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Nonprofit Radio for March 14, 2022: Nonprofit Emeriti With JoAnn Goldberger

JoAnn Goldberger: Nonprofit Emeriti With JoAnn Goldberger

We’re kicking off a new feature, highlighting long-career retirees from the nonprofit community who have ideas, wisdom and experience to share. JoAnn Goldberger is our inaugural Nonprofit Emeriti guest. She shares strategies for getting your org to the next level. You’ll find her on LinkedIn.

 

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[00:00:10.04] spk_0:
Hello and

[00:02:07.34] spk_1:
Welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. You’re aptly named host of your favorite abdominal podcast. Oh I’m glad you’re with me, I’d be forced to endure the pain of pancreatitis analysis if you secreted the idea that you missed this week’s show, non profit temerity with Joanne Goldberger, we’re kicking off a new feature highlighting long career retirees from the nonprofit community who have ideas, wisdom and experience to share Joanne Goldberger is my inaugural non profit temerity guest on tony steak too. The jargon jail rules, we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C O. It’s a big pleasure to welcome my inaugural non profit temerity guest, Joanne Goldberger, She had a successful 45 year career as an idea confetti bomb in nonprofit management and fundraising. She’s looking forward to retirement at the end of this month. Her only for profit job was many years ago with the largest Mcdonald’s franchisee on Long Island in new york. Since then it was Mount Sinai Medical Center of greater Miami alexander muss high school in Israel headquartered in Miami carol Child care center in Baltimore junior achievement of central Maryland and finally retirement out of barks Baltimore animal rescue and care shelter Where she grew their $750,000 budget to over $5 million dollars you can find Joanne on facebook she’s retired and linkedin why bother Joanne Goldberger, welcome to nonprofit radio and nonprofit emeritus.

[00:02:12.04] spk_2:
Thank you so much tony and hello to all of our guests today.

[00:02:16.84] spk_1:
Yes, well you’re the guest there. The listeners,

[00:02:19.49] spk_2:
you bring

[00:02:23.94] spk_1:
Them in as guests. Yes, we have 13,000 guests. Absolutes. Congratulations. Congratulations on your retirement.

[00:02:26.58] spk_2:
Thank you. Thank you so much.

[00:02:29.14] spk_1:
What a career.

[00:02:30.24] spk_2:
It’s hard to believe 40

[00:02:32.21] spk_1:
five years.

[00:02:36.54] spk_2:
Who? Thanks now I feel old. Oh, come on. No, you got you have wisdom. It’s not, it’s not longer than most of your listeners lives. That

[00:03:18.84] spk_1:
Could be, I don’t know. Yeah, there’s a lot of listeners who are under 45. That’s probably, that’s, that’s true. But you have wisdom, its wisdom, not age. It’s wisdom, wisdom and experience. Um, no, it’s terrific. Congratulations. And uh, so you have, you have advice around and you’ve done this at many organizations getting to the next level like getting off a treadmill. What does, what does it look like? What, what does, what does the problem look like before we get into your, your ideas about get growing beyond it.

[00:04:03.34] spk_2:
Well, first of all, I’ve been with some grassroots organization and that’s exactly what it is. It’s a grassroots movement to conceive about the organization and what it can be and it’s, it’s a lengthy journey. It’s, it’s not an overnight process. So especially for those newer nonprofits and even the middle nonprofits, you need to give yourself about five years and I was very fortunate when I joined barks because I was there at the time, their first director of development. And they were wise enough to know that they wouldn’t see major results until about five years and that’s an important thought for executive directors and their boards to know when you’re embarking upon a process that it does take time and it really did take every bit of five years.

[00:04:38.74] spk_1:
Yeah. All right. So you need a long term view. But, but what is the problem look like? What what what is the, what is a nonprofit that needs to get to the next level? You know what like small, there’s lots of small donors pursuing small gifts. Talk about, talk about what the symptoms are. You know what it looks like.

[00:05:06.54] spk_2:
Um, I like to call it the moneygram because that’s what we were doing. We, um, our goal was to raise $8 million 750,000 And most of the gifts are small gifts like 50 or $65. So we were burning ourselves out trying to grab all these small gifts and you can’t do that.

[00:05:08.50] spk_1:
And your your goal was $8 million. And you were coming nowhere near

[00:05:11.82] spk_2:
It, nowhere near, not even near $1 million. Yeah. Because that’s an awful lot of small gifts to grab.

[00:05:20.23] spk_1:
It. Can’t be done. It can’t be done 50

[00:05:32.94] spk_2:
dollars at a time. No, it can’t not. And with a small staff no less to um, very few people juggling so many plates and you also need a strong board with a fiduciary responsibility. The board also has to help lead the process.

[00:05:53.14] spk_1:
Okay. And we’re gonna, we’re gonna get to, we’re gonna get to them. Absolutely. Um and events right. It’s like hosting small events That bring in $1000

[00:06:34.24] spk_2:
or $1900 like two or $300 or 300 at the time. There were only 3.5 of us in the development department and we were doing literally dozens of these tiny events every week. So we were killing ourselves and not really raising it any money but we were working around the clock, go to this event on monday and this one on Tuesday and free on Wednesday and you really need to keep the big picture in mind and really grab towards the larger dollar events and also major donors as well because it’s wonderful to have those small gifts but you really need some serious cash infusions.

[00:07:08.64] spk_1:
Yeah. Alright. So It starts with you and you just mentioned it, you know, thinking bigger, realizing what you could be. I mean so barks had an $8 million dollars goal. They were coming nowhere near raising any, not even close to that. But so they had a conception of themselves as a much bigger agency but they didn’t have a plan for getting there. They just kept doing the same thing like you can’t keep doing the same thing and expecting different results year after year after year.

[00:08:59.84] spk_2:
And that’s exactly right. And we, we felt the need to break away from the norm and that took the buy in of our executive director, who was also the founder of Bar barks to take a leap of faith and say, okay, we’re gonna stop this, tell me a minute, see the bigger picture and envision how barks could be raising millions of dollars. And one of the things we started to do right off the bat is we had an annual signature event. We still do, it’s called barks Tober fest and it’s our largest fundraiser of the year. And we struggled, struggled to raise $165,000 each year without one event. And that was through sponsorships and other smaller donations. And it it was a struggle. And then we said, okay, we’re gonna try something new. We’re gonna try instead of it being a community celebration of pets, it was going to be a celebration and reward for peer to peer fundraising for people who raised the funds for pets. And then they’re gonna party hardy at park Stober fist. And we went from the first year of raising 165,000 to over $300,000 just in the first year because we had people who are our supporters were actually raising the funds for us instead of the department, struggling to raise those funds, which of course we did too in terms of sponsorships, but it was awesome to have hundreds of people raising the funds for us and also building awareness remarks at the same time.

[00:11:10.84] spk_1:
All right. So you need to, you need to be willing to experiment right to pivot away from what you’ve been doing for year after year and it’s not getting you even to 1/8 of your goal. Uh, you need to be, you need to be willing to try something different. It’s time for a break. Turn to communications. They have a free webinar coming up. It’s on March 24 crisis communications, they’re gonna walk you step by step through a crisis communications protocol because you ought to have a plan for a crisis or at least the outline of a plan for how you’re going to manage internally and to the outside some kind of major problem crisis that that befalls you. Um, you know, we don’t even, we don’t even want to get into what the possible crises are. You can imagine them. So I have a plan. If you don’t have a plan or at least the outline You can join turn to its on March 24. If you can’t join live, then you sign up and they’ll send you a link to the recording. That’s the key is the recording. So you go to turn hyphen two dot c o slash webinars now back to nonprofit temerity with Joanne Goldberger, let’s talk about getting this, the executive buy in on, you know, not only the october fest, but you know, on, on, on the, the bigger conception. I mean the Ceo had it in mind though because, because there was an $8 million goal. But how did you get the buy in for pivoting the plan or just like scrapping what you had been doing and moving to something very different? How did you get the Ceo to buy into

[00:11:51.14] spk_2:
that? You know, that concept? Well, it was a process. She was already almost there because she knew we had to raise millions of dollars or the organization was going to falter. So in order to do that, just like what you said, we can’t keep doing the same thing over and over and expecting bigger results. You already proved like this is what you can raise, but this is what we need to raise. Um, and by hiring a director of development because I was the first one that they ever had. Um, they were already half on board with the idea. They knew they had to do it. And so she was trusting and we, we’ve had failures, but we’ve had more successes than failures.

[00:12:59.54] spk_1:
Alright. We’re gonna get to the, the need, you know, talking to donors about the need, We’re gonna, we’re gonna come to that, but we gotta get the, we gotta get the internal first. Um, and you know, of course, you’re sharing your experience from barks, but this was experience gained over 45 Well before barks, I guess it was 35 year career. You know, you knew what needed to be done. It’s not just, you know, this is just come to you and barks. It takes time to develop the confidence in, in a different strategy and then being able to persuade the C. Suite or the one person, the Ceo and then the, and then we’re going to get to the board, you know, about what the potential is and how best to go about this. You know, this, you know, Barcs was the culmination of a 45 year career. So you know, you gain this wisdom over a career and then Barks became the, The lucky recipient of all your 35 years of

[00:14:38.04] spk_2:
experience. And as a matter of fact, um, I had a background in marketing and public relations in nonprofit management. So it all came together at bark. So I didn’t know what to do. I was a little mortified that it was just me and 2.5 other people that had this lofty goal because I knew how much work it would take, but I was very motivated to do it. I wanted us to succeed. Um, and so I started to put a plan in place and you’ve probably heard this other times that those people that can achieve the most get the most handed to them. So in addition to having to raise at that point, several million dollars, I also had to do all the marketing, all the pr all the social media and raise the money and so everything I would come in, I looked like a deer in the headlights, like how could this be? And back in the day. I love how you’re laughing about it now. But oh dear. It wasn’t funny at the time. I know. Um but at the time if I could make one post to facebook and then two months later make another post, that would be an accomplishment instead of engaging others like you’re supposed to. But there was like no way I could get it all done. So I always kept my eye on the prize of how are we gonna raise more money because we need all hands on deck.

[00:14:44.94] spk_1:
All right, the board. How did you get the volunteer leadership to accept this? Radical change in in fundraising strategy.

[00:15:15.44] spk_2:
That too was a process because I was used to working with very high powered boards. Certainly a junior achievement. It’s all suite c suite executives from the Fortune 500 companies. And even when I worked at the alexander must high School in Israel, our benefactor with Stephen must The son who owned the fountain blue for 50 years. The fountain blue

[00:15:19.94] spk_1:
in the fountain blue in

[00:17:37.64] spk_2:
Miami in Miami. Absolute. So he wrote, I had to go pick up a check, he wrote us a check for $1 million dollars just like that, just like without the checkbook and wrote it. So when I came to barks who’s on the board, of course nobody I recognized, but it was all crazy cat ladies and I’m one of them, so I could say that and you know, pet loving people, but they had absolutely no sphere of influence. Um they weren’t able to give on their own give or get for that matter. So that was one of the hardest and longest term processes process um, to turn the board over into a fundraising board. And that took pretty much almost my entire time at barks, which got to start somewhere um because without a board with a fiduciary responsibility, you’re never going to get into the, to the bigger fundraising dollars so slowly but surely we were able to have those board members roll off and they were very dear kind people. We found other places for them at, but not on the board. And one of the first things we did was we increased the giver get which they didn’t have one. You didn’t have to even make a financial donation to be on the board at that time, but we increased it to only $3000 and that got rid of the vast majority because none of them were able to give it or raise it or get it. Um and so slowly but surely we started to bring in more notable people because as many people know if you want C suite executives on your board, they’re only going to be on a board with other C Suite executives. They need other people. And so that was a long process in identifying um members of the board that we wanted and to go after them to attract them. How do you

[00:17:42.34] spk_1:
entice the first couple of of transformational board members? The first one or two or three? How do you? And then I could see, you know, okay, now I could be affiliated with somebody else who is prominent in the area, but but that first one or two, how do you get? How do you

[00:18:36.74] spk_2:
get them? That’s a great question. tony The first thing we did was mine our database to see who’s I mean we had thousands of people in there, but who are they? And lo and behold we had a few Baltimore Orioles and at the time, but it was right across the street from Ravens Stadium, M and T Bank Stadium and Camden yards, we were right, a stone’s baseball throw away. And so we saw that one of our not donors, but one of our adopters was matt Wieters at the time. And so we reached out to him.

[00:18:40.74] spk_1:
I don’t know anything about, I don’t know anything about

[00:18:42.59] spk_2:
sports. It’s OK, he’s not an Orioles anymore, but his wife is still on our board.

[00:18:48.02] spk_1:
The Orioles. The Orioles is a football

[00:18:49.91] spk_2:
team. And now it’s it’s Baltimore oil Maryland’s baseball team.

[00:18:54.14] spk_1:
They played baseball.

[00:19:41.64] spk_2:
Okay, okay. And they used to be quite famous. Not so much now that they’re reconfiguring, but back in the day, that was a big deal to have a sports figure tied to Bart’s. So we reached out and they love their pets where they adopted from us and they agreed to be on the board. Oh, that’s fabulous. Amongst our volunteers. Of which parts has 400 active volunteers. We had somebody that was very engaged and he was um higher up in the Teamsters Union and he was very interested in joining the board and he had he knew everybody in Maryland. He really did. And so he brought with him several other board members and that’s how it started to

[00:19:52.29] spk_1:
get started. Alright, brilliant. So you, by the way, I knew that the Orioles is a baseball team. I was I was I was messing with you. Um

[00:19:59.74] spk_2:
They don’t know now though,

[00:20:02.04] spk_1:
that’s what

[00:20:03.00] spk_2:
most people don’t know who the Orioles are now. All right. What happened to them? Well, they had a changeover in players and they’re they’re they’re they’re struggling but they’re they’re on their way back.

[00:20:16.04] spk_1:
Okay, but they’re still there. They’re

[00:20:17.54] spk_2:
still in Baltimore. Okay.

[00:20:34.44] spk_1:
Go Yes of course I say that all every day I wake up saying goes um All right, so that’s alright, brilliant. You mind your own database, you found a prominent person who has a multiple adopter? All right, so it was in it was there all that time?

[00:20:37.84] spk_2:
It was

[00:20:39.14] spk_1:
right. And someone who could be a very uh major donor to you also.

[00:20:44.64] spk_2:
It

[00:20:45.95] spk_1:
is there you go. Alright, I see. And then then you got your guy from the teamsters union and then it snowballed from there

[00:20:53.54] spk_2:
and, and that’s okay.

[00:21:20.44] spk_1:
And these are folks who are going to want to be on a high powered board. Uh, so they’re gonna start to recruit their own folks as the, as the union guy did, uh, their own friends as as as donors as well as fellow board members. And the organization starts to gain prestige and not these, you know, $350 events on a Wednesday afternoon. They’re gonna think these are folks who are going to think bigger.

[00:22:34.84] spk_2:
And I have to add in that all along the process. We were building the bark story because it started off as a very sad story. We took over the animal shelter from the city who was euthanizing 98 Of 12,000 animals that came to us annually. And by raising more money we put in, we put into place more life saving programs. So gradually over time our live release rate has been at 90% since 2018. So it became the gem of Baltimore city that has so many sad stories coming out of it. But this was really a wonderful story to tell of how we were saving animals lives. And it was due to the entire city. I mean the donors, the supporters, the government, everything. Um, truly took a village. So by creating that story for barks more donors came and larger donors came and more board members came because they all wanted to be part.

[00:22:55.44] spk_1:
Okay. telling the story telling the story of how you turned it around from the, from what a city agency was doing. You almost turned it upside down from 98% kill to 90% live live and survival. Alright. Um, how does grants, How did grants? Manship grants writing play a role in this transition.

[00:24:33.14] spk_2:
So that was a very, very important role because in the beginning we had no $1000 donors, very few $100 donors for that matter. And here I came from a background with people, you know, writing a check for $10,000 or a million dollars and we don’t even have our 1st $1000 donor. So I knew from my past history in grant writing but to get a large cash infusion in the door so that we could start building programs for bars. We needed to write grants. And of course that fell on my shoulders also. Um, But I started investigating grants writing and I got our first grant and probably the first four months that we were there, um, for over $25,000 and then grew it from that point on. But that too is a process because while grants is a huge portion still of the barks budget, it brings in now almost three quarters of $1 million, you have to have okay support from your staff or your volunteers to maintain that grant, you have to implement the program, but you also have to be good stewards of that funding and do all the grant reporting that’s necessary. That comes along with it. But you can always look for volunteers. You can always look for freelance grants, writers. But it was one way I knew to get large amounts of money in the door somewhat quickly

[00:25:16.34] spk_1:
and look if you need to go outside, you know, if you do need to hire someone to do grants as you said, either on a freelance basis or maybe a part time basis, you know, maybe maybe one of your transformational donors can fund that fund that for you. So, you know, you’re, you’re trying to do you share with them the vision for where you’re trying to get to, you need some bridge money. You need grants manship, you know, could it could a donor or to help you across that bridge with by funding some professional help. If you don’t have it in in, in the form of a volunteer or in their inbox case, you know, you were there. Um, but if you have to pay for it, maybe you can get a donor to help

[00:25:30.94] spk_2:
you. That was another thing that barks always does. We always try to get everything. We can donated first before we would ever lay out any money. Um, there’s a wealth of places you can turn to for anything,

[00:29:21.14] spk_1:
It’s time for Tony’s take two just recently on linkedin, someone that I follow posted about jargon. So I of course had to mention that I have drug in jail on nonprofit radio and she said, oh, you know, sounds like a good idea she had posted against jargon. I’m not sure if there is a pro jargon lobby, but she was anti jargon. So she loved the idea and then she asked, how does somebody get out of jargon jail? So that was the impetus for me to uh codify jargon jail enforcement. So we now have a jargon jail enforcement protocol, which I am going to read from because you know, I don’t want to misquote the statute because the slightest comma or word, you know, can make a difference in statutory interpretation. So here’s our drug and jail statute. If a guest defines the jargon on their own, they’re sentenced to only probation, no jail time. Then if I have to call them out as offenders and they show contrition and then define their jargon, they’re granted parole. So if I have to identify it and then um, they do show contrition and then they define their jargon. Okay, they get parole. But if there’s no contrition and or no definition of their jargon, they remain in drug in jail and I shut off their mic end quote. Now that draconian punishment has never been meted out on nonprofit radio but it remains on the books, it’s on the books show host. Oh well I guess there is a little bit more show host is judge and jury and there are no appeals available. Okay, end quote. So there’s our jargon jail enforcement regimen statute for jargon jail. I have to give credit to Claire Meyerhoff, our creative producer. She came up with this idea At the beginning of the show 12 years ago. She thought of Jargon jail of course when when someone transgresses the drug in jail statutory enforcement mechanism is triggered against that scofflaw. It has to be, we have to have a, we live in a society based on law and order, right? We know this. So there has to be guardrails boundaries around bad behavior That is Tony’s take two, we’ve got boo koo, but loads more time for nonprofit temerity with Joanne Goldberger and I hope that you are enjoying this new nonprofit radio feature, non profit temerity, let’s turn outside now you start, you’ve got a, you’ve got a much stronger board, a giving board. You’re telling a very different story about barks. Um, the Ceo has been on board for years now you’re starting to go out to external folks. You know, attracting major donors. Let’s talk about how you get those uh, you know or whatever stage it came at, you get those first several $1000 donors and then you’re looking for investment level donors, 10,015 25 $50,000 donors. How do you start attracting these folks?

[00:31:36.84] spk_2:
Well, one thing that we did when we started to get some funding in the door, it was a necessity, a necessity to grow the development staff, Joanne couldn’t do it all anymore. It was, it was too hard. So we started to grow the development staff, which today from 3.5 people when I started is now 10 people. So it’s huge. But we were very fortunate that the leadership and the executive director saw the need like, oh, who wants to add development staff? Nobody wants to do that. They want to add everything else, but they realized in order to make money, you have to invest in the staff. And so we started to grow people internally who could cultivate these major donors and take the time again to look in the database. Because what good was amassing a database if you’re not doing anything with it. Um, and looking to see who those people are. And as you probably know, people love to give to success, not rats off a sinking ship. They want to get, you know, gone are the days of um, terrified fundraising, where it’s like, oh my God, we’re gonna close our doors if you don’t give us money, well, nobody’s gonna give you money because you’re closing your doors. So why should they? But if you could build a story of success and get that out there, um, the donors come to you and that’s exactly what was happening. As soon as we started to get a few $1000 donors, we got more and more and then we started to get monthly donors, which we never had. Um, so we started to build up that base of monthly donors as well. And the board was doing and is doing a tremendous job of attracting others to also donate to Barks.

[00:32:07.14] spk_1:
So the organization has to invest in growth and then the, and in which includes investing in fundraising. You know, you hire professional fundraisers and then you can get those donors to invest in the organization, but you have to invest in growth first in your own growth and then you can attract those investment level gifts

[00:32:36.94] spk_2:
and you’ll also have to paint your organization’s picture as once as, as one of success, no matter what’s happening internally, you still have to paint a positive picture because if you don’t, unfortunately you’ll be dead in the water. Um, because for many years, Barks was euthanizing for space every day Every day. But we didn’t paint that picture. We painted a much brighter picture and a better day where we would be able to reach a 90% live release rate and that’s what people wanted to hear. And that’s what we were able to achieve with their help

[00:32:54.64] spk_1:
right now, we’re getting into the, uh, Elizabeth Holmes and Theranos territory. Remember you know the woman with the pin prick, you know what I’m talking about? She just just had her

[00:33:04.75] spk_2:
trial the

[00:33:06.50] spk_1:
Pin the pin prick technology that was going to diagnose 30 or three

[00:33:09.89] spk_2:
100 different

[00:33:15.14] spk_1:
additions. Yeah. Alright. Right. But you you achieved, You got to where you were telling people you wanted to be, you got to that 90% live release rate

[00:33:46.14] spk_2:
and that was always um the apple or the carrot that we were reaching for um That that was always the mission of barks to turn around that 2% live release rate and change it to 90%. So we knew what we had to do internally. Forget fundraising. We knew what we had to do internally and add all those life saving programs to do it. So that’s why I said in addition to fundraising, you have to be building your organization story and that’s what we were doing behind the scenes and that’s what we were doing with every penny that we raised.

[00:34:09.84] spk_1:
Okay, excellent. Thank you. What did you do with some of those crazy cat lady, former board members. How did they

[00:35:24.84] spk_2:
were really crazy tony It’s a, it’s a term of endearment in animal welfare to call somebody a crazy cat and they’re crazy about cats. But we had like I said a huge volunteer program, we needed cats socialize ear’s and dog walkers. So they clearly loved cats, so we trained them and it’s like come in every day and work with the 110 cats that we have every day, they need socialization so that they could get adopted. So they were happy to do that. And I kid you not somewhere quite piste off that we all of a sudden said, Okay the give or get is $3,000 and they just like stormed off and you know, there was nothing really we could do about that because in essence while we would love to have them back as a volunteer, we wouldn’t love to have them back as a board member. So we had to let those people walk. But um some of them stayed on as volunteers and either door walking of cats socializing. So we’re happy to have them. And I think they were much happier doing that than being on the board.

[00:35:29.54] spk_1:
Okay. Alright. What else? What else haven’t I asked you about now that to make this transformational change.

[00:38:36.52] spk_2:
What other advice do you have? One other thing that barks is really known for is out of the box thinking for how to raise money. Um and I’m gonna give you a few examples in a moment. But if you know who your constituents are and what they love, You play to that audience. So let me explain still to this day are average gifts is only $65, but we get thousands of them and when Joanne was doing social media, that was a joke because I really wasn’t. Right. Right and never looked back. But when we had enough funding, the first person that we hired with, somebody that lived with social media and did social media for bart. And she’ll tell you um, that she was working 24 7 because 23 in the morning, she was checking her phone for anything that she posted, she was engaging donors, um, or engaging followers. And so we used to have a following of 7500 followers and today it’s almost 200,000 and having that many also attracts many corporate sponsors and other people interested in you being an influencer. So that was one of the things we did and she was super creative. So we know that our funding bases primary primarily millennials. And so what do we do? We and this is all attributed to her who is now. She’s taking my role as I twilight away. She’s the director of community engagement we had. And some of you, some of your listeners may have seen it or may have seen it around the country Because everybody knocked us off once we did it bad pet portraits for $10 And our staff and our volunteers draw the most hideous pet portraits you’d ever want. Um, you would pay $10 and send us a photo of your pet and somebody would draw it. Now some of them were beautiful but some look like the pointed teeth. They look like vampires. It was great, but it was so funny and so unusual That it raised us $10,000 with just $10 donations. We had a dog wedding a few years ago because we knew our audience would eat it up and they did the tickets sold out like crazy. And we raised $30,000 from it and we got every single thing donated including The hotel Banquet Hall, all the food, all the liquor, all the music, everything was donated. I don’t think we laid out $300 for the whole thing.

[00:38:49.92] spk_1:
And you married

[00:39:38.52] spk_2:
a dog couple because that was blasted across social media. Everybody couldn’t wait for the big day. We had flour kittens, not flower girls with flour kittens. I mean that was the whole shebang. And one thing I always wanted to do was have a bark mitzvah and I never got to do it, but will one day, but I always had a tiny one. It was many years ago, but I really wanted to do a big one based on the success of the dog wedding and the bride I had was handicapped and had a wheelchair attached to our hind quarters and a very handsome groom. That’s that’s just a well I love you know, yeah,

[00:39:44.55] spk_1:
I love the bark mitzvah too.

[00:39:45.92] spk_2:
That’s yeah, I always wanted to do

[00:39:48.70] spk_1:
that’s better bark mitzvah is better than barks to Beerfest Octoberfest. Alright. But bark mitzvah

[00:39:54.96] spk_2:
works better. Alright.

[00:40:10.91] spk_1:
They’ll get there. All right. But the but the lessons are again, investing in the organization. They they they hired a social manager, somebody or somebody who was deeply invested, obviously deeply loved animals and

[00:41:19.61] spk_2:
All those stories. And that’s another thing. You know, when I was doing my one post every other month, barks gets in 30 to 35 animals every day of the year. There’s so many stories were never lacking for stories and that’s prime for social media, but I couldn’t do it. I definitely needed a person and now we have almost three people at barks doing it because there’s so many followers and there’s so much engagement. A lot of it comes from it and I have to add one other thing. We raised $350,000 a year. Just on Facebook, just from those followers, be it their birthday celebration and they have a fundraiser or just asking outright for donations for very specific animals. Um we raise a lot of money just on facebook, so it was well well worth the investment because the board and the executive director would say, well, you know, we’ve got to pay 40 or $50,000 at the time to hire somebody plus the benefit package. How do we know we’re gonna make that back, We’ll just in facebook we’re raising $350,000 a year. So I think we made it back? Excellent investment,

[00:41:49.81] spk_1:
right? Multiple times. Alright. But that’s an interesting point. What do you say to that? Well, how do we know, how do we know we’re going to get a return on this person? We got to pay $50,000 plus 20 or 30% for benefits. What, how do we know this is gonna be fruitful for us?

[00:42:22.60] spk_2:
And again, it’s just a matter of trust and knowing what could be. And it was a gamble. We had to see and everybody at barks a super motivated, they truly loved animals and will do anything to succeed. And she certainly did. And the money started rolling in. But it could have gone the other way. It could have. But we did our research and we were pretty confident that we would be able to raise a vast amount of money just with social media.

[00:42:37.20] spk_1:
Okay, Again, the willingness to try, you can’t keep doing things the same way as we said, willingness to try something different. Make make the investment

[00:42:38.44] spk_2:
All right. And I should add one other thing if it was to fail. We had plenty of roles in fundraising for her to take over instead. So even though she was doing social media, believe me, there was plenty of place for her if it didn’t pay off.

[00:42:58.90] spk_1:
Yeah. All right. So what does barks look like now after the transformation, you said you said 10 people is that 10 people doing fundraising

[00:43:55.60] spk_2:
all, all different aspects of it, including marketing, public relations and social media. Um it’s all lumped together as um community engagement. So we have somebody just working with corporate donors. Two people working with social media. I was doing grants writing. Um, and then we had other people working with donors under $250 and over $250. So everybody has a little piece of the puzzle so that it’s manageable because in the beginning it wasn’t manageable. Um, we just had to try everything. But you know, this high burnout when you, when you’re juggling that many plates, um, without extra help. So we’re very fortunate now that everybody is doing a certain aspect of development.

[00:44:05.69] spk_1:
So what does barks overall look like now is a $5 million dollar a year agency.

[00:44:10.37] spk_2:
So the goal is still $8 million. Alright, well you’re a lot

[00:44:14.92] spk_1:
held a lot closer than you

[00:45:12.99] spk_2:
were. That that would be the tipping point for barks where we would be able to do everything that we really wanted to do. So we were already raising close to 5,000,002 years ago before Covid, then Covid struck. So of course we had to pivot along with the rest of the world and it was truly grants and the payroll protection plan that helped keep barks afloat during Covid because everybody feared their fundraising tanking and we were very fortunate for the past two years To maintain our fundraising level at $5 million. So we sustained it? But we didn’t grow, but at least we didn’t shrink either. So now we’re starting to bring back in person events, dog weddings coming back again this year. Um, And so we’re poised to start increasing and heading again to that $8 million dollars goal, which is achievable. It’s just, we had a two year slowdown along with everybody else.

[00:45:45.39] spk_1:
All right. Uh, it’s a, it’s a terrific story of transformation, but it’s built on your, On your 35 years before that and now a 45 year career, you know, that that’s the, that’s the value of experience. You know, what to do

[00:45:50.08] spk_2:
have survived

[00:46:31.08] spk_1:
And, and or how to get it done. You know, it’s fine to have an $8 million dollars goal, but you have to have a plan for getting there. So, you know, all the things we talked about about conceiving your organization differently. Getting executive buy in dealing with the board, getting thereby in talking to and transforming the board. Talking to donors about the need, expanding the donor base, grants manship as a transitional tool. That was key. Um, telling the right story, transforming the organization. You know, it’s, these are great lessons, Joanne, your, your, your perfect. Thank you. Congratulations.

[00:46:33.27] spk_2:
Congratulations.

[00:46:41.08] spk_1:
What you did at barks, Congratulations on your retirement, Joanne Goldberger, you’ll find her on facebook, which makes a lot of sense, linkedin. How long is that linkedin? You’re gonna, you’re gonna stay on

[00:46:44.99] spk_2:
linkedin. Why why bother it’s gonna say retired job. Okay, right, yeah,

[00:46:56.88] spk_1:
put some confetti bomb around that. Exactly right, all right, Joanne, thank you very much.

[00:46:58.33] spk_2:
Thanks for sharing your most welcome. Thank you tony

[00:48:16.88] spk_1:
If you know someone appropriate for nonprofit radio temerity, non profit temerity on nonprofit radio please nominate them. You can use tony-martignetti dot com. You can email me tony at tony-martignetti dot com. They should have retired From a long career in nonprofits at least 30 years and please they should have good ideas. Please don’t nominate a mediocre lackluster retiree that’s the status is reserved for me, although I’m not retired yet but I don’t wanna, I don’t wanna have to tell somebody that their ideas are mediocre or middling so please don’t put me in that position. Smart retirees, those are the ones we want smart retirees with a long non profit career, let me know about those folks that is non profit temerity next week fail forward if you missed any part of this week’s show I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot c. O our creative producer is claire Meyerhoff

[00:48:34.48] spk_0:
shows social media is by Susan Chavez marc Silverman is our web guy and this music is by scott stein? Thank you for that affirmation scotty be with me next week for nonprofit radio big nonprofit ideas for the The other 95

[00:48:43.68] spk_1:
Go out and be great, mm hmm.

Nonprofit Radio for January 24, 2022: Tribute To Michael Davidson

Michael Davidson & Brian Saber: Tribute To Michael Davidson

Michael Davidson died last week. The show is a replay of his last guest appearance, from October 18, 2021. Michael was on with his co-author, Brian Saber, and we talked about their book, “Engaged Boards Will Fundraise.”

If you’d like to make a contribution in his memory, Michael has asked that all memorial gifts go to SAJ, his beloved synagogue in NYC.

If you’d like to share your thoughts about Michael, you can email them to tributestomike@briansaber.com. Brian will send them to Michael’s family.

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:02:44.84] spk_0:
Hello and welcome to tony-martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Yeah, this is a tribute show. Michael Davidson died last week. He’ll be remembered as a smart, funny, humble giving gentleman. His decades working with boards and his time as chair of governance matters gave him clarity around building healthy, efficient fundraising nonprofit boards. Michael shared his wisdom so generously including with non profit radio listeners. My tribute to Michael is a replay of his last time as a guest he was on with his co author and colleague brian Saber. If you’d like to make a contribution in his memory, Michael has asked that memorial gifts go to S A. J. His beloved synagogue in new york city. They’re at the S AJ dot org. If you’d like to share your thoughts about Michael, you can email them to tributes to mike at brian saber dot com, brian will send them to Michael’s family From October 18, 2021 here is engaged boards will fundraise. Okay, it’s my pleasure to welcome back Michael Davidson and brian Saber, Michael is a consultant specializing in nonprofit board, development management, support, leadership, transition and executive coaching for nonprofit managers. He has over 30 years experience in nonprofit board and managerial leadership. Michael’s at board coach dot com brian Saber is a co founder of asking matters and one of the field’s preeminent experts on the art and science of asking for charitable gifts face to face. He’s been working with boards for more than 35 years to help unlock their fundraising potential. Brian’s company is at asking matters dot com and he’s at brian Saber together, Michael and bryan co authored the book, engaged boards will fundraise how good governance inspires them. Their book brings both of them and back to nonprofit radio Michael and BRian welcome back to the show. What a

[00:02:48.14] spk_1:
pleasure. Great to be back. Great to be back.

[00:02:50.00] spk_2:
Very happy to be here.

[00:02:51.16] spk_0:
Glad to have you. Yes, congratulations on the book.

[00:02:54.35] spk_1:
Thank you

[00:03:00.04] spk_0:
Michael, Your book title is emphatic, there’s no hedging, no

[00:03:01.25] spk_1:
qualifications. How can

[00:03:04.52] spk_0:
you be so sure, engaged boards will fundraise?

[00:04:17.44] spk_1:
Well, it’s a, it’s a great, great question, tony and it really is the answer to that is in the title If if you’ve got a board that really does care about what the mission and the vision is of the organization, that’s why they’re there. If they have that personal motivation to be involved in your organization and to care about the impact that you’re having in the, in the world and are engaged in the ownership of that impact in managing it, they care enough to do this. Where are our whole premises? We can teach board members how to fundraise, brian has been doing that forever. Our job is to figure out how do we make board members want to fundraise and making them want to fundraise is engaging them, engaging them with their fellow board members, connecting them with their fellow board members and deeply connecting them with the vision and the passion that brought them to your board in the first place. That’s the simple, really, the simple answer for this. If they’re engaged, they’re gonna want to, they’re gonna want to make this organization happen, which includes raising the money for it.

[00:04:32.74] spk_0:
And much of the book is getting that engagement doing it properly. We go from details like the board meeting, which we’re going to talk about two to broader engagement you want? Yes. In fact, you say fundraising must be fully integrated with the active engagement of the board in its fiduciary and leadership

[00:04:55.14] spk_1:
roles. Ryan

[00:04:55.92] spk_0:
Ryan flush that out for us a little bit, uh, we, you know, we got plenty of time together. We don’t have to, you don’t have to pack it all into one answer, but why are we starting to get into their fiduciary and leadership roles and, and they’re that relationship with fundraising?

[00:05:51.34] spk_2:
Well, let’s look at the budget for example, and often a budget is presented to the board. The staff puts together a budget and if it seems like it adds up, the board approves it often, it’s maybe just slightly incremental from the last one, not a lot of explanation, sometimes a lot of detail without higher level explanation. And so the board is basically just, I hate to say rubber stamping it and that, that’s just, that’s very passive if the board is involved in developing the budget and is really given a sense of what can be accomplished with a larger budget

[00:06:01.54] spk_1:
and gets to choose

[00:07:03.64] spk_2:
and say yes, we’d like to do more. And we understand our role in that, that we can’t just tell the staff to raise more. Here’s where the money comes from. Here is our roll. This is how we develop larger donors. It does take the board unless wear a university with a big major gift staff were it for most organizations, the board is the major gift staff. We get that. We want our organization to do more. We’re going to agree to this budget knowing all of that, then they’re in it together. Everyone around the table is a knowing a willing participant that’s very different and we don’t see a lot of that happening. And yes, it’s hard on, especially smaller organizations to get all of this done, but it’s critical. It’s critical not to shortchange the process. If we short change the process, we can’t expect the board to enthusiastically go out and fundraise.

[00:07:31.24] spk_0:
This reminds me of the old conventional wisdom, you know, ask for if you want money, asked for an opinion your if you want to, if you want an opinion to ask for money, you’re you’re you’re saying you’re getting the board’s opinion, you’re you’re calling an engagement. But it’s it’s it’s bringing in the board’s opinions about what the organization should be doing, what should be paring back where it should be heading, is that is that, is that essentially what you’re doing is getting bored getting bored opinions

[00:09:27.04] spk_1:
and ownership because it’s not just their opinion on the budget. They put their opinion into this budget, they work with staff on developing it, but at the end of the day they raise their hand and they say, I approve this budget with these particular fundraising goals included in it. I agree to this, they make that decision. You know, one of the things that’s interesting in connection with this, this puts a lot more work on staff. They got to spend more time on the budget. And very often staff said, oh my God, leave the board, we’ll do the budget. Don’t bother them. It’s going to take too much time to explain all of this to them. They may disagree with us on our priorities. They may think other things are important. I don’t want to get involved in that. Let’s just give him a budget a quick five minute vote and done, right? So it requires staff executive director to say, you know, if you want a board that’s going to fundraise, you’ve got to spend the time listening to them explaining to them, engaging with them and they may come out somewhat differently than you do, you gotta live with that. You gotta live with that. It’s not your organization, it’s your joint organization. That’s, you know, that’s a lot of work. So, you know what we’re saying may sound simple, you know, as for advice, you get money, but the reality is, there’s a commitment involved, Both on the part of board members and on the part of staff to make this, you know, staff comes to us all the time. But Brian, and I hear this 10 times a day, my board won’t fundraise, oh, well, what are you doing to get them to do that?

[00:09:29.74] spk_2:
Right. Another piece of it, which we’ll get to is having them do the right fundraising. So that’s the other half of the equation, which didn’t cover because it is a double edged sword there. Okay,

[00:10:00.14] spk_0:
Michael, can we at at points then push back when, when it comes time for, for board commitments around fundraising and say, you know, you all agreed to the, to this budget, you took ownership of the budget, You held your hands up and voted well, now it’s time to fund what you all agreed to. Can you, can you sort of give it back to them that

[00:10:11.74] spk_1:
way? Absolute. And it requires one on 1 work with each board member. And for me, that’s the role of the resource development committee. So let’s talk about it. We’ll get to brian’s magic number of floor, you know, what are you going to do? And

[00:10:25.14] spk_0:
uh, yeah, well, before we get to the fundraising part, I wanna, I wanna spend time on the engagement

[00:10:28.84] spk_1:
part. Let’s

[00:10:44.14] spk_0:
not go anarchy economy. I wanna, I wanna, I wanna, I wanna get this, you talk about a, a culture that creates full engagement, uh who, who’s best for, I don’t know who to call on, you know, I’m a Socratic method from law school, I don’t know, but I don’t want to go like ping pong either, brian Michael, brian Michael, that’s that’s too monotonous. So, you know, who’s who’s best for talking about creating this culture of engagement at on

[00:10:59.10] spk_2:
the board. We’ll let Michael

[00:12:51.14] spk_1:
okay for me, you know, this came out of, I did a workshop with a number of consultants on helping them learn how to do what I do, and one of the consultants whose brilliant, actually, we’ve got a quote from her and what Catherine devoid. Catherine said, you know what you’re talking about, Michael is aboard culture and Peter Drucker, the management guru says, you know, culture eats strategy for breakfast. What we want to do when I talk about a culture is a culture, is a team for me aboard, culture is a team, We see ourselves as a team, we understand, we know each other, we’ve spent time with each other and we jointly want to do something, we jointly believe in this in this mission, okay, And we encourage and support one another. So the culture at base has a system where board members know each other and work together on various kinds of things. Then you have the motivation and then board members can encourage and hold one another accountable for what they’re doing. So the culture starts with, making sure that board members know one another personally, personally know who they are, who they are and from that you can begin to build a sense of a team. We’re in this together, we’re not separate. It’s a very, it’s a very different notion of what the board is. You know, you and I tony were lawyers. Right? So we start, okay, this is the fiduciary responsibility. This is the board, this is what they’re supposed to do brian and I are asking the question yes, we know what they’re supposed to do. How do we make them want to do it? And part of it is the mission, but part of it is their sense of responsibility to each other. Think about a sports team, right? What makes a good sports team? Not a collection of stars, right? It’s a collection of individuals who don’t want to let one another down. I want to do my best because I’m with you, we’re doing this together. And if you get the matter,

[00:13:16.84] spk_0:
you used to use the metaphor Michael of the rowing because you’re a rower and you had the coach boat and rowers have to be working in unison,

[00:14:17.94] spk_1:
right? In in unison. And there’s a great quote which I used in the book from the boys in the boat, in which the coach tells this row, right? You know, you’re a good rower. But let me tell you what you need to do to be a great rower to be a great rower. You need to trust every other guy in the boat when you trust everybody else, you will be great. That’s an interesting notion, right? Because I know if I know Tony, I know you’re pulling as hard as you can, I’m gonna pull as hard as I can. If I’m not so sure about you, why do I kill myself? Right? But I know you tony you’re gonna pull with everything you’ve got. And so I’m gonna pull with everything I got. It’s a very simple kind of notion, but to us, it’s very, very important. It’s creating the board as a group, not as a collection of separate individuals as a team and they hold one another accountable and they don’t want to let one another down. It’s the experience we’ve all had.

[00:14:20.94] spk_0:
Right? How do we start building this trust among board members?

[00:16:33.84] spk_2:
Well, first we look at the time we, they spend together and how we’re using it. So I always say to people, it’s amazing the percentage of a board member’s time that is spent in board meetings and the percentage of the board meeting time that is not spent. Well, so if you’re going to have A two hour meeting every other month, Uh that’s 12 hours and and maybe there in the committee meeting once every two months or once every month or something. But almost all the time is spent together in these meetings. And the meetings have so much, uh, um, reporting, There’s so much happening there. That doesn’t have to happen, uh, there. And, and, and so the meetings don’t allow for this team building where the, where the board members are grappling with the big issues and wrestling with the future of the organization, uh, how the organization is presented, where it fits in a big, big, important issues. And they should be wrestling with those because they’re the board and they have the responsibility for moving this organization ahead, keeping it safe, making sure it’s doing the right thing. And uh, so many board meetings have very little discussion of program presentation of program reporting back from board members of what they’ve seen in the program. And lots of board members rarely even see the program in action. So the board meetings are very report central centric, no one wants to give up their their chairman’s report, their executive director’s report, this report, that report. And we try to move people towards these consent agendas where all the reports go out in advance and are simply approved and you have to read them. You have to read them in advance because you can’t just come to the meeting and expect to have a conversation about them even and even the action steps should be discussed.

[00:17:02.64] spk_0:
You even suggest in the book that questions about what’s in the consent agenda have to be submitted in advance of the meeting? You can’t come to the meeting with your questions about the previous, the previous minutes or or everything or the reports that are in the consent agenda, you got to submit your questions in advance. So we know you’ve read them, How many of us have been in board meetings where people, you can see, you see people for the first time, they get there 10 minutes early and they’re pouring over their board notebook and you’re just sure that that’s the first time they cracked it open 10 minutes before the meeting and what’s really they’re wasting their time at that point.

[00:17:47.24] spk_2:
And then you get one or two board members who hijacked the meeting with questions and they shouldn’t be allowed to. No one gets to hijack a meeting. And if you have this, this structure in place which is much more about discussion and moving the organization forward, building the team and such, then there isn’t that time for these small questions. I mean, I I get driven crazy when budgets are presented and someone goes to one small line item and ask the question, it’s it’s it’s it’s so bad in many ways, we’re trying to move people away from that.

[00:19:07.14] spk_1:
But tony there’s another side to this and that’s the role of the executive director in this Because what we’re urging is that there’ll be substantive questions, for example, on such and such a program. What is the impact of that program and how do we measure that impact? Right. That’s an important engaged board discussion. Executive directors many say, wait, wait, wait, wait. I don’t want them getting into program. That’s my job. If they start talking about programs, it means they’re trying to manage how I do my my implementation work. Right? And we say we want we want boards to be faced with the real issues, as we say in the book, the good, the bad and the ugly. Well, executive directors don’t like to do that. They just want to give the board good news, put out their report and go home and hope that they don’t bother them. So this partnership takes too right. You’ve got to have an executive director who is willing to engage with the board in these substantive discussions about the future of the organization, about the problems that the organization is having about its challenges, not just the good news. So it takes, it’s two sided. You can’t do

[00:19:08.11] spk_0:
this. What is the appropriate role for a board member, board members around program, Michael,

[00:21:23.84] spk_1:
for me, it’s about impact. It’s not about how you do your program, it’s about what your program is designed to accomplish. And how do you measure? What’s the vision? What are you trying to do? How do you measure that impact? I’ve got, you know, I’m on the selection committee for the Awards of Excellence and nonprofit management. And one of the things that we look at is program impact. So let me give you one of my favorite examples. And this is the board involved, an impact, Right? Um you know, I’m a roller. So this is, it’s a rolling story. Okay, So wonderful organization in new york city called Rome new york. No new york works with local high school kids, makes them into competitive rowers, which is really good for their college applications. Works with them on college prep stuff and stuff. They were off the wall about the results of their program, 98% of their kids were getting into college. Fantastic. Right. Fantastic. Well, but they had also been collecting data on their kids. And one of the things that they saw in their data is that their kids were not doing so great in college. And so the executive director and the board started to look at this data and said, you know, we’re we’re focusing on the wrong input. Our endpoint should not be college acceptance. Our endpoint. Our impact point should be college graduation. So now what do we have to do programmatically to reach that. And we have to put resources into different kinds of programs that the programs to keep track of the kids once they’re in school, bring them back. So and it’s over. But it was the board and the executive director looking at the data and looking at the question, what is our goal, what is the impact we’re trying to make? And by doing that, they jointly changed where they were directing resources, some of the staff that they were doing and stuff like that. So that’s an example for me of the board being involved in programs, but at the right level at the level of impact and the level of data, not how do you teach? And that’s what executive directors tend to be afraid of. Once you start talking about program, then they’re gonna start talking about how do I teach and how do I run my classroom and so on and so forth. And that’s the board job

[00:22:06.14] spk_0:
brian, let’s talk a little more about nuts and bolts of meetings. If the, if this is the primary time that the board is spending together, whether it’s committee meetings or bored or full board meetings. Um, in fact I’m imagining you two would advocate for social time for the board as well. But so we can, you know, we’ll get to the social part. Let’s let’s talk more about some nuts and bolts meetings. Were trying to build a team, we’re trying to build trust. We want to focus on the right things. What, what more advice you have around meeting structure.

[00:24:04.24] spk_2:
Well, first of all, the agenda needs to be developed jointly by the executive director and board leadership. Sometimes that’s just the chair, sometimes that’s the entire executive committee and it needs to be developed in advance and everyone needs to know their role and be prepared, not just wing it. Uh so that’s that’s the first piece. I often hear boards talking about one hour meetings. Now. This idea of making meetings very efficient and it reminds me of this issue with government and people want small government, it’s really better government that you want, right? You don’t want to waste the time. It’s not that you’ve got to make it smaller, but it needs to work, right? And I think an hour is not enough time. I think an hour and a half to two hours gives you uh, the flexibility to dig into a topic. Uh you have to have some sort of program presentation every time. There’s there’s no substitute for that. The more we connect board members program and give them an opportunity to ask questions about it to learn about it, the stronger their connection will be. So there needs to be programmed presentation, Michael and I prefer that board members are out there, uh seeing program and are bringing back their own recollections and sharing those with the board. Um, so those those are important. Uh the, you know, we should not have a long Executive Director’s report. We should be asking the executive director just as we ask all the committee chairs to submit their reports in advance. Uh the the chair’s report should be very short at the very beginning, very high level Michael, Would you add to that?

[00:24:06.32] spk_1:
Yes, I didn’t do that. Exactly one is I love to time my agenda’s

[00:24:13.14] spk_0:
Yeah,

[00:24:35.44] spk_1:
I lay out, you know, we we lay out what’s gonna be and then I put this is gonna be five minutes, 15 minutes, whatever it is and that does a couple of things. No one, it focuses the board, it makes us think about where we want big discussion and where we don’t want big discussion and it also gives the chair of the power to cut things off. So if someone’s going off on a on a rabbit or you know, at the meeting, no, no, no, no. We’ve only got five minutes for this. We have to end discussion now because otherwise we’re not going to get to the other. So timing the agenda is a big deal. You know, Michael, I’ve

[00:24:58.64] spk_0:
even seen where uh aboard and I’ve seen this in other meetings as well outside the board setting, where there’s a timekeeper appointed. So so the chair can keep the conversation flowing and relevant. And the timekeeper is the one who says, we only have three minutes left for this topic. You know, like mr mr and mrs board chair, there are only three minutes left on this topic. You know, it’s up to you to decide what you want to do, but I’m the timekeeper and I’m letting you know there’s only three minutes left. But just another,

[00:26:41.64] spk_1:
it’s an interesting notion I actually kinda like it goes back to as you know, I spent a good part of my legal career as a prosecutor and you know, and the notion of good cop, bad cop, right? So so the board chair is a good cop. No, no, I’m not controlling this, right? Someone else is telling us we have to stop, but I’d love to let you talk forever. Right? Yeah, good. You know, so it’s a good thing. The other thing too is there’s a framework for board discussions which rob Acton is used in in in his in his writings and he’s, you know, and he says there are three kinds of questions that boards need to be looking at generative strategic and fiduciary, okay, generative is where are we going, why are we doing this? What’s our purpose? Right? Strategic is how do we do it? And fiduciary other details and you know, and part of what happens is so much of board meetings tend to be taken up with fiduciary matters and not enough time on generative and strategic matters. So again, as the, as the leadership team is thinking about the agenda, they should be asking, you know, are there questions of that nature, generative and strategic that we need to be thinking about, you know, so it’s good paradigm.

[00:26:43.44] spk_0:
Yeah, brian’s got his hand

[00:27:34.14] spk_2:
out and I want to add to that, that when we talk about developing these board meetings, a lot of boards meet if not every month every other month and I’ve always felt the more often you meet and it’s not something we talked talked about in the book, but it’s something I Michael and I have talked about, the more often you meet, the, the more likely it is you’re going to get into more details because less has happened in the two months you get out of the meeting. Everyone has one committee meeting perhaps than your back. And, and I don’t think boards have to meet as a board every two months. I think if they meet quarterly as a board, there’s, it’s easier to see the big picture. It gives more time for committee work in between and and that alone could help lessen the focus on minutia.

[00:27:43.54] spk_1:
It’s an interesting question. Um, I, I go both ways depending upon the organization and, and the size of the board. But one of the things that’s interesting about another question about board meetings is how do we use board meetings to connect board members with one another?

[00:27:58.64] spk_0:
I was gonna get to this. I wanted to get to the social side of this too.

[00:28:01.73] spk_1:
Great. Okay. Okay.

[00:28:03.09] spk_0:
Yeah. So how do we,

[00:29:40.14] spk_1:
Well, it’s very, it’s really interesting because I think, and I’ve been thinking about this a lot as we emerge from Covid, hopefully emerge from Covid. Right? And, you know, very often would say, okay, you know, what we’ll do is we’ll have a cocktail party before the board meeting, have some wine and cheese, maybe after the board meeting. It’s interesting, but it’s a pretty it’s problematic because what’s likely to happen, what’s likely to happen is that board members will talk to people that they know the people that they usually talk to, right? And they’re going to talk with them about the things that they usually talk about, right? Your your your golf game, your your your your your other involvements, whatever things that they have in common, they talk about. And what I’ve been trying to think about it, we mentioned in the book is how do we create a how do we structure the interpersonal connection so that it’s deeper. Um I just did this yesterday. So whatever the most recent thing in my mind always helps, right? So I retreated. I facilitated a board retreat yesterday, which actually was in person. Um and but what we did was before the, before the meeting, and this can be done. We assigned pairs of board members. Everybody was in a pair of two and they had an assignment. What they had to do was to interview the other person, find out about them, what they like, what they do, what their passions are, what they care about, what they read, what kind of music they’re kids, they’re this, they’re not find out about who they are as a person, and then each one had to then introduce the other at the board meeting. Okay, so this is something that takes some time and you can’t do it all the time, but it’s a very interesting way. And I asked him, I said, what was this like? You said, this was great. These are really interesting people. I want to work with these people

[00:29:58.64] spk_0:
going back to your team, Team building.

[00:30:12.14] spk_1:
Team, go back, yep. So if, if we’re, if we’re going to try to create opportunity, social opportunities, we need to think about what’s the best way to do that to achieve our goals.

[00:30:14.44] spk_0:
I’m skeptical. I’m a little concerned about wine. Before the

[00:30:18.04] spk_2:
meeting, you were getting a little too uh,

[00:30:21.86] spk_0:
a little too loose lipped maybe. But but but I love the idea of the introducing, introducing someone you don’t know, you get to talk to somebody that’s outside your comfort zone, but ought not be because their fellow board member. Right. Right. Right.

[00:31:13.94] spk_2:
Yeah. I had a program at one organization where I was where we, we had board members go out after the meeting together and we assigned the groups so that we had a good mix and people would, would meet each other and and they were, the goal was for them to do that twice a year. It’s all about time. Right? But we thought that was important time to spend so that they’d at least go out to dinner with half the board and some of it depends on the size of your board, what you can accomplish, Right? But we didn’t want groups of more than six because we wanted people to be able to talk with each other. So, but we might send two groups of six out in different directions.

[00:32:13.34] spk_1:
Yeah. You know, and it’s interesting, I’ve seen people do very simple things at the beginning of a board meeting, a consultant I’ve worked with, she always starts out every board meeting with a question. So, tell me about the kind of music you like. Alright, two seconds. Tell me about the most interesting book you’ve read recently and why? It was interesting to you. Right? I mean, two seconds we can do that at a board meeting. It loosens everybody up. It enables people who are introverts to have to say something to get out there and talk. It puts a limit for the extroverts on how much they can talk. Right. But it’s a, you know, so you can do devices like this recognizing because it’s important, it’s important to recognize the importance of the board culture that unless we have that sense of connection between people, none of this stuff is gonna work.

[00:32:19.84] spk_2:
Okay. And now let’s bring it

[00:32:21.11] spk_0:
to the to the book title.

[00:32:22.62] spk_1:
Okay. Will

[00:32:24.45] spk_0:
will fundraise Shall shall engage board shall fundraise.

[00:32:28.32] spk_1:
How is No, no, no, no, no. We didn’t use the word shall. Now I I added shall because that’s pretty that’s pretty perspective prescriptive, prescriptive. I

[00:32:58.54] spk_0:
know, yes, contract, contract, your shall versus will um no. The book title is engaged. Boards will fundraise. So how does having better board meetings and board members knowing each other better through these simple social devices? Social methods improve our fundraising

[00:35:18.54] spk_2:
Right. Well, as Michael has talked about a fair amount, it creates a team and a sense of joint responsibility. You’d think that it exists just because they have all joined this same organization. But you can’t just accept that as fact, you have to work on it. So by building this team, this camaraderie by, by helping people understand each other. Uh, there is a shared sense of, of, of responsibility. Second, by really engaging the board in these discussions and having the board understand the organization at a more nuanced and important level. It is easier for them to talk about the organization to feel comfortable doing it to represent it properly and to do it passionately, which is key to fundraising right? Being an ambassador for the organization. So many board members uh, say I, I don’t know enough about the organization to go out and talk about it. I’m afraid I’m gonna say the wrong thing. I don’t know the organization like the executive director does. And one of the steps here is to get board members more comfortable as ambassadors talking about it. Uh, and it’s funny because I always say to board members, you don’t need to know all the details. You don’t have to know every little thing and all the numbers and such. You just have to be passionate and authentic to tell a good story and get people excited about the organization and its incense goes hand in hand with the board meetings. Right? And if we’re concentrating on Mnuchin the board meetings, then the board members think they need to know the minutia. If we stay out of the minutia in the board meetings, then the board members can feel okay, this bigger picture is what’s important. So, so we build a sense of responsibility and we build, uh, more of a comfort in talking about the organization. We also build an understanding of why the funds are needed and what they will do, right? It’s not just we need money. Uh, will you give me money? I love this charity, but this is the impact we’re going to, how they can talk about that. So, okay, so that gives them a basis for going on fundraising.

[00:36:05.03] spk_0:
And that’s sort of a perfect transition to getting now to the discussion of engaging the board in the right kind of funding in fundraising. So, you know, listeners, you just get, you gotta get the book to, to learn more about how to engage your board. Um, they talk about the different duties of care and loyalty and obedience that board members have than governance. There’s, there’s good talk about governance, uh, that, you know, belonging in in one place and management, belonging by the other managements, by staff, governance, by the board. You gotta, you know, you got to read the book to get more of that detail about engaging. So now let’s talk about engaging the boards, you know, specifically in fundraising. You to have, Well, I think six different six things, you know, like make the case identify the resistance. Is that the best way to talk through the engaging the boarding fundraising? Or is there a better

[00:39:01.82] spk_1:
way for me? There’s, there’s another way to start it. And that is what brian has been talking about right now is giving the board members the basic tools, right? Thank you. They know how to tell a story, but they’ve got a story to tell. But one of the things that we look at is the fact that there is discomfort, resistance about fundraising. It is not something we do in our normal lives, right? We we do our jobs, we’re professionals, we don’t go out trying to engage other people in the things that we’re engaged in, Right? So they need help doing that as part of the team. Thing is they want to feel I want them to feel responsible to one another. But in addition, there has to be some guidance from, even from fellow board members or from staff into how to do this. So board member says, okay, I, I know I know these, I know these people, I, you know, I’m comfortable with them, I’m willing to talk about it. I’m a little, I’m uncomfortable asking them for something. They were gonna tell me, no, it’s going to harm the relationship and stuff like that. So time needs to be spent. Either one on one with board members and within a member of the Resource Development Committee or as they remember to go through, Okay, let’s figure out how you do this one with respect to the resistance that you have about it. How do you overcome that resistance? You know, what do you do? So for example, one of the techniques I told board members is you never want the first conversation you have with somebody about your organization to be a conversation. We’re asking for money. That’s the kiss of death. So what you’ve got to get to do is, okay, here’s what you gotta do over the next two weeks. You’re gonna are you gonna talk to any friends? Yes, I’m gonna talk to some friends. Okay. Here’s what I want you to do in those conversations. Find something that they’re interested in that allows you to bring up your experience with this organization. You’re not asking for money. You’re not asking to do anything. You’re just bringing this organization into the conversation. That’s your job. Alright, okay. Now, after you do this, let’s come back and talk about it and tell us what your experience is. Now you can do this with the entire board, right? We’re at a board meeting. Okay, everybody next week or between now and the next board meeting has to have one of these conversations with a friend come back and report at the next board meeting. Let’s see what we learned? What was difficult? What worked did they ask you questions? What would be the next steps? So they’ve got to birth, feel responsible for one another. But it also at the same time gets support from one another for doing this incrementally, because this is new to all of us. It’s new to us. You

[00:39:17.32] spk_0:
have an exercise in the book. Seems ideal for a board meeting where you you asked for board members to list their objections to fundraising and then list their personal experience of either having asked or being asked in the past. And the two don’t do don’t align like, the reality canceled out the objections. Like, whose idea is that, is that yours, Michael,

[00:40:53.31] spk_1:
or that’s that’s me. Yeah, Okay. It’s a very simple exercise. You know, I I like to draw upon personal personal experience. I believe that board members got the answers to all these things I’m concerned about. They just haven’t talked about it. My job is to get him to talk about it. So yeah, they’re gonna tell me about I don’t want to fundraise, that’s going to be this is gonna be that they’re gonna hate me, blah, blah, blah, blah, blah. Fine. Okay, now, let’s talk about what actually happened in your life? Have you ever given money? Did anybody why? What was there about that circumstance that made you comfortable and want to do that? So we take their experience and bring it back. I just, I’m gonna intercept here and you can cut this out if you want. One of my later readings is I’ve gone back to the Socratic dialogues, Plato’s writings about Socrates because what Socrates believed was that everybody had the answers to all these important questions in their head and his job was just a problem and ask the questions to get it out. And I believe, I believe this about boards, our job is to use their experience, not tell them what they’re doing wrong, take what they’ve done and learn from it and help them learn from it.

[00:40:59.51] spk_0:
You’re right. That that’s worthless. I’m gonna cut that

[00:41:01.53] spk_1:
out.

[00:41:04.13] spk_0:
Um, yeah, brian,

[00:42:07.90] spk_2:
but yeah, so you know, adding to what Michael said, one of the, one of the kickers here is board members having to ask all their friends only to be asked to give gifts in return to the other organizations that you know, with pro quo. And I’ve been talking about this for a decade at nauseam because it is horrible short term, a transactional fundraising. And it’s gotten really bad in our field to our detriment. And everyone gets sort of, uh, the organizations get stuck on this. It’s like a Like cocaine, right? And, and, and, and can’t move away from it. Well, we need the $50,000. The board raises and it’s like, Okay, well your board is going to hate doing this type of fundraising. They’re not going to be inspired when they leave, all those gifts are going to leave with them and so forth. So you’ve got a short term gain, you’re getting some money in the door. But everything else is wrong. We don’t, I always have people

[00:42:10.40] spk_0:
good point about just the last one you said, I want to just amplify when the board members leave. Those gifts are going with that. When I just, I just wanted to amplify that.

[00:43:21.30] spk_2:
When I say that to board, the lightbulb goes off, I say who I’m not? If I’m on the board and I leave the board, I’m not going to keep asking just if I could give gifts to all my friends and what what happens when you have me as a board member, uh, do this is I end up giving money away two organizations I don’t care about just to be nice. And whereas it would be better if I gave all that money into my organization that I love and tell people you give it where you love where, where you where you’re excited because then I’ve made a bigger investment in my own organization, have a bigger stake. I’m more of an investor. And if if I think I first wrote about this 10 years ago that if I had one wish in the nonprofit world, it would be to stop the quid pro quo fundraising today because it’s a sisyphean task. It’s just not getting anyone anywhere. It’s keeping them from anything strategic and it and it is burning out the board members. And when board members come to the board, often they’re on their first board. They assume that this is the type of fundraising we’re going to ask them to do, which is why they have such resistance.

[00:43:32.80] spk_0:
What do you want to see in in its place?

[00:44:19.29] spk_2:
What I want to see is the board members to serve as ambassadors and what I call many major gift officers. So let’s look, people look at the big shots, they look at the hospitals and the universities and these massive organizations because they raise so much money and they’re very visible and they all have what we call major gift staffs. They have, Uh, staff whose sole responsibility is to take 150 200 prospects donors and cultivate and solicit them and steward them along. Right. And, and those staff for year after year have these people have this portfolio if we want to call it that. Yeah. And that’s great. But most organizations have a budget under $1 million. Most organizations are lucky if they have one development officer who’s doing everything. Special events, direct mail, grant writing,

[00:44:34.29] spk_1:
crowdfunding

[00:46:35.38] spk_2:
You name it and maybe has 5% of their time to actually go out and talk to significant individual donors. So what I want rather than this transactional fundraising is for every board member To be a mini major gift officer with four prospects slash donors on their radar screen, who they stick with And those may or may not be their own contacts. Many organizations have people who need more attention than they’re getting and they don’t get it because the executive director and our director of development don’t have the time. I’d sooner see the board members taking donors out to coffee, calling them and thanking them for gifts, attending cultivation events with them and asking them what they think than being worried about soliciting the gift. I’m much less concerned about board members asking for a gift. They don’t have to ask for a gift as a matter of fact, and I only was thinking of this this past week. Major gift officers don’t always ask for the gift. So I was a major gift officer from my alma mater. I was in charge of solicitations in the midwest big gifts. And you know, there were times I asked many and there were times when someone else asked the president, the senior vice president, um, volunteer this idea that just because you’re cultivating and stewarding someone means you’re the Askar. It actually doesn’t even add up with professionals. So I want the board concentrated on this other work, which most of them are willing to do. Oh, I’ll happily call for people and thank them for their gifts. So I’d be happy to take people out and thank them and get to know them better. Ask them if they’ll come with me or or send them a personalized update. And this is incredibly important work. If we’re going to build relationships. And the other point I put out the three of us know the numbers that most, Most of the money, most of the charitable gifts come from individuals, 85, everything you had

[00:46:42.59] spk_0:
When you had requests. It’s like 88 or so. But yesterday that request is 77 or something like

[00:48:00.07] spk_2:
that. The largest gifts come from people. We know if you look at your own giving right and where the and individuals are really loyal. I ask people all the time on boards. This is part of breaking down that resistance. What’s the longest number of consecutive years you’ve contributed to an organization Now for many, it’s our alma mater, right? So I graduated in 84. I’ve been giving to them for 37 years and I’ll give them till I die. And many people do. That could be your church there. We give for decades. So we don’t, it’s not about the short term win. It’s about what I call an annuity of gifts over what could be decades. If you bring someone in and they get excited most of our organizations or institutions that are going going to be doing our work forever. Some are meant to put themselves out of business and result some problems. But most nonprofits will be here for 100 200 years assuming the planet is and you know helping people with medical needs, helping seniors, helping kids get educated, whatever it is, building community. And we want people to have a state for a long time. So let’s have board members help build that state with these individuals

[00:48:24.87] spk_0:
and that that also relieves board members of the, the fear and anxiety of having to be the solicitor. You know, some board members will step up to that, some will with training, but it’s not necessary. You’re saying board members can be building the relationships in all these different ways. Maybe hosting something in your home with four or six couples or something, all these different ways. You know that you mentioned the thank you, notes the acting as the ambassador all these ways and then maybe you’re you’re cultivating them for someone else to do the solicitation, maybe maybe the board member is involved in it or maybe not, you know, it doesn’t have to be

[00:49:04.17] spk_2:
right. It goes back to the good cop bad cop, you know, the board members, the good cop and then brings the Executive Director and Director of Development and to ask for the gift that’s perfectly legit perfectly legitimate. I played that role many times as an Executive Director Director of Development where I asked um, yeah, where the board member cued it up right

[00:49:27.37] spk_0:
and you’re collaborating in the relationship, the board members reporting back, letting the ceo no. You know, this is this is how it went with her. But you know, the ceo is asking, you know, do you feel like it’s maybe it’s the right time for me to ask or for us to ask or is it still too early? Or look, she expressed interest in this particular program. And you know, the board was just talking about expanding that, putting putting more resources to that. This could be a very timely topic for me to bring up at a, at a meeting with her or the or the three of us. You know, you’re you’re you’re collaborating around the relationship, you’re strategizing about when the best time is to actually do the

[00:50:19.96] spk_1:
solicitation, right? And going back to board meetings for a second. One of the things you want to do with the board meeting is acknowledge the people that have done this. You know, wow, let me, let me tell you, the executive director said, let me tell you that. You know brian and I brian introduced me to so and so and we had a meeting and you know, we walked away with a check for $5000. Thank you brian. That’s what you gotta do, right, celebrate. It builds it celebrate the winds and it builds it into the culture. You don’t want to be the only one who never gets it. Thank you. Right? Let’s

[00:50:30.36] spk_0:
talk about the expectations, establishing expectations around giving and fundraising for

[00:50:32.75] spk_2:
board members. Yes.

[00:50:34.60] spk_0:
Who wants to kick that off? Let’s spend a little time with that. Yeah, brian,

[00:53:22.35] spk_2:
can I? Because I’m, I have, I’m rabbit about this one actually to, um, I cannot stand minimums and given gaps, give or gets excuse me. I believe that everyone should do their best on both. Besides everyone should give a personally significant gift as an investor in this organization and do their best at fundraising. And, uh, without going into great detail. What I see time and again as a minimum gift ends up being a ceiling, not the floor. You think everyone’s gonna, okay, everyone’s gonna give at least this. But most people then give that, it feels like do is you set the, the amount low so that most people can reach it. You still have some who can’t. And, and it’s been proven again and again, that that minimum gifts do not generate the largest gifts, minimum gift requirements don’t help. And people say, well, how do board members know what to do? And I said, well from the very beginning, and we talk about a job prospectus in the job description, You tell prospective board members, here’s the range of gifts we have. Board members giving anywhere from $500 to $5000 depending on their capacity. We ask people to do something very significant, given the who they are and what they can do generally, right, we want everyone to feel that they’ve made a gift. They thought about that’s important to them. Some people said ask for that. One of the top three gifts you give anywhere, which is a very concrete way to put it and, and, and works. So on the gift front, you give people guidelines. And here’s, here’s an interesting thing. You actually asked board members for a gift. I’m amazed. We’ve never in good best fundraising or best practice fundraising. We ask our major gift donors for an exact amount, you know, Tony. Would you consider a gift of $10,000 etcetera? And yet we let our board members just give whatever they want to give. Why would we do that? I really push asking every board member for a specific amount that, that, that is personally significant to them, makes them think about what’s significant And on the get side, I really believe it should be the best of your ability because if we say you’ve got to give or get 5000, a board member with a lot of capacity can just give the whole thing and not do any work or swap gifts with friends. And, and yet, and the board member with less capacity is left, um, doing the hard work and that doesn’t make for a team. Everyone needs to do the hard work together.

[00:54:44.54] spk_1:
There’s a couple of, I mean, I, I’ve learned this from brian and that’s my become my mantra with working with, working with boards about personally significant gifts. And there’s a couple of there’s another consideration now, especially with with our desire to diversify our boards, don’t, we may be reaching into populations that don’t have access to resource, but they’re important in terms of perspectives that they bring to our deliberations. And so having this as the standard personally significant gift for everybody. It’s equal, we’re all equal. We’re all giving the best we can. Another part of that. And I really like what brian says about, you know, asking our board members, it’s a negotiation, Right? It’s not a no, I need $1,000 from you and that’s what you gotta do because you’re a board member. It’s what I, you know, let let me let me tell you what I give. Okay. And now here’s what I think might be reasonable for you. Let’s talk about it. Okay. Is it really is is that a reasonable gift for you? It’s not demanding its opening a conversation as as the possibilities. So, you know, I mean, I’ve done some capital fundraising and very often we ended up in a negotiation. You know, I asked, I went in asking for a certain amount which I thought that person could give or we thought that that person could give when I put that number on the table and kept my mouth shut for a few minutes, you know, so they came back and they said, well, you know, that’s a little okay, let’s talk about it then,

[00:55:06.14] spk_0:
Support support training? It could be training, could be staff, support for the, for the, the board that the, that the, the, the employees, the staff are, are obligated to give either their own or through a consultant. What kind of, what kind of board, what kind of support do we need to give? Our board members around fundraising?

[00:58:29.12] spk_2:
There are 22 pieces here. The first gets back to something, Michael said a long time ago about staff and the need for staff support in terms of the board meetings and the board members being involved, board members will only help with the fundraising to the extent they have staff support. They’re always gonna need staff guidance materials, someone to bounce ideas off of and and such staff need to be managing this, reminding board members of their next action step with a certain donor, um, providing materials and so forth. So staff have to keep the tracker, as I call it this, even if it’s an Excel spreadsheet with a list of everyone and who does what and, and, and, and constantly move the process forward. But probably the most important thing is training because, as Michael noted, board members come with very little experience and a lot of trepidation and the more training they can get, the more comfortable, they will be the more comfortable and effective. I always ask when I do a training, how many of you have ever been asked for a gift the way we’re talking about it. How many times has someone said, Michael, would you consider sitting down with me so I can ask you for a special gift to our organization. The truth of the matter is with all the asking out there with all the fundraising in every form. Very few people end up in these conversations. It’s the big, big, big, big donors, Right? And, and so many board members have never been on the other side of the equation and really have no idea what one of these meetings about. They assume you just go in and you ask for money, you just say, you know, will you give this? They don’t, there’s no way for them to know because they haven’t experienced it themselves. So we need to teach them what it is. Uh, and, and that it’s all about the relationship, which definitely takes some of the pressure off. It’s always about the relationship and it is never about the gift to me. That is the number one rule in fundraising. And I will leave money on the table time and again, I just, I just coach someone an hour before this conversation who’s the head fundraiser for a program within the school because a donor um, offered up an amount before being asked for an amount and it’s a significant amount and a big step forward. And the question becomes, do I go back, do I negotiate? And some of this is happening by email and I said in knowing the stoner, I said, you take the win. It’s about the relationship, This is much, this is big for you. There’s always next year, the year after and so forth. So teaching board members, it’s about the relationship, not the gift, whatever happens this year, that’s okay. We’re building the relationship helps them feel more comfortable because they think they’ve got to go in and come out with whatever you all were hoping for. You know, it’s a, it’s a it’s um, and we’re guilty of building this mindset. We as a culture.

[01:00:50.81] spk_1:
The other side of it is that there are some very for me very simple things that boards can learn how to do to build a relationship. For example, one of one of the things I very often do with a board retreat, simple exercise or on fundraising. I tell people, look, you’re now going to somebody, you’re sitting in somebody else’s fundraising dinner and there’s somebody sitting next to you. Okay, So you want to have a conversation with the person sitting next to you, get to know them. So here’s your job. You’ve got to ask that person questions about what they’re interested in their lives and zones of fourth and you’re looking for someplace in them that connects with your organization. Then when you find that place, then you can introduce your organization, but that’s your job and we, you know, we pair up and people around, you know, around the room, sit down and try to have these conversations and realize that they can because these the way in which we want to build relationships is a technique and it’s something we need to practice and become comfortable with. You know, people are not used to really interestingly asking questions. We all tell people things about ourselves, but we don’t ask them questions about themselves. So, I mean that’s one of the pieces of support, right? Doing those kinds of things, telling stories quick. You all went to visit the program, tell me something that happened in that program that you saw that really was important to you. That inspired you. That made you think about the value of this organization. Tell me the story. Well, people don’t know how to tell stories. They have to learn how to tell stories. It’s it’s but it’s a very simple, you know, these are not complicated techniques, but it’s all part of becoming comfortable in what brian is talking about in this ambassador role relationship relationship relationship.

[01:01:14.41] spk_0:
I love the relationship, not the gift like that brian. All right, we’re gonna leave it. We’re gonna leave it there with the with the support idea. You gotta support your board members, Michael Davidson, consultant and coach. He’s at board coach dot com. Ryan Saber asking matters, asking matters dot com and he’s at brian Saber, Michael brian thanks very much. Terrific.

[01:01:18.66] spk_1:
Thank you. It was a pleasure tony great questions. Thank you. My pleasure.

[01:01:31.31] spk_0:
I’m just, I’m just trying to keep things going. Look book and the book the book, it’s Michael and bryan, who cares about Michael and bryan is the book you want? The book is, the

[01:01:33.13] spk_1:
book is

[01:01:35.71] spk_0:
the book is engaged, boards will fundraise how good governance inspires them. It comes out this week, this week of october

[01:01:44.63] spk_1:
18th yes,

[01:02:17.91] spk_0:
it’s not a long book, but it is long on value as you can tell from this outstanding conversation, lots of value in the book. Our creative producer is Claire Meyerhoff. The shows, social media is by Susan Chavez. Marc Silverman is our web guy and this music is by Scott Stein, thank you for that. Affirmation scotty Be with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great

Nonprofit Radio for October 18, 2021: Engaged Boards Will Fundraise

My Guests:

Michael Davidson & Brian Saber: Engaged Boards Will Fundraise

Michael Davidson, the board coach, and Brian Saber from Asking Matters, have teamed up to write the book that reveals how to get your board to fundraise: Engage them.

 

 

 

 

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[00:00:10.94] spk_3:
Hello and

[00:00:12.12] spk_5:
welcome to tony-martignetti

[00:00:20.54] spk_2:
Non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast.

[00:00:27.74] spk_5:
Oh, I’m glad you’re with me. I’d be forced to endure the pain of

[00:00:29.56] spk_2:
cellulitis if you inflamed and

[00:00:31.81] spk_5:
irritated me with the idea that you missed this week’s show

[00:00:35.74] spk_2:
engaged boards

[00:00:37.14] spk_5:
will fundraise

[00:00:39.24] spk_2:
Michael Davidson, the board coach and brian Saber from asking matters have teamed up to write the book

[00:00:49.54] spk_5:
that reveals how to get your board to fundraise engage them

[00:00:52.04] spk_2:
and tony state too

[00:00:55.94] spk_5:
podcast pleasantries. We’re sponsored by turning to communications

[00:00:58.19] spk_2:
pr and content for nonprofits.

[00:01:03.14] spk_5:
Your story is their mission turn hyphen two

[00:01:11.44] spk_2:
dot c o. It’s my pleasure to welcome back Michael Davidson and brian Saber, Michael is a consultant specializing in nonprofit board development management, support,

[00:01:22.34] spk_5:
leadership, transition and executive coaching for nonprofit managers. He has over 30 years experience in nonprofit board and managerial leadership.

[00:01:29.04] spk_2:
Michael’s at board coach

[00:01:31.11] spk_5:
dot com.

[00:01:32.94] spk_2:
Brian Saber is a co founder of asking matters

[00:01:43.34] spk_5:
and one of the fields preeminent experts on the art and science of asking for charitable gifts face to face. He’s been working with boards for more than

[00:01:45.38] spk_2:
35 years

[00:01:46.66] spk_5:
to help unlock their fundraising potential

[00:01:49.94] spk_2:
brian’s company is at asking

[00:01:51.78] spk_5:
matters dot com and he’s

[00:02:00.24] spk_2:
at brian Saber together. Michael and bryan co authored the book engaged boards will fundraise

[00:02:03.64] spk_5:
how good governance inspires them.

[00:02:06.44] spk_2:
Their book

[00:02:07.32] spk_5:
brings both of them and back to nonprofit radio

[00:02:12.24] spk_2:
Michael and brian welcome back to

[00:02:15.54] spk_0:
the show what a pleasure great to be back very.

[00:02:17.85] spk_1:
Happy to be here

[00:02:18.61] spk_0:
Glad to have you.

[00:02:21.84] spk_2:
Yes, congratulations on the book. Thank

[00:02:22.12] spk_0:
you,

[00:02:27.44] spk_2:
Michael, your book title is emphatic. There’s no hedging no qualifications.

[00:02:31.34] spk_0:
Absolutely. How can you be

[00:02:32.40] spk_5:
so sure engaged boards will

[00:03:44.94] spk_0:
fundraise? Well, it’s a it’s a great, great question, tony and it really is the answer to that is in the title if if you’ve got a board that really does care about what the mission and the vision is of the organization, that’s why they’re there. If they have that personal motivation to be involved in your organization and to care about the impact that you’re having in the, in the world and are engaged in the ownership of that impact, in managing it. They care enough to do this. What are our whole premises? We can teach board members how to fundraise, brian has been doing that forever. Our job is to figure out how do we make board members want to fundraise and making them want to fundraise is engaging them, engaging them with their fellow board members, connecting them with their fellow board members and deeply connecting them with the vision and the passion that brought them to your board in the first place. That’s the simple, really the simple answer for this. If they’re engaged, they’re gonna want to, they’re gonna want to make this organization happen, which includes raising the money for it

[00:04:00.24] spk_2:
and much of the book is getting that engagement doing it properly. We go from details like the board meeting, which we’re gonna talk about two to broader engagement. You want

[00:04:10.41] spk_0:
Yes. In fact, you say

[00:04:13.04] spk_3:
fundraising must be

[00:04:14.15] spk_5:
fully integrated

[00:04:15.98] spk_2:
with the active engagement

[00:04:17.71] spk_5:
of the board

[00:04:18.72] spk_2:
in its, uh, fiduciary and leadership roles.

[00:04:22.78] spk_0:
Right

[00:04:34.24] spk_2:
flush that out for us a little bit. Uh, you know, we got plenty of time together. You don’t have to, you don’t have to pack it all into one answer. But why are we starting to get into their fiduciary in leadership roles? And, and there that relationship with fundraising?

[00:05:18.84] spk_1:
Well, let’s look at the budget for example, and often a budget is presented to the board. The staff puts together a budget and if it seems like it adds up the board approves it often it’s maybe just slightly incremental from the last one. Not a lot of explanation, sometimes a lot of detail without higher level explanation. And so the board is basically just, I hate to say rubber stamping it and that, that’s just that’s very passive if the board is involved in developing the budget and has really given a sense of what can be accomplished with a larger budget

[00:05:29.04] spk_0:
and get to choose

[00:06:34.24] spk_1:
and say yes, we’d like to do more. And we understand our role in that, that we can’t just tell the staff to raise more here is where the money comes from, here is our role. This is how we develop larger donors. It does take the board unless where university with a big major gift staff were it for most organizations. The board is the major gift staff. We get that we want our organization to do more. We’re going to agree to this budget, knowing all of that, then they’re in it together. Everyone around the table is a knowing, a willing participant very different. And we don’t see a lot of that happening. And yes, it’s hard on, especially smaller organizations to get all of this done. But it’s critical. It’s critical not to shortchange the process. If we short change the process, we can’t expect the board too enthusiastically go out and fundraise. This reminds me

[00:06:34.96] spk_2:
of that

[00:06:36.04] spk_0:
old conventional

[00:06:56.04] spk_2:
wisdom, you know, ask for if you want money asked for an opinion, your, if you want to, if you want an opinion, ask for money, you’re, you’re, you’re saying you’re getting the board’s opinion, you’re calling an engagement. But it’s bringing in the board’s opinions about what the organization should be doing. What should be paring back where it should be heading. Is that, is that, is that essentially what you’re doing is getting bored getting bored opinions

[00:08:57.24] spk_0:
an ownership because it’s not just their opinion on the budget. They put their opinion into this budget, They work with staff on developing it. But at the end of the day they raise their hand and they say, I approve this budget with these particular fundraising goals included. It. I agree to this. They make that decision. You know, one of the things that’s interesting in connection with this, this puts a lot more work on staff. They got to spend more time on the budget. And very often stand said, oh my God, leave the board, we’ll do the budget. Don’t bother them, it’s going to take too much time to explain all of this to them. They may disagree with us on our priorities, they may think other things are important. I don’t want to get involved in that. Let’s just give them a budget a quick five minute vote and done right. So it requires staff executive director to say, you know, if you want a board that’s going to fundraise, you’ve got to spend the time listening to them explaining to them engaging with them and they may come out somewhat differently than you do. You’ve got to live with that. You got to live with that. It’s not your organization, it’s your joint organization. That’s, you know, that’s a lot of work. So, you know what we’re saying may sound simple, you know, has for advice. You get money. But the reality is, there’s a commitment involved, Both on the part of board members and on the part of staff to make this, you know, staff comes to us all the time, but Brian and I’m here this 10 times a day. My board won’t fundraise. Oh, well, what are you doing to get them to do that right, just another

[00:09:00.48] spk_1:
piece of it, which we’ll get to it, having them do the right fundraising. So that’s the other half of the equation, which cover because it is a double edged sword there. Okay.

[00:09:10.54] spk_0:
Uh,

[00:09:20.04] spk_2:
Michael, can we at points then push back when, when it comes time for, for board commitments around fundraising and say, you know, you all agreed to the, to this budget, You took ownership of the budget, You held your hands up and voted well, now it’s time to fund what you all agreed to. Can you, can you sort of give it back to them that way?

[00:09:39.24] spk_0:
Absolute. And it requires one on 1 work with each board member. And for me, that’s the role of the Resource Development Committee. So let’s talk about it. We’ll get to brian’s magic number of, you know, what are you going to do? Well, And uh, yeah,

[00:09:52.62] spk_2:
well, before we get to the fundraising part, I want to, I want to spend time on the engagement part.

[00:09:56.85] spk_0:
Sure.

[00:10:08.64] spk_2:
Let’s not go anarchy economy. I wanna, I wanna, I wanna, I wanna get this. You talk about a, a culture that creates full engagement. Uh, who’s best for uh, I don’t know who to call on a Socratic method from law school, I don’t know. Uh, but I don’t want to go like ping pong either brian Michael, brian, Michael, death too monotonous. So, you know, who’s, who’s best for talking about creating this culture of engagement at, on

[00:10:26.55] spk_1:
the board. We love

[00:12:29.04] spk_0:
Michael. okay for me, you know, this came out of it, I did a workshop with a number of consultants on helping them learn how to do what I do. And one of the consultants brilliant actually, we’ve got a quote from her and Catherine devoid. Catherine said, you know what you’re talking about, Michael is a board culture and peter Drucker, the management bureau says, you know, culture eats strategy for breakfast. What we want to do when I talk about a culture is a culture is a team for me aboard, culture is a team. We see ourselves as a team. We understand we know each other, we’ve spent time with each other and we jointly want to do something. We jointly believe in this in this mission. Okay. And we encourage and support one another. So the culture at base has a system where board members know each other and work together on various kinds of things. Then you have the motivation and then board members can encourage and hold one another accountable for what they’re doing. So the culture starts with making sure that board members know one another personally personally know who they are, who they are and from that you can begin to build a sense of a team, we’re in this together, we’re not separate. It’s a very, it’s a very different notion of what the board is. You know, you and I tony were lawyers, right? So we start okay, this is the fiduciary responsibility. This is the board. This is what they’re supposed to do brian and I are asking the question, yes, we know what they’re supposed to do. How do we make them want to do it? And part of it is the mission, but part of it is their sense of responsibility to each other. Think about a sports team, right? What makes a good sports team? Not a collection of stars, Right? It’s a collection of individuals who don’t want to let one another down. I want to do my best because I’m with you were doing this together. You get the matter

[00:12:45.94] spk_2:
used to the metaphor, Michael of the rowing because you’re a rower and you had the coach boat and rowers have to be working in unison,

[00:13:48.34] spk_0:
right in unison. And there’s a great quote which I use in the book from the boys in the boat, in which the coach tells this roller, right? You know, you’re a good rower. Let me tell you what you need to do to be a great rower to be a great rower, you need to trust every other guy in the boat when you trust everybody else. You will be great. That’s interesting notion, right? Because I know if I know Tony, I know you’re pulling as hard as you can, I’m gonna pull as hard as I can. If I’m not so sure about you, Why do I kill myself. Right? But I know you tony You’re gonna pull with everything you got. And so I’m gonna pull with everything I got. It’s a very simple kind of notion, but to us it’s very, very important. It’s creating the board as a group, not as a collection of separate individuals as a team and they hold one another accountable and they don’t want to let one another down. It’s the experience we’ve all had brian. How do we start

[00:13:49.60] spk_2:
building this trust among board members?

[00:13:59.14] spk_1:
Friend? Well, first we look at the time we, they spend together and how we’re using it. So I always say to people, it’s amazing the percentage of a board members time that is spent in board meetings and the percentage of the board meeting time that is not spent well.

[00:14:15.34] spk_0:
So

[00:16:10.84] spk_1:
if you’re going to have a two hour meeting every other month, that’s 12 hours and, and maybe they’re in a committee meeting once every two months or once every month or something. But almost all the time is spent together in these meetings. And the meetings have so much, uh, reporting, there’s so much happening there, that doesn’t have to happen. Uh, and, and, and so the meetings don’t allow for this team building where, where the board members are grappling with the big issues and wrestling with the future of the organization, uh, how the organization is presented where it fits in a big, important issues and they should be wrestling with those because they’re the board and they have the responsibility for moving this organization ahead, keeping it safe, making sure it’s doing the right thing. And uh, so many board meetings have very little discussion of program presentation of program reporting back from board members of what they’ve seen in the program. And lots of board members rarely even see the program in action. So the board meetings are very report central centric. No one wants to give up their their chairman’s report, their executive directors report this report, that report. And we try to move people towards these consent agendas where all the reports go out in advance are simply approved and you have to read them. You have to read them in advance because you can’t just come to the meeting and expect to have a conversation about them even. And even the action steps should be discussed. You

[00:16:18.84] spk_2:
even suggest in the book that questions about what’s in the consent agenda have to be submitted in advance of the meeting. You can’t come to the meeting with your questions about the previous the previous minutes or or everything or the reports that are in the consent agenda. You got to submit your questions in advance. So we know you’ve read them.

[00:16:30.54] spk_5:
It’s time for a

[00:16:37.44] spk_3:
break turn to communications. You want relationships with journalists than hire former journalists

[00:16:39.92] spk_0:
who know how

[00:17:10.14] spk_3:
to build those relationships, including one of them. One of the partners worked as an editor at the Chronicle of philanthropy. But both partners, our former journalists. So they know how to build those relationships. They know when it’s the right time to contact journalists. They know how deadlines work and they can coach you on talking to the journalists once they get you those relationships. So you want the relationships higher folks who used to

[00:17:11.64] spk_5:
do that work,

[00:17:44.54] spk_3:
turn to communications, they’ll get you set up. They have existing relationships that can help you build new relationships with journalists. And where are those existing ones? You’ve heard me regale you with the the litany of media outlets were turned to has relationships. So figure turned to communications, talk to them, turn hyphen two dot c o Your story is their mission

[00:17:48.64] spk_5:
now back to

[00:17:49.72] spk_3:
engaged boards

[00:17:51.11] spk_5:
will fundraise

[00:17:53.94] spk_2:
how many of us has been in board meetings where people, you can see, you see, you see people for the first time, they get there 10 minutes early and they’re poring over their board notebook and you’re just sure that that’s the first time they cracked it open 10 minutes before the meeting. And what’s really, they’re wasting

[00:18:10.46] spk_5:
their time at that point.

[00:18:38.54] spk_1:
And then you get one or two board members who hijack a meeting with questions and they shouldn’t be allowed to, no one gets to hijack a meeting. And if you have this, this structure in place, which is much more about discussion and moving the organization forward, building the team and such, Then there isn’t that time for the small questions. I mean I get driven crazy when budgets are presented and someone goes to one small line item and ask the question. It’s so bad. In many ways. We’re trying to move people away from

[00:19:58.44] spk_0:
that tony There’s another side to this and that’s the role of the executive director in this. Because what we’re urging is that there’ll be substantive questions, for example, on such and such a program. What is the impact of that program and how do we measure that impact? Right. That’s an important engaged, more discussion. Executive directors many say, wait, wait, wait, wait. I don’t want them getting into program. That’s my job. If they start talking about programs, it means they’re trying to manage how I do my my implementation work. Right? And we say we want we want boys to be faced with the real issues, as we say in the book, the good, the bad and the ugly well, executive directors don’t like to do that. They just want to give the board good news put out their report and go home and hope that they don’t bother them. So this partnership takes too right. You’ve got to have an executive director who is willing to engage with the board in these substantive discussions about the future of the organization about the problems that the organization is having about its challenges, not just a good news. So it takes it’s two sided. You can’t do this.

[00:19:59.87] spk_2:
What is the appropriate role for a board member? Board members

[00:22:15.14] spk_0:
around program Michael, for me it’s about impact, it’s not about how you do your program, it’s about what your program is designed to accomplish. And how do you measure what’s the vision, what are you trying to do? How do you measure that impact? I’ve got, you know, I’m on the selection committee for the Awards of Excellence and nonprofit management and one of the things that would look at his program impact. Let me give you one of my favorite examples and that’s the board involved in impact. Right? Um you know, I’m a rower. So this is it’s a rolling story. Okay, so wonderful organization, new york city koro new york no new york works with local high school kids, makes them into competitive rowers, which is really good for their college applications, works with them on college prep stuff and stuff. They were off the wall about the results of their program, 98% of their kids were getting into college. Fantastic. Right. Fantastic. Well. But they had also been collecting data on their kids and one of the things that they saw in their data is that their kids were not doing so great in college. And so the executive director and the board started to look at this data and said, you know, we’re focusing on the wrong end point. Our endpoint should not be college acceptance. Our endpoint, our impact point should be college graduation. So now what do we have to do programmatically to reach that? And we have to put resources, the different kinds of programs and the program to keep track of the kids once they’re in school, bring them back so on and so forth. But it was the board and the executive director looking at the data and looking at the question, what is our goal? What is the impact we’re trying to make? And by doing that, they jointly changed where they were directing resources, some of the staff that they were doing and stuff like that. So that’s an example for me of the board being involved in program, but at the right level at the level of impact and the level of data, not how do you teach? And that’s what executive directors tend to be afraid of. Once they start talking about program then they’re going to start talking about how do I teach you, How do I run my classroom and so on and so forth. And then to the board job

[00:22:26.84] spk_2:
brian, let’s talk a little more about nuts and bolts of

[00:22:29.27] spk_5:
meetings.

[00:22:57.44] spk_2:
If if this is the primary time that the board is spending together, whether it’s committee meetings or or full board meetings. Uh in fact, I’m imagining you two would advocate for social time for the board as well. But so we can, you know, we’ll get to the social part, let’s let’s talk more about some nuts and bolts meetings were trying to build a team, we’re trying to build trust. We want to focus on the right things. What, what more advice they have around meeting structure.

[00:24:32.74] spk_1:
Well, first of all, the agenda needs to be developed jointly by the executive director and board leadership. Sometimes that’s just the chair, sometimes that’s the entire executive committee and it needs to be developed in advance and everyone needs to know their role and be prepared, not just wing it. Uh, so that’s, that’s the first piece. I often hear boards talking about one hour meetings. Now this idea of making meetings very efficient and it reminds me of this issue with government and people want small government. It’s really better government that you want, right? You don’t want to waste the time. It’s not that you’ve got to make it smaller, but it needs to work. Right? And I think an hour is not enough time. I think an hour and a half to two hours gives you uh, the flexibility to dig into a topic. Uh, you have to have some sort of program presentation every time there’s, there’s no substitute for that. The more we connect board members program and give them an opportunity to ask questions about it to learn about it, the stronger their connection will be. So there needs to be programmed presentation, Michael and I prefer that board members are out there, uh, seeing program and are bringing back their own recollections and sharing those with the board. Uh so those those are important. Uh

[00:24:34.34] spk_0:
the

[00:24:55.54] spk_1:
uh we should not have a long executive directors report. We should be asking the executive director just as we ask all the committee chairs to submit their reports in advance. Uh The chair’s report should be very short at the very beginning, very high level, Michael, would you add to that?

[00:25:17.34] spk_0:
Yes, I didn’t do exactly. One is I love to time my agendas. I lay out, you know, we we lay out what’s gonna be and then I put five minutes, 15 minutes, whatever it is and that does a couple of things. No one, it focused the board, it makes us think about where we want big discussion and where we don’t want big discussion. And it also gives the chair of the power to cut things off. So if someone’s going off on a on a rabbit out, you know, at the minute, I know we’ve only got five minutes for this, we have to end discussion now because otherwise they’re not going to get to the I think so, timing the agenda is a big deal. You know, Michael, I’ve

[00:25:41.58] spk_2:
even seen where a board and I’ve seen this in other meetings as

[00:25:45.58] spk_5:
well outside the board

[00:25:46.67] spk_2:
setting, where

[00:25:47.80] spk_5:
there’s a timekeeper

[00:26:09.34] spk_2:
appointed so that the chair can keep the conversation flowing and relevant. And the timekeeper is the one who says, we only have three minutes left for this topic. you know, like mr mr and mrs board chair, there are only three minutes left on this topic, you know, it’s up to you to decide what you want to do, but I’m the timekeeper and I’m letting you know there’s only three minutes left, just another another

[00:27:34.74] spk_0:
enforcer. And it’s an interesting notion, I actually kind of like it he goes back to as you know, I spent a good part of my legal career as a prosecutor, you know, and the notion of good cop, bad cop, right? So so the board chairs the good cop or oh no, I’m not controlling this, right? Someone else is telling us we have to stop, I’d love to let you talk forever, right? Yeah, good. You know, so it’s a good thing. The other thing too is there’s a framework for board discussions which rob Acton is used in his uh in his writings and he’s you know, and he says there are three kinds of questions that boards need to be looking at generative strategic and fiduciary, Okay, generative is where are we going? Why are we doing this? What’s on purpose? Right. Strategic is how do we do it? And fiduciary other details. And you know, part of what happens is so much of board meetings tend to be taken up with fiduciary matters and not enough time on generative and strategic matters. So again, as the as the leadership team is thinking about the agenda, they should be asking, you know, are there questions of that nature, generative and strategic that we need to be thinking about, you know, so it’s the paradigm. Yeah, brian’s got his

[00:28:25.44] spk_1:
hand out and I want to add to that, that when we talk about developing these board meetings, a lot of boards meet, if not every month every other month. And I’ve always felt the more often you meet and it’s not something we talked talked about in the book, but it’s something Michael and I have talked about, the more often you meet, the the more likely it is you’re going to get into more details because less has happened in the two months you get out of the meeting. Everyone has one committee meeting perhaps than your back. And, and I don’t think boards have to meet as a board every two months. I think if they meet quarterly as a board, there’s it’s easier to see the big picture. It gives more time for committee work in between and and that alone could help lessen the focus on the new sha

[00:28:34.84] spk_0:
it’s an interesting question. Um I I go both ways, depending upon the organization and and the size of the board. But one of the things that’s interesting about another question about board meetings is how do we use board meetings to connect board members with one another?

[00:28:49.84] spk_2:
It was going to get to this. I wanted to get to the social side

[00:30:31.44] spk_0:
of this. Great. okay, okay. Yeah. So how do we, well, it’s very it’s really interesting because I think, and I’ve been thinking about this a lot as we emerge from covid, hopefully emerge from covid. Right? And, you know, very often would say, okay, you know, what we’ll do is we’ll have a cocktail party before the board meeting, have some wine and cheese, maybe after the board. Me, it’s interesting, but it’s surprise problematic because what’s likely to happen, what’s likely to happen is that board members will talk to people that they know people that they usually talk to write and they’re going to talk with them about the things that they usually talk about, right, your your your golf game, your your your your your other involvements, whatever things that they have in common they talk about. And what I’ve been trying to think about it, we mentioned in the book is how do we create, how do we structure the interpersonal connection so that it’s deeper. Um, I just did this yesterday. So whatever the most recent thing in my mind always helps. Right? So I retreated, I facilitated a board retreat yesterday, which actually was in person. Um, and but what we did was before the, before the meeting, and this can be done, we assigned pairs of board members. Everybody was in a pair of two and they had an assignment, what they had to do was to interview the other person, find out about them, what they like, what they do, what their passions are, what they care about, what they read, what kind of music they’re kids. They’re this they’re that find out about who they are as a person, and then each one had to then introduce the other at the board meeting. Okay, so this is something to take some time and you can’t do it all the time. But it’s a very interesting way. And I asked him, I said, what was this like you said, this was great. These are really interesting people. I want to work with these people.

[00:30:50.34] spk_2:
There’s no going back to your team. Team building.

[00:31:05.74] spk_0:
Team, yep. So if if we’re if we’re going to try to create opportunity social opportunities, we need to think about what’s the best way to do that to achieve our goals. I’m skeptical.

[00:31:06.89] spk_2:
I’m a little concerned about wine before the

[00:31:09.34] spk_0:
meeting. I get a little too uh a

[00:31:14.07] spk_2:
little too loose lipped maybe. But but I love the idea of introducing someone you don’t know, get you to talk to somebody that’s outside your comfort zone, but ought not be because their fellow board

[00:31:27.74] spk_0:
member. Yeah,

[00:31:53.14] spk_1:
I had a program at one organization where I was uh, where we, we had board members go out after the meeting together and we assigned the groups so that we had a good mix and people would, would meet each other and and they were, the goal was for them to do that twice a year. Uh It’s all about time. Right? But we thought that was important time to spend so that they’d at least go out to dinner with half the board. Some of it depends on the size of your board and what you can accomplish, right? But we didn’t want groups of more than six because we wanted people to be able to talk with each other. So what we might send two groups of six out in different directions.

[00:33:04.64] spk_0:
Yeah. You know, and it’s interesting. I’ve seen people do very simple things at the beginning of a board meeting uh consultant I worked with, she always starts out every board meeting with a question. So tell me about the kind of music you like. Right, two seconds. Tell me about the most interesting book you’ve read recently and why? It was interesting to you. Right? I mean, two seconds we can do that at a board meeting. It loosens everybody up. It enables people who are introverts to have to say something to get out there and talk. It puts a limit for the extroverts on how much they can talk, Right? But it’s a, you know, so you can do devices like this, recognize it because it’s important, it’s important to recognize the importance of the board culture that unless we have that sense of connection between people, none of this stuff is going to work.

[00:33:11.14] spk_2:
Okay. And now let’s bring it to the, to the book title,

[00:33:13.90] spk_0:
Okay, Will Will fundraise,

[00:33:16.58] spk_2:
shall shall engage board shall fundraise.

[00:33:19.58] spk_0:
How is No, no, no, no. We didn’t use the word shall know. I, I added shall because that’s probably that’s perspective. Okay. Prescriptive, prescriptive, I know,

[00:33:41.74] spk_2:
yes, contract, contract you shall versus well, um, no, the book title is engaged. Boards will fundraise. So how does having better board meetings and board members knowing each other better through these simple social devices? Social methods

[00:33:49.74] spk_5:
improve our fundraising?

[00:36:09.83] spk_1:
Right. Well, as Michael has talked about a fair amount, it creates a team and a sense of joint responsibility. You think that it exists just because they have all joined this same organization, but you can’t just accept that in fact you have to work on it. So, by building this team, this camaraderie by by helping people understand each other. Uh, there is a shared sense of of, of responsibility. Second, by really engaging the board in these discussions and having the board understand the organization at a more nuanced and important level. It is easier for them to talk about the organization to feel comfortable doing it to represent it properly and to do it passionately, which is key to fundraising right? Being an ambassador for the organization. So many board members, uh, say I I don’t know enough about the organization to go out and talk about it. I’m afraid I’m going to say the wrong thing. I don’t know the organization like the executive director does. And one of the steps here is to get board members more comfortable as ambassadors talking about it. Uh, and it’s funny because I always say to board members, you don’t need to know all the details. You don’t have to know every little thing and all the numbers and such. You just have to be passionate and authentic to tell a good story and get people excited about the organization. And it incense goes hand in hand with the board meetings, Right? And if we’re concentrating on Mnuchin the board meetings, then the board members think they need to know the menu. Sha if we stay out of the Mnuchin the board meetings, then the board members can feel okay, this bigger picture is what’s important. So, so we build a sense of responsibility and we build, uh, more of a comfort in talking about the organization. We also build an understanding of why the funds are needed and what they will do, right? It’s not just, we need money. Uh, will you give me money? I love this charity, but this is the impact we’re going to have. They can talk about that. So, okay, so that gives them a basis for going on fundraising

[00:36:48.23] spk_2:
and that’s sort of a perfect transition to getting now to the discussion of engaging the board in the right kind of funding in fundraising. So, you know, listen, you just get, you got to get the book to, to learn more about how to engage your board. Um, they talk about the different duties of care and loyalty and obedience that board members have an, uh, governance. There’s, there’s good talk about governance uh, that you know, belonging in in one place and management, belonging by the other management, by staff, governance by the word. You gotta, you gotta be the book to get more of that detail about engaging.

[00:36:50.13] spk_5:
It’s time for Tony Take two.

[00:37:02.03] spk_3:
Oh, can I tell you how much I love sending podcast pleasantries. Thank you. I’m just grateful that you are a

[00:37:02.21] spk_5:
supporter of the show

[00:37:03.67] spk_3:
listening, whether you sample or you

[00:37:08.63] spk_5:
subscribe however you do it. listen all at once to 12 shows or you are the first one

[00:38:03.82] spk_3:
after the shows get published each monday. The first one clicking Thank you pleasantries to you are over 13,000 podcast listeners in aggregate, but you, you’re the person I’m talking to, I’m talking to you right now. I’m thanking. I thank you and I’m thanking you. That’s passive, isn’t it? I’m thanking you. I thank you. I know that’s active. Thank you. Thank you for listening. I’m glad you’re with us. Glad you’re supporting the show. I’m glad the show brings you value. Otherwise you wouldn’t be hearing me hearing me right now. You want to shut me off years ago. So thanks, thanks for being with me. Thanks for being with nonprofit radio That is Tony’s take two. We’ve got boo koo, but loads more

[00:38:06.37] spk_5:
time for

[00:38:07.82] spk_3:
engaged boards will

[00:38:10.41] spk_5:
fundraise.

[00:38:15.32] spk_2:
So now let’s talk about engaging the boards, you know, specifically in fundraising. Um, you two

[00:38:18.11] spk_5:
have

[00:38:19.12] spk_2:
was, I think six different six things, you know, like make the case identify the resistance. Is that the best way to talk through the engaging the boarding fundraising? Or is there a better

[00:41:15.91] spk_0:
way for me? There’s another way to start it. And that is what brian has been talking about right now is giving the board members the basic tools, Right? Thank you. They know how to tell a story or they’ve got a story to tell them. But one of the things that we look at is the fact that there is discomfort resistance about fundraising. It is not something we do in our normal lives, right? We, we do our jobs, we’re professionals, we don’t go out trying to engage other people in the things that we’re engaged in. Right? So they need help doing that. It’s part of the team. Thing is they want to feel, I want them to feel responsible to one another. But in addition, there has to be some guidance from either from fellow board members are from staff into how to do this. So board member says, okay, I, I know I know these, I know these people, you know, I’m comfortable with and I’m willing to talk about it. I’m a little, I’m uncomfortable asking them for something. They were gonna tell me, no, it’s gonna harm the relationship and stuff like that. So time needs to be spent. Either one on one with board members and within a member of the resource development Committee or is there a member to go through? Okay. Let’s figure out how you do this one with respect to the resistance that you have about it. How do you overcome that resistance? You know, what do you do? So, for example, one of the techniques I told board members is you never want the first conversation you have with somebody about your organization to be a conversation we’re asking for money. That’s the kiss of death. So what you’ve got to get to do is OK, here’s what you got to do over the next few weeks. You are you gonna talk to any friends? Yes, I’m gonna talk to some women. Okay. Here’s what I want you to do in those conversations. Find something that they’re interested in. That allows you to bring up your experience with this organization. You’re not asking for money. You’re not ask them to do anything. You’re just bringing this organization into the conversation. That’s your job. Okay. Now, after you do this, let’s come back and talk about it and tell us what your experience is. Now you can do this with the entire board, right? We’re at a board meeting. Okay, Everybody next week or between now and the next board meeting has to have one of these conversations with a friend come back and report at the next board meeting. Let’s see what we learned? What was difficult? What worked did they ask you questions? What would be the next steps? So they’ve got to both feel responsible for one another. But it also at the same time gets support from one another for doing this incrementally, because this is new to all of us. It’s new because you have

[00:41:31.41] spk_2:
an exercise in the book seemed ideal for a board meeting where you uh, you ask for board members to list their objections to fundraising and then list there a personal experience of either having asked or being asked in the past. And the two don’t do don’t align like the reality cancels out the objections exactly whose idea is that. Is that yours, Michael?

[00:43:10.90] spk_0:
Or that’s that’s me. Yeah, it’s a very simple exercise. You know, I I like to draw upon personal personal experience. I believe that board members got the answers to all these things I’m concerned about. They just haven’t talked about it. My job is to get them to talk about it. So, yeah, they’re going to tell me about I don’t want to fundraise. That’s going to be, this is gonna be that they’re going to hate me, bah bah bah bah bah fine. Okay. Now, let’s talk about what actually happened in your life? Have you ever given money to anybody? Why? What was there about that circumstance that made you comfortable and want to do that? So we take their experience and bring it back work. I just, I’m gonna intercept here and you can cut this out if you want. One of my later readings is I’ve gone back to the Socratic dialogues, Plato’s writings about Socrates because what Socrates believed was that everybody had the answers to all these important questions in their head and his job was just the program and ask the questions to get it out. And I believe, I believe this about boards. Our job is to use their experience, not tell them what they’re doing wrong. Take what they’ve done and learn from it and help them learn from it simple.

[00:43:13.70] spk_2:
You’re right. That that’s worthless. I’m gonna cut that

[00:43:15.63] spk_0:
out. Yeah.

[00:43:19.08] spk_2:
Right.

[00:43:19.58] spk_0:
But yeah. So

[00:44:21.99] spk_1:
you adding to what Michael said, one of the, one of the kickers here is board members having to ask all their friends only to be asked to give gifts in return to the other organizations that you know with pro quo. And I’ve been talking about this for a decade ad nauseam because it is horrible short term transactional fundraising. All transactional. And it’s gotten really bad in our field to our detriment. And everyone gets sort of, uh, the organizations get stuck on this. It’s like, uh, like cocaine, right? And, and, and and can’t move away from it. Well, we need the $50,000. The board raises and like, Okay, well your board is going to hate doing this type of fundraising, they’re not going to be inspired when they leave, all those gifts are going to leave with them and so forth. So you’ve got a short term gain, you’re getting some money in the door. But everything else is wrong. We don’t, I always had people good point

[00:44:25.11] spk_2:
about just the last one you said, I want to just amplify when the board members leave. Those kids are going with them. When I just, I just wanted to amplify that.

[00:44:33.85] spk_1:
When I say that to boards, a light bulb goes off, I say,

[00:44:38.03] spk_0:
I’m not,

[00:45:35.39] spk_1:
if I’m on the board and I leave the board, I’m not going to keep asking just if I could give gifts to all my friends. And what what happens when you have me as a board member, uh, do this is I end up giving money away to organizations I don’t care about just to be nice. And whereas it would be better if I gave all that money into my organization that I love and tell people you give it where you love where you, where you’re excited because then I’ve made a bigger investment in my own organization, have a bigger stake, more of an investor. And if I think I first wrote about this 10 years ago that if I had one wish in the nonprofit world, it would be to stop the quid pro quo fundraising today because it’s a Sisyphean task. It’s just not getting anyone anywhere. It’s keeping them from anything strategic and it and it is burning out the board members. And when board members come to the board often they’re on their first board. They assume that this is the type of fundraising we’re going to ask them to do, which is why they have such resistance.

[00:45:46.89] spk_0:
What do you

[00:45:47.39] spk_2:
want to see in in its place?

[00:48:49.57] spk_1:
What I want to see is the board members to serve as ambassadors and what I call many major gift officers. So let’s look, people look at the big shots, they look at the hospitals in the universities and these massive organizations Because they raise so much money and they’re very visible and they all have what we call major gift staffs. They have a staff whose sole responsibility is to take 150 200 prospects donors and cultivate and solicit them and steward them along. Right. And and those staff For year after year have these people have this portfolio if we want to call it that. And that’s great. But most organizations have a budget under $1 million. Most organizations are lucky if they have one development officer who’s doing everything. Special events, direct mail, grant writing, crowdfunding You name it and maybe has 5% of their time to actually go out and talk to significant individual donors. So what I want rather than this transactional fundraising is for every board member To be a mini major gift officer with four prospects slash donors on their radar screen who they stick with and those may or may not be their own contacts. Many organizations have people who need more attention than they’re getting and they don’t get it because the executive director and our director of development don’t have the time. I’d sooner see the board members taking donors out to coffee calling them and thanking them for gifts, attending cultivation events with them and asking them what they think than being worried about soliciting the gift. I’m much less concerned about board members asking for a gift. They don’t have to ask for a gift as a matter of fact and I only was thinking of this this past week. Major gift officers don’t always ask for the gift. So I was a major gift officer from my alma mater. I was in charge of solicitations in the midwest big gifts. And you know, there were times I asked many and there were times when someone else asked the president, the senior vice president, a volunteer. This idea that just because you’re cultivating and Stewart and someone means you are the Askar, it actually doesn’t even add up with professionals. So I want the board concentrated on this other work, which most of them are willing to do. Oh, I’ll happily call for people and thank them for their gifts. So I’d be happy to take people out and thank them and get to know them better. Ask them if they’ll come with me or send them a personalized update. And this is incredibly important work. If we’re going to build relationships. And the other point I put out, the three of us know the numbers that most, Most of the money, most of the charitable gifts come from individuals, 85, everything. Yeah.

[00:48:56.82] spk_2:
When you had requests, it’s like 88 or so, but it had requested 77 or something like

[00:49:39.47] spk_1:
that. The largest gifts come from people, we know if you look at your own given right and where them and individuals are really loyal. I ask people all the time on boards. This is part of breaking down that resistance. What’s the longest number of consecutive years you’ve contributed to an organization Now for many, it’s our alma mater, right? So I graduated in 84. I’ve been giving to them for 37 years and I’ll give them till I die. And many people do. That could be your church. We give for decades. So we don’t, it’s not about the short term win. It’s about what I call an annuity of gifts over what could be decades. If you bring someone in them, they get excited most of our organizations or institutions that are going going to be doing our work forever. Some are meant to put themselves out of business and resolve some problems. But most nonprofits will be here for 100 200 years assuming the planet is and helping people with medical needs, helping seniors, helping kids get educated, whatever it is, building community and we want people to have a state for a long time. So let’s have board members helped build that state with these individuals

[00:50:38.96] spk_2:
and that that also relieves board members of the, the fear and anxiety of having to be the solicitor. You know, some board members will step up to that. Uh, some will with training but it’s not necessary. You’re saying board members can be building the relationships in all these different ways. May be hosting something in your home with four or 6 couples or something. All these different ways. You

[00:50:42.79] spk_5:
mentioned the thank you,

[00:50:43.66] spk_2:
notes the acting as the ambassador all these ways and then maybe you’re cultivating them for someone else to do

[00:50:50.59] spk_5:
the solicitation.

[00:50:54.56] spk_2:
Maybe maybe the board member is involved in it or maybe not. You know, it doesn’t have to be

[00:51:18.26] spk_1:
right. It goes back to the good cop bad cop, the board members, the good cop and then brings the executive Director of director development and to ask for the gift that’s perfectly legit perfectly legit. I played that role many times as an executive Director Director of Development. Where I asked uh, yeah, where the board member cued it up. But I was the Oscar

[00:51:48.36] spk_2:
right and you’re collaborating in the relationship, the board members reporting back, letting the Ceo no, you know, this is, this is how it went with her baba. You know the ceo is asking, you know, do you feel like it’s maybe it’s the right time for me to ask or for us to ask or is it still too early? Or look, she expressed interest in this particular program. And you know, the board was just talking about expanding that, putting putting more resources to that. This could be a very timely topic for me to bring up at a meeting with her or or the three of us know you’re collaborating around the relationship strategizing about when the best time is to actually do the

[00:52:34.05] spk_0:
solicitation, right? And going back to board meetings for a second. One of the things you want to do with the board meeting is acknowledged. The people that have done this. You know, wow, let me, let me tell you, the executive director says, let me tell you that. You know brian and I brian introduced me to so and so and we had a meeting and you know, we walked away with a check for $5000. Thank you brian, do you do right, celebrate it builds it celebrate the winds and it builds it into the culture. You don’t want to be the only one who never gets thank you. Right.

[00:52:38.45] spk_2:
Let’s talk about the expectations, establishing

[00:52:42.07] spk_5:
expectations around

[00:52:44.45] spk_2:
giving and fundraising for board

[00:52:47.21] spk_1:
minimums. Yes, who wants

[00:52:49.37] spk_2:
to kick that off. Let’s spend a little time with that. Yeah brian

[00:55:36.44] spk_1:
can I? Because I’m, I have, I’m rabbit about this one actually to, um, I cannot stand minimums and given gats I give or gets Excuse me. I believe that everyone should do their best on both. Besides everyone should give a personally significant gift as an investor in this organization and do their best at fundraising. And uh, without going into great detail, what I see time and again, there’s a minimum gift ends up being a ceiling out of floor. You think everyone’s going, ok, everyone’s gonna give at least this. But most people then give that, it feels like dues. You set the, the amount low so that most people can reach it, you still have some who can’t. And, and it’s been proven again and again, that, uh, that minimum gifts do not generate the largest gifts, minimum gift requirements don’t help. And people say, well, how do board members know what to do? And I said, well from the very beginning, and we talk about a job prospectus in the job description, You tell prospective board members, here’s the range of gifts we have board members giving anywhere from $500 to $5000 depending on their capacity. We ask people to do something very significant given the who they are and what they can do generally right. We want everyone to feel that they’ve made a gift they thought about that’s important to them. Some people ask for one of the top three gifts you give anywhere, which is a very concrete way to put it in and, and works. So on the gift front, you give people guidelines. And here’s, here’s an interesting thing you actually asked board members for a gift. I’m amazed. We’ve never best fundraising, best practice fundraising. We ask our major gift donors for an exact amount, Tony would you consider a gift of $10,000, etc? And yet we let our board members just give whatever they want to give. Why would we do that? I really push asking every board member for a specific amount that, that, that is personally significant to them. Makes them think about what’s significant And on the get side, I really believe it should be the best of your ability because if we say you’ve got to give or get 5000 a board member with a lot of capacity can just give the whole thing and not do any work or swap gifts with friends. And yet and the board member with less capacity is left, um, doing the hard work and that doesn’t make for a team. Everyone needs to do the hard work together.

[00:56:58.63] spk_0:
There’s a couple of, I mean I’ve learned this from brian’s and that’s my, become my mantra, working with working with boards about personally significant gifts and there’s a couple of, there’s another consideration now, especially with, with our desire to diversify our boards, polls, we may be reaching into populations that don’t have access to resource, but they’re important in terms of perspectives that they bring to our deliberations. And so having this as the standard personally significant gift for everybody. It’s equal. We’re all equal. We’re all giving the best we can. Another part of that. And I really like what brian says about, you know, asking our board members, it’s a negotiation, right? It’s not a no, I I need $1000 from you. And that’s what you gotta do because you’re a board member. It’s what I, you know, let me, let me tell you what I give. Okay, Okay. And now here’s what I think might be reasonable for you. Let’s talk about it. Okay. Is it is that a reasonable gift for you? It’s not demanding its opening a conversation as, as the possibilities. So, you know, I mean, I’ve done some capital fundraising and very often we ended up in a negotiation. You know, I asked, I went in asking for a certain amount, which I thought that person could give or we thought that that person could give when I put that number on the table and kept my mouth shut for a few minutes. You know, so they came back and they said, well, you know, that’s a little, okay. Let’s talk about it then.

[00:57:20.23] spk_2:
Support. Support training. It could be training could be staff, support for the, for the board that the, that the, uh, the employees, the staff are, are obligated to give either their own or through a consultant. What kind of, what kind of board, what kind of support do we need to give our board members around fundraising?

[00:57:41.83] spk_0:
Yeah, there are two,

[01:00:39.01] spk_1:
two pieces here. The first gets back to something, Michael said a long time ago about staff and the need for staff support in terms of the board meetings and the board members being involved, board members will only help with the fundraising. To the extent they have staff support. They’re always gonna need staff guidance materials, someone to bounce ideas off of and, and such staff need to be managing this, reminding board members of, uh, their next action step with a certain donor, um, providing materials and so forth. So, staff have to keep the tracker, as I call it this, even if it’s an Excel spreadsheet with a list of everyone and who does what and, and, and, and constantly move the process forward. But probably the most important thing is training because as Michael noted, board members come with very little experience and a lot of trepidation and the more training they can get, the more comfortable, they will be the more comfortable and effective. I always ask when I do a training, how many of you have ever been asked for a gift, The way we’re talking about it. How many times has someone said, Michael would you consider sitting down with me so I can ask you for a special gift, our organization. The truth of the matter is with all the asking out there with all the fundraising in every form. Very few people end up in these conversations. It’s the big, big, big, big donors. Right? And, and so many board members have never been on the other side of the equation and really have no idea what one of these meetings about. They assume you just go in and you ask for money. You just say, you know, will you give this? They, there’s no way for them to know because they haven’t experienced it themselves. So we need to teach them what it is. Uh, and that it’s all about the relationship, which definitely takes some of the pressure off. It’s always about the relationship and it is never about the gift to me. That is the number one rule in fundraising and I will leave money on the table time and again. I just, I just coach someone an hour before this conversation who’s the head fund raiser for a program within the school because a donor um, offered up an amount before being asked for an amount and it’s a significant amount and a big step forward. And the question becomes, do I go back, do I negotiate? And some of this is happening by email and I said in knowing the stoner, I said, you take the wind, it’s about the relationship. This is much, this is big for you. There’s always next year, the year after and so forth. So teaching board members, it’s about the relationship, not the gift, whatever happens this year, that’s okay. We’re building the relationship helps them feel more comfortable because they think they’ve got to go in and come out with whatever you all were hoping for. You know, it’s a, it’s a, it’s uh, and we’re guilty of building this mindset. We as a culture.

[01:03:05.00] spk_0:
The other side of it is that there are some very, for me very simple things that boards can learn how to do to build a relationship. For example, one of one of the things I very often do with a board retreat, simple exercise or on fundraising, I told people, look, you’re now going to somebody, you’re sitting in somebody else’s fundraising dinner and there’s somebody sitting next to you. Okay, So you want to have a conversation with the person sitting next to you, get to know them. So here’s your job. You’ve got to ask that person questions about what they’re interested in their lives and so on and so forth. And you’re looking for some place in them that connects with your organization. Then when you find that place, then you can introduce your organization, but that’s your job and we, you know, we pair up and people around, you know, around the room, sit down and try to have these conversations and realize that they can, because these the way in which we want to build relationships is a technique and it’s something we need to practice and become comfortable with. You know, people are not used to really interestingly asking questions. We all tell people things about ourselves, but we don’t ask them questions about themselves. So I mean that’s one of the pieces of support, right? Doing those kinds of things, telling stories quick, you all went to visit a program, tell me something that happened in that program that you saw that really was important to you that inspired you. That made you think about the value of this organization. Tell me the story. Well, people don’t know how to tell stories. They have to learn how to tell stories. It’s it’s but it’s a very simple, you know, these are not complicated techniques, but it’s all part of becoming comfortable in what brian is talking about in this ambassador role, relationship building a relationship relationship. I love the relationship,

[01:03:13.80] spk_2:
not the gift. Like that, brian. All right, we’re gonna leave it, we’re gonna leave it there with the, with the support

[01:03:14.55] spk_5:
idea. You

[01:03:28.60] spk_2:
got to support your board members, Michael Davidson, consultant and coach. He’s at board coach dot com. Ryan saber asking matters, asking matters dot com And he’s at brian Saber, Michael brian thanks very much. Terrific.

[01:03:32.80] spk_0:
Thank you. It was a pleasure tony great questions. Thank you. My

[01:03:36.34] spk_2:
pleasure. I’m just, I’m just trying to keep things going. Look book and

[01:03:40.96] spk_0:
the book, the book, I’m it’s

[01:03:42.61] spk_2:
Michael and bryan, who cares about Michael, Bryant’s the book you want? The book is,

[01:03:46.72] spk_0:
the

[01:03:49.80] spk_2:
book is the book is engaged, boards will fundraise how good governance inspires them. It comes out this week, this week of october

[01:03:58.74] spk_0:
18th. Yes,

[01:04:00.34] spk_2:
it’s not a long book, but it is long on value as you can tell from this outstanding conversation, lots of value in the book

[01:04:08.69] spk_5:
next week.

[01:04:09.65] spk_3:
Deborah Kaplan pa

[01:04:13.29] spk_5:
loves new book. The time for

[01:04:14.99] spk_3:
endowment building is

[01:04:17.45] spk_0:
now

[01:04:19.49] spk_5:
also very emphatic,

[01:04:20.77] spk_3:
just like uh just

[01:04:22.23] spk_5:
like engaged boards will fundraise

[01:04:39.79] spk_2:
if you missed any part of this week’s show. I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two

[01:04:40.92] spk_5:
dot c o

[01:04:42.89] spk_2:
Our creative producer

[01:05:13.09] spk_4:
is Claire Amirov shows social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott stein, thank you for that information scotty You with me next week for nonprofit radio big non profit ideas for the other 95% go out and be great. Mhm

Nonprofit Radio for September 13, 2021: Effective Fundraising

My Guest:

Warren McFarlan: Effective Fundraising

That’s Warren McFarlan’s new book. It’s written for potential board members, but it’s a valuable study for those on the ground, doing the work.

 

 

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:00:02.84] spk_2:
Hello

[00:00:09.59] spk_1:
and welcome to

[00:00:10.46] spk_2:
tony-martignetti non profit

[00:01:46.64] spk_1:
Radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be hit with like the Asus vulgaris if you drive me out with the idea that you missed this week’s show effective fundraising. That’s Warren Mcfarland’s new book. It’s written for potential board members, but it’s a valuable study for those on the ground doing the work. tony state too planned giving in the pandemic era were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. It’s my pleasure to welcome Warren McFarlane to the show. F Warren Mcfarland is the Albert H. Gordon? Professor of Business Administration Emeritus at Harvard Business School. So F Warren McFarlane is the guy I’m talking to. Albert H. Gordon is the guy who endowed professorship He fr McFarland has spent the past 40 years serving on social enterprise boards, helping organizations find the right leaders advanced their missions and raise the necessary supporting funds. I don’t know anything more about Albert H. Gordon. F Warren Mcfarland is a retired esteemed professor. You don’t need a website. You don’t need twitter Warren, welcome to the occasionally crass

[00:01:48.87] spk_0:
non profit radio it’s directly with you this morning.

[00:01:54.74] spk_1:
What’s a pleasure? Thank you for joining us. Congratulations on the book.

[00:01:56.44] spk_0:
Thank you very much it’s been uh

[00:02:36.24] spk_1:
and you’ve written it for trustees are really potential trustees, but I think there are a lot of good lessons in here for for folks who are doing fundraising. So that’s why, you know, because our audience isn’t so much potential trustees, but it is fundraising on the ground in small and midsize nonprofits. So very apt subject. And I was glad to hear about your book. You Pretty much open with a chapter chapter #2 on governance governance. Why do you, why do you put governance ahead of getting into the fundraising topics in the

[00:02:57.74] spk_0:
book? I think because governance sets the context for fundraising. The governor’s committee on the board, I think is probably the most important of the committees and they are the people responsible for identifying the people that will serve on the board. That will be able to help, uh, fundraising in one way or another, either personally or helping to make connections, general context and, and, and so forth. So that I really put it up because the three major roles of a nonprofit board, our number one approving the mission and the strategy of their uh, number two, hiring retaining and supporting the Ceo and certainly basically helping to secure the funds. And that’s a hard, difficult kind of things. My friends who head up nonprofits repeatedly say it’s 50% of their time that is spent on that. And it’s just hard, difficult kind of work. And that’s why I really, you wrote the book to help focus new board members attention on how vital their role was in helping to set the context for an organization to succeed.

[00:04:00.94] spk_1:
Yeah, fundraising. So let’s give a shout out to your previous book, which dealt with those three topics, but this book fleshes out the fundraising that the third of Exactly yes. Your tell folks what your your first book was that had more focused on the first two of those

[00:04:06.74] spk_0:
the

[00:04:07.63] spk_1:
roles of the board.

[00:04:26.44] spk_0:
The first, my first book was really aimed on governance of nonprofits, what a board member needs to know. And it really looked in a very broad kind of way. You’re focusing on mission structure, uh budgeting, planning and so forth. And that fundraising was one of the pieces in the book, but it was such an important piece. And I’ve been spending so much time working on it that I really felt there was need for another book to kind of taken and blow apart. Was one chapter in the other book into the, into this book.

[00:04:50.04] spk_1:
Yeah, because we know fundraising is at least 50% of an effective ceos time spent. And you make that point in the book a couple of times, but give a shout out what’s the exact title of the previous book?

[00:04:56.56] spk_0:
Uh Corporate Information Systems Management, I’m sorry?

[00:05:00.07] spk_1:
No, no, that that can’t be a different book for a different,

[00:05:11.64] spk_0:
I have to have to go back and think of something, but it was basically joining a nonprofit board. What you need to know.

[00:05:26.84] spk_1:
Okay, so is that it joining? Okay, because we’re talking about effective fundraising, the trustees role and beyond. Uh, and, uh, okay. So the previous one. Okay, joining a nonprofit board. What you need to know? Exactly. Right. Well, I don’t know why I doubted the author of the book. Just you maybe a little nervous when you talk about corporate information systems. I don’t know. That’s a

[00:05:35.79] spk_0:
different, wasn’t really part of my

[00:05:52.64] spk_1:
life. It’s a different, it’s a different book. The man’s prolific. You know, he gets, he’s written so many books. He gets the book titles confused. That’s all right. All right. Um, I’m not sure that many of our listeners, again, small and mid sized shops have a governance committee specifically. What’s, what’s the role of that committee? They may be doing governance maybe in their executive committee. Perhaps it doesn’t get smaller, smaller and midsize or what’s the role of the governance

[00:06:52.24] spk_0:
committee? It’s basically, it’s a nominating committee. Its role is to attract, uh, the right kinds of trustees to the organization to help talk them into doing it, to help get them, uh, slotted into the right kind of role. Worry about getting the right people and then helping them as when they finished their term to be involved in other ways because one of the critical things. And so I view that, uh, for for profit boys are very different. I’ve served in a number of them. They’re very exciting. And when you’re over the job is over. You’re gone for a nonprofit board. This is meant to be a lifelong relationship and one of the organization work. That’s right now why we’ve Now developed a committee of some, uh, 35 former board members. We have them sitting on various committees and so forth. And with that, they have stayed involved with the organization. And with it comes a philanthropy. They’re building willingness to keep people you involved. So is this an entirely different kind of concept? And it means that you have to that a nonprofit board is often less efficient because you have to deal with people’s idiosyncrasies in a way that you don’t in the for profit world because I’m not actually going to take a major donor who’s a little bit careless and sort of, you’ll cut them off too sharply.

[00:07:39.64] spk_1:
Yeah. You make a good point about the trusteeship and the end of the trusteeship still being a, uh, warren, are you able to silence those? Um, that sounds like an email notification you’re getting. Are you able to,

[00:07:51.97] spk_0:
I’m sorry.

[00:08:25.04] spk_1:
Okay, no problem. Thank you. Um, the end of the trusteeship is just a continuation in the spectrum of the, the lifetime relationship with the nonprofit. I, I think a lot of non profit to make a mistake there and they figure, okay, the person served three years, six years, Hopefully not more than six. That’s another subject. But, you know, they’ve served their time. And, and now they just, you know, we hope they’ll continue to give. But that’s the end of sort of the, uh, it’s the end of the volunteer volunteering of the relationship. And I think that’s a mistake. Your, your former board members. You know, there may be an emeritus board or some kind of an advisory board or, you know, some other way to not lose that expertise that they gained while they were trustees.

[00:09:18.14] spk_0:
Yeah, that’s, uh, that’s exactly the key point that I recall her often, a board of advisors or a corporation or two things that people, you know, calling for. And that was it. One of the jobs economic committee is to help figure out what the new, as somebody comes near the end of their term, how they will be able to be involved and get them involved in in the right kind of way now. And that basically tremendously increases your footprint. You must have term on that because you need to continually bring new people in while you’re bringing them and then in why taking care of the older people is, is, uh, can be, it’s, you’ve got a lot of value ideas and also philanthropy wise.

[00:09:35.34] spk_1:
Yeah, yeah. Think through that, that post board member post trusteeship relationship,

[00:09:57.74] spk_0:
I’m involved in four board, I’m involved in for nonprofit boys. Now, the links to them go back over almost 40 years and it’s evolved from one setting to another. And the power, you know, grows. And so that there was an annual giving then there was, uh, capital campaign giving. And at my stage in life now, why planned giving? It turns out to be a particularly important thing.

[00:10:25.04] spk_1:
Sure. Yeah. You say the fundraiser is an educator of donors. That’s a, that’s a pretty, uh, basic lesson. But I want you to flush it out for folks because sometimes basic lessons are, you know, they’re foundational for a reason they’re worth revisiting and thinking about why, why do you say fundraisers are educators of donors?

[00:11:50.34] spk_0:
It’s really helping somebody to understand how they can go about, um, contributing in ways they haven’t thought, I mean, they, that I’m working with somebody right now and they’re that some tragedy in their family. And we’ve been able to sort of help them think through how this new facility they’re building, is going to help the organization and help their grief and fill their needs. So that, uh, it’s, uh, it’s very important that when I go out and ask people from, uh, you know, for money, I’m not asking them for money. I’m asking for them to be able to contribute contribute to society in a way bigger than they can on their own. And it’s, it’s really opening up an opportunity for the person opportunity they often haven’t thought about in their, in their own ways. And that you’re one of the things that died. And I talked about this for trustees is that the first thing that I do is in fact, the trustee is you’ve got to believe in the cause and have made your own contribution because when it comes right down to crunch time and I’m looking somebody in the eye and they say warrant, what have you done first? You know, this is my number one or two financing and this is and here’s why I’ve done it. That there’s a credibility that that comes out of it. And the reality is that many donors, their lives are busy and they haven’t thought through the array of alternatives they can contribute to and how they can go about extending their leverage.

[00:12:12.34] spk_1:
So the fundraisers job is to educate, educate them and educate about the work that’s being done also what those exactly those programs are doing. Um I I presume you’re a believer in 100% participation, fundraising participation on the board.

[00:12:33.74] spk_0:
Absolutely. I mean on the one hand and say, and people give in relation of capacity, I was the chairman of the board of the hospital. I’m sorry. You

[00:12:39.30] spk_1:
cut out a little bit there people

[00:12:40.35] spk_0:
give chairman. I was a chairman of a border.

[00:12:42.79] spk_1:
Wait 11 further step back. People giving what level, What did you say?

[00:13:07.34] spk_0:
I say people, Uh, it’s not the level that you give your question. It was your your question was do I believe in 100%. I do, but I want to say at the hospital board share. I valued the $25 I got from the homeless mother in East Cambridge As much as I did. The 200,000 from the main present because she was the eyes and ears of the community. She gave enormous value and her commitment was to the institution. So that’s why I believe in the 100%.

[00:13:30.14] spk_1:
Right? And, and of course for someone without a home, $25 as a stretch gift. So, yes. All right. And so you you would you go along the philosophy that there’s not a minimum giving level for for for every board member, every board member gives something that’s a stretch for their capacity, given their capacity. Is that is that how you would define it?

[00:13:44.54] spk_0:
Or? The answer is yes. But uh, yes. Yes. But

[00:13:50.98] spk_1:
that’s fair. Yes.

[00:13:51.89] spk_0:
Yes. It is on the real high end gifts. I might be willing to be the number of four philanthropy. I have two or three situations I’ve been in where, you know, somebody has given me a sort of a go away uh, token gift to them which has actually helped the enterprise meets goals. They didn’t even know they could have. So, I mean, it’s one of the things that we find in uh, in 2021 is that the shape of the giving pyramid has really become much steeper and taller. And so therefore the people at the top of the uh, the Jeff Bezos, his wife Mackenzie and so forth. I mean they uh, a small gift for her is a transforming gift, you know, for the receiving your organization. So that’s, that’s kind of the exception that I was referring to.

[00:15:04.24] spk_1:
And then after someone has given you, you talk about stewardship as you know, the engagement of past donors and trustees. And you say, stewardship is not an overhead item, but an offensive weapon. So let’s talk about stewardship. What, what, why? Why again, basic lessons. But, you know, I want people to get your perspective, ownership is a stewardship is so damn important,

[00:16:29.24] spk_0:
um, that you give a gift, um, for, uh, let’s say for an endowed chair that you maybe do that if you’re in your fifties or sixties, that when they come back and tell you how that chair is performing, it’s an opportunity for them to engage your thinking on the next level and the next level that, uh, one of them is going through a very different situation hospital where they didn’t report how the gifts were doing. You know, for people they gave, and they were wondering why people were dropping off the whole notion of it’s a lifelong engagement. And when you come in to tell somebody how their, uh, previous investment organizations doing, there’s a lot of interest on that part of the person hearing, how did their money do, But you’re also there in the opportunity to talk about other kinds of things and opportunities and move the discussion forward. And it may have been that an annual fund gift around the class reunion that may in due course lead no to a capital campaign. You’ll give, you know, somewhat further on down the road and it may be a plan gift even, you know, you know further down the road. And of course the art of the question is when you’re managing these lifelong relationships, you have to be careful not to move too much clothes quickly because if you in fact uh, get the short term gift, you may also be turning off the long term relationship, which can be more important. That’s that’s why this is such an art to this, this fundraising.

[00:17:19.84] spk_1:
Yeah. And and there’s a whole variety of stewardship methods, you’re focusing on reporting on the impact. But you know, if, if the first few gifts are, you know, in the 150 to $500 range, No, that’s, it’s hard to place impact, put impact upon that. But how, how would you steward those three and low four figure gifts? Uh

[00:18:15.94] spk_0:
It’s actually your point is that one of the first things when somebody graduates from college is we have all kinds of incentives to just get in the habit of giving $50 for $100 you know, for each of the 1st 10 years and you have a 10 year giving club that has given 10 years in a row, all 10 years enrolled for a, somebody who’d gone for 22 to 32 doesn’t add up to a lot. But the habit of delivering the habit of giving the engagement and so forth. That’s what’s really laying the seeds for much deeper support of some of them. You’re further down the road. And

[00:18:59.44] spk_1:
that makes me think of another stewardship method. You know, the recognition society, I think a lot of folks don’t think about having a recognition society based on longevity of giving. So you know, of course you’re using the, you know, 10 years, someone graduates from college if you can get them in a habit of giving for 10 years, there’s a very good chance unless you blow it That, you know, they’ll be giving for the next 40 and 50 years in increasing increments and in different ways and as as you’ve talked about. But that that method of recognizing giving for longevity, those folks who have been given to you for 25, 30 years and there’s longstanding organizations that have donors that do go back that far And maybe, you know, maybe maybe out of 30 years, the person missed two years as you give them a break or something, you know, but what you have, I mean, I longevity, not just the dollar amount each year

[00:20:08.64] spk_0:
as you’re talking about a fearful reports from right to my mind where the little asterisks, beside the people who’ve given for each of the last 10 years and double asterisks for the last one and you actually look at it and that of course is, you know, one of the things that’s important is that development people want to a point that putting out development reports and give them reports and so Fort is very expensive and you really should do this on the web and on screen. The fact of the matter is when I’m at my most philosophic, I’m flipping through report and I’m saying what my classmates or associates did on, it’s an organization my Children involved, I may flick back down to another part of saying and it just turned out to be false economies and a lot of the people that have undone the paper stuff and brought online have had to back off the other way because discussions and ruminations which were important were taking place.

[00:20:14.10] spk_1:
Yeah. You, you, you have some uh, anecdotes about that in, in the book which you know, we can, we can go, we can’t dive into all the stories. You just got to get the book. You just got to buy effective fundraising. So

[00:20:50.94] spk_0:
just start, uh, it starts from the very beginning, I think for example, uh, as I entered Harvard College as a freshman And my second day there, I’m sitting with 1100 people in the room and somebody is talking right and left and those are the people that aren’t there because you’re there and you’re feeling pretty good. And the next comment he made blew my mind, he said, and every last one of you was on financial aid. Uh, my father did not communicate me, talked a lot about the expense and he said, you’re here because of the philanthropy and generosity of the generations that came before. But at your 25th reunion, you will have an opportunity, will pay that generosity and the numbers went something like that. That thing just slow across the room. And 1100 mines. A lot of it’s stuck there. And, and the 20th reunion, there was a $200,000 gift. And at the 25th, there was an 8.5 million and the 35th. It was a 25. And that the habit, you lay the idea down very early

[00:22:40.24] spk_1:
On the very first day, they say 25th, he’s already got you giving to the 25th reunion. That’s right. Right. Right. All right now. seven. It doesn’t have to be a college. There’s there’s a very good lesson there. My synesthesia is kicking in. I’m getting goose bumps. Thank you. They listen talking about this. Uh, yeah, there’s a very good, you know, you get people in early and you and you and you cultivate those relationships. You cultivate that, that relationship long term from the, from the outset, You know, so, so for your organization’s, you know, take the lesson there. You may not, you may not be a school, you know, the first day of college, but you can be cultivating from the very early stages. Absolutely, a long term relationship. All right? Yeah, stewardship critical again, warren calls it an offensive weapon. Um, let’s talk about the head of the development Committee. This is something that I’m sure listeners do have. Even if, you know, even if it’s a small board, there’s at least a development committee of, you know, two, maybe three folks. But you spend time on the, on the, you know, in the, in the parties to the, to the board, talking about the head of the Development Committee and some skills that you like to see there. What what are you looking for in, in that position?

[00:26:09.54] spk_0:
If somebody who’s got to be able to mobilize other trustees to come and join in the giving operation, the ability to reach out, uh, into the rest of the board, make them understand this is part of their job. They had somebody who, whatever their going out and talking about the organization. The organization is in their mind maybe to me don’t, but uh, Is a, it’s a job that’s 24 hours per day, seven days a week, and even more so for the development person. But uh, I just remember a situation that, uh, I was heading up the capital campaign for a religious organization, came out in the Boston Common in early january, you know, the temperature was about two degrees, the wind was blowing. It was miserable. I had 300 yards to go and I ran into one of my former students, uh going on, he stopped and said, what are you doing? I said, I’m going off, you know, to to join this. Uh this just felt me, this religious organization said, oh, you know, I’m a member of that religion, this is somebody who has, his wealth was considerable. And I just kind of stopped and said, well, you’ll tell me more. The temperature suddenly went up to about 60 degrees, the wind dropped down and I said, I was a senior warden of my church down in New Jersey. Yes, I said, but you’re not there anymore, So which church do you belong somewhere? I’m now up with the one in Wellesley. And I said, that’s terrific. And we disappeared out. I got to the office and sat down and he said, listen, this is what it is all about. And that my former student was in his office, you know, three weeks later for lunch and over lunch, you know why? That the head of the terrorist organization uh expressed an interest to actually see this person perform in the classroom. And so I never want to see me teach. But he went and watched this summer student of mine no teach. And that led to another nice consistent pro bono consulting assignment. And uh and Result of the whole thing was system is about $500,000 gifts that took place in such a tasteful way, you never even know what happened, but that’s something you just do recognize the opportunity and you have to stop, you know, put the thing together. You got to be creative and the head of the Development Committee, I want them there. They need to breathe and live the organization. You know, 100% of the time, it means they’ve got to have a close working relationship with the Chief development on Mr. They have to have a close relationship with the Ceo to make sure that they’re always always in

[00:30:30.54] spk_1:
line. Great, great wisdom. Yeah. And uh, you say you want the person to be persistent and fearless and you know, that all that, that all is uh, epitomized by this story you just told that’s outstanding. Thank you. It’s time for a break. Turn to communications. They’ll help you find your voice and they’ll get that voice heard in the right outlets like The Wall Street Journal, the new york Times, the Chronicle of philanthropy, Fast Company Market watch many others where they have the relationships to get you heard. So what does this mean? Get your voice uh, find your voice and then get it out there. Well, defining the voice. They’ll help you craft your message. I mean, you’ve got your key points, but you want to make them cogently concise coherent. Look at that. Cogent, concise, coherent. Yeah, that’s what you want to do. So that when you’re talking to the journalists at these incredibly good outlets, You get quoted. That’s what you want. You want the quotes. I mean you know saying that you said something and then they paraphrase it. Yeah that’s pretty good to look. It’s your name, it’s your organization of course. But the quotes that’s the gold standard. Turn to will help you craft your message is you know what the message are. They’ll work with you to make it. What did I say? Cogent write, cogent, concise, coherent so that you get the quotes in these excellent outlets. So help you find your voice, they help you get that voice heard turn to communications. You know this your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I’ve got a free timely webinar coming up for you planned giving in the pandemic era. It’s graciously hosted by J. M. T. Consulting. I’m grateful for that. Their gracious. I’m grateful. We’re doing this on september 30th. From 2 to 3 Eastern time. I’m going to talk about what planned giving is who your best prospects are. Where to start your program and how planned giving fits in our pandemic era and of course you got to have the all important Q. And A. That’s where the focus goes on what you’re thinking what what is on your mind. I can only channel so much of you. I need you to fill in the rest. So that’s the all important Q. And A of course plenty of time for that also. So you have to make a reservation, it’s free. But you got to reserve, you go to J. M. T like Juliet mike tango from the old Air force days. Military folks will appreciate that. Also private pilots, JMT consulting dot com then events and then expert speaker series. That’s the only category they have. I would have put me under something like middling speaker series or lackluster speaker series. But alas, they don’t have those categories there. Of course. The problem is not going to create a category just for me as well. Just stick with their default category of expert speaker series and squeeze me in there. So that’s um, that’s where, that’s where you go. JMT consulting dot com events, expert speaker series. It’s all on september 30th two to three Eastern. I hope you’ll be with me for planned giving in the pandemic era. That is Tony’s take two we’ve got boo koo but loads more time for effective fundraising with Professor Warren Macfarlane. Another another part of the part of the board is the board chair. The chair and the Ceo the chair Ceo relationship that that’s critical. I’ve I’ve seen very dysfunctional relationships where there was micromanagement and you know, too much in the details. But I’ve also seen very healthy relationships where it’s it’s it’s supportive and collegial between the board chair and the ceo talk about that relationship please.

[00:33:47.34] spk_0:
It’s the most sensitive one. You know, in the, in the organization that the ceo is that it’s first of all, it’s peculiar to nonprofits. This is not known in the for profit world. And for that, the notion of an unpaid non executive chair of the board uh working with a paid seal. Uh the first problem is people have, coming from the private sector, have trouble understanding how that system works, that it means that the two have to be in public very much. It’s a Pataca. I can remember that, you know, one board that I chair, that the uh CEO and I would fight furiously but always 10 miles or more away from corporate headquarters. But when you’re there with the board and with the stamp, the hands around each other’s shoulders of the, like the jokes were going back and forth and you made sure you couldn’t put a slim nail you in between the two of us. I mean, that relationship is just an absolutely critical kind of one. Now, what’s also interesting courses, in some cases, why the chair maybe a very much of a development uh project, that there was a wonderful book that was just written by one of my former students said, hey Jim, who is a uh investment maker in in new york, he is chairman of the University of Russia’s Sir board of trustees. And his book describes, you know, how when he was asked to do that job, he said, I just can’t do it because I’m amazing. I need Rochester’s short of money. We need somebody to really raise the money and the president just kept working on. And finally my friends, these types of books, just what is the largest gift that’s ever been given To Roger? So it was back in 1926. George Eastman gave $26 million dollars and uh, he spent some more time and money and his family said Rochester did so much for me. We’re going to do a little bit more than that. Now that’s the chairman who, I mean, he gives with his treasure, he gives his time and his block and he’s a, he’s a remarkable person. He was an orphan basically from orphanages from the time he was age seven to age 16, and one in ROTC scholarship out of the orphanage, you know, into uh, into Rochester. But the whole notion behind that in terms of how our chairman can support is really, it’s, the chairman must be philanthropically oriented, must understand the development mission, must be able to uh, work around the strengths and weaknesses, you know, of the Ceo

[00:33:55.34] spk_1:
uh, fill me in a little inside baseball on corporate boards. What what’s the role, what is the role of a board chair on a corporate board.

[00:34:22.84] spk_0:
Um, the, in the, in the ideal world, the board share is a sports chair and Ceo and you have a president and chief operating officer boy. So the board share it, Uh, it’s basically, it’s, it’s the Ceo job. Now from time to time with emergence, You may have somebody left over from emergency you need to send with, so you may make them sort of a non executive chair of the board and give them a nice office about 10 miles away from corporate headquarters and the three years work while you work your way through your retirement, earn out and so forth.

[00:35:16.74] spk_1:
Okay. So it often is the, it’s the chairman, Ceo chair chair and Ceo. Okay. All right. So going back to nonprofits, what’s your advice warrant on fixing the relationship? I mean, if I think CEOs would know if they have a dysfunctional relationship, whether it’s micromanagement or maybe the board chair is too hands off. Maybe he or she is not a strong leader of the board, not a consensus. What, what advice do you have for the C. E. O. S. Two improve the relationship with the

[00:36:15.53] spk_0:
board chair? Well, there, there’s several things, you know, the first one is that The length of tenure of the board share, uh, is often just 2-3 years And if you want people to rotate through that. But the critical person, this is again, is the head of the governance committee that the head of the government’s committee is one of your wisest, most senior atrocities and their job is to make sure that that relationship is working. And if it’s not working to find a way to sort of you move the thing along, it’s a it’s just it’s a terribly difficult and awkward thing and of course it’s complicated because you know, people have tremendous egos, it’s alm except that uh the people amass the well father to do these jobs, they don’t suffer from an underdeveloped of self concept. And so how you deal with their he goes uh is very tricky,

[00:36:29.43] spk_1:
right? But so what, you know, what what specifically I mean, do we have a heart to heart conversation with them and say look, you know, I think, you know, and I know, you know, this relationship is not ideal. Can we can we talk about it or you know, or is it just, I mean, I hate to leave folks just wait until the board chair’s term has ended and then, you know, we hope to do better in with their successor,

[00:38:16.52] spk_0:
their to their to their their two or three different ways. The first one is uh the question is whether it’s the board chair problem or the C. E. O. I mean, this is of course, you know, one of the problems because in fact the paid Ceo does report, you know, to the board and to the board chair. So the the power actually lies on the on the other uh side that the question there that they’re all they’re all kinds of consultants who can come and help, you know mediate these things. But when you get to that level, it’s already broken in a distaste away and the hardest problem is to try and avoided getting in it at the beginning and that has to do with how you pick the people, you know, in in, in the roles and that uh, sometimes we was in a very difficult situation from your skull were uh, the new board share uh, just almost immediately immediately started pushing things in that as he learned about the organization, uh, he came up with a strategy just wasn’t going to work for them and we had to reach in and in the most tender way, get him out. But then this is because uh, to get him out knowing he could also be a supporter of the organization. And so it was just about as complicated as you can say to get the dirty deed done, but we love you, we need to and can help you and the boys a lot of scrambling and a lot of stomach just turned around and came to a happy ending on on that part of it. But if the strategy that was would not have worked and would have actually driven the organization the bankruptcy,

[00:39:08.72] spk_1:
you have to be very, very careful about circumspect about who you put in the board leadership, you know, if even even vice chair because the presumption is that the vice chair is gonna become the chair, assuming he or she is, you know, competent. So you have to be careful there and and other board leadership positions to its it’s very important and you you you’re right, I mean you can end up with uh it’s something that really is is detrimental to the organization and you’re stuck, you know, for two or three years.

[00:39:30.42] spk_0:
Well. And you know, this is of course why it goes back to your very first question when you asked me, you know, why did I pick the governance committee to start? It’s because that’s the place where these issues get sorted out and need to be sought on the strategic way. Mhm.

[00:39:31.32] spk_1:
Yeah. Put put time into thinking about these things and planning, planning, succession planning, I presume you have a succession plan for for the ceo you know, there should be succession planning on the board as well. You know, we talked about as people leave the board, but succession,

[00:40:09.31] spk_0:
oh we know the slots that you’re needing to recruit for. I always need to have a couple of uh potential board chairs ahead of the Finance committee, one or two heads of the development committee and the job, it’s a delicate because when you who clued somebody onto the board, you often have a view as to what role they’re going to be best set. They may not, however, understand that and they may be so excited to be on the board that they want to sort of dive into some area or they have neither skill nor So it requires some discussion to sort of make it that make that work out.

[00:40:58.01] spk_1:
Yeah, I was invited to be a board member once and I I turned it down because I didn’t think the organization had really thought through what benefit I could bring to the border. You know, why I’d be a good board member. Um, it was a smaller organization and I was supporting the work. But I I didn’t I just didn’t feel that they had done their due diligence around me and you know, why they wanted me. It was just, well, you’re a supporter, you know, you’re you’re in the area. So, you know, would you like to be a board member? And

[00:41:00.97] spk_0:
I mean,

[00:41:02.86] spk_1:
time, time constraints went into it also, but I didn’t, I didn’t feel and I continued supporting the organization, but I didn’t feel they had they were really taking board membership as seriously as they should, even as a small organization.

[00:41:18.91] spk_0:
Yeah. You never know until it does man, you got mixed into all these things and it can turn so bad, so you’re just much better to not get started and getting into one that doesn’t fit

[00:41:47.81] spk_1:
right. And then, you know, the embarrassment of you have made me having to leave before your term is over and then there’s bad feelings there, and I just Yeah, so think through, you know, be careful about, be thoughtful, be circumspect about who you invite on your board,

[00:41:49.02] spk_0:
That’s

[00:41:49.65] spk_1:
two or three years can be a long time with the difficult board member or a couple of board members. Two or three years can be a long time.

[00:41:58.11] spk_0:
Yeah. And a lot of them maybe, uh, sits here so

[00:42:09.60] spk_1:
well. Yeah, that’s a, that’s a long, that’s an awful long term. Six years. I mean I’m all for, you know, maybe extending for a second term, two or three years and then, and then the second term. But

[00:43:13.60] spk_0:
I remember this battle that I lost some years ago when on sports share and that uh, this person had endowed a new athletic field for one of the universities in the area. And we needed a new athletic feeling a little bit around the edges. Often I said, uh, I need him on the board. The head of the company said one, this isn’t going to just fit this question, but I’ll make sure he sits beside me every meeting, I’ll keep him under control. Said one even got two more years left, he’ll be here afterwards and we didn’t do it. Somebody else got the gift. But I’m pretty sure it was the right one because that they, there is a culture that you have to deal with. And that’s that if you have overtly disrupted people that can, in fact, that’s just supposed to people who have good clear ideas, well reasoned that are different than yours. That’s a whole different topic. But uh, loosely cannons learning around can can cause all kinds of difficulty.

[00:43:41.60] spk_1:
I think it sounds like you were wise to uh, to take the advice of the person and not bring that member honest, but that’s a very good point. You know, warren, you’re only gonna be here for two more years, they’ve got years after that and you know, and really, how well are you going to be able to constrain them? You know, if, if these, if the person becomes obstreperous in, in a, in a board meeting, are you gonna be willing to, you know, put them back in their place publicly in front of the rest of the board and maybe there’s staff in the room at the same time and that could have been ugly. So you were wise, I

[00:43:52.60] spk_0:
didn’t feel wise this time, but the way you describe it, you’re absolutely correct.

[00:44:20.59] spk_1:
Yeah, okay, we’ve said enough about how bad it can be. Um, so hopefully you have a good board chair ceo relationship, it’s, it’s supportive, its collegial like you said, you know, you, you couldn’t drive a thin nail between the two of you in public but you have, you have things out in private and, and, and there should be a lot of communication and I think a board chair and see, you know, they should be in touch. I don’t know what’s a week or so.

[00:44:22.25] spk_0:
It takes a month, right? It takes a lot of time. Uh, the ones that I was working on recently, it just turned out that uh I was taking 40, 30 to 40 hours a week of the chair. And that means you got to make sure you have the time uh to put into that

[00:45:14.59] spk_1:
too. Yeah, and the person that you’re asking has the time. Yes. All right, so I’ve been I’ve been looking forward to talking to you about planned giving. Yeah, because you have a chapter on plant giving and foundations, and I’ve been making a living a plan giving for A good number of years, 2400 years. Uh and your plan giving donor, it sounds like uh so and you’re you’re playing giving chapter, you spend most of your time, and it’s just, you know, it’s one chapter and you make the point that playing giving could be a series of books. And indeed, I have

[00:45:21.00] spk_0:
a I

[00:46:13.88] spk_1:
Have a 400 page treatise on planned giving, you know, on my shelf that I hardly ever have to refer to, but when I do it’s comforting to know it’s there. Um so, you know, your your chapter is an overview of you talk about iras and trust, different types of trusts and uh charitable gift annuities. Um um My focusing planned giving is now, so I I I I am a startup plan giving consultant. I I initiate the kickoff launched programs. Um So my focus is mainly on Will’s because I think that’s the place to start a plan giving program. Um but again you’re doing an overview, You’re not talking about starting a plan giving program. Your your chapter gives an overview of playing giving, but I’ve still been anxious to talk to you about it, especially, you know, because you’re playing giving donor to what what do you what do you see as the role of planned giving, how critical to you is

[00:49:23.97] spk_0:
This to me? It’s uh that it’s as you pass by a certain point in your life and I don’t know whether it’s 60 or 65 uh that the actuarial tables begin to sort of uh well differently. And that uh somebody uh is looking at once to make a meaningful gift and they may be worried about, you know, the cash flow and something like a channel remainder trust or channel annuity is that the donor life, the fact they’re able to give a big number And they in fact, no, they’re going to live for another 40 years. And so it’s a big deal that you and the other side, you know, the end is much closer than the dome. So it’s a very happy kind of situation. Uh And what it really does is that people who are going to worry about end of life expenses are able to use this set vehicles and there are all kinds of tax incentives. I mean the one I personally caught my attention was the I. R. A. I’ve spent 30 years of my life you know building that up at every step along the way for retirement income. And that somebody had developed wants to sit down and said that you do understand you know what the tax implication is when you die of the I. R. A. And by the time you look at he said this is actually free money because you’re not taking very much away from your kids and you’re giving a lot more you know to the charity. And so those discussions can be just enormously beneficial and it’s uh but you bring it up with sort of the right point in a person’s Your life at Harvard. We never heard about a charitable annuity at a reunion before the 45th reunion. And by the time becoming the 60th that’s all you’re hearing about these vehicles. So that that that that there’s a time and a place for it. And it also of course comes back to our earlier discussion of the of the uh the annual fund giver. The trustee who becomes a trustee emeritus contributes to a capital campaign. And then plan giving comes right on. And as you get into the habit of giving through the other things you become more receptive, You know, nor philanthropic about these later on in your life kinds of up to us. And that what you need there is you need people who are really specialists like yourself because there are 1000 ways you can put the thing together. And I picked just about six or seven or what are the most common ones to, to make them the point. But those are the ones which, uh, your hospitals and museums and college so forth. You tend, you tend to use.

[00:50:28.46] spk_1:
Yeah. And I see it as essential to the stewardship of donors. You know, you want that lifetime relationship. It’s, it’s stewardship over a long period. But in the, in that period there are, there’s cultivation and solicitation, you know, for the next gift. So as your stewarding over a lifetime, you’re cultivating and soliciting for different, different phases, you know, the annual, the, the major, the capital, the, and, and, uh, ultimately the planned gift. Um, so it’s, uh, so I’m interested in, you know, you as a, as, because I worked with a lot of plans giving donors. Um, I’ve worked with thousands through the years. Uh, but you know, I don’t get to have the conversation with them that I’m, you know, on the same level having with use. I mean, so I, I have to sort of suss things out a little bit. Uh, it sounds like for you, the tax advantages of, of the Ira, we’re appealing

[00:50:29.99] spk_0:
Well, but

[00:50:31.61] spk_1:
that tax advantage was moving for

[00:50:33.94] spk_0:
you when I looked at, I said, this is, this is a very inefficient way to distribute the IRA and my kids, I can,

[00:50:42.21] spk_1:
they’ll be taxed on.

[00:51:25.56] spk_0:
Exactly. And so therefore this is money that I can get much more leverage. And by giving out to the outside so that I’ve been really hammering at people that for the last uh, five or six years. Then you come back to the notions of, uh, where you want to make a really significant, you know, impact. And this is where charitable remainder trust uh, can be really helpful so that you want to sort of make a half million dollars million dollar gift. But you have to worry about keeping the food on the table through your declining years. And there, Oh, that uh, that you put the money inside for that trust. And it takes care of the income to your life or your life and your spouse’s life. But there’s a big number that goes to the, uh, the museum of the university of what? Not at the end. And then of course it becomes particularly interesting is still Harvard uh, does it very nicely, is that you can designate up to 49% of it to some other organization. And

[00:51:57.59] spk_1:
right, well, Harvard, Harvard is an outlier there because they have the Harvard Management

[00:52:00.88] spk_0:
corporation. But what that does

[00:52:11.85] spk_1:
just, that was just for your trust, most, most nonprofits can’t do that. And, you know, the trusteeship ends up being with the, with a Fidelity or Schwab or, you know, some, some financial institution.

[00:52:16.41] spk_0:
But what it does is it, uh, in that case it allows organizations that don’t have very sophisticated plan dealing. And you really worry about the investment advisors, they’re using uh you can sort of put that underneath the same, I’m broad and the fidelity to do the same thing.

[00:53:01.85] spk_1:
Your larger point that one remainder trust can help multiple charities. And yeah, I know you make the point in the book that Harvard Management Corporation allows that. So as long as I guess, I guess as long as 51% goes to Harvard 9% can go to other charities. Uh, But if it’s an outside manager and some some financial institution manager acting as trustee, then uh oh there is unlimited ways you can divide the, but then the lots and lots of charities from one single trust

[00:53:25.85] spk_0:
as somebody who makes a living designing these things. Of course, your greatest single friend of this is the U. S. Congress because the laws change. And just as soon as you have finally tuned strategy in one place, you’ll go off change and then you have to come back and you re think about it. So it’s it’s a it’s a it’s a continual ideally, once you getting along you can’t just do it right. And it’s done.

[00:53:54.05] spk_1:
Yeah. But this the significant tax code changes only come like every 15, 20 years or so. Yeah. So you’re you’ll go through a couple in a career. Uh, But again and again, you know, my work is mostly at the at the formation of planned giving level. I mean I’ve I’ve done $25 million dollar lead trusts and I’ve done multiple remainder trusts and hundreds of gift annuities, maybe thousands. I don’t know hundreds at least. Um, but my work is mostly at the formation stage, getting folks getting nonprofits set up with

[00:54:10.24] spk_0:
just how to do

[00:54:35.44] spk_1:
it. Let’s start asking with because let’s start asking for bequests simple gifts by will. Let’s start there. That’s the foundation. Uh, I believe of of any planned giving program is, is just a simple gifts by will. Um, and then in years later, you know, you may graduate to the more sophisticated gifts depending on the size of your organization. You might not, you might just, you might just be content with doing requests indefinitely and you’ll capture most of the plane gifts anyway because that they’re always the

[00:55:03.44] spk_0:
the most common comment is powerful. The will is, is the first place. And then of course, uh, way way back when that I can that I remember somebody, uh, one of, one of my ancestors uh, basically uh, was going to give a gift of, Of a, of a certain percentage of first stage and the other as you know, I don’t want to do it that way. You want to make sure that uh actually gets a specific money. And so instead of the percentage putting what you thought was a huge number, which was actually 1/10 of what we had it gone the other way. So you have to have all sorts of funny kind of twisted thinking that you have to sort of unravel that process.

[00:55:59.74] spk_1:
You, you flush that story out in the book. You tell that one in a little more detail in the book. So folks got to get the book. Um, warren, let’s, let’s leave folks with just, You know, you’ve got these 40 years of experience, multiple, multiple board memberships, board chairmanships. You’re a donor in your own right through times, decades and decades. Leave folks with some, some fundraising wisdom, please.

[00:58:02.02] spk_0:
I think that uh, philanthropy is fundamentally a very satisfying activity that basically you’re helping to move social causes along along that I next, of course, is the whole power of the nonprofit sector is that I have there there’s almost a spiritual aspect uh, built to it. I, I enjoyed my corporate boards. We make changes things that nature new parts or what, but there’s something different. There’s something different in the nonprofit and when you’re trying to sort of move society along in some ways that you think are, are important and uh, that what you have to learn is that all you have to educate people on the opportunities. Uh, that the book was originally with basically the nutritious e right after a lot of them are asked to be trying to be, the first thing they say is do you have to ask people for money because I’m not good at it. And the answer is yes. You are going to have to ask for it and we can train you how to ask for it. And it starts by, you’re basically making a major commitment because that gives you the passion and so forth to move the cause forward. But it’s uh, it’s when the four organizations I’m involved with now, he’s one of them are ones that I actually believe in the, in the mission in a deep internalized, you know, real kind of of way. And if I didn’t, I’d have, I’d have gotten involved in other things. Just mean, you can’t pick up new choices, a lot of ways that some of the smaller things I do, uh, they’re very interesting, uh, the kinds of ones that, uh, core values, but it’s, it’s an, it’s an opportunity, you know, to, to move the world forward. And that’s that’s that’s that, that that’s what why people give their time in the, in the treasure.

[00:58:10.32] spk_1:
Thank you so much. Warren fre Mcfarland, he’s a Professor emeritus at Harvard Business School. The book is effective fundraising, the trustees role and beyond. Published by Wiley Warren, thank you very much for sharing.

[00:58:22.23] spk_0:
It’s great with just terrific. Thank you so

[00:58:42.82] spk_1:
much. My pleasure if you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Creative producer is

[00:58:43.78] spk_2:
Clan Meyerhoff

[00:58:44.70] spk_1:
shows. Social media is by Susan Chavez. Mark Silverman is our Web guy

[00:58:52.92] spk_2:
and this music is by scott stein. Yeah, thank you for that information, scotty you with me next week for nonprofit radio Big non profit ideas for the other 95%

[00:59:12.72] spk_1:
Go out and be great. Mhm. Mhm.

Nonprofit Radio for November 2, 2020: Boards And Asking Styles

My Guest:

Brian Saber: Boards And Asking Styles

Brian Saber returns with his new book, “Boards And Asking Styles.” Your board’s Rainmakers, Go-Getters, Kindred Spirits and Mission Controllers all need to work with each other, your CEO and your staff. Brian shepherds you through how to make that happen. He’s president of Asking Matters.

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:02:12.84] spk_1:
Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host is non profit radio your favorite abdominal podcast? I certainly hope so. You know there are seven days in a head, Ahmad, Of course, that’s the noun form. I’m so proud of myself. When I discover a new word that I have to open with this on. I want to thank Miriam Webster for sending it to me that I can discover it and be so proud. Oh, I’m glad you’re with me. Id Bear the pain of leishmaniasis If you bit me with the idea that you missed today’s show boards and asking styles, Ryan Saber returns with his new book, That’s It. That’s the title boards and asking styles. Very straightforward. No fluff in the title reserved all the fluff for the book. We explore how the asking matters work that he pioneered will help strengthen your board responsive by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o and by dot drives, raise more money changed more lives. Tony dot m a slash dot for a free demo and a free month non tony steak to a November webinar. I’m very pleased to welcome Brian Saber back to non profit radio. He’s president of asking matters home to the asking styles which help people understand and embrace their unique strengths. As fundraisers, he’s spent his entire career asking for money for nonprofits. I’m gonna telethon, Caller. I made your gift officer and executive director and now as a consultant. His first book was asking Styles Revolutionize your fundraising. His latest book We’re Here to Talk About Today is boards and asking styles. A roadmap to success. Asking matters is that asking matters calm and he’s at Brian Saber. Brian. Welcome back to the show. Congratulations on the new book.

[00:02:21.54] spk_0:
Thank you, tony. Thanks for having me back. I’m glad to see that Cove. It has indulged your wit at all.

[00:02:28.16] spk_1:
Thank you for recognizing that I haven’t undoubtable wit. I’m, uh I’m floored by that s oh, what a way to launch. Tony is wit. Uh, it’s not dull. It’s definitely not dull. No,

[00:02:40.64] spk_0:
it is not. We can use all of it that we could get these days.

[00:03:24.74] spk_1:
Yeah, we could use even even my just barely a Ndlela wit. Thank you. Uh, no, you gotta have fun. It’s my show, you know, whatever the hell I want to do, I mean, I just, you know, we’re gonna We’re gonna learn. But if we’re not gonna have fun, I’m not gonna bother personally personal. So lets you Mm. Let’s start out with the asking styles. We gotta lay the groundwork for the for. The handful of listeners don’t know aren’t well acquainted with the asking styles. Let’s lay that framework for folks. Then we’ll see how it helps your board. What’s his asking styles thing? Great.

[00:04:30.64] spk_0:
So the asking styles were developed a decade ago. Now by my co founder, Andre kills dead and myself. We develop them because everywhere we looked in the field, we saw people who said I’m not a fundraiser. I’m not this. I’m not that in particular. We saw it with the boards. Most board members have come onto boards. Will say I’ll do anything but fundraise. I’m not a fundraiser. I hate fundraising. I can’t ask my friends for money and so forth. And we knew how critical boards were to fundraising and that the type of fundraising. We were talking about the more significant gifts that come from developing relationships one on one, that that fundraising was all based on personality and relationship. It was much more art than science, and we had to help people understand where they fit in it so they could be comfortable. So we went about figuring out what makes someone’s asking style. We felt two characteristics. How one interacts and how one thinks were most important, how one acts on the extrovert introvert spectrum, how one thinks on the analytic, intuitive spectrum, and based on that there would be four basic styles and that you fall into one quadrant or another, but with a little bit of another style that no one felt cleanly in one box. There were some people who were uber this or uber that so such analytic introverts, the type of people who sit behind a computer writing code all day and such intuitive extroverts that, you know, creative just floating all over the place. You could never pin him down with massive ideas, but that most of us were somewhere in between had a little bit of this and that and we wanted people understand that. So we created this rubric for the field for the field of non profit to help everyone feel more comfortable and understand how to fundraise more successfully. How to tell their story in their own way from their own strengths. Not to worry about an elevator pitch, not to worry about reciting lots of outcomes measurements if they want to speak from the heart and a different, passionate, visionary way not to worry about that piece of what really sold them was outcomes and goals and plans that they had to speak in the language that was authentic to them. And that would be compelling, uh, to the donor, Teoh, a prospect or a current donor. So that’s that’s what we developed and meeting

[00:06:25.34] spk_1:
meeting board members. I realize this is not only for board members, but that’s our conversation today, and that’s you’re saying that’s where you found it. Most relevant, and then where they where they are, what worked with what you are type of person that you are in the quadrant will identify the quadrants and versus trying to make you something that you’re not, makes you uncomfortable

[00:06:29.20] spk_0:
right, and we started with boards than spent a number of years, much more focused on staff, developing a lot of materials in depth courses in a membership in such a brother. I bought Andreae now seven years ago, which is hard to believe. So I

[00:06:44.65] spk_1:
was going to say Now this started with you and Andrea Kill Stead, who’s been on the show. And then what? You pushed her out. You took her expertise on, then pushed her out for a nominal buyout.

[00:09:47.96] spk_0:
I broke her kneecaps and said, That’s it. Off you go. Um, you know, Andre is a She is a huge go get her. She’s a big ideas person and she has brought a tremendous amount of the field. But it was at her instigation because she said, You know what, Brian? I like really building these things. I have these big ideas. They’re running. It’s not really me, and I can see where you because my secondaries mission controller and I could do this plan full stuff where you would be better at running it and and and Andrea is significantly older than I am. I don’t think she would be bothered by my saying that. So she within a different point in her life and she said, Let’s let’s do this So I took it over. And as you may know, she went on to then build capital campaign, uh, toolkit with Amy Eisenstein. That’s been another great thing in the field. Yeah, so I took it over in, uh, 2013 and have spent the last seven years really developing the styles. Everything from the iconography you see now Thio the application of the styles in many ways, and I’ve got done trainings across the country and lots of conferences that are mostly for staff. And interestingly, I’m now circling back to board. And I’m doing a lot of board work, a lot of board trainings. And out of that came this idea that my second book should really be focused on board. When I started, it was pre now with this and and the the additional complications of being the board member and of running a non profit in many ways, they asking styles or even more important, because boards have to be at their best. In order for the organizations to survive, everyone has to be at the table. Helping to build resource is and everyone has to work together in a collegial way that create some synergy and makes everyone feel like they’re part of a team. And it’s hard to get to know board members anyway, when all you do is meet every two months for two hours and maybe you’re in a committee or two and that those meet once in a while. Now it’s all by zoom. Everyone’s overwhelmed zoomed out, and yet it’s more important than ever for people who feel their team and you have new board members I’ve seen. I’ve been delighted to see a number of announcements lately of organizations that have brought on new board members during this time, which is, you can imagine is challenging. You think of a board member coming thio their first board meeting, sitting in a room and getting to meet and experience other people and see how things really work. And now it’s all by zoom, which is much harder in a very different dynamic. So so, understanding the styles and how everyone interacts is even more important for on boarding a new board member. Look, you work, you get

[00:09:50.28] spk_1:
to recruit when we talk about recruitment to exactly but so Let Tze identify the styles. So you have things to spectrum. You got the analytic, intuitive spectrum, and you have the extrovert introvert spectrum. So if you know, put the extrovert introvert on the vertical and the analytic intuitive on the horizontal, you get four quadrants. So what are those? What are those for?

[00:10:14.26] spk_0:
Eso top left. You get the analytic extroverts. The rainmaker always goal oriented. Uh, driven, competitive. Keep their eye on the prize. Knows they’re succeeding based on the numbers, right? Did I reach this goal? Did I bring this money? Gets to to raise as much money. Then you have the intuitive extrovert top, right? The go getter, big vision thinker. Lots of energy brings people along with their enthusiasm on always sees the opportunities. So is bringing that big passion and excitement about the future. Anything’s possible. Then you have your intuitive introvert, your kindred spirit. Feelings oriented. I am primarily kindred spirit were our hearts on our sleeves. Everything is personal for us. No matter how hard we try to make it otherwise. And because we have that, uh, sense of sensitivity, we are sensitive to others. We tend to be very accommodating. We want other people to be heard and feel good and such. Also good skills for fundraising, different from the core rainmaker skills. And not to say a kindred spirit can’t be goal oriented. And a rainmaker can’t be compassionate and attentive on then mission controller. The analytic introvert bottom left. The Eagle Scout who always gets the job done. Very methodical, systematic plan ful and best at sitting back and listening and absorbing what’s happening. Great listener and observer, which, as we know, is so key to fundraising. So those the styles and they all complement each other and work well together can sometimes frustrate each other. But, um, but those are the styles,

[00:12:01.78] spk_1:
okay? And we each way each most likely have ah, primary and a secondary correct. So you’re you are kindred spirit and mission controller.

[00:12:13.21] spk_0:
Yeah, I am pure introvert. They which surprises people since I do so much public speaking and training. So people who know about the acting profession of lots of actors actually are shy or introverted, and you get in front of an audience and you do your thing.

[00:13:37.94] spk_1:
It’s time for a break. Turn to communications. They help you build relationships with journalists because of a relationship built by turn to the New York community. Trust got to features in The Wall Street Journal. That’s what happens when you have the existing relationship. And then when you want to be heard, the newspapers, the outlets, they take your calls. But you gotta have the relationship set up ahead of time. That’s what turn to is gonna help you do build those relationships. They specialize in working with nonprofits. One of the partners, Peter Pan A. Pento, was an editor at The Chronicle of Philanthropy. The right turn hyphen two dot c o. Now back to boards and asking styles. Perfect example of that. Aside from Brian Saber, uh, I’m seeing a lot of interviews with Sasha Baron Cohen because he has a Borat sequel out, and he has said, I’ve read it in online and I saw an interview with him. Eso he said a couple times. He’s primarily a shy, shy guy, but you know, he has characters who are obviously grandstanding. No, it alls, you know, it’s off, but s Oh, absolutely, And I and you people can go to asking matters dot com and you could find out which one of these you are right. You right. You could just do three minute little three minute quiz or so right?

[00:14:03.18] spk_0:
Exactly. Thank you. Yeah. You want it to be true. False questions. True. False? Yes. No, you know.

[00:14:10.12] spk_1:
And you The site admonishes us. Don’t spend a lot of time e I already did it. I didn’t just do it last night knowing we’re gonna prepare. I already know that. I’m, uh I’m primarily a kindred spirit as well. By birth. I’m a kindred spirit by birth but a go getter by practice and

[00:14:28.55] spk_0:
teach your primarily kindred spirits secondarily. Go getter.

[00:14:31.79] spk_1:
Yeah, secondary. Go get e No. Yeah, yeah.

[00:14:34.64] spk_0:
Pure, pure. Intuitive is what it’s saying. Massive, intuitive. Yeah, a lot of gut on the idea. Not a lot of planning percent. That’s a problem. A problem you got a plan ful person to about right? Yeah,

[00:14:49.44] spk_1:
I know. Now we need all four. But that’s why that’s why I’m not on any boards. Just do it. We’ll look back in six months.

[00:14:57.59] spk_0:
I’m not on any boards either. As a matter of fact, it seems it feels like a busman’s holiday to me. And I’m going when they’re gonna want me to fundraise. Andi. I’m not a big process person. Like go getters are much more into process. So Andre and I, over the years had to figure this out because she was pure process. Idi ated out loud, you know, lots of ideas. She could sit for hours and my eyes would plays over like I can be very cut to the chase. The Mission Control. Okay, let’s just do it. Let’s just lay it out. Let’s just get to the details and do it. And we finally realized that our meetings could only be a certain length of time. And I say all that because that been a challenge for me, with boards and any groups at all where I’m sitting there and I’m a little impatient, like Okay, let’s I just want to move to the next thing. I don’t want everyone talking and processing. I’m happy to go with someone else’s idea. Let’s just move it along. Three.

[00:15:52.31] spk_1:
Our brainstorm session is such a three hour brainstorm session is such a bore?

[00:15:57.24] spk_0:
E identified something in the 1st 10 minutes way Had something in the 1st 10 minutes. What? What did you say? Say it again the idea seemed pretty good to me exactly three

[00:16:11.09] spk_1:
hours ago. We could’ve had lunch and dinner by now.

[00:16:13.21] spk_0:
Exactly. Caught a good movie and come back just for the conclusion. First

[00:16:27.74] spk_1:
it sounded pretty good to me. Oh, right. Exactly. Contrary. Thio Brainstorming ideation session. All right, so, um all right, so let’s apply this to the board. So, as you had said, it helps if we know who is what. What is who on the board. What do we have? Do we have a imbalance of rainmakers and no process people to back them up, you know? Right. So we need tohave way. Need to have a balance,

[00:19:11.44] spk_0:
right? I mean, think of any planning session. Let’s let’s say you’ve got right now. There’s so many issues nonprofits, air facing. So let’s say it’s an issue of Well, what programming do we go forward with knowing that the current conditions are going to probably last into next summer? Okay, let’s make that assumption is aboard. Here we are. What are we going to do? Is an organization so the rainmaker is going to say Okay, well, what’s the goal? Right? What’s the goal of all of this? What outcomes. Do we want what we want to? Um, you know, we want to maintain We want Thio, serve our clients as well as we can. We want to stay fiscally responsible that then you have the go getter. Who’s saying the visionary who saying, Well, this could be the opportunity to pivot right opportunities, not problems, solutions, not problems. Let’s think out of the box. This could be the chance. We were looking for the kindred spirit. The very heart oriented person is saying, Well, we can’t forget the clients. We can’t forget the staff, you know, we need to you know, it’s really important that we come through for everyone, whether it makes the most financial sense or long term sense or not. And the Mission Control is saying Okay, great. I agree that we have that goal. I agree. You know, we could be something different. I agree. We have to care about people. But how are we going to get it done? It has to be realistic. And you can see where If you have an entire board of one or the other, you’re you can’t get the work done, right? Right. You need someone to check what you’re doing. We all need checks and balances and we need different voices. So once you look at the style so that you can see where if you’re going to do strategic planning, you need to have the four styles around the table to come out with a strong plan. Otherwise, you’re gonna have a plan that’s missing either the goal and outcomes or the big picture or the heart or the structure. And then and then you’ve got to fund. Then you’ve gotta work your way back into it Too late. Okay, way made a plan. But now Wow. Turns out we don’t know how toe executed because we didn’t have any mission controllers in the group or, you know, we didn’t think big enough. We went right into the weeds because we didn’t have our visionary in the group and so forth. So

[00:19:39.34] spk_1:
let’s talk about recruitment. If we’re, uh we’re gonna bring folks onto the board. Uh, you want this to be one of the factors I mean, there, there, obviously, you know, we need accountants. Maybe, you know, whatever. Whatever skill sets, you have gaps. And of course, those those really are predominant in your board selection. But you’d love for folks to find out what these potential board members asking styles are. Yes. So send them toe asking matters dot com as your recruiting them.

[00:19:44.29] spk_0:
Yeah, right. Wait three

[00:19:46.87] spk_1:
minutes. They print the report. Okay,

[00:20:13.04] spk_0:
Sorry. We don’t want you any go getters by you know, the reality for almost every night fucking is. We don’t get to pick and choose that much when we’re looking for board members. So some organizations really can. Others, at the very least, though, can say, Okay, we’re looking at our board, and we really seem to be missing kindred spirits. That’s bad. So lets

[00:20:15.89] spk_1:
you gotta have your You gotta have your kindred spirits. That’s

[00:20:18.26] spk_0:
bad. Absolutely. Eso eso when we go out, let’s keep that in mind, right, Because we might have more candidates and way might have more candidates, and we could put on in any one point. We might be bringing people on in classes, and we might want this first class to include another kindred spirit or two, and we might put off other people for a year. So it’s another factor. It’s not just a factor in who to choose, but how to understand who you’re choose, right? How to understand maybe what they’re saying and where they’re coming from. And to be ableto envision how that person would interact on the board, given that person style and the style of the board to get a sense of whether the person fits in or how the person would fit in. So it it not only helps you choose but helps you understand what you’re

[00:21:20.83] spk_1:
and you may not have. As you said, you may not have the luxury of selecting from half a dozen, you know, potential board members. So at least the one person that is before you know what his or her style is. And, as you said, how they’ll how they’ll work with the rest of the board. Right? Okay, okay. And and this applies for the for the CEO to write mean CEO board chair relationship. Don’t we want to know where those were? Those two folks stand

[00:21:40.34] spk_0:
right? I mean, you’re not going to choose one based on their style, but based on their style that they’re going to have different strengths and challenges and in their in their roles as the two leaders and in terms of how they work together. Because you, if you’ve gotto generally, the CEO is reporting to the board share most regularly. If the relationships going well, they’re meeting regularly. The chair is, in a way, guiding the CEO. The CEO is guiding the chair, Um, and so if you’ve got a chair, who’s a go getter and you have a CEO who’s a mission controller, especially when you have people who are diagonal to each other on the grid? Okay, who are you might call them polar opposites. There could be a challenge working together. One wants all this detail, the others flying by the seat of their pants. Ones, you know, very sensitive to criticism. The others just throwing it out there, vice.

[00:22:50.24] spk_1:
Because because if there if there, uh, diagonal diagonal to each other, then you’ve got You’ve got an intuitive extrovert. Uh, no. An intuitive introvert working with an analytical extrovert,

[00:23:15.24] spk_0:
right? I know. As a kindred spirit, intuitive introvert, that rainmakers, thes analytic extroverts can challenge me. I can get a little anxious because they’re very assertive. And for may I read assertive sometimes to personally, they’re not doing anything wrong, right? They’re just they’re being themselves. They’re bringing certain traits to the table, and I’m reading them a certain ways of kindred spirits. So now if I know, uh, this is why we might be having that challenge. We could talk it through and and at least understand each other better, like in any relationship. Um, in any personal friend relationship, any relationship, understanding the other person helps you depersonalize what’s happening.

[00:25:34.41] spk_1:
It’s time for a break. Tony is take two. I’ve got a webinar coming up It is. Start your plan. Giving in 2021. It’s a quick shot is gonna be just 50 minutes in and out. We’re gonna talk about what plan giving is how to identify your best prospects, where to start your plan giving program, how to market and promote your new program. And then I’m gonna leave plenty of time to answer your questions, which actually is my favorite and arguably the most important thing. Getting your questions answered. So there’s plenty of time for that. That’s it. Join me. It’s Thursday, November 19th, three o’clock Eastern time, which means two o’clock central, which means one o’clock mountain, which means noontime Pacific. No discrimination here by time zone. I do not discriminate against time zones. Everybody’s everybody’s. Everybody’s got a time. That’s the way it is. So, uh, quick shot. How to start your plan? Giving or start your plan giving start your plan to giving in 2021. You sign up for the webinar at planned giving accelerator dot com slash webinar. I hope you’ll be with me. That is, tony is take two. We’ve got plenty of more time for boards and asking styles You have, ah, formula. I don’t want to scare. People were math, math phobic, but very simple formula. You say teamwork plus camaraderie equals synergy. Yes, what’s behind that involved? There’s no there’s no regression analysis. You don’t have to know absolutely sine or cosine or tangent or or anything

[00:25:34.89] spk_0:
like that. Absolutely nothing. I was thinking. I was trying to think through as I was developing this book, what I wanted to say and why. And I came up with that, that that having the best board a board that really is on fire, if you will to me involved, uh, involves two things or is dependent on two things one teamwork, the ability teamwork is respecting everyone being able to hear other voices, uh, respecting decisions that come out of committee and so forth, respecting everyone sitting around the table and having an equal voice and things like that. That’s teamwork. And, um uh, Michael Davidson who? I do a lot of work with his quote in the book. He’s

[00:26:25.70] spk_1:
He’s been on the show

[00:26:26.81] spk_0:
e adore Michael and I’ve learned so much about governance from him over the last two decades. I’ve known him actually about almost 20 years because we met at Hudson Guilt. He was doing work for them, and I was working for them. Uh, and he talks about teamwork a lot because he’s a rower, as you know, and you have to be a strong team, you’re not gonna get anywhere.

[00:26:52.84] spk_1:
His company logo is is a right right,

[00:27:25.04] spk_0:
the board coach and it’s rowing and he talks about so he talks about teamwork. He talks about how you can do your job. If you don’t know what it is, you won’t do it. If you don’t think everyone else is doing it right, you have to be a team. It’s one of the reasons why I think everyone has to fundraise on the board because that’s what makes the strongest fundraising team. Not having a fundraising committee and saying over those five people are responsible for all the fundraising board is going to dio, so teamwork is very important and camaraderie. You also have to like each other not to be friends, but to you need to find it worth being in someone else’s company. And even if someone is very different from U. S. O. U. And that comes from getting to know people, not Onley sitting around the board table. But in a more familial way, it’s That’s the reason why some of these social engagements just before, after a board meeting, having board members go out to dinner together. All of that is really important. That’s why they do it in the corporate world, right? That’s why there are all these team building events. They build camaraderie, not just on the camaraderie helps the team work. But

[00:28:08.93] spk_1:
I don’t have Thio build the comrade. I don’t have to walk across hot coals barefoot

[00:29:29.74] spk_0:
E No, I wouldn’t do that either way. Okay? Yeah, No way could just have dinner together. We can have dinner together at one organization. I I had. I had board members in rotating groups of 4 to 6 go to dinner after a board meeting. So there were six board meetings during the year and twice a year each board member went out with a different group of people. So everyone got to have dinner with everyone during the year and such. It helped, Um, so when so looking at the asking styles, you can understand better how to work as a team. And you can also understand what, what types of activities would help build camaraderie? Because we’re all not going to like the same things. I, as a kindred spirit, don’t want to go to a big party with the whole board. I’d much rather go to a small dinner or just have a one on one coffee, right? If I could do that with a few board members, over time, I’m golden. I build that relationship if you send me Thio. The board president’s house to schmooze with all the other board members doesn’t work as well for me. Given my style, it doesn’t mean you don’t do it, but just a ZX with training and other things, you have to have a variety of activities to appeal to everyone. Just like you have to let people have a variety of stories to tell their own stories because everyone’s gonna go to tell the different ones. So eso building camaraderie, um, you do have to proactively work it. It part of that it overlaps both is making sure everyone has a voice right that everyone feels they are part of this group, that they’re integral to it, that people hear them see them. And so it goes back and forth, the teamwork and the Senate and the camaraderie. And that’s what gives you the synergy. So that’s how I came up with that concept. Okay? Yes. Okay.

[00:30:38.54] spk_1:
You you talk about Well, actually, before we talk about some process for meetings like making sure voices get heard, you have some concrete ideas. How about a story? Can you, uh, can you share something? In the 20 years of asking styles where you’ve seen a team, whether board or not, I mean, board would be ideal improve their outcomes because they became asking styles aware they became they were red pilled and finally e saw the saw the wisdom of asking styles.

[00:32:40.04] spk_0:
Wow, we’re going there. You? Mm. Well, I constantly hear stories. There’s someone on the website I often hear from from executive director slash CEOs who have these ah ha moments about their board chairs for sure who have these Ah ha moment about their boards, Whose then see the challenge, why their board is so challenged in some way and can address that. Who? Who realized g. I’m providing staff often say I’ve given the board all this information. I don’t know what why they why they keep asking the truth of matter is have they read it all? And if they’ve read it, have they interpreted it all and stuff? And the truth that matter is that we’re not necessarily giving every board member the information they need. So I constantly hear these ah ha moments from staff who say, Now I know what this board member needs. If I’m going to engage this board member effectively in fundraising, this is what I have to give this board member. I’m giving them the wrong information. So I hear that a lot that that has really helped. I did some work with Esperanza Academy, which is a private 100% tuition free and privately funded girl school north of Boston. Um, it might be in Lowell. I’m trying to remember where they are now. On. I worked with their head of development and then did a training herself and said it was extraordinary how how the asking styles moved her board ahead. There was a fundraising in terms of working with each other. It just took it, took them to, Ah, a whole new level. And I think I’ve always felt the beauty of the styles is that she point before you don’t have to know any big logarithms. There’s no jargon or anything. It’s very simply put, e don’t use fund these words and and all of this stuff e talk very plainly about it in the styles are very plain. I don’t try to make this scene like, uh, you know, like the you know, what is it? The theory of relativity, The theory of relativity.

[00:33:20.95] spk_1:
That’s where you get into cosign on C can’t

[00:33:23.16] spk_0:
exactly or pie or whatever Very straight

[00:33:27.13] spk_1:
first, unjust non jargon.

[00:33:29.54] spk_0:
Yeah. And so yes, so tons of ah ha moments. Um uh, respecting people to work with each other differently, working harder to make sure all voices are heard. Um uh,

[00:33:43.66] spk_1:
let’s pick up on that. Voices are heard. You have some. As I was saying, you have some concrete ideas about board meetings, making sure some folks you gotta check with them in advance, etcetera. So what? Her voices get heard at board meetings,

[00:34:04.24] spk_0:
Right? Well, I, for one, virtually never talk in a large group as a kindred spirit of mission controllers Air similar. I don’t often give my opinion in front of a large group. I don’t often ask a question. I don’t take up a lot of time in a group like that. Um, so I might have a very valid and important point that the group needs to hear that the chair wants everyone to hear. And I’m simply not going to express it in the group. And you see the people I trigger. I train all the time. You have guests all the time. You know which guests you have thio work harder, thio, or give the or wait longer to allow them to pull their thoughts together. That’s happening around the board table. And it’s happening even more so now with the video that with Zoom because everyone does tend to talk over each other. It’s hard to know when to stop. It’s harder than it was in person. Looking around the room where you feel it, you feel who’s going to talk next, Right here. You’re not sure. And then two or three people blurt out at the same time. So someone like me is going to be even less likely to participate because that blurting out and talking over someone is more awkward for me. Yeah, so

[00:35:20.44] spk_1:
you get into that rhythm where everybody stops on, then you beats and everybody talks. Everybody stops to more beats everybody, you go ahead. So then they all go ahead to beats later, right? Yeah.

[00:35:31.89] spk_0:
Dance, right. It’s a and I’m not going to do that dance. Necessarily. A lot of people won’t. So So if

[00:35:42.34] spk_1:
I promise that I won’t be, uh, talking over you, I’m just being a smart ass.

[00:35:46.35] spk_0:
Me to s o a chair. A smart chair who really wants everyone’s voice heard and taken into account needs to either reach out to those board members in advance and solicit their opinion or specifically call on them, make time for them right When I train, I look around that room and we’ll actually in advance of training. I will ask the CEO or whoever engaged me. Who should I be watching out for in one way or another who’s going to talk too much? And I’ve got to make sure that person doesn’t monopolize, are training who’s not going to talk because And regardless of what I’m told in advance, I see who’s not participating and I make sure everyone’s participating. It’s not that they don’t want to, or that they don’t have anything to say. It’s just that this is a tough venue for them. Be in a room with 25 other people and all the noise and people talking over each other. So you either have to solicited in advance or solicited in the room or solicited afterwards or send out a questionnaire, asked people by email to tell you in advance, you have to make sure that everyone’s voice is heard,

[00:37:12.83] spk_1:
and that’s a part of teamwork and camaraderie to ZX respect. Yes, yeah, that you’ve become aware. Now you’re red pilled. You know, some people are not gonna speak at the meeting or being very. It’s gonna be uncomfortable for them to do it. You have to make allowance for that. And that s so that builds up your That builds up teamwork and camaraderie. People feel respected there, literally being heard

[00:37:51.73] spk_0:
right now. Some people just, you know, talk a lot and don’t mean to cut anyone else off and want to hear the voice. And then there’s some people who just want to hear their own voice. And actually, one of the pieces of board membership is it’s not for everyone. You have to believe in teamwork. You have to believe that the team comes first. I’m not saying that the styles in any way can identify who would want to be on a team or not, because it’s much more complicated than that. But but there are challenges to group work, and those challenges impact certain styles more than others,

[00:38:12.92] spk_1:
Right? So yeah. All right, let’s talk about fundraising. How does this out of the styles impact board? Fundraising? Yes.

[00:40:53.41] spk_0:
So that we’re working on the whole decade, obviously. Uh, yes. Since they asking style started from a fundraising bend. It’s a very critical ways. The first one which we talked about earlier which is the number one way, is in terms of the story that each board member is going to tell. What is a board member going to stay in the in the most? In the simplest format, you run into someone, and the person said, Well, tell me about X y Z organization. What is it? You is a board member going to say to try to excite that person? What’s your story that is going to be impacted by your style? Whether, as we talked about it, whether it’s very goal on, strategy oriented, visionary oriented, hard oriented plan oriented? Okay, then you have Well, how is each of you going to go about this process of identifying and cultivating and maybe asking for money? And I say, maybe asking because the most important roles Board member, the most important role of board member can have in fundraising in my mind is the identifying, cultivating, thanking, recognizing piece everything but the ask. When it comes to the ask, some board members will ask on their own or with other board members. But in most organizations, you could bring the executive director and head of fundraising or someone else, to sit there in the room with you and actually say, tony, would you consider a gift of $10,000 for X y Z? Um, it’s all the other work that’s so important Thio for board members to help with. And that’s where style really matters. How are you going about going to go about cultivating as a board member? What’s comfortable for you? You have to take into account to some extent what what works for the donor? We don’t know. We usually don’t know the donor style, but if we don’t ask board members to do things they’re comfortable with, they’re going to be reticent about doing them. And they may not do them well, right? Well, I don’t want I don’t want to send my board members out out to slaughter, basically, by sending them out to do things they won’t do well and it doesn’t serve the organization well, so eso I will would think through if I have ah, big special event. My extroverted board members ago ended be better ambassadors of those events than the introverts who don’t tend to go up to people they don’t know and engage them in such. They’re going to be better at one on one effort. Uhh. Some people are going to be better at communication written communication, writing lovely emails with lots of great information in them. Some are going to be better at picking up the phone and having a quick chat on dhe. People will partner in different ways based on their styles.

[00:41:41.91] spk_1:
Time for our last break dot drives that drives engagement dot drives relationships. Dot drives is the simplest donor pipeline fundraising tool. It’s customizable, collaborative, intuitive. If you want to move the needle on your prospect and donor relationships, get the free demo for listeners is also a three month. You know that you go to the listener landing page at tony-dot-M.A.-slash-Pursuant. We’ve got but loads more time for boards and asking styles.

[00:43:06.10] spk_0:
So if I would like, um uh, I have a donor in mind and I bring something. The table is the CEO or the chief fundraiser, a za kindred spirit. I may look around to see who compliments me on the board, right? Or if I’m let’s say I someone has a relationship, OK, Soo is a go getter, and Sue has a relationship to this donor, so I want to go with Sue? Well, I’m a kindred spirit and Susan go getter and whoa! It turns out that our donor is a mission controller. So now how am I going to engage? So what is the best role for Sue? Is the go getter to play? And what might we have to watch out for? Right? How would we wanna make sure Sue doesn’t trip over herself? A za go getter going with me to see a mission controller? So it gives me a road map as the staff member, or certainly is the board members to how I could be effective, what my challenges might be. Even in the initial contact, we talked about this all the time of asking matters that from kindred spirits and mission controllers are much less likely to just pick up the phone and call someone out of the blue, even if it’s just calling to make an appointment. I don’t I never liked the phone, and I feel lucky that most of my career has been in the age of email. I will almost always email first if I know. I don’t know. Well, and I know the donor just wants me to call It is different, but most of the time we don’t know who. Uh, we don’t We don’t know people that well and I’m going to I’m going to write first by email. And if I know a board members that way, I’m not gonna push my board member to pick up the phone. I’m going to say, Do what’s comfortable for you If it’s comfortable to send an email, Do that. If you know the person well enough to send a text and the text. If calling and trying to catch that person is what works for you do that, so I help the asking styles help bring fundraising to the board member in a way that’s palatable.

[00:44:01.99] spk_1:
Got some ideas about you. Caption it. Under keeping board members committed, exposing board members to program Share your ideas there.

[00:44:57.99] spk_0:
Most board members do not experience or or view programming often enough. Board members come to organization excited by what you’re doing. They have a lot of passion. Yeah, I’m on the board now. I’m so committed. I love what you do and then end up spending almost all their time in board meetings that are mostly about procedure and budget and can be very dry the most organizations today or bringing program staff for program participants to board meetings on a regular basis. I hope everyone listening today is doing that, and so board members get some exposure the 10 or 15 minutes every two months. But that’s minimal. Board members have to C programming ideally, in person right now. That’s really hard. Maybe through zoom through video, maybe through a Q and A with various program directors and such. And again, the asking styles will impact what type of interaction will keep board members committed. So if I want to keep my mission controller board member committed, I need to keep focusing on the plans and making sure the board that board member feels good that we’re going about our work in a very methodical, systematic, well thought out way. That’s what and to share all the information about plans because the Michigan that that is the material that the Mission controller board member can absorb and appreciate. I’m not gonna do that for the go getter. The go getter isn’t gonna look at those plans, right? The go getter is gonna wanna have a telephone call with the program director with a or Or meet lots of participants and engage those participants and maybe participate in programs, whereas some people might feel it a little awkward to do that, the go getter will jump right in. So for my go get a board member, I might do that for my rainmaker. You know, a ZX. You can see the same themes keep coming up with this idea of strategy, vision, heart and plan strategy, vision hardened plan. So you got it. You have to bring that to each board member and then bring that into the It’s the meeting.

[00:46:43.30] spk_1:
I would rather you say the heart first. Uh, that’s the kindred spirits. I’ll fix it in post production. I’ll move.

[00:46:55.26] spk_0:
You do that. You do that. The only way I can always keep everything straight is to always go go clockwise. Yeah, no matter what I do, I’m always saying Rainmaker, go Gator. Kindred spirit, Mission Control and using my hands to remind me now that everything is vision is Elektronik. I’ve actually the vision. The image is reversed on the screen. And now that ever you could see my hands, I’ve had to learn like yoga, teachers and others. Yes, you gotta be. Oh, right. Yeah, exactly. So it’s a new skill I’ve learned the last seven months

[00:47:23.99] spk_1:
you’ve got. You’ve got the benefit of no video here. Yeah,

[00:47:26.58] spk_0:
exactly. Like my hands doing anything.

[00:47:34.08] spk_1:
Audio podcast. Yes. Mm. Alright, What else? What else do you wanna? You wanna talk about that? We haven’t talked about around asking styles in the board

[00:47:39.82] spk_0:
asking styles. And

[00:47:41.33] spk_1:
you wrote a whole book, for God’s sake.

[00:47:42.97] spk_0:
Yeah, I can imagine

[00:47:43.91] spk_1:
more. There’s more than what I asked you what

[00:47:48.45] spk_0:
it is, though, you know, though, I don’t want to scare people off either. And as you know, tony, it’s not a big book, and it’s purposely not a big look. It’s actually only 16,000 words. If people know anything about books, it’s only 100 pages because there are lots of beautiful full color photos and graphs and things like that. It’s a book you can read in a two sitting,

[00:48:06.04] spk_1:
which I appreciate. I like all the photos, something the pictures I sometimes have authors on. I’ll say, you know, there’s no pictures or there’s not enough

[00:48:13.77] spk_0:
well in my books. The only book in full color. I want to say that cause I’m really proud of it. It costs a lot more to make it, but, uh, but the styles Aaron color right? The graphics are so so. It’s actually very pleasurable book. And the reason for that It’s really important for every board member to read it right.

[00:48:29.73] spk_1:
Easy read. Do it over a weekend easily. You could do it in a day if you had to, but yes, so we hope

[00:48:52.16] spk_0:
to say, you know, today we covered a lot of the major points in it, about about recruiting, camaraderie, teamwork, telling her story, leadership and such. Those are the major piece in the book. The one thing I’ll say is that you’re pushing the book, I guess, is that it has a bunch of exercises and questions to ask yourself is Well, and the important thing is not is not to believe that G if I if I’m going to address the challenges on my board, it’s got to be some big project I need to bring in a consultant or boy, this is gonna be a lot of hard work. There are lots of small steps you can take.

[00:49:15.92] spk_1:
Yes, you finished the book with the next steps?

[00:50:03.86] spk_0:
Yes and yes. And all along the way there are some exercises the next time you have zoomed called do a breakout room and just ask. People spend five minutes saying, Okay, my style is this. What does that mean for how I work with you or something? You’re going to build teamwork and camaraderie. And so I want people to take away that that make improvements toe how your board operates, which is so vital to how your organization gets through this and thrives in the future. Uh, does not have to be a big, overwhelming project through the asking styles and lots of other means. You can take small steps and get there. The

[00:50:08.46] spk_1:
book is a pleasure. It’s a pleasurable pleasure to read. It’s an easy read. You want to know your style. You goto asking matters dot com. Do the three minute survey. Send your board members as a little fun exercise chat about it. That’s you know, that could be a next step, but

[00:50:18.71] spk_0:
absolutely that

[00:50:24.46] spk_1:
a whole chapter of next steps and, like you said questions throughout. Okay, Brian Saber, Thank you very much. Uh, have you. Actually, Absolutely. So the book. Get the book. There is more depth. There is more depth in those 16,000 words than than a lackluster host can cover with, even with an exemplary guest. Eso. The book is boards and asking styles. A roadmap to success matters that asking matters dot com and Brian is at Brian Saber and Brian. Thank you again. Real pleasure. Thank

[00:50:52.97] spk_0:
you. Don’t have a great day. Good luck to everyone.

[00:51:31.56] spk_1:
Thank you Next week next week. I got it here right next week is Oh yes, next week is low cost fundraising software and what’s really happening with non profit revenue. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com. Responsive by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o and by dot drives, raise more money, changed more lives tony-dot-M.A.-slash-Pursuant for a free demo and a free month for listeners. Our creative producer is Claire Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty, you with me next week for non profit radio big non profit ideas for the other 95%. Remember, it’s your favorite abdominal podcast. Go out and be great.