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Picture of Professor Eugene Fram.

Nonprofit Radio, April 26, 2013: A Conversation With Eugene Fram

Big Nonprofit Ideas for the Other 95%

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Picture of Professor Eugene Fram.
Professor Emeritus Eugene Fram
Eugene Fram: A Conversation With Eugene Fram

Professor Emeritus at Rochester Institute of Technology, Dr. Fram is author of “Policy vs. Paper Clips,” introducing nonprofits to a corporate model of board governance to cut out the minutia from agendas so your board can focus where it should, on policy and planning.

 
 
 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent for april twenty six twenty thirteen i’m your aptly named host question have you raided and reviewed the show? I haven’t asked for for many weeks, and if you haven’t done that, i’d be grateful if you did. We increase the ratings and reviews on itunes considerably the last time i asked, and if you haven’t, i’d be grateful if you did if you wouldn’t go over to non-profit radio dot net, start there and click readings and reviews and then give the show one to five stars, hopefully five and an a rating. I’d be grateful for that. Thank you very much. Oh, i hope you were with me last week. I’d suffer acute respiratory distress if it came to my attention that you had missed a conversation with amy. Sample ward part do she’s, our social media contributor and co author of social change. Anytime. Everywhere we talked about your multi-channel plan fund-raising calendar, staffing and budgeting and now you know what a home page hijack is this week. A conversation with you, jean fran lots of conversations professor emeritus at rochester institute of technology dr fram is author of policy versus paper clips introducing non-profits to a corporate model of board governance to cut out the minutia from agendas so your board can focus where it should on policy and planning roughly thirty two minutes into the hour on tony’s, take two ah that’s, a little bit of a toughie because i’m recording this about three weeks in advance, and i don’t know what’s going to be on my block, but i’ll share some gratitude on tony’s. Take two my pleasure now to welcome eugene fran he is professor emeritus at rochester institute of technology he’s, a consultant, board chair and volunteer director for non-profits he has authored a co or co authored more than hundred twenty five journal articles on marketing and non-profit and corporate governance, he wrote the book policy versus paper clips, which you can find on amazon to introduce a governance model that we’re going to talk about on twitter he’s at eugene fram four a m just like the oil filter eugene fran, welcome, welcome good morning to you. Good morning to you, it’s it’s morning in california on the day that we’re recording very early morning. So thank you for joining me this early from the left coast. It’s. My pleasure, jean. Are you are you part of the fram filter family, buddy? Chance. Unfortunately, i am not. You’re not those things still around. I don’t own a car. I haven’t had a car for years. We are fram oil filters still around. Do you know why? I think they’re still on the web. I seen them. Okay, you have but that’s, not you. I’m sorry. And that’s not me. That’s. Alright. I’m not part of the great martignetti liquor family in boston and new england either. So okay. The both of us are suffering from famous names and chronic under representation in the in those wealthy families. Yes, we’ve been born with huge handicaps. I’m still trying to overcome mind. I hope you have overcome your one hundred twenty five articles. Yeah, somewhat. But you know, my ambition is to go to a thousand. Okay, well, now that you’re in retirement, you have more time for that. But yes. That’s true. Professor emeritus jean what? What’s what’s happening with boards? Why? Why do you feel they are missing the mark? Well, boards from a governance point of view non-profit boards from the government’s point of view, frequently have retained the old nineteenth or twentieth century model off of governance, where the board has a multitude of committees and tries to eventually micromanage the uh uh, the staff in the process, nothing gets done or the organization, although it has potential as stunted growth. Ah, if it in that way, because volunteers like myself and again as i talk, i’m not talking as a non ah non-profit ceo or e d i’m talking as a volunteer director, we can’t be there day today, and we can’t, uh, manage the minutia that is no, are they not necessarily monisha or the work that really needs to be done and we can’t really manage truly professional staff, we can help. We can advise we can help. We have an obligation to set policy, but uh, but we’re simply, uh, part timers or some person has described that we’re birds of flight through the through the organization because we’re they’re traditionally three to six years, and the staff stays and works and works under different boards. Your concern is that despite the well meaning board on dh and individual members having great potential and the best interests of the organization heart you feel they’re actually through these old models stunting the organization? Absolutely. And i think it could be proven when you look at any number of organizations which has suffered this way. Do you want to give an example or to, uh well, i’ve consulted with a number of them on, but i don’t want yeah, i’ll talk t o generalities specific organizations where the the the board actually got ah, where the volunteers on the board actually got involved to the level that they were, uh, they were managing departments. Eso if the decision had to be made, the department had first went to the volunteer uh uh, advisor or whatever they call him at the time and then went to the d with the advisers either decision or concern or whatever the department had won it. So the organization didn’t grow until they finally change. They finally changed the model full time employees reporting to a parttime volunteer argast person. Exactly. Oh, my all right. Let’s, let’s. Start with the beginning of the process and we will get to the corporate model that you lay out in your book way. We’ll get to that let’s. Take a couple of discreet sort of time line points and along a board members life cycle with the organization and i’d like to start with recruitment. Makes sense, i think. Xero what can we what can we improve around our board? Recruitment? Well, the chief executive officer where, whether they be a nadie or a president ceo, as i suggest, needs to have more contact with the board with the individual board members. I think they they have tto have more contact between meetings that has to be in often and formal. Ah, and they have tio they need to get to know each other. And i suggest, uh, that they actually made quarterly to informally discuss the concerns and the challenges. Ah, that the chief executive officer is facing. I, uh there are various techniques for doing this. I recently read in the harvard business review. Uh, a recommendation. Uh, that the, uh uh uh, we’re one, uh uh, for-profit ceo actually sends a email out to the board every sunday morning. Uh, just laying out very briefly, uh, in this case, his concerns about what’s going. On in the organization and what new ideas? He has a c as he indicated in the article, he says, i don’t worry about grammar right now, gina, i’m trying to focus on recruitment, so maybe maybe in in in this board meeting is often as you’re suggesting they’re identifying gaps in the board, and maybe they can try to fill those gaps with new board members that’s, right? Ok, and but as they’re going through that recruiting process to identifying skills that they need that the board is lacking, how should they be talking to potential board members? Well, they should talk to board members that what they do is to value their contributions of time, the most important thing, and they make ah, meaningful use off the board members time they don’t ask the boardmember the potential boardmember to do frivolous things, uh, such as stuff envelopes or our or get involved with watching slide shows or commenting on slide shows as one. Now that i’ve heard of s so that they focus on, they focus on the policy in the strategic issues of the organization. Okay, we’re going to take a break now, jean and when we return. We’ll keep talking about the little about the life cycle of the boardmember. And then we’ll get into the corporate model that you lay out in policy versus paper clips. So thank you, gene is going to stay with us. And i hope you do, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? How i’m rika keck, holistic nutrition and wellness consultant? If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? 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Interested simply email at info at talking alternative dot com metoo welcome back with jean fran, and we’re talking about policy versus paper clips and focusing your board where the attention, where its attention ought to be on policy and planning and things like that. So jean question about in the recruitment process, the expectations around time and fund-raising for potential board members were still now just talking about the potential member what should, what should a non-profit be revealing about time and fund-raising well, they first ought to be very clear about the time commitment expected, and they ought to delve into a deep discussion with the boardmember on this because i’ve just consulted with a organization that has recruited cem very fine people who are working on people who are building their careers, and they lay out the they discuss the the time commitment for the organisation, but in the final analysis, after being on the board for three to six months of the people have, uh, huge work commitments, and they say, j i just can’t i made the time commitments. Oh, and so they had to restructure the board in a way that allows the chairman much more responsibility, i think, than a board chair should have. And what about the fund-raising expectations? Well, not all board members will enjoy fund-raising i think it’s necessary to find those who might enjoy it or have experience with it to make some commitment to it on dh. Do you want to see that as a dollar amount or more flexible based on the individual based on what the individual strengths are, if they have contacts? That’s one thing, uh, if if they have aa dollars to give or you are in the are able teo network with people of substantial wealth, that is another thing. Okay, but there ought to be. Do you agree with this one hundred percent participation personal at some level for for all board members? Yes. That’s necessary? Because foundations, when you go for grants often look at that as a board commitment, showing board commitment that they have made the financial commitment to the organization. Should these expectations be in writing for the potential boardmember? I think so. But i think it depends upon the culture of the board and they understandings that air developed at the beginning. If you, uh, if they, uh, if the board gets a lot of questions after after being on the board for a while about those commitments, maybe it’s necessary to put it in into writing, but not necessarily a legally binding contract. Oh, no, no, no, no. Okay, but just something that here’s what we’re expecting and please, you know, indicate that you’ve reviewed it. So we’re all have well have consistent expectations, right? We’re all on the same page, okay? Eso then moving. Teo orientation. If you recruited the right people, what should board orientation look like? Well, orientation, uh, should take place. I would say over i again size and complexity of the board about a six month period, andi, in the sense that there might be a half day or a couple our orientation about the organization and its mission is a mission, vision and values. Oh, and any other details that they they have to be concerned with. But then other issues ought to be ah brought up for the new board members as they as they progress through their first six months during this period, the, uh, the board chair and the ceo i need to be readily available to answer questions from from the new board members s o that they become fully apprised of the issues as they go along a two day board, uh, section in which a lot of information is thrown at the person, uh, simply doesn’t stick its a matter of repetition, understanding and going through the process themselves. And as you know, we all learned best when the when the problems are immediately in front of us. Ah, for example, uh, with board liabilities, a lot of boards will bring in a lawyer and and lay out the potential liabilities for a boardmember in their particular situation. Uh, they hear a lot about the laws, but they if you’re not a lawyer, they frequently forget it. Uh, so when an issue comes up ah, that the that there might be a a personal liability in in the situation, it’s up to the ceo and the board chair to remind the new people and refresh the older people that this particular situation might be affected by this particular legal precedent. Would you put new board members on a committee right away? Or would you keep them at large? I would keep, um, at large unless they have a strong desire to go on a committee. And of course, a sze yu know. I suggest that there are really only three committees needed. Yeah, on this is a way of getting into the corporate model. What are those three committees? Well, first that’s. Very simple. You have a planning and resource committee. Ah, that looks forward. It looks towards the strategic plan. It looks towards the resources that i have both, uh, human resource is and financial resource is it looks forward to the planning that is, that is necessary. It also has a special responsibility that the other committees don’t have and that is to, uh, teo ah, monitor and mentor ad hoc committees. Any man as, uh, special issues come up of a strategic or policy nature ad hoc committee need to be formed for that particular issue clearly, because because we don’t, we only have three standing committee, so we’re going to get it right. We’re gonna need ad hoc committee, particularly everything ascot committed to take care of the issues. They come up, come up esso and then that’s is that their their their responsibility. On the other side of the picture is the assessment committee and the assessment committee simply assesses how we have done. Okay on that includes the oddity function and the er in states such as california, where you need a separate audit committee. A subcommittee of that assessment committee performs the audit function, meets with the auditors. This all seeds up to the to the executive committee. The third committee, which has the traditional executive committee duties of of ah, of acting for the board and emergency situations and taking a final review off the various reports that air coming through before they come to the board. So it’ll give you, say, have a board of twenty one people with seven on each. Ah, you will find that, uh uh, by the time it gets to the board, uh, through the process is the large part or nearly all the board are familiar with the issues they may disagree with with some of the proposals and have other ideas at the board meeting. But everybody is full of pretty much everybody is wholly informed. You say twenty one board members as an example. So this is cannes. This corporate model worked for organizations that have just maybe half a dozen boardmember xero their way. We could divide. That in four or however we want to arrange that, depending upon the needs of the corporations of the non-profit, uh, this is a flexible model, okay? And people have used it in different ways. Ah, and, uh, for example, i once met a person, a new organization that didn’t have any standing committees. All committees of the board were ad hoc committees reporting to the entire board. They were happy with it. I would have been happy with it, but evidently it worked. It worked for them. All right. So there’s flexibility is this more what we see in corporations and you have to you have to help me out because i don’t. I’m not familiar with the corporate model. Is. Is this more typical of the way corporate boards operate? Very few standing committees, maybe not exactly the same, but very few standing committees. Lots of ad hoc committee’s. Well, this is being ah proposed by the bye. Some major consultants now, as you as you noted in the book, however, i hate to say, but i’ve been at this for more decades, uh, than i care to admit. And in turn, uh, there are a cz faras. I know, based on the sales of the first two books there, which was the first to additions, which were their sales of over ten thousand copies, i would estimate the thousands of boards have adopted it on dh. However, it is still controversial among some boards and its best used with boards who have, uh, a about a million dollar budgets and roughly let’s, say about, uh, no over ten to twelve, fourteen full time employees. Uh, when it comes to the nation type of non-profit board uh, the i think the traditional model of bored involvement in operations is necessary because, uh, they’re simply not the man power to get it done. The basic problem in the process in the change is that boards begin with board involvement in operations and when they grow, they still sick with the old model stunting the growth of the organization, frustrating the chief executive office operations officer and on dh missing huge opportunities that they could have right in their growth. Gene, i’m not clear on, but i’m not clear on something. Is your recommendation for smaller organizations teo to stick with a more traditional, smaller younger organizations? I guess yes. More traditional sport model. If you have an organization with a budget, for instance, i know one that i’ve been very close to, uh, it has only has a budget and does great work. Charitable work have two hundred fifty thousand dollars a year in that case, uh uh, i would stick with the traditional oer organization, however, uh, in the book. Hey, hey. Still need tohave on audit committee of some sort. And the book describes what there’s a nest starita have that, you know, once or twice a year a cz the accounting issues and financial issues come up. And of course, the corporate model is important to have in mind as the organization grows exactly that’s the transition that they were going in. I’m just saying that’s, the transition that your urine compensation and allows you, teo, to grow two very large uh uh to a very large organization, if you want to go in that direction and it’s sort of mandated once you get a larger number of poise and, uh and, uh and larger finances to handle, if you’re in the area of over a million, if you’re in the area of one point five two, three, four, five, six million so full. I had one client a couple years ago that still had the old model on dh. They had a budget of six million dollars and, uh, the chief executive officer said to may look, i could be running away with this board, you know, they’re just not had supporting me in the way they should be supporting me there, worrying about the details of the operational details that they hear about now. That’s the policy versus paper clips. Yeah. And just there worrying about hypothetically the paper clips just to remind listeners that gene fram is professor emeritus at rochester institute of technology and the author of that book policy versus paper clips. Jean what? What can we expect? Aside from maximizing our growth potential? Sounds like more efficient operations. Um what? What else? Khun kayman organization expect if they adopt this corporate model of board governance. All right, well, uh, one is the the board members feel that they’re doing meaningful things. They think they see that there proposing projects. They’re monitoring their development. Uh, they’re getting to know the staff. Eso if the succession issue comes up, they know who. Uh, who? Ah, who the, uh, prime candidates might be, and they become really maur involved with the organization, as i indicated in policy versus paper clips. Ah, the ideal organization is a partnership between the board, the management group and the staff. They are all working together, there’s communications there, ideally and on. And they’re all focusing on the objective of meeting the needs and the grow, often the growing needs of the clients. Okay, we just have about a minute and a half or so before the break. What about employees who are accustomed to going to board members with with problems that assume that’s gotta stop? Yes, that has to stop that’s what they refer to it is the end run in the non profit organization. So the end runs have to stop, and they and everybody has to understand that it has to stop hyre so that people are not. People are not reporting to board members, they’re reporting to they’re they’re they’re supervisor or maybe it’s the ceo and president. But yes, but we can’t be going to board members for everyday problems. No, we can’t pay, uh, salary levels, uh, problems with promotions and so forth and so on. That’s particularly difficult and smaller community and smaller communities, e-giving where many of the employees might know, the, uh, the board members personally, you know, so that becomes important. So there is a transition period, uh, which can take anywhere from two to three, maybe even four years while this adjustment takes place. Okay, jean jean, we have to take a break. We’ll have plenty of time or to talk after this. After we go away for a couple minutes, i’ll come back, tony’s, take two, and we’ll keep talking to jean frame about the corporate model. Stay with me. I didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternative network, get him. E-giving duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and their voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Dafs you’re listening to the talking alternative network. Yeah. Schnoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Oh! Hello, i’m sorry, i can’t send live listener love this week as i’m not live, but you know that i’m grateful for the live listeners out there so lots of love to those in the us and throughout the world we get routinely get listeners from china, taiwan, japan recently ah, the uk, england and ireland of checked in so grateful for wherever you are live listener love and that’s really ah tony’s take to you know i want to thank you for listening to the show and supporting the show. I produce it for you because you’re working in or volunteering for a small or midsize non-profit a charity that’s doing great work that you’re passionate about either is an employee or volunteer and you know, it’s it’s personal i’m saying to you, thank you very much. Thank you for listening and supporting the show, and i’m very glad that you’re with me, maybe through social media, all the places that i am in social media if we’re connected there to thank you for that as well. I am grateful for your support and that’s tony’s take two for friday, the twenty sixth of april seventeenth show of the year gene let’s. Keep talking. Okay, what about you? Mentioned just briefly. Let’s. Talk a little about assessing the work of the of the ceo. Who does? Does that fall under in this corporate model? Well, that’s the, uh, that’s the assessment committee makes sense. Ideally, the assessment committee looks at, uh, two aspects of the of the ceos work and the organizations outcomes. You don’t look for processes. You look for outcomes and these khun b those, uh, those data, which are what we might call ha ha ah, hard data and that’s the data that you have with accounting records, records of membership, what a number of clients, things of that nature that you can easily major. And then there, there qualitative ah, measures that you can measure has should make sure which most or many organizations don’t major, for instance, impact on the community or or excuse me image. Ah, in the community, things of that nature more qualitative. And in that area, i suggest that you do what we call, uh uh, use in perfect metrics. In fact, i have an article out on it. And i’m sure if any of you ah, if you take a look at my website. You will. You will see it there or if you even put it on in under my name, you will find it is available on on the web on. And that is a process that i suggest with the co author, that if you use in perfect metrics over time that you khun dr process dr provoc progress and develop exchange it develop change. Excuse me, jean’s blogged itt’s a little little lengthy. So i’m going to suggest that the easiest way to find gina’s teo, do a google search on eugene fram. Yes, thank you very much. I have now have ah ah. In fact, i have an anniversary right now. I’ve just put out my hundred fifty fiftieth blawg a titled what non-profits ceos think of their boards? Other recent ones air program reductions are mandated. What can a non-profit d’oh okay, another one just for example, is management knows all what does a what’s a non-profit director to dio okay, people find you. Really? I think easiest through google search now, this years have put my name into google and there there’s a lot. A lot of links there for you this use ofhim. Perfect data. Gene, won’t you say a little more about that? Doesn’t doesn’t sound like something we’d want to rely on. Well, if your process is good and you sample reasonably well, you get data. That is not exact, but you get a feel for it. Uh, for, for example, uh, i once, uh, have was on the board of a of a charitable non-profit that was targeted, uh, to counsel. Ah. P ah, various people in the community was heavily supported by the united way. And we weren’t getting many. Ah, ah, uh uh. We weren’t getting many respondents from the inner city, so i suggest it as the boardmember uh, that i, uh, talk with some of the people in the community. What, that time no one was the settlement houses and ah, and see in the inner city, uh, which were community centers, which is a better word for them. And see what they perceived is the problem. Esso i went to them and i found out what i what they thought were the problems. And now you’re only talking to three people, but they knew the communities there and the, uh, the first thing. That happened was the aids of the community centers called, uh ah, my, uh my president and ceo and said, guess what in one of your board members coming down to talk to me? So i, uh and he said, yeah, i know. And we had agreed to this prior to that. And so i listen to these people. I came back, i gave him feedback hey made changes to try to, uh, garner a greater proportion of the clientele from the inner city. And then after a year, uh, went back and talked to the people and i said, as are many changes and they said yes, there’s been modest changes, but there’s still more that needs to be done. I fed this back to the present ceo, he made changes. And then at the end of the second year, there were there were substantial changes, and the board got out of the business of evaluation at that point. All right, so buy some buy some key interviews of the right people, right? Yeah, we don’t have statistical significance and exactly, but on everything that surrounds proper, peer reviewed research. But who can afford to do all that all the time exactly. And and the article contains practical examples. Were both myself and my co author, jerry tally, a sociologist who both of us have been in ah, an end quote in the business a long time have have used the model and have found it very, very helpful. And over time, if you repeat this, asai did and and the example i gave you it was only a about a two year run until the things started to turn around and then the ceo was evaluated on on ongoing from there you mentioned earlier something i wantto spend a little more time with the proper title. Your recommendation for title. For the the chief of the of the organization, you feel pretty strongly that executive director is not sufficient. No, uh, executive director can mean various things because it’s, used in a in a in a wide variety of ways on executive director can be a volunteer who manages the budget of a small church uh uh with a let’s say, a two hundred thousand dollars budget. An executive director khun b, for instance, one i’ve encountered recently. Ah, was the it was the head of a ten. Million dollars ah, charitable organization with over one hundred employees. And i don’t think, uh, the title executive director in the twenty first century, even in the last part of the twentieth century, gives, uh, the chief executive officer of a non-profit the position and stature that that, uh, that he or she needs toe work effectively. So what do you prefer to see? I prefer once you get into the, uh uh, make the make the transition. I prefer president and ceo because people understand their what that means, it’s clear that that person has responsibility for operations except those decisions that have to be made by the board. And that title may have significance for board members also that they recognize the responsibilities of of the president and ceo exactly on dh to add to that. And in many cases, the non-profit president ceo has more management responsibility than a number of the members of the board. For instance, if you’re a professor, you loft and, uh, i don’t have any management responsibilities. Um, never had it. Okay, you worked as an individual contributor. Same thing about a physician. Uh, who is, uh, who has a single practice. The same thing with a, uh a lawyer who is, uh, who has a a single practice or even it’s a part of a major law firm. They just haven’t had the responsibility of the that the president and see the chief executive has of of the nonprofit organization implementing this. A corporate model seems to me there’s a lot of trust between boardmember sze, between the board and the president ceo, between the staff of the organization and the president ceo between the staff and the board. It sounds like there’s a lot of trust required. Yes. You have to have trust it’s it’s. Really? I if you’re and you picked it up exactly. It is a trust model it’s a model in which you have to trust the ceo. Uh, you have to trust the staff that they are professionals. But on the other hand, it also calls for rigorous evaluation. It’s not the traditional evaluation of the border, the staff where they send out a questionnaire at the end of the year and and ask people to return it. You don’t get full returns and the questionnaire is poorly formatted. It takes investigation and robust evaluation and what are we going to do with trustees who are reluctant to give up the managing the paperclips responsibilities? How do we manage those people with difficulty? Yeah. Go hope you got something better than that. Otherwise, i’m taking you off now. I’m going to cut your mic down. If that’s the best you can do. No, uh, some people you have to give them what they might consider meaningful activities such as chairing the annual dinner on things of that nature who are not working, who are not interested in the policy. For instance, if you have a major donor who, uh, just is not interested in policy and strategy and wants to do that over time. What you hope will happen with the ah corporate model with my model is that, uh, the, uh, board will turn over to people who have these dynamic interests and understand that they have to do a robust evaluation, not a cursory one, and that the majority of the board will be those types of people. We got to take a break. Jean fran stays with me, and i certainly hope that you do, too. You’re listening to the talking alternative network. Buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Buy-in durney welcome back. We’re wrapping up. We have about another five minutes or so and want to continue with with jean for the that time and talk about some of the advice that you have around week board practices. There’s there’s. Something on your blogged. There are a few posts on your block about overcoming week board practices. One of those is one of those bad practices is overlooking absences. What do you suggest there, what’s the problem. And what do we do? Well, you have boardmember sze uh, who? Uh uh, fill a board members, uh, board position and they’re consistently absent. And this is a very touchy situation. They may be very fine. People have great skills, but they simply don’t have the time to attend board meetings, which obviously critical to the organization. Uh, i think the best thing you can do is to try to talk to these people, try to retain them on the board or understand, uh, what they’re missing by not attending the board meetings in some instances. Ah, it’s it, khun b a a termination discussion. For instance, i just recently encountered one and which, uh, the board chair had this discussion with the person and she said, i’m just sorry i like the organization. Ah, and and i’m i’m tied to the mission, vision and values, but i’m doing international travel and my best, the best i can do is to open up the position and resign in other cases if you can find the root cause of it and do something about it for them that’s that that could be ah, that could be another alternative, but it’s very situational on dh. Very individual to see what you can do. Teo, handle the situation you had suggested earlier. There may be a different role for the person. Maybe it’s not. Our board will be something else i can do to support the organization. Yeah, in this one, they’re, uh instance, that i just mentioned. I i had talked to this individual and i said to her, well, look, uh, it’s obvious that you can’t do anything immediately, but your role made in your job may change again. Uh, have you asked about taking a leave of absence from the board on da ah, future time. A year, year and a half. Two years, maybe. Things during that change around and so she’s still connected to the board in some way. I may even get minutes of the board and so forth. So on as a way of retaining that person’s interest in the organization because she was there. She’s, a very fine person. Thoughtful, analytical, does critical thinking and had very broad experiences. In-kind of the dream, the dream boardmember. So you try to make these accommodations. What about insufficient due diligence on the board first? How do we how are we going to recognise that? Well, i think that’s again the, uh the, uh the board chairs responsibility along with the chief executive officer. When things are not discussed in an adequate detail, that they bring the issues up that they pride to do some of the due diligence for the people. Because again, the boardmember zehr not being compensated by large they are. They have other jobs jobs that are their main main concern. And so you may need to help them along on the dew dealings. Due diligence side jean has other identified board weaknesses and and how to overcome them on his on his blogged jean what is it that you love about working on boards? Well i, uh i like the people on dh i’ve served on a number of human services are, you know, charity type boards as well as, you know, trade associations and so forth, but on the boards that especially those that are charitable in nature, you see in these organizations, people who figured early stand ten feet tall, they do much more than they are compensated for, they do it willingly, and they really have the client’s interest that mind, a tte heart, and and then in their mind, you know, i’ve seen ah, social workers in on and homes on group homes, uh, take take some of their clients to their own homes on weekends, or even take them on vacations far beyond what is required of the people in order to ah, help them overcome the handicaps that they have. You know, those are just examples, and when you see people like that really dedicated it and you can contribute in your way, you know, i can’t do those sort of things, but i can contribute to they’re doing it, we have to leave it there. Eugene fram, professor emeritus at rochester institute of technology, google him remember it’s like the fram oil filters fr am googling to find his block. His book is policy versus paper clips it’s on amazon jean, thank you so much for being a guest. Well, thank you for having me been my pleasure. I hope you will be with me next week. Consultant and author amy eisenstein returns last time she was here, we talked about her book, fifty asks in fifty weeks that was april first, two years ago, and her new book is raised more with less took her two years to write it. I hope that was time well spent, and we’re going to find out next week we’re all over the social web, you know that you can’t make a click without testa dura lisp arika smack your head hard on tony martignetti non-profit radio twitter, for example, use the hashtag non-profit radio. Check out the hashtag follow me, i’m at tony martignetti you want to know what’s coming up before the show sign up for our weekly insider email alerts that’s on the facebook page, click alerts. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules were gonna be remote starting starting season in june at fund-raising day in new york city. I hope you’ll be with me next friday, one two to eastern on talking alternative broadcasting at talking alternative dot com. Hyre no. Durney i don’t think that’s a good ending. You’re listening to the talking. Alternate network duitz getting anything. Think xero cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? 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Nonprofit Radio for August 10, 2012: Working With Your Small Organization Board & See The Right CRM System

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Interviewing Terry Billie, Wendy Nadel & Lisa Robb at Fund Raising Day 2012
Terry Billie, Wendy Nadel & Lisa Robb: Working With Your Small Organization Board

What’s special about working with small shop boards? We’ll talk about setting expectations; recruiting; training; fundraising and assessing your board’s capabilities. My guests from Fund Raising Day 2012 are Terry Billie from the Hudson River Museum; Wendy Nadel from Yonkers Partners in Education; and Lisa Robb, executive director of the New York Council on the Arts.

 

Maria Semple
Maria Semple: See The Right CRM System

Constituent relationship management. You’ve got constituents: employees, donors, volunteers, vendors, clients. How do you manage your relationships with them and what’s the impact on your prospect management? Maria Semple is The Prospect Finder and our prospect research contributor.

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

 


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

Here is a link to the survey: http://www.surveymonkey.com/s/J68T3SM


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Durney hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I’m excited to be back in the studio. It’s been a couple of weeks. Oh, do i hope you were with me last week? Of course i do. I’d be devastated to hear that you had missed last week’s show it was audit week, you’re hr audit. Karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we talked about your benefits plan immigration, paperwork and that’s not only for immigrant laborers and what to do if you get audited by federal or state regulators and your social media audit, scott koegler continued our discussion from the one hundred show on sites that help you assess how you’re doing in social media. Hoot suite marketsmart radiant six on a couple of others scott is the editor of non-profit technology news on our regular tech contributor this week, working with your small organization board what’s special about working with small shop boards we’ll talk about setting expectations recruiting, training fund-raising and assessing your boards capabilities my guests from fund-raising day this past june are terry billy from the hudson river museum, wendy no adele from yonkers, partners in education and lisa rob, executive director of the new york council on the arts also today, see the smart cr m system, constituent relationship management you’ve got constituents, employees, donors, volunteers, vendors, clients how do you manage your relationships with them and what’s the impact on your prospect management? Maria simple will be with me, she’s, the prospect finder and our prospect research contributor between the guests on tony’s take to my block this week charity corporatization reduction three i’ve talked about this before the blurring of the line between corporations and charities. I’ve got a couple of new data points they’re on my block and i’ll talk about them on tony’s, take two use non-profit radio the hashtag to join the conversation on twitter hashtag non-profit radio right now we take a break and when we return all intro my pre recorded interview from fund-raising day on working with your small organization board, stay with us e-giving didn’t think dick tooting good ending things you’re listening to the talking alternative network. Getting anything. Dahna cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show, new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday starting soon. Number ten, ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna hi there, and welcome back. I want to send some live listener love got listeners newport, north carolina. I miss you, north carolina. I own a home there, and i haven’t been there in a few months, but i’ll be going back next month. Missing north carolina st louis, missouri live listener love out to st louis right now. We have pre recorded interview from fund-raising day here in new york city this past june on working with your small organization board. Welcome to tony martignetti non-profit radio coverage of fund-raising day conference two thousand twelve in new york city were in midtown manhattan at the marriott marquis hotel on the subject we’re talking about right now is working with your board. My guests are terry billy, assistant director of advancement at the hudson river museum. Wendy adele, executive director of yonkers partners in education, and lisa rob, executive director, the new york council on the arts ladies welcome. Thank you. Thank you. You have all three of you and thank you for taking time on a busy conference day right before lunch on we’re going to get youto lunch. Don’t worry, you won’t be late for lunch. Your subject is working with, uh, boards of small organizations. Lisa, why are boards of small organizations different than boards of larger organizations? Well, normally boards at large organizations that do a fair amount of fund-raising it’s a given and planning and very kind of instrumental involvement with the board, but less so on a volunteer basis or operational basis. Smaller organizations tend to have closer relationships to boards in terms of really what they’re doing for you and it’s also more difficult for them than at large organizations to get some of those things done. So you sometimes encounter at a good small, a good board in a small organization, tremendous work ethics and tremendous alignment with the mission because it is more of a struggle to get to some of the resource is that the larger organization board sort of inherently have. Wendy, why don’t you just set some context? Explain what youngers, partners and education is about what’s your work. We are a public education fund that supports the yonkers public school district for an independent organization that works to increase the number of students in yonkers who graduate from high school and completed postsecondary program. Okay, and now terry what’s, the specific mission of the hudson river museum, the hudson river museum is a history, science and art museum, providing opportunities to brought in the artistic and cultural experiences for people in the hudson river region. Okay, lisa wanted to explain what your work is with counsel in the arts. I’m the new york state counts on the arts is an agency of new york state government, and we work for the governor and receive our money through the budget. Process from the budget enacted every year by the governor and legislature. And we distribute thirty five million dollars of public funds to about fifteen hundred organizations, of which eighty percent have budgets of under seven hundred thousand small organizations. Tony let’s, dispel a myth that you have to be with just a few minutes ago. Boards of small organizations are not necessarily small board know they can range anywhere from thirty five to seventeen or fifteen, usually not less than that. And do we find the same type of diversity on a small organization board that will find in a larger organization board? Yes and no. Sometimes you may have a larger organization may have more corporate people that have connections to larger, mainstream corporations. Then you may have some people that have more connections to private foundations community board sent have a lot more community leaders, people who are connected politically, people who have businesses in the area on dh. Then, of course, you do have people that live in the area that may work for a corporation in a, you know, another capacity. And you also may have some folks that are government based. Okay, so you’ll have that local commitment, as lisa was describing, right? You have a little bit more local commitment. You’re your group may live in the area where your organization is, where a larger organization your your trustees may live elsewhere, right? So so so why don’t we stay with that, terry? What? How can we leverage that? That local nature of the board? Well, you’re trying to first off people become members of your board because they’re interested in what you do, and they want to help it serve your community, the community that they live in. So the urge to be part of something bigger than they are is one of the things that you want to work on. And so then you just need to work and find out what their capacities are, who their contacts are and see whether where their strengths are, too. Have them help you. Okay, twenty let’s start with sort of the chronology of board members life cycle, uh, recruitment. What? What are the challenges and that a small organization faces in recruiting successful boardmember we liked it really? Just talk from how we do it in my organization, but we typically try to identify specific areas of need that we have on our board and some of the gaps of skillsets connections, how people are connected on and we try teo, identify people who can fill those gaps on the board. Sure, and typically, the way we recruit them is through personal relationships. Typically somebody on our board might know of somebody or i might have met somebody, or in some cases, people have even approached us with an interest in the work that we d’oh. And now, since you are a local organization, you’re drawing from a smaller pool of potential talent. That’s correct, but you have the advantage of it being local and again, the commitment that at least talked about that’s. Correct? Okay, okay. Back-up lisa, special challenges of other special challenges around recruitment of boards for small charities that we should talk about. Well, i think one of the things we talked about in our workshop earlier, wass the wendy spoke to it. Well, that sort of a lining, the at a small local level. You may you want to make sure you know really what you want their role to be because they really is a commitment level. And interest level that is often not there. In the larger organizations. People may actually want to do tacit work for you. They may want to make real connections in real time for you, it’s, really not a so, you know, they’re not doing it for source social reasons. So i think, a lining that, you know, the individual in what they want to contribute, and then what the organization needs is even more interesting with smaller organizations. Because there’s more opportunity, i think, to really work with the boards one on one with real goals, that they want it, you know, complete with you, because you’re a small organization, you can actually do that. The goal isn’t a, you know, twenty five million dollars capital campaign, it’s a. You know of of two hundred fifty thousand dollars scholarship campaign, where numbers that become more achievable. So i think that is a challenge. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment. To create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’ve had a guest on not too long ago. Melanie schnoll begun. Her work is with very ultra high net worth clients in the bank. I apologize. Either j p morgan or morgan stanley. Apologies, melanie. But her her one of the point that she made was that very wealthy people shouldn’t be ignored by small organizations. Potential boardmember because it could be bigger. They could be bigger players on a smaller board, of course. Plus you want their expertise, but they could be very interested in a small charity. Good when we actually have a few board members who have been on major major boards, like in new york city. Um who i think have a more gratifying experience. Kind of working on the more local level, rolling up their sleeves, having a direct impact on a cause rather than sitting on a fancy board and going tio three or four meetings a year and about feeling expected to write a check and doing nothing. So i think, that’s, that that’s really the just the distinction, right? Same thing here. My organization has a wide variety of folks in both wealthy and not so wealthy. But people who were really involved and and the smaller organization that’s that’s the reason why they become a member of the of the of the board is to get involved because they have a passion. So, terry, since fund-raising is so important for board members, how do we set the appropriate level of e-giving four boards at small organizations what’s your place there? Some places just give one level of giving for everyone saying, okay, everyone needs to give five thousand dollars or three thousand dollars or ten thousand dollars or whatever it is, but it has to relate to the size of the board’s budget. So for example, my organization does not have a specific geever get, but we expect everyone to participate in the annual fund everyone to give to the gala in some way, shape or form and everyone to give an additional gift of some sort. So you may have some folks that can give twenty five thousand dollars to the gala and then ten thousand to the annual fund and then an additional gift from their private foundation and then other people will, through their company or through there, and a combination of company and the personal money. Give five thousand to the gala, you know, one thousand to the annual fund and, you know, some other money, so it has to be a willingness to accept so it’s a willingness to accept what they khun dio right? Because it’s their capacity so it’s about having a conversation with the boardmember when they’re coming on to understand, to have them understand that there is a responsibility to see support the organization, and then to talk about what level that they’re comfortable giving it. So is that how you assess their capacity? And you’re just really you need to have a conversation what they’re comfortable with, right? Well, i mean, you’ve done the research, you’ve done the research before you brought him in as a trustee to kind of know what they’re pass it e issue done the the prospect research to say, ok, well, this person, you know, has given here there and what have you so you kind of have an idea of what they’re financial level is so then it’s a matter of having a careful conversation with them too say, you know, what is it that you feel comfortable with? And it is, of course. It’s important to set those expectations at the recruitment stage, right. Exactly together. Normally written down. I mean, this is not it’s not uncommon to have written documents that say your contribution will be two hundred fifty dollars. You know that that’s? Not an uncommon. Okay, where you’ll be expected to go to an event or you’ll be expected to cultivate whatever. It’s not uncommon to have those things even written down. It’s. Not like these air secret or uncomfortable conversations. You know, they’re just that’s just part of the business relationship. Most bored people understand they will be a set of contributions they have to make some of which include financial time. Whatever would you would you go so far as to recommend that they be a document that the boardmember signs? Yes. In most cases, there is a is a a a a board agreement. Okay, because liability means you normal. Ok, wendy, partners in education, we don’t have a written agreement, but we haven’t explicit verbal commitment that in most cases has been honored without a problem. Okay, it is not in a contract. All right. How about communications with with a small organization board is that? Is it any i’m guessing easier because most of the people are local? Terry, go ahead. Well, we my ceo communicates with the board on a regular basis. Individually, we have meetings every month, so every other, every was every other know every other month is an executive board meeting. And every other month on the other side is our full board meeting. And then we do not have a board meeting in august. So there’s that then there’s also committee. So we have committees, there’s, a finance committee and development committee, a program committee and nomine nominating committee. And so they usually meet every other month or every two months, three months or something like that. And then we all like i communicate with staff with the board members that i’m working with for a specific project or the, you know, different staff would work directly with the boardmember so it’s, more informal words again, a larger organization with larger, more high level board members, you may not have as much communication access access to them and communication through all your staff with them. It may just be a point to point from your ceo to the board or maybe your ceo, your cfo and your development person, the only people that talk to your board when they were going to say something on communicating for us. I’ve really have kind of individual relationships that the board members. And for the most part, i’d say seventy five percent of them. I have. I’m in communication with on a very regular basis, and you’re the executive director. S, right. Ok, which is, i guess. They’re more accessible to the charity. Also, the board members make themselves more accessible than a larger organization might find. Well, i find ways email, and i mean, i think communication is really easy, you know, whether wherever you live, you could just shoot and email and get a response, but because the board’s pretty active everybody’s working on something so there’s always i mean, it’s not the communication is not for the purpose. So much of updating as it is to kind of do the work, and we work together as you know, collaboratively on you, no specific issues and projects that puts me into direct communication with the board members on a fairly regular basis. So what about switching topics? Labbate hyre assessing the capacity of your board in different capability, different areas, maybe it’s fund-raising maybe it’s love assessing whether you have gaps in expertise? What what’s important? I think, wendy, we’ve all talked about nominating committee’s and what we do, we’re in all the organizations i’ve worked for is the nominating committee is one of the most important committees on any board or the nominating people, and we we do it very almost like database oriented. You know, here the five or six strands of talent that we need, you know, social talent, business, talent, political talent, you know what, marketing, whatever it is, you know, here’s the slots where that is filled now, here’s, what? We’re going to have gaps, we spend a lot of time looking at the term limits, and when people are coming up for renewal too, you know, because gaps will then because you really want to call today, you know, minimally, a year in advance, you want to start your cultivation efforts because you make no assumptions and and also things come up for people, you know, they were interested last year, but this year someone is ill in their family, they’ve gotten a promotion, they’re moving, etcetera, so the nominating committee is very important and to be very strategic about on the goals. I mean, you could have a goal that you have celebrities that’s fine, but, you know, you have to just make sure it’s all you’ve gotten what’s it called a pipeline, you know? So you’re constantly putting names into that pipeline, and your board is very active in that process. Well, they are on their on the nominee they are, the nominating committee rarely includes people from staff in anything other than, like a, you know, did that’s really very much the work of a board there also engaging the full board. Oh, christ, as they identify needs. Oh, you know that it’s talked about usually nominating and issues of bored recruitment are are usually part of certain board meetings. You know, it’ll come up as an agenda item and then there’s the nominating committee, which has, like, you were saying this most of the time, i talked to our board members when i was at pelham art center because they were working board. Wendy so a lot of the communication had to do a task oriented project management, things you were doing together, military. Anything you want to know about assessing the capacity of the board. Okay, what about board training? Any any differences in when a new boardmember comes on any differences that you’ve identified you, emmanuelle for smaller organizations that okay, please go ahead. We have aboard manual that we’ve been evolving our organization’s not quite five years old yet sweeping, evolving that and new board members that come on, get an orientation. They are given emmanuel. And each year we, you know, have ah, two three hour orientation for our new members and that’s how we train them. And there is no big formal training program but it’s more of an orientation to the organization. Ok? And most of them have been to something that we, you know, most of them know us and not where they joined the board. Someone in the other workshop had an interesting idea. She spoke about on their board. They actually had, like, a, you know, in high school or college, the key club where you came in new and someone was aligned to you. They had a senior boardmember each new boardmember that came on, there was a relationship. They were the mentor to that new boardmember i thought that was a really good idea. I thought that was a great idea. What we do is we have a retreat every year once a year. It’s ah, saturday afternoon. And so we are doing both role playing or discussions talking about topics that are of interest, reviewing our strategic plan. So last year at our board retreat, we went through some role playing in how tio make an ask good. Okay, excellent. That kind of leads me to something interesting. I think i hope hyre what about board members who aren’t comfortable asking directly, but maybe can be engaged in other activities around fund-raising why did you continue, terry? Well, some people are very they they feel uncomfortable asking their friends, their family or going to to even business colleagues to set up a meeting for something. Um, and so you need to find different ways for them to to support whether they can host a party of their friends at their home. We’ve done that. Where then you have your museum staff and their friends. They’re so the museum staff could do the cultivation because we’re that’s what we do. S o or you can have them come with you on a site, is it with a funder or a lunch? And they just need to be the intro person and the ask and the program description and all of that comes from the staff people, so they are observing their participating in some way, but they’re also they’re shadowing. They’re learning through it by going through this, you know, site visit or you? Know, observing the ask at a cocktail party or what have you do you find that they become the ones who are reluctant in the beginning? Tio actually ask become more comfortable. Have you seen that? Well, a little bit, yeah, i mean that’s the goal and sometimes it may take a little longer depends on everyone’s personalities different and some people are more comfortable in the limelight and others are not. So you have to kind of work with what they’re willing to do, what their comfort level is and you can’t force someone into something that i want dio that will be a disaster. Forget wendy’s. I don’t think i think something terry set is is really key, and that is, you know, in addition to asking people for money equally is important is is just opening up doors, making introductions and that’s i mean, even for people that don’t like to ask for money making introductions is really important because, you know, particularly if you really believe in the mission of the organization, the organization khun sell itself that’s themselves, that pipeline that lisa mention constantly introducing new people. I know we have a boardmember and you know, one of things i like to do is just kind of focus when i have my board members do. And we have one boardmember who has some really key foundation contacts and his what i asked him to do every years you get me into two foundations and that’s it that’s it that’s your job and that’s huge. That could be hundreds of thousands of dollars. So anything you want and what i do think that friendraising and fund-raising are all part of that same resource development. And as long as you can make sure there’s enough prongs and what you think of resource development there’s no, boardmember that can’t help you if we have to leave it there, ladies. Thank you very much, wendy. Tell you. Thank you. Lisa. Rob is executive director of the new york council on the arts. Wendy liddell. Adele is executive director of yonkers partners and education. And terry billy is assistant director for advancement at the hudson river museum. Ladies, thank you very much. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in midtown manhattan. My thanks to the three ladies. Some live listener love out tio st louis, missouri, hello, jersey city, new jersey. Welcome back. My dad was born there, i told you, used to live on mcadoo of reston, virginia. Hello, live listener love, and then we go further east vietnam. Welcome. I wish i knew the city. I’m sorry, our software doesn’t tell us what city. Right now we take a break, and when we returned tony’s, take two, and then maria simple will join me to see the smart cr m system. So i hope you stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That live listener loved that i sent to vietnam is joined by love going out to korea, and if you’re listening, if in a foreign country i’d love for you. Teo, tell us what city you’re in because our software doesn’t tell us so you could tell me on the linked in group or the facebook page or tweet me. Let me know what cities you’re in vietnam and korea tony’s take to roughly thirty two minutes into the hour. My block this week is charity corporatization re ducks three i’ve blocked this before, as you can tell from the title, and i’m still concerned about blurring lines between charities and corporations. More cities, for instance, are collecting what they call pilots payments in lieu of taxes from charities or they’re considering getting these payments from charities pittsburgh in memphis for most recently and there’s in my block there’s a link to a chronicle of philanthropy article talks about pittsburgh and memphis and a number of other cities that are either collecting those or looking at it. Also, we have corporations starting to look like charity’s, taking some in some of those charity attributes there’s the b corp in california. That’s ah, a form of organisation be corp. For an organization that gives some public benefit as well as having a profit motive. And in a lot of states there are low profit, limited liability corporations also called l three c’s on dh does i put this together with some other data points and just concerns me that the charity start to look like corporations and start getting treated like corporations in terms of those taxes. On that corporations start to look like charities. It’s on my block. The name of the post is charity corporatization re ducks three. My block is tony martignetti dot com. And that is tony’s take two for friday, the tenth of august thirty fourth show of the year. Joining me now, as she does once a month, is maria simple. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now with an exclamation mark at the end. And she is at maria simple a si m pl e on twitter. Maria, welcome back. Hi there, tony. How are you today? I’m terrific. Very well, good to have you back. Thank you. We’re talking today about c r m constituent relationship management. Why is this important? Well, you know, it’s very important for non-profits to track relationships that they have especially fund-raising purposes, in my opinion, you know, i’m talking more about fund-raising side there as a prospect researcher that you want to be able to see, you know, where our people interconnected you want to be ableto have a certain data point certainly noted in a system that’s going to be able to capture the relevant points of information that are important for your organization and a broader cr m really goes beyond even the donor database. It would be able to track relationships that you have with volunteers with perhaps people that are coming in, uh, to use your organization’s services on a daily basis so it can give you a really broad picture. And, you know, i any any time you can have any type of a tool that shows sort of relationship management for a mapping tool, you know, i’m all for that, okay? And you and i have talked about too, that prospects don’t only come from donors and fund-raising quote fund-raising prospects. But could be employees or vendor’s vendors to the organization or consultants. Right? Right, right. So these are all the types of relationships that you can manage in a system, you know, ideally, you know, a picture scenario where you are a ah non-profit executive at a small commit sides non-profit and you get a phone call and somebody says, you know, hi, this is, you know, tony martignetti i’m looking to talk to you a little bit more and expand on our last conversation. If it’s me calling, you probably should hang up, but it’s using some other example? Yes. You know, you would want to be able to instantly trying to recall well, gee, what? Tony and i last talk about what were the talking points? You know what? What was his area of interest? Right? So ideally, if you’re, you know, at your computer, will you be able to just, you know, put tony’s name in there and pull up some sort of a data sheet on tony said that you’d be able to track what what were our last conversations? And, of course, you know, this is really important. There’s a lot of turnover right at non-profits so, you know, you want to be able to have that that that long term relationship tracked a donor doesn’t care, right? They don’t care that there’s while they developed relationships with key personnel at the non-profit but in terms of the overall longevity and their commitment to that non-profit organization, whomever that executive director development director is, um, he’s probably not as important as the overarching mission and trying to make sure that that there’s that continuity that people will continue to understand what that donor’s intent is what donors specific interest are. Yeah, it becomes quite embarrassing to say, you know, someone who’s new in the position, you know? I don’t i don’t really know what what conversations were before me, you know, it all just needs to be documented. You’re right for the institutional knowledge and continuity, yeah, absolutely, really critical and donorsearch budget organizations are really just using some sort of a spreadsheet right now to manage this, you know, there are systems out there that are fabulous, and they really range in price. Do you want me to talk about a particular guide that can that can help them kind of identify this. And i can actually put some information on on your paige is well about it. Yeah, in just a moment. Let me just get to one of the survey questions that we had about what? What systems people are using now to manage constituent data. Fifty percent of using razor’s edge. And about seventeen percent are using donor perfect and about a third of using other other software systems. But nobody said one of the choices was it’s on paper or in our heads. And so, thankfully, nobody nobody said that. And nobody said excel spreadsheets. Good thing. So all right, so people are past the index cards, at least. Listeners. Well, this is sophisticated audience, so you’re not going to get your average executive director ceo fundraiser listening to this is a sophisticated show, so the sample is skewed. So we’ll presume that there are some who would say it’s on paper in our heads, but they’re not our listeners. They could be were welcomed them, because then after today’s show, they could choose a different answer. Find value. This’s a that’s. Right? Of course. S oh, please. Why don’t you, uh you have an idea if we had just a couple minutes before break, you have ah, a place where people can sort of compare software, is that what you have? Yeah, absolutely. June twenty eleven idealware dot org’s, uh, terrific website for all types of things having to do with technologies for non-profits they came out with a free downloadable guide that’s called the consumer’s guide to low cost donor-centric and they reviewed lots of systems, and then they go into in depth and review sort of their top ten systems and across all kinds of different, uh, data points, you know, they’re reviewing them, of course, for price. And by the way, all assistance they reviewed technically felling under the four thousand dollars range. Okay, so these are not going to be like razors edge is not going to included, right? Razor’s edge is a very high entry cost. Yeah, so i thought, well, with, you know, your your listener audience of the smaller to midsize non-profit that some of their recommendations might actually fit very well for the non-profits they’re looking at, you know, how well can you manage the donor information? The reporting, tracking events, some of the systems khun do that? Well, yeah, because event event attendees that’s another constituency, right? That’s, right? They might attend an event, but they’re not. They’re not donors in the strict out of pocket sense without any other, any participation. So event attendees another important constituency that’s, right? And they are also some of the systems will do male merging very well. Others are not as great at it. Email. How well can the system email out or play? Well with an outside system, for example, i know that there are certain databases that played very well with donorsearch software, like tapestry in constant contact or constant contact in sales force. Dot com they are two systems that integrate very well together. So integration actually is another data point that they looked at. So, you know, i recommend everybody take a look at that particular guide because it’s free it’s downloadable um and idealware is actually having ah, replay on their webinar that they have on that particular topic as well. And i happen to have received an email. Just tweak that they’re having a sale on their recorded webinars. So for this month, only august it appears that they are nine dollars to download the past recorded webinar. Okay, but and the the survey sounds like sort of a consumer reports of of c r e m now does idealware this is important to know his idealware create today of their own software package or now that they’re not in that business there just a value. They’re reviewing it, right? They will value you don’t. Okay, so we’ll put the idealware dot com. But what? What we put oh, dot org’s. Thank you. But why don’t we put the link to the this document? Go on the facebook page and in the linked in group? Sure, i can do that. Okay. Thank you, maria. You’re always very good. And maria is maria doesn’t only say she’s going to do it actually doesn’t. So the show ends at two p m eastern. I would expect now putting round spot. No, but i’ll just say very quickly. Maria will have the stuff up. I’ll just leave it there. She always does. You always. You always have been. Um okay. What? You had a conversation with a ceo of, of of of a newer, newer offering in this field right recently? Well, actually. That’s what prompted me to kind of take a look at their whole cr m area? There’s there’s a very new, interesting software out there. And it’s called unify o you and i f y o dot com. And by the way, it works best on google chrome. So i know that was one of the questions that i made sure that we are listeners answering on since you’re right, but since you just mentioned it, let sze get that question out. It was which internet browser or using it work fifty percent explorer. Fifty percent are chrome, and then a handful of people, i guess, have to and the about a third of those said fire fox so a third of the yeah, about a third of the half what the hell am i talking? About? Fifty percent said explorer, fifty percent said chrome and about seventeen percent said firefox. So obviously summer using multiple systems. That’s what i was trying to convey in the past minute and a half. Okay, so way. Just have a minute before break. So say a little bit more and then we’ll come back. Okay? Sure. So what it is is a technically they call it a browser extension, and if you go to their website, they have a really cool little video. And i can post, uh, on your page is, well, a link to a specific video that talks about how confused for prospect research and that’s what really caught my attention, but basically what they say is that it bridges the gap between you and your c r m so and we’ll give you a little bit more information on that. But it really completes your customer profiles toe all of your cloud applications, so it integrates with several systems already sales force dot com high rise, which is another cr m system that i’m actually not as familiar with, um, and so, since sales force dotcom does have a non-profit maria, we have to take a break hold. That thought you were just saying, since salesforce dot com does have a non-profit when we return, we’ll let you finish that sentence. Stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y monty taylor dot com how’s your game want to improve your performance, focus and motivation than you need aspire athletic consulting, stop second guessing yourself, move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Altum welcome back, maria. Simple it’s. Your turn. Teo, finish that sentence on thing about sales force dot com they do have a non-profit related cr m so eyes that free budges. Do you know if that’s free? I believe it is. Yeah, i have. Yes, i was approached, i think. But it wasn’t recently by a salesforce dot com representative. I think it is free. The dover street version for charities. Yeah, i believe it is so what’s kind of cool about it is, you know, it had caught my attention was the fact that if i’m assuming now that the sales force dot com tool that non-profits air using would indeed integrate with unify oh, so if we’ve got any sales forthe users out there, i’d love some feedback. You know, through my page or tony’s page to see if it’s working well for you, but basically once you load this unify o icon up into your tool bar so let’s say then you are looking at somebody’s profile in sales force dot com you can click on the little unify. Oh, uh, icon and it will show you other other interactions that have happened with that person, so if that person has been tweeting about your organization or any email communications that have happened, you can manually put in specific notes about a person, so i’m thinking for a really small to midsize non-profit this could be a very interesting solution. Now, this is brand new. Tony okay, yeah, this is brand new, this is you launched may twenty twelve um, i had an opportunity to skype twice with the ceo of this company in recent weeks so i could get a better handle on understanding it and they love feedback. So, maria, it sze pulling in the whole web when you when you identify somebody that you’re you’re interested in? Yeah, well, it integrates best with certain platforms, but yeah, i mean, if you’re browsing and google chrome, so i was right, it has to be it only works in google chrome so far right far only google chrome, but they are looking to develop it for the other platforms as well. And, you know, i just think, it’s something really need to take a look at if if any of our listeners have an opportunity to do so and provide some feedback, they hadn’t created this. For the not non-profit sector originally, so to know that there could be this applique ability because you can have teams of people so let’s say you’ve got the executive director, the development director, maybe a program director and maybe a couple of board members be considered a team. All this data can be shared. So if you and i are on a team, tony and i want to try and figure out what? When were the last communications, it would pull an information about your last email communications okay, and are you testing this unify? Oh, maria, you know, i’ve been playing around with it a little bit, but i don’t have sales force dot com loaded here so that’s, why? I’d love to know somebody who does have it to see how that how, how that could integrate but it pulled in lengthen dad a twitter feed and i think it’s gonna have a lot of applicability it’s free right now, and it won’t stay free forever, so there will be a fee attached to this at some point. But i’ve been told by the ceo they’re going to keep it very affordable for the nonprofit sector. More broadly, when you’re looking at your your cr m software it’s important to know what, what your goals are from your from your system. Yeah, yeah, absolutely, you know, is it’s a system that is only going to be turning out donorsearch ports is this system, as i mentioned earlier, that might have to do mail merges and email marketing? Um, is this a system that is going to be able to help you track, um, interactions, right with those air critical for prospect freak prospect research? Oh, absolutely, absolutely. I mean, you think about all the points on the continuum on the development cycle. So you’ve got the prospect identification and research think about how will it play into cultivation? Solicitation the thank you, the follow-up and the stewardship i c c r m being invaluable not only for me, it’s, a prospect researcher, but certainly in stewarding donor forward. So it should have really flexibility to be able to provide additional notes. I love cloud based systems personally and don’t put me in george in jail. Now, i think the audience knows club. I think scott and i have talked about cloudgood other other other guests have, okay? I think people should know the cloud by now, i’m clear to talk. Wait, we just have about a minute and a half, though. Okay? So any cloud based system, for example, will enable any board members that you give access to the system, say they are very active and cultivating and solicited, soliciting people and meeting with people outside the office. Then they can certainly go ahead and type in notes about those particular meetings. And that again for that continuity is very, very important. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now. And her website is the prospect finder dot com maria. Such a pleasure. Thanks very much. Thanks. Always tony on dh something occurred to me as i was talking to maria, you know, wanna make sure that i’m not sounding hypocritical because i blogged and talked about on tony’s take two. My concern about charities being too much like corporations. And now here we are talking about with marie about salesforce, dot com and unify. Oh, a system that wasn’t developed for charities was developed for companies. I do think there are good practices, great practices. In the in the for-profit corporation sector that charity’s can learn from and vice versa. I think corporations could soften themselves in some ways and learn a lot from charities. It’s the it’s, the so learning from each other, that’s to me, that’s distinct from starting to, um b organized by be regulated by by the other by state and federal overseers as one that you’re really not as as as b corp to start to look like r l three sees the limit for-profit limited liability corporations, i think start toe look at so that’s the start to look like charities that’s the distinction for me between what maria and i were talking about when i blogged about this week my thanks, tio terry, billy, wendy nadella, lisa, rob, of course, and the organizer’s of fund-raising day twenty twelve as well as maria next week grow your grassroots. Michael o’brien is a consultant and a grassroots organizer. Why this might be good for your organization and how do you get started? We’re talking about bringing new people to your cause and how to keep them excited about your work through the grassroots. Also, scott koegler returns. He’s the editor of non-profit technology news in our tech contributor you know i’m gonna be talking about devices, laptops, desktops, mobile we’re all over. Social networks checked out are linked in group facebook page maria will have the resource is up there? Follow me on twitter and use our hashtag non-profit radio. Also, i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals. If you like this show, you might like fund-raising fundamentals it’s on itunes, it’s, a ten minute monthly podcast devoted to fund-raising continuing to wish you good luck in the way that performers do around the world. I want to keep this up because it’s fun and and i can do whatever i want on this so house with buy-in bruv house won’t buy-in bro that’s german for break your neck and your leg like we would say in the u s break a leg. Germans want you to go further because they have a large orthopaedic surgeon constituency, so they weren’t broken necks and legs and my thanks to janice taylor for these language lessons and contributions. Do you have one away that foreigners greet performers that are just about to go on stage and what they wish them how they wish them luck. Share it with me, let me know, and be sure and tell me how to say it. Our creative producer is claire meyerhoff. Janice taylor is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p m eastern on talking alternative broadcasting, which you will always find at talking alternative dot com. I didn’t even think that shooting. Good ending. You’re listening to the talking alternate network. You get anything. Dahna cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. 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Nonprofit Radio for June 15, 2012: Motivate Your Board For Major Giving & Revisiting Your 2012 Prospect Plan

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Jennifer Herring
Jennifer Herring: Motivate Your Board For Major Giving

From last week’s Fund Raising Day conference, Jennifer Herring has advice on motivating, working with and supporting your board to help them step-up to fundraising duties. She is president and CEO of The Martime Aquarium at Norwalk, in Connecticut.

 

Maria Semple
Maria Semple: Revisiting Your 2012 Prospect Plan

Maria Semple, our prospect research contributor and The Prospect Finder, does a mid-year check-in of her New Year’s ideas on your 2012 prospect plan from our January 6th show. Have you hosted cultivation events and used them as prospect research tools? Do you have your free Google alerts set up?

 


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

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Here is the link to the audio podcast: 096: Motivate Your Board For Major Giving & Revisiting Your 2012 Prospect Plan.
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Zoho hello and welcome to tony martignetti non-profit radio for friday, june fifteenth twenty twelve we’re talking about big ideas, big non-profit ideas for the other ninety five percent of your aptly named host it’s good to be back in the studio have been away for a couple of weeks. Last week i was at fund-raising day got about ten interviews for the show, one of which we’re goingto listen to very shortly today, but great fun meeting everybody on the exhibit floor got some sponsorship enquiries good to see everybody there about fifteen hundred people at the conference and good busy booth we had on the exhibit floor this week it is motivate your board for major e-giving and revisiting your twenty twelve prospect plan from last week’s fund-raising day conference. Jennifer herring has advice on motivating, working with and supporting your board to help them step up to their fund-raising duties she’s president and ceo of the maritime aquarium at norwalk in connecticut and also revisiting your twenty twelve prospect plan. Maria simple, our prospect research contributor and the prospect finder those a midyear checkin of her new year’s ideas on your twenty twelve prospect plan that was back. On our january sixth show have you hosted those cultivation events that she recommended and used them as prospect research tools? Do you have your free google lorts set up? We’ll recap a few of those ideas from january and between the guests. Antony’s take two nearly one thousand new york city charities lose their tax exemption. I’ll explain what happened to their exempt status and that’s not limited to new york. You can use the hashtag non-profit radio to join the conversation on twitter. Andi i very much hope that you were with me last week when it was got women donors from last year’s fund-raising conference and also maria semple was on last week sharing strategies for using linked in. Right now we take a break, and when we return, i’ll have the first of my interviews from fund-raising day this year. Stay with me. They couldn’t do anything, including getting ding, ding, ding ding. You’re listening to the talking alternative network, waiting to get you thinking. E-giving cubine money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to the talking alternative network. Welcome back, it’s time to motivate your board for major giving. This is the first of my interviews from the fund-raising day conference hosted by association friendraising professionals new york city chapter just last friday. So this is the first of the ten that i got years. Motivate your board for major e-giving with jennifer herring, welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, we’re in the heart of new york city in times square at the marriott marquis. My guest right now is jennifer herring. Jennifer is president and ceo of the maritime aquarium at norwalk, and her topic is major gifts two point oh, straight talk for your board, jennifer. Welcome to the show. Thank you very much, tony. I’m glad to have you on dh. Thank you for taking time in a busy conference day. A pleasure. Why don’t you acquaint listeners with the work of the maritime? Aquarius. Ah, the maritime aquarium is a regional aquarium located in fairfield county, connecticut, that serves primarily connecticut in westchester. But the whole tri state region it’s focused on long island sound. In fact, it’s, the only aquarium focused on long island sound our mission is to inspire people of all ages to appreciate long island sound and protect it for future generations. We have a wonderful collection of long island sound animals and a lot of ability to touch and directly experience animals. It’s a very intimate aquarium. Okay, we also have a very large education program that reaches out primarily to underserved students around the tri state area. And how long have you been there? I’ve been there for going on eight years now as the ceo. Okay, let’s, get into your seminar topic. Major gifts two point oh, straight talk for your board. You’re encouraging gift officers to be change agents around board fund-raising way. We’ll have plenty of time for detail, but generally what’s what’s the problem that you see, i think that the challenge with boards is to keep them engaged. Getting them on the board is on ly step one all fund-raising especially major gifts. Fund-raising is about personal relationships. And just like any friendship, personal relationship needs to be cultivated and maintained on a continuous basis so you can get getting people on the board is the first challenge and talk a little bit. We want we want talk? A little about recruitment will get sacked, right? But once they’re on the board keeping them engaged, challenging them with meaningful ways to be connected with your organization, it’s an ongoing challenge and the strategy behind that is something that the development officers can and should play a significant role in. Okay, let’s, let’s talk a little about the recruitment of board members. How do we make plane? What the fund-raising expectations are at the recruitment stage? I’ve done that for many, many years, no there’s always a conversation, you know, once you’ve i met, the person cultivated the person enough so that your at a position to have a conversation about whether they want to join your board. And of course, that person has to be somebody who’s passionate about your mission and somebody who is going to bring something either some expertise or capacity or preferably or a network of contacts are preferably all three two the nexus of issues that the organization feeling you have ensured that the person you’re recruiting is bringing something, what one one to a little three of those? Absolutely because, of course, the ideal boardmember brings wealth, wisdom and work. And we want to engage all three. So you’re having the conversation and it’s almost always conversation, at least in my current job between me, sometimes with another trustee and the perspective person and i just lay the expectations out on the table. Now we have kind of a sliding scale of expectations, depending on the capacity of the person the board has voted. This is a small organization, it’s, about a ten and a half million dollar budget and how many trustees are there there at the moment? Thirty one that’s large could be that’s a lot that’s. A lot of trustees, partly because in a cultural institution, being on the board or on a committee of the board is the only way you have a connection there. No grateful patients. There are no alumni. You have to create a connection and keep it going. Okay, and the board is a very important way to do that. So getting back to the recruitment conversation, i always put a specific number on the table. Um, and it can be as little as the minimum annual gift that the board has voted. Should be the minimum, which is twenty, five hundred. Dollars uh huh. Often i will say site a larger annual gift if i know the person has more capacity plus either giving ah, e-giving or selling a table to the gala. And then we’ve been in a campaign mullet for the last five years. I usually say, you know, once you’ve gotten involved in and been a member and really gotten connected, we will be coming to talk to you about a major giff ok? And the first number that’s an annual number that’s an annual number. Okay, so you’re very clear about the expectations, do you? Do you do this in writing and let the person take it home to take it to the office and considerate or this is really all verbal well, what we give them in writing, we don’t give them the expectation and writing, okay, we give them the role of the board. You know what? What our expectations of them are in terms of their responsibilities and what they can expect of us in terms of response. Civilities, we give them a lot of background material about the organization would let them see who they’re colleagues on the board would baby give them. Aboard list, but we don’t have, you know, a pledge form that they have to sign beforehand. We figured that the verbal conversation is enough, and then we solicit them ah, at the at year end or calendar, you’re a fiscal year, and we have a june thirtieth fiscal year for what we’ve talked about. All right, now you have a new boardmember they’ve they’ve accepted based on the expectations, what is ah, board training look like for brand new board members around? Fund-raising well, we don’t have a really formal training for us it’s on the job, maybe they go on other calls, outgoing calls with others or what we mostly do. We have a pretty elaborate committee structure, one of which is this is a campaign committee, but a marketing committee of finance committee, education committee and exhibits committee, so we use those committees to get them connected with the meat and the program of the organization we use the gala committee very actively to engage people in soliciting tables for the gala. That’s in some ways, the easiest kind of fund-raising to do because it’s very transactional, then there’s a a certain small kadre of leadership volunteers. Who have made major gif ts and who are in powerful positions in the board that i work with personally to develop specific ask strategies that they participate in to go on called fund-raising calls with terrorism that’s sort of on the job it’s on me. Okay, so it’s on the job training because i’ve i’ve found i’ve worked it now for non-profits and i in none of them has there ever been, you know, you get the whole board together and you have a little fund-raising training thing. We tried to do that, actually on a retreat in two thousand eight, the week that the stock market was falling apart when we were about to launch our campaign and had a little role playing about how you ask, but that contrived, right? So everybody knew everybody knew was staged its quite trust, and i found that it’s much better to work directly with the person who’s agreed to go on a call with you, and what i do is write a script for that person, and i do it for myself too about you know what the objective is, how much we’re going to ask for what the background. Is the, you know, the background, research, the relationship with the person to the organization, and then what each of us is going to say, e-giving lending, e-giving e-giving, ding, ding, ding, ding! You’re listening to the talking alternate network, get him. Cubine money, time, happiness, success, where’s your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Oppcoll you’re listening to the talking alternative network. Treyz i’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Yeah, so you actually rehearse since you have a school to do, you practise the meeting in advance? Well, i practice myself. I mean, i sit in my office and speak the script, and i often will have a telephone call with the person who’s going with nato to go over it, and they used these scripts. They work really well to shape the the conversation and, you know, it’s sort of various whose mouth, the actual ask is going to come out of it most often comes out of my mouth even if we’re going with a peer, but it doesn’t matter, really, because the presence of the pier there makes all the difference. And why don’t you say a word about that? For people who may not recognise what what’s the value of having is someone someone alongside with you, who’s a a peer of the of the person you’re soliciting. So having somebody who’s involved who’s already made a major her gift who’s giving their time and and treasure to the organization validates the organization for the person that you’re asking the money for and sets a bar down four for what they’re doing, especially if it’s a trustee because the trustees are supposed to be the ones who care the most were the most invested and therefore need to be the biggest investors in the organization. That somebody on the outside of the organization is always looking. Two how much trustees were doing and how much in particular that trustee who’s asking has done to help scale their level of gift thinking. So so here’s an example. Actually, this isn’t a trustee is somebody whose son is a trustee. And who i’ve tried to get a trust to be a trustee for years has taken on the project of raising money for a new research vessel, which is a two and a half million dollar project. He’s in the shipping industry. He’s. Very passionate about it. He cochairs the committee he brought in the person who’s. Um, project managing the project. Who’s built many boats. He helped move us to the decision away from retrofitting an old boat to building a new boat from scratch. He agreed to raise the money. He gave a half million dollars lead gift. And i took him to see ah, prospect that’s been in our family at about the ten. Thousand dollar level for a number of years. Who we honored it, our gala, who we’ve cultivated pretty thoroughly and whose connection to the aquarium was around our existing research vessel. So we went and sat with him right before christmas in their kitchen. Sam uh, the gentleman who’s leading this project talked about it very passionately talked about what he’s done, and that is instance, the actual ask came out of my mouth. We left them with materials. But then the leader that the head of this effort played golf with the prospect in florida continue to cultivate him on his own separately from anything that the institution was doing. And this gentleman stepped up with a half million dollar gift, matching the lead gift for matching the lead gift. So it was a long cultivation effort, probably going on for five years before we got to the critical moment where we found the right project that connected to this person’s passion. And i’m sure that the fact that he was being solicited by somebody else who had made a gift at that level was one of the things that determined no, his i mean, this is somebody with a lot of capacity. Who’s named things all over town. This also speaks to the value of the long term relationships that you mentioned now that may not have been a long term relationship, but it was the beginning of it was the beginning of a relationship between those between those two between those two. Absolutely and and there is the long term relationship with the institution. Find this gentleman the person who made the five hundred thousand dollar gift had been involved with the institution for at least five years. But between these two people, right, a developing relationship, correct? See each other’s piers on dh makes it tougher for the person solicited to refuse. The other thing usually is that when you’re going to have a solicitation call, the person that you’re soliciting knows why you’re coming to see that it’s not a surprise way don’t want toby blindsiding people you want them to know, right? I mean, you basically set up the meeting in a way that says, i want to come and talk to about this project for this campaign or so that they know what it is and if they don’t want to be solicited. They won’t take the meeting mostly right? Let’s talk about the role of the professional fundraiser in supporting lord fund-raising what do you see as the the role? Well acquaint people with the structure at the aquarium? Do you have? Ah, vice president, director development? Yes, there are some gift officers or we have it, but we have a very small development, as we have in highly experienced director development who’s been doing university development, heading university development departments for thirty years. We have a person who does foundations and ah latto the patron program and various other many aspects of fund-raising is sort of the director of the annual fund, but he’s also doing major gift so it’s not very good at everything that it is typical of a small shop. We have a person who does the gallas and corporate fund-raising we have a person who does membership and the acknowledgment of gif ts and some fulfillment of patron level gift, which is a thousand dollars for us, we don’t have very many patrons and and that person has an assistant so it’s basically five, five people in there, other things that are being done out of this. Opponent who eyes the liaison to the board for fund-raising assume it’s, the it’s, the director of development and to some degree that the person who manages the gala because the board is so involved in the gala so and and also the personal i would say that there are three of our gift officers that that have relationships, not with every boardmember but with some board members, and then since you’re giving your your topic is major gift, right, what’s, the what’s, the support that the director development probably is the one providing to the to the board around around major, gifted director, director of development it’s mostly providing support to me around major gift activities and that’s possibly because i have such a strong fund-raising background was the ceo. I mean, that’s what i’ve been my career has been for thirty years, so we talk about strategy. He identifies prospects, does the research. He does a lot of personal cultivation with these people, too. So he makes friends with them. He talks about his travels there, travels. He fixed us up with theater tickets. He does things that just brings them closer to the organization. He’s very active. In working with the board on small, intimate cultivation dinners, that’s something you ask board members to do? We asked members events and not in the way host them right in front of our biggest exhibit, which is a shark tank. So you’re you’re having dinner with the sharks swimming around in this elegant table. There’s, you know, a maximum of twenty of you there’s, some interesting intellectual guest, either professor from yale or the principle of our partner school that’s closing the achievement gap or somebody like that, you’re there with a bunch of peers that the board members bring to the table and that’s part of the cultivation effort that’s proven very successful and really important in moving people into major gift relationships with us. What do we do with or four board members who have a reluctance to do fund-raising now, even at the so even going back to the er, teo bringing them on, bring them on the board, the recruitment if they express our reluctance, they have skills that you need and they’re willing to do their own giving maybe a maybe a much higher level than the twenty five dollar minimum, but they have a reluctance to do to be asking people for money, what can they be doing around fund-raising we just don’t bother with them because we don’t have time, frankly, so you wouldn’t accept that kind of a boardmember no, no, we just leave them alone to what they’re doing, okay? And don’t try to make them do something they can’t d’oh. But even if they can’t ask there not comfortable asking, they could, for instance, host the hosting events so that’s were constantly, uh, trying to get people to bring their friends to our events to our friends of his are exhibit openings introduced people to us, and every year when we have aboard retreat, they all the people there pledged that they will do that and every year on ly a few of them do it word definitely working very hard to get boardmember sze to agree to host or co host thies, small dinners are shark tank dinners and bring with its great they’re called struck thank dinner. Yes. Oh, isn’t that great? I just read something online that if there was one drop of blood in one million drops of blood or something like that, sort of sense that consensus was that on npr’s website or something it could be but that’s something that that one of our education programs that demonstrates two kids very interesting how they do it with a little drop of tomato juice, being deluded and deluded and deluded, and and they figure out when they can taste it and okay, yeah, so your shark tank dinners so we’re constantly trying to get boardmember is to bring their peers to shark tank dinners, which is very difficult to do, and only a few of them are really able tto leverage those kinds of relationships. It’s, you know, we have in some ways a naive for this is not new york city, and this is not new york city fund-raising with the kind of power boards that i’ve worked with at the new york public library and the wildlife conservation society it’s a very different kind of bored, maybe many of these people are being our board members for the first time, some of them are, you know, business people may be in the upper middle management of the bank, and there they don’t have that kind of reach into rich people community that um, that is common in new york. On the other hand, fairfield county has a huge amount of hedge fund wealth and a huge amount of maritime wealth, although in this economy, that’s less than it, wass. And we’re getting more and more of those kinds of people on our board who do have a network and are able to to bring us at least to get this us in a room with them. Okay, then the challenge becomes how two convince the sector. That is more and more about venture philanthropy that has measurable impact. That there’s something for them at the maritime aquarium? Yeah, on dh. Well, we want to stick to the board fund-raising topic, but i know that impact and outcome assessment is very here for lots of charities. And yes, it is a struggle for cultural institutions to do that. Although it sounds like maybe around your education in this job we do. We are able to do that around our education on shifts and initiatives in some very interesting ways about closing the achievement gap, and one of our trustees made a very strategic a gift to us that allowed us to do a case study about a partner school that we’re working with and what impact our partnership has had in their achievement there. Rising achievement of school that’s almost all inner city kids. Jennifer way have just about a minute left. And i want to talk a little about the case for support on dh analyzing that case for support again in just a minute. So what’s your advice around scrutinising that you need a strong case for support. You need your board to be able to deliver it in an elevator speech s so that they can be great ambassadors for you. The case for support is what’s going to make people give? They have to understand that you have to teach them through your case for support that you are an institution that can help them change the world, that they can change the world through your institution, and get the joy and satisfaction of doing that through their philanthropy. The the elevator speech for board members, do you help them write it? First? Talk about what we have definitely done that, and we’ve done it in various ways. The elevator speech should have a certain set of statistics, and i’ve actually gone so far as to take a business card and write him out that they can keep in their pocket this citizen. But the elevator speech also has to connect to the passions of the boardmember so that they can talk about the institution in a way that that communicates the passion that they bring to it. So every boardmember doesn’t have the same elevators, no every boardmember doesn’t and shouldn’t have the same elevator speech. Excellent advice. Ok, it goes to what? What? What moves them the most. What moves down, right? We have to leave it there, but thank you so much, tony. My pleasure. Jennifer herring is president and ceo of the maritime aquarium at norwalk in norwalk, connecticut. Pleasure. Thank you very much for joining me, jennifer. My pleasure. Thank you, toni. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve marriott marquis, hosted by association of fund-raising professionals, new york city chapter. My thanks again to the folks at fund-raising day and jennifer herring. Right now, we take a break, and when we returned, tony’s take two, and then it’ll be maria semple revisiting your two thousand twelve prospect plan. So hang around. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s. Time for tony’s, take two on tony martignetti non-profit radio my block this week is nearly one thousand new york city charities lose tax exemption the new york city department of finance ah revoked the property tax exemption from nine hundred twenty five city based charities because they failed to demonstrate a legitimate charitable purpose. They lost their property exemption for what? For property that they owned. And, as i say in the blogged, something similar to that was reported in the new york times last year and and the block post has a link to that coverage, i think the lessons for charities are you need to stay true to the charitable mission that got you. The irs is designation of tax exempt however, many years ago that was and in the case of one of the charity’s sighted, but you’ll see in the blogged from new york city, that was nineteen, thirty four and but now, obviously, new york city is challenging that. So you need to stay true to that charitable mission that got you that original tax exempt designation and i think, also need to stay in compliance with state and local regulations. And laws because i could see compliance being linked to keeping your tax advantage at the state and local level. And that’s all we’re talking about. We’re not talking about federal tax exemption. These were ah, this is all state and local tax advantages also want to remind you well, that’s on the block and my blog’s is that tony martignetti dot com and that’s, this week’s post. I also want you to remember that we have a linked in group and on the linked in group. You can tell me what you ah, i have as ideas for future shows. Or give me feedback on previous guests. When if you’d like to say, please check us out on linkedin. And that is tony’s. Take two for friday, june fifteenth the twenty fourth show of the year. The year is almost half over. How is that possible, maria? Simple. I know your air right in here. Hello, maria. Simple. How are you? I’m doing well. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now and most importantly, she’s, our regular prospect research contributor, and this month we’re revisiting the twenty twelve prospect plan maria from the january sixth show. You had some ideas back then, i did absolutely so i came up with kind of a list of things that people could do, and i thought i’d be a good idea to revisit it now that we are hard to believe midpoint in the year of twenty twelve already, i know, um, so not to revisit the entire show, but some of the tips that we had, we brought to the table at that point we were talking about, you know, prospecting from within your database in-kind of mining that database and tips for how you can keep up with some of your top prospects. But we also talked about proactively identifying people outside the database and bringing them into your organization to learn more about your missions and by hosting by hosting some cultivation events, right? Right. So we did, you know, talk about cultivation events. My suggestion had been to in the first three months of the year, really trying to identify people from within the database and proactively identified people outside your database that you might invite some cultivation events and then try and hold those events in second quarter. So let let’s assume that people may have taken our advice hosted one or two cultivation events, but if not, we have some lessons or we have some ideas to get started. The year’s not over and it’s only half. So you can still, you know, implement all of these and just think about shifting the tips into the second half of the year. That’s even we have even more than half. This is only the twenty fourth. So twenty four, twenty four, fifty seconds have passed. So what is that? Twelve. Twenty six and then it goes down even further. Teo six, six, eighth goes from all right. Well, you have more than half the year left. Yeah, just a little over half the year. So all is not lost. But anyway, let’s, let’s talk about some of those. Those tips that we talked about, we mentioned identifying maybe the within your database. Who were those top ten to twenty gifts that you’d received in the past year. And also your top ten prospects in terms of lifetime giving to your organization and, you know, inviting those people to attend a cultivation event. Now, you know, sometimes people refer to these parlor event. You know, whatever terminology want to use, the event can be held at your facility. If you have a facility you want to showcase or outside in somebody’s home. So in particular, if you have somebody you’re affiliated with with your board or another volunteer who’s willing to open up their home, particularly if they have a lovely home. And really, the setting would work very nicely for us. A small, intimate gathering. The key to remember here, there’s no. Ask at that. You know, that could also be on site. You might have. You might have a very interesting place for people to gather on site i in the interview that everybody heard earlier in the show. Jennifer herring is president of the maritime aquarium at norwalk in connecticut. And they like to host things in front of the shark tank. Right? So it could be a small gathering. If you have a small shark or maybe have a gecko or, you know a hamster, you could host a small group in front of a little aquarium. With, you know, eight or twelve people watching the hamster go around in a wheel, i mean, that could be compelling. Yeah, certainly if you have a facility that lend itself well to that type of gathering that’s great. I attended something recently at the liberty science center here in jersey city in new jersey, and it was a fabulous event, and so, you know, just get creative and think about what would draw people in. Is it the space? Is that this person’s home on dh? The key is to really be able teo stick to the time frame that you tell people it will be, particularly if you’re going to do it around some sort of a breakfast event, people need to get on with their day, be a little bit more lax if it’s an end of the day event, but from a prospecting or prospect research point of view you want to think about while you’re attending that event, listening for, you know, some of the general interests now, you know, i’m assuming that a lot of the people that are listening to this show may be from a smaller to midsize non-profit so the person taking on the role of prospect researcher is either the executive director is the development director, maybe a communications director. Whoever that person is that also does some prospect research at the organization should be in attendance at this event with the so purpose, really, to do a little bit of intelligence gathering. Yeah, you want to be you want to be making sure that people are that staff, if you do have multiple staff, you don’t want them huddled together over in the sort of the room, even if it’s just two or three of you, you know, huddled in a corner, chatting or all seated at the same table if there are multiple tables, that’s, a that’s, a big mistake, you’re not you’re not going to be out talking to people as much as you could be, right? So this is an opportunity for you to showcase your non-profit but also to elicit a lot of wonderful information that, quite frankly, a lot of instances you may just not be able to find this information online. So so what type of information might that be that you’d want to elicit as wearing your prospect? Just general interest just engaged the person in conversation on and be a good listener that is just so very keys just to really put your listening ears on. And we’ve talked about we have talked about that in the past. Thie radical listening, which came from a previous guest. Melanie schnoll begun. And then you picked up on radical listening and recommended it as prospect research vehicle. Right? Total cultivation event is a great place for you to become a radical listener. So gent general interests that they have any family information that you khun gather sometimes there might be information about children, ages of children just to get kind of get an idea of where they are, what point in their lives that they’re at. Um, are they you know, more of a plan giving prospect for you? Are they really just starting out in their lives, their careers, and have very young children? Just you want to be genuinely interested in in their lives? S and and what? What it is about your work that appeals to them, right? And one way to find out about that is, well, obviously to directly ask them. But it’s also interesting to try and gather where else? They’re volunteering their time. You know what other charities air they particularly interested in so that you can try and figure out? Well, gee, just, you know, the programming and then services that we offer does it a line at all with what this family has in terms of their general charitable interest. So in the case of the maritime museum, they might be thinking about, you know, china, find out what you nowhere else these people are are spending their time. Are they interested in other maybe water conservation efforts, other charities that really address water quality in the long island sound? You know, things of that nature, and so for sure, you’ll know that you’re on the right track and engaging this person in additional conversation. So, you know, that might be a great way to find out where they and their spouse volunteered their time also vacationing. You know, this is a great opportunity for you to say so, you know, do you have any exciting vacation plans for this summer? Uh, so, you know, be listening for responses like, yeah, we’ll be spending, you know, the entire month of august in our home. In the hamptons, you know, they say that nature good to know just just generally find out what type if they say no, we’re doing this stay cation thing this year, you know, pick up on that cue, um, and then really, really important the circles back to something we talked about in the january show is to be able to really create some sort of contact reports on capturing critical information that you’ve been able to glean from the, uh, from the cultivation events. Right now, we have a great dahna database right now, back in january, we talked about we encouraged i think it was the eleven percent that didn’t have a computer database to look at the clouds packages that available, and you went into detail and on that in the january six show, so hopefully some of those people have converted teo computer databases, right? And if they’re still in there, sort of in the shopping phase, i’ll just remind them real quickly that the two websites that that might be something for them to check out that might give them some additional info on what’s available out there. Idealware dot or ge talked had a kn article about how to select a database and tech soup dot or ge is a good place to find some low cost and free tech advice. So, you know, check those out if you’re still in shopping mode. Andi, i you know, i truly believe that cloud based is the way to go it’s just going to give your staff and your board the most flexibility on dh then your point about saving that valuable information that you that you learn at a cultivation event in that computer database or if you’re not computerized yet, i guess you know, you you print up a contact report and put it in a person’s folder, right? Exactly and, you know, it’s really important, like, just just like you don’t want that staff to be all congregating together in the corner, it’s going to be very important after the event post event very quickly thereafter within a day or two to have a debriefing if it’s not a meeting, get a conference call going, you know, there’s free conference services out there there’s no reason why you can’t just say, you know, knowing in advance the date of the event, let’s say it’s a thursday evening by by friday midday, you could be having a conference call in have that scheduled way in advance that you’re going to have a debriefing call, you know what were the important point? Somebody found out from speaking with some of the people, and you may want to actually pre-tax fine people, right? So if we know in advance that mr big bucks is going to be there, why not do a little pre advanced research on him and find out a little bit of information? And so that a boardmember can be assigned to perhaps be the person to you know, just have a discussion and you can even try and figure out who the best four person would be, that you’d want to make sure cultivating that individual during the way we’re going to take a break. I want to emphasize before we do one thing that you said, which is in terms of inviting people, look a tte donors who have give been giving for the lifetime large donors over their lifetime, so individual gifts may not be so large, but they’re giving history over the life over their lifetime with your organization. Is quite large. Those air also good people to invite. We’re going take a break, and maria simple will still be with me after that break. And i hope you will, too. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic readings. Learn how to tune into your intuition, to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking. Hi there and welcome back we’re revisiting your twenty twelve prospect plan with maria simple maria just teo wrap up that topic on cultivation events. Was there anything more you wanted to say about that before we get to one of the other topics from from january? I would say in terms of pre imposed cultivation event, there are a couple of websites that you might want a bookmark to be able to do some of that general research on an individual that might be attending or might have attended anay event. I outlined some of these in the going beyond google article that i have on my website, and maybe what i ll do, tony is at after the show go ahead into your lincoln page as well as your lincoln group as well as your facebook group on dh post there about what where they confine that exactly, but it’s a suspect finder, dot com and it’s on the resource is paige, so some of those things that you can do is obviously run the person’s name through google. Now the big tip with google is that you want to put quotation marks around a person’s name, so that you’re finding their name as a phrase in google if is so, certainly you could do that. You can set up a google alerts again on the top ten donors we had recommended back in january that you look at the top donors that you have in your database and set up an alert on their name that’s free google will push the information to you so you could find out if something new is happening, especially in somebody’s business career. Now, last time we talked about alerts, i think you had set one on me or we talk about something and you used me as an example. I was lousy results was a wealth indicator. Was that that wealth indicator? What? What, you know, what’s interesting about setting up. Stop using me as an example, right? Google and google alerts is if you google plus now is actually influencing, and we talked about that on one of your shows it’s influencing your search results. So if you are on google plus and you are logged into google, the results are actually going to be skewed more toward social results. So if you’re doing this purely as a prospect researcher. You may want to actually log out of google. Um, your google plus account before commencing your prospect research. Just a tip. I think you might get a little bit more of objective results, if you will. It’s not gonna be so much skewed toward just social sector social media here. And you had you had examples on of other alerts that that people could set beyond the free google lorts, which are which are outstanding. I use them a lot for for my work, right? But you had some examples of others specific newspaper alerts. A lot of the newspapers out there permit used to set up alerts on specific phrases. If you and also the news sources in your state here i track in new jersey, i track and jay is, uh, they send me daily alert just generally what’s going on in the business community. I get those alerts twice a day here in new jersey. So that’s, something you want to consider looking into. What is that publication that covers your state? It might present from interesting opportunities for you because they tend to not only highlight, you know, negative news that’s going on, but also some real positive news and then one of the fee based services that some of your listeners maybe currently scribed, too, for doing foundation research is called foundation search dot com and as paid subscriber, one of the things that you have access to is a new foundation alert service. So if you are subscribed to that service, definitely set up the alert for yourself. They’ll let you know anytime a new foundation is formed on registered with the irs in your state or whatever states you decide to set up, as you know, the alert service and you will be pushed the information through email, then you can check it out a little bit further waken set these alerts up not only for individuals but companies and foundations. That’s, right? Yeah, you can definitely do that as well. Cos and foundations, you want to set up those alert so, you know, whatever it is that you’re looking to track for certain, you want to set up the alert there? Um, lincoln is a great place to research. Somebody pretty opposed an event. Also, they have free alerts that you can set up within lincoln. So let’s say you’re always, you know, prospecting for somebody who holds specific in a certain industry. Let’s say the accounting industry or something like that. Ah, and you want to always be notified anytime somebody new joins lincoln who’s in the accounting field and also happens to be within a certain radius of your zip code, you can set those types of alerts up up to three of them, actually under a free lengthen account to take advantage of that. And have lincoln pushed the information to you, maria, is that using the advanced search? Yeah, yeah. You can do with the advanced search page just to do the search initially and then? Ah, once you set those, you see the search results, you can actually save that search and you’re allowed to save up to three searches. Particularly useful. Okay. Okay, so the cultivation events, the alerts i’ve calculated now the year is six thirteen ths of the way through. So you have you have seven thirteenth remaining to take advantage of these ideas that maria originally recommended back in january. But don’t feel bad, maria. We have just about thirty seconds left. What do you want to leave people with in? This mid year checking this revisiting of the prospect plan i think it’s really just the idea of getting proactive on dh getting their delve into your database proactively trying mine it proactively look for people who are outside of the database that you need to bring in and learn about your organization and really help them stored them along said that they will feed knew names into your organization and be willing to host their own cultivation event. Maria simple you’ll find her at the prospect finder dot com our regular contributor, maria pleasure talking to you, thank you very much. We’ll catch you next month and my thanks again, of course, to jennifer herring and the folks at a f p for ah, letting me be on the exhibit floor last week at fund-raising day in new york city next week, what happened in two thousand eleven? Well recap the years fund-raising with bob evans of giving yusa and returning rob mitchell, the ceo of atlas, of giving we’ll compare and contrast they’re two methods and what their findings are for last year’s fund-raising also scott koegler, the editor of non-profit technology news, returns with going mobile he and i will talk about mobile aps and your mobile website a few weeks ago on tony’s take two i talked about my core beliefs that charity’s need to do better and that they deserve the help that they need. Lynette singleton, from singleton consulting group, is a good friend to the show and she’s, a frequent re tweeter of the show on twitter and she’s offering to help the charity’s need she’s hosting a ninety minute webinar on marketing on thursday, june twenty first, you’ll learn what marketing really is and how it can help your non-profit had a position you’re non-profit conduct a marketing and communications audit and develop a marketing plan to achieve your goals. I have talked to lynette and she’s, a smart lady, and you’ll learn a lot from this webinar non-profit radio listeners get twenty five dollars off registration used discount code non-profit radio that’s two words it’s on thursday, june twenty first at two thirty eastern and you register at s c g the number four non-profits dot net cg four non-profits dot net to register for lynette singleton’s marketing webinar you can keep up with us on the facebook page like us. On that page, you know where to find us live. 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Nonprofit Radio for March 2, 2012: BFD: Board Financials Dilemma

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

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My Guests:Andy Robinson and Nancy Wasserman: BFD: Board Financials Dilemma

Andy Robinson
Nancy Wasserman
What do you do for board members who can’t read your balance sheet? The authors of “The Board Member’s Easier Than You Think Guide To Nonprofit Finances” can answer that. Andy Robinson and Nancy Wasserman explain why understanding finances is critical so board members preserve your good work and protect themselves. Do their eyes glaze over when the numbers come out? We’ll help your board achieve financial literacy.

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host and its march second, two thousand twelve well, i hope you were with me last week because there were some excellent interviews last week like this one take on teens aria finger she was that she is the ceo of do something dot or ge, and she had ideas for motivating teens and getting their passion points, finding their passion points to get them engaged in your work. Also pursue your hero’s journey. His journey took him across the u s in a vw microbus, inviting two hundred of the country’s most famous and powerful to coffee. Eric sapper stine is chief creative officer at living wonder, and he shared some of his amazing lessons. Both of those were pre recorded at last year’s next-gen charity conference, then last week also had going greater into google search. Maria simple, the prospect finder and our regular prospect research contributor, dug deeper into google search how do you search results different when you’re logged in or not logged in? Plus advanced search tips? It was a short course on search to help your prospect research this week b f d board financials dilemma of course that’s what b f d means what do you do for board members who can’t read your balance sheet? The authors of board members easier than you think god to non-profit finances, i can answer that. Andy robinson and nancy wasserman explain why understanding finances is critical to board members so that they preserve your good work and protect themselves to their eyes glaze over when the numbers come out, we’ll help your board achieve financial literacy also, roughly thirty two minutes into the hour on tony’s take to my block this week is our irs is helping you. They’ve got some helpful web content on a new site for non-profits i’ll talk a little about that we’re live tweeting the show this week as we do every week. Join the conversation, use hashtag non-profit radio if you have questions for our guests, send them bye twitter using that hashtag this show is supported by g grace corporate real estate services and i’m very grateful for their support even though i just flubbed that sentence, i really am grateful for their support now we take a break. And when we return, b f d board. Financials dilemma. Stay with me. Yeah, you’re listening to the talking alternative network. Durney are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help bilich we take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hyre oppcoll. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Metoo welcome back, it’s, b, f d board, financials dilemma andy robinson provides training and consulting for non-profits in fund-raising board development, marketing and earned income. He specializes in the needs of groups working for human rights, social justice, environmental conservation, historic preservation and community development. Nancy wasserman has over twenty five years of experience in community finance and social enterprise development her particular skill is working with clients on projects that must satisfy both financial and social or community goals. They worked together to co author of the book the board members, easier than you think i’d to fund to non-profit finances published by emerson and church, and i’m very glad that their collaboration brings them both to the show. Andy nancy, welcome. Thank you. Thankyou. Tony. Pleasure to have you about both. Andy. Pleasure to have you back. Good talk with you again. Thank you, nancy. Why is this important for board members to care about the financial condition of a charity? Because that’s, really? What? Your charges as a boardmember. You have the responsibility to make sure the organization is achieving its mission. And the way the best way to do that is to make sure it. Has the resource is it needs to do it, and the financial statements and the finance non-profit finances how, you know, pretty quickly, what’s going on, especially if you’ve you’ve got that information. You also have some responsibilities to the community to deliver non-profit and that does achieve its mission and does it in a responsible and raducioiu fiduciary appropriate way so boardmember czar have a fiduciary duty to the charity, right? Absolutely. To the charity and to the public at large. Okay, s so why do you say the public at large? What? Because the in the u s the internal revenue service typically gives charity’s a ah non-profit designation, which allows them to receive contributions and issue tax deductible receipts and because they us is forgoing that tax, um, on knows on those dollars and giving the public a public benefit, the irs exercises oversight of non-profit charities and make sure that they really are delivering on their charitable purpose. So there is some public money in here it’s foregone before gone tax revenue at at a bare minimum, often there’s also direct public money from government grants or government contracts. And how about financial problems that can occur within the within the within the charity, like you bring out an example in your book of people not getting their salaries paid things like that, you know you there. Is that that oversight potential here you you are running a small business on dh. You want to make sure that your employees they’re well cared for, that you’re achieving your mission in the world at large sometimes in charities will see folks, you know, giving up salary on dh or deferring payment out of the goal of achieving the mission of the organization in the long term that seriously hurts the organization because people are really watching what’s happening with the money. Where is it coming in? Where is it going? Out? And andy isn’t their potential personal liability for board members when when their problems like this. Like nancy’s describing? Well, let me first cubine disclaimer here, which is that neither nancy nor i or attorneys then we can’t give people legal advice. Okay, well, there’s, no way haven’t nobody’s given you. The listeners have not given you a retainer fee, so you know, okay, i won’t play this. Um, if there is nonpayment of payroll taxes for example, of accusation goes into debt, doesn’t pay the irs or state taxing agencies boardmember czar individually liable for that? Um, most expenses boardmember czar protected from being personally liable on, but there are some exceptions, so i don’t know that that’s what drives this conversation? I mean, four members are simply looking at the balance sheet as a way of making sure that they’re not personally liable. That’s one level on this conversation, but there’s a whole lot more levels having to do with stuff that nancy was talking about. You are we being efficient? We meeting our mission? Are we tracking our work so that we know we’re being effective and that’s really what financial management is about? Indeed, okay, there’s certainly a whole spectrum of reasons why boardmember should care. I just wanted to bring out the last one, which is there is the potential of personal liability. Um, let’s see, wei have just about a minute before a break, and i’m hoping, nancy, why don’t you introduce the idea of the the financial dashboard? And then we’ll talk a lot more about it right after this break? Sure, the financial dashboard is something we introduced. That really gives you a one page sense of how’s, the organization doing what what i’ve found happens with a lot of non-profits is that they, um, they give their boards just reams of paper. And all of a sudden you get the budget and the the performance in the balance sheet and there’s, fifteen pages of financial statements and most boardmember zeev unwanted, who do know how to read. Financials don’t plow their way through it. And so the dashboard is is essentially a one page opportunity to get a sense of how are you operating financially? Are you being efficient, and are you having an impact and let you do it in a fairly simple way? And we’ll talk a lot about that one pager right after this break, i hope you stay with us. E-giving ending duitz e-giving ding, ding, ding, ding. You’re listening to the talking alternate network e-giving. E-giving good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one, two, seven, two, one, eight one eight three. The conscious consultant helping conscious people be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Welcome back for b f d board, financials dilemma my guests or andy robinson and nancy wasserman, co authors of the board members easier than you think guide to non-profit finances and well, we’re live tweeting the show and we have a guest live tweeted this week. She is mazarene treyz is from austin, texas. Mazarene hello, thank you for doing the live tweeting today you can follow mazarene her ideas at wild woman fund on twitter and you conjoined, of course, the conversation right now using the hashtag non-profit radio and andy, i want to throw a question to you quickly. We got a question on twitter from mazarene what if an executive director was found stealing one of the things nancy and i were talking about that kind of fraud issues earlier? Would you give them a second chance? Oh boy, well, i’d be curious to hear nancy’s answer to this. My initial response no, followed by it depends and, um actually was on the board of an organisation where we found the opposite problem, which was the board of executive director was pouring money into the organization. He emptied out his retirement account, but it wasn’t telling. Anybody? He did this because thie grants weren’t coming through, and he was too embarrassed. So that’s a that’s, a that’s, a problem of being over generous, though it is paying for it himself. Yeah, we ended up filing the guy. Yeah, and the reason was he wasn’t disclosing to the board with the board needed do its job, right? Right. And i would say the issue in that case isn’t so much as, uh, misdirection lying. So i am. I am, you know, obviously kept is a bad thing, but the board needs full disclosure from the executive director to be able to do their job. Well. And i know that’s really where i would go on that. How about you, nancy? Andi was curious to hear your answer. I know. I would say again, like andy, it depends probably depending on the amount of severity and this situation. You know, if if the executive director was borrowing twenty dollars, from the petty cash when they forgot to bring their wallet toe work one day um, clearly that’s not not egregious enoughto fire somebody. But if they’re helping themselves to the to the checking account and redirecting grants into their own bank account? Yeah. Probably caused tio tio fire them even if they pay it back, right? That really? Because they pay back with interest, that really doesn’t matter, does it? I mean, the thing about non-profits is, you know, they’re not your own private fiefdom or your own private business there. Is there a community engagement where the reason you know you have? Ah, board of directors that are the final legal responsibility for the organization. So you really shouldn’t be operating it like your own private business. Let’s, talk a little about the dashboard now, nancy, the financial dashboard we introduced earlier it’s a one pager which i think will be a relief to people that they’re not getting a sheath of financial forms and balance sheets. But what? What do you think? What key parts that should be in this financial dashboard that sort of streamline the overview for board members. I would say that that there’s really three parts to it there’s a financial part where you’re looking at, you know, sort of what’s our total budget. Um, you know, every board member of every organisation should be able to very quickly say whether the organization is a three hundred thousand dollars a year organization or five million dollars a year. Organization. That’s sort of a basic sense of scale. Um, are we making money or not? Do we have net income? Hyre, uh, do we have cash on hand? Those kinds of questions do we, uh, do we have network? So we you know, if everything had to be liquidated today, um, would there be any, any money leftover or any value left? Geever um, that that was tangible value? Not just, uh, goodwill? Um, we also want to be looking at at how efficient the organization is and efficiency changes, depending on what the organization does it it’s really sense of being able to measure you you against yourself or against industry standards and it’s, you know, the level of what it costs to deliver services, for example, to severely challenged populations versus what it takes to deliver services toe highly educated people in an urban area where they’re all easily able to get to something. The costs levels are going to be different, and and we’re not saying that they should be the same, but to know what it costs for you. To serve your clients, what it costs to have volunteers and then the impact and i don’t know, andy, if you want to talk a little bit about that impact, how you measure whether you’re meeting your mission or not, and they’re often knew miracle measures that you can think about, you know, if you’re a land trust, how many acres air you preserving? If you do mentoring with children, how many adult children matches do you have? I sometimes this is long term tracking, which is hard for a grassroots organizations to do, but in most field there are ways of measuring your impact in terms of the number of clients you’re serving, or the number of audience members who are involved and hopefully there’s some measures that you can come up with that act, the quality of your work as well. Okay, so people here is we could get this all on one page. He would have data from two years ago. You’d have data from last year. You’d have data from the current year. He could lay them out and see what the trends are. All right, that’s, the financial dashboard i love how you guys have this little dance worked out where nancy talks about the financial and efficiency parts, but then she throws it over to her co author, andy for impact, and you have it all worked out, sort of sort of taking the show over, but okay, it’s, in a good way, which which leads me to a question i said, i have to ask when two of when you co author a book, how do you decide whose name comes first? Did you just do alphabetical order? Did you flip a coin or i see i’m too narcissistic to co author with anybody but but how did you guys work that out? How did you decide that? Andy andy’s alphabetically? First on first names on last names on the honest truth is he did a lot of the writing work where as i did helped him with content, so it was very easy for andy to go. All right, so if i had come in, you wouldn’t have looked only at martignetti you would have lost her, looked at toni, and then i’d have fallen maybe to the bottom, which is probably what i would have had much to contribute to this. So you’re wise not to take you anywhere, even though i pitched you. Otherwise, you name is well known in a certain community. We might have put you first on the your publisher would never have approved that one of the questions that we ask before the show that relates to what we’re talking about now is, do you believe all your board members have at least a general understanding of your financial position? And seventy percent said yes, thirty percent said no, so that’s, pretty good, seventy percent, but the thirty percent. They’re not really very confident, right genera, and that was just a for general understanding. Okay, so the, uh, that’s the dashboard. Andy, should these things be devoted only to you the authority of the finance committee? No. I mean, i think a really good use of the finance committee is, well, stuff down. Rest of the board can understand. It provides thing and support to the rest of the board. Serve as mentors and back-up for the people on staff. We’re doing this. This book is not about house staff. Members need to do financial management mohr effectively. But the reality is a lot of people who are executive directors or even finance directors need help. And one of the goals of finance committee is to give them that help when they need it. So away to think about this is excuse me. If the board is operating at a high altitude and the staff is down on the ground slashing through the week, the finance committee is sort of in the middle there, providing a bridge between those two groups of people. And so that means that financial dashboard is for the whole board to review, right? Yes, absolutely. Was that a heck? Yes. Was that you could say? Hell, yes. Okay. Okay. Wei have another question on from twitter. Reminding listeners you can join the conversation on twitter using hashtag non-profit. Radio board members need to look at the impact of the organization. Andy, i guess this is for you since you talked about impact, how do you measure if you’re meeting your mission or not? I guess she’s looking for a little more detail. Okay, well, obviously depends what your mission is. There are some standard benchmarks for how you’re doing. Uh, if you work with substance abuse, there are networks that do that that can talk about ways of tracking your impact. For example, how many people come through a program, get clean and stay ugly if you are a food bank and you’re delivering food to the community? There’s a number of metrics there that come out of arika america’s harvest, i forget the name of the national network, but they’ll tell you how much money you should be spending more or less based on the population that you’re serving and how much when he pounds of food you can put out into the community pretty much every non-profit, um, subset has symmetric that irrelevant, and the trick is to learn the ones that are relevant. Your type of organization and then trying to adapt them to your particular need. And that would be important for the executive director toby recognizing certainly, and then right. And then conveying that too. Lord. Yes. And in some cases, depending on the size of the organization, there is some board work to help find those numbers. I mean, i work a lot with really small organizations who has a staffer overwhelmed and it be great to say to a finance committee on a volunteer basis, i’m trying to figure out what the relevant metrics are for i type art type of organization who would be willing to do some research and bring that back to us. Doesn’t aboard metoo. But, you know, in the larger organization, yeah, that’s gonna fall staff one of the other questions we asked pre show was, does your board have a committee devoted to financial issues? About eighty percent said yes and the remainder roughly twenty percent said no, nancy does there? Does there have to be a finance committee? There does not have to be a finance committee. I think it really depends on the size of the organization. The level of support. That the director might need you know, how complex the organization is and a zoo also how savvy the board is. If most of the board understands financials and feels quite comfortable with it in a small organization, you could get away without a finance committee. I’d say you want one in any organization that’s about to undertake any kind of major financial growth or change or, uh, new initiative in a larger organization. It just is a great way to assist either the finance manager or the executive director and developing budgets and exercising oversight, because things don’t happen exactly as people planned them with me today. Or andy robinson and nancy wasserman, co authors of the board members easier than you think guide to non-profit finances, let’s, let’s talk some about diversifying income sources. Nancy, you make a point of of having that in a couple of chapters of the book, why is that important? First, you never want to be totally reliant on just one thunder. You don’t want to be in a situation where if that one funders suddenly says, we don’t like what you’re doing, um, that you’re suddenly scrambling in having to find other. Ways to support your activities and your programs on what you do for this, folks. I think we’ve seen a lot of that in our recession. Agencies that rely exclusively or too heavily on, say, government fees for services or maybe even government agency grants, oer and oer foundation grants those of all sources that have been cut back. Indeed, that’s, true and that’s, part of what it’s both diversifying types of financial support but also the number of supporters within each types. So you’re not totally reliant on just one foundation or won a charitable donor-centric donors on dh foundations and government and your own revenues. If there’s a way for you to do that, we have a comment again from twitter. I’m just going to point out tio, the person who wrote that, john, that we did talk earlier about individual personal liability for non-profits. You may have missed that part of the show, but you can always catch it on the archive on itunes on our itunes pages non-profit radio dot net. Then what are andy some of the sources of income that non-profit might look to that that they’re not currently exploiting. So there’s three big buckets here, tony, the first buck, it is private e-giving private giving is foundations, corporations, individuals and, of course, lets people leave behind when they pass away the big category there’s individuals within private e-giving about eighty percent of the money year after year comes from people, and most of the groups that i work with don’t invest enough time and energy using money from individual donors. So that’s the first category second category is public funding that goverment funding from the state local, regional, municipal, all the government levels. And as you already indicated, this is a shrinking resource right now and the groups that i think you’re getting hammered the worst during the recession or they were relying on government. The third bucket is earned income, which is non-profits arching for the services they provide or in some cases selling goods, unity, and of the three that’s the biggest of all this is sort of the surprise for people is that earned income is about the same amount as private and public funding. Put together when you look at all the non-profit across the country that’s. Interesting. Yeah, you don’t generally see that in in fund-raising reports like e-giving yusa, because earned income is not part of their there. Sorry about private philanthropy there now very clear, the numbers a little skewed, because if you’re a private college and you’re charging tuition, that shows up has earned income. If you’re a private hospital and you’re charging non-profit hospital in, you’re charging for medical services that shows up as earned income, so those numbers really sort of skew the data. But i’ll i worked with a number of organizations where i’m always pushing him to say, is there something you do that you could package up cell? Do you have some skill that people would buy from way have to take a break? We’re going to talk more about earned income right after this break, stay with us. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com i said we’d come back immediately and talk about earned income, but even though i am narcissistic, i forgot it’s it’s, my this is my turn now so it’s time for tony’s take two for a moment or two. My block this week is our irs is helping you. They’re new site is called i r s stay exempt and of course there’s a link to it on this week’s block post, and that site has courses and webinars and other resource is that the irs has produced for new organizations and for existing organizations, and then they have a section called also in depth topics, and i have links not only to that site but to a few of the topics that i know that charity struggle with and that i’ve had guests on to talk about applying for tax exemption, unrelated business income and four o three b retirement plans and the unrelated business income actually is sort of a spin off topic from what we’re about to i’m about to talk about with my guests earning income so the content from the irs it’s all plain language, it’s really very easy language. Teo to grasp it’s a little hokey in some places. There’s, an instructor named coach in a bunch of the bunch of the content you’ll learn from from that guy coach. But, you know it’s, an enormous bureaucracy trying to be accessible and helpful. And i admire that so on my block this week, our irs is helping you, my blog’s that tony martignetti dot com and that’s the new girl from what it used to be. Tony martignetti dot com that is tony’s take two for friday, march second, two thousand twelve it’s march already. And this is the ninth show of two thousand twelve. Andy robinson and nancy washington. And with me, we’re talking about b f d board. Financials dilemma. Andy earned income. What? What kind of charity possibly do? What’s a should be looking at tio. Try to make some money off their activities. Their work? Well, the question i always have groups that air wondering about this is what you have. What, you two or what do you know somebody else onto have or do or no most non-profits during the service business way deliver services. Sometimes we have expertise in that area and, you know i mean there’s a structure brainstorm that people could do around this. A lot of what we do in the nonprofit world is give it away, and the really entrepreneurial organizations look at what they’re giving away and they say, it’s paying market for this and, you know, we can we can spend the rest of the show talking about this. I don’t know if you want to, but, um, there’s a lot of opportunities there, and i see many, many organizations could be more self sufficient financially if they got at figuring out what they know and how to package it up. Okay, is there an example you can share with us? Ah, charity that didn’t realize what they had and and then ended up being able to exploit it and make some money from it. Well, i’m the author of a book on the subject about selling social change, and but my favorite ample of this, um, you know, for a group for years in tucson, arizona, caldnear search their seed bank on made of american crops and you know, what they do is protect eats from going extinct by planting them and growing them and distributing them and probably thirty percent. Of their of their income, its seed sales. I mean, there’s the bank and they receive selling what they recently started doing, which was fascinating as they opened something they called state school. And these are people who want to learn about how to protect seeds, grow them as amount of the next generations, really about sort of biological and genetic buddy, okay, money, and they come to arizona for a week and they get trained and everything you need to know to run your own. C back and it’s, an organization that was sitting on this for probably thirty years, only recently realized that people would pay for that knowledge in a classroom setting. Oh, they have been doing that all for free while they hadn’t been training other people. They’ve been taking care of this, but they hadn’t been teaching on. I said, okay, and they realised there are there, you know, the whole renaissance of local agriculture in our country right now. And they thought we could tap into this there’s a market here for people who want to learn how to do this. And so they started doing this, and they’re doing this four or five. Times a year and it sells out, and they’re starting to move it around to other parts of the country. So i mean that’s one example that’s an example of knowledge, they had a knowledge and a skill that was very marketable that’s, right? And until you have you know what, you need a finalist for better words, does he need someone in the organization who had an entrepreneurial gene who can look around and say, you know what, somebody’s going to want to buy this and not every non-profit is blessed with people who think that way, and i think part of what nancy and i are trying to do in our professional lives is to get more of that thinking out into the non-profit community. Andy related. Teo diversifying income. I had a comment from linkedin this woman had just had a board meeting this earlier this week regarding the need for transparency and distribution of responsibility when it comes to finances, bookkeeping and reporting function of their historic non-profit theater, they’ve been doing their thing, they’ve been doing things their way a long time on dh one big problem is that they have a banker on the board and he doesn’t see the problems s so it sounds like and and then she says i was able to get the check writing privileges moved to another person. This is sort of segway ing into ah, conflict of interest conversation. But it sounds like maybe he was the only one writing checks. Um, i secured a nice grant from a foundation and they want a financial audit. I’m moving for a review. However fear we won’t get any more money once it’s known how ignorant the board is about accountability. Nancy drew and he’s laughing. Nancy let’s, bring you back. What would you what would you say there? Well, you know, how are we defining accountability here? Is there a lack love? But what a financial audit might uncover is in propriety. But it sounds like that’s, not the case. More likely, it’s going to it’s, not the financial audit per se, but the form nine. Ninety that you filed with the irs. Which asks you now to tell us who does the board looking financials. Um, how does is the board of informed? Has the board seen an audit? Uh, did they review it and approve it? It’s really? You know, there there’s sort of two sets of questions, the very pragmatic did did you get an audit? Did you review? What did you look at it? And then the the more important question in my mind, which i think is the question we’re trying to answer with the whole book, which is, does the board really understand what all these numbers are telling them? And ideally with with a financial audit and accountant has come in and spoken directly with the board of directors and walked through each and every page of it and talk about why the financials are the way they are and what they mean? Um, and i think both andy and i have seen, you know, numbers of organizations where there’s a lot of people sitting around the table on dh, they leave it to the banker or the investment professionals, too. You know, they well, they know about numbers, and they handle it and it’s really something that everybody needs to know how to do if only to make sure that the mission of the organization is fully addressed by by the board and the organization. This also relates, teo, the conversation about diversifying income and hear this woman, i believe she’s a fundraiser there, a volunteer fundraiser on dh trying to diversify income source, getting a grant but fearful that the grantmaker not be renewed because there isn’t the transparency and accountability that thie the the grant source will probably be. Yeah, and this is another point that was raised. He sort of came out sideways is this question about separation of duties, which is, you know, in a healthy organization, people break up that work, one person opens the envelope, somebody else writes the checks, and somebody else approves them and somebody else, uh, get the, uh, bank statement and balances the checkbook, and the idea here is that you’re trying to avoid mischief, yeah, and fraud. And if somebody says, oh, i’ll take care of all of these things, you know, maybe they have good intentions and they’re going to be perfectly honest about it, but you really need to break that into separate pieces so people can have oversight over each other, let’s, segway into conflict of interest, andy define for us what conflict of interest is we hear it so often. Yeah, well, my sense of it, at least in terms of the context we’re having here, is that if you serve on a non-profit board, your job is to put the needs of the organization above your own personal needs. And where this plays out sometimes is people who try and receive a benefit from serving on the board at the personal benefit it has nothing to do with advancing the mission of the organization where they get tricky is that in a lot of voluntary organisations, there are inherent conflicts of interest. If you goes to a private school and you’re on the board, your job is to advocate for policies that are going to benefit the children in the school, and in some case, that means they’re going to benefit your kid individually and sort of sorting those things out can be challenging, but the bottom line is the decisions you make have to put the needs of the organization in front of your own personal needs. Nancy, how can we try to avoid conflicts of interest? One of the best ways is tohave ah, a written conflict of interest policy, where you’ve already addressed some of the situations that are likely to happen before they happened, where you sit there and say, you know, no defined what it is that is seen as either a riel conflict of interests or a perceived conflict of interest. Um, which might be a case where somebody was, for example, um, can somebody bid someone who serves on the board of directors bid on a project while they’re still on the board of directors or not? Or do they have toe resigned before they even submit a bid? Or do they only resign if they’re awarded the bid? Or do they have to resign? Or can they simply step out of the room for the discussion? Those are the kinds of questions that got kind of can get kind of challenging um, particularly when any member of the board stands to benefit financially from any decision of the board that’s an outright in my mind it outright conflict of interest and, uh, in most boards, you want to make sure that person doesn’t participate. And it’s it’s always easier to have that discussion when there isn’t ah, hot potato sitting in the room, that’s somebody’s thinking that they have every right to be part of the discussion on do you have to therefore bring up both the fact that somebody in the room is feeling uncomfortable that this person is present and it gets a little bit more tense in those sorts of situations prevention, having a written policy that folks have already talked through and everybody feels responsible for making sure it’s so prevention ahead of time, much better than dealing with it when it’s a crisis or potential crisis and, you know, it also is the transparency issue. You want to make sure that your presentation to the community at large is bonem it is as unaccountable organizations that that gives everybody equal opportunity to benefit from three organizations purchases. Is this the kind of policy a boardmember should sign and review every year or something like that? It’s not a bad idea, you know, it depends on the nature of the organization. I you know, i worked with a community loan fund and that’s absolutely required that you disclose your conflicts of interest each and every year and that you review the conflict of interest policy every year bonem the other thing that you know, incredibly important, disclosed, disclosed disclosed way have just a minute before a break, andy, anything you want to add to conflict of interest discussion. I think the main thing is that if you see it, you have to name it after. If you’re boardmember and you smell something like this, you have to have the courage to bring it up and nancy said, it’s much easier to do this if there’s an existing policy in place first, if somebody sees something like this andy again just a few seconds before break, who should they bring it up to your i’ma boardmember who do i talk to? Well, i would probably go to the chair first and say, i think there’s something fishy here, let’s, talk about it and i would start there, and then presumably, the board, the chair will bring it to the full board. Andy robinson and nancy washington are my guests. We’re going to take a break. When we return, we’ll dive into some financial statements to wrap up, stay with us, talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. Nancy let’s. Talk a little about financial statements. What? What? Uh, what are the basics? First what’s the overview. There’s. Really? Two major statements that everybody has to deliver once the balance sheet, which is a snapshot on any given day, typically the end of the month or the end of the quarter. The end of the year. Um, which outlines what the organization owns and what they owe and what they’re worth, which is the difference between everything they own. Less everything they owe as faras it’s paper value is what they would be worth on that day. Uh, the other major statement is the statement of activities also called the profit loss or a p n l which is? Where do you get all your money? Your income your revenues from and then what does it goto pay for all your expenses and the bottom line? There is your net income at the end of end of a certain time period. The statement of activities is more like a movie. It covers a period of time. Uh, typically, uh, the beginning. Of the year to the end of the most previous sorry, the most recent months. So if we were on a board today, we probably wouldn’t see the thie statement of activities through the end of february because somebody would have had to have it all cleaned up as of yesterday. But we could expect to see something through the end of january and depending on what your fiscal year, wass would determine the begin of the beginning period. We talked earlier about full disclosure, so i’m going to make a disclosure the on ly accounting course that i’ve ever taken i dropped out of because i was i was i was going to fail, so so i’m like perfect for this book, this it’s very informative, and it is an easy read, and it is helpful guide um, nancy helped me understand i this was always seem like magic to me on a balance sheet. How is it that the assets equal the liabilities? How does that always come out so equal? I mean, its intended that way. Obviously. How does that possible? Seems like magic. Now you’re asking somebody who was not trained as a classically trained accountant. You can’t pull back now. Your name is on the book, you’re name is there. I’m looking right at it, says nancy wasserman’s. But it’s, um, it’s based on double entry bookkeeping, which was developed by the chinese and it’s follows up from the abacus. And i was sort of, uh, uh, amplified by the italians in the renaissance. Essentially, when you put an entry and double entry bookkeeping, everything that goes up, something has to go down and it all balances out in the end, in the cash comes out. And if your balance sheet that’s like number one is the balance sheet, if the total assets does not equal the total liabilities and equity, it is an incorrectly prepared balance sheet. There’s a reason they call it a balance right about yes, exactly. I love that my italian forebears had something to do with confusing me. Now in the current day. Um okay. What? How can we help? Boardmember is nancy who whose eyes kind of glaze over when they get to the balance sheet. Aside from looking to see whether the two the assets and liabilities equal which they always do right step number one is a balance number to do your total current assets. In other words, what? What? Khun b cash within a year’s time exceed your current liabilities. The things you have to pay off with cash in a year’s time. And so are you liquid or not? Do you have? Do you have cash available to do things? This’s? The place where you’re looking for those payroll liabilities or payroll tax liabilities? If there’s a number there that’s frighteningly large, you’ve got a big problem. And if its payroll tax liabilities, he was a boardmember maybe personally liable. Um, what are your long term liabilities look like? Is that that’s your debt? Basically. And, you know, does it make tense to you? Is that number reflects the debt? You know, the organization has your net net assets now, you know, the language of accounting is kind of like greek. And i sometimes think they made up all these names to make it even more confusing. It would be so much easier if it was it was italian. It could be it would be. And where there’s a lot of cognitive is and it’s a romance language. I think it would be oh, i’m sorry, no problem, but that total net assets number, which simply means, you know what? What’s this organization more if it if it had two legged liquidate today and if that’s a negative number, you should be concerned. And certainly many of organizations where that is the case. So those are the big things on the balance sheet, you know, does it? Does it short of make sense to you to the fixed assets and their value? Um, feel like what you have if he suddenly see something that shows that you have a fixed asset of, you know, equipment worth one hundred thousand dollars, you’re scratching your head because you have no idea what you have for equipment something’s wrong with and you should and should ask that question. Absolutely. You mentioned earlier frighteningly large numbers mean is part of what we should be doing is looking for anomalies. That’s really what you’re looking, you’re looking for things that you know that don’t make sense or don’t feel right or that you can’t if you can’t, if it doesn’t feel right and you can’t really explain it, you want to ask questions from and the numbers you know, the thing about numbers, they’re pretty, they’re very ghetto. They’re either on or off and, um it’s harder to lie with numbers. So you’re going to know right away that you could have frighteningly large numbers with the complex organization, and that would be fine from if if they’re bad hosed out. If there’s cash in the bank, if it feels like there’s equity, this is ah critical subject. Another question that i asked on the on the pre show survey is for those charities that do have a board committee devoted to financial issues. Are you confident that each committee member is fluent in your numbers and understand your financial position? Only twenty five percent said yes, the remaining seventy five percent were either no or not sure on dno was pretty large about sixty percent way have to stop there. Andy robinson and nancy wasserman are co authors of the board members easier than you think. Guide to non-profit finances published by emerson and church andy. Nancy, thank you very much for being guests. Thank you. It’s. Been a real pleasure. And also thanks to your publisher, kathleen brennan at emerson and church for her promotion assistance for the show next week you know his company and you may be wearing his name on your hoody market go ceo of the very consistent brand echo enterprises has ideas on branding and other business lessons applicable to charities, and craig newmark, the founder of craigslist and craigconnects, shares his thoughts on simple communications. Thes were both pre recorded at last year’s nextgencharity conference keep up with what’s coming up! Sign up for our insider email lorts on the facebook page like that page the pages, the timeline check it out! We got a new banner banner photograph, which will be rotating on dh the whole new timeline format like like it look at it and like it khun, listen, live our archive if you haven’t didn’t catch us live archives from itunes, you’ll find our itunes paige at non-profit radio dot net subscribe listen, any time on the device of your choice on twitter, you can follow me or you can follow the show’s hashtag non-profit radio my thanks again to mazarene treyz for for live tweeting today’s show the show is sponsored by g grace and company if you’re worried about the rising cost of rent for your organization. Or, if you need a plan for real estate that you’re non-profit owns, grayson company will give you a thorough and complete board analysis so that your real estate decisions are made transparently and thoroughly. 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Nonprofit Radio, February 10, 2012: Readings, Possible Futures, Past Lives & Board Oversight Basics II

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Betsy Cohen
Betsy Cohen: Readings, Possible Futures, Past Lives

Psychic medium Betsy Cohen, one of the “Top 10 Psychics in New York,” will take your calls and tweets to read your nonprofit’s energy and help you see a wider perspective, reveal what’s hidden and understand possible futures from different alternatives related to donors, staffing, budget, programs or whatever challenges you’re facing. She will also do readings about career issues.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Board Oversight Basics II

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group, will unlock the vagueness around “board oversight.” This is part two of the discussion we started on January 20th. There’s a lot to say, and it’s important.

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

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

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

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Make sure to tune in at 1pm ET on Friday and participate in the live tweet by following the #NonprofitRadio hashtag on Twitter. We’ll have a guest live tweeter this week: Mazarine Treyz, consultant and author of “The Wild Woman’s Guide to Fundraising.” You can find Mazarine on Twitter here and her website here.

Here is a link to the podcast: 078: Readings, Possible Futures, Past Lives & Board Oversight Basics II

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No. Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host. I hope you’re with me last week because if you were and what a shame if you weren’t, but if you were those who were with me heard entrepreneurs on board, entrepreneurs are under utilized on boards, and jerry stengel, founder of venture near, helped you to make the fix. Who are these people? How do you find them? And how do you approach them to get their special talents on your board? Also, we had starting the plant e-giving conversation with laurie greiff, president of breakthrough philanthropy. She encouraged you to start the plan giving conversation with your committed prospects and donors. Well, if you weren’t with me last week, you are now much more important this week readings, possible futures and past lives psychic medium betsy cohen will take your calls and tweets my bryce just cracked tweets to read your non-profits energy and help you see a wider perspective, reveal what’s hidden and understand possible futures from different alternatives related to donors, staffing, budget programs or whatever challenges you’re facing. She’ll also do readings about career issues. In the second half of the show board oversight basics to our regular legal contributors, jean takagi and emily chan from the non-profit and exempt organizations law group in san francisco unlock the vagueness around board oversight this’s part two of the discussion we started on january twentieth there’s a lot to say and it’s important board oversight between the segments on tony’s take two in praise of naps that’s my blogger this week in praise of naps i’ll talk about why i praise them, so we’re live tweeting as we do every week hashtag non-profit radio use it recklessly, but especially this week we have a guest live tweeter mazarene treyz from austin, texas she’s been a guest on this show she’s been a guest on my podcast for the chronicle of philanthropy that i do monthly. You can follow her on twitter at wild woman fund mazarene treyz welcome to the show on twitter. Right now, we take a break when we return it’s readings, possible futures and past lives with psychic medium betsy cohen, so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Durney hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to big non-profit ideas for the other ninety five percent and your aptly named host. Right now, i’m joined by betsy cohen. Betsy is a psychic medium. She has a background also in social work and psychology, and worked for a nonprofit for over ten years. So you see the important overlap she’s, a reverend in the spiritualist church of new york city, and is one of the top ten psychics in new york, and we’re going to have some fun, and i’m really very pleased to welcome that seat to the show. Welcome. Thanks for having me, it’s. A real pleasure. Yes, i want to tell people first that we are taking calls about your non-profit or about your career at eight. Seven seven for a tow for one two oh, for psychic medium, betsy cohen. And of course, you can also tweet using hashtag non-profit radio and we’re monitoring that hashtag here in the studio. Betty um psychic medium let’s. Try to break it down a little bit. What is a psychic? A psychic is somebody who gains information that they would have no other way of knowing through the collective unconscious or someone’s aura all right? And that could include a non-profit good to be with someone it could about the past president future and you can really tap into any kind of issue you want, even if it’s beyond your own personal self so you can find out information about other people. You can find out information about an agency. And as i was preparing for the show, i was thinking about you prepare for the show like the guest does more preparation in the host, okay, i was thinking about that law about corporations being individuals, and although most people don’t agree with that and it’s kind of wonky it’s, sort of that same idea, you know, each each agency, each corporation has its own sort of set of ideals and morals and things like that and operates as a unit. And so you can read that energy of the unit. And just as i would for individuals, talk about possible futures for an individual, we can also do business called consultations with the same sort of concept. Okay, so the person doesn’t have to be affiliated with the non-profit for youto read the energy of the non-profit they’re asking about or there does have to be some relationship. Well, that’s, sort of. Ah, moral question. I can get information on anything at any point. But if you don’t directly have to do with it, i prefer not to go there so similar as if business. Exactly. I have no relationship let’s say to thee, pick a huge charity to the american cancer society. Right? So it’s, none of my damn business. But through me, you could. But you could read about the american cancer society totally irrelevant. Just that i’m merely the one who brought it up. Yes, i could. Okay, but i choose not to understand. Okay? And then what about the medium part of psychic medium? What’s? A medium mediums are people who speak to people on the other side that the dead. Okay. And how do you? Ah, you know these these air unusual things to most people. Not everyone but but the most people. How does one establish credentials for talking to people on the other side? I mean, how do we know that that’s? A bona fide. How do you know that? It’s quantified. Well. And i am a reverend in the spiritualist church and the spiritualist. Church believes in a higher power the golden rule, things like that, but their primary function is to prove life after death, and so the way they do that is through mediumship. So if i don’t know you, you come in off the street and i make a connection with your deceased grandmother, and i tell you five shared memories that you had or something that she liked or did that really you could identify her from? That would be a way to sort of say, oh, my gosh, she’s onto something here, okay, okay, so they’re so being a reverend in that in the spiritualist church of new york city is a credential. It is just not something honorary. No, you have to be actually a certified psychic medium, which you conduced through schooling. And then on top of that, you know, it wasn’t something i just got online. I went to seminary school for about two years and got ordained, and i conduct church services there, and in fact, i’ll be in austin, texas, texas on the eighteenth, and i hope to co conduct the church service there and do some guest speaking and guess mediumship there, too. Okay, so mazarene treyz you’re in austin, texas, that’s. Ah, reverend betsy cohen will be there on february eighteenth at the first spiritualist church of austin, texas. Okay, a reminder that we’re taking calls eight, seven, seven, four, eight o for one two oh, if you have questions about the non-profit that you’re affiliated with that you work with or that maybe you’re a volunteer for ah challenges about budget or staffing or programming anything that’s ah that’s a concern in that non-profit you can also hit us on twitter using the hashtag non-profit radio. So you mentioned schooling, but i would have thought, and maybe i’m wrong that being a psychic or medium is something that you’re born with. I believe that actually everyone khun do what ideo but some people are more inclined and so it’s, just like, if you wind up growing up and you’re good at math, then you may study math further and you may become an accountant or something like that. So it really is through a lot of practice that you get to be a point where i’m at interest in helping others and things like that so it’s sort of like just getting a roadmap for where you’re going, other people have paved the way before, and they let you know what you can expect pretty much and in just a minute or so that we have left before the break is so this is greater than just someone’s intuition, obviously, but we all have intuition, a gut feeling about a person, a feeling that i left something in my apartment as i’m walking out the door, we all have that level, but this is much greater. I wouldn’t say necessarily greater, but more specialized and more in depth. So, you know, like i said, if if you’re not good at taxes, you might get, like turbotax online or something versus being an accountant and being someone who does taxes for a living. So it’s really just that concentration and practice really practice makes perfect, so it is also a lifestyle, so i don’t use any cards or any instruments or anything like that. It’s just my body. So i have to make sure that i keep really good care of my body. So there’s a lot that goes into it. Okay before the show, you said you have very good immune. System is bragging because i have. I have bronchitis right now, which, measuring treyz you don’t need to tweet that part, but betsy claims more sophisticated immune system than me. We’re going to take a break, and when we return, more readings, possible futures and past lives with psychic medium. Betsy cohen. Stay with us, the defendant think dick tooting, getting thinking thing. You’re listening to the talking, alternate network, itching to get anything. Nothing. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m christine cronin, president of n y charities. Dahna you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to the show we’re talking about reading is possible futures in past lives. Becky, what is the advantage for non-profits what could what could a charity expect from a reading? Well, i know that especially in these quote unquote hard economic times, let’s, just call it a recession. We’re in a recession from metoo call it was called, we’re in a recession, eso in the recession dance and the recession non-profits tend to have it harder with funding being pulled left and right, and it really does trickle down from the top to the employees, and it could really affect morale and decision making and there’s a lot of the decisions that have to be made nowadays that didn’t necessarily have to be made five, ten years ago. And so when ever people come to a reading, whether it be a business consultation or individual, they’ve got issues that they don’t know the future of, they don’t know what direction to take, and if you have possible options, i’m trained to look into possible futures. So even hypothetical, yes, absolutely, because we do have free will, and so i don’t personally believe that, you know, as faras the american dream is concerned. We have ah, plethora of options to us all the time. But there are crossroads that come up. And so when you’re at a cross road that’s a time when you can say okay, well, should we should we go with this funder, or should we put our money in this area? And so i can say, okay, well, if you went with this funder, this is what would happen if you put your money elsewhere. This is what would happen as well. So you can really take a good look at the possible scopes of things. It really helps with decision making. On top of that, you know, there are a lot of things that, as you mentioned in the beginning of the segment, that it’s there’s hidden, hidden agendas and i do provide a wider perspective. So when especially people on the top of the letter don’t necessarily have the best connection with the people who are running the agency day today and interacting with the clients and things like that. And so with my my work and social work, i’ve seen sort of all stratos fears and and helped with that sort of communication so that so that the employees who were really running the business feel appreciated and the people on tap can make the best decisions for the whole agency, that kind of thing. Um, and as far as the problem solving goes, what i also say is, you know, you ask one question, but there’s a whole bunch of hidden questions in that as well. And so my job is to ask, ask, ask i am somewhat like a telephone, so if you’re getting a business consultation and i’m speaking with, you know, the collective, if i don’t ask the collective of it, i don’t ask divine source, it doesn’t get answered, so i ask all the whos that what’s the wise and the wares in the ones behind your question to really get a complete answer. Okay, now on the show, we have jargon jail, and you’ve just committed to offenses, but but they’re not as technical as we usually get a lot of times lawyers will find himself in jail, but the collective and divine source. Okay, so what are what are these? Okay, well, they in these terms, they’re sort of they’re sort of the same thing. There’s there’s an energy that connects us all and actually science modern science is actually leading us to to these conclusions as well. Some of it is not so easily access, but you can find it. And so is that that a lot of people believe in the soul, right? So there’s a part of us that’s, energetic that’s bigger than our body, and it’s connected to everyone so that’s sort of the collective unconscious that’s how we tune in we’re all plugged into this one energy and divine consciousness is that that in that intelligence source that is there only to support our highest good, and just always supports us, so they’re very similar, but slightly different. Sometimes i feel the divine energy is electrocuting me way have a question that came by email, i think, betsy, so go ahead. What is that? Yeah, anna in brooklyn says if i feel stuck and not being fulfilled at work, she works for a nonprofit, but afraid to change jobs. What can i do to find a passion? And so for for and i do feel like this happens to a lot of people when you’re in a non-profit for a while you sort of especially if you’re young, although even if you’re just new to the agency ah lot of times you’re really gung ho about it, and you’re gung ho because you go in with your your heart, you go in with the passion nobody is in non-profit to get rich, we know that right it’s a life of service, and so when you go in, you have on the forefront of your brain and your thinking low, i’m going to go in to help people. I’m going in to help people, and you go in with that passion, and then you go in and you read, you hear all the bureaucracy and the old staff member start to complain, and you start to see the different side of all the administrative stuff, and maybe you don’t feel appreciated, and then your passion starts to diminish and you start to lose track of what brought you there in the first place. What brought you that fulfillment and that joy? And so when you’re looking for a new job, what is always recommended is it sounds a little bit backwards and we’re not really taught this, but i know firsthand. That it works, especially when i worked in non-profit i was able to switch jobs by doing this is you need to create that passion from within again in your current job. What is it that brings you there that will connect you to your heart center, and that will let you sort of really tune into what it is that you’re there for in the first place, and then you can start to tune and say, okay, well, this aspect of the job i liked, but this aspect of the job i don’t like, and you can start to search with what it is that you do like, and you can start your job, search that way and then another quick thing is that when you, when you start to do that, when you start to appreciate where you are, your energy changes and the energy of those around you changes think of when you having a good day and everyone around you is smiling because you’re smiling versus getting up on the wrong side of the bed. So then there’s a thing when you have a job and you switch your attitude around and you go searching for a job. The people that you interview with want you because you’re bringing in a different energy of someone who’s unemployed and who needs that job? I just needed to pay the bills. That’s, not your best energy. And when you go in, you could be bruce. Exactly. And so you and you’re not being desperate because you hate your job already as well. So you say they say, why are you here? And they say, well, you say i want a new skill set i want to bring my passion to your agency and they’re speaking from the heart versus sort of masking your dissatisfaction at your old job now and so that’s. All very good. I think job search and job change advice. But are you able to read anything about anna’s situation just just from an e mail? Is that is that possible? Yes, absolutely. That was that was for and i don’t even know her last name. Oh, yeah. Yeah. Well, that that really applied that would really apply. Generally, it would because it’s it’s something that we all go through. But for her specifically it well, it works as well. She has a follow up. Question should i read that? Yeah, okay, she says at non-profits even if i do believe in the work i dio, how can i find more comforting asking for a financial support from the community, especially after bad press? So she’s talking about fund-raising so that’s a that’s a big thing as well, especially with the press, trying to find all of these things, you know, just a good story. So i would say, and one of the things that you do want to do is you do want to find those passionate people. The people who are there are ready with their heart, and if you can, if you can get the people who are actually receiving the services to somehow be represented, not necessarily that you want them to do the fund-raising themselves sometimes videos can really help. So the people who receive the services they have, you know, heartfelt message is if it weren’t for this agency, i would not be ableto walk today. I would not be going to college today. Videos really work sometimes, um, sometimes just stories that you can have a sort of, not a postcard. So you want to have that that poster child who was really affected those things, and if you have enthusiastic clients who want to be out in the public and say, can you help us out along with the staff members, that can be really helpful? That could be very compelling, absolutely than alive story to a board or ah, or an event that you’re hosting absolutely gala and those those are the things because you you always and this is a general thing, but it’s specifically for this question as well, you always want to focus on what you want versus what you don’t want. And so if you have that client and that staff member who are very passionate and very affected, the people, the audience, the people who you want to donate money are going to see that, and they’re not going to be concentrating on the story that they read last week about the agency other value that that non-profits could see in the reading focus on this little bit more the hypothetical that we mentioned earlier, so it doesn’t have to be it’s, not it’s, not limited to existing circumstances, but even just ah, question about different alternatives absolutely that’s what? You mean by possible futures? Yeah. Um, when i was in social work, i primarily not all the time, but i primarily worked with people with developmentally to say do weird about developmentally disabled. And they were pretty high functioning. My job was to educate them on the consequences of their actions and then let them make their own decisions. Unless it was a health and safety risk. Right? This is what i bring into my readings. And so when people come to me with a business consultation or personal constitutent consultation they say yes, but what should i d’oh? I say, well, that would be putting my own judgment in. And i take myself out. I will tell you, if you do this, this will happen. And if you do this other path, this other thing will happen. So you get to choose on dh with what degree of certainty can you say that? On your saying this so that this will happen with this other thing will happen? Not may happen. Might happen, you know, you know, it really depends on the feedback that i get from readings. So far, the feedback has been eighty to one hundred percent. Accurate how people come up with those numbers, i think is just sort of ah, feeling i do tape every reading and send it to people so it’s possible that they’re sort of rating on a checklist, but i wouldn’t. I wouldn’t necessarily go that far with it, and i don’t know of anyone personally who’s done that it’s just really a track record of of the past readings and how much they’ve come true and also, you know, i always look for the for the best possible future for somebody, so there isn’t necessarily doom and gloom, although someone did ask me if i get something negative, will i relay it on what i say is that whatever i get, i give, so if i get something negative, i’ll deliver it to you, but we’ll also ask, though, who’s the what’s, the wise, the wares in the ones to either avoid that or make the best of that psychic medium. Betsy cohen is a za reverend in the spiritualist church of new york city, and we’re talking about readings possible futures in past lives. You can reach us on twitter using hashtag non-profit radio or call eight seven seven. For eight xero for one to zero what is spirit and and is it related to the organizational type readings that we’re talking about? Absolutely spirit is is the energy that i believe exists in everything around us. I believe what’s an intelligent force and i believe it’s what keeps things together, and i also believe that we can sort of harness spirit to create things there was this the collective energy that i said electrocute feel like it’s electrocuting me? Yes, it’s the same thing. Yes. Okay, go ahead. Yeah. And and what was the other part of the questions that were that doesn’t relate to organization it’s readings as well as individual meeting? Absolutely. Absolutely. The thing is, is that everything that’s been created and will be created first started in someone’s mind’s eye and so it’s really bringing that fourth and so that’s. What non-profits will do in a reading is they’ll wonder what they should manifest next to watch the next step should be. And so when you talk about that it’s like, well, what is the best step for you and talking about that? So here and in terms of, um, your work connecting with the dead being a medium. So first, let me say all psychics or not mediums, right? That’s, right? All right. Okay. Yeah. With that at all, be related to organizational readings like someone who’s who’s used to work for the organisation is now deceased possible. Yes, it is. I mean, it’s getting a little far out for your show, but absolutely well, just it’s a consulting a dead person for a non-profit i mean it’s definitely possible and probable, especially if that person was really good at bringing the organization to a good place leading the organization whenever they were the founder. Exactly that’s possible or or or an influential ceos ceo for decades or something. And they have a lot to say about the current course of the of the organization. No, absolute, yes, absolutely. You can also call on other famous people who were good at what you’re looking for. You can also ask them for consultations as well from that. And, you know, it’s it’s really good. Because i always say when we’re contacting the dead, it comes through their filter so you wouldn’t want to contact the ceo who led the organization into the red about money, you know, you might want teo about, you know about anything else, but you probably wouldn’t want to talk to them finances, but that’s it’s a really good point and i have have now. Now you say it’s a really good point, but two minutes ago it was it was too far afield for the show that man complete one eighty you doing for embarrass me and you say, it’s your show so i shouldn’t have made that judgment people embarrass me also, i embarrass myself. It doesn’t matter if you don’t, i will. So you may as well make your point, though that was the point is that that is that is a really good point. And and if you did want to contact someone on the other side, i do have really high standards from my mediumship. So if i’m giving a reading for anyone i really want to come up with identify irs, and i’ll explain what that is so that you know, that they’re here so things that i would have no way of knowing the way they died, what they liked with some of the personalities may be a shared memory that you had with them something like that, so that, you know, if i gave you five, identify ours, and you’re like, whoa, that’s. Definitely, you know, the last ceo, he definitely made that joke to me that something that was convincing to me in the beginning was it was conveying the personality of a deceased loved one. And then, you know, the very first reading that i had it was she was using the exact words i used the day before. And, you know, how would that person know that? We pretty much are out of time. I wantto i want to let people know that he has a show here on talking alternative, which is the power of intuition and that’s on mondays at eleven a, m here at talking alternative dot com, she has a background in social work and psychology, and has worked for a nonprofit for over ten years. Courses, i said, reverend in the spiritualist church of new york city and that’s, a corner one, thank you very much for being on the show, things going to give out my web site, new york psychic no, go ahead, new york city psychic that comets all spelled out in new york city. Psychic dot com. Thanks for coming into the studio on a friday. Thanks for having me, he’s. Been a pleasure. We’ll take a break, and when we returned, tony’s take two about naps and then board oversight basics. Stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to tony martignetti non-profit radio it’s, time for tony’s, take two at roughly thirty two minutes after the hour in praise of naps. That’s, my block this week. Um, i just i love naps. You know, if naps ran for president, i would vote for them, you know, because it’s, time to rest the body and rest the mind, and i’m sure that betsy cohen would say, rest his soul or something similar. It’s, just it’s rest, you know, and midday. I know a lot of people can only do them on a weekend, but i am fortunate to have the luxury of working at home. So sometimes on a weekday, i can indulge in an app and that’s. What my block is about. Ah, little about some peoples, different idiosyncrasies around. Ah, the proper venue for your nap, you know, bed versus sofa. Or maybe a comfy chair. Cover. I make a point that having the cover that’s just the right weight is important. I have my favorite blanket when it’s folded in half. It’s the perfect it’s a hideous color but it’s a great it’s a perfect weight when it’s folded in half. Um, something else that was nufer me ah, friend mentioned sound level. I mean, i was take my naps in silence, but she likes a tv low in the background, so sound level is something i hadn’t thought off. Anyway, you have your own idiosyncrasies. I hope you get the opportunity to indulge in naps and that’s what my post is about you’ll find my blogged at attorney martignetti dot com and note that that is a different girl than previous tony martignetti dot com that’s tony’s take two for friday, february tenth the sixth show of two thousand twelve excuse me, i’m very pleased now to welcome back jean takagi and emily chan gina’s principle of neo the non-profit and exempt organizations law group in san francisco he edits the popular blogged at non-profit law blogged dot com. You’ll find him on twitter at g tak g t k emily chan is an attorney at neo-sage contributor to the non-profit law blogged and she’s on twitter at emily chan, gene and emily welcome back, durney durney pleasure to have you. We’re continuing our conversation that jean and i started last week. Sorry last month about board oversight and gene, we had we had just we’re just the point where we’re getting some lessons from the penn state and second mile scandal crisis. What, you just remind listeners what that situation was about before we get some more lessons from it? Sure, honey, i think there’s been a lot of news, and jerry sandusky, who was an assistant football coach at penn state university, was founder of a children’s charity called the second mile. Uh, has, which is a charity that served more than one hundred thousand children annually. Mr sandusky was indicted in november following that three year investigation into reported sexual assaults of young boys by sandusky, including taking a shower with a boy at the penn state’s facilities and he’s actually at a pretrial hearing today. Oh, and uh, so he continues to be in the news the second mile, the big organization against serving more than a hundred thousand kids. Annually is now really hurting very badly in and maybe looking at closing in trying to transfer its program so huge impact of this child sex abuse scandal where sandusky was was indicted again for sexual assaults over a period of about fifteen years. And and sadly, since our last conversation about this, joe paterno died, i was dragged into the into the scandal under criticism that he hadn’t done enough to to report what he had learned on he died just a couple of days after after you and i talked. Gene um, so what? We were at the point where we’re talking about just getting help for your for your charity, what kind of help might a charity need from the from the outside? Why? I think they’re different things, and emily may want to chime in on this, too, but i think the first thing is to respond to those allegations of the charity when you’re your responsibility is taking care of those children. And you got a count of somebody who’s responsible party that interacts with these kids, taking a shower with children or engaging in other inappropriate behavior on there’s a grand jury actually looking into it, you’ve got to conduct your own internal investigations, and if you don’t have that expertise in house, you’ve got to get outside help to help you and obviously having an independent invest investigation and be very, very important as, uh, sandusky was the founder and might have been seen to have had undue influence over the leadership inside the second mile charity. Having an independent investigator take a look at it on if they need it outside, help to create more policies to protect the kids. Those are all things that were paramount for that board for that leadership act on right away. Yeah, emily besides the independent investigation, are there other investigation you know of ah serious allegation like this? Are there other functions that are important for charity’s? Tto go in seek of outside help with absolutely so amazing to think that we’ve been using in the sector. Assad organizations, they’re not doing a good job with implementing an emergency plan or even having a number to see plan to begin with. And so that’s something you can certainly see pr for talking to other organizations that have had similar troubles, especially with something like the second miles, you know, we’ve seen, for example, boy scouts of america go through a long history of legal cases related to sexual abuse, maybe reaching out to those organizations or seeing what they have done can help inform what might be effective when you’re dealing with a bad situation as well and it’s not only in cases of crisis, right, emily, that board should be looking for outside help. That is such a good plane. I really think the starting point for months over and organizations related to governance begins before and even bad actually happened, and it really should be from the inside out. So at a basic level, looking at things like policies, looking at the way that you described your information to the public, all of that should be an ongoing thing that’s being monitored before anything bad even happens. And so that sounds like an audit function. Is that what you’re describing in a way? You know, i don’t want to pretend that good governance is easy, it’s, certainly something you have to work hard at, but there’s steps out leaders can take to lessen the risk of bad governance, and so then when bad things happened that they don’t become exacerbated or get out of control. So looking at policies, this has really been something that’s come up with the for my ninety, and i think many organizations have the misconception of looking at it in the frame of how do we avoid an irs audit? And they think the right way to look at it is to think about policies as faras their utility on, and it does serve an audit function, but it also just helps an organization run it better, and it helps some underst and the role better to and a lot of the policies are things that jean and i talked about, the last conversation we had on this topic, which was on the january twentieth show. All right, so now i think a very good point that it it’s you don’t wait for a crisis, right? Emily toe tio, have your have things in order, correct? And i think also to build on the conversation that you and she had last time, you know, the ninety references policies that are very common, but i think an organization also needs to look at their specific situation to determine what. Policies are useful, so for example, here with the second mile, where they’re working with children. You know, the nine, ninety doesn’t save you have policies related tio sexual abuse prevention, but for an organization that has a mission and know that this risk in this context, that maybe something that their donors and their thunders and the public want to see, even though the nine ninety doesn’t specifically asked for it on dh, that would be the role of the board teo, to recognize the need for policies that are specific to the organizations work. It absolutely should be a discussion that’s happening on the board level, jean, those nine nineties that emily is referring to those things that signed under penalty of perjury, right? Absolutely. Tony so, you know boardmember sze should be, in my opinion, although there’s some controversy about this, i think all board members should be taking a look at the form nine ninety before it gets submitted to the irs to make sure that it is representative of what the organization is doing and the organization’s values. Because it really is, in my opinion, again part of the board members fiduciary duties i know. Some people feel like, well, if the board members have to read the nine, ninety that they can increase their personal exposure to liability, if there’s something you know really wrong that’s reflected in the nine, ninety, and they didn’t act on it, and i think that’s a board members job anyway, so rather than just sort of e-giving this defensive legal counsel about, you know, making sure you’re not getting into any trouble wait really want to be proactive about it and say, you know, we’ve got to tell directors what their jobs are so that they can really manage or govern and provide proper oversight to make their organizations do their best work. You mentioned that there’s controversy around whether boardmember should review the nine, ninety is that right? Yeah. There’s a little bit, tony. So i’m what’s up. Some people say that maybe a few board members, a committee perhaps be charged with taking a look at the nine ninety on and they take on the responsibility of doing it because if you are going to be assigned that role and that is part of your responsibility, then you, you know, add to the exposure that you have if you blow it, so if for example, the nine nineties showing that you’re going insolvent, oh, and that you’ve got no policies in place to prevent things like whistleblowers, retaliation, then that may be something that a director that’s been assigned to look at the nine, ninety is going to be held accountable for and so that there may be some fear in terms of protecting individual directors from saying, well, if you’re not going to read this closely and carefully, then you shouldn’t be a find. This is a task that you must do so that’s a little bit of the controversy, i still think the whole board should read it from ah ah, liability perspective this is this is interesting is, is somebody better off not reading it? And then claiming that it wasn’t my job to see it or they better off seeing it and then having done a bad job and ignored things that were that were clearly on there? Good question, i love it when you see a good question, because i really don’t know what i’m talking about. So it’s really it’s it’s very uplifting. Thank you, it’s. Very good. Always want to give you that pat on the back undeserved, but i think you really have to take it into context of what is going on and what type of troubles have, you know, weren’t seen and weren’t acted upon before you can really make that decision of which is worse, but again, sort of being proactive, i really think boardmember should know what the nine ninety is saying because the nine ninety is the public document that everybody can see and maybe forming their opinions on and in the second mile case and in, in fact, and in the recent susan g komen case nine nineties, or what people will look like, including the media whenever the organization is sort of experiencing this, uh, media convergence on their practices and whether they’re doing good things or not. And if you’re nine nineties are not really helping reflector organizational values, and i think you have some issues and the board, the board oversight, which is what we’re talking about. I think part of that is making sure that you know what you’re saying to the public and the nine nineties there a good place to start and in mentioning common, you’re referring to what’s. Been in the news just the past week, with the controversy between the susan g komen for the cure and planned parenthood, whether coleman would fund or not planned parenthood’s activities. And they have decided not to as as a board, ah, board decision, and then and then reverse that decision just to let people know where we stand. Cause a lot of people listen to us. A podcast. A couple of months after the show, we’re going to take a break right now and when we return. More board oversight basics. Part two with jean takagi and emily chan. So stay with us. Talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community dahna. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. If you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio i’m jonah helper, nari team in co founders of next-gen charity welcome back. We’re talking about board oversight basics with jean takagi and emily chan. Emily, you refer to something earlier. We’ll go a little more detail on policies that are specific to your organization because i think a lot of people just sort of copy things that they find on the web. Yes, they dio i would strongly advise and suggests that organizations put more thought into the policies that they’re going to adopt at their organization, then to just take something wholesale or not really put much thought into it in order to check yes on their nine, ninety on these policies really have a lot of utility. I think that for one, they said consistent standards on dh. They also deal with what you know for any person can be an awkward situation dealing with executive compensation, conflicts of interest. And so you really have to think about these policies in terms of how it’s going to be implemented at your organization and to your point earlier, not only how it’s going to implement it, but what around your work requires specifics? Absolutely. And again, going back to the conversation about the public information that’s out there today. You simply can’t unring a bell when it comes to the internet, and so every baby, they’re putting out there to the world, you have to understand that there’s, a variety of audiences, that r rating on our way to screw anything. Yeah, emily, i’m going to switch over to jean because your connection is getting very weird. It’s just. It just sounds kind of pulse e and echoey, very echoey. So, jean, i’m going to switch over to you and ask you, just what? What other types of charities i need to be sensitive about. They’re the way their work relates to the policies that they need besides working with children. I think it it’s reflected every charity, tony, for example, if you’ve got an environmental organization, you may want to decide what your investment policy is going to about excellent investment in everything and what happens when when others get ahold of what you’re investing in. So investing for social responsibility to be a very important thing. Teo, all charity. If you’re an arts organizations, for example, um, you may want to have some, you know, particular gift acceptance policies in terms of accepting different types of artwork does it really further the mission that you have your particular mission? And what about the carrying costs of having that art? And do you have to live up to donors restrictions? How do you deal with that all sorts of particular issues that an arts organization might have that a social services organization wouldn’t have with respect to a gift acceptance policy again, just taking things off off the web or just borrowing and other organizations policy and copping it, you lose all the benefit of really putting in your own particular circumstances in there and part of what’s really great about developing your own policies is the conversation around it? Because you’re going to be bringing up other issues that may not be reflected in your policy, but maybe reflected in your actual practices and how you do things, and all of those things can come up or emerged from discussions. You discussing different policy? And this is all very healthy for a board and it’s senior staff to be talking about, right? Yeah, exactly and isn’t really that what we want isn’t that type of activity we really expect from boards rather than to, you know, just sort of listen to report on dh, you know, just sort of possibly going through the motions. We really want them to be active about planning for the organizations in the future of providing proper oversight to make sure that things are in compliance right now. Ah, and protecting the charitable assets on behalf of all of our community. So too close, then this this two part topic and again listeners, uh, just to remind you that the first show was january twentieth. We’re talking about the subject. Just remind listener jean what’s, the what’s, the purpose of the board. I mean, what? What? What’s there roll around. Not their purpose, but what’s their role specifically around oversight. What do they need to be having front of mind? But, you know, general corporate law, if i can avoid jargon. All right, weren’t you a little cool? Watching there’s only two minutes left noted notice how he treads on drug in jail with only two men stuff, but i’ll still get you in there. I’ll get you in with thirty seconds, so don’t you’re not you’re not free the you know, the general corporate law provides that all corporate powers are to be exercised, buy or under the authority of the board in all activities of the organization are to be managed under the direction of the board. So really, the buck stops with the board everywhere and that’s why boards need tohave systems to provide appropriate oversight over their organization, and that goes everywhere. So not just responding to a scandal like the second mile, but just doing their missions effectively and efficiently. So that’s, really what board oversight is about, emily once said, you know, directors aren’t just simply warm bodies or in a boardroom or prestigious titles on a roster. Um, they really have to accept and live up to. The responsibilities that go with being a director and that’s the duty of karen duty of loyalty for the lawyers out there. Maybe that gets me into stargate jail, but they’ve got to think about how many boardmember said the organization often we have how often should they meet? What are their expectations? What consequences are they don’t meet their expectations. How did they review both financial and programmatic activities? And we touched on that before on the last show as well. On dh how did they review legal compliance and risk management structures? How did the assess the external environment for opportunities and threats? That’s all part of board over. Jean takagi is principal. And emily chan is an attorney at neo-sage non-profit exempt organizations law group in san francisco. You can find both of them on the blogged non-profit law. Blawg dot com emily gene, thank you very much for being on again. Thanks for having it. It’s. Always a pleasure. Thank you. Both. Next week we’re gonna look at consulting relationships from both sides with penelope cagney on her book non-profit consulting essentials. What non-profits and consultants need to know keep up with what’s coming up sign. Up for our insider email alerts, you could do it on the facebook page. You know where to find facebook and then it’s just the name of the show, please like us if you like the show listen, live our archive you’ve accomplished alive, but if you weren’t with us, right, this minute archive were on itunes. You find our itunes paige at non-profit radio dot net subscribed there. Listen, any time on the device of your choice on twitter, you can follow me the show’s hashtag is non-profit radio used that hashtag recklessly measuring treyz was our guest tweet guest live twitter this week, but something came up for her so i suspect we’re goingto have her back. Ah, in the not too distant future mazarene thankyou for live tweeting today we’ll get you back. I mean, we’ll get you back on the show, not get back at you that’s not what i meant show is sponsored by g grace and company. Really? I mean, if you have concerns about real estate, whether you are in a lease or you own real estate, you don’t know what to do with it. G grace and company corporate real estate services can help you was george grace has been advising non-profits on their real estate matters. Lease or own for over twenty five years, you really should be in touch with them. If you have questions about real estate, you’ll find the maggie grace dot com or eight eight eight seven four seven two two, three, seven. The next live show on talking alternative is betsy cohen’s. I want to thank you again for being guest today, and it reminded at her show, is power of intuition. On monday at eleven, she gets more calls than i do, which means i got screwed. Our creative producer is claire meyerhoff. Sam liebowitz is the owner of talking alternative and is our line producer for today shows social media is by regina walton of organic social media, and our remote producer is john federico of the new rules. I hope you’ll be with me next friday went to two p m eastern at talking alternative broadcasting, which you always find at talking alternative dot com. I don’t think that’s a good ending. You’re listening to the talking alternative network. Get in. Nothing. Cubine looking to meet mr or mrs right, but still haven’t found the one. 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