all ho, ho ah, whole host of information that is all publicly available so we don’t get in and, you know, access data that may be on the facebook’s on individuals facebook profile that’s not publicly available if it’s private setting, we don’t have access to it, but ifit’s publicly available, we have access and we’ll and we’ll give that information. And also, as i said, the social scoring there’s some calculations associated with that. Okay, now, casey, obviously a lot of the work is proprietary, but sure you can. You can you tell us what you can about what small act is doing with that email address? To come up with the social score for each person? Sure. So a cz mark said everything is it’s possible to do this all manually. So just taking, you know, maybe fifteen, twenty, thirty minutes to sort of go to your google searches and find things out there. So what we do is we mapped an email to the social networks that are sort of publicly available and connected. We also then go step further where we actually take a look and at the person’s pope behaviors. So there’s, the first step is to kind of create the blueprint of where this person is a member of and how they socially network. The second step is to understand their engagement, their networks, they’re reciprocity levels, all those types of things. It was really creative, valuable influence or a person who can engage your content or what style is really going to best fit so that’s kind of where we do the blueprint and then we sort of color in the different pieces with a little bit more analytical. I’m understanding of what they talk about, who they talk to, how often you know how much they share and how much people share with them, etcetera. Ok, and how deep are you going into social sites that aren’t particularly common waken all name the easy ones off the top of our heads, but into our maybe kora is one, but how deep are you able to go? Yes, so so we so at a sort of maximum capacity that we find somewhere between twenty to twenty five different networks. So, interestingly enough, you mentioned cora when we’re working with national wildlife as one of the interesting things found in that analysis, those who had a membership encore actually gave significantly more so is very interesting sort of subset of them that they hadn’t even thought about before could sort of minor network pompel yes, oh, it’s comprehensive that way, but but it’s a full set talking alternative radio twenty four hours a day. 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 to one eight, one eight. Three backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people be better business people. 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 answer. 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 okay, now tony martignetti non-profit radio i have drug in jail, which i’m probably guilty of myself because quarrel, because it’s not that well known it is among some circles, but it’s, not another. So it’s it’s first for listeners, it’s spelled qu o r a and casey, i’m going to ask youto back-up we participated on ly very lightly. Why don’t you explain how quarrel works and why it might be valuable for charity? Sure. So i think there’s a, you know, a different couple way to ways to describe it, but, um, in viewing it from our perspective, there’s a lot of thought leaders there, right is people have opinions who have something to say and usually it’s not just chatter, conversation it’s usually a bit more meaningful, sort of kind of like a conversational sort of dialogue versus just chit chat back and forth and that we found theirs or some really interesting again thought leaders, not just conversationalist. Perhaps they really kind of put a lot of time into that. And who were some of the thought leaders in the charity community? I mean, there’s there’s a lot. I mean, it really depends upon the specific. Area, you know, and it’s so arranges across board weathers healthcare or some sort of education or or different wildlife related organizations. Okay, mark so now we’ve identified why don’t you give the four categories again? Just perfectly just take those off. Yeah, so the four categories at the top of level, which represents approximately about andi, this is based off of data from blackbaud is small, like customers we evaluated, but in general, about the top one percent of an organization’s database are those individuals who are going to be key influencers and that’s, the top of the pyramid, these worthy individuals excuse my example, but justin bieber but justin bieber’s got all the twitter followers he’s got everyone who tracks he’s very active on that example. It’s a terrible example. I got craig newmark founder craigconnects. Would he be a key influence? You use him? He’s. Been a guest on the show twice. Actually, fair enough. Fair now is so much better. You can just say i have not had just okay, way turned him down. Actually, i would if you okay, so so that’s. The key in florence. These air individuals who are again have a wide audience on their generating lots of content and their and their content has, you know, lives through a very viral method in terms of it gets kayman to be connected and repurposed to the next grouper engages these are individuals who represent about five percent of the population but actually generate over nearly eighty percent of the content. So these are people who are in there doing consumer reviews, they’re they’re they’re they’re updating constantly through facebook, they may not necessarily have a cz wide of a range of connections is the key influencers, but they’re they’re they’re they’re level of engagement is so high that they become influential and influential in terms of the metal content of generating and then flows that can have and then the other two categories, which are the masses roughly between forty run, forty percent are going to be the multi-channel consumers, these are people that we would described as being on, you know, multiple major networks, so they usually have a facebook and at length in profile, or they’re made perhaps the twitter profile and the last one at least the standard consumers these are individuals who are kind of basically arm or most comfortable and stay in one particular network. And there these these blast two groups of people not necessarily creating lots of content, but they’re consuming content, and they’re they’re using facebook and lengthen all the social networks to to be connected with obviously all their friends and family. Okay, i’m going to take a risk here now and tried to put myself into one of these categories. So this podcast gets about eleven hundred, listeners per per week between it for two years. So we have over one hundred, one hundred episodes, is weekly. I’m totally you know, if i end up on this on the standard consumer, i’ll really be disappointed as a standard consumer. Have a block that gets between thirty, five hundred for thousand unique visitors, not hits, but unique visitors per month. Twitter. About eighteen hundred or so followers following about six hundred, people. Facebook doesn’t matter facebook radio show page has just about just scarcely eight hundred likes dahna number of likes, how do i reach that? I’ve each key influence or casey? I don’t know, i’m not you know, i didn’t mean that i really didn’t mean your floats because that’s great new mark die reaching gauger could i be engaged or status? Get so so actually doing a little bit of profiling on you prior to this, you would definitely be actually in the key influence or category mean craig newmark is, you know, like point. Oh, one percent. Yeah. Absolutly, congratulations. Yeah. No, i know where the segment if you don’t say that. No, i can i can send you a profile. Right? So we were naming the rial outliers. Yeah, among them. We knew all that already way on everything you told us. We already know that. All right? Because if you came on and said, you know, key influencers were, like twenty martignetti that would know no it’s one percent. It doesn’t make the point we love we lower the bar a little mean that lower the bar that’s the wrong way. But obviously, you know the key influences you don’t have to be the super super keum ok, that’s cool. All right, thank you. All right, so now we have these people categorized, we have our follow-up gotta go, mark what’s what’s let’s get started with some advice on what to do with this information. Now, that’s valuable, sure and that’s, you know, our session really, and goes into a lot of that because what we want to do is we want obviously educate non-profits in terms of that, that this information is available, that it is useful, but obviously a lot of non-profits they’re most interested in, you know, how does it how can i use it to find advocates and volunteers? Almost specifically, how can use it to help my fund-raising so with with the work and partnership with small act and all the organizations that we’ve worked with jointly together, we’ve begun to understand that this information is valuable because they’re certain key attributes and trends that these different groups they follow. So we tracked and analyzed individuals based off of their fund-raising potential so is it could potentially this scoring and and the presence of these individuals on certain networks could that actually be a predictor in terms of the ability to give so good example that is linked in lincoln profiles individuals who were on lengthen generally based off the data we’ve seen terms customers have use of the information these individuals have hyre lifetime value and they give hyre average gifts makes sense, right? Because they’re employed, they’re obviously well connected through through the workplace they care about their career. So therefore, these individuals are generally speaking, going to be more wealthy, so that’s a very easy example, more complicated or more sophisticated example, certainly not complicated, but definitely more sophisticated argast examples would be the correlation of an individual who was highly connected, whether the key influence you are engaged or francis the top tier and their ability to reach individuals and, say francis a peer-to-peer fund-raising event. So another group of organizations that we’ve been working with a lot have had a lot of success on this is using it to predict hey, if i’m highly connected, if i can create a network of people through facebook and twitter lengthened, for instance, or thrown blawg then very likely i knew a lot of people and if i know a lot of people than likely, i can probably know i can reach a lot of people to ask them to give me a gift. So if i’m walking for susan g komen race for the cure or make a diabetes association american heart association, these types of organizations can use this information to predict who would be good team captains potentially for walk because these individuals, naturally a good recruiters are very sociable. So it’s a very good predictor like that, and the third good example, by the way highlight that really gets a lot of non-profits thinking is the multi channel consumer. This is not a key influencers not engaged, but that third level there’s a lot of them out there, i feel bad for them as a gay influence, right? I feel bad for the multi-channel consumers well, there’s a lot of them so, so sad that it’s almost a pity that they outnumber you quite a bit, but it’s a good predictor because a lot of non-profit struggle with who our who could they connect with through online channels? You know who’s going to be a good individual who may give an online gift who may be an individuals who will consume email and communications through the online channel. So a lot eso organise you’ve been working with have been using that to predict who could be a good opportunity to give a sustainers gift ah, monthly online gift, which is very valuable for non-profits because it’s it’s recurring revenue at sitting it’s in a longer term engagement with the non-profit and they an individual who’s willing to say, i’m going to give fifty dollars, per month for the next five years is actually worth a lot more than a vigil is going to give a onetime get to six hundred dollars, because they have that that that that connection not that you ever ever used that term, but that commitment to the non profit organization. So a lot of the information we’ve been receiving from organizations is that that multi-channel consumer there used to be an online and they’re comfortable being online. So that’s a good predictor of individuals you khun target for those types of online campaigns? Okay, interesting. Now, what i didn’t hear you say is that you approach them about using there networks or talking to their networks about your work directly, yeah. Trying to help you spread your message through there through their networks, but in a more explicit way, you’re trying to do it suddenly it sounds like, you know, all three of those examples they are i think of it this way, an organization that’s using the razor’s edge or, you know, using whatever databases here and system they’re using this is additional information that can help them target those people for specific existing campaigns. What you’re talking about, which i think is also is a very good example, which i know casey likes to use, the term citizen journalists is finding those those top tier individuals who, you know they’re in your database. So how then your database, how are they connected to you? Can you start cultivating these people to be an extension, really, of your marketing? Can they get out in front of a news story or potentially some sort of of conflict or something like that where they can actually help think newsworthy that release where they either if not directly to your charity? Certainly to the work that you’re doing and how can they help spread that they could spread the message that could spread? Your message, they can connect, record their people, they could potentially become an advocate for your position. It happens to be in conflict with something else that’s going on, maybe that’s newsworthy case if you got a couple a couple examples to, it really also gives local smaller non-profits the ability to understand so one example is maryland public television buy-in working with them, they will there find this key blogger who lives in baltimore, where they didn’t know her so sophistication and she was a key influence, sir, they’re engaging her by just calling around say, hey, come down to our facility and see what we do and understanding she’s big on a lot of sort of sort of women’s issues and programming and things like that. So the key is when you find these influential people make sure that whatever is you’re asking them to do aligns with their existing passion, you’re not going to change their heart, just giving them a place to share their heart and really kind of connected with your mission that’s where i’ve seen a lot of really great things happen in another panel here, so the exact same thing really kind of working with where they are emotionally and in matching up your your mission how that they’d be happy to promote it number one because they’d be more likely to do it, but number to their audience knows that they’re an expert on that or that’s something they really care about as well. Casey, what is it you love about this work? What makes you wake up every morning? Motivated? Sure. Honestly, i really love helping great organizations who do great things in starting this particular company that’s. Why? Folks? Dahna non-profit industry instead of a lot of other compelling, you know commercial areas. Because all you know there’s on ly non-profits you have on ly non-profits and and really me nose was being with someone from st jude today anything we can do to help you know kids go through that life experience better and like that’s. Awesome it’s. Not just a job. It’s it’s. A life experience and so that that’s what makes it worthwhile for us? We have to leave it there, gentlemen. Thank you very much. Casey golden is ceo of small act and mark davis is director of product marketing for blackbaud. Gentlemen. Thank you. Very much and yankee has been a real pleasure. Tony martignetti key influencers. Tony martignetti non-profit radio coverage. I’m gonna change the show of b become two thousand twelve. Uh, thank you very much for being with us. My thanks. Also to everybody at black bart, who helped me with the full day of podcasting at their bb con conference. Gotta send live listener love before we go to a break. Oh, my goodness! Los angeles, california. Littleton, colorado st petersburg, florida. New bern, north carolina. Live listener love also manila in the philippines. Taipei in taiwan. Shenzhen, china. Chung ching, china. And for those in taiwan and china. Ni hao, seoul, korea. Manu haserot, montgomery village, maryland. New york, new york hey, what you doing out there? Hello? Right now we take a break when we come back, it’s, tony’s, take two and then it’s amy sample ward and we keep talking about getting engaged this time talking about staffing for your social engagement and stay with me. I don’t think that’s a good ending. You’re listening to the talking alternative network duitz get him. Things. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medication? 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 the talking alternative network. Duitz lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. Time for tony’s. Take two on my block this week is the charitable ira rollover revived this way of giving directly from your ira to a charity was part of the american taxpayer relief act of twenty twelve, which was passed last week, passed by congress, signed by president obama and what it actually is is a distribution technically it’s a distribution, not a roll over. So i call it a qualified charitable distribution because that’s the language in the in the act to do this, your donors have to be over seventy and a half. They have to use an ira or a traditional sorry, a traditional oer a roth ira. So the simple iras and the sep iras are not permitted has to be a traditional or roth you. Ah, each donor can do this up to one hundred thousand dollars per year. That does not have to be to the same charity. Khun b multiple ira’s khun b multiple charities, but the total is one hundred thousand dollars per ira owner on the distribution has to go directly from the i r a to the charity there’s, an advantage that you may want to capitalize. On in the month of january, if people make a qualified charitable distribution before february first, then they can count it toward two thousand twelve, so if they didn’t want to eat up there, two thousand thirteen hundred thousand dollar max, that could count gif ts that they do in january for last year on also if somebody took a distribution in december, if they were, whether they were required to or not. But if they just took a regular distribution from their ira meaning they took the money for themselves, and then they could use all or any part of that december distribution to be a qualified charitable distribution, they can convert it. So now why would you want to do that? What’s the what’s the advantage? They’re two advantages. First, all these qualified charitable distributions are exempt from federal income tax. They’re outside gross income, so not subject to federal income tax, and also they do count toward your donor’s required minimum distribution. A lot of people just refer the acronym r m d and for people who are required to take out more than they want from their ira or more than they need from, they are ira, this could be really advantageous because this gift to charity counts toward that our md that they’re having trouble using they’re forced to take it, but they don’t want to take it. They can use this, tio, eat some of that up. So those are some of the fine points of the ira charitable giving for two thousand thirteen and, um, there’s more on my blogged at tony martignetti dot com and as a special little extra. Benny, we have first guest who’s, part of tony’s take two it’s appropriate that that declare meyerhoff of course she’s, the creative producer of the show, and she’s, the principal of the plant e-giving agency specializing in marketing communications around planned e-giving. Claire meyerhoff. Welcome back. Thanks so much, tony it’s, great to have you have me here. Yes, well, i have you. You don’t have may let’s, not let’s. Let’s. Keep the roll straight. You’re my guest and i’m very happy to have you here. So what should charities do with this charitable ira? Roll over. Well, i really see this as a bonanza. Will the communications, marketing and promotional bonanza for savvy fund raisers or other people at your non-profit? Eso the first thing that i’d like to do is really think about this as a way to up your communications with your people. And how about a boardmember that you’ve been trying to kind of, you know, get on your side and do a little bit more fund-raising how about how does that sound? Tony used to get a fundraiser on board, use it for a boardmember so, avery, simple tip. Okay, how are we going toe simple like action steps? Because you and i are always talking about the value of news when you have something newsworthy. That’s a good time to communicate with your with your donors and prospects. Right? So this is news you can use to your advantage, and we get so little news in planned giving, so we may as well take advantage of it. Okay, way. Get so little news and fund-raising or any other kind of ways to communicate with our donor. So this is really great. Okay, what should we do? This is what i think someone should d’oh. They should take a look first at your database. Basically, who has been making these types of gifts in the left? Five. Years at your organization. Do you have one eye? Are a gift. Do you have ten? Do you have one hundred? So that’s the first thing take a look at what your history is so let’s say you have five gift in the last few years. This is the perfect opportunity to say thank you to those people and see if you can get them to make more of these kinds of gifts and now you have a reason to call them. So give this little task to that boardmember that you think is, you know, up for the for the challenge, and it gives you something to talk to them about. You could do in a casual way. Say, hey, you know what, here’s some good news for our organization. Thanks. Thanks to congress and talk about it a little bit and then ask them, what do you think about that? And then tell them the history. Say, you know, over the past five years, we’ve had four different people that have made this type of gift biggest gift was, you know, eighteen thousand in the smallest gift with one hundred dollars, and one lady did it three years. In a row, like, give him a little background and bring the men and say, you know, this is a really interesting way to give, don’t you think? And they’ll say, yeah, i didn’t even know about it, so now you kind of brought them in, and so what you do is just say, hey, could you, you know, call these people and have a conversation with him about it, and the first thing they want to do is you want to thank them, thank the donor for making this unique type of gift and then give them the news. I just wanted to let you know congress is past, you know, twenty twelve taxpayer relief act good news for our charity means people can make this kind of gift and that’s wonderful, because that helps us steve moore family is right now or something else that whatever it is you’re doing right now, save more dogs, feed more families, build more houses, and then you want your boardmember to listen to what the donor has to say just stopped talking after you say what your mission is on and listen and hear what they say and make them feel. Good about their gift, saying, you know what? That was a really smart thing for you to dio. How did you know to do that? And now the donor has to go. Well, you know what my advisor told mei or someone in your organization told may or i did it for some other organization ten years ago. So now you have more information from them and that’s. Great. So that gives you an opening to ask them for a gift for this year. Okay. Very simple action. Step from the principle of the plan. Giving agency clear, meyerhoff. Thank you very much. Thank you, tony. You’re the best. Thank you. A little more. Live listener. Love going out. College station, texas, brooklyn, new york. Troy, new york, tokyo, japan. Konnichiwa with me now is amy sample ward? You know her she’s, our social media scientist she’s a membership director. Hey, how are you? I’m okay. I wish that i was in the studio with you today, but i was feeling a bit contagious and so decided that maybe putting a phone line in between us would be better. All right, i appreciate that. And so does everyone here, amy. Of course, is the membership director at in ten non-profit technology network, and she is co author of social by social ah handbook on using social technologies for social impact, you’ll find her block at amy, sample ward, dot or ge and on twitter, you can follow her. She is a at amy r s ward what’s the r for amy r s ward it’s for rene. Amy renee alright, well, welcome back to the show. Thanks for having me great every month we have you, of course, and we’re talking. Yeah, i’m glad you think so. I do too. We’re getting engaged, getting engaged part for we’re talking about staffing this time. What? What? What is your advice for getting started on figuring out who should be staffing social engagement? Yeah, i mean, i it’s a question that i actually get asked all the time. You know, i think people have gotten somewhat used to at least aware of all the conversations happen about which tools and how you know how some organization is using their facebook page. Or you know how someone has run a contest on twitter that now a lot of the questions are more like so who who will do that who’s actually going to run our contest? Hundred er who’s goingto set up our facebook page and the there is kind of this general sense that because these air, newer tools we should have, you know, those really young people just out of college or, you know, the board members, kid or whatever, you know, they should be the ones doing it, but they’re just so naturally savvy, but at the end of the day, what you’re really saying is, you know, you want those most public, most social, most very personal channels with your donors here, supporters, your longtime activist to be managed by someone that isn’t connected to your mission that isn’t part of your staff that isn’t seen all the other work that you’re doing, because ultimately, that person that’s managing those social channels is also listening and is able to kind of, you know, tie things together across the organization because they could say, hey, it looks like a lot of our facebook fans are talking about this new programme and we haven’t even announced it, you know, on facebook properly, what should we do? They’re clearly excited and can go to those program staff, you know? And if that person that’s that’s managing those channels is really just a volunteer or a new intern or, you know, someone that isn’t fully in the organization, they’re also not in a position to make those connections, nor are, you know, is the organization setting them up to be out there, you know, connecting on behalf of them right now, let’s, let’s think of the smallest organization, maybe really just one or two people, the best they can probably do is hire somebody to be to do this part time, right? So part time would be okay for you. You wouldn’t object to that? No. You know, i don’t actually think i mean, sure, if you have ah, if you have the capacity to have someone managing all of your social activity full time, then you know, i’m not certainly going to say, don’t do that. I think that is terrific, but if you are one of those organizations, you know, you’re one full time person and then a part time person and, you know, you don’t really have a lot of capacity. That’s fine. You can still succeed. You can still valuable have valuable engagement with your community, even if you’re not doing it all day long, but again, it needs to be someone that is sitting in a staff meeting so that, you know, when they start tweeting about that program, they actually know what the program is, you know? Or, you know, conf feedback into what’s going on so it’s less about how much of the time you’re doing it and more that the person who ultimately is out there engaging in posting content is the rest of the time also, you know, involved with that, and that relates teo, a couple things that you and i have talked about in the past first, you know, going back a ways, you know, of course, every charity doesn’t need to be on every social network you use, the ones that are most valuable for you. And, you know, you and i have been through that and use the ones that you are going to be most effective at and have the time for. So, you know, we have to pick these things judiciously. Andi also relates to what you and i talked about last show on talking about engagement, which was december fourteenth that all this needs to be tied to your mission and basically you’re saying today that the person who’s managing this for you also needs to be tied into your mission because they’re actively involved in your office day today or on a part time basis exactly. I mean, when that person, you know, for example, posts on facebook, great, we have this new program and then immediately, you know, people that are in support of it but have questions about a bit are posting those questions on facebook that person can’t just say, well, i was just, you know, my job for today was just a pose, that announcement, you know, they need to be able to get in there like we’ve talked about in in previous shows, you know, tohave that rial time engagement to show publicly that they’re responding to those answers, and the only way they can do that is if they know more about that program than the announcement they were given, you know? Yep, yep. Okay. Now, if we are going to use an intern, i mean, we certainly could plug the intern into the day to day office work the way you’re describing, right? I mean, we wouldn’t want to turn down the intern. We just we wanted going to engage them the way you’re explaining. Yeah, and i, you know, i think that that’s a great point and i definitely agree i think that the question or the potential issue that comes up for organizations that do put some of that social channel management into the interns plate in addition, you know, to knowing about the programs and green involved with the rest of the staff, is that internship by their very nature are normally for a semester, you know? And so at the end of that semester is doing the next intern know what was going on? You know, planning for continuity in that voice online is much harder when you know, every three months there’s a different person behind it. So, you know, i think that’s more of a struggle for organizations than just having, you know, part of a staff person job to be that because there’s a bit more continuity there because that person doesn’t change. I hope that person is not changing out every three months. So part of that khun b documentation and making sure that whoever it is in turn or otherwise, who’s manages managing those channels, you can have some qualitative components to their weekly metrics or whatever they’re tracking that says, hey, i’ve noticed, what can i say? Things like this? I get a better result so that that new person that comes in just three months later doesn’t have to relearn the kind of, you know, words that the community were sandra, or the kinds of words that maybe they shouldn’t use. You know, some of that more qualitative. I’m sensing this there. I’ve noticed this so that it’s maur. Now i don’t want to use the word documented, but it’s well and there’s continuity transparent for other people, okay, yes, yeah, okay, all right, you’re right, important qualification around use of of interns or anybody that’s going to be limited time. We’re going to take a break and amy sample warden, i’m going to keep talking about getting engaged in around your staffing. Stay with us. You’re listening to the talking alternative network. Oppcoll 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. Dahna 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. Welcome back, more live listener love going, teo kind of god would japan konnichiwa monisha ali’s, columbia ola bueno start is on somewhere in the uk we can’t tell exactly where somewhere in there there’s someone listening and roseville, california power river, british columbia welcome all live listener love and, of course, there’s live listener love right here in the studio from altum pandu jersey, because my parents were here and from indianapolis, indiana, because my wife is here. So amy rene sample ward, we’re glad that you didn’t come with your sickness. Thank you. I am sad because i wanted to meet everyone know? Yes, we were looking forward to it, but we’ll arrange something else. Um, let’s, keep talking. Obviously about staffing. So we know way. Understand your ideas about who should be doing it. You and i have touched on this subject a little bit about policies, but not in a lot of detail. I’m sure there are policies around who owns the account. What types of things are appropriate? Why don’t you help us understand that? Yeah. I mean, i want to start at where we kind of left with the intern conversation. You know, if this is a really small organization, and you’re really just getting started. What happens most often is someone creates, you know, a twitter account, for example, i’m going to excuse myself so say i was a one and a half person organization, we were just getting off the ground, i just wanted to have a way to kind of create buzz and make sure i was listening to the community as we were starting our organization. Your this is your caligari ate my twitter account using my name and because that’s who i am and, you know, we don’t really have a lot figured out just yet, just getting off the ground and time passes, our organization grows, and now it may be a year later and i have staff and the staff are saying, great, we want to set up, you know, a twitter account, but now everyone is just following you as a person, which is fine, but, you know, then you don’t really have the framework remind, you know, in those channels to transition the community very easily and, you know, so i’ve seen organization struggle with that when they get to that point of, like, oh, gosh, everyone’s following this person. But, you know, we want to open the conversation up so it’s not just them, you know, tweeting during the day about work and then tweeting in the evening about the baseball game like, can we? You know, let’s transition to a formal organizational account? But how do we, you know, get those people over here without them just dropping off? So, again, some of that continuity planning has to happen in the beginning where, you know, where do we want to go? How do we want to set up these channels? And part of that is in the policy so that whatever policy you create when you first get started, you know, this is maybe just focused on twitter and facebook, but it’s set up so that, you know, the protocol of grated uses are, you know, funders of our logo and it has a photo of, you know, the staff page, maybe and whatever and that way, anytime in the future, when you add new channels or you want to try out a new channel that’s just, you know, magically appeared on the internet one day staff for you as that hit didi. And the baby can follow the same will know that you’re not setting it up to go in all different directions. So that’s one version of the policy, you know, if you’re a small organization, just setting up accounts at all on the other side of those organizations that have accounts already and have staff that are trying to use them. So what are those policies that support? Like we were talking about the continuity, but then also support staff knowing who uses these channels? Because if they feel like they’re supposed to be using them and they don’t want to, then you just create that animosity of hate twitter and i were apparently all supposed to use it. Normally you’re not awful, steve, you’re just, you know, need to have some resource is internally, so they know great. These are the people that tweet for this program, and this is the person who sends out, you know, the email promotions for this other program, and whenever i have content for them, i can go give it to them. But you’re not saying great now we have the social channels is an organization, and everyone has to use them, okay? Okay, what about let’s go further in these in these policies, working from home you as membership director of inten you do you work from home on ten is very distributed lots of organizations are what about policies around home usage and and using your home hardware? Yeah, so we have organizational policies about the, you know, actual, like computers and phones and printers and stuff that we have in distributed staff home, but when it comes to engaging online, if it can be helpful in a way, because our policies are that, you know, if it’s east coast time and i’m awake, even though i’m not the primary voice on our social channels, i watched that much more closely when i wake up in the morning because i know megan, who does support our social channels who’s in san francisco is not awake yet and because we serve members all across north america and all across the world, really, you know, we want to make sure that not that we’re saying everyone has to be plugged in twenty four seven checking, you know, checking twitter at eight a m on a sunday, but if it is a work day, and i’m already awake and working. I might as well have that window open so that i can make sure someone is being responsive and that you were there to answer questions. And once megan wakes up, we kind of hand the baton across the country, you know? And then she can take take it from there. All right? All right. We have just about, like, a minute and a half left or so how do we how do we predict? Ah, speaking of time, how much time this is going to take for the for the staff person? Yeah, i think that the best is to start small it’s also best, you know, i think we’ve said this on the show before, you know, don’t by listening, you know, service that is thousands of dollars. If you haven’t even started listening to free, you know, via free tools yet or, you know you haven’t investigated what’s even in your google analytics before you go, you know, try and buy some extra tools that the same is true with staffing, i think start small, especially if it is someone that’s already on staff, so you don’t have to go try. And hyre a new person when you don’t yet really know what you’re looking for. So even if it’s just thirty minutes a day, you know, five days a week that’s dedicated to that effort so that whatever staff person it is that’s doing that can can be active can be engaging the community, but can also be saying, hey, i think it really for our organisation and for the amount of community we have, i really think it needs to be two hours a day, and i can’t do that, or i’m fine half an hour a day or, you know, maybe hey, this thing’s full time, i you know, through doing it half an hour a day, i’ve seen all that we have going on, and this is i can help structure that job for this new hyre so i would say start small, even if it’s just thirty minutes to an hour a day with an existing staff person so that you, as an organization can say, great. This is really what we need this job to do because some organizations have, um, a staff person that manages the social channels as well as a program area. Okay, meantime, organizations have them, you know, they’re on the communications team, and they’re often doing some of the email marketing, but then also the social channels and the organization that is dedicated to those online profiles way have to stop. We have to stop there, amy cookie cutter the answer for organizations that they need to try it out internally just to figure out what their need is before they could fill it. We have to stop there, amy sorry, amy sample ward, you’ll find her blogger at amy sample ward, dot or ge, and on twitter she’s at amy rs ward amy run a sample ward. Thank you very much. Thanks tony. Next week, e-giving twenty twelve and a twenty thirteen forecast rob mitchell, ceo of atlas, of giving, returns to review last year’s fund-raising by sector and mission and state, and he’ll give us his forecast for twenty thirteen i’m pleading, can you please rate and review the show in itunes? I know you don’t have to go there anymore because you’re listening by podcast most of you, but if you could make the trip, i’d be grateful. Make the trip to itunes rate and review the show live listeners, please. When this show is over, open a window. Goto itunes rate in review give us a one through five star rating, please, wishing you good luck the way performers do around the world were still in serbia, bosnia herzegovina, montenegro and mathos. In serbian, the language of those countries break a leg is slow, may know goo. So, for this week, i’m wishing you slow me. Nobu. Our creative producer is claire meyerhoff. Key influencer tony martignetti. Sam liebowitz is our line producer, and the show’s social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i very much hope that you will be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking, alternate network, waiting to get me anything. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m 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. We 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. Hey! 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 to two eastern on talking alternative broadcasting 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 the truth. 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 it’s, provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about so gain special access to the ivory tower. Listen to me. Very 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 e every time i was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Told you.

Nonprofit Radio, December 7, 2012: Your Database Policy Manual & Maria’s Top 10

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Nicole San Miguel, Karen Hartt and me at bbcon 2012
Karen Hartt and Nicole San Miguel: Your Database Policy Manual

Karen Hartt, philanthropic services specialist for Maine Community Foundation, and Nicole San Miguel, database administrator for Enoch Pratt Free Library of Baltimore City, walk you through data entry standards; indexing and searchability; naming conventions; and other topics that belong in your database policy and procedure manual. We talked at the bbcon 2012 conference, but their ideas don’t only apply to Blackbaud products.

 

Maria Semple
Maria Semple: Maria’s Top 10

Maria Semple, The Prospect Finder and our prospect research contributor, reveals the Top 10 sites she uses in her work. True to form for our doyenne of dirt cheap, most of the sites are free.

This segment with Maria has a survey. Please take a moment to answer one quick question. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.

 
 

Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/63KCK2K


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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent, you know, i’m your aptly named host it’s december seventh, two thousand twelve december seventh sort of inauspicious day in our history. Oh, i want to welcome the november nine thousand november last month we had over nine thousand listeners per show per show. Many, many downloads that came to an average of, like ninety, three hundred listeners per show. So i wanna thank you very much. I want to welcome you very much. Yes, welcome. And i hope that you were all with me last week. I’d be in distress if i had learned that you missed the requesting brain. Professor russell james as technics texas tech university those neuro imaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former planned e-giving fundraiser and director of the graduate certificate in charitable financial planning had research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon. Scott koegler, the editor of non-profit technology news. And our tech contributor wants you to keep your donordigital base secure. So nothing. Can escape. We talked about inappropriate use, sql and inference all that last week this week your database policy manual, karen heart, philanthropic services specialist for a main community foundation, and nicole san miguel, database administrator for the e knock, pratt free library of baltimore city, walking through data entry standards, indexing search ability, naming conventions and other topics that belong in your database, policy and procedure manual. This was pre recorded at the bb khan twenty twelve conference, but their ideas apply much more broadly, not on ly to the blackbaud products and maria’s top ten maria semple, the prospect finder and our prospect research contributor, reveals the top ten sites she uses in her work. True to form for our doi and of dirt cheap. Most of these sites are free between the guests on tony’s take to my block this week. Are you listening to fund-raising fundamentals? Just a reminder that i do that for the chronicle of philanthropy as a monthly podcast and at this point, it’s time now for our first pre recorded ah first guests pre recorded at bebe con your database policy manual here’s that interview welcome to tony martignetti non-profit radio coverage. Of pecan twenty twelve, i guess now are karen heart she’s, the philanthropic services specialist being community foundation and the cold sand miguel database administrator at the naka pratt free library of baltimore city. They’re topic is reserves h policy siege emmanuel ladies, welcome. Thank you, karen. Why don’t you explain what you do as philanthropic services specialist xero unity foundation. Do you want the whole list? No, i just want neo-sage about thirty seconds. I am the database manager. I am the charitable gift annuity specialist. I write all those contracts and i also do the research for the razor’s edge. Okay. And nicole, as database administrator. What are you doing? I do everything. I process gifts. I generate letters, put information and pull it back out of the database. Okay. Everything in and out of david. Okay, let’s, just start with what they call. What you see, something charity is doing wrong around there. Procedures around razor’s edge. What? What? What? What? What is it? We’re trying to move on. They don’t have them. I think that’s probably the biggest thing, karen is not. Yep. Definitely not having procedures and data standards on how to put the data. In to get the data back out again. Okay, well, let’s, just keep it simple and start. Karen, why don’t you give us a first? A first good practice that belongs in your first year manual should be written, i presume, right? The first thing you need to do is understand how the data is in the system. And then you need to figure out how you want your data in the system because it can be the way razor’s edge trained you to do it. Or it could be how your finance people tell you they want it. But for us, the biggest thing was putting the data in in a standard format every single time. So my procedure manual starts with constituent entry, and it works off of the address standards that the united states post office puts out and that’s how we enter data based on the address standards. Do you both have multiple people entering data? Your office is? Yes. Karen is a much bigger office than mine. I’m in office of five people, and we all have to intern ada. And we have twenty five employees in six different sites. We have remote user’s on. We also have ah, secondary office down in the southern part of the state of maine, so everybody interest data not everybody has the capacity to do all the data entry, but everybody as the capacity to do constituent entering, okay and let’s have a little motivation. Step what’s the downfall. Karen what’s the problem if you don’t have standard data entry, your reports are messed up your mailing list so messed up and your executive directors on your back saying, why can’t i send out three thousand letters to three thousand people at the correct address at this time? If you don’t have standard data entry, you don’t have standard data export, you can’t get it out. Everything is all over the place all called the same thing, so you can’t do it. What should be a pretty simple query, i guess, in a lot of cases to get out everything that you should get out. Yes. Okay. So if you have three thousand records, you could have the data in multiple ways. And so if you’re doing a mailing and you have an address field that’s the post office p o box listed above the street address the post office is going to mail it to the street address. They’re not going to mail it to the p o box, but the post office the physical address doesn’t have a receptacle a mail box and so they returned the mail. And so that’s not how the post office reads addresses they read from the bottom up so your post office box, which received your mail, has to be the first address in the line going up and then the city and state yes, just above the city and state, and then your street address so that the post office khun deliver the mail where it needs to go and if you don’t know that address, standard feature and your data comes in from akash certification in the post office boxes listed first on the first address line that’s wrong and it will get returned to you. So you’ve wasted your first class mail all the time it took to process that nailing piece and the time it takes to fix the record in razor’s edge, right? So data standards are efficiencies. All right, so we need standards inputting data there has to be, i guess training you said. You have people in multiple sites, karen, be training around the policies. Yep, and i, my policies and procedures manual, is my training man. I used my training, my policies and procedures manual, to train all my new staff and to do my continuing updating trainings that i run by annually. Nicole is the is the manual changing it’s constantly. Jean well, i think you kind of have to look at it as a document that’s never actually complete, because blackbaud is constantly updating its products. People are constantly changing address or constantly being hit with different situations or events, and you just kind of have to be able to adapt its kind of like the constitution. Okay, it’s, a kapin all right, all right, the call what’s another important element of the policies, procedures. Back-up. I would take it index a table of contents index because of karen had, for instance, has a very large policies and procedures manual and how many pages can it’s one hundred fifty separate documents totaling almost three hundred fifty pages? I don’t know, five or six, i don’t know, i’ve been the d be a first for fifteen years, and i have a very established policies and procedures manual mine’s not nearly that long, but still even in just one hundred pages. Your users have to be ableto find what they need in those hundred pages. And if you have a policy and procedure manuals only five pages it’s not nearly long enough. All right, well, that’s, why i’m in your fight? Your dvds. Finally, when karen says d b a i want to keep her out of georgia. I learned right before the session. Diva, of course, is a database administrator doing business as okay buy-in index and table contents. Right. It’s gotta be searchable. Gotta be able to find it. I assume this is all elektronik form, especially three hundred fifty pages. So yeah. Ok. So it’s not it is not in a print for men like everybody, i get a lot of questions from blackbaud users to have access to my manual, and they want me to send it electronically, and i explained to them very assisting clea that it is one hundred fifty documents totaling three hundred fifty pages, and i would be happy to send you zip files of portions of the manual, but it is more than twenty five megabytes and size, and my email server does not allow me to send it, and i’m not going to upload it on google dogs, so i have a specific pieces that are categorized by my index for i would say, structure buy-in introduction, the constituent entry, and then it goes through for other blackbaud parts of the system, andi, i’ll send them the basic constituent entry procedures and along with my tips and tricks and so that’s a zip file, and i’ll send that to them. Or i have five six different procedure zip files uploaded on black buds website in their shared client document folder, and people could go access it that way. So you also have a document that, as we said a minute ago, is kind of constantly changing and constantly being updated. So a paper document isn’t necessarily the best format for your users. If you, if you make a change, you don’t have to reprint that beat one hundred pages of three hundred fifty pages. And i also like it to be somewhere that my users don’t have toe look through their desk, through their cabinets, through their drawers, through there. Finally, cabinet to find their copy of. I like them to be able to open up a file on their server very quickly and go right to it. It’s. Also a lot more searchable, electronically us, and where i have central f, i have six different. Sites that use my procedures manual, they have to be able to have access to it. And so they have an access electronically so they don’t have to print it off. Okay, let’s, move on. I’m just keeping general. And karen, why did you threw out another practice that belongs in your the procedures, um, campaigns funded appeals and how you how razor’s edge has campaigns, funds and appeals that’s the structure for sending out solicitations and what funds are associated with that solicitation, regardless of whether you’re using a named fund, we have seventeen hundred named funds at the main community foundation because that’s what we do and another orcas nation might only have three of four different funds which are, like, restricted, non restricted general or whatever. And so your campaign’s funds and appeals need to have the same naming process and the same structure so that you can find information and report on information in the same format in the same way. And you get the results you’re expecting so on dh should that naming b is that particular to the organization? Or can you share what? Some of the ideas? What your what your ideas are. Around around these naming convention well, how we think of campaigns, ones and appeals campaign is the umbrella that the appeal falls under, and then the fund is under the appeal so we can have an appeal that has three or four different funds that were raising money for and that naming structures always the year the appeal that’s, the appeal name and then thie campaign is a general name where you re use those year after year after year because we don’t do capital campaigns, we don’t raise funds for ourselves, we give money away, so we raise money to give away so an example of a campaign would be end of year. I can’t bend county fund a great capital campaign. The capital campaign is county funds. There are eleven different appeals underneath that because we have an appeal for each of the funds that’s associated with the campaign appeal, and then those appeals are done every year, so they appeal is renamed every year. The old appeal gets in activated, and the new appeal comes on and that’s, how we do our solicitations and our appeals talking alternative radio twenty four hours a day. 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, better business people. Are you concerned about the future of your business for career? 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Interested simply email at info at talking alternative dot com bonem about you, nicole. Is something similar or different radcampaign funds our campaigns, funds and appeals are a little different because karen raises money for other organizations basically are not raises money for other organisations, but the money that she uses goes to other organizations are money stays in our organization. And we a za public library was twenty three different branches constantly have campaign appeal up campaign’s going on capitol campaigns. We also have an annual campaign, and then we also have campaigns that may be related, teo special projects. And but just like karen and i are different, every other organization is going to be different. Everybody does something very specific and can tailor razor’s edge to their specific needs. Okay? That’s the beauty and the curse of razor’s edge is the flexibility of the system. So, karen, it doesn’t have to be the hierarchy that you described. No thinking about campaigns. You know, there are lots of organizations that i help structure their systems, that they don’t even use a campaign. They use everything on the appeal level or everything just on the fund level. So it’s how your system needs to be set up. But what? You have to do is think about how that process is going to be best for you to get the data back out of the system and what works best to get the data out. And then you structure your system based on that, and then you write policies and procedures so that you have a constant naming structure and a constant format and flow of your data in and out. It sounds like you should be thinking about what you want to get out of razors edge before you’re just exactly, exactly almost work backwards. Yeah, you think about what you need and what report somebody might need toe it might. It actually dictates how the data goes in the system. On our standpoint, from i converted the database in nineteen, ninety nine took over, and so it’s my baby and i helped design how the data is in the system. But i met with all of my officers and said, what do you need for reports? And that dictated how we put the data in the system? And so i wrote my policies and procedures basically, teo, make sure that format doesn’t get lost and for those annual things that you don’t do all the time so i can refer back to them because my memory is like a sieve sometimes, and also so that if i was to leave the foundation, they aren’t hamstrung by not knowing what i did and why i did it. And so they could use that as a training tool or as a fallback to see how i record a campaign or how i record a pledge or how i record a gift and it’s also very important, knowing the reasons why things aaron there a certain way, i can’t tell you how often i pull up data in our older data in our database, and we do not know why it has been entered that way. What thie rationalization for this particular type of coding wass and or even just what certain abbreviations stand for? So i mean definitions of in your policy and procedures manual, and also, i mean, you don’t have to justify every single thing that you do, but perhaps a little bit of insight into why those decisions were made is useful, especially looking back and when staff changes, okay, if we’re going to change something in the database, we talk about it as a staff and what the implications of that change could be future and historic, and it also we’re tracking a lot of data that was in hard copy before is now in the database for a good example is success our advisors. So we have a specific way that we code our successor advisors who are advisors to an advised fund, the donor advisors not allowed it’s no longer available to us to the donor, right? And so that dictate we have that policy, that the information is recorded and raises edge it’s in a specific format. And so when we know that somebody’s passed away, we can go and to the razor’s edge database and say, oh, yeah, this is how we’re supposed to be doing it. So it’s it’s a really good way toe track for historic data as well as future data, because you might have somebody who’s in the position now, but in fifteen years they may not be there, and you might have somebody who’s passed away and it’s a huge request if there’s no documentation on how that request is supposed to be processed in the system. Then it’s, it may not be processed. How was intended to be a stalker? The call? What else should be in this table of contents that you said? Is it self important to them? Document? What else belongs here? Well, i think you just need to have some basic day today. Operating procedures? Um, such a such a gift processing what’s. You know what? What? What happens when a gift comes in? What reports need to be submitted to your business office? What are they saved as? How do you change parameters? What gift types belong in this report? What? Give types. Don’t who do you hard credit for something? Who do you soft? Cut it for something? How do you split gifts? Do you split gifts? Everybody does. Everybody does a lot of these things differently. And we have staff turnover all the time. And i could go from where i work to where karen works and not do anything right. And it would be different. We don’t record pledges unless there are material to our financial statements. So if it’s not a material pledge let’s say somebody is doing a fundraiser and they’re going to raise fifty thousand. Dollars and their pledges. And they want us to record pledges for that that’s not material. So it doesn’t go through to our finance department. We put it in as a placeholder on the razor’s edge. But then we also have a fundraiser where it’s four and a half million dollars. That is a material dollar amount. We do record those pledges. They they have a sign, documentation. They are what we call collectible pledges. And so nicole might have pledges that she runs all the time for her campaigns. And we don’t. We do one massive pledge. Maybe once every ten years, and the rest of the pledges aren’t booked because they’re not material to our bottom line. And we do pledges all the time. We have pledges that may last a year. We have pledges that may last ten years we have, you know, all kinds of pledges and it’s just the difference in the nature of the way are two organizations work where the difference in the nature of the way all of our organizations work. Not everyone non-profit works the same way. Of course. Going to start to wrap up. Karen, why don’t you share what? It is you love about being a d b a database administrator work. But i never do the same thing in the same day. Twice. I do a lot of different things every single day, even though it’s the same basic format i do gift entry. I do. And i do all the stock. So i do stock gift entry. I do charitable gift annuity entry. I work with chargeable maine to truss. I work with prospect management. I work with bringing a new funds. I opened my own funds. I do data services. Esso i never do the same thing every single day, any day. So i love the challenge of it. The puzzle of it. How to figure out getting the data in there. So it comes out the way my people need it. And i love the software. So it just makes my life so much easier doing what i do. I like that. Well, i don’t like that. I’ve spent a lot of time cleaning up a database, but i have spent a lot of time cleaning up a database. Product is gratifying and and it’s gratifying. And now everyone in my office can pull information. And is actually so excited about what they pull out it’s really amazing you, khun go from hardly being able t see any kind of of analytical data in your database to being able to pull this stuff out and just infinitely filed down your donors and they’re they’re giving histories, and they’re giving trends and what they respond to and what they don’t and in the end of the day save money and raise more money because your data is so much better. Nicole had a fabulous slide yesterday where she had it was a period of darkness where the data was a messed up and you couldn’t get anything. And then when the data was clean, it was like having a light bulb. Then you could actually find the filing, so it was a fabulous graphic, and it works really well, but there is great analogy that was karen heart and she’s, a philanthropic services specialist at the main community foundation and also with us was nicole san miguel, database administrator for the free library of baltimore city. Ladies. Welcome. I’m sorry. Thank you very much. Welcome. Thank you very much for being guests. Thank you. It was a lot of fun. Tony martignetti non-profit radio coverage of bb khan twenty twelve. If it sounds quiet, the background it is. We’re the last vestiges of become twenty twelve today it continues. And thank you very much for being with us. Sounds like it was very dark, like the lights were going off, but they weren’t. We still had lights. Just nobody. Nobody in the in the in the exhibit floor, thanks to karen heart and nicole san miguel and all the folks at blackbaud who hosted me at the bb cond conference was very nice there. I missed a, uh i missed a jargon jail opportunity. Did you catch it? Hard credit, soft credit. Ah, i should. I should have jumped all over that hard credit self credit. But i was i was intimidated. These these deba is database administrators. I mean, they know the stuff so detailed. It’s. Such a specialized field. I was intimidated. I was scared to ask, you know, estimate questions or b b too challenging. So jargon jail hard credit itself. Credit that’s, basically, like when somebody gets an assist. So there’s a there’s, a main person who gets credit and then maybe somebody gets an assist and that’s that’s the hard credit versus the soft credit, an example would be, ah, husband, wife. If the husband and wife are both donors, maybe separately, or they’re both in the database, because they both want to maybe get email separately. When you’re soliciting by email, you would hard credit, perhaps the wife. Maybe she’s got the better relationship with the organization, and then a soft credit might go to the husband that’s, an example of heart credits off credit. Right now, we take a break, and when we come back, it’s, tony’s, take two, and then maria simple is with me, and we’re going to talk about her top ten. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternative network, waiting to get a drink. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m 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. We look forward to serving you. Yeah, you’re listening to the talking alternative network. Duitz durney hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time now for tony’s take two little bit early this week, but that’s okay, i have a little extra to say my block this week is are you listening to fund-raising fundamentals just wanted to remind you that i host that monthly podcast for the chronicle of philanthropy it’s a ten minute and that one has devoted exclusively to fund-raising topics once a month, and you’ll find it on the chronicle of philanthropy website. You’ll also find it on itunes and again, that is fund-raising fundamentals also, since we have so many listeners, i’d be grateful for your help. I’m asking for some help. Would you be good enough to rate and review this show in itunes? Ratings are one to five stars and review is you write a short review, a couple of sentences um, you could start that you would start that at non-profit radio dot net, which takes you to our itunes paige or you just search for the show in itunes, and when you get that i tunes page with the list of one hundred shows on it, click view in itunes, and then itunes will open up and you click ratings and reviews. And i’d be grateful if you’d give me a rating one to five and write some words about what you think about non-profit radio, we’ve got just a couple, um right now there are fifteen reviews, and i do remember that back when we had about six hundred listeners, i asked for help, and i think at that point there were like three or maybe five reviews, and it tripled or more than tripled up to fifteen, and i remain grateful for that back when there were six hundred listeners, but now we’re over nine thousand, and i’d like the itunes paige to reflect that. So i would be very grateful if you could help me out by giving a reading and a review on itunes. Thanks. Thanks very much. And that is tony’s. Take two for friday, december seventh, the fiftieth show of the year. Joining me now is maria simple. You know her she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best dahna prospects now exclamation mark! You can follow maria on twitter at maria simple a si m pl e maria semple prospect finder. Welcome back. Hi there, tony. How are you today? I’m terrific. Ru that’s. Good. We got your top ten this this week. Top ten. These are sites compile. Pardon me. It’s. Tough for me, but don’t you? Don’t you consult these every day or every week. Well, i do. But it’s, hard to pick only ten. Okay. Well, white-collar ard well, that was the constraint that the host put on you on. De so i apologize for being such a stern task, master. You know, i was a little remiss. I gotta send live listener love. Spare me for pardon. Pardon me for just a moment. Live listener love forest hills, new york. My old home used to live one hundred street sixty, seventy five and new bern, north carolina live listener love also welcome. I think this is a new listener. Cordova, spain. I don’t think you’ve been with us before. Welcome, seoul, korea. Welcome to you. Also live listener. Love, teo, new york, north carolina, spain and korea. Thank you. Sorry, maria way have to. We have to send love out to the listeners. Absolutely. Okay, your number ten. I have the list. You have the list, so i’ll say the first one you’re number ten is search systems, search systems, right search systems, dot net and it’s a way for you to be able to access public records by state, for example. So i know we have listeners from all over, and you can go into each individual state and then look at the various types of public records they have available, whether they’re free whether there’s, sea bass and it’s just i think it’s just a great jumping off point for anybody to be ableto bookmark so that they can access it and then go right from there to the particular state they’re interested in. Ok, so so it’s that’s. Interesting. So it’s state based resources because you you talk a lot about those that you like chambers of commerce, newsletters and websites and things and local business publications. You like those? Yeah, i do. I do. But what’s interesting about this is it’s. More like government public records. So you’ll get access teo information on properties. Uh oh, i’m sorry, okaying all that type of thing. So anything that sort of a government entity would be overseeing. In terms of public records, you can access it state by state right through this site. Okay, cool. That was search systems dot net, right? Right. Okay, you’re number nine maria’s number nine boatinfoworld is called boat infoworld dot com, so i’m frequently asked by non-profits when they’re kind of putting on their proactive prospecting hat you know, how can i find wealthier people in my community and my state in my county? And although, you know an indicator of simply having wealth or simply having a yacht or a boat wouldn’t necessarily equate to your organization receiving funds from that person, it is definitely a resource that i do check when i’m profiling an individual, for example, i have a known name of an individual, and i’m trying to determine whether or not perhaps they own a yacht or a boat, but really a non-profit that serves perhaps the marine community, any of the thinking about some of the connecticut based organizations or new york based organizations that really serve either an environmental purpose or some sort of an education based purpose on the water? Well mirriam out there are the benefit from knowing about this because you would have outreach to a group of people who really have an affinity for for your type of cause, way down deep, that one is not free. The first, when i mentioned was free this one sea bass, but it’s really not that expensive? I just did a quick test before we came on the air and, for example, new york steak if you wanted to buy a ll the records of the recreational boat owners in that state. Now these numbers are our prior to superstorm sandy hitting us. Of course, there were a lot of boats were actually wiped out, but there were eighteen thousand six hundred ninety six boats in the entire state, and that list was only ninety nine dollars ninety eight cents to be able to purchase as an excel spreadsheet. Okay, now, of course, there are other bodies of water that touch the united states besides just the atlantic ocean. So this could apply in texas north carolina comfort example there about you know what one could think about paying for this type of a resource that you can get it down by county. A swell by city and state. So it’s, pretty interesting, because you actually get the name of the individual and a snail mail address. Okay. Oh, interesting on and you and you can’t break it down by county so you don’t buy the whole state, but they’re more local. Organise a chef. A county has just over fifty, six hundred recreational boats registered. And that list with sixty nine dollars. Ninety eight cents there. Really? For you? No less than one hundred dollars. You can get access to quite a large list of people if you were interested in some house beginning a mailing campaign to those individuals. Now, why do you search for boats and not planes? Why do search for planes and, well, i do just not didn’t make the top ten. Well, see, i mean, i was constrained, okay? You worry about myself because i know you provide this list when i’m doing my my life workshops and seminars. Sort of a top ten. Okay, but yeah, this is when i always happened to a swell. Okay? Yeah, of course, owning a boat could be indicative of wealth, but the person could be in boat. Hell, also all right. You know, they can’t afford their vote. Or it’s. In bad shape. Okay, but it’s ah, it’s. One factor of many as your profiling a prospect. Right? Right. It’s one that’s, right, exactly. It’s one factor that i’m looking for in terms of an indicator of wealth. Okay, good. You you introduced number eight. Okay, number eight, count the countdown. I like to look a sec filings, which are securities and exchange commission filings on a resource that i used for that you can access, by the way, sec data for free through their website, however, i really like this particular resource for the weight compiled the data and the accessibility and ease of use. So it’s called ten k wizard dot com. And it is he based i actually have the lowest level of service is just over four hundred dollars, a year. And i really like the resource because i can look for those corporate insiders. And we’ve touched upon that before me in the show. Yes. And how beautiful they could be in terms of trying to perhaps gain a gift. A stock from somebody is supposed to give cash. Say a little more about why you prefer ten k wizard over the s e c. Website. I like ten k wizard because i can search by an insider’s name. So i have a name of an individual. I’m doing a research project on that individual and i can put their name in. And then i can see all of the companies that they might be connected to either as an officer at that company or sitting on the board of directors of that company. Okay, and then i can go into the individual sec reports to determine exactly how much stock they own in that company and and on the website, you cannot search by individual name, i guess. Just a little bit more cumbersome. Yeah. Okay. Definitely a little more cumbersome. So i like the resource. I mean, for me and in the numbers, you know, names that i’m researching it, it’s worth it. But certainly the website dot go of you could find similar information. Well, exactly the same information, actually, but just search ability in the output of the data. I find it a little bit better on the way. Okay, well, that’s important to know. I mean, you’re the doi end of dirt cheap and free. So but if you’d prefer to pay for the same two options right now. But if you’d prefer to pay for ten k wizard dot com so that obviously there is value there. And by the way, listeners ten is spelled out. So it’s, tnk wizard dot com you’re number seven, his foundation search dot com yes, what’s that about foundation search dot com is number seven on my list, and you can do very targeted foundation research on this particular website on dit is a sea bass to resource you can get into annual subscriptions with this particular company. Ah, and what i’d like to also mention tony is that on some of these resource is where there’s a c i was able to actually get some discounted price pricing for your listeners. How did you how did you do that? Yeah, so i was able to do that? No, how how did you do that? Because you’re because they’re contributor thiss particular resource is used heavily obvious if you do a lot of grantwriting right, so you would look for foundations that would support your organization? They also have something attached to them called big online, which is corporate research um and basically i’ll go ahead mention the code very quickly and all posted on your page. Is there in swell, tony, but the code is m s m s one two seven, and they would be able to get a free month for every year that they sign up on. That code is going to be valid for for thirty days. They mention my name and that code. By january seventh, they’ll be able, teo, get a free month for every year they sign up for the service. We will post the list the top ten list on the facebook page on and also the linked in group, and then you’ll include the free now why did you get em s and not tm? Well, that was the code they signed me. Oh, yeah, sure. Right, right. I’m sure select the code unfortunate. See the kind of credibility that being a regular contributor to tony martignetti non-profit radio gets you, i’m sure that’s you mentioned it. And that’s how you were able to get the get the discount. I’m sure you don’t have to say that. That that i’m correct, because so i’m sure that i am so you know absolutely so i got, you know, let’s let’s. See what we can do for tony’s listeners. And so they said, all right, we’ll pick this code into effect for one month for you. Excellent. Okay. And that’s foundation search dot com foundation search dot com and you get a membership that varies from one year up. Tio five years of membership on dh. They have special pricing, you know, valid through the month of december. So, you know, definitely worth a call out to them. And i was told to ask for rusty ways. Get a little provincial nasco this’s getting a little provincial now it sounds like small town asked for rusty, rusty, rusty burrell is even after he retired from the people’s court. Where did we leave off? That we’re number seven. Right. Wait a minute. Wait. I’m moving on to number six on my list is ah, resource. I think i’ve mentioned on your show before called reference yusa. Okay. And you kind of alluded to it earlier when you were talking about the looking at resource is that cover businesses on dh? This resource is available free through through almost every library and certainly any library i’ve ever tried to research it through and it’s a database and it’s. Very useful. Because if you are looking for again, proactively to develop lists of potential business owners in your community who might be supportive of your cause, uh, you can search this list. Uh, can you set up the search criteria yourself? So if you’re looking for a list of oh, i don’t know. Medical device manufacturers in a specific county that have sales over five million dollars. You can actually generate exactly that type of list. Okay. This is reference. Yusa any i’m sorry. Any fee for this one? No. It’s. Well, it’s free through public libraries. So that’s, where you want to start at your public library link generally, uh, county library will have links to online databases. Uh, some of the library’s might require you to go on site. I actually access it off site through my county library. So using my barcode on my library card, i can access this particular resource. All right? And you and i have talked about the value of the local libraries in the past. That there are a lot of free resource is in local libraries either online or or if you have to go in person, but sometimes you’ve you made the point worth the trip, even if you have to go in person. Yeah, absolutely. You know, this type of the database would be very expensive if you had to pay for it yourself. So, you know, might be worth just rerouting your commuting trip a little bit and then spend a few hours at the library if you need to. Okay, now you’re number five. Ah, you wrote fcc and i only know federal election commission, but alright, that’s exactly what it is. Federal election committee. What is your interest in the centre election dot gov and its data on political contributions. And so you would be able to determine if people have made donations of over two hundred dollars, that becomes part of public records. And i think most people know that. However, every once in a while you come across somebody who’s surprised to hear that those donations are actually recorded in a public wife. Okay. And that one again. Oh, uh, this is particularly useful, of course, for a non-profit who have might have some, you know, issues. You know that, are you? Know, politically motivated or divisive so you might want to, you know, just have an understanding of where you are particular prospect, eyes contributing their money politically, right? You might you might yourself be ah, politically, act active or be involved in political advocacy, but also you would be interested in the level of giving if someone is giving it a very high level. To what, whatever campaign that’s indicative of some wealth or not way have to take a break. Sam, we have still a minute, right? So that would that would just the size not necessarily where they’re giving right. So i looked for both, um and actually one of researching somebody i look att both their e-giving and their spouses e-giving politically because, you know, very often their spouse might be giving equal, if not more money than the prospects that i’m actually researching. Okay, that that might then go back. Tio my discussion earlier about hard credit itself credit but that’s about crediting gift. Okay, we’re going to take a break. Maria, of course, will stay with us. We’ll continue with the top ten and we’ll do Numbers 1 through 4 when we return. You’re listening to the talking alternative network. Oppcoll 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. 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. Durney welcome back. We’re talking about maria symbols top ten list i got a sense of more live listener love just recently joining us polska, poland, toronto, canada, tokyo and shanghai and taipei in in asia. Welcome, welcome all foreign listeners live listener love. Um, we’re continuing our top ten. Yes, so, maria, i’m going to say, number four zillow, i love to look up friends, houses, i’m zillow, i love zillow. I love to look up friends, houses, i can’t help it. Why don’t you explain what zillow is spelled like a pillow, but with a z? Well, who knew you were such a nosy neighbor? But i can’t help it. Go ahead, tell everybody anyway, says illo, is a great tool that fuse by prospect researches, but it’s, really it was developed for the real estate industry to be able to track sales data as well as where evaluations are currently at. What i like about it is you can get information about where house price wass when the when the home was purchased, you get since general information you don’t know who owns the home, but gosh, you could find out so much other information you’ve got the photo of the home. Typically you have taxes that are paid on the property and generally goes back several years as well. So you could see, you know, the home valuation even over time as well as the taxes over time. So i really like that it’s definitely a stopping off point every time i’m doing prospect research. Okay. Now you would have to have the person’s address in order to use zillow, right? Yes, exactly. So you actually put in a home address, and it will give you all the pertinent data on that on that address. So, you know, real estate is a huge component of doing prospect research. You want to know about their primary residents and any secondary residences that they may own as well. Buy-in again, just her gaining a general level of wealth. Okay, i might have. I was once researching somebody. Tony and i came across data that i actually had to cross check elsewhere. Like i couldn’t believe the results on the two properties that this person owned. They were paying one hundred twenty five thousand dollars in property taxes. Yeah, well, okay, and i can vouch for zillow. It is very robust friends will stop giving me their their home addresses. But i convinced from personal experience a very, very interesting site. Zillow and it’s. Free and free. Yeah, yeah. Oh, yeah. Trust me, it’s free. Um okay, maria. Simple what’s, your number three. Number three on my list. We’ve talked about this resource a lot. It’s linked in on lincoln is a great social networking site, but it’s a great prospect research site as well, as far as i’m concerned, you know, people have profiles up there. It’s clearly marked public profiles. So i definitely like to use the data not only to check on, you know, people’s, employment history, their education and so forth. But also you can mind linked in by using the advanced search feature. Okay? And you can mind it for potential volunteers for potential donors. Um, and, you know, interestingly enough, i had done a, uh, workshop earlier this week, and i was looking for some statistical information that kind of talked about. Well, what are the income levels of people on lincoln? Generally, you know, on average compared to say, facebook and income levels are one hundred nine thousand dollars on average, uh, on lincoln versus twenty five thousand dollars on facebook really that’s very interesting, i thought it was a fascinating statistics, so you know, it really points to the reason why non-profits need to get better about howto leverage this tool, check out their new board connect feature, which will enable you tio have access to more advanced, more teachers on the search on the advanced search page. Then you would under a free account and they will give access to one person in the organization, free access to their talent. Find your tools, they’re calling it board connect. Yes, you, you and i have talked about board necked so listeners could go back. Listen to a previous podcast, andi don’t just remind people how you get to the advanced search, so to get to that particular tab, when you’re on the home page of lincoln up in the right hand corner, you’ll see a search box and to the right of that, you’ll see a link that you can click on called advanced search and that’s what you want to click through because it’s going to come up with again, going back to that earlier example, if you’re looking for men. You know, people making medical devices in a certain community, you can’t get it by income level, but certainly you can, you know, look for people in specific industries with certain titles, maybe having certain keywords in their profiles. So a great way, tio, come up with new list of people to connect to and potentially reach out to. We have to move on. Let’s, go to number two. Wealth engine number two wealth engine. So this is a sea based resource, it’s most people no wealth engine for their screening service, and so they’ll have their their dad based screened in order to be able teo elevator to the top, those prospects they would want to concentrate on again. Here. This is one of those resources that will give you a percentage off if you mentioned the prospect finder llc when you were trying to subscribe to them. Um, i’ll give you ten percent off. Oh, excellent prospect finder. Thanks. Pricing vary. So i really didn’t get a quote on pricing because they have, you know, screening is volume based. Their prospect generators service is volume based on dh. Then you know, they have the subscription fees to their to their actual databases. So again, i’ll put all the details on your page is how they can go about getting the percentage all excellent. Thank you. Prospect finder. Okay, burke, maria’s number one what is it? Number one is google and especially google alert. So a couple things you want to keep in mind with google? Um, certainly, you know, a couple of tips to make your google searching a little bit more effective when you’re researching somebody’s name if you’re researching tony martignetti, make sure you’ve got the name and quote so it’s not finding every web page that has the name tony and every web page that has martignetti so in quotes on let’s say you know everything about tony and his, his, his company and so forth, and you’re much more interested in knowing where tony is active in the nonprofit world. You want to make sure that you have google filter down the search results for you by putting in the word after you put in tony martignetti unquote space and the word site e colon dot org’s so it will return to you on ly the hits where tony’s name is associated with a dot or ge? I also do the same search for a dot edu okay, maria, we have to leave it there. Maria semple is the prospect finder. You can follow her on twitter at maria simple maria, thank you so much. Thank you, tony. Thanks for the top ten by now. Bye next week, amy sample ward she continues our siri’s on engagement in the social networks with get engaged three setting goals for your online engagement. Also, jane takagi and emily chan are legal contributors are going to talk about gift documentation rules? What is supposed to be in your acknowledgements to donors for their two thousand twelve gif ts we’re all over the social networks there’s a good conversation going on in linked in group on the areas that non-profits struggle with most very interesting. Most of the comments are about leadership, so add your comment. What do you think non-profits struggle with most that’s in the linked in group were on facebook? Of course, with that twenty five thousand dollar annual income, i’m i’m bringing the average down could follow me on twitter are hashtag is non-profit radio i’m also on foursquare, let’s, connect there and as i mentioned in tony’s take teo. I would be very grateful if you’d rate and review the show in itunes. Thank you very much for that. Wishing you good luck the way performers do around the world. We’re moving to poland. Poem ania nuke poem ania nuke. Break your legs. The polish want you to break both legs. Not good enough to just break break one leg. They want you, teo, break both legs. So that’s a double. Good luck, it’s. Like saying it twice and i send my thanks. Thanks very much to the polish consulate staff here in new york city for their help with that pronunciation. Thank you very much. And i wonder if that’s why poland joined us. So i’m wishing you for the week. Polonia nuke our creative producer. Hard to believe we have one. But we do. It’s clear. Meyerhoff and sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Thanks. Also to janice taylor for all these excellent, um, entertainers. Good wishes research. Thank you very much, jenise. I hope you’ll be with me. Next friday, one to two p. M eastern for tony martignetti non-profit radio on talking alternative dot com. Andi, think it’ll do you? Good ending. You’re listening to the talking alternate network duitz waiting to get me anything. Take it good! Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am 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 too? He’ll call us now at to one to seven to one eight one eight three that’s two one two 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. 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 friday’s one to two eastern on talking alternative broadcasting 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. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the ivory 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? 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Nonprofit Radio for November 2, 2012: Grow Your Grateful Patient Program & Disaster Relief

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Interviewing Nancy Johnson and Bill McGinley at bbcon 2012
Nancy Johnson & Bill McGinley: Grow Your Grateful Patient Program

Bill McGinley, president and CEO of The Association for Healthcare Philanthropy (AHP) and Nancy Johnson, senior consultant at Target Analytics, sat with me at the bbcon conference to talk about healthcare grateful patient fundraising: why these prospects are critical and very generous; privacy concerns; and, how to start the relationship.

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Disaster Relief

Charities want to help Hurricane Sandy victims. In the rush to help you can’t ignore the rules around private benefit, needs assessment and documentation. You’ll be on the right path with our regular legal contributors Gene Takagi and Emily Chan, from the Nonprofit & Exempt Organizations Law Group.

 


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I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Dahna 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. My thoughts this week, of course, are with everybody affected by sandy up and down the northeast than into western new york, the finger lakes and ohio. My thoughts are with you, i am calling in from north carolina because i couldn’t get back home in time to do the show. So what? We have a show and we’re proceeding, i hope you’re with me last week. Oh, it would hurt me deeply tto learn that you had missed a conversation with janet eggers she’s, a senior vice president of products and marketing for blackbaud at their bb con conference last month, we talked about what’s coming in the non-profit technology market, special considerations for purchasing technology and leadership lessons that she learned from being a triathlete. Also gps global positioning. Scott scott koegler is the editor of non-profit technology news in our technology contributor, we talked about location based services that use the gps technology in your smartphone. Four square, instagram, yelp and facebook places are examples of sites that you can learn from your partner. With to get to know your donors and volunteers better this week grow your grateful patient program bill mcginley, president and ceo of the association for healthcare philanthropy, hp and nancy johnson, senior consultant at target analytics, sat with me at the bb con conference to talk about health care, grateful patient fund-raising why these prospects are critical and very generous privacy concerns and how to start your relationship. Also, disaster relief charities want to help hurricane sandy victims, but in the rush to help, you can’t ignore the rules around private benefit needs assessment and documentation, you’ll be on the right path with our legal contributors, jean takagi and emily chan from the non-profit and exempt organizations law group between the guests on tony’s take two i have a bunch of sandy disaster relief organizations that are doing very good work, and i’ll share some of those. If you’re on twitter, you could be using the hashtag non-profit radio to join the conversation with us. You take a break and when we get back, we’ll go right into grow your grateful patient program stay with me! They didn’t think dick tooting getting dink dink dink dink you’re listening to the talking alternative network waiting to get in. E-giving, you could joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Dafs you’re listening to the talking alternative network. Yeah. Geever. Durney durney welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we’re in maryland, just outside washington, d c my guests are nancy johnson she’s, a senior consultant, target analytics, blackboard company, and bill mcginley, president and ceo association for healthcare philanthropy, both of you. Nancy bill, welcome, thanks for taking time on a busy day. Delighted fundez your seminar topic is best practices for successful healthcare fund-raising strategically grow your grateful patient program. Bill president, ceo of association for health careful answer. I’d like to get the articles right that got you surrounded. Details report. I like the articles. Why is a grateful patient program critical to healthcare? Fund-raising let’s start with basics in health care and our group, particularly those were representing providers, hospitals, medical centers, long term care, hospice and such. The group that is connected that has had an experience that has been touched by the provider is a very important group. They’re very generous, they are involved. They know what the organization is about, what it can provide. So there they are more generous, the average member of the public simply because they’ve had an experience with the institution they know what it’s like they are part of a major part of the family, which is the physicians, the employees, the governance, the executive, the trustees of the hospital, and grateful patients. They represent over fifty five percent of individuals that give healthcare so they’re essential for us and their big givers help me understand why they’re not unapproachable because of privacy laws. Well, they are very approachable, and privacy rules allow the health care provider access to demographic information, so names, addresses of patients are part of what we do internal for our fund-raising is perfectly acceptable. So it’s acceptable for the clinician to share with you development office is that right? Think the physician at the hospital, the nurse, the janitor can refer a name to the foundation for somebody who might be interested to get okay is perfectly acceptable in permissible under the law. And nancy, why don’t we start with some of the tips that you have for growing this very important grateful patient program? Fifty five percent of individual fund-raising to health care’s from these people. How do we get started? Absolutely well, one of the main objectives have to be able to find the people that are. In the hospital immediately so that the foundation can really approach, not approach them for it. I’m coming to say hello, i’m introducing you to the foundation and letting you know that our goal of the foundation is to increase the awareness of what we do to help raise more money. And so what we see is the opportunity to find the best people to make the right gift at the right time, and what we’re doing is identifying with people that are most capable as well as the people that are already connected. How do we start that conversation? Once we’ve identified people, how do we initiate conversation while they’re in the hospital? It’s a quick hello, i want to connect with you now, if you’re already a donor, i’ve been wanting to meet you. You’ve probably been wanting to meet me. We’ve maybe meditate events, we’ve we’re friends, so you would expect me to come by and say hello to you. So these people were starting with the premise that these are people who are already known through the hospital, oftentimes they are ok. Other times you’re a new prospect. A new patient, that’s just came to the hospital and what’s important is to let them understand and know that we have a foundation that will be working with them for the future. Okay, bill, what do you hear from fund-raising professionals in hospitals about making that initial contact? What kinds of responses are our patients willing to talk? Oh, very much so. And when our members are making these visits there rounding and they’re there in the room with a patient, one of the things that are offering to do is they’re they’re our contact for you, anyone that comes into a hospital to have a procedure that is very unique for the individual. It may be a bit routine for some of the providers are member, you know, really steps across that gap, providing for as a resource answering questions, someone they could turn to for communication to make sure that they’re comfortable, what with what they’re receiving and the kinds of things that they’re going to undergo an experience while they’re in the hospital, because it is a foreign land to anybody. Who’s, a patient who’s coming in for russian scary that can be absolutely it’s unknown and while again, it’s very routine for the providers in the sense that they lived there, they worked there. It is a unique experience for any patient is coming. Nancy, i took you on a slight aggression howto make contact once we’ve identified, but what’s your advice around doing the identification. Current patients absolutely. We have a process that is totally automated, so no human hands touching the data way. Use the black boy as blackwater target analytics. Many of our clients use razors edge as their donor management system. So many of their donors are already no one, and we compare they’re the names of the new admits two there database as well as to wealth program, and we’re putting a radio, letting them know the best prospects for major gifts, the best prospects for annual e-giving and that allows them then to make a decision if they should go visit okay, and or put them into an annual solicitation lorts joining and something even better. Yet, if we’re visiting someone that we know that is a major gift donor. And maintaining their interest in the programs and their opportunity to support activities that are beneficial for others in their this is an opportunity for the foundation to reach out to people with them in the hospital. So i look at it is they’re coming to visit you there, there if you don’t reach out and say hello to them after you’ve had a relationship for years, not really good. I want to say at least a hello it’s not going to be a long visit, but i’m reaching out to you. What if it is someone who’s who’s due to the hospital? Not part of the family, not someone you’ve known for years still appropriate, too. Greet them while they’re in the hospital? Absolutely, i believe that most people when they’re in the hospital, they’re experiencing something unique buy-in it may be the first time they’ve known about the hospital, they become part of the health care family there and by reaching out to them they expect it’s, a buffalo here here’s i discount for gift shop or maybe i’m goingto leave the newspaper behind for you. I come in with a friendly face, i’m not bringing in needles. And i’m not taking blood from you and it’s. A quick high. Okay, okay. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. 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 the talking alternative network. Oppcoll durney i found that interesting. What nancy said in the session earlier today was that these people are coming to your home. They’re coming to the hospital are home, they’re coming into our facility. Ten there are any experience you have in the hospital there are there five, ten, fifteen people that air in and out that air touching your life during that process and tohave one focal point that could be helpful that, you know, you could turn to if you’ve got questions or a spot that you can go to a person, you could go to facilitate communication and make sure it’s clear among all these services that are being provided is very much appreciated by patients. That’s what we find so you’re encouraging the fundraiser to ask, act as a resource? Yes, from times they do on dh it’s quite appreciated, as you know. All right. So then, after we’ve identified we’ve initiated contact bill what’s what’s another strategy for growing this program. Well, that’s part of what we were talking about today, there are different levels of grateful freight patient programs at the very basic level, you find that contact that call being made that introduction and it may be sixty or ninety days later where we’re looking at that individual and deciding is this someone we wantto make an appeal to our reach out to bout some program or service that we’re offering where their donation can help someone else? Is it someone who’s contributed in the past or who has the capacity to do more? Do we want to put them way want to put an effort in front of them or an opportunity in front of them as a major donor, where they can make a significant difference because of their contribution to the community and, you know, that’s very basic there others where you’re doing the analysis in the analytics, if you will, you’re assessing wealth management capacity so that when you talk with someone, you develop a relationship, you clarify their interests and also the level of what you believe they can support a particular activity in helping others. Now, nancy, you’ll have to forgive me because i’m going to ask bill about what some advice for hospital may not have reasonscall so there are some way to walk away. I don’t want to have a conversation, but i’m just thinking of our audience is small and midsize charities, and there might be smaller hospital. It doesn’t have reasons aid xero identifying you wanna do it right? Well, i will tell you. Okay, identifying grateful patients. We often look we’ve compared to their database no matter what it is, and so doesn’t have they don’t have to be a razors that juicer. The ideas were helping them identify grateful patients and look into the patients that air there so that they’re contributing to their experience. So it’s a step just that they would have to be a mechanism for sharing the information from from no, i don’t know if it’s missions exclusions. It comes from admissions. Typically it kind of sermon ambitions. And then it’s submitted and and no one really has to touch it. It’s, elektronik lee done. We screen it, and then the results are back within ninety minutes so that the foundation can decide. Okay, who’s the best person to go visit this oversignt bilich and our members are clearly using razors, edges of tools. And one of the best advantages of this as a tool is simply that expands our members capability beyond it. Maybe multiple be able. To multiply the impact, one person can have two, twice a ce much three times as much because it is some of it’s automated but it’s more instantaneous than than operating off of written records comparisons that you’re making relative to wealth management to an individuals in the hospital or who has been discharged is instantaneous, as opposed to trying to make all those connections in your head. So this truly, really expands our members capacity, forgetting to more donors this right on that’s, that’s, invaluable. Okay, well, do you have specific advice for smaller hospitals, health care facilities that whether they’re using razor’s edge or not isn’t an advantage to be a smaller, maybe community hospital? Well, you know, it’s it’s so much like any everything you’ve heard around the world all fund-raising is local, and it is individual in many respects and again razors age is a tool enables that capacity if you don’t have razors, eggs, there are some other alternatives and things you could do all the way back to when i started, when it was, you know, index cards in a shoebox, but it’s, that kind of approach, so there are things in between certainly. Razor’s edge is sophisticated, and really, the value is really an expanding capability. But there are other ways you could do that. Part of it is more manpower, which is hard to get in smaller organizations. Part of it is a process and dedication to that process every day, no matter what the elements are that you put in place so you can make it work. That may not be quite as effective without some of these tools, but it’s still gonna work. Okay, so the smaller community, when i’m familiar with a smaller community hospital, shouldn’t avoid grateful patient program. No, not it all so quickly. If your foundation executive this fund-raising is part of your obligation, your purpose and it’s within the health care community. These are institutionally related foundations to the hospital, right? They’re not out raising money for the you know something else in the community focusedbuyer hospital? Absolutely. Okay, honey. Another area that we all thought blackbaud way want to be able to help all sizes of none. So we eat. Tapestry is a wonderful solution. That is many times used for the smaller community hospital. See tapestries at a cloud based. Is it ok? And so i don’t think we know history tells us we’ve worked together for many, many years that many of the hospitals use razors edge that it like you say some of the smaller, newer hospitals, maybe they don’t need the sophistication, and they have way have a wonderful opportunity for them to use a tapestry let’s talk about some other advice around building back to building this grateful patient program. Nancy what what, what, what what further advice did you give him? Your seven? Well, each hospital is unique. And when they started looking at what makes the program different, it’s getting buy-in from the whole health care community from the top all the way to the to the janitor that’s in the room with someone the foundation needs to be more than the organization of the part of the organization that says, hey, do you want to be, how much are you going to give to the employee program this year? We want to make sure that the foundation is connecting with the nurse is the people that are front line with patients and making sure that we’re hearing you need to stop in and have a visit. Kayman we need to make sure that we’re introducing grateful patient programs that can enhance all the different areas of the hospital so that everyone’s understanding those programs and bringing the community together because really it’s all about the services that were providing to these cubine what’s your advice about getting getting clinicians involved in fund-raising first, they’re busy, my my what i hear and my experience in doing some plant e-giving consulting for hospitals is docks are typically well, i don’t know a good number of doc’s doctors are not willing to partner really with fund-raising with development office for the foundation, what’s your advice for sort of breaking down those walls, i think when you really start involving the whole team and you have a new approach and it may be a totally new approach, you have to think outside of what you have done in the past, health care is we’re having to raise more dollars every year, and when you’re asked to raise more dollars with less, you’ve got to use the right tech what’s what’s into approach help us help the audience understand what what’s one new approach they go to their their doctors by implementing this information so that i can focus within ninety minutes and be able to be next to someone and introducing all the good work we do that makes it takes the guesswork out of it. It allows me to be more focus, and then it also allows doctors to have opportunity to refer people to us and a system in place so that they know as a team we’re working together. Will you have you have advice for breaking down those walls, getting into those characters who are often unwilling it’s, not just the doctors you’re talking about building a culture of philanthropy and awareness throughout throughout the community, right? You do that, you do that. You do that with the orientation, with new and ongoing employees that you have. You do that in the training opportunities with the nurses and with practitioners and such that you’re talking about philanthropy or letting know about the foundation with the physicians, they’re human beings, too. You need to embrace them the way you do others, and there are programs and activities that could be very supportive of areas that they are interested in, either in their specialty orin pieces of equipment. Or things that are going to make their delivery of care much hyre to their patients, so sometimes it has to be very specific for helping them to see what the foundation could do for them if they’re willing. Tto partner and i mentioned that family of donors, the physicians are large portion of that, right it’s not every physician, but it’s, the ones that turn on to see the fact that getting involved this way, and even being philanthropic myself, which, if i do it through plan giving or some other vehicles, can benefit me and directly, you know, that has a meaningful impact on my patients and that’s where doctors focus it’s all about them and their patients seems to me so if we could bring it down to the patient care level, the benefits of working with the foundation, making those clear and one one other element that struck me is that in that culture of philanthropy, what you want to get it too is a point in the overall institution that this isn’t something that’s nice to have. This is something that’s essential that needs to be elevated to the strategic level, the planning of the whole so that the executives on the hospital side are learning to plan for and depend upon and demand that philanthropy be a major part, their business, and what they’re trying to do with it has to come from leadership, right, creating a culture and and we see in our benchmarking service that we do with the standards where you have the ceo of the hospital involved in active way in, you know, signing letters in being president, making some of the calls with you as appropriate, you’re getting a much better result in a much better return on the dollars that are being raised, because donors want to know that there have any impact, and the important people in this business are aware of what they’re doing. And bill, i think we’ve seen that change over the years. The two of us sitting in these seats have watched healthcare philanthropy changed enormously. Wey have to leave it there. Thank you. Nancy johnson, senior consultant with target analytics and bill mcginley, president, ceo association for healthcare philanthropy, thanks very much for being guest. Thank you. You don’t know what you want. Tony martignetti non-profit radio coverage of become twenty twelve. We’ll be back with additional guests. I, you’re here further seconds, stay with us, my thanks to nancy johnson and bill mcginley and all the people at bebe con. It was a pleasure to be there, and i have more interviews from b become twenty twelve coming for you. Right now. We take a break when we return. It’s, tony, take two, and then gene and emily disaster relief. Stay with me. Talking alternative radio twenty four hours a day. 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 lebowitz, 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. 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 ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo 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 very 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 time i was a great place to visit 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 lively conversation, top trends and sound advice. That’s, tony martignetti non-profit radio and i’m janna agger’s, senior vice president, products and marketing from blackbaud. Time now for tony’s steak, too. I have a lot of ways that you can help hurricane sandy victims throughout the country because, of course it was not only the northeast, not only new york, that was that was hurt, but the hurricane then you know, from new york city went into western new york and upstate, into the finger lakes region and then into ohio. So nationally there’s the american red cross. Um, you can donate at red cross dot or gq, or you can text red cross two, nine zero, nine nine, nine, and you’ll be giving ten dollars, to their disaster relief fund, including sandy. Red cross is also looking for volunteers, so if you’re able to volunteer red cross dot or ge is the place feeding, feeding america, they have a lot of food and emergency supplies. Water uh, that they’re e-giving throughout the disaster zone and to donate to them, go to feeding america. Dot org’s save the children is also working to provide relief to families and their children metoo they are at save the children dot or ge craig newmark, who has been a guest on the show twice uh he’s, the founder of craigslist and craigconnects and he’s uh, he’s matching donations up to twenty five thousand dollars for sandy victims and he’s doing that through crowd rise. So to give to that fund-raising dot com flash sandy relief. And when you go there, a picture of craig pops up. If you want to be more local in in new york, there are a lot of blood drives. I read hundreds of blood drives that were canceled because of the hurricane throughout new york state. So now we need blood. And if you want to donate blood in the new york city area it’s, new york sorry. And why blood center dot or ge? If you happen to be a techie in new york, you have tech skills. Um, new york tech meet up and new work city are organizing volunteers that have technology skills to help with relief efforts to help new york area businesses and non-profits get their technology back up and running. For that, you can go to bitterly dot slash hurricane tech volunteers. So that’s, uh, which place is that you can give time or money too, in support of people that are really in need throughout the northeast and a pinto, i said, north northern new york state and ohio, and on my block this week is a post called researcher bias in smelters planned e-giving study. Delta company did a a survey of potential planned e-giving donors. These people, they believe, are potential plan giving donors, but i detail in my in my block that still, the company also makes its money in large part bye selling print materials, direct mail materials, no website and consulting services for for outreach. So to me, it’s in there, broad corporate interests to have a bigger base of, of playing, giving prospects than we traditionally have had, and that, to me, creates conflict. They want to sell their services, and they’re encouraging charities to look beyond the what’s. Been the traditional prospect pools in terms of age and boiled e-giving history, and that i detail at on the block again. The post is called researcher bias in altars. Planned e-giving survey and my blog’s is that tony martignetti dot com that is tony, take two for friday, november two forty six show of the year with me now jean and emily. Jean emily, are you there? Hi, tony. This is jean and least beside me, but it’s going to be me alone today. And we hope that you and your family and all your loved ones are doing well. Our thoughts and prayers for everybody affected by the hurricane. Thank thank you very much, jane. I know you’re familiar with natural disasters being in the san francisco area. Yeah, we certainly did. Emily is there she’s just holding your hand or what? You’re not going to die. She pretty much is holding my hand and promising, tell me what to say. Okay, of course. Jean takagi and emily chan, they’re firm is the non-profit and exempt organizations law group neo-sage which you’ll find at attorney for non-profits dot com and jean jean’s blawg is gene. I don’t have it in front of me because i’m remote right now. Remind people what you’re what you’re bloggers, please. Sure. It’s just the non-profit lob log non-profit law blawg dot com and emily is the contributor to that as well. Um, so we’re talking about disaster relief, obviously timely. If a charity wants to do something, they’re so moved, maybe they’re in of a neighborhood that was that’s affected or whether they are or not. Can they just start, eh? Sandy disaster relief fund that’s a great question, tony, and, you know, charities are often the centres of their communities, especially in small communities and it’s really great to see communities pull together and non-profits wanting to help, but sometimes the non-profits mission is not aligned, oh are consistent with providing disaster relief. They might be in existence for doing some others types of services, but that doesn’t mean that they can’t help, but it does mean that they may have to take some steps before they help, and one of the things that they need to do is they need to change their mission. So they’ve got to make sure that on their website, on their marketing materials, and particularly if they’ve got a mission statement in their articles of incorporation or their by-laws to change that, to expand it, to be being able to provide those disaster relief services that they want to provide for pete’s sake. So if i want to do something, i can’t just do it the next morning, i have to look at my articles of incorporation first, yeah, you’ve got to get that board together and take a in an emergency action txtgive that that mission statement to the extent that it is constrained by your articles, so you’ve gotta operate consistent with your governing documents. So you’ve got to change those if there is that statement in there, that’s one of the reasons why we like to make sure that the articles purpose statement, they called a certificate of inc in new york, it’s not so specific that you can’t uh, uh, let your organization of all take on things like this in the future and then a tip for revisiting your mission statement for all non-profits so is there a phrase that is safe that is brought enough that you recommend it doesn’t have to say hurricane relief, right? Absolutely. So you can say we’re providing charitable services in whatever area you want to focus on on dh leave, it is broadly is that in your articles, and then you could define it more specifically on your website and on marketing materials like grant applications, but when you decide to engage in a new activity like disaster relief, and that really goes outside of what you’re doing. Perhaps you were providing music education, you know, when you really go outside of that pounds, you’ve got to make sure that you don’t use prior donors funds, which were dedicated towards music education in our example. But you’re using nufer funds once you’ve changed your mission statement to engage in that disaster relief activity. Okay, onda of course, once you start collecting funds for a certain purpose, then you have to use them for that purpose. That’s correct. You can’t then if if the if the disaster is is overcome, you can’t switch your funds back to music, right? So the money that you resent you raised for disaster relief, you’ve gotta make sure that they’re focused on that. And we had some issues with that after nine eleven. And so are some other duvette actors where organizations felt that they had expended enough money in that area and wanted divert the rest of the money into other areas beyond that could be a real danger. All right. Is emily passing you notes right now? She always passes me notice. Okay. Okay. Stop it, emily. Genes genes good on his own. He knows what he’s doing. Okay, so once you then expand the mission statement, if you need to, you also have to inform the irs. Is that right? Yeah, although you don’t have to do that right away. So you can engage in the disaster relief activities, which usually you’ve got to do pretty quickly. But you can report the change in your activities and the change in your mission to the irs when you finally form nine, ninety for the year in which you changed those activities. So for example, you wouldn’t have to file if you were going, you know, finally for two thousand twelve until may two thousand thirteen. Okay, okay. That doesn’t have to be immediate. I just realized i neglected to send live listener love during tony. Take two. And we have a lot of listeners abroad. Tokyo, taipei in taiwan and yung yung in korea and send gen china welcome live listening love to all those foreign countries and also to philadelphia, which is not quite as far into me. I live in new york, but philadelphia’s not quite as far in as those other. Cities, um, pardon me for that, but jean but i have to send my listeners love. Sorry, uh, that’s great. All right, so once so, then once you have expanded your mission statement, if necessary, then is there any limit to what kinds of relief you can provide? Well, there are so you’re still restricted by what we described on our last couple shows private benefit issues. Oh, man, private benefit again? Yeah. You know, charities exists to provide a public benefit, and they can’t be operated to promote private interests. So you’ve got to be careful. So we can’t give a million bucks away. Teo, somebody who was barely hurt by the hurricane that would that would not be appropriate. You’ve also got to be worried about conflicts of interest so forgiving to board members or toe officers of the organization and not in an objective matter, not as part of a charitable class of individuals affected or with preferential treatment to those insiders. That would be wrong, but we certainly can provide funds, services or good ensure that victims have basic necessities like food and clothing and housing and medical assistance and things like that. What can you define a class of people that you want to help. Yeah, i mean that’s, something you should do. So you should say, you know, this is good for business and not only legal reasons, but are we just going to help anybody affected by the hurricane? Are we goingto, you know, really look at financial need? Are we going toe not look a financial need, and we don’t have to. We learned after nine eleven that we can even help communities that don’t have financial disadvantages, but that were hurt badly by the hurricane and or any disaster and weaken give emergency relief so emergency relief services can be given without a needs assessment. Otherwise we want to determine what type of needs we’re looking for. Is it financial need? Is it medical? Need it, you know, for disabled individuals within a given area? Are we goingto limited geographically all sorts of things that we need to target our mission towards? And then when we get this whole pool of charitable class members that want our attention, we have to figure out what type of resources we have and how we decide who to give it to the needs assessment. Is something that’s required or it’s just very smart to do well, it’s it’s really required if you’re going to be required to go the scorning assistance yeah, it’s not so required if you’re just providing emergency assistance. So for giving out blankets and food and shelter in the next couple weeks for the hurricane victims. There’s no needs assessment required for that, you know, it’s pretty obvious who’s in need. Okay, but if we’re gonna be e-giving ongoing, you know, rental assistance payments and that’s going to last for several, several months past the hurricane, then we’re going to think about why are we just giving it to a select few individuals? And how did we choose them? We’ve got has some objective in good faith criteria there. What about helping businesses? We’ve been talking about people. Yeah, that’s actually possible, and some people, you know, don’t realize that that’s possible, but sometimes business owners are financially needy, and that would be okay to provide businesses in that case and otherwise they might be distressed or or to come back community deterioration or lessen the burden of government. And we’ve seen, you know, from the west coast we’ve seen the photos of some of the the impact of the hurricane on the seaboard, especially, and those air communities where, you know they’re not going to recover unless their businesses recover their small businesses. And the small business owners need assistance to get back in there. Otherwise, the community is not going to get back. And so that’s a case where non-profits can actually provide assistance, the businesses as well. Okay, but go and going back to people. We can’t define a class of people that, uh, illegal in or, you know, impermissible in other circumstances just because we happen to know that they were particularly burdened by whatever the, whatever, whatever the disaster is. Oppcoll well, i mean, you could certainly define your class how you want it. But it’s got to be again, pretty objective. So that you’re not, you know, favoring people who either don’t really have a need or favoring insiders of the charity over others. Okay. We can’t target this too specific individuals, but we can certainly say community’s, though, right? Yeah, and it could be a small neighbourhood community that you’re targeting that was especially impacted or where the charity is an existence and it’s kind of the hub of that community, or or we could have more expansive criteria. Okay? Bonem now, so the people need to fit into the the people you’re helping need to fit into that terrible class. As he said, um, a little more about conflict, potential, conflicts of interest? Sure, well, you know, if you’ve got a board of directors of a charity of charities should have and they’re determining who’s going to get aid from the charity, we certainly don’t want them to benefit themselves, though there others, even if they’ve been affected by the disaster, they might be able, teo, be eligible to be considered among the charitable class of individuals and so they might get some benefit, but it would be incidental, and they should certainly not be making decisions on benefiting themselves. They would have to abstain if they’re part of that charitable class on who to pick that will receive help. I mean it. Would be nice if charity’s could give help everybody, but obviously resource is air limited, so they’ve got a decide who’s most impacted or who they want to help the most in line with their mission. And board members and officers of the organization have to really be careful because they’re in power positions of making those types of decisions that that’s the conflict of interest issue. And sometimes when you have outsiders who are part of the selection committee, you know that can create more trust if you get community leaders who are not on the board but involved in selecting who might be able to receive relief that might give some, you know, assurance to the community that they’re not going to only benefit themselves the board of the charity, that is, but it also creates additional conflicts of interest so that we make sure that those people aren’t benefiting themselves, thie outside selection committee members or their families or their business partners or route, you know, and, you know, business relations. So we just have to be careful about those things i see and that’s consistent what we’ve talked about in the past. That’s absolutely right, we have just a minute before break gene it. Would it be permissible for a charity to say that the charitable class they want to help volunteers to that charity? People who have been volunteering with them in the past? Yes, longest that’s a signature una, significantly large enough and indefinite class of individuals it’s going to be okay. So if we’ve got, you know, one hundred volunteers and we’re open to taking more volunteers and we’re going to help our volunteers that’s going to be okay, especially if they if they, you know again, not preferentially board members and officers of the organizations who are volunteers. Okay, but if it’s too small a classic like five people who are volunteers, we can’t sir, you know that just those five people is a charitable class that would be impermissible private benefit. All right, we’re going to take a break team takagi stays with us. We’ll keep talking about disaster relief, and i hope you do, too. Talking. 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Got more live listener love to salt lake city and moscow and dallas, texas also south bend, indiana thanks for joining us live listener love to all those cities, jean what if you collect more money than there is need? Now you’ve you’ve said, you’re specifically collecting it for this purpose. It’s not needed anymore. What do you do? Yeah, that’s really tricky tony so one of the things that’s kinda boyd that situation. So you want to be careful when you read to find your mission? The only way that happens is usually when you defined your charitable class so small that you know you, you raised enough money to help them out through the air. Emergencies on dh you’ve decided you’ve got extra money left at that point, you’ve gotta operate as close as you can t to the charitable purpose for which those monies were collected, donors typically don’t have a right to get that money back, so, you know, you could go to court, and we figure out what to do with that extra money and people could bring you into court, too, to decide what to do with that. That happened with nine eleven i don’t want that to happen, so be very careful of that. You can usually find your way around it as long as you haven’t made your mission and your charitable class so so tiny and specific that that that it becomes a knish you later? Okay, but what do you do with the money? Well, you’re going to use it for close to that mission is possible, and if it’s if it’s really outside of that, then you’re gonna have to go to court and get them tio follow through an approved where that money is going to go and it’s called a sight prey issue. But i didn’t want to get into jargon jail, but i suppose they just have so i pray i like i like how that spell right? See why pr ess, isn’t it? That’s your sigh, pray okay, go ahead, go ahead, tell us, what’s, i pray is show off. Well, i pray it is, of course, latin and lawyers like to use it to impress other people on dh when i literally mean like you’re doing right now, james, i think it is near it’s possible or as near as i may be possible. And i think it’s latin. It may also actually be french coming from the old french language. So it’s often used where people have designated their gifts their charitable gift to certain purposes, and that purpose is no longer required or becomes impossible to fulfill. So that might be, for example, the eradication of polio which the march of dimes had encountered early on. And they needed to change their mission. Later they decided to otherwise polio had, you know, essentially been eradicated with jonas salk back scene on dh. They changed to birth defects. So i pray, is a very common doctrine used when charitable purposes have been completed or impossible to complete further. That sounds like a lot of trouble. Could we give the money that’s excess to another charity that does the type of work that we had raised the money for? Yes, certainly. If they can, if they can, if they khun do those type of activities and we no longer can then that that certainly is permissible. So long, focal donor’s intent and what the charity had said the money would be used for is still used for those purposes, you know. Okay, so there’s a dozen easier way out than going to court. All right, right. So long it again. You didn’t pick such a fine mission that nobody nobody else could do it either. Yeah. All right. We have just about two minutes before we have to go. Uh, let’s say a little more about documentation. We talked about the articles of incorporation amending those and we talked about the nine, ninety in that year. What else is required? Well, you know, what you should be requiring is the type of assistance that you provided, whether it be financial assistance or in-kind good blankets, food, housing, whatever the costs associated to the charity with providing that assistance, the purpose of why you’re giving that assistance and why you’re giving it to those individuals that are receiving the assistance over others. If the board was not making those determinations about who gets and who doesn’t get on dh, there was some selection committee. How did you choose that selection committee? On what criteria did they use for dispersing the aid you want? Also document the names and the addresses of the river citians of the financial aid that you’ve given or significant non financial. Aid given again, this wouldn’t be necessary for emergency relief, or you’re just giving food and shelter and blankets and things. But if it’s ongoing gauge, you wanted to make sure you know who those recipients are and you want to disclose that either there was no relationship between the recipients of aids and an insider, a director officer or substantial contributor to the organization our thirty document that i have one last thing, tony, make sure donors don’t hey don’t earmark their donations towards specific individuals that’s not allowed, so i can’t give a gift and say give it to my uncle, who got affected by the hurricane that we’re not allowed fifteen seconds. Where do we document all this is just inboard mitts you khun documented in board minutes or any sort of organizational document that you you hold and that the organization can attest it is the policy or the practice of the organization. Jean takagi, his firm is non-profit and exempt organizations law group in san francisco and you’ll find him at non-profit law blawg. Thank you very much, jane. Thanks, tony. My thanks. Also to regina walton, live listener love going tow her in san francisco and she also very helpful in compiling the list of agencies that i had for tony’s take to regina, thank you very much. I have a new fund-raising fundamentals podcast out with the chronicle of philanthropy, it is how to recruit and motivate volunteers for your events. You’ll find it on the chronicle website, and you’ll also find fund-raising fundamentals on itunes next week. Career advice for your entry level and junior employees jonathan lewis produces career advice videos with leaders in non-profit social change uh, he his video interviews are free and they’re short, and i think they’re valuable as you lied and mentor twentysomethings who want to make a difference in the world, he and i are going to listen to, and he’ll comment on a couple of clips. One is called mentoring for dummies, and another one is called shut the hell up and also next week, maria semple returns our prospect research contributor and the prospect finder has resource is for researching privately held companies. You know, she always has a ton of free and low cost sites and ideas, and next week will be no exception. You can find us on linkedin reveling in group you can offer ideas for the shows and continue the conversation with guests on linkedin. We’re on facebook, you know that i haven’t said it recently, but that’s because you already know it. You can listen to non-profit radio, live or archives. The archive is on itunes at non-profit radio dot net on twitter you can follow me, use the show’s hashtag non-profit radio and you can also follow me on foursquare we can connect there wishing you good luck the way performers do around the world. We have left estonia, estonia is behind us so from estonia go west across the baltic sea and you land in sweden where they lightly kick performers in the bud before they go onstage. No hands allowed on ly a kick, please and when they’re doing it, they will say, breathe at the bend freak at ben, which means break a bone so i guess sweet don’t have femurs and to be his invidious, so just break any bone in your body is fine. You don’t have to be specific to the leg, so i’m wishing you breed at ben. Our creative producer is claire meyerhoff. I’m leaving, which is our line. Producer assistant producer janice taylor is sending me text telling me when the time is coming up. Thank you very much, general shows social media’s, by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on so speaks been radio. 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 lebowitz, 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. Dahna 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 athlete 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 to two 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 needs 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 answer. Talking dot com.

Nonprofit Radio for October 12, 2012: End-Of-Year Campaign Coordination & Compensation Clarity

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Chris Coletta, John Murphy, Karen J. Collins and me at BBCon 2012
John Murphy, Karen J. Collins and Chris Coletta: End-Of-Year Campaign Coordination

John Murphy, CEO of Zuri Group, Karen J. Collins, Zuri’s technical strategy consultant and Chris Coletta, social media coordinator for Conservation International, were my guests at Blackbaud’s bbcon conference earlier this month. They have strategies to boost your end-of-year campaign with planning; branding; leadership; and creativity. Now’s the time!

 

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Compensation Clarity

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO) answer these questions. How do you determine what’s reasonable compensation for executives? What happens if comp is excessive? What’s the automatic penalty that kicks in if you don’t disclose benefits? Plus, we’ll do a board role play. Let’s see who chairs the meeting.

 


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If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Durney 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, thanks very much for being with me this week. Um, i’m dedicating my show this week. Tio my dear friend dave, who i know has been suffering from depression for many years. And i just learned this morning that he took his own life and it’s very sad. I’ve never dedicated a show to anyone, but this one is for dave in north carolina. He leaves ah, beautiful wife kathleen and their teenage son. And this show is for him this week. It’s going to be the end of your campaign coordination. John murphy is the ceo of zuri group. Karen collins is zuri groups technical strategy consultant and chris colletta, social media coordinator for conservation international. There were my guests that blackboards bb gun conference earlier this month. They have strategies to boost your end of your campaign with planning, branding, leadership and creativity. Now is the time it’s the fourth quarter and also compensation clarity how do you determine what’s reasonable compensation for your executives? What happens of compensation is excessive what’s that automatic penalty that kicks in if you don’t disclose benefits. Plus, we’re going to a board role play let’s. See who ends up chairing that meeting between the guests on take teo tony’s, take to the value of a quest on i give a hungry man pastries on the subway, and it got me thinking, are you on twitter while you’re listening? You can use hashtag non-profit radio to join the conversation with us right now, we’ll take a commercial. When we return, it’ll be directly into my bb con interview on campaign coordinate end of year campaign coordination. Please stay with me, it helps to feel you out there today, didn’t didn’t, didn’t dick tooting good ending? You’re listening to the talking alternative network, waiting to get in. E-giving duitz joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Sametz durney welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve were outside washington, d c at the gaylord convention center and my guests now are karen yeager collins, john murphy and chris colletta. Karen is technical strategy consultant for zuri group that actually seated next to karen is chris coletta he’s social media coordinator, conservation international and at the end is john murphy, ceo of group. Please. Chris, why don’t you acquaint listeners with what conservation international workers? Thanks. Yeah, conservation international is, as the name implies, an international non-profit conservation organisation, we work in about forty different countries. Our mission is to protect nature for the benefit of people human well being a sort of at the heart of what c i does so, you know, protecting forests because they help us by climate change or protecting our oceans because they give us fish and, you know, products and things of that nature. So that’s what it’s all about what’s the annual budget there roughly about hundred million dollars? And if i’m wrong on that, you know, guide star will slap me down, but i think that’s about right, but nobody listens to this show way. John john murphy, what lies would you like to tell about the missouri what’s, the work they’re xero groups in online technology agency focusing on non-profit success? We’ve been partners with blackbaud for five years and worked with primarily with their customers, helping them be successful and filling gaps in their organizational. Okay, karen, what your seminar topic for the three of you was taking your end of your campaign outside the box is very timely. We’re in getting of the fourth quarter what’s, the what’s, the first piece, but i see you have for building the end of your campaign. What we’re trying to promote is that a lot of people have their end of your campaign one more begging them to plan for their end of your campaign as opposed to coming up on november first and not actually having a plan to go out to the biggest part about it is making that plan the other thing we’re what should we want to start that? Well, when did when did you start your campaign planning way? Started our campaign plan for this year at weeks ago, and it is today, october. Once we’re taping, you started planning. Just just a few weeks ago. I mean, you know, probably the beginning of august is when we sort of sat down as a group in earnest and really went for it, you know, maybe even earlier would be optimal if you have the time. You know, not everyone does, but certainly, you know, by, you know, this time of year, hopefully you’re pretty well along. If not, you know it’s. Ok, there’s still time you could do last there’s definitely things that you could do now, and you’ll be okay. But it’s going to move on so that’s, what we’re trying to promote is that planning and to plan early and then the outside of the box thing is, what can you do, teo to make sure that people choose to donate to you because you’re going to be inundated, everybody has an end of your campaign. So how to think outside the box to get you noticed. And then ultimately to cultivate that donor to your organisation as opposed to all the other ones that air filling their end boxes or filling their social media, new speeds and things like that. Okay, john, beyond you have the plan. But how do we start? Get some of these outcomes that karen is talking about executing the plan? Obviously so if you have to plan and most organizations start their plan, hopefully after last year, so january february rolls around and you’re starting to look, then what you’re gonna do that holiday season? And then you start implementing the plan. It usually kicks off right in the beginning of november, so organizations that look at holiday fund-raising you’re looking pretty much november one through december thirty one so that it could include black friday type e mails all the way through urine tax giving. All right, so what are some of the elements of this plan since the planet is so important? John it’s, it’s really a planning calendar so you you really start with a planning calendar, and you look at your database and you’re looking at how you’re approaching all of your constituents so you addressing them with direct mail or you’re addressing them with email, address them with phone calls or some type of event for a holiday season and that calendar than usually across all the organization we’re seeing organizations taking there, direct marketing efforts and putting him under a single point of focus so that they don’t get multiple people overlapping and spending extra resource is and during the time okay, chris, what’s up. How is some of this playing out of conservation international? How are you doing some of the things that john well, john, especially john is talking no, you’ve already done your planning. How does this work? What? John’s talking about working at cia? Great. Well, certainly, you know, i sort of want to stress that, you know, and are talking talked a lot about what? See i did last year. We work, you know, intensely was very group, you know, on some various things, one of the first things that we did is we actually built a map where people could go online and, you know, sort of show their support for conservation and not just show their support, but actually say why conservation matters to them. And, you know, sort of that was i like that because was very on brand is we need a teacher, and you’re going to tell us why and by the way, when you do that, of course, we’re also going to get your name. Andrew email address and your interests because you’ve told us why you care about nature and your twitter handle if you decided to post it. So making my life is a social media coordinator really great, because now i can go and i can, you know, match some of those folks with their twitter handles personally thank them, get them on board and hopefully start a relationship that you know eventually if they get enough content from us if they get enough good stuff, wait until the relationship so they become a donor just let’s just pursue that altum or whether it has to do with end of your campaign or not building from i do twitter relationship you get it, you get a handle, you have the information that you just you just described about a person, their interests. How do you take that relationship beyond twitter? Well, so social media in general, i sort of think of it as you know, you’re getting someone to say that they’re interested in you, whether they follow you on twitter, you know, like you on facebook follow-up board on pinterest reno look at your photos on instagram, whatever you know, it’s sort of platform agnostic. Whatever it is, they’re there because they have signaled that interest. Falik so, you know, then you had to ask someone out on a date they signal their interests. You actually, you know, start sending things about your organization. Um, and hopefully if you are giving them relevant content, what they care about, not what you think they need to know, but what you no, that they care about, because you’ve done your research and you’ve done your hopefully, you know, either, you know, ask people what they care about. You done focus groups, you know, in some other way, you know, following sort of best practices research ends, they get interested, then you can ask them, hey, you know, have you signed up for cia’s newsletter? You know, some of them will sign that perseus knew slater six months, they’ll get six newsletters and some, you know, start to get campaign e mails and they get enough campaign e mails and they like what they hear, then they’re going to make a donation, it’s all about getting your foot in the door with a person and then, you know, treating them, you know, sort of. In a very human, you know, personal way. Talking alternative radio twenty four hours a day. 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. Dahna 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, join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio broke in the ivory tower. We’ll discuss what you’re born, you society, politics, business, 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. Sure you’re 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 e every time i was 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 karen, you want to say more about that? Not you nodding off a lot. You want to add to it? Absolutely, absolutely so what kristen has done with that math, it was called connect for conservation is what we did for that pretty campaign for them last year. Not only did they get their twitter handles, but they also got like he was saying to expand upon what the conservation connection was, there was options for health, there was options for climate, there was options for, you know, all different types of connections, and so what chris was able to do and what he was speaking on is now we know that not only they’re interested in conservation organisations, but they’re also interested specifically in climate, so therefore that was how chris was able to personally thank them on twitter, but then now we know that climate is their main concern, so the way that you cultivate and as chris a date that constituent and turned them into a donor is to listen to what that that attraction is to the organization and continue to hit on those spots so that then all of a sudden they realize that they’re not just somebody that has pockets that they could give two, but there’s somebody that you care about and you want to educate and therefore that makes them i want to better your organization and better your mission and that’s, what we’re trying to do here is not just continue bringing people in tow us, but to better our mission and to solve our mission and that’s how you do it through those touchpoint of social media, okay, and let’s, bring this back to the end of your campaign. What would we then do specifically with that person? We’ve given the information that we know? Absolutely so with the end of your campaign. What were stressing with that social media point is if you have somebody that you’re reaching out to via social media, you need to make sure that they know when you touch them and other organization or other outlets that they know that it’s for the same campaign, so the branding around that is really important. So if your hashtag in twitter is going to a certain level of detail than that needs to also follow through on facebook and the facebook brandy needs to follow the branding that you have in your e mails and your email, brandon needs to be on the landing page or the donate page that you have on your website. So we’re really trying to make sure people understand that it’s not just sending them to donate form. That’s been on your site for eleven months, it’s sending them to donate form that’s branded towards what your campaign is, regardless of whether it’s end of year or not, so that you can really bring them in and let them know that everything you’re doing is targeted towards something, whether it’s an end of your campaign or whether it’s a campaign to save the ocean, you know, so that’s, really where that planning comes in place is well, is that you make sure that all of your touchpoint are branded towards what you’re trying to do. John wants a lot more about the importance of brandon as it relates to the end of your campaigning or not just important co-branding friend of yours cause in general, or just, well, certainly toward fund-raising gold. I think when you brand mean, so if you’re branding this pacific campaign and then you bring your it’s really to attract a new face or in this case, it was more online people, right? So you’re trying to grow your list through these different types of brands and appealing to people where, what, what strikes them and what’s going to make them react to you so that you can then go on and foster that relationship going forward? Okay, so i think one of the things that conservation international did well last years, they thought of a brand that spoke their mission, so it was people need nature to thrive. And so that was the brand that that was underneath conservation international for their end of your campaign, which was so fantastic because it spoke their mission, but then it also gave them away toe brand the unique pieces that were connected to the end of your campaign to a smaller micro campaign that was still a part of the entire organizations goal and mission overall. And so they picked something, and then that theme carried through all of their channels so that people knew that when they were getting something that said people need nature to thrive when they hit the website. It also said people need nature to thrive, and they were able to kind of carry on that slogan throughout all channels so that they could whenever they had a touchpoint or whenever somebody interacted with conservation international, it’s stayed on that campaign and gave them a really fresh look without stepping away from their brand. John, it sounds to me like leadership is critical in this because we’re talking about talk about different departments working together exact about them were going to your heart striking to the heart of the mission. Yes, and you have me on that and leadership non-profits is sometimes very like a university where you have siloed leadership. Will you have different organizations that are responsible for certain budgets, and sometimes they don’t play nice with each other and you can see organizations where they do have overlapped, so have a unified front within an organization where there are looking too a goal going forward for this type of campaign is very important. So it’s gotta come from the top. Yeah, and that’s the way it using the right it’s just it’s the top saying here’s, your number, meet your number but it’s really usually two or three levels below the top where it actually gets implemented, where the plan actually gets put into place and that person is unifying the team to get the results, and so the top is sort of they want and number and when they don’t need it in there, you know, there’s things to pay, but you know that that is a struggle that we see quite often in non-profits so weii deserved you try to help also bringing that together, bringing fresh ideas, bringing the best practices that we’re seeing from the hundreds of clients that were working with that have the year and campaigns, and then helping them get through those hurdles and get through those home. Oppcoll yeah, i was just going to say that, you know, this sort of two conversations that were having, you know, about branding and about, you know, leadership in the case of conservation international, specifically last year’s you’re in campaign or sort of one of the same, um, you know, having a brand, a strong brand is important for any organization, whether you know is for-profit or non-profit or, you know, just a kid with a lemonade stand, you know, on the side of the street and so, you know, we really try and cultivate that twelve months out of the year, and people need nature to thrive is actually sort of cia’s tagline, you know, we sort of adopted it, and so when it came time to, you know, do a year and campaign, you don’t have to reinvent the wheel like we literally just made our tagline the theme of our year in campaign, and then we put it on everything because that’s, what we do and that’s what we believe and so, you know, this sort of leadership approved idea, you know, sort of the core see i’m messaging is what we call it, you know, internally, you just have to tweak it a little bit and, you know, use it to fund design things and, you know, make sure it sort of has a visually consistent identity and that you’re telling compelling stories and all of a sudden you have yourself a year and campaign and the thing that i like about that is that when if you do have that trouble of siloed if you do have a campaign that has a specific theme, even if your direct mail team is on a completely different side of the building or is, you know, not even in the same office building as your media team, then because you have that common theme, even if you are silent and you’re working through those blocks that you’re trying to break through, if you have that common theme that gets hit onto your direct mail piece or gets put onto your social media board or gets set up on your donation form all of a sudden least it looks upon appearance that you are branded and cohesive, even if, on the back end you’re working with suri group or working with somebody else. Teo, get that strategy together so that all of those silos are speaking to each other. Karen, what else should we be saying about bring it back to end of your campaigns that we haven’t talked about yet? One of the things that we’re trying to do so that the title of the talk is thinking outside the box so we’re trying to get people to look at what they’re doing now. And maybe do something a little creative, so we’re going to talk about a couple of organizations, especially conservation, international and all they did something unique that helped them stand apart from all of the other organizations that are going to be fighting for the same donor’s because you, you know, there’s only so many people out in the world, i know we have over seven billion, but of those you are going to be fighting with organizations, not just the same ones of your mission, but just all organizations for those donors and there’s only so many dollars out there, and you want to win as many as possible for you. So what can you do to be unique? And so we’re going to give some ideas, and then our hope during the session is to get people to brainstorm together so that maybe they leave the this session with that one piece that’s going to make them creative. Are there more ideas that we haven’t talked about yet that you plan to share tomorrow? Absolutely. Well, okay, well, who wants to wants to throw another one out? I’ll go ahead, since you know we’re going to be talking. About some of our stuff, you know, just one of the things that we did, everyone has a light box at the end of the year, you know, you get a gun organization’s website and it pops up and you know, it says either you donate or, you know, you know, take this, you know, activist direction latto light boxes, okay, yeah, yeah, sure, let’s back-up said so i don’t have to explain why rebecca, because on tony martignetti non-profit radio, we have drug in jail, i am in charge in jail. The youngest may be the youngest, i’m not sure, but wait to have anybody drug so quick, quick parole, if you’ll explain what a light boxes so i will exercise my get out of jail free card and say that a light box, if you, you know, let’s, think of it it’s, like, sort of a non annoying pop up if you go to a website, if you go to most non-profit websites, i suspect you’ll see some right now as they’re getting ready for the end of your campaign, you know, will pop up sort of, you know, transparently, you know, over the main page and it will have, you know, a message, you know, and that message might be donated. Might be please take this action, you know, like save the whales cia doesn’t really do save the well stuff. I don’t know, i said that, but it just sort of came to mind what all of whales and you connects out of it and just go to the main site, okay? So you’ll see a lot of that a year and, you know, because we’re trying to get folks attention right off, you know, we don’t want them coming to our website and, you know, doing other things, you want him paying attention. John has something that was going to say a light box is a very good year at strategy. I mean, as far as gathering email addresses and growing your list prior to your end, to give you new people to connect with as part of your plan, lightbox has been very successful. Okay? Okay. Good christmas. Yes. So i’ll be quick. So it’s, you know, sort of a china tree strategy using light box. What we did is, you know, we had designed for us a light box where it was sort of tiled photos of both people and, you know, biodiversity, species, animals, and they literally started disappearing when you came to our site, you know, it said, i believe ignore them and they’ll go away that is using sort of an old classic and just putting a little bit of a creative twist on it, and that was an extremely successful both, you know, acquisition and fund-raising tool for us because it’s so emotionally powerful over northern, they’ll go away and, you know, just little things like that is what we want to really stress, you know, what our panel is? It doesn’t have to necessarily be something crazy, you know, you don’t need but with a clown, you know, sort of running all over your fund-raising marketing who knows things just i need, you know, some clever ideas that air on brand that, you know, sort of expand on, you know, best practices, you know, that the industry that you know you’ll get to hear, you know, places like we begun, okay, john, you want to wrap up, we just have a minute or so because you have to you have to depart shortly, so i’ll give you i’ll give you the parting words around end of your campaign. I think if you don’t have an end of your campaign, you need one and you need to plan and execute it, and the creative strategies are are sort of our this sizzle to the steak, right? So you need to do the creative strategy to drive and grow your grow your campaign’s awareness and get people more excited. And in this case, there last year is very successful, and i think it tapped into a different audience and your standard non-profit donating audience and i think also serbia murder is part of your campaign is you don’t necessarily only have to ask for money, you can ask for people to volunteer and participate in your organization in other ways as well. That was john murphy he’s, ceo of zurich group on seated next to him is chris coletta, social media coordinator, conservation international and next to me is karen collins, technical strategy consultant for the jury group or thank all fever for being guests. Thanks very much. Real pleasure. Thank you. Tony martignetti non-profit radio coverage of pecan twenty twelve my thanks to everybody at b become earlier this month got live, listener love going out san francisco. I think i know who they are. You better be calling in shortly. Carpinteria, california, or carpinteria, california. Welcome, charleston, south carolina, and new bern, north carolina, which makes me think of my dear friend dave, also arlington, virginia. We got the coasts covered, west and east live, listener love out to all those folks. Right now. We take a break when we come back, time for tony’s, take two, and then our regular legal consultants, gene and emily, join us to talk about compensation. Clarity. Stay with me. Talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. 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. You’re listening to the talking alternative network. Oppcoll lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. I got more live listener love going out. Tokyo, japan. Welcome. Welcome back took it was frequent listener welcome back. Tokyo tony’s take to my block this week is the value of a cross on on the subway. I gave a hungry man some a bag of pastries that i had bought for a client. Teo cut up and, you know, putting their kitchen for them tio tohave during the day. And when he asked me if i have anything that that he could eat, i looked at the bag and i realized that it would i mean a lot more to him than it would to my client. So i gave him the bag of pastries, and and he enjoyed it. And it was it was actually it was very touching. He afterwards, ah, he looked over his shoulder and gave me, gave me a thumbs up, and i gave him a a wink back and what? It reminded me of his how much i have and how much a tiny, tiny fraction of what i have would mean to so many people who have so much less than what i have and trying to be more conscious of. That because there is there’s no there’s abundance in my life and it’s easy to take it for granted. And that subway episode ahh brought me back. T recognizing how fortunate i am tryingto stay conscious of that more often and there’s a little more on that, my blogged the post is the value of a quash sewn on my block. Is that tony martignetti dot com that is tony’s take two for friday, the twelfth of october and the forty third show of the year. Right now we have jean takagi and emily chan on the line. We have them, don’t we both excellent. Jean is principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular blawg at non-profit law block, dot com and he’s at g tak gt a k on twitter. Emily chan is an attorney at d’oh and she’s, principal contributor to the non-profit lob log she’s the american bar association’s twenty twelve outstanding young non-profit lawyer and you can follow emily at emily chan at emily c h a m a million gene welcome back. Hi, tony. Hi, tony. Good to have you back. We’re talking this month. About compensation because it seems to flow from what emily and i talked about just a couple of weeks ago. So, emily, why don’t you? Why don’t you lead us into this from from last month? Sure, so are lots. So he talked about the private benefit rules as a tea ad buy squeezed in a very big phrase there the preventable cruise up to the reasonable miss, and we’re going to get not this show, but basically we’re going to look at the penalty that the irs usually will impose when they find an inappropriate benefit going. Teo insider as we talked about last week, ok, so now we’re really looking at, i guess, practically speaking, the kind of penalties that organizations should be very knowledgeable about and also very wary of so that they could follow the best practices and make sure they’re protecting their organizations. All right, you were cutting out a little bit, emily, but we were able to fix the sound quality. Just say that. Say that. Say that very, very rich and wordy phrase again from from last month that will talk more about just say that again because you cut out a little. Bit there, rebuttable presumption of reasonableness. All right, we look forward to getting into that gene. What are the general guidelines for compensation for? And who are we talking about? Whose compensation are we talking about? And what of those general rules? Well, practically speaking, we’re talking about the compensation of the executives. So that would be the executive director or ceo or president and of the cfo or treasure the organization has compensated. Chief financial officer. Okay. And what are the rules generally, that just that it has to be fair and not excessive, that that’s practically the rule, tony. So it can’t be excessive and and the way we try to judge that is we try to look at what comparable organizations air paying. And so the big question is, what is a comparable organization and what is a comparable position to compare? You know who we want to pay another organization and what they’re paying. Let me throw something interesting. Least interesting, too. May our maybe you had illegal minds may not find it interesting, but but i do. Over here, um, you said it’s only for executives, but what i see in ah lot at colleges. And universities, the highest paid people there are often coaches. Sports coach is like a basketball football coach at at a big big, you know, big name program does does this this excessive compensation apply to them? Also are on ly to the executives of the organization that’s a great question, tony. Thank you. We’ll bring you back next month. Thank you. Drinking area. When we’re talking about big institutions like colleges and universities and healthcare systems and big non-profit hospital, the range of what we call disqualified persons or insiders definitely goes up. People have substantial influence over the organization or a particular segment of that organization. So football coaches will probably be drawn in into that equation when they have a huge influence on on the institution itself. Okay, there are just more general rule beside the what we call the intermediate sanction rule their excess benefit transaction rolls the night i go into jargon deal for that. Oh, my god. Yeah. All right. We’re gonna get to that stuff, parent and broader doctrines that you could get in trouble for as well. Okay. Broader than just the executive. So it’s so it’s those who can exercise ah. Lot of control over the organization, wherever they are, wherever they are in the hierarchy. That’s a good way to think of it. Okay, cool. That’s the late person. I’m gonna turn it on. You wouldn’t know it the way i talk. Okay, let’s. See, what is this intermediate sanction? Emily what intermediate? To what? What’s, the more extreme. So the more extreme penalty comes from the world. We have that last month with private benefit private kermit, we’re technically really the penalty is reputation of sabat on that thing’s pretty severe, especially benefit confirmed it was only a little bit more than what it should have been. So what the irs produced then was something that they called their intermediate sanctions. Also the excess benefit transaction will, which instead of replicating tax exempt status, so actually impose a penalty tax on that access benefits so it can be imposed both on the insider who benefited. And it usually starts with a twenty five percent penalty talks with the excess amount, but also boardmember should know that they can also be taxed of ten percent of the excess amount if they knowingly, i’m approved. Ok, knowingly mean let’s, just stick. With compensation at this point, let’s not let’s, not get too the xx of benefits. We’re just talking about direct compensation, cash, cash compensation. So so boardmember sze, who knowingly approved it meaning meaning they knew that it was excessive, right? So they have actual knowledge of the transaction. And when i use the term access benefit, i don’t mean the stuff on top of what say base salary, just an excess benefit itself, which could be a large compensation. Oh, the way that i used that term in the way that fused with the rules. So um and boardmember, who would be considered knowingly approving such a transaction, would be someone who knows the terms of the transaction. I’m also aware of the possibility that that transaction might be excessive in violation of this excess benefit. Transactional, i’m and also, you know, failing to make those reasonable tends to figure out whether it is actually excessive, but this goes back to the fiduciary duties of directors and making sure that there, meeting their duty of carrie’s, loves their duty of loyalty and making sure that they’re making informed decisions and that it is in the best interest of the organization. By not saying something. That’s excessive. Okay, and we have talked about those those duties, those fiduciary duties previously can can. These penalties that are levied against boardmember is, can they? Can they be paid by the organization? Generally, no. So this would actually be triggered under state law of there are provisions that have to do is indemnification, which is the organization’s ability to cover expenses that would come out of situations like this. They’re being stewed in your capacity as like an officer, a director of the organization on dh. Generally, that probably not going to be okay under state law, no matter what. Okay, okay. Let’s. See? Okay, gene let’s, let’s. Turn to you and let’s talk a little about the this the rebuttable presumption of reasonableness that emily mentioned before. What? What what’s that how does that play in here? So these procedures are useful wherever you’re no good for you know that you’re going to compensate one of these insiders amount that is not obviously way below market level, but you should go through these procedures just the general rule. Anyway, if you’re anywhere near paying market rate compensation and their three step, the first step is getting advance approval by the board of directors before you enter into that compensation transaction. Actor thie interested party if there’s uninterested director in there is going to be compensated, obtained from that boat and does not participate in that. Okay? And that would include a gn executive officer who’s who’s on the board. Because of that position, ex officio boardmember they should they should abstain as well if we’re talking about their compensation. Right. Okay, so you get the advance approval with with the abstention of the person who’s involved what it would else duitz step two is reliance on appropriate comparability data. So we’re looking at comparable salaries from similarly situated organizations for similar positions of similar work. So it’s all about getting the right comparable. It might be done through salary surveys, working with professionals that our salary experts in the non-profit mary-jo or maybe looking at form nine nineties, they’re different concerns about just taking other organizations form nine nineties to make sure that the right comparable but a lot of smaller organizations do it that way. What what are those? Well, before we go on, what are those concerns about using the nine? Ninety? Well, they might not reflect in the nine, ninety special payments and vesting of, like deferred compensation. So some organizations may look like they’re playing a really high salary, but those were just the result of past. Things that have been obligations that were paid in the reporting year. So you can’t really consider that a part of the the annual salary, for example, of that executive that showing on the nine, ninety that would not be good. Comparable. Okay, so, i mean, can a small charity avoid having to hyre ah, compensation expert to do these comparability surveys? What are the other ways? Or maybe there is no other way. Well, there are some compensation surveys that are out there for free as well. You confined things from charity navigator. And i believe guys start might have some some compensation norvig wolber free. You have to be careful, though, because sometimes the ranges of the size of the organization don’t play in your favor. So, you know, they may say, well, this is the average compensation for organizations with annual budget between one million and ten million. And depending upon where you fit in that structure, using the average may not be appropriate for your organization. Right? Okay. Okay. Um, and then add a couple more things to the comparability that it’s? Because you brought a small organization a general rule for organizations with less than one billion and gross receipts toe have at least three. Comparable. So it’s. Not necessarily this. You know why spread search for comparability data. But tow have three is generally considered reasonable. And another thing to consider is this really just giving you an idea of the band with a salary that’s out there, but it would be problematic. Front organizations just look based purely on numbers and decide. Ok, just because it’s it’s in the band with that that’s appropriate on that kind of goes back to your example of the football coaches where sometimes just so you that if you keep pushing the upper limit of the band when you just start to see these ranges leaves up and up and you really do need to look at the performance and the duties that are being like that? Yes. Okay, of course. The right, the person’s performance as well. Not just what other people are paying somebody similar in a similar organization. Okay, thank somebody. Thank you. Look at the geography. Because i know in manhattan in san francisco, where we are the average salary’s going to be much higher than somewhere in des moines, iowa. Yeah, okay. Okay. And there’s one more part to the rebuttable presumption. Can you can you explain that in about a minute? Gene? Yeah, the third part is just timely an adequate documentation of the board action. So that means really putting it down in the minutes on getting those minutes approved by the next board meeting. So you just want to make sure that you’ve documented it and if you’ve got comparable, attach the comparable to the minutes to prove that the board has actually looked at these before making that determination and approval. All right, now that we’ve explained the three prongs of the rebuttable presumption gene, please explain what the hell a rebuttable presumption is that’s great, what what it does is it shift the burden from your organization have to prove that the salary is reasonable and shift it to the irs to prove that it’s unreasonable, which the irs doesn’t want to do because it takes a lot of work. So if you just go through these procedures, you kind of put a big barrier to the irs to go after you brew for paying excessive amount because you say i’ve used the procedures that treasury regulations have approved. This is the way it should be done in the iris used to get it back off at that point, unless they think they have a really big fight. So then write if you follow these procedures, the compensation is presumed to be reasonable. But the irs has the option, although it it’s unlikely that it would exercise it to rebut that presumption and try to prove that the compensation was unreasonable. Is that right? If they want to take it to court if there were. Okay. Okay. Likely. Okay, but it’s presumed rash reasonable if you follow the three prongs that you laid out, correct. Okay, we’re going to take a break. And when we come back, jean and emily and i are going to a little role play exercise, we’re going to be the board of directors and we’re going to decide on somebody’s compensation. Um, i don’t know one of you two is going to chair the meeting, so you’re welcome over this break to figure out who that’s going to be and i’m going to be a boardmember and then the other person be boardmember too. So stay with us for that role play. Exercise don’t know. What’s going to happen. I hope you’ll stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Durney i got more live listener love laurel, maryland bend, oregon, and tokyo. Welcome to our second listener in tokyo. We got more tokyo listeners than we have oregon or south carolina or north carolina listeners maurin tokyo than, uh, most other states listening. Okay? Jean emily, we’re talking about compensation, compensation, clarity, and we’re going to our role play board board meeting now. Who’s the chair. I’m okay. Genes. The chair. Emily, you and i are board members or way just regular boardmember zor is one of our compensation under discussion or what? I think we’re about boardmember okay, but neither of us has our compensation under consideration. We removed that person’s removed. Okay. All right, go ahead. Jean. You’re gonna share the meeting. Okay, tony so right now we’re talking about approving the compensation of the candidate who is going to be our executive. Wait a minute. We didn’t approve. We didn’t prove last month’s meeting meeting minutes. What kind of what kind of foisting? Of ah, fake what? We didn’t approve last minutes less months. Meaning melkis consent agenda earlier, tunney and now we’re on the second part of our meeting. We’re okay. All right, go ahead. I’m taking my time, taking my fiduciary duty very seriously. I don’t care, loyalty and what’s my third fiduciary duty. Besides karen loyalty, a lot of people like this, they obedience obedience. Okay, well, i’m not all right. Well, i mean, i’m failing on three, but but i’m taking my first two very seriously. All right, go ahead. Emily. Emily obviously doesn’t care, but she’s like lester, let me see lackluster boardmember i hope your term is up soon. Emily all right, okay, so we’ve got an executive director that we need to hire, and this executive director is pushing us for a salary of one hundred thousand dollars and the possibility of bonuses of up to twenty thousand dollars for pizza. We’ve got a million bucks in our budget, and we’re not really sure whether approve this compensation or not. He looks like a great candidate, but there’s some other candidates out there as well. What do you think, tony? Should should we hire this person that the salary they’re asking for? Well, do we have any comparable data by organizations that are similar to ours? Go thin geographics and also annual budget on dh with that data also be comparable in terms of this person’s responsibilities. Emily, i think you were convicted. You right? Collecting this data? Yeah. So i researched some organizations that of similar type similar size and similar roles of executive directors. And i found three different data points. So, uh, one and these they’re all in our geographical area. One is eighty thousand one. Report ninety thousand and another one report. One hundred and ten thousand. Okay. We’re looking at one hundred thousand with the possibility of a twenty thousand dollar bonus. What do you think, tony? Um, i guess the bass sounds or so we have. Eighty ninety. First of all, i’m assuming that emily knows what she’s doing when she says that these things are similar. And i’m putting a lot of faith in her because i could be personally liable if this turns out to be excessive compensation. Um, only if you know that it’s excessive, sonny, but that’s. All right, that’s. Right. Ok. Raise a good point about the line. What do you need? A reliable source. Okay, well, your outstanding young lawyer. So i’ll assume that you’re on. You’re on the board. Very in doing this. Surveys what i brought. To the board meeting, and we’re going to attach them to the minutes of the okay, i like the i’d liketo like the base of one hundred. I’m not sure about the extra bonus of twenty family. What do you think about that extra bonus of twenty when the high of our comparable is only one ten? I don’t think it’s necessarily problematic if we have adequate justification for allowing that for example, if thiss opportunity with this executive director is probably going to pass us by, we are in a bind because we’re now doing an executive director succession that we didn’t anticipate and the organization’s going to be really hurt if we don’t find somebody who’s qualified and this is the most qualified person we found and we’re actually getting a really good deal for this person and it is discretionary, so it’s going to be up to the board at the end of the year and we have put a limit on it, you know, maybe we should evaluate again looking at our revenues and looking again at the comparability data whether twenty thousand is reasonable, but i’m not opposed to putting the opportunity of a bonus. Into the contract right now, that’s. A bunch of malarkey. I’m walking out of this meeting. Did you hear me? Did you? My footsteps and i just slammed the door closed, proposed i’ll ask to see if there’s a motion to approve a one hundred thousand dollars based salary with a possibility of a ten thousand dollar bonus. And we will actually look at the possibility of a further ten thousand dollar bonus if we hit certain revenue goals that might allow us to look at other comparable, do you think that’s reasonable? All right, i’ll come back into the meeting. All right? I’ll go along with that. We have to wrap up our meeting very quickly. Yes, i would approve that. Okay, so then we make the most of it. Tony wilbekin were approved way as we wrap this up, being the diligent boardmember right? And just a reminder that we need to have adequate documentation and our board minutes. So i’m going to write down the terms of the transaction. We approve the date it was approved, the board members that were present during the debate. Who voted. I’m not going to attack the comparability data on there and as well document the fact that we followed our conflict of interest policy and removed the executive director from the conversation that was emily chan she’s, a maternity at neo, the non-profit exempt organizations law group and our board chair was jean takagi he’s, the principal of neo. You’ll find them both blogging at non-profit law blogged, dot com, gene and emily, thank you very much. My pleasure. I hope you will be here next week because we’ll be talking about leadership with normal sanski he’s, a consultant and co editor of you and your non-profit that’s a book and he shares his advice on non-profit leadership, his premises. Everything starts with leadership also linked in news. Maria simple, the prospect finder and our prospect research contributor, has two new offerings from linked in board connect to help you find the right people to serve on your board. Hopefully you get better board members and we just had and reasons to call, reveals touchpoint for making contact with the people you want to talk to have you joined are linked in group pakistan is in, i’m telling you, pakistan is a member. Are you in the lincoln group along with pakistan? Continue the conversations with our guests in the lincoln group i’m on twitter you can follow me the show’s hashtag is non-profit radio. I’m also on foursquare. We can connect any of those places. Check us out on facebook next week i will have a new way to wish you good luck the way performers do around the world have been doing this for weeks. So right now you’re still with last week, i’m wishing you a nail in your tire from estonia. No, comey, our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules today’s show dedicated to my dear friend dave. Ironically, what i remember about him most is his laughter and his smile. I’m very sorry, dave, that you were suffering so much hope you were with me next week. Friday one to two p, m eastern at talking alternative dot com. Hyre durney durney i didn’t think that shooting. Good ending. You’re listening to the talking alternative network, waiting to get anything. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business 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. Buy-in you’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete 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 to two 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. 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