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Nonprofit Radio for July 6, 2026: Confessions Of Nonprofit Social Media Managers & Convert Your Member Website Into A Thriving Community

 

Keara Klose, Kate Meyers Emery & Ashlee Dean: Confessions Of Nonprofit Social Media Managers

Approval processes. Posting frequency. Constant emergencies. Managing AI. To overcome those challenges, our panel offers time-saving tactics, strategies to fight burn out, smart ways to use AI, and more. They’re Keara Klose from Cats In Bloom, Kate Meyers Emery at Candid, and Ashlee Dean with Iowa Association for the Education of Young Children. (This is part of our 2026 Nonprofit Technology Conference coverage.)

Leah Lundberg & Chris Lundberg: Convert Your Member Website Into A Thriving Community

Leah and Chris Lundberg are spouses who met at a previous NTC. They reveal their thinking on creating a community by auditing your current experience, applying opportunities for connection and leveraging available tools. We also dive into their opinion that SaaS is dead amid a move to data democratization and the own-your-data movement. They work together at Engine 9. (This is also from #26NTC.)

 

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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. We have a listener of the week, Byron Coke in the London area of England. He messaged me on LinkedIn, quote, I came across nonprofit radio through your episode on AI in fundraising and the small org focus. The other 95% is the exact gap I care about, end quote. Byron, you are in the right place because we are devoted. To the other 95%. And I’m glad, I’m thrilled that you’re paying attention to, to that, to that vast minority, majority, the small and mid-sized nonprofits. Uh, Byron’s work is in, uh, grants, the grants consultant. Congratulations, Byron, on being our listener of the week. Thank you. Thank you so much for being with us. Oh, I’m glad you’re with us. I’d be thrown into supravergence if I had to see that you missed this week’s show. Here’s our associate producer, Kate, to tell us what’s up this week. Hey Tony and Byron, we have Confessions of nonprofit Social media managers. Approval processes, posting frequency. Constant emergencies. Managing AI. To overcome those challenges, our panel offers time-saving tactics, strategies to fight burnout, smart ways to use AI, and more. They are Kira Close from Cats in Bloom. Kate Myers Emery at Candid, and Ashley Dean with Iowa Association for the Education of Young Children. This is part of our 2026 nonprofit technology conference coverage. Then Convert your member website into a thriving community. Leah and Chris Lundberg are spouses who met at a previous NTC. They reveal their thinking on creating a community by auditing your current experience, applying opportunities for connection, and leveraging available tools. We also dive into their opinion that Sass is dead, amid a move to data democratization and the own your own data movement. They work together at Engine 9. This is also from 26 NTC. On Tony’s sake too. Tales from the gym, bootleg vodka. We are sponsored by the Bridge Conference. Tony will be with more than 2400 nonprofit professionals at Bridge, July 29 to 31 in National Harbor, Maryland. Info and registration at bridge.org. Here is Confessions of nonprofit Social media managers. Welcome back to Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology Conference. This conversation wraps up our 2026, 26 NTC coverage. This is the final one of 20. We’ve done, we’ve we’ve done 19, we’re about to do number 20. With me are Kira Close, Kate Myers, and Ashley Dean. Who’s that for? Who’s that for all three or just one? Is that one person’s fan. It was for all 3. All right. Uh, you’re just, well, she’s welcome to stay if she, she wants to contribute. Um, our subject is confessions of nonprofit social media managers, and, uh, we’re calling on, uh, Kate Myers Emery, senior digital communications manager at Candid. Give us an overview of what the, uh, what the screaming nonprofit social media managers are all about. Yes, a nonprofit social media managers often hold a really interesting role. They don’t just do social media, they have to do a lot of other things. They wear a lot of other hats and we’re a unique role in our organization and you know this has been an exceptional year for social media. A lot has changed. We faced a lot and so we wanted a space where we could talk about what it’s actually like to do this work. Um, our tips, our tricks, how we’re managing burnout, how we’re managing AI, it was just a, you know, an open space for conversation and discourse around what we’re actually dealing with. OK, thank you. Thanks for kicking us, kicking us off. Let’s, uh, let’s dive in a little bit. Um, let’s go far. Uh, well, furthest away, Ashley Dean. Uh, Ashley is communications coordinator at Iowa Association for the Education of Young Children. Um, I understand that, uh, managing social is kind of overwhelming according to your session description, but, uh, Kira, uh, I’m sorry, Kate got us started, but why don’t you dive in a little deeper about why this is overwhelming work. Yeah, there’s just a ton of moving parts with the ever changing algorithms between Facebook, Instagram, LinkedIn, or even TikTok and other platforms that you might be utilizing and what to put out on those platforms along with leadership. What they want out there approval processes and even how frequently you’re posting, which at the end of the day that’s why some other places only have social media managers for that role rather than in our roles where. Like Kate said, taking on other hats along with that. Yeah, what are some of those other hats? Um, for me, I’m also doing a lot of email marketing. I help out a lot with design within the organization, so design for advocacy efforts along with reports and a lot of fundraising stuff. It really, there’s really no start and no end. Whatever they need, I, it gets added to the task list. All right, Kira close. Kira is sitting closest to me, but her. Name is also Kira Close, uh, social media manager for Cats in Bloom. Why is that? Why, why are, why are, why are nonprofits turning to the social managers for design work, for, for instance, that’s just one example. Um, I think I’m a little bit of a unique case, so I am not a paid staff member. I’m just a volunteer for, um, Cats in Bloom, the nonprofit, um, but I think a lot of it really has to do with, you know, not. Enough staffing, not enough expertise and not enough funding to kind of cover all of those roles, so it kind of always falls to the person who’s maybe most intertwined with communications or most intertwined intertwined with campaigns and stuff like that and it’s just kind of a natural progression to social, um, and then it just kind of gets added, added to the list. All right, so it feels like unfair creep to me as well. You probably are sympathetic to that, uh, that’s the way it sounds like you’re, you’re allied, you’re closely related, so you may as well do it. All right, that doesn’t sound fair. All right. Um, You have some, I don’t know, so I don’t know, should we start with like the rants or, or do you want to start with the, uh, the more, let’s start with the rants because that’s, that’s fun. That’s fun. So let’s just, let’s, um, let’s just keep going. Kate, we’ll just go down the line a little bit, we’ll bounce around, whatever, but Kate’s in the middle. Um, it could be your personal rants or, or, uh, what you heard from, I’m sure the conversation was energetic and robust to put it in, uh, like kind terms, you know, I wasn’t, I might, might like to have been a. Fly on the wall in the in the session, but so what are some of the, you know, what, what are some of the rantings out there? Yeah, so my, um, favorite rant to go on is that nonprofits don’t need to do video on social media. Experts are always saying that like that’s what you have to do, that’s how you get your voice out there, um, and I’ve gotten into fights on this on LinkedIn, uh, because I feel very strongly that, you know, if your organization doesn’t have an easy source of content like, you know, cats or like cute. Animals, um, if you don’t have someone charismatic on your staff who wants to be on camera, doing video work is a lot at Candid, the way that we did it is we did a test for 3 months to find out if we could actually take on video so we were able to go in the conversation with data about like, all right, it would take 30% of my job, which means 30% of other stuff needs to get moved off my job, um, and like now we’ve actually taken a break from it because we don’t have the capacity to do it and so I think. Giving nonprofits like the forgiveness around like you don’t have to do this experts are saying you do you don’t if you don’t have capacity and you don’t have time you can still be very successful and not do video. OK, Candid feels like an organization that doesn’t have ready content like to me it seems like a pretty kind of a cerebral organization. We’re a data organization so we don’t have like cute charts that we. And like just pull out and show you and we’re all remote so I don’t even have like people that I can show you. I see. OK, um, Ashley, how about, how about you, uh, either your own rant or or something memorable from the session. Um, I definitely think have making sure that what you’re putting out is quality over quantity. A lot of times people want. Post Something every single day when in reality you do not need to post every single day so really just focusing on what needs to go out and what it what’s impactful rather than just trying to fill feeds because you wanna have that quality content out rather than something that you’re just quickly putting together to get out there. OK, that’s that sounds contrary to the. Conventional wisdom, which doesn’t make, which I chose that deliberately because it doesn’t make it true, but it’s conventional wisdom. They just, I mean, depending on the, the platform, it’s LinkedIn, you’re not supposed to post. 8 times a day, but if it’s Facebook or, or X or Blue Sky, maybe. So that you’re, you’re saying what’s contrary to the conventional wisdom, yeah, and it really just depends on what your audience to me looks like my, um, at my. Association Facebook is really our best platform, so if I needed to for some reason post 5 times in a week, I’m gonna do that on Facebook because that’s where the traction’s gonna be. However, on Instagram, realistically I should not be going over like 2 times a week because that second post or even both posts might get hidden by the algorithm and like less than 50 views, no engagement, no click through rate at all. OK, OK, Kira, either your own a personal rant or something from the session, um, I think my own personal rant, uh, I was talking about this in the session as well, is just I’ve taken a little bit of a strong stance for the Cats of Bloom nonprofit, um, on our social media channels, and a lot of it is made from the heart, not with AI, uh, I think there’s just such a push for AI and I get where it can be helpful and it can be useful, um, in many different contexts, but I think especially as a. Rescue organization that deals with kind of uh life and death situations for felines every day and kind of the realness of that and the realness of human circumstances within that I really like to show the human side of things and like the authenticity side of things so like I really try not to use AI and especially nowadays I feel like it’s so obvious when people are using it that I, I’m kind of not using it at all except for some video editing for the cat cafe. Then they’re using it wrong. If it’s so clear that they’re using it, it’s like Botox. You’re not supposed to see it. You’re not supposed to know, I guess. No, I think, you may not care for my analogy, but, but you’re not supposed to, it’s not supposed to be obvious. Maybe you’re supposed to be transparent and say that it was, it was generated initially from the, um, whatever it’s chat chat or, or Gemini, whatever, uh, but it’s not supposed to be obvious. Yes, yeah, OK. Now you’re particularly committed to Cats in Bloom because you’re a volunteer. All right, you’re, but you’re standing among professional social media managers here. I’m paid paid staff. I’m you’re volunteer. I’m a paid social media manager in my day job as well. Oh, you are. Oh, in a different, in a different capacity. Is it a nonprofit? No, it’s not. Oh, OK. All right, so you, oh wow, so you are, I mean, you’re committed to Cats in Bloom. You do your professional work. For free as a volunteer for Cats in Bloom. Yes, that’s a great commitment. Well, thank you, thank you. I don’t know Cats in Bloom, but if you look at her top is her top is all cats. Some of them have glasses like she’s wearing glasses. That’s cool. Alright, I mean, that’s particularly committed. Am I, am I right? Or she’s doing her work like, OK, um, these two are though as well. Oh, they are too. Well, they are, they’re committed, of course, but I, I volunteer volunteering is a is a higher, that’s, I don’t know, it’s like a higher echelon, I think you’re giving your time. You’re giving your time, alright, not to minimize the people who get paid for it. I get paid for my work. I, I’m not saying you should be ashamed or anything like that. I get paid for work I do, you know, we all should. Um, OK, uh, rants, uh, uh, what about, how about channeling some of the, OK, so you each gave your personal, how about something you heard that stood out, anybody stood out from the session like, wow, yeah, that, that really resonated, or it was, it, it got the most applause or the most laughter. I mean the thing that we talked about I think as a group the most was burnout among social media folks because you know you’re doing social media and communications during the day you’re seeing kind of the worst of the Internet and then a lot of people like to do social media in their free time or they’re volunteering and doing social media and finding ways to protect yourself from all that so that that definitely got the most conversation because people were sharing. How to, you know, see that you’re burned out, how to fix the burnout, um, what that looks like for different organizations because it’s so unique. All right, let’s stay with you then. What, what, what does it look like? Well, Candid, um, because of who we are in the sector and because we have, um, comprehensive data about all nonprofits, we get cited a lot in X conversations by people that want to hurt nonprofits, so they will use our data to find quote unquote bad nonprofits to try to harm them, um, and so we see all that because we’re tagged in these conversations that were mentioned. Um, and it’s helpful for us to see the negative because then we can figure out positive things we can do. We can get data to organizations that we’re seeing like, all right, these types of organizations are under attack right now. How can we help them? Um, but as a social media person having to look at that and look at the, the hate and the violence all the time. Is is really challenging, um, and so I actually do no social media outside of work hours like I have to be completely blinders personal, not personal social, yeah, I don’t do any personal social media anymore um I completely turn my phone off in the afternoons. I don’t, I don’t look at anything on weekends. I fully check out on vacations, um, and I think that’s challenging because I feel like in some ways like I’ve lost some connections to friends that I used to be with on Instagram, but. I need to protect myself. Yeah, yeah, Ashley, how about you? You know, you, the, the agency’s work is the association’s work is with young children. I, I, I can, it’s hard to imagine, but I can imagine that there, there could be a backlash against the work that you do, uh, maybe some of the populations that you serve. Do you see some of this negative, negative, do you have to deal with some of the negativity that, uh, Kate is describing? Um, not at my current organization. However, the one that I was at previously centered its work around refugees and immigrants, so, yeah, um, when I was working there, I actually had my accounts, the organization’s accounts linked to my personal ones and had my notifications on 24/7 because. We were getting such hateful and like threatening comments that I would need to go on there right away, report them, block them, otherwise the people that we were serving were just getting scared and would be fearful to leave so that they could get the help that our coalition was providing, um, which became very draining and a lot of burnout occurred because of that. Luckily at the Iowa Association. For the education of young children, we have nothing but positive comments, so I have been able to create that boundary where when I’m at home I am only on my only my personal accounts. I don’t have any organizational accounts on my phone. OK, at the previous agency, did you have to do any of what Kate was describing or how did you protect yourself when you were at the earlier agency where you were. Uh, uh, uh, certainly prone to, uh, attack and backlash. It really depended on the comments that we were receiving. If it was just, um, lack of presenting facts, then it would be, hey, here’s this study that was done, which is why, um, when we were doing, um, COVID vaccines for immigrants, we would. Set up clinics so that they could get vaccinated and which got a lot of hate and we would be like this is why we’re doing this but then there would be just. Straight up threatening ones and then that would just be blocking the user as well as removing the comment so it really just depended per incident. OK, but you, you didn’t go as far as Kate was describing like turning off or ending your own social, your personal social no, I’m I’m not that disciplined. OK, alright alright um. So Kira, uh, I imagine there are people who are not in favor of saving cats. You probably get some backlash. How, how do you manage that? How do you manage the negativity? Oh, plus you do this work in, in your own, I don’t know if you’re in a lightning rod organization of your own, or maybe it’s something benign like American Dental Association, you know, then I don’t see them. Getting a lot of backlash and like cavities, you know, cavities backlash or you maybe root canal or something if you had a bad root canal you might backlash against the American Dental Association, but it’s probably not very common but you probably don’t work for the American Dental Association anyways. I don’t. It’s one I chose. I have my own rant about dentists. No, no, I have good teeth actually, so I’m fine. But what, uh, alright, so how do you deal with it, uh, I bet there is a backlash against helping cats, right? Helping, yes, so we do encounter some backlash, especially, um, with our work in, um, kind of rescuing cats and not just like, you know, relocating them to magical fairyland where they won’t bother people anymore. So I think a lot of it is just. Helping people understand and educate people on what can be done to help not only the feline population but the human population who may be dealing with cats that they don’t necessarily want to be dealing with or people who want to be able to help but maybe don’t have the funding or the support to be able to do it so I think a lot of the backlash that I deal with on our social is just helping to educate people or like Ashley said if it is somebody that kind of can’t be reasoned with or is just being like really inappropriate and really abusive, I will do. In extreme cases I will do the thing where I delete the comment and I block them because to be honest as a social media manager, especially as a volunteer social media manager, I don’t have to deal with that for my mental health when I’m managing that in my free time. OK, um, is that as far as you go like. Uh, how about in your own personal accounts? You’re, you’re, you’re still active personally, and yeah, I’m really active on my personal accounts, but it’s a really curated space that I have, so it’s really friendly and positive and that kind of thing. So, but I also have them pretty well locked down, so it’s only the people that I invite into the space. OK, OK, um. How about um. Yeah, I feel like we channeled enough of the ranting and you know, and, and, and, but also how to manage it personally. This is good different degrees of uh how you’ve each managed the, uh, the, the negativity of the web, you know, in your own, in your own businesses, in your own and personally, um. have some advice around time saving tactics, I believe. Who wants to kick off? Let’s go far, furthest meaning furthest sitting from me. Ashley, time saving tactics, ideas for your your counterparts, um, just reusing as much content as you can and. Whenever you post something, your entire audience isn’t gonna see that post the first time, so if you reuse that exact post again, you’re gonna reach even more people. Something that I like to do through Canva, you can just click the shuffle button on your colors. So if you do wanna spruce it up a little bit for the next year. for example, um, Iowa AUIC, we have a spring and fall institute so to shuffle the colors that I used in the same template last year and then utilize that don’t have to do that much work compared to creating the templates in the first place and then I have a full campaign ready to go. OK, cool, um, Kira, what, what do you do that time saving, uh, time saving tactics for me really are, I think I’m lucky in that we have a lot of cute felines and cats to feature at the cat cafe and also in our foster home, so it’s inviting those people to kind of help me with social. So like, oh, you took that really cute picture, can you send that to me? We have an internal, uh, volunteer Facebook group where people will post photos and stuff like that. So it’s kind of getting people to help. Me cover content, especially during my work day when I can’t be at the cafe to cover stuff, so kind of bringing people into the fold for covering content and then being able to use that on social even if I wasn’t there personally. Alright, public curation, yeah, cool. How about Kate? What, what do you do? We do a lot of do a lot. What is name a couple of tips you do a lot, um, we do a lot of remixing of content. So if I make a long form. Piece of content like a carousel that’s about, you know, perceptions of nonprofits right now from the public. I will take the individual charts that were in that carousel and I’ll make them into standalone posts or we’ll turn them into like pop quizzes that we put on LinkedIn, um, or like a short video so we try when we make something to get the most out of it. Um, and we’ll reuse it over and over again, um, because, you know, I think it is like 7% of people see what you did, so you might as well keep using it, right, to Ashley’s point, yeah, people, it, it’s, it’s OK to reuse, yeah, all right, um, is there more? I mean, time saving, you know, you guys are all, you, you’re all experts, but is there more? You got more tips. Who’s got to throw somebody throw out another time saving resource saving. Mind saving tip. So I have a really silly one, but it’s my favorite thing. um, if you are on a Mac computer and you do command control space, it brings up your emoji keyboard and it’s like this little fast track to getting an emoji keyboard. Other people love it, um, and like as a social media manager you you need quick access to emojis and it’s a very simple easy trick but it saved me so much time. Yeah, what is it? What’s the key strokes command control space command control space. All right, uh, is there a counterpart in the Windows environment? What is that? Windows colon, the Windows button and colon. OK, OK, um, anybody else want to help, help your, help all your colleagues with more resource saving tips, time saving. Something that I do for my organization that has really helped me, but I know it’s not realistic for everybody, we have a very specific schedule year by year, so we always have our fall institute, we always have our spring institute, we always have the week of the young child. There’s a whole bunch more that I could list off, but that would take way too long and putting in one document what you’ve already done. And then every year just taking that same exact timeline and fixing the dates. OK, so this was on this Friday here’s the new Friday so you already have your marketing timelines that are going on social media or for my case I also have the email marketing timeline that you’re able to reuse year by year so you don’t. You don’t have to worry about that every single year when you’re coming back around to the Fall Institute or anything like that, but I know some other organizations are a little bit more sporadic and they don’t have that really set schedule that we do. But if you do have that cadence, valuable reuse, right, very sensible. OK, um, I don’t know, across the three of you and in the session, is there a, is there a particular. Uh, um, platform that is annoying that, that we should, we should, we can, uh, call out as, as such. Is there one that really, I mean, it really just annoys the hell out of everybody? I mean, X, I think X Y is Y X because since it became X, it’s kind of turned into like a cesspool for conversation and so it used to be this really helpful space. It was great and I think it was great for when it was Twitter. It was, it was doing good work like crowdsourcing emergencies and things and and rescue efforts and. That that’s in the past, yeah, I think with the way that it’s changed and they’ve gotten rid of a lot of the safety guard rails, it’s just a place for the proliferation of hate and so yeah, I think, you know, we had a lot of conversations with social media managers over this week saying like, hey, I want to get my organization off X. How do I convince people that like we need to leave this space? Have any of your organizations left? We were never on it. You were never, OK. The, um, I’m sorry, Iowa Association of Education of Young Children was never on it. Candid has left. We were Bloom never on. All right, so the three of you, nobody’s on it. And Candid, uh, how hard was it to convince? Is that a big deal to, to say, I mean, I’m the social media manager, I’m the social professional, I’m advising we get off this shit channel. How hard is that? Is that hard? And when we actually made the move, it was not hard. I think had we made the argument right at the beginning, it would have been a little bit more challenging, um, like right when Elon Musk took over I think it would have been harder because that was our biggest audience. We had 160,000 people that were following us and we did have a lot of great conversations and great things were happening, but over the course of the year after. After that we saw most of our followers leave our engagement dropped, and so I was able to make the argument based purely on our data. It’s not worth the time investment, and I think that is a much easier conversation to have than being like, oh, I don’t want to be on there because of Elon Musk. Then it feels more personal, but, yeah, it feels politicized. You made a data driven decision. All right, good, savvy. Um, somebody touched on AI. I don’t know, Kira, it may have been you. Uh, let’s talk about the, uh, appropriate use or valuable uses of AI and maybe some boundaries too. Uh, let’s start with you, Kira, because you brought it up. Do you use it? I do. Cats and Bloom. Yeah, I do, only in a very specific case. Um, so I use a video editing tool called DScript, and you can actually put the video that you’ve. Record it into there and it will transcribe it and you can edit the video by like erasing things like words in the transcript um because I’m not a video editor I’ve never been like a trained video person and I’m amateur at it at best that is really helpful for saving time you can work you can work from the transcript you don’t have to go into the video and then it takes that takes the the uh the corresponding part out of the video as you delete it from the transcript. OK, what’s it called again? Descript descript. OK. Anybody else? AI appropriate valuable? OK, Ashley, I use it a lot for proofreading items just to make sure grammar is looking good as well as verbiage with IOAUYC we don’t use the term kid, we use child or children. So just making sure that anything we’re putting out is following brand guidelines along with copyrighted symbols. We have like the early childhood teach. And wages program which need copyrighted symbols but not in every case and I don’t wanna be the one messing that up when it goes public so just making sure that I’ve already trained Chat GBT to know where to put that and then have it proofread those items. Is is chat the soul uh app that you use? Yes, OK, I’m sure the kids appreciate that. I did that on purpose, kids. Sorry, sorry. I, I respect children. Um, OK, uh, yes, Kate, what, uh, AI usage? Yeah, so, um, Candid uses AI on a lot of the work that we’re doing now. We’re exploring different things. We have our own internal LLM, um, but for communications we’re basically using it as like an intern, so we’ll use it for, you know, helping brainstorm, come up with new ideas, um, if we wanna reuse content, we’ll have it like create a starting point of rough drafts, but. Everything that goes out online has been made by humans, so we really wanna make sure that things feel authentic and that they’ve gone through a human and we’ve really made sure that there isn’t um anything that we’re missing um I think language is so important right now and people are reading into words and so being very careful about language and the way that we’re using it and just keeping that like integrity and authenticity is really important. Let’s talk about the favorite favorite channels we talked about the least favorite. Ashley, let’s start with you. What, what’s your, what’s your favorite channel? I love LinkedIn. Why? Why? Um, it just feels like it feels like what social media was made to be. It’s so it’s become such a community for me rather than whenever I go onto Instagram and Facebook. I feel like I’m just getting thrown ads at all the time as well as. Whenever I’m using it for personal use, it just seems like I want all the likes, especially in my age demographic. It’s like I’m gonna post and then my personality is gonna be revolved around how many likes I get, which I’m just kind of over, but on LinkedIn I’ve been able to think, yes, um, 2004, which on LinkedIn I feel like I have a community. Like I just put everything out there, yeah, yeah, yeah, that’s all right, all right, um, is LinkedIn the association’s most, uh, popular channel, most followed channel? Um, Facebook is our most followed channel and our most viewed, however, we have, um, the highest click through rate and engagement percentage through LinkedIn. OK, how about you, Kate? Favorite? Yeah, LinkedIn definitely is my favorite, um, both personally and for Candid. It’s by far the best. Um, when I started at Candid in 22. Um, it was like our like least favorite one. It was the one that we were not posting and now it’s just transformed into to such an amazing community. That’s where we’re having real conversations. It’s where people are sharing things and they’re digging in and you can see people making connections like through our posts, which is really exciting. It’s, it is, it is what you want social media to be. It’s like Instagram was in like 2010. It just has this great feeling in community and you don’t feel like you’re being promoted to, you feel like you’re being invited into conversations. I love that. Yeah, I, I also have my my favorite is LinkedIn. Akira, we’re gonna get to you. At 64 years old, I’ve seen so many disappointments. My concern is that LinkedIn will go the way that Facebook went, that Instagram went, that others have gone, you know, they’ll, they’ll be serving up more ads. The algorithms will change. It may become a cesspool. That I, I don’t want that obviously, but that’s what I think about. That’s what I, uh, it doesn’t even keep me up at night. But if I was thinking deeply about social, I’d be concerned about the future of LinkedIn because so many other, uh, so many of the other sites have let us down. All right, it’s my rant. Kira, what’s your favorite? So my personal favorite is also LinkedIn. Um, I think it really is like. What 2014, 2013 Twitter was for me where I kind of found that community and I have friends from that time in my life on Twitter who I’ve met in real life, um, and now I think LinkedIn is kind of like that Kate and I actually met on LinkedIn and Ashley and I and we’re friends from a social media platform and I just think it’s such a positive collaborative space if you curate it to let it be like that and then. Uh, professionally in the realm of the cat cafe, Facebook is my favorite mainly because that is where we see the most engagement. People see our posts on Facebook and that’s why they come in and visit at the cafe. That’s why they come in to adopt cats and that kind of thing. So Facebook is my personal, my professional favorite for the cat cafe. OK, alright. I just feel like we should leave it on the positive, or favorites without my without the uh without the host’s cynicism about LinkedIn. I hope it never happens. I mean I want LinkedIn to stay vibrant and, but you know we’ve, we’ve been let down more than, more than a couple of times. Uh, who wants to wrap us up? Uh, it, it can’t be Kate because you did the opening, so somebody has to bookend, you know, with, uh, like a summary, the, the, the love of the love of the good side of social. OK, Kira wants to end with the good side of social. OK, so I think overall, while there are certain pockets of social media that can be an absolute cesspool and very depressing and very hateful, I think there are positive. to social where I know I’ve said this a few times already, but where you can curate the space you can make it what you want it to be like use that block button you know like make it into the positive place and kind of interact on social the way that you wanna be interacted with and then if somebody doesn’t follow those guidelines you can kind of block them and get rid of them so I think overall social and especially in my role at the cat cafe I’ve seen so much good. Come out of social like cats are rescued from like terrible environments. Cats are rescued from like struggling out in -14 degree weather and that kind of thing. So I’ve just seen like a really good positive side of social and like the good that it can do and the good word that it can spread so it can be good um in certain areas and I think we just kind of have to hang on to that and find that space both in our professional lives and our personal lives if we choose to. That’s great. That’s Kyra Close. Close is with a K. She’s a social media manager at Katz in Bloom. With Kira is Kate Meyers Emery, senior digital communications manager at Candid, and with Kira and Kate is Ashley Dean, communications coordinator at the Iowa Association for the Education of Young Children. So thank you very much, Kyra, Kate, Ashley, thanks very much for sharing. Thank you. Thank you. You wrapped up our coverage. This is it. Like tables are coming down, like 3 quarters of the tables don’t even have cloth cloths on them anymore. They’re naked. But that’s where we persevere. We’re we’re not wrapped up until. Until the host says so, which is, which is now. We’re choosing now, not 15 minutes ago like everybody else. Everybody else dashed out at 1:45. We’re here until 2 o’clock on the nose, as a matter of fact. So thank you. Thanks to each of you for sharing. Thanks for being with us. Thanks for wrapping up our coverage. Thank you. Thanks for having us. It’s a pleasure and thank you for listening and being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. It’s time for a break. We’re sponsored by the Bridge Conference, produced by AFP DC and DMAW July 29 to 31 at the Gaylord National Resort and Convention Center in National Harbor, Maryland. More than 2400 professionals will gather at bridge. Tony will be with them. The question is, will you? Thought leaders from nonprofits, associations, foundations, hospitals, higher ed, faith-based, and mission-driven causes across the country come to Bridge to discover new ideas, solve real challenges, and connect with smart people shaping the future of our industry. From 125+ educational sessions and hands-on pre-conference workshops to Bridge Tech, the faith and fundraising forum, and inspiring keynote speakers, Bridge offers something for every mission and every role. The conversations happening at Bridge will shape strategies, careers, and organizations long after the conference ends. Don’t hear about it afterward. Be in the room. Register at bridge.org. It’s time for Tony’s take 2. Thank you, Kate. Another tales from the gym. I don’t know what’s going on here. Uh, I, when I, Pulled into the parking lot, uh, I pulled next to, uh, a man, uh, I’ve introduced you to before, Sam. Sam is the man who, uh, Sam is the man. Sam, Sam. Sam, what was that? Sam, Sam the Sham and the Pharaohs. Oh, they, that was an old, Sam the Sham and the Pharaohs had, I think they were a one-hit wonder, like in the 60s or. 50s maybe? Sam the Sham and the Pharaohs. I’ll look it up. You don’t have to, you don’t have to let me know cause I, I’ll bet I’ll think of it as soon as we’re done here. In any case, our friend Sam, he’s the guy who had me sign the birthday card for Jerry, the 92 year old, and I didn’t sign my name because nobody knows my name. So I just signed it, Jim Rat. You may recall that. It was a few months ago. So I pull up next to Sam and he’s got some people, uh, two others congregated. They’re, they’re, they’re at the back of his, back of his SUV. He’s got the, he’s got the rear gate open, and he’s showing them something and, and I parked and so I, and they were close, so even with my windows up, I could hear that he was talking about vodka. So I just, you know, I was on my way to the gym. So I got out of the car and took my time because I was kind of curious what this vodka conversation is at, at the back of his, uh, car. And, uh, and he’s showing off a bottle. It said Jim’s vodka, and it had a picture of a guy, uh, I, I, I saw the label. It was a color picture. Of a guy, I presume his name was Jim. It was Jim’s vodka. And, uh, he was showing this bottle to the, to the two women. Uh, I recognized one of them, I don’t know the other one. I just, I walked by, I said hello to Sam and, cause I, I know him. So, and I just kept on walking. So I didn’t, I didn’t join the, this, uh, illegal bootleg conversation. I did notice that the bottle did not have a North Carolina, it’s called a tax receipt. It’s a, it’s a, a tag that goes over the bottle cap. You can’t, you can’t open the bottle without tearing this paper, paper sticker, but they call it a tax receipt. That, that goes over the, over the bottle. And I know the bottle, I know this because, uh, when you buy bottles of liquor at the ABC stores, that’s what we have in North Carolina. They all have this, this pink tag on them, but Jim’s vodka did not have the tag, so. Between the name it being called Jim’s Vodka and it being shown in the back of a, uh, uh, uh, the back of somebody’s car, and it doesn’t have a tax receipt on it. I don’t know, it sounds bootleg to me. But I’m not in law enforcement, so I, I, I won’t, I won’t draw the ultimate conclusion. I’ll just ask the question. What do people say? I’m just asking a question. I’m just asking a question, but I’m not gonna question Sam on it. If he’s got a little side hustle, selling Jim’s vodka, I don’t, I don’t wanna ruin it for him. He has a little pop-up shop at the back of his truck in the parking lot of the gym. And that is Tony’s take too. Kate, So he had like cases of it or just I only saw the one bottle. I don’t know. Well, there was probably more the way, I mean, he had it in the back of his truck. So it seems to make sense that there would have been more, but I only saw one bottle of Jim’s vodka. Maybe he was just giving like a friendly review, like, hey, have you tried this? I don’t know. Could have been, could have been very innocent. I’m just, I’m just asking questions, that’s all. We’ve got Beu butt loads more time. Here is convert your member website into a thriving community. Welcome back to Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference right here in Detroit, Michigan. My guests now are Leah Lundberg and Chris Lundberg. Leah is vice president of marketing and operations at Engine 9, and Chris Lundberg is CEO and founder of Engine 9. Leah, Chris, welcome to nonprofit Radio. Thank you so much. It’s a great pleasure, pleasure to have the both of you. Uh, your session. Topic is, have you done your topic yet? Yes, we did yesterday. OK, a playbook to turn your member website into a thriving community. Chris, could you give like a 30,000 ft view of the topic before we go into detail? Yeah, sure. So things have dramatically changed in the last 3 and 6 months with AI and all these other technologies that are out there. So fundamentally how you think about members should not be thought of as tech platforms out in the cloud, SAS platforms, that type of thing. It is now moving back towards centrally hosted databases of information from all of your members connected to with Replet or other web development tools directly back into a database you host and run. So SASS is dead is the kind of best way to think of it. OK, thank you. Thank you for an overview. Let’s, uh, let’s just start to go into some detail, um, about, uh, um, well, first we have to, uh. Recognize and acknowledge that we have a uh an NTC. Here you go, Amy. We have an NTC couple here, uh, Leah and Chris, they’re not brother and sister. They met, they’re married, and you met at an NTC. We did. This is an NTC love story. Alright, so first we’re gonna do that story before we have anything to do with membership websites or membership or anything else. So who’s gonna tell the, alright, it’s your turn. Tell the story, tell the love story of Leah and Chris at NTC. Sure, so um I’m originally from Australia and I was living in Canada, Western Canada at the time. And they used to run the do-gooder Video Awards many years ago, uh, run by C3 I believe, and that’s right, yeah, so, um, it was, oh my goodness, uh, Michael Hoffman. Michael Hoffman, exactly, Steve, like I said, Michael Hoffman, right, C3, the do-gooder. I remember those. This is our 12th, this is our 12th NTC, so wow, we were, were we at the one where you met? I think so. That was about 99 years ago now, yeah, so, um, so we won my hospital foundation. I was in charge of running the campaign. for the video campaign and it went viral, which you can’t plan, which was great. Um, and we won and the prize was 2 tickets to the next conference, which was in DC, which is where Chris happens to also live. And so I came along and actually one of his clients brought me to his party, who I met at a Salesforce party, weirdly enough. So I was at my first NTC and, uh, yeah, and we kind of had a fun time and then we wooed each other for 9 months and then I moved over to the US and That’s outstanding. Does, does N10 know that? Yes, they do. We’re one of many apparently. We’re one of many. Yeah. Oh, OK. All right. So what year would it have been that you both came to the, you want, so you won a ticket 2017. We missed it. Alright, I, we started it in 2014, but we skipped 2017, so we were not here, but we’ve been to everyone since this is our 12th. All right, so, but it’s about you. Alright, so 2017, that’s fantastic and one of many in 10 romances, yeah, apparently I, I told Amy and she said. We’re one of many marriages that have come out of N10 and yeah, we’re thinking about starting a birds of a feather kind of thing for married couples out of N1 and NTC, they have birds of a feather tables where people can flock together, um, and oh that’d be cool, the married couples. Have you met any of the other NTC married couples? We have not, no. Perhaps, but not that we have known. They haven’t exposed that they were introduced here, but yeah. Well, it doesn’t come up ordinarily in conversation. But I used to work for nonprofit and now I’m on the vendor side, so that was the trend. time for that too because we started working together right after that. Engine 9, so you had founded Engine 9, Chris, before, um, kind of fractured. Yeah, we were at fracture at that point. So Engine 9 is actually much more recent, only about the last year or so. So, um, but I’ve been going to N10s for 20 years now. OK, OK, it’s it is a great conference. That’s a great conference. Yeah, I know they care about the people, the food is excellent. They’re thoughtful about, I mean, the community chooses the sessions. I like that. I admire that. Alright. All right, let’s go to the more mundane, uh, member websites. It all feels like downhill from here, you know, we’re not, it’s not love stories anymore, you know, member websites. So let’s talk about membership program first. Somebody, somebody identify what we’re talking about when we say a membership program. Sure, so N10 is a good example of a membership program, right? So you, uh, work with Antenna, another nonprofit. Uh, you become a member to try to engage with other members of the community to build community to kind of, uh, build out your relationship with the organization and with each other. So, so membership is one of the most important parts of society and the technology behind it only exists to help, uh, people engage with those relationships. OK, so we wanna have a more more robust. Member member experience, yeah, we all do. I mean like there’s just community, right? So it’s like community x 10 and more custom. I think people want to be able to see their own information, have control over that, particularly these days. So there’s an element of that too of access. OK, and we’re talking about the member website. So this is the place where you go to manage. Web manage your membership but also to engage with the rest of the membership. So I mean for a while like we started to use technology to enhance membership like whether it be N10 or other tech organizations. Membership is as old as humanity, but like in the last 20 years a bunch of technologies have been built up to build out like member engagement work. Uh, I remember, uh, I did some work on the Obama website in 2007, so he had this huge membership engagement tool set which let people connect with each other and it really became a way to organize politically and make change effectively using membership. Um, so starting then a bunch of technologies have kind of like come and gone to help people use technology to build that membership out. Some of them suck, some of them are good, uh, but most of them at this point are now dated and old because we are seeing complete change in how we use tech, um, and, uh, that has been, uh, wild and revolutionary to be a part of. So as a part of your session identifying the. The the tech that doesn’t suck you talk through some of the tools, yeah, and mostly it was we originally thought of the session that to present some existing SAS platforms out there that were good at membership management, right, like plug-ins for WordPress and all that kind of stuff, right? That is gone now. So if that, that all that tech, uh, if you’re currently working for a SAS company, I’m really sorry if you still have your job, you’re lucky. Um, but a lot of these look for other work, look for other work rapidly. There’s no future in SASS, yeah, if, if you track stock prices, like, you know, all the SASS companies are down 40% in the last 2.5 months, so Salesforce, etc. So a lot of the membership management technology which used to be this massive SASS product line, they’re just gonna go away. They’re just gonna go completely away, OK, um. What, what does the community look like? Um, maybe that, maybe the answer is it depends on what your work is. I don’t know, but what, what can Leah, what, what, what kind of membership, like an average membership community look like? Well, it really depends because I think in a nonprofit space that membership can be donors, right? So like there’s not really any ability to for people to log in and see what they’re donating and alter that. Like we don’t have exposure to any of that data. Some of that’s deliberate because if you had access to. Change your monthly giving, you might cancel online. Like some of it’s a little bit, a little bit deliberate, but I think, um, a lot of it’s just the infrastructure’s not in place. So even from a nonprofit perspective, I think that’s really important to have access to to that, but also to be able to create create community and be able to have an an an awareness of what people are into and be able to create, you know, events for to cater for that because really we’re getting back to the age of connection. Particularly after COVID, and I think we’re just not really in the space where like you have to convince people to get off their couch, like you have to do something worthwhile that’s meaningful and hopefully bespoke to what they need, and in order to do that we’ve really got to interact with them in a more personal way and membership kind of allows you to have that constant contact and, and really cater that for the people that need it in whatever context you’re in, whatever type of org. OK, I just want to pull on something you mentioned. Are we going to where donors can go online and see their own giving history without without asking for it from thank God because why can’t we do that now, right? I never even thought of that, right? Like I can go to my local gas company, which is Joe who lives down the street, and he’s got a website and he can tell me how much I’ve, you know, how much I’ve paid him and everything else, but you can’t go to ASPCA’s website and figure out how much you’ve given them. How crazy is that that even the largest, the largest and most well funded nonprofits still cannot figure out how to give me a place to interact and with my membership information to work with other folks who might be interested in similar things that we’ve kind of worked that out. You have to fill out the form on the latest mailing to change your address. Exactly, yeah, it’s so archaic when you. Think about the age we’re in now, right? It’s so basic, but we’re not doing it. So we’ve sort of designed a platform that can enable you to do that and a lot more other things, but we’re really here to just talk about how to change our way of thinking because I think we really have to start doing that. This is not a fad. AI is not a fad. It’s a tech technological revolution, and we just need to get on board. So we’re here to try to, I guess, shepherd people through that process. OK, so when we talk about membership, you’re, you’re not just thinking of like a strict membership program where people have, it’s everything you, you, you’re sent a male piece and you pay $35 a year and you’re a member. You’re thinking of donors, volunteers, it’s everything. They call it connections, right? You can name it any other thing, but I think fundamentally I think membership speaks to the current structure and I think we need to think much broader than that. Should we start with. Evaluating, auditing our own member experience. Yeah, how do we, how do we take that on? So one thing you need to start out with is figuring out where your data is. So a lot of people have membership data that lives in a legacy system. Sometimes they call that the system of record, but then they have membership data in their email platform. Then they have membership data in Eventbrite or their eventing system or all these different platforms that data lives, right? That’s so weird because we don’t know any other way to think about it, but if you think like, if you think of something like Amazon or some of the for-profit companies, all that data lives in one spot, so they can use it for, in their case, targeting, in their case, you know, for-profit things, but nonprofits should be able to do the same thing. And so step one. Is get your data out of these uh companies’ technologies, get it out. Like they’re holding it hostage, they charge you for access to your own data, isn’t that mental? So, so change that first. Yeah, so first, yeah, get that data centralized and once it’s centralized, now you can start to think about how to organize around that data. centralize it, uh, data warehouses is the typical phrase for it, uh, usually a database that’s, um, vendor agnostic, uh, for small and mid-size organizations you’ll usually outsource that to an agency. So a lot of agencies, uh, who are here now like M&R and Authentic and other, other folks at N1. Um, do that data warehousing and work with, uh, with, uh, uh, techies to establish that larger entities will run their own, uh, so they’ll have their own database, uh, under their own control, not outsourced to Salesforce, not outsourced somewhere else, a data warehouse with all that information centralized. So depending on if you’re small or medium or large, depends on how you solve that problem, but the most important thing is to not treat your CRM. Which is outsource data as your primary residence of information that needs to be in your control. So that’s step one. If you’re a large organization. Do you have to build this, this data warehouse, or does the solution already exist? Usually you want to build it, um, because, uh, if you, if you’re a large enough organization, you’re gonna have a data team, right? And that data team is gonna be 5, 1020 people, and those smart data folks are gonna wanna be able to control and own that data in a world that they like, whether it be Azure or Amazon or what have you, they’ll wanna control that data itself, so. It is building a bit, but at the end of the day, because of AI building stuff is now super, super cheap. So it’s no longer about this massive cost to build. Now it’s like, how should you build it, uh, given infinite resources. OK, and if you’re on the smaller mid-size, uh, size, where, where would you house your data? Where, where was that? Sure, usually the agency that you pick. So if you’re using the agencies, yeah, so like someone like M&R. Houses a massive data warehouse for their clients so they’ll be able to work with the smaller mid-size organizations to centralize the data into that warehouse. So MNR has the staff, uh, the great techies to be able to understand how to work with that data and so the, the smaller mid-size nonprofit doesn’t need to do that, but the agency becomes in charge of it. You gotta outsource it somewhere and agencies are becoming a great home for that information now. What if, what if it’s all in different forms. Formats because it’s coming from different places, it’s different formats. How does that, how does it all get standardized? Yeah, but how does that happen, Leah? Like your husband is turning to you, so besides, it’s your turn. Data warehousing’s more his area, um, but we bring it in, we standardize it through, we fracture is a data warehousing platform that we also run and we standardize all of our data through that, but the methodologies Chris actually has more information on than I do specifically. Well, you nailed it on the head with the challenge. Challenges is that cleaning and standardizing it, right? Like transforming it into common schema and that’s where the work tends to be. It tends to be in cleaning it up, standardizing it, getting into that warehouse format. And uh like Leah said, there’s uh tools like fracture and everything else that connect to lots of platforms already. Right now, frankly, you can also build it yourself. Just go to cloud code and say, build me a connector to Salesforce and it’ll just do it. Data warehouse, whether you’re small, mid-size or large, coordinate with or or relate to your CRM, right? So you’ll pull in some of the data from your CRM, but like we talked about before, not all the data is in your CRM, right? So oftentimes you pull the data from the CRM, D dupe against your direct mail platform, D-dupe against your email platform, so the warehouse becomes this clean repository of all your important information. Your CRM team can still use the CRM if they want. There’s a reason why CRMs are starting to go away because uh they no longer do as much as they used to. But then once that data is in that warehouse, uh, that’s where you start to interact with the data directly. And this is where it becomes cool. So step two is now that you’ve got the data all cleaned up from step one. You can connect your website directly back into that database. So this is something that, you know, every for-profit company that we know of does. They have a big database of information and the website can just say, go find me the last donations or let me update this person’s address information, right? That all happens in the warehouse through the website. And for some reason we’ve completely lost track of that, right? Like that, that it seems so obvious, but we’ve kind of like started to fork all this stuff out to all these other platforms that we forgot how easy this is. And uh so that’s kind of where we see a lot of things heading. Yeah, and we see a lot of nonprofits that are using multiple tools and sometimes not efficiently. Someone’s wasting money on some of these tools and partially that is due to the fact that they just don’t, they can’t control all of it. It’s too much. So in that sense, data warehousing is like having You think of like an Amazon warehouse keeping all your boxes in the one place and you can pull from that at any time. And we know that that data’s clean and as you said, like, you know, standardized so we can pull it into any format that you need for any platform. For instance, like not to plug us too much, but Engine 9 is a we’re a marketplace play where you can plug in any of your systems into your data warehouse and there’s no migration, there’s no risk because we know the data’s already clean. So there’s a lot of, uh, there’s a lot of opportunity that comes with that too. Wow, OK, it’s very, very interesting stuff I’ve never heard, which is, which is valuable, you know, I, I just, I just always assumed the CRM is the core. It’s a it’s a fallacy. I think they would have you believe that they’re, they’re monetarily incentivized to make you believe that they’re the hub of your data and they’re not. They just are selling you shit. Your data is your, your, your, your, your repository of your data is the hub. Well, and they charge you to access it, which I think is the craziest. It’s your own data that they charged like sometimes there’s a charge for special reporting. Exactly, and it doesn’t have to be that way, we can be far more efficient and cost effective by being a bit smarter about how we use these tools. OK, alright, and then, alright, so now bring this back to the member experience, uh, and where, I don’t know where, where should we go next? I mean what, what, what, what can we do with this now that for a robust member experience. We talk a lot about membership because membership we think is one of the things that we have sacrificed. The most, um, uh, through this process, uh, and bringing back, uh, membership and being able to do that on your website again now becomes a very almost trivial thing. So if you’re using a tool like Replet, you can create a member portal which suddenly you just ask Replet to say create me a member portal, and people can go to your member portal and interact with other members, give money, donate, give recurring gifts, do all the things you would want to do with, with that just using commonly. Use tools right now. These tools like Replet used to have to have, you know, engineers, 10 engineers and a $20,000 website project to do this stuff, but Replet or other vibe coding tools uncorks all of that. So now you can start building membership sites, much better membership sites. Also event sites. How crazy is it that we have to go to another event site to, you know, you know, like, uh, uh, Eventbrite or something like that. To attend an event for an organization, why doesn’t the organization have it on their website? When it’s not at all custom either, it doesn’t, I’m a big branding person and it’s just, it’s not, there’s no continuity with your branding then having to go to another website. So why not do that in-house when we can. Like Replit’s one of a great example. I’m a creative, I’m a web designer, but I’m not a coder. But now I can do anything I want because I can create the vision using these tools through just asking the right questions. That’s not to say everybody can just go out and do these things. You have to have some breadth of knowledge. As far as development goes, as far as what to ask it to do, because you have to ask it, say, to put in security measures and you have to ask it to do those things. So I think there has to be some knowledge, but it’s really bridging the gap for people to be able to go from the creative vision into the, the actual deployment of something that’s useful and very, very custom, which means we can build that out for anything. So we’ve built custom event sites, we’ve built custom membership portals just from purely like in minutes, not months. It’s kind of insane. And this is all related to vibe coding which Chris you mentioned. Now we have jargon jail nonprofit radio. Everyone may not know what vibe coding is, so please define your term. So vibe coding is more of a way to, it’s, well, for I don’t know if I’m, I’m answering this correctly because Chris is the engineer here, but. Uh, but it’s really the, it puts a layer on top of a development tool. So Replet, for instance, is a full development tool that you would use to do pure coding. So this puts an agent on top of that, an AI agent that you can then ask to execute things narrative, exactly, exactly. And you can actually like for instance, I build out custom dashboards on the back end of our website purely for insights. I wanted about our party tonight, for instance, so you know, I know how many attendees are coming. I know how we have a happy hour this evening which you should come and join us at Firebird Tavern, 8:30. Where is it? Firebird Tavern, 8:30, sorry, 5:30 to 8:30 tonight. 5:30 to 8:30, but what’s the location again? Firebird Tavern. Firebird Tavern. Sorry, get him to say it in Firebird. work on my American accent. 5:30 to 8:30. OK, digression. Yeah, but, but even that just being able to see because we want to know who’s coming, we want to know if people are returning, so even just being able to create that in 30 seconds, I have those insights and those reports are customed. So it really just allows you to have full access to all of your information and all those things that you wonder, you can just. Ask it and it will give you that information. It’s not perfect. You really do have to, you know, check your work and make sure that, you know, it is turning out what you want it to do, um, and you know, you have to do certain things like to have it, but you can do a list that you just ask it to do, like, we can give a framework around that, uh, but it’s a great opportunity to really bring things from, you know, imagination to reality. OK, and for the members, the member. People are just customize it, yeah, whatever, whatever you want whatever like whatever you want about events, talking about members managing their own changing their own credit cards for their monthly recurring donors, taking action, contacting Congress, advocacy, right, like signing petitions, like going to local meetups with friends nearby, right? Everything that we associate with membership of an organization. Now you could just organizing rallies, all kinds of rallies, the whole thing, marches, everything, peer to peer fundraising, all of these are tools that previously were stand-alone tools you would pay for. You’d give them some data, then you’d sit in the database on their platforms for a while, but now completely, completely washes away and it’s wild to just think about all these things we’ve been talking about for the last 20 years about technology and it’s like 95% of it is gone and when. will be gone. So it’s kind of a fun time right now to look at this. I mean, one of our taglines is imagination, but now with help, because essentially that’s really where we’re at now. And if you want to build it. Remember when people used to say, you know, there’s an app for that, just build it. Like there’s all this opportunity out there and I think there’s a lot of fear around it, but I think we just have to build those guardrails to eliminate that fear and give access because we have so much access to this wonderful tech now and everyone has access to it. You don’t have to be an NG. But I think part of it is an education piece and that’s kind of what we’ve been doing the last few years is make people more comfortable, see that it’s not that scary. It’s actually, you should, you should be embracing this for your organization. Why wouldn’t you? Imagine going to a gala and knowing everyone on your table because you’ve actually got information about them without it being stuck in a database somewhere on a spreadsheet. Like you could really, really drill down to organizing a gala based on people’s interests on a table rather than their giving. For instance, like there’s, there’s things that we can do that make people feel special and make people feel they’re a part of something that we’re not doing right now. We’re treating people like they’re another number and we’re in a world where we need to feel connected. Yeah, OK, I see, so this is like data democratization, kind of, yeah. OK, let’s talk about, let’s talk about the future of Salesforce and um Razor’s Edge and you know, OK, we said SASS is dying or SASS has no future in SASS, but so. Uh, let, let, I, I just want to flesh that out more. Like, like, so many, so many of our listeners are on Salesforce or Black Blackboard or, um, virtuous. So let’s, let’s say you’re a mid to large size nonprofit. You have a 500. Make it small to mid make it small to mid-size for our listeners. So you have a 10 seat Salesforce instance, right? So you have 10 folks on your staff who are logging into Salesforce and, you know, looking up donor information, etc. right? Salesforce is getting paid for each of those seats. But what if rather than logging into Salesforce and, uh, you know, getting the information from the reporting in Salesforce, you just had. The AI do that, and the AI can use just one seat for there. So suddenly, you would ask an AI, hey, pull me these numbers from Salesforce. The AI would use one seat to go in, grab that data, pull it back to you, and deliver you the same reports. Even better, you can interact with it, you can do all the things you ever would, way better than in the Salesforce UI. Great, that’s amazing. The problem is for Salesforce is you no longer need 10 seats. You now need. One seat, which means that you are paying Salesforce 1/10 of what you were before. So this is their revenue on seat-based plans. So this is an existential crisis for anything with a seat-based plan and why you see their stock prices absolutely cratering right now. So anything with a seat-based plan, the hubspots, the sales forces, those folks, like their revenue is just gonna drop like a stone. Counter also in a very similar vein, valuations are also dropping like a stone. It used to be that Sas companies were valued at 10x their revenue. So, if you were a $10 million Sas company, you were valued around $100 million right? Because of AI, those valuations are now 1 to 2X. Suddenly these companies that were raising money at $100 200 dollars, $300 million dollar valuations are now worth 10 $20.30 million dollars. So this creates a huge crisis because they can’t raise any more money, which means they have to fire people. They have to make profit or fire people or go away. So whether you’re a for-profit company or a privately traded valued company, everything in the SAS world is just completely cratering for those reasons. OK, and it’s, it’s, it’s really, it’s around. Uh, not only the, the number of seats, but it’s also the, the access to the data. We don’t, we don’t need Salesforce to, to give us our, give us reports or give us our data back. You’re, you’re all saying put it in a warehouse that you own, you own the data, so now you don’t even have to pay for one seat of access. Correct. That’s right. Yeah, just cancel your contract, right? So and you want to build it, like you don’t, you’re not restricted by the, the platform anymore. You don’t need eventbrite as you mentioned. And you also don’t need to know, like, I don’t know if anyone. One’s tried to query things on Razor’s Edge, but you need like almost a degree to know how to do it. It’s ridiculous. And I’m a techie, and I’m like, it’s just, but, but it’s almost like they kind of trap you in like these 10-year contracts. I’m like, I feel really bad for anyone who signed a long contract in the last few years because I don’t know what’s gonna happen to, to those because yeah, it’s kind of an insane kind of lock-in that they get you into and it’s just not necessary anymore. So it’s gonna be very interesting to see what happens over the next few years to see how these organizations evolve or don’t. Uh, because they’re going to have to find a new play to stay in business, like, essentially, uh, and the more people get on board with this, which they are getting on board every day, um, the more impact it’s gonna have to those organizations. But the more that these our organizations like the nonprofits can do by not having that sort of jail sentence of dealing with a restrictive platform. Interesting. All right, so we’ve gone way beyond just. No, it’s all I pulled you. I pulled you in a different direction, but way beyond, yeah, it is related to the member, the member experience, yeah, it is, and this is, I think so in the session we gave there were some folks yesterday, uh, who were like, wait, wait, wait, but we wanna hear more about technology membership platforms and we’re trying to say like. You don’t need them. You don’t need them anymore. And so like, so the question is like, yeah, but how do I do membership? I was like, just do membership. Just do it. Just, just go build a site and if, if you want the feature, just literally ask AI for the feature, just ask it. It’s pretty good too. Replit builds really pretty things like and there’s some other, other ones. There’s lovable. There’s a few other vibes. There’s a few on there. So Leah, you mentioned relit L E R R E P L I T. OK, replit a couple of times. Mother love what you. Uh lovable I think is one of the other ones. Yeah, I don’t know the actual domain name of that guy, but there’s a few different tools out there that are really, really good at this, uh, so it’s not just like one tool, it’s a number of tools that use AI first to build stuff and I think that’s where people are, are caught in this mindset of like, no, no, no, we need to pay a tech company to solve this problem for us and breaking that mindset is. Extraordinarily difficult and so I think that’s one of the things that even in the session we’re trying to explain to people like you didn’t talk about membership. It’s like we talked all about membership like it’s think, think more broadly, you know, and I think traditionally nonprofits, some in certain sectors are the latest, like the last ones to adopt some of these things, but I’m, I’m hoping that that can change with some information and education that they don’t need to be the last ones. You can take that risk. You just have to convince your board, but you know. There’s, there’s enough out there now, I think that there’s a compelling case. And that that comes after you have centralized your own data after you own your data, your own data warehouse, whether you use a a vendor or you build your own, right, first you have to consolidate your data from all like Luminate and free your data free your data. For your data into your own and then you can access it. That’s right. Build, you can build what you need to access it for the for the purposes that you want. And then it becomes volunteering, petitions, anything you want tables at the gala. Yeah, you don’t have to run that you’re trying to organize like all of you no longer have to fill out the form to change your address. That’s right, that’s right. You just go in and log into one place and fix it yourself. So it just. Changes everything to be far more people centric where it’s not anymore. It’s very tech centric. It doesn’t have to be that anymore and as nonprofits we should be focused on people centric activities. This is damn, I mean this is data you’re you’re you’re you’re talking about data democratization and it’s our data, we own it, so we’re gonna put it where we want it and then we’ll access it in the ways that that are best for our members. And one of the reasons we like Repli is because they’re about code democratization democratization as well. So they’re one of the open source organizations that you can download your code directly. So they don’t own it either. They can host it or you can build it and extract your code from there. So it really is a builder’s dream at the moment, to be honest. We’re creative, all of us. We have an opportunity to build exactly what we want it to look like and how we want to interact with a specific audience that we’re trying to get on board or trying to continue a relationship with. Damn. My job Alright, is, uh, Engine 9, is that a public company? No, probably not. OK, alright, I was gonna say Engine 9, Engine 9. Alright, that’s why we can do what we want because we’re not public, right by the futures, uh, OK, that’s great. That’s a great place to stop. Thank you. Alright, Happy, happy 9th anniversary, 9th and 10th 9th anniversary of meeting in 2017. Thank you so much. That’s Leah Lundberg. Leah is vice president of marketing and operations at Engine Nine, and her husband Chris. Chris is the CEO and the founder of Engine 9. This is their 9th NTC anniversary. It’s a real pleasure. Uh, very eye opening. Uh, it’s really excellent. Thank you. Awesome. Thank you for having us. Thank you, Tony. Thank you. We really appreciate the time. Oh, absolutely, uh, my pleasure, and I learned, I learned, I learned a lot. Drinks. Oh yeah, oh no, wait, you’re a performer. What, what kind of performer you? I’m a burlesque performer. Are you really? Yeah, you don’t have, oh, you don’t look like a, uh, you don’t. What does a burlesque performer look like, Tony. Beefier, I think you’re, you’re petite, you’re like a size 2. Alright, you’re where, where, where you, where do you two live? DC we’re in, well, we’re, we’re in Northern Virginia, but we do all our business mainly out of DC. OK, yeah. And are you in burlesque in DC? Yes. Is there a club you want to shout out? Uh, Beer Bar and Tavern. We have a show at the 22nd and 29th of March. It’s a fairy tale, but musical burlesque. We sing and dance. Not you and Chris, just me, no, OK, Chris writes some of the songs for our trip actually, so I don’t know if this will air by the 22nd or 29th of March. We have other events at that same club? Yeah, you can follow us at the Sirens of Sin on Instagram. Wait, you have to say it slower at the Sirens of Sin at Instagram. The signs of. Sirens, the sirens of sin on Instagram. OK, that’s the, that’s the, that’s the burlesque. That’s the burlesque. I’m known as Lady Rocket is my Ernest, Ernest Lady Rocket. Lady Rocket’s my, my burlesque name. OK, Lady Rocket, yeah, so you can follow me on that. That’s Lady Rocket is the vice president of marketing. And uh Lady Rocket’s husband is uh is the CEO and founder of Engine 9 Mr. Rocket, I believe is Rocket. I won’t go like Mr. Pocket Rocket. No, no. All right. They’re the Lundbergs, L U N D B E R G S for Lundbergs for for the plural. And thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit technology conference. All right, Chris, Leo, thanks so much. Thank. Next week, 5 project management tools for non-project managers. And make confident tech decisions. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. We are sponsored by the Bridge Conference. Tony will be with more than 2400 nonprofit professionals at Bridge, July 29 to 31 in National Harbor, Maryland. Info and registration at bridgecf.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for April 3, 2020: Build Your Grantmaker Relationships

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Amy Berman, Caitlin Mitchell, Daniel Werner,  Anthony Sanchez & Christine Kang: Build Your Grantmaker Relationships
Our panel of grantmakers and a grantee reveal savvy strategies for building and maintaining relationships with your institutional funders. Foundations are made of people. How do you get close to them? This is a panel I moderated at The Foundation Center in New York City. Back when there was a The Foundation Center. It’s now Candid.org. (Originally aired February 16, 2018)

 

 

 

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[00:00:06.34] spk_0:
Okay.

[00:00:58.72] spk_1:
Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d suffer the effects of follicular assis if you made me go lymph with the idea that you missed today’s show. Build your grantmaking relationships. Our panel of grantmakers and a grantee reveals strategies for building and maintaining relationships with your institutional funders. Foundations are made of people. How do you get close to them? This is a panel I moderated at the foundation center in New York City back when the foundation center existed. Uh, so, uh, going back couple of years? Um, that’s it. That’s all I got to say about that On Tony’s take to 20 ntc thank you’s were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turn, to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot CEO. Here is the start of build your grantmakers relationships.

[00:05:40.86] spk_2:
We’re here to talk about collaboration and impact collaborate an impact. And our panel today is gonna focus in the collaboration. We’re gonna be talking about the relationship building of collaboration, that aspect of collaboration between non profits and the funders. All right, Most of you are in non profits potential grantees and most of our panel are the funders. So I have vidi admonished is too strong a word. But I have urged them to keep their advice, you know, relevant for potential grantees. How can each of you, in your non profits collaborate, build relationships with potential funders and even even when even when you get a no from a funder, what can you do after that? Our concern is that this is seen is proceeding to transactional. It shouldn’t be transactional. Your relationship with potential grant oars potential funders can be parallel to the work that you do in individual fundraising in each of your individual program. Because funders air made up institutions are made up of people and we know people fund what they believe in. So how can you build the relationship, keep the relationship strong even in the face of a rejection, and thereby collaborate with your potential funders which hopefully will become your funders. It’s my real pleasure to introduce our winning panel. Beginning with your on your left is Caitlin Mitchell. Caitlyn is a program and evaluation officer with Empower the Emerging Markets Foundation. Their work is around at risk youth in emerging markets in Colombia, Mexico and South Africa. Next, moving to your right. Dan Werner Dan is Social Justice program associate with the darkest foundation. Their priority is LGBT social justice, and we have Amy Berman. She’s senior program officer at the John John A Hartford Foundation, and their work is around improving, improving the health of older adults. Christine Kang, associate program manager at Project Sunshine. She is our sole Panelists who is among you apart part of the non profit 501 C three community, and their work at Project Sunshine is direct support to pediatric patients and their families. And Anthony Sanchez welcome. Anthony is corporate social responsibility manager at American Express. They’re three priorities around CSR or preserving historic places, developing new leaders and encouraging community service. Each of their fuller bios is outside. Please give a warm welcome Thio tunnel, please. Now, um important to know about about Christine and Anthony, they’re actually they could be holding hands. American Express that Americans press is funding project sunshine. So we brought we brought to the panel one team that is actively collaborating. All right, so keeping with you know what I I, uh I said is our purpose. Today, we’re gonna talk about relationship building, so I’m gonna I’m gonna start with The most basic basic question means we’ll start with Caitlin, creating strong relationships with funders again for our our audience of small and midsize non profits. How convey what’s one or two ideas that come to mind about creating that strong relationship at the outset at the beginning of a potential relationship?

[00:06:05.45] spk_3:
One unique thing about power is that we strive to and have the opportunity to fund an organization for up to 10 years. And I say that because when we enter a collaboration with new organization, there is not the idea that the organization is going to do everything perfectly, but there are a few characteristics that are really important to us. Um, the first I would say is just honest communication. I’ve had a number of grantees over. It’s inevitable that you will have adversity that something won’t go while ago won’t go as planned. And as a program officer in charge of managing our relationship, the most helpful thing to me in the kind of like star grantees versus ones that are a bit more difficult,

[00:06:33.49] spk_2:
we want to be star granted. Yes, we are just

[00:08:03.54] spk_3:
goes who communicate. Um, explain that. You know, there are delays in the project often most of the time for very legitimate reasons. And in addition to that, not only say, you know, unfortunately, Caitlyn, there’s been a delay or we weren’t able to do this activity but also have already problem solved around how to either overcome that challenge and or a different activity. So one grantee in Oaxaca, Mexico the end of their year long program, which was a leadership training for a group of 20 young people, was to take them to Mexico City. These are young people who had never really been out of the municipality in which they lived in right before. A few weeks before they were supposed to go to Mexico City, there was extreme violence in their community, and a lot of parents rescinded the permission for their young people or their their Children to go. So six of 18 that were planned to go were able to go to Mexico City. And that would be a big sort of like, uh, what’s going on. Um, but when they approached me, they said, Listen, only six of 18 could make it. We still went on the trip. They still did all the activities and we did a camping weekend closer to the community in which they live. They live where 16 of 18 were able to participate. We still went through the leadership training. We had hoped for the themes, the bonding that took place. Um, and they still had that sort of new and broadening horizons experience.

[00:08:25.48] spk_2:
And then we’re gonna have a chance to talk about some examples of impact. We’ll definitely get to that. So, yeah, basically, it sounds like you’re suggesting honesty. If there’s if there’s tribulations. If there’s trouble, let your funder. No. Yes, I have a non profit radio. I host this podcast. We gotta keep it to an hour. So we got a concise.

[00:08:56.14] spk_1:
It’s time for a break wegner-C.P.As so that your 9 90 gets filed on time so that your order is finished on time so that you get the advice of an experienced partner. Uhh doom and Affirm that has a nationwide non profit practice with thousands of non profit audits under its belt. Wegner-C.P.As dot com Now more of build your grantmakers relationships.

[00:09:03.21] spk_2:
Then what? Aside from being honest about potential problems, adversity, What else? Where else could we do again? Looking to try and look at the outset way? We don’t even have a relationship yet. It’s up to you. But early on, at least

[00:09:14.04] spk_4:
No, that’s great. And I wish echo

[00:10:58.04] spk_6:
exactly what was just said. I would also say, um, from the outset, you’re a new grand T and speaking from From Position the foundation, right work and some of the other foundations that we partner with speak raving. But a new grantee is ah is a new, amazing relationship that your program officers excited about and the foundation is excited about. Um, another dynamic within foundations is to not overbear helicopter in and try toe add too much burden onto the grantee because we know that your work is paramount and we don’t wanna sit there and constantly be asking you for updates, because we know that you’ll probably be sending that in a report. So I’d say Take the onus and agency, too. Um, reach out to us and share updates in the interim. We love when we get interim updates. If you’re, um and I’ll keep it quick with this story. We have a grand t out in the rural area of California, and the rural areas of California have more of, ah, um, kind of economic climate of the US South. It’s not all L a and, um, the Bay Area. We get updates about winds that they get at the local school board level and within the local court systems. And we love hearing those stories, and we share them throughout our foundation on and it goes all the way to the board level. So I would just say, Be open and honest with us and feel free to reach out. And don’t think there, that they’re the big foundation black box and we will send them a report later.

[00:11:36.38] spk_2:
Yeah, awesome. Open honesty and even reporting when it’s not required. Correct? Right. You’re welcome. You’re welcome. Those okay? By the way, let me also remind each of you if you don’t have the mike. You can still speak. You’ll be hurt by this. This fancy omni directional. So you’re welcome. You should have it yet. But if you If you make some quick or something, you’ll be hurt. Okay? So keep it clean. It’s gonna be it’s gonna be heard. It’s gonna be preserved. Please let me burn. What? Advice for the starting that relationship real strong.

[00:13:27.24] spk_7:
So I’m gonna go to before you’re even a grantee. Andi, I agree with everything that I’ve heard so far. But before you’re a grantee, this is your opportunity to really understand who it is you’re gonna be meeting with. And you should be meeting with the foundation that you want to get to know or go to an event where you know that they’re going to be. And you should know enough about number one, their mission, the kind of grants that they do. Because when you talk about the work that you want to dio, it has to fit within the strategy of that foundation. But I’ll tell you, even more than that, you need to look at the language on that website. So you know, you’ve heard some hints here you’ve heard you know, words like workforce or words like social justice. Use those words in describing what you do. If your work relates to that area, convey what you d’oh and what your interests are within that kind of language and context that will make it easier for you and the person that you’re meeting with sometimes for the first time, to see where the fit ISS. Now maybe the person is going to get where the fit is without you having done your homework. But it’s your job to really make that fit apparent. So doing your homework in advance is really helpful. And one thing that I would suggest the first time that you meet with the foundation don’t hitch an idea because that one idea may be the thing that is not within what they can. D’oh. Let them get to know you and the range of things that you d’oh that will be the best entry. And one of the biggest mistakes that people make is they come in with a very specific pitch and their other things that we then didn’t get to talk about. And that’s the thing that would have been the right fit.

[00:14:11.20] spk_2:
Are you starting to hear the parallel between your individual giving and your potential institutional funding? Who goes into a meeting first, meeting with a potential donor and solicit? It doesn’t happen. You get You have to get to know them. Amy’s Amy’s advising. Not only do your research, but very well your first meeting not be the pitch and again parallel with your similar to the work you’re doing in the individual fundraising. It’s

[00:14:11.68] spk_7:
kind of like asking

[00:14:12.62] spk_3:
something you’d marry you

[00:14:23.94] spk_2:
wear. That really is talking. That’s what I’m doing wrong. I realized 55 years to hear that. All right, Christine, please.

[00:15:49.84] spk_5:
So I’m for our relationship with American Express and then other relationships. What we’ve learned is to is, and I think why we’ve been so successful is that as a non profit we take, we tried really hard to understand the funder. So and previously I actually was at a foundation, so I kind of have both lenses too. But it’s so it’s exciting to have the two perspectives, but I think it’s sometimes he deceived. Think of funders that oh, they have all this money and power, So I’m just going to go in and they must be able to do X, y and Z. I think there’s a lot of assumptions and and expectations that come with that relationship. But to think about the relationship from the point of view of how can I be helpful? What is tthe e funder going through? How can I How can we make their lives easier while also maximizing our impact? So it’s not just about I need this from younger. I want to get X. I get why. But okay. What? How can we create a conversation around? So for us at Project Sunshine, we focus on pediatric health care. So we always start with the child in mind. But we can’t do the work we’re doing without are amazing partners, our funders, our corporate partners. And so, while making sure that they understand our mission and the work we’re doing to ask them, okay, So that how can we make your life easier? So I think starting from that.

[00:16:34.20] spk_2:
And doesn’t that sound like something you would ask? Maybe not in those exact words, but parallel again in your individual fundraising. What is it about your work? What is it? I’m sorry What is it about our work that interest you that motivates you? That moves you? Um, and what’s in terms of suggestion? How can we make your life easier? Are there different methods of giving that we could talk about? Maybe a plan to give to makes more sense for you. Maybe it’s structured over a period of years. Maybe it’s a one time outright gift. Maybe it’s a gift of something other than cash gift in kind someone some other kind of asset. So you know, again the suggestion. How could we make your life easier? You’re always thinking about how you can help your donors to make gifts to, you know, see these parallels Anthony, please.

[00:17:35.63] spk_4:
So just to add what toe What Christine said, I think it’s important to set expectations, right? So on the corporate side, I mean most CSR teams in a corporation, it’s probably a group of 6 to 8 people at American Express. It’s a it’s a team of 10 and we’re basically responsible for engaging over 50,000 employees. So it’s hard to do that right. So we look for partners who can help us. We can help them with their objectives and to, you know, help with their mission. But on the other hand, we also expect them to engage our volunteers, right. So setting that expectation is important because it’s a win win situation. So we’re helping the non profit achieve their goals. But we’re also engaging our volunteers. So I think setting an expectation upfront, it’s super helpful,

[00:17:47.98] spk_2:
and your collaboration involves a lot of volunteer work, a lot of service work by American Express employees. We’re gonna get to that that grants aren’t only in the form of money by any means. Let’s open it up now we’re gonna come back, come to questions periodically through time together. How about questions on this initial round of

[00:18:10.23] spk_3:
Hi, Um, I was wondering how open funders are, too, like meeting new people like cold calls, your email or phone call like how approachable would you say you

[00:18:10.85] spk_2:
are? How open to new relationships. This is perfect. It’s exactly We’re talking about what you know, with the beginning phases of the relationship, how open are you to increase? Sounds like everybody has something. Say, uh, Amy, Good Michael. So pick them. I can’t.

[00:19:03.12] spk_7:
It’s it’s really important. That’s a big part of my job. Yeah, I’m constantly meeting people, you know, My area is around aging. It’s around care of older adults. So I am on the road as a national thunder. I’m on the road, probably almost every week. I am going and meeting with people. They have very easy access to May. If people are committing their life toward doing this work, I’m committing my life toward them because my foundation’s mission is to do this as well. So I’m completely accessible.

[00:20:26.94] spk_6:
Damn. Um, yeah, I would I would say that in our experience, we are one of the largest LGBT funders. So we get a lot of requests from us based for global Funders Well, from US based organizations and we Similarly, when we have a team of of six or so so we just don’t have the band with. And one of the one of the things I hate about my job is knowing that me and my team really don’t have the bandwidth, even though our way have open on initial funding concept submission so anyone can send them in. We all do look at them, but we don’t have the bandwidth to have that special touch and tell people. Oh, but this local foundation in Seattle area is doing X y Z, so I would say, Just keep at people. Find out where those funders in those spaces go. When we attend conferences and other things, you catch people in a different mindset. They’re not running the meetings. They’re not doing their grant right up. So I would say catching people in different spaces, as opposed to the cold call is one avenue you could you could employ. Okay?

[00:20:59.46] spk_3:
And I would just say as a both of do in a don’t is because in power, we are open to hearing from from perspective organizations. But do your homework ahead of time and make sure so empower supports work in 15 emerging market countries. We say that on our website, we list the country’s make sure it’s a country that you work in is one that we support. We support work with at risk youth ages 10 to 24. If you’re working with the elderly or with Children, we’re not the right organization. So in general, Aziz was saying, we tried to respect our grantees time, and hopefully the idea would be that then sitting organizations or are granted partners will also do their part, too. Respect our time

[00:21:20.74] spk_2:
if I tell you that initial

[00:21:52.69] spk_4:
really agree with that? Obviously, like I mentioned before, it’s very hard to, you know, answer every email, answer every inquiry. So doing research. I think our website is really good at providing. As tony mentioned, we support three different pillars, but it it’s a good place to start because it provides a list off sample projects that we’ve supported. There’s also an eligibility quiz. So going back to what hates that, um, it helps you figure out whether it would be a good match or not, because through that eligibility quiz, you know, if you were to select, you know you’re in a place like Arkansas where we don’t have a large employer employee base. That probably wouldn’t be a match because we like to support organizations and specific regions, especially, you know, where we have a large employees head cow and and, you know, our biggest market. So doing research is it’s super important.

[00:23:26.56] spk_2:
Yeah, So you’ve heard this a couple of times now. So what do we do on the individual side called prospect Research? You got to do it on the institutional side to you don’t want to embarrass yourself by, uh, it’s a failing to send a letter of inquiry. If that’s part of the That’s the first step that a funder once so don’t miss step by not doing your research. Let’s move the relationship on a little bit now. We’re not We’re not at the inquiry stage. We’re not at the opening stage now. We’re funding your, uh you’ve selected grantee. How can we keep the relationship strong now? We already heard Report when it’s not necessary to keep us involved. Some steel. You can’t repeat your idea. You gotta come with multiple ideas. That’s why you’re here. Way also hurt. Share adversity, tribulations, difficulties along the way. What other advice? Again? Keeping the relationship strong. Now that we are funded, who wants toe? Anybody could start. Okay,

[00:24:25.24] spk_3:
11 thing that could be a challenge. But I think is also easy to find. A potential volunteer for that really makes a difference. For us is around honestly high quality pictures of the work that you’re doing if you have a really active social media page and the reason is that we are not in and down foundation. So we report our donors about the work that we’re supporting, and it’s really helpful. And unfortunately, some of the grand teeth like it featured the most are those that have really great documentation of their own work. So not every organization can hire it’s owned photographer, that’s for sure, but I think that’s a good news. That may be a volunteer who wants to come learn more about your program. If they have, you know, photography skills could be a really great way. Just just yeah, raise awareness about the work that you’re doing. And, yeah,

[00:25:14.34] spk_2:
can I suggest that maybe it doesn’t always. It doesn’t have to be high production value to be moving and show impact. I’ve seen cases where, uh, people who are benefiting from the organization’s work do you sell do selfie videos and, you know, with some really simple editing tools that could be really compelling so they might go on for 12 minutes or so. That’s too long, but I guess the point is it doesn’t have to be high production value necessarily to convey impact, use your social media. Obviously, we all know how important video is how compelling that could be. Storytelling through pictures as well. Uh, you know, let them let them know what the work is that they’re paying for. Please, Dad.

[00:25:50.29] spk_6:
No, no, Andi, keep it quick. Might sound very simple, but I know when I was in very early in my career non profit that didn’t have much of a development office capacity. But now I know being on the other end how important. Make sure your funders are on your email list. So when you send out everything about programmatic aspects or big announcements that, you know, all of your funders are getting those updates. That way you could focus on your work. And that way, funders are also updated.

[00:26:21.95] spk_2:
Follow them on Twitter. Follow your funders on Twitter. I mean, it sounds basic, but it might get overlooked. Facebook, you know, fan their facebook page, etcetera, etcetera connect in ways other than what? Uh, what? They’re what they’re requirements are for, you know, quarterly or semi annual reporting or something, you know, connect beyond that again. Relationship building. Right. You’re doing it on the individual side. Do it on the institutional side as well. You got something in my wife’s name is Amy. So you suffer. I don’t feel like I’m sorry. I

[00:27:09.51] spk_7:
Okay, so the other thing is about your expectation for us. And you know, it’s important that you have an expectation for us. There are people. There are foundations that, you know, everything kind of goes into a black box. When, when I’m developing a proposal, I actually work with the grantee on the development of that proposal. So I’ll edit it. It’s not a black box, it’s an intentional act. So once we’ve decided we’re going forward, it is a very intentional act. But once you have the grant, the other thing is to consider me as a part of the team. So include us in convening Sze, invite us. We may or may not be able to go, but we also have the ability to write and speak. I’ve given congressional testimony on behalf of grantees. You know, we are We can provide you with more than just grants support. We can actually provide you with elbow grease. We can be helpful to you. We can even bring other funders to the table. So the more you engage with us as a grantee, the more helpful I can be for you.

[00:27:37.28] spk_2:
Excellent examples. Excellent. Thank you, kid. You wanna you wanna add?

[00:28:10.43] spk_5:
So I know we’ve been talking about social media and videos and high tech stuff. So what I think, though, that that’s very helpful, I think. And I don’t know, old fashioned is just a meet in person. So for Anthony and I had breakfast today before we came here and we try to make it a point to remember that for organizations, companies that there’s a person there that you’re talking thio cool. Maybe just got married or so to to also build a relationship around the person, not just the institution. It’s a thing.

[00:28:46.14] spk_2:
Yeah, said earlier. Institutions are made up of people. I mean, how how plainer can we make the comparisons t your individual fundraising program? It’s the same. It’s the same strategy keeping, keeping, informed, inviting. You invite your major donors to things invite your institutional. Your funders, like Annie said they may or may not come, but the invitations should always be out there. They should be getting all your press. All your tweets, et cetera. You know I can’t drive home way

[00:30:43.69] spk_1:
need to take a break. Cougar Mountain software. Their accounting product Denali, is built for non profits from the ground up so that you get an application that supports the way you work that has the features you need and the exemplary support that understands you. They have a free 60 day trial. It’s on the listener landing page at now. Time for tony Steak, too. The 20 NTC. The non profit technology conference was terrific. I hope I’m pre recording this a month before NTC. Thanks so much to Cougar Mountain for sponsoring non profit radio at the conference. I do hope that the booth we shared did not get torn down because you forgot to pay the bill. I doubt that that happened. Um, I’m sure I reminded you that the payment was due, and I’m sure you hadn’t paid it. At least I hope, Assuming that you did, I I do. Thank you so much. So let’s assume that you did so thank you to Cougar Mountain and the guests, all the many guests that I will have captured, uh, last year it was 70 knows more than seventies like 80 85 in 36 different panels or something so comparable numbers. Thank you. Thank you to the guests who took time at 20 ntc to come by and be interviewed for non profit radio. And of course, you listening. We’ll get the benefit of that for months to come. I’m gonna have 20 NTC panels. Thio play. Thanks so much to the intense staff. They’re always accommodating. And this year, I’m sure well, have been It was that the police Kwame Perfecto will of a future perfect will have been perfect. We’ll have been very, very accommodating as they always are. So thank you to any sample, Ward CEO and all the staff at n 10 that is. Tony. Take ju. Now let’s go back to build your grantmakers relationships.

[00:31:46.89] spk_4:
So on the corporate side, it’s about being, you know, you guys being flexible, right? Because, yeah, I can support you through grantmaking and providing volunteers. But there’s also other opportunities, so I always make it. Um, I always make the effort of engaging non profits where our affinity groups at American Express, because that if your woman empowerment organization, um, there’s always a way to connect with employees and other ways, right? So will offer volunteers, but We can also bring awareness to our employees. And they could make individual donations through our employees giving campaign or through our dollars for doors program. Or maybe it’s an opportunity for you to come in and speak to a group of women and just bring more awareness. So the relationship doesn’t just have toe. And at grantmaking were always big, expanding that relationship and helping you as much as we can.

[00:32:11.25] spk_2:
All right, this is a time we’re gonna turn thio storytelling I want I want to turn to some examples of how these strong relationships have impacted work on the ground. You used any example? You like one of your one of your grand T organizations? Let’s start with Anthony and Project Sunshine and And why don’t you talk about the work that goes beyond as you were just saying, Perfect intro Don’t be on money.

[00:34:07.81] spk_4:
So, um, we started our partnership with projects ensuring back in 2010 and our biggest challenge at that moment was engaging those. I mean, we’re American Express. We have several call centers throughout the U. S. And it’s harder to engage those employees who are, you know, their job is basically being on the phone, being in a call center. So we were looking for ways to engage these volunteers because, let’s be honest. Most employees want to go out and volunteer, but the challenge is finding the time, right. So not every employee has the luxury of going on park and planting a tree for four or five hours. So we thought, Why not start this partnership with ah, Project Sunshine? Who? Christine can talk more about what they dio create these care kids that are prepared in house. Esso employees don’t necessarily have to leave the office to volunteer. Um, it only takes one hour. We started our partnership back in 2010. Immediately. We got a huge response because again people felt like they were able to give back without having to invest so much time. Um, fast forward. I think two or three years later, the success of the program helped us build a case to go back to our leaders and say, Hey, this is a great partnership. Were engaging more volunteers. We expanded then to other locations. Um, and we’ve been partners now for seven years, and we’ve engaged over 7000 employees in the last couple of years, and we’re now internationally. Last year we started a partnership with Project Sunshine. So it’s finding ways of thinking of all your employees population, right? So those who don’t have the flexibility and I think that’s what works well that projects on China heard the challenge that we were having. And they did a great job at finding a solution for us,

[00:35:04.40] spk_2:
especially if you’re talking to corporations. Think broadly again, of course, because we said your first meeting is not gonna be the solicitation. You’re gonna make some enquiries. So after you’ve done your research on the Web site, maybe talk to some other organizations that you know they’re funding. However, however you go about your research, especially talking to corporations, you want to think about volunteerism because Anthony’s point is, and please do want a volunteer, and that often is a part of what companies want to give. So it’s more than the money, especially not only limited to companies, certainly, but especially companies don’t think just about, you know, dollars. Okay, so So how are your work? Is pediatric patients supporting them and their families? And how are these sick kids and their families benefiting from

[00:37:57.10] spk_5:
that great question. So we the healthcare landscape is constantly changing, and oftentimes the child, the patient, they’re stressed and terrified parents. They’re siblings kind of get missed. And so what we do is mobilize volunteers to really provide and come around the child that the parents, the family and to treat them the way that if we were the child, the parents or the sibling, we will wanna be treated. And so we do a number of different programs we provide in hospital based parties, bringing the joy of childhood into the into the hospital setting, letting kids be kids what we do. That’s one part, the part that we work with American Express and a lot of our corporate volunteers with its Are Sending sunshine program. So the Sending Sunshine program really what’s designed kind of with, I mean American Express was a big part of that. It’s office based volunteering, so volunteer corporate volunteers in their own offices get to Assam. Assemble these craft kids, so that’s a standalone craft that we sent to over 300 hospitals and medical facilities so that if you mean you can imagine if you’re a child and you just broken leg, You’re in emergency room. You’re gonna be there for four hours and you have a lot of stressed out doctors, child life specialists. They able to grab these and give give them to a child to decrease their anxiety, to decrease their even boredom to the end. To the the sibling who may be with them and and the care giver is a moment to breathe. So that’s one of the the activities. We also create these things called Sergi Dolls, which are medical play dolls. And we’ve make there’s research behind them about using these dolls to help empower Children to understand the treatment that they will be going through. And when I first joined projects on China’s sick does, this is really make a difference. And the overwhelming answer from our partners is yes, we have a wait list then. So clearly there’s a need there and the and that the need for on the hospital side for these Children, families that it’ll line so well with our corporate partners. I think it’s it’s kind of it’s amazing this win win that Anthony was talking about so over, I think with the last time we checked over 45,000 Children. Families received these craft kids or Sergio dolls that American Express employees put together, and one recently was around the hurricanes. So the we had sent American Express has a South Florida region regional area and Soviet made a bunch of craft kits sent them to a hospital suspected by the hurricane. We received this amazing quote phone call for my child life specialists who said You saved our lives. So basically, American Express volunteers saved our lives because we received, I think, something like 100 and influence of 150 Children, families who were clearly distraught and stressed. And the first thing they did was grab as many of these yellow projects on Shane bags that our volunteers put together as they could and went from chaos to calm. These were her words. Chaos to come immediately.

[00:38:24.14] spk_2:
Christine, how do you convey that message to American Express that they would feel the impact of their work?

[00:38:37.72] spk_5:
So we did have a phone call with Anthony, and we do try to. So we have a great development team that does a lot of social media and we’re trying to try to provide photos, reporting all the things that we had talked about on this panel so that we could make sure that our corporate incorporate partners feel that yes. So we did for that specific one. We were on the phone

[00:38:53.30] spk_2:
and then Anthony, you fed it back to the actual employees. Actually,

[00:39:45.87] spk_4:
it’s such a satisfaction, right on our employees and those who volunteer because you see the immediate impact, right? So it’s not like going on like a community center and painting a wall blew right. There’s really not much impact that you see there. Yeah, you paint the wall. But with these care kids, you know, if 100 volunteers create 1000 kids, you know that they’re going to get to 1000 kids who need them. So every time I post the Projects on Shine Project on our Internet site, it sells out in a matter of like five minutes like out get flooded with e mails because again, it’s a good way for employees. Thio just donate a now our of their time and see the immediate impact that these attacks

[00:39:53.44] spk_2:
I could tell Caitlin is burning toe and something will come back.

[00:40:51.11] spk_3:
I just wanted Thio say this is an example of where that sounds like a phenomenal volunteer opportunity, where it’s both beneficial, and it’s a meaningful volunteer opportunity that’s beneficial not just for the volunteer but also for the organization. I just want to say this is one of those moments or feel free to push back against your donor, where if they’re really excited and want to send volunteers your way, and it’s actually going to create more of a headache than be helpful or if you work in a context where it’s not appropriate. Tohave Caitlyn as, ah White, 32 year hold American Coming in, I’m thinking internationally, but with at risk youth are more sensitive populations. Feel free to say no because all too often I think organizations, especially if it’s a donor asking feel required to take on those volunteers. And sometimes it’s it’s more trouble than it’s worth there,

[00:42:41.06] spk_6:
Um, a shining of ah story that wouldn’t repeat that some of the themes that we’ve already heard and I, um, I’m reminded of a grand T partner of ours, that it was actually same grantee that I mentioned working in the rural areas of California. Uh, They’ve been a grantee of ours for 33 years. So not, you know, like a historic one for us, but not a baby. And we have had an amazing relationship. They send us that the updates we’ve met curated this relationship. We took a tour of the Central Valley of California. Seeing all the work they’ve done. We bought our CEO of our vice president. We met Dolores Huerta, and we really got to see their work after that site visit. You can tell that the relationship kind of tipped a little bit. Uh, you could tell that we had a shorthand. We had a common connection and fast forward to two weeks ago. The head of the project is doing great work and they’re trying to scale their program. We shopped this pro, this program director to the Ford Foundation to the Open Society Foundation and to an anonymous donor that works in this space. We introduced them thio like mine and thunders that we know here in New York City because we know that their work is so amazing. You know, in the rural areas of California, kind of far away from big foundation institutions, except for the California Endowment. So that’s that’s a story that I that I love, that I don’t think that maybe a lot of grantees would think to say, Please introduce us to your other funders. You might think that is a no overreach or going past, but I think you can get a read on that relationship once it reaches that tipping

[00:42:55.05] spk_2:
point. That’s something I’m sure a lot of organizations you wouldn’t even think to do. Introduce us to your other funders.

[00:43:32.35] spk_1:
It’s time for our last break turn to communications their former journalists so that you get help building relationships with journalists so that your call gets answered. They pick up the phone for you when there’s news that you need to comment on because they got the relationship with you so that you stay relevant in your work. Including they are former journalists at the Chronicle of Philanthropy. They understand the community. There are turn hyphen to DOT CEO. We’ve got butt loads more time for build your grantmakers relationships.

[00:43:37.53] spk_2:
You got a back story.

[00:46:35.53] spk_7:
I do have an impact story. So, um, in the foundation world, the most popular areas to fund our the arts, education and Children, and my foundation does not fund that. In fact, out of 105 1000 foundations in this country, only six air primarily focused on older adults. So very, very small group of funders that do work nationally in this space. And we really care about creating a JJ friendly health systems. You know, how are they gonna be responsive to older adults caring about serious illness and end of life and also about family caregivers? So one of the grants is here in New York City. It’s the center toe to advance palliative care. It trains people to provide care and make sure that they haven’t the obscure planning so that their, you know, their goals are what the care is that they get at the end that they relieve suffering. They make sure that people have the care that they need when they go through very serious illness, even when they’re gonna get better from serious illness to help them get through that serious illness. And so the kinds of impact this work has had, um, today palliative care is in roughly 90% of hospitals nationally. That’s huge. It only came to this country in the 19 eighties. We have been a long and sustained funder in this space, and we may be slowed a warm, but we tend to be a longer and sustained thunder around impact. Theo. Other thing was there were very few funders that were interested in this space. Does anybody remember the death panel conversations? Okay, well, thankfully, we’re not having a lot of those today. But there were very few funders that we’re doing focused work in this area. So I decided I was going to start having calls. This was not with the grantee. This was on behalf of the grantee. I wanted to create a safe learning space for foundations that might be thinking about this. They wanted to learn. And so what’s happened with that? We now have a very large collaborative. People are more strategic. They know people that they want to fund. We fund together some things we fund next to each other and other things. Things past year, about $80 million in new funding was in this space. And this is on behalf of the grantee, the grant. He could not have had those calls, but it was necessary to begin Thio bring people into the space. And now they’re coming out of the woodwork. We actually did a grant to give somebody money to help coordinate this group. You know, coordinate the calls and everything else. So Thean pact is huge. The thing only other thing about this was about seven years ago. I was diagnosed with stage four cancer, and I had been doing this work long before. My, you know, this is my my area. But then I made a decision. How could I make use of the situation to further healthy grantee? So I’ve been writing speaking. We’ve put on congressional briefings together. Eso any other way that I could be helpful. I am definitely shoulder to shoulder with the grantee.

[00:47:00.14] spk_2:
Thank you for sharing that. Thank you. Back story. And then we’re gonna come back to the come back to you. It’ll be peppermint lifesavers. Time very shortly after Caitlin’s Kitten’s got an example.

[00:49:33.10] spk_3:
Yes, and I would just go back to some power can fund your question around. Um, like what to do once you’re already a grantee and kind of in the medium term and how it can be really helpful for the relationship. So just to say one of the key criteria we look for when determining whether or not we’re going to fund an organization for a 2nd 1/3 a fourth year. Is this idea around? Are they a learning organization? And by that we mean a couple of things on one. Um, really, The most important is like I said, we don’t expect programs to go perfectly. There’s challenges that come up. Youth are dynamic and changing issue areas arise but really impactful. Grantees that we have in great relationships and the really impactful programming are constantly learning and adapting and analyzing what went well, what it’s our strange what’s an area for improvement and even again, the same grand T in Oaxaca, Mexico. So in the course of their programming found that the middle school population that they were working with were engaging in self harm and cutting, and they recognized we as an organization don’t have expertise on this. But they themselves reached out, identified an organization in Canada that focuses on this and then came to us and said, Listen and our next grant, we would love to include a line item to have training on this to better serve our young people, Um, and with a learning organization, I would just say also openness to feedback. We think, you know, we support programs across the globe and sometimes see similar challenges in best practices. So it’s not a donor driven by any means. But being open to feedback is really important, even if you don’t necessarily take it on. And then also, with this learning organization comes which some silly but playing well with others. So we often ask grantee organizations what other organizations are doing great work in their field. And it’s a red flag for us if they if they come back and say no one else is doing it as well as we are, which has happened. And, uh, yeah, so I would say, being a learning organization playing while collaborating with other service providers. It’s something that we look for, provides

[00:50:07.53] spk_2:
Question occurs to me based on what you and Amy and we’re saying, especially if you’re being funded. What about? So if none of your funders ask, can we meet your other funders? If you’re If you’re a grantee? What about staying? We’d like you to meet our other funders. What about the grantee putting that those that possibility together. Is there a downside we’re talking about? Could there be okay? So So the grantee could think of it. If none of the funders do, there’s no Doesn’t seem to be a downside to that. And just just a couple of sentences. Don’t do this. Stop your top. Don’t do this.

[00:50:27.51] spk_7:
Yeah. The worst thing that you could do is when you have an opportunity to get funding to listen to the thunder about what it is you should be funding. In other words, don’t move from your mission. If it’s not helpful to your mission and strategy, it’s a disaster.

[00:50:52.71] spk_5:
Okay, I’m gonna just I’ll answer this from my previous foundation experience. One thing was don’t get angry when you get like when you get defunded. So there was one of the things that was very difficult was when I was for a funder is to not fund again. That’s very hard, I think from I’m sure everyone here knows and to have to send out a declination is also hard to have that he met with anger and accusation. Not great.

[00:51:24.79] spk_4:
I would say. Don’t go into your automatic pitch right? Because we have objectives. You have objectives. So it goes just back to what we’ve been saying doing research and not just assuming all American Express is a company with so much money that we would necessarily support. I’m sure your mission is important, but it might be something that we’re not. Um it’s not within our government that we would support. So not just going into your pitch and assuming

[00:52:03.76] spk_6:
that. Okay, Miss Deadlines, this deadlock don’t miss deadlines. You can ask for an extension. Don’t do it. 11. 59 the day of, um, but my in my over four years in the land to be I know exactly those organizations that I think you’re gonna fall through the cracks unless our team reminds them. And I feel like that’s a perception issue happens with individuals. You won’t know that one person that made a bad impression in your family or at work and that perception than permeates it and then stays. So just have a schedule. Have reminders, have your assistance, remind you whatever but yeah, don’t.

[00:52:30.84] spk_2:
Please. There’s so many technical tools that can help you do everything from wake up to know when to go to sleep Everything in between. So use the use, the app to use tools. We have,

[00:53:01.58] spk_3:
um, to one I would say is don’t fall off the place. The face of the earth. So we’ve had some grantees just disappear. Yeah, and and not communicating, I would say, Even if it’s a one line, you know, again in Mexico, right after the earthquake, we reached out to guarantees. How are you doing? You know, we’re in the trenches, but thank you for thinking of us. Boom. Or, you know, where is your report? I’m sorry. There’s been delays. Just keep the communication open.

[00:53:12.25] spk_2:
So please, let’s join me in thanking

[00:53:31.56] spk_0:
way. Christine Damn Warner. And I hope you see

[00:53:37.69] spk_2:
all the connections between your individual fundraising and your newly invigorated institutional fund raising program

[00:54:36.35] spk_1:
next week. Now that you’ve got great grantmakers relationships, it’s terrible. Charge your grants. Fundraising with John Hicks. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by cooking meth and software Denali Fund Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant mountain for a free 60 day trial and by turn, to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot CEO. Ah, creative producer is Claire Meyerhoff. Sam Liebowitz is the lying producer. Shows Social Media is by Susan Chavez. Mark Silverman is that Web guy, and this music is by Scott Stein. Believe me next week for non profit radio big non profit ideas for the other 95% Go out and be great

Nonprofit Radio for June 14, 2019: Giving Tuesday & Candid

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Asha Curran: Giving Tuesday
It’s time to start your prep for this rapidly growing giving day, this year on December 3rd. Asha Curran, CEO of Giving Tuesday, gets you started.





Jacob Harold & Brad Smith: Candid
Guidestar and The Foundation Center have merged to form Candid. Their respective former CEOs are with me to explain what it means for your nonprofit. They’re Jacob Harold and Brad Smith, Candid’s CEO. 











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Transcript for 443_tony_martignetti_nonprofit_radio_20190614.mp3 Processed on: 2019-06-17T12:34:38.637Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…06…443_tony_martignetti_nonprofit_radio_20190614.mp3.390956394.json Path to text: transcripts/2019/06/443_tony_martignetti_nonprofit_radio_20190614.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, very nice to be back in the studio live after several weeks pre recorded and I’m glad you’re with me. I’d suffer the embarrassment of Mega Lo Kyra if you handed me the idea that you missed today’s show. E-giving. Tuesday 2019 Part one It’s time to start your prep for this rapidly growing e-giving day this year on December 3rd, Asha Curren, CEO of giving Tuesday, gets you started, and Candid Guide Star and the Foundation Center have merged to form Candid their respective former CEO’s air with me to explain what it means for your non-profit. They’re Jacob Harold and Brad Smith candids. New president on Tony’s take to summertime is planning time. We’re sponsored by pursuant full service fund-raising Data driven and Technology enabled. 20 dahna slash pursuing by Wagner CPS Guiding you beyond the numbers whether cps dot com and by text to give mobile donations made easy text NPR to 444999 It’s a pleasure to welcome Asher current back to the show with a new title she is CEO of giving Tuesday the global generosity movement that we’re going to learn a lot about. She’s also chief innovation officer at the 92nd Street Y, but not for long. She’s a fellow at Stanford University’s Digital Civil Society lab. She’s at Radio Free Asha and giving Tuesday Is that giving Tuesday dot or GE? I should current Hello and welcome back, Tony. Nice to be here. Thanks for having me. It’s my pleasure. Thank you. Um So tell me about your this new, exciting title that you’ve got CEO of of ah e-giving Tuesday. I didn’t know like that. Sounds to me like CEO of Of metoo are I don’t know, how does that work or CEO of Christmas? It is pretty funny. Well, so e-giving Tuesday’s the movement and on DH movements have lots and lots of leaders and all those leaders Coke create e-giving Tuesday e-giving Tuesday is also how the leadership and has a new organization. And as you know, we have seen incubated at the 92nd Street y forgiving Tuesday’s the 1st 7 and 1/2 years and so we’re going to be transitioning to become independent, which is really exciting It doesn’t make a huge amount of difference to your average e-giving tease, a participant or or a fan or super ambassador. But it makes a big difference to us because it’s really interesting. Actually, they consider that for everything giving Tuesday has has done and for how much it’s grown in the past eight years. E-giving Tuesday has never actually had a single full time employees, myself included, and that just became an unsustainable situation. So the 90 Seconds she wide Belfer center, which I direct the full time leadership and giving Tuesday, needs full time leadership. And and so I’m going to be transitioning out to work full time on giving Tuesday and really double down on arika. Wonderful, you’re our first guest on about giving Tuesday was Henry Henry. Tim’s the CEO of the many secretary. Why, after the first after the very 1st 1 Andi have sampled it from time to time after that, So So this is a paid position, all right, Where does the where does the money come to pay to pay you? Is that is that from the Why? No way. Stop, That’s that part’s not really changing. We fundrasing freezing Tuesday we had fund-raising for years has been very generously supported by the Bill and Melinda Gates Foundation, so they will continue to support us and we will continue to raise additional funds as well to support all the different parts of the movement that that we want to support and cultivate, including our leadership team. Yeah, and what are the other leadership positions? I don’t I don’t think people know this And plus, it’s all brand new so but I don’t think I know that it’s not new. It’s actually it’s not brand new over there. Over the years, we have built up e-giving Tuesday team court what we call our core team because it’s really important to distinguish the are core team from the leaders that exist all over this country and all over the world who are leading like entire giving Tuesday country movement Right there. We don’t consider them part of our quarantine, but there’s certainly part of our broader community and our broader network. We all work extremely closely together, but our team of 10 is my self, A data lead. We have a strategy lead way, have a fund-raising and data support. We have a global community manager. We have a social media manager. So yes, there are definitely people that are devoting lots and lots of time, making sure that we amplify all the good work that giving Tuesday is doing all over the world. You know, sometimes we have, you know, certain strategic objective that come from us. But often what happens e-giving Tuesday is that we see something, something meaningful, something inspiring, something that we think a lot of tension organically emerging from the movement. And then we, as a team talk about how we can best support that. So there have been lots of different examples our community campaigns, for example, which are entire state or small cities or big town whatever that come together to create a e-giving Tuesday campaign that pulls together all of the different segments and sectors of that community and really reflects that communities, identity and population and a sense of civic pride so that we had no expectation that that who happened, We just had no idea when we first launched e-giving Tuesday and that first, you know, years that Henry and I were working on it. That’s not something we expected to see. It happened. And so our job as a team was to make it at six. Cecil, as we possibly could offer all of the additional support convening power, all of that to what was emerging organically. Another example is our country’s leaders. We had no idea getting Tuesday. We cross borders now, As you know, we we predicated it on Black Friday and Cyber Monday on Thanksgiving, for that matter. But I mean, that’s all pretty us focused. But almost immediately giving Tuesday started to cross Borders, and now we’ve We’ve passed 60 countries, so we spend a lot of time in this sort of Pierre learning ecosystem that those country leaders have come to comprise. Okay, I see so right, not new, but I still, I think, widely unknown. I think people think it’s all undistributed, and, um, I don’t think that’s commonly know that there’s this leadership team of 10. That’s really no, I think you’re absolutely right and partial Tony, that’s kind of fine design, like we’re not, You know, we’re not enough self promotion, you know, exactly minutes, and I think it’s really interesting. You know, a movement can be leaderless right and that there’s nothing wrong with that. It’s just a different model on DH. Movement can be leader full, and we like to think of it in that way that we’re not the only leaders of the movement. But we are way are certainly hear ourselves as its backbone. Yeah, it’s all. It’s all very new power to give old Marge Teo Henry’s book and he’s been on talking about. He was on talking about it when it came out. Yeah, it’s all very new power. So are the Are the 10 people going to be full time e-giving Tuesday employees or just US CEO? No. So what? We’re going to be full time team final e-giving on Tuesday, the full time attention it really needs and hopefully, you know, fingers crossed. Many will raise enough money. Teo even hyre. Beyond that, I don’t think we need to ever become a you know, a a massive team. I don’t think we ever need hundreds of people, but I do think that as we expand to all of these different countries as we get more deeply into data work, we certainly want to be as well staffed as we possibly can be to try to achieve everything that we’ve achieved. But we’re very nontraditional when it comes to fund-raising as well, because we feel like we could do good with whatever we raised, right? So if we raise $100 will do $1000 worth of good with it. If we raise $1,000,000 etcetera Will Will will always parlay that into into exponential growth, as we have so far. All right, Well, congratulations on this new transition. Yeah, that’s happening in just a couple weeks, right? Is it July 1st? Is that one? It is, indeed. It’s happening on a lifer, so it’s really it’s really coming up, and I’m very excited about it. Awesome. Uh, we all are. All right. We gotta take our first break standby for me, Asha Pursuing two. They’ve got a podcast. Ah, and it is Go beyond. It’s hosted by their vice president, Taylor Shanklin, who is a friend of non-profit radio, of course, and has been a guest. Recent episodes of Go Beyond our Self Care for Leaders and for Digital Trends. For 2019 you’ll find their podcast go beyond at pursuant dot com slash resource is now. Let’s go back to giving Tuesday 2019 part one. All right, so that’s, er good news. Fabulous news. Congratulations again. So let’s, uh this is going to be the first of two times that Will, we’ll have you as, ah have the pleasure of you as a guest and now honored to have you as a full time CEO. Uhm, that’s kind of like that’s kind. Like any sample ward, our social media contributors. She started when she was marketing manager or whatever. What marketing lead for? Not for non-profit Technology Network. And then when she became CEO, she I’m glad stayed on as our social media on DH Tech contributor. So you’ll sew in your new position as a full time CEO of e-giving Tuesday. Well, we’ll look forward to having you back, and I’m glad you’re here today. So this whole announcement, Graham. I’m looking forward to you. Thank you. All right, um, so let’s get people motivated. Who have heard of giving Tuesday? Still, there’s still some reluctance, but I see I hear that waning. It’s not like in year one or two where, you know there was there. Was there a lot of naysayers that I think, at least in the press that I read. I think that’s declined. They’re still occasional, but you know, that’s fine. I mean, they’re entitled to their opinions. But for those who need some motivation for being involved with e-giving Tuesday on December 3rd of this year, what can you provide? How it’s growing, how easy it is to participate, etcetera. Oh, boy, we’re to start. You’re gonna have to shut me up, Tony. Okay, we’ll start with Okay, Let’s start with a couple of common misconceptions. Maybe works. So one thing that I hear expressed a concern is that e-giving Tuesday’s encouraging people to move money around on different days rather than being additive. Uh, we’ve done extensive data analysis on this and you know conclusively that giving Tuesday is indeed providing a net list and giving. So, you know, I think the concern that you’re simply moving the donor from December 31st to December December 3rd is pretty misplaced. I think instead, it’s best to think of giving Tuesday as as an opportunity to be more experimental as an opportunity to be more collaborative, not to use the buzzword, but as an opportunity to beam or innovative. I think that these are all muscles that be non-profit community really, really needs to flex its an opportunity to become more more digitally literate on fluent and and again, I think that that’s the muscles that the non-profit world needs. TTO play. So we see a lot of money being raised. Obviously, on the first e-giving Tuesday, we were able to count $10,000,000 being raised online, and they were able to count because, as we all know, data and the sexual notoriously poor and were able to count simply on aggregate total of the different transactional platforms to give us numbers and we add them all together. So that was 10,000,000 in 2012 and it was north of 400,000,000 this past e-giving Tuesday. And that’s that’s $400,000,000 that is made up of gifts, on average size just over $100. So we’re not talking big philanthropy here. We’re talking the grassroots e-giving. Our data also indicates, but be, uh, about 1/4 of giving Tuesday. Donors are new and about 75% are consistent, so it’s an opportunity both to rally your supporters that you have already and also to engage new ones so that sense of experimentation is often around. How could we speak to people in a new way that really gets them engaged with our cause or our issue? It means playing with a lot of traditional assumptions. And what I see a lot of is sort of operating, making decisions based on quote unquote best practices. That might have been true 10 years ago, even five years ago. That simply aren’t true now. And so I think it’s a really good opportunity. Just start from the ground floor, right? If you if you didn’t thank you. If you thought you didn’t know anything about donorsearch gauge Mint or stewardship, what would be the things that you would try? WAY have over 80% of our participating non-profits report to us that they use the day to try something new. To me, that’s a big metric of success. Even if they don’t make their goals because trying something new, that sense of experimentation bye collaboration. I mean reaching out to other organizations to look at them as mission aligned collaborators rather than competitors, as we so often do. We see a lot of that around giving Tuesday, and it really requires taking a step out of your comfort zone. But the lessons learned from things like that and the new muscles being strengthened, our things that benefit and organization all year round. Once you once you learn new lessons, you can’t unlearn them. So we don’t think of giving Tuesdays. Just how much money can you raise on this one day? But really, how can you think differently about engaging people around your mission, right? Not just around your bottom line, but really reasoned that you are the reason that you exist. The thing that you were here, the tackle okay. And the sector has been talking a lot about for years about collaboration. I I’ve heard it Mawr in grants, funding applications, clap teamwork, collaboration with other non-profits. But you’re talking about it in the digital space. So it’s it’s it’s billing over From from what I thought was the genesis of it, which was foundations wanting to Seymour collaboration. Yeah, I mean, when I when I talk about the kind of collaboration I see on giving Tuesday as far more than digitally, you know, we see groups of arts and culture organizations, groups of immigrants, rights organizations, groups, of women’s health organizations are looking out for each other to try to really Coke create not just a fundraising campaign, but really a storytelling campaign and awareness raising campaign. So it becomes less about how much can we raise versus them? Where’s our logo gonna go? How much credit are we going to get? And much more about we all exist to tackle this same mission. How creative can we get in telling a story about why this cause is so important? So I draw a real distinction between transactional collaboration, which is much more along the lines of I’ll scratch your Back, you scratch mine and transformational collaboration, which really involved taking the strength of different organizations and, frankly, different people. Right, because all of this stuff is actually driven by human thought organizations and bringing them together to create something entirely new. So I’m very in favor of that latter part of that lot of definition of collaboration, which also carries, Let’s face it, more risk right in giving up some control over exactly what you’re going to do in the first roll over some of your data, things like that on DH. I’m very much of the mind, that kind of risk tolerance, something that we that we very much wanna build If I’m in an organization and I want to raise this with my vice president or my CEO, how do I start to get buy-in? I’m going to find something that e-giving tuesday dot or gets going to help me get some organizational buy-in or get some talking points that I consulted. Thing. Raise the conversation. I think you know, doing this accessible giving Tuesday campaign. First of all, it doesn’t have to be its resource intensive. So that’s one way to get buy-in, right. Any any good leader should be encouraging their employees and not just only their senior employees, but all of their employees to really think creatively and to try new things and have some tolerance for failure. So I think trying something new on giving Tuesday can can be a pretty light lift financially, and that’s one way Teo that’s one way to sell it. Pointing to the data is another way, right? This is This is something that’s raising people a lot of money that’s forcing people to think different organizationally. That’s become so much greater than just a fund-raising Day that you know the reasons to try it are ample, and the reasons not to are few. It’s not going to do If it doesn’t work, it doesn’t work. We’re not about every single person participating e-giving Tuesday. But I think if you do go on giving Tuesday website way, always say there’s no such thing as stealing and giving Tuesday. There’s only joyful replication, so we way absolutely encouraged people go online. Read the hundreds of case studies that you’ll find their fund-raising case studies non sun grazing case studies, collaborative case studies, community foundation case studies and go on and on and on corporate, You know, houses of worship and find something that works for someone else and try it so it should be an opportunity to innovate. It shouldn’t be crusher to innovate, right? People should feel a sense of, ah, a sense of adventure when they embark on getting to a campaign. And I think one of the reasons that giving Tuesday is so sticky for people I mean real people, regular people, not sector people is because it has a very celebratory overtone right e-giving Tuesday is not about morning. All of the weighty issues that we all have to deal with it out, celebrated in our ability to make an impact on them. And so if you see all the photos we have the privilege of seeing from all over the world, we’ll see over and over again. Is Thies peace with pictures of people together and looking really happy? So there’s something about this sort of communal right giving as a human community that is very sticky to people. And I think that organizations do the best when they leverage that fact. Can you share a story? I know I’m putting on the spot. One of the one of the collaborative stories. Maybe it’s ah, couple of medium size non-profits. Anything come to mind that you can share so we could take this out of the abstract? Sure, although I hate to do it just there are so many. But I will take a couple of examples and before you do that, I will also say along the lines of selling it internally. Okay. Another misconception about giving Tuesday is that big organizations like multi national you know, huge budget non-profits do better than small and medium sized non-profits, and that is emphatically not the case. In fact, small and medium sized non-profits tend to do better, then huge non-profits, and I’m I’m quite sure that the reason for that is first of all, those. Those small non-profits can often tell Justus compelling a story, but also they often have the ability to be more agile. They left weighted down by bureaucracy, so they’re often idea they’re often able to just sort of put an idea out there, give it a try without having to run it through multiple layers of approval. Rating is important. That’s important for people to know. So one example that comes to mind is there’s a small community foundations in a town called Bethel, Alaska, which has, if I’m not mistaken, 12 area non-profits. Now this town is is the administrative hub for a series of native Alaskan villages that surrounded It has won four way stop, and a few years ago, on employee at that community foundation, not even the most senior employees decided to do a collaborative effort that brought together all of vessels non-profit. And so they did a volunteer campaign where people stood outside of that four way stop all day in a sub xero temperatures, and they gathered donations from passing motorists talking about their area, non-profits and all of the good they do. And then they divided that money equally between those non-profits. So that was an entirely new model and also just amazing story of leadership. That young woman is entrepreneurial and she is creative, and she was able to, you know, put this game changing idea out there. And so the fact that that could be implemented in a town like vessel and also in let’s say, the entire state of Illinois or New York or Arkansas is exactly what we had in mind when we created giving Tuesday as an idea that could really be adapted to anyone or any town or anything or any cause. One collaborative story that I really loved. Tony. There was a group of women’s health organizations in Wisconsin that had always been competing against each other for donors. Ellers we see so often that’s pretty much the default in the sector. And instead of doing that, they decided Teo again do this collaborative campaign. It was not about their their individual P and l’s. That was not about their individual brands But that was about the mission that they were trying to serve collaboratively rights and sew up. That seems so obvious, but I think often mission can become subsumed to brand. So these these organizations were all trying to help women in various ways. They got a local tavern to devote space to them tohave an awareness raising party, basically and fundraiser. And then they had that they got a ton of people came and they again distributed the funds equally. We also see models where organizations will come together, do a collaborative storytelling campaign, and then fundez goto directly to the whatever organization people want to donate too. So it doesn’t have to be that sort of equal divvying up of the pot. It doesn’t have to be anything right. It could be whatever a group of organizations decides hyre to co create together on DH more entrepreneurial better. In my opinion, this is a thank you. These this excellent storytelling in news for our listeners because they’re in small and midsize non-profits and your your larger behemoth organizations are are going to be to your point. First of all, it’s going to be difficult. And then in the end. It’s probably gonna not be so successful anyway, even if they’re even if you can overcome hurdles in willingness to collaborate. But but the small organizations, they have that agility. You’re right. They’re not so deep. And they can. They can knock on the door of another local organization or one you know, many states away, but you know, digitally, they can come together. Um, that so very good news for our listeners. Yeah, you’re exactly right. And then a big priority for us here. Tony is going to be too, too very intentionally Try to create more of those kinds of coalitions, even at a global level. Like so, even seeing organizations that are devoted to social justice of various types coming together to form interconnected network. Because we’ve seen how incredibly useful and productive and inspiring that is among the networks that have already been created with e-giving Tuesday if you can imagine an idea being born in Taiwan and then being implemented in Tanzania within the same two weeks, fan, if we created more of those kinds of network, imagine how radically change and improve the sector. How do you encourage that that international part elaborations about your first question, you know, why does e-giving. Tuesday Nida Core leadership team? I think part of what we what we exist to do is to set a culture and a set of behavioral norms and expectations within the broader giving Tuesday community on a big part of those norms and expectations are that we are as generous within as we are without. So the philanthropic community is often far less still in profit, inside itself, right inside, inside the bubble and with with each other with our what should be our colleagues. Then we are out into the world. And so our network of global leaders, for example, are connected every day, every single day of the year, not just about giving Tuesday. They consider it an obligation to share good ideas and things that have worked with the others in that community, and they find joy and reward in seeing those ideas picked up by others. So there’s no sense of I’m going to do something that works, and then I’m going to afford that ideas so that it only works for me. There’s a sense of I want to see this popping up everywhere because it’s because it’s done so well, we just have a couple minutes left. What are you alluded to? Outdated best practices. Could you, uh, identify a couple of those? Take a couple of those off that you think we’re holding on to need mistakenly. Yeah, sure. And, you know, I’m sure people will be very annoyed with me, but, uh, so one would be the conflict of donor fatigue. I think what I’ve seen, you know, from my observation and from the analysis that we’ve done of the data that we have available to us, donor-centric has become more of an excuse then a fact within the sector. Right? So you don’t see the corporate world worrying that it’s selling too hard. You don’t see the corporate thing that they’re making. They’re asking people to buy and buy again and by again, Right. But you do see that same worry in the sector that we’re over asking that people give. But then they get tired of giving quite on the contrary, our our observation and our own analysis find much more than generous. People are generous. They give over and over again. And they gave in multiple ways. And so you know when you look at giving Tuesday 2017 right? What you saw was ah, fall. That was a series of basically terrible things happening. There was a Hurricane Maria. There was Hurricane Harvey, that was, you know, any number of a natural disasters and people were giving after each one of those. And then they gave again in record amounts on giving Tuesday. So we do see some disturbing trends of e-giving going down. But we do see also these really hopeful trends of generous people giving and giving in multiple ways. The second outdated idea I think that I would raise is this idea that people give either in one way or another. So the way that that worry is currently manifesting in the sector is Oh, my gosh, people are giving so much to their neighbours kapin surgery on an individual cat with a crowd funding site that they’re not going to give anymore to non-profits. That seems to be a kind of logical reasoning, but we don’t see it and we don’t find it in our own numbers. On the contrary, what we’ve found is that he who gives the surgery are more likely to get non-profits because they are generous people and generous people give and they give in multiple ways. So I think, you know, back to your reference to new power everything has changed about the way that people engaged about the way that people communicate and about the way that people care about causes. And we need to pay such close attention to those huge ground 12 and tidal shifts so that we know what’s actually happening and react accordingly rather than do things based on the way people communicated and connected and engage her causes back in the day. All right? Or should we have to leave it there? That’s perfect. Thank you so much. Uh, so welcome. Thank you. Pleasure and perfect timing. Asha. Caryn. See, People think this all happens, but this is all planned out. This show was produced, for God’s sake Current. She’s CEO e-giving Tuesday doing that full time. Starting July 1st, you’ll find her at Radio Free Russia and you’ll find giving Tuesday and all the resources and the tool kit everything she’s talking about at e-giving tuesday dot or GE And I love seeing female CEOs. So congratulations again. And Asha, Thank you. Very much look forward to having you back in October. Thanks, Tony. And I do buy. Wonderful. We need to take a break. Wagner, CPS. They’re accountants, for God’s sake. You know what they do? Do you need one? Do you need help with your 9 90? Do you need a review of your books? And maybe it’s not a full audit? Um, you know who to talk to. It’s you goto wagner cps dot com to start, and then you talk to the partner. You eat each tomb who’s been a guest of times two or three on DH. He will tell you honestly whether brechner is appropriate for what your accounting needs are. So it started at Wagner cpas dot com. Now time for Tony’s take to summertime is planned. Giving planning time. I think this is an ideal time to give thought to either moving your game up in plan giving or um, for lots of small and midsize shops. It might be starting your plans giving program, which I’m always evangelizing and advocating for summertime is good time for planning. You can get your CEO tto take your proposal on the beach with her or read it on the plane. It’s a little slower time. I mean, it’s not dead. That was, I think that’s sort of outdated, you know, summertime dead time, but you have a little slower time. You can give thought to what you want to do, what you want to pitch to get your plan giving program started. And, of course, I advocate always starting with simple charitable bequests. The marketing and promotion of GIF ts by will so use summer time so you can rule out in the fall. Or maybe it’s a January rollout. But use this time to, ah, to advantage for planned e-giving planning and is more about that in my video, which is at tony martignetti dot com. And that is Tony’s Take you. Now let’s talk about Candid Sam. We have a guest. They are Jacob Harold. He’s executive vice president of Candid, the Data Platform for Civil society. He was president and CEO of guide Star. Jacob has worked at the Hewlett Foundation, the Bridge Span Group, the Packard Foundation, Rainforest Action Network and Greenpeace Yusa. He’s at Jacob. See, Harold, I hope we find out with C. C. Is for and candid is that candid dot or GE and www dot candid dot or GE and also a way of Brad Smith. He’s the president of Candid. He was president of the Foundation Center. He’s been at the Oak Foundation in Geneva and the Ford Foundation. He’s on the board of the Tinker Foundation and the advisory board of the United Nations Trust Fund for Human Security. Gentlemen, welcome to non-profit radio. Welcome back to both of you. Got to be here. Yeah. Great feedback. Thank you. Thank you. Brad. Uh, Harold Jay Jacobs. I’m sorry, Jacob. What’s the What’s the C for in your middle name? What’s your middle name? The C is for Christopher, my eldest uncle. Okay, Jacob. Christopher. Harold. But he’s just at Jacob. See Harold. Ah. All right. Um, I feel like we should start with Brad, the president of Candid. This all this all emerged in February of this year. Uh, what’s going on? A candid bread. Well, first of all, yes, it emerged as a 1st February 1st, but it’s been a decade in the making. The original conversations about this actually started in shortly after the recession in two thousand 9 2000 Can, uh, we started a series of deliberate conversations between the CEOs of both organizations at that time was Bob latto Huff from Guide Star, and we began to see a week collaborate together, commissioned a study into 2012 in-kind consultants to make the case for to bring the two organizations together at that time. The advice. That’s not so fast, but here’s what you can do to collaborate. We did that. We learned a lot about each other, establish a lot of trust among our teams and brought back to consultants in 2017 to take another look. This time they said, full speed ahead. Go for it. So 2018 we we barton long process involving both boards, uh, to do the pre work toe. Actually bring the two organizations together and we inked the deal on January 31st and launch Candid January February 1st on What? Why the name Candid? Yeah, that’s a lot of people ask that question. Which is good, right? I mean, that’s what the name should D’oh! Okay, we didn’t want to call the organization buy-in Foundation Center because, well, that would not be that wouldn’t that wouldn’t have been fair to guide Star That would not have been fairly crowdster. So exactly one. What the foundation center did already wasn’t really captured adequately by the name. GuideStar, in a sense, might not have been fair to foundation center, but would really drove. It wasn’t external professional branding process, that consultant. They did a survey of the staff and surveys stakeholders and the South overwhelmingly decided We need a new name going to leave the past behind and be an organization for the future. And we began to look around at all the names out there in philanthropy, and they’re all the centre for this center. For that, they’re all effective. They’re all sort of similar, and they started to throw at us one word names and the one they threw out there, which he sort of corrects our heads and candid. I was the one that ended up sticking for a lot of reasons. One, because it’s a really word that one was made in. The last words I write to it actually evokes the history of both organizations and our approach to information, which is to be candid about the real information about the sector to really show the sector as it is. So the people in the sector can can do good and make the world a good as it could be. Um, see, So Jacob what? What is the the advantage for non-profits? Our audience is small and midsize shops. How will they benefit from the new from candid? Well, you know, for the first year, you know, from the perspective of a small to midsize non-profit, not a latto current change. Both of the parent organizations programs are continuing, and we’re trying to strengthen them. But over the long term, we think that together we’re going to be able to serve the field as a hole in I’m totally new ways, and I’ll mention a couple. One is to provide a multidemensional view of the work of trying to create social good. What’s happened in the past. We’ve had these fragmented databases grant information over here, information about non-profits over their information about social indicators in 1/3 place, and we believe with databases and resource is and networks of the two parent organizations, GuideStar in Foundation Center. That candid can offer that full of you. Um and that’s gonna be important for small non-profits that don’t have the resource is to constantly hyre consultants to God and do a ton of research or don’t necessarily have the network’s toe have connections, too. The biggest foundations or, you know, the partners that might allow them to do more together. Um, and we also think that the set of resource is that the two organizations provided, um, can be presented in a way that’s just easier for non-profits access organized in a way that that really brings to the top. What’s most important? That’s one thing. The next thing is that by bringing the two organizations networks together, we think we can begin to weave together many of the different fragmented activities around the field. And for a small to medium sized non-profit, the most concrete example is filling out a proposal for foundation funding. But right now, if you were applying to 10 foundations, you’re probably filling out 10 proposals that are all different from each other but are actually asking a lot of the same questions on. And there’s a ton of waste in that process. And not only is their waist i’ma non-profit side, it makes it harder for foundation’s tto. Learn and compare with their peers. And when you look at the networks that Guide Star brings with some of the major technology platforms Google, Facebook, Amazon or major national donor advised funds. Fidelity, Vanguard, Schwab. And then you look at the network that foundation center has with local partners all around the country and indeed, all around the world, hundreds of them where their actual training’s actual relationships. You have a combination of bricks and clicks of a cyber network and human network that we think it’s really powerful. And so we believe that together we’re going to be positioned to begin to establish some common systems of how information flows around the social sector, not making judgments about one organization versus another, but just creating some efficiency in how people learn and how they share their story as an organization. Will we be seeing new new new tools and databases and similar to the Teo well, the foundation directory or the 9 90 offerings that Guide Star has? Will What what’s What’s plan? So right now we’re going through a process of trying to really understand each other’s tools in a much deeper way. Um, we certainly both parent organizations knew the other organizations core tools. We didn’t know him from the inside. So we’re going through that process right now. All of that functionality needs to continue because the ability to find a foundation or I learned about a non-profits programmatic objectives is going to continue R sort of medium term opportunities begin to weave them together so that we can, in one interface, begin to see how these different types of information interact. Um, there are some brand new products that we’re looking at. I’ll give one example is give lists, which are lists of non-profits recommended by experts or that reflect the portfolio of giving of a given foundation. There a number of other ways to generate them. Um, and that’s a tool that we’re that we’re working on right now. But the truth is, right then we have a lot of separate tools. What’s most important is to create a user experience that’s easy for people, and that helps them do their jobs better. So that may mean overtime, just like in the this combination of two organizations that we built that we blend together some of those tools, but keep the core functionality just make it easier to use. Tony, I think it’s, you know, it’s important. Both organizations have you No one through the the Syrians of you, you tell them I work in foundations dunaj, murcott, GuideStar. And usually they know you were sort of one thing. Like I’d say, Oh, yeah, I get nine nineties there or, uh, foundations that are in your foundation director online. Individually, we do so much more than that. So it’s taking all that so Muchmore putting it together, focusing and making much more tighter building synergies between the existing products and services, then building some new ones on top of that. But most important is making it really easy and clear for the user howto access. Exactly what that non-profit Exactly what that foundation social entrepreneur individual donor needs to do what they want to do in the world. Yeah, Andi, I’m glad you mentioned individual donor. This is Guide Star has been a wonderful, important resource. I think 10,000,000 users last year, Jacob. So this is all coming together for individual donors, too. So it’s so it’s ah, holistic in that in that respect that it’s it’s all elements of the community as well as people who are supporting it. A cz well as institutions that are supporting it. Yeah, way talk. You know, we sort of all state non-profit sexually say philantech sector. I think we’re all struggling for exactly what you call the sector. I mean, sometimes I hear it candid. We’ve been, you know, talking about the social sector. Because in today’s world, you have non-profit. You have individual givers. You have social entrepreneurs. You have be corpse. You have corporate social mance ability. You have a mission or impact investing. You have a lot of different kinds of organizations and individuals. They’re using a lot of different mechanism to create good in the world. And that is something that we feel as a combined organization. We can capture and synthesize and put out a really powerful way. All right, we’re going to take We’re gonna take our last break standby text to give. They’re five part email. Many course dispels myths around mobile giving. Earlier, Asher was dispelling myths around fund-raising. These do not mobile. Giving these these gifts do not have to be small gift. They could be in the hundreds. They don’t need to go through the donors phone company. That’s one way of doing it, but you don’t have to do it that way. And phone companies typically put a cap on these gifts. That’s why the misconception that they have to be small double digit gifts to get the email. Many course from text to give you text. NPR November Papa Romeo to 444999 I want to do the live listener love and and there is a lot of it. We’ve just going to go down the list of alternating between abroad and domestic. Young San Young, San Korea, Korea On your haserot comes a ham Nida Live listener loved their Henderson, Nevada, Tampa, Florida New Bern, North Carolina. Special, of course. Teo New Bern. Close to where I live, Washington, DC Reid City, Michigan. San Francisco, California. Brighton, Massachusetts. And Hanoi, Vietnam. Sand Salvador, El Salvador. I think that’s new. San Salvador. Welcome. Live love to you, Palestine. We can’t see specific region. We just know there’s a listener in Palestine, New York, New York. We have multiple and Brooklyn New York. Where’s Bronx? Queens? Staten Island. They’re not checking in today. Uh, but that’s all right. We’ve got Manhattan and Brooklyn live love to each of our ah, live love goes out to each of our live listeners. And, of course, the podcast Pleasantries toe are over 13,000 listeners in small and midsize non-profits, where they’re an executive director, fundraiser boardmember consultant to non-profits. That’s sort of the declining proportion that you each bear to our audience. The pleasantries air with you. I’m glad that you’re listening on the on the time shift in the podcast when it fits into your schedule. So glad that you’re with us. Pleasantries to our podcast listeners. We have, Ah, we have but loads more time, actually. For for Candid with Jacob Christopher, Harold on Brad Smith, Bradley Case Smith Don’t be formal. Let’s see well, some of the materials from Promise that Candid will further increase transparency and collaboration. Nasha and I were just talking about collaboration around giving Tuesday. Brad, how is this? How is candid going toe foster collaboration among entities within within our community? Well, you know, if you start to think about it, the two most important things to know if you’re going to collaborate our first of all sort of the lay of the land who is doing what? Where let’s say you’re under certain charter schools, you’re interested in animal rescue. You’re sitting human rights, whatever you need to know, and for a specific geography where you wantto work, who’s already working there and where the resources are flowing. And then the second thing you want to know is, Well, what to those that are already working on this issue? Know about it. If you don’t know those two things, you’re you’re likely to put your money where you can see they’re not needed or it won’t be effective. And if you don’t really know what people have already learned, you’re basically gonna be recreating the wheel. So with the vast resource is that both organizations bring to the table of candid, we’re going to be able to actually for geography issues and causes. So you, who’s doing the work on the ground? The different flows of money that air coming metoo support that work where there’s probably more money than I should be going where there’s not enough money and when there’s no money at all, and also by by capturing the outcomes and output to these organizations through our profile program, the research and evaluations and case studies who are issue lab resource. We’re also going to be able to tell you what’s working and what’s not. So you could really hit the ground running and figure out who the best partners are for you work. You know, the lack of collaboration in our sector in our sector is what keeps it from being more than the sum of its parts of the world. Needed to be more than the sum of its parts. You can pull all this all this together breath. We can pull it together. We’re already putting together quite a bit of it, obviously. You know, for some, geography is more difficult than the other. And we have global ambitions. We already have a lot of global relationship, do a lot of global work. Obviously, no one’s ever going to be comprehensive for the entire world. We have a really good shot at being pretty close to a conference on a lot of this information in the US. Okay. Okay. Uh, and of course takes time to develop this with the expertise and the data. The data gathering are, um oh, and and I apologize. Uh, your Bradford Smith, not Bradley got that wrong for that that happens all the time, But most people just call me Brad. I know. Well, that’s what I’m doing. But you could’ve corrected me. I would have been offended. Redford Cat. Okay, um, now I see lots of offices. Um, are those the old those of the foundation Centre offices in New York? Williamsburg, Virginia, Washington, DC, San Francisco, etcetera. Those those foundation centre offices? No, they’re actually have both offices. We had overlap in way have overlap in Washington, D C. And in the Bay Area. And we’re consolidating those into single offices in both places. And the other locations are either foundation center locations or, in the case of Williamsburg, where guys start has the bulk of its tech and customer support step. Okay. Okay. Um, Jacob, I wouldn’t ask you last time you were on several years ago, it was talking about the the overhead myth letter that you and I, Ken Berger and Art Taylor had signed as a CEO’s of ah, Charity Navigator and the Better Business Bureau. Wise giving alliance. Do you feel like way overcome that now? Are we gotten past the the anxiety that was Experian that donors were experiencing about overhead and the overweighted focus that some donors were putting on overhead. Are we past that now? I wish I could say we were, um so I don’t think so. I do think, though, in the last few years we’ve made some real progress. At least the nature of the conversation I hear within the sector has completely transformed the assumptions that non-profit leaders are making the way that some of the data platforms talk about and share information. Even the way the journalists address these issues, I think has shifted. But I think we have a long way to go to really have that message get into the minds of donors we keep in mind just in the U. S. We’re talking about 100,000,000 people. Um and we have decades of having reinforced this this false idea that the administrative cost ratio was a proxy for the quality of Ah non-profit. So I’m hopeful, but I also recognize it’s gonna take a while and a few other things that are going to be necessary if we’re going to get to that future where donors are really paying attention to results in potential and not an inappropriate accounting ratio And the most important thing is for non-profits to proactively offer an alternative to say I don’t want to be held accountable by this accounting ratio. I want to be held accountable according to results against my mission. And I define that as X, y and Z, and I really does put the onus on non-profits to articulate whatever numbers they think makes sense for their strategy in their mission. Um, and this is something that I think that candid will be especially well positioned to facilitate. We’ve already had 71,000 non-profits achieved transparency seal on Guide Star, which is now part of the Candid Portfolio, with many, many thousands of those providing specific quantitative, programmatic metrics that we can focus on instead of looking at, um at the administrative cost ratio and then, increasingly, some of our platform partners. He’s, you know, big technology companies in Silicon Valley and elsewhere are really thinking about how they might be able to help distribute that information as well. So I see a path to a future where the overhead myth is truly dead. But I think we still have a ways to go. All right, Jacob. Any any bitterness that that Brad is the CEO on your the executive vice president. Any lingering bitterness there? I mean, of course. Of course not. You know, Brad and I have known each other for a decade on, and we we have a pretty good sense of our strengths and weaknesses. And, you know, I think we both think that the two of us can each play important leads in this new organization, but that you need to have a division of labor on DSO. Brad is the chief executive. He’s leading the organization, and my primary task is to really think through the long term vision and strategy for candidate. We’re calling it candid 2030. Um, we’re really trying to think about big technology trends, big social trends and how those match up with our current capabilities, what we need to build, what we could accomplish over the next decade. So a lot of my attention is on that. But on that long term, um, and that’s really only possible, because I can count on Brad as he, you know, make sure that candid as an institution is coming together and, you know, becoming the institution. It we think it could be. All right, Brad, we still have a couple minutes left together. What else you want us to know about? Candid. That I haven’t asked you. Well, first of all, just, you know, a few things we learned from this. I mean, I think there’s a lot of interest in organizations in the nonprofit sector emerging, combining, working together. There’s a sense sometimes that there’s too much duplication. What organization doesn’t know what the other one’s doing and a lot of people are sort of seeing this is is really kind of an inspirational story because first of all, the idea came from us. I was a thunder for years. Jake, You know, I worked at a Ford Foundation Jacob murcott Hewlett Foundation and we, we, you know, probably presided over our share of shotgun weddings right where we basically used grants to tell non-profits they needed to work together or submerged. And those seldom really are successful. I think one of the keys to success of this is inspiration really came from the two organizations. The second thing is the thinking of Jacob mentioned taking up have known each other in a lot of different roles. They could was my program officer right When I was foundation center, he came and he did his first White Glove inspection tour, a cz, the program officer from the Hewlett Foundation to see if we’re worthy of continued support. Now we’re working together in this relationship, but that really establishes a foundation. The third thing is, the we learned to work together is organizations are tech. Teams are marketing our sales different kinds of teams through specific confidence building projects. Before we decided latto actually combine the two and then the last is the role of incredibly strong, dedicated board that you asked the question about you know who the CEO is. All those things were negotiated early on by the board, Um, and they had to master an enormous amount of information about the both organizations in order to go through those negotiations and did a fantastic job. So there’s a whole back story to this. What I think has a lot to learn from in terms of how these things work in the future for the sector. I like the idea that you’re you’re walking the walk in terms of merger and collaboration, Jacob, we have we have about two minutes left. Anything you know, you’d like to like to add? You sure? You know, I think it’d be good to just talk about division of Labor for the field as a whole. Um, and you know that a meeting a few days ago with a number of partner organizations, and we’re we’re talking about the need to figure out where and when do we defer to each other? Um, and that there are lots of topics where candidates Not the expert, um, say board governance of non-profits. And we want to defer to our partners at board source on that, um, we may have something Teo bring, but we we recognize that they’re playing a role, and we want to support that. And similarly, we hope that the field will look at us and say when it comes to questions of organizing data, which often can be really boring. But it turns out a really important. We hope that the field will embrace, um, things like data standards that we propose and know that if we are suggesting that these air the 10 questions we need to ask about a particular topic that we put a lot of thought into figuring that out and that we hope others will adopt that language. And the flip side of that is that that puts the onus on candid to really be accountable to the field and to really listen to the field and to ensure that the voices of those who are impacted by our decisions are heard and those voices are folded into the decisions we’re making. So we really do hope that the field will help us succeed, Um, by adopting some of the standards and tools that we’re putting forward. Um, and we also hope that the field expresses what it needs so that we can listen to make sure that we make the best choices possible. Alright, Tony, your international listeners heard there’s quite a few out there We are. We’ll have more and more information of that kind would be talking about tonight, um, from around the world, Southeast Asia, South Asia, Africa, Europe, Latin America. We have strong partnerships. We’re going to develop more, and it’s an important part of the future because, you know, this is a a increasingly globalized world we live in and are the information we provide. You have to take account of that. All right, that’s Bradford Case Smith. He’s the president of Candid. Andi with him. Jake of Christopher Harold, executive vice president of Candid. You find Jacob at Jacob. See Harold and Candid is at candid dot or GE and www dot candid dot org’s Gentlemen. Thank you very much. Thank you. Thank you. Alright, pleasure. Good luck and good luck. Okay. Next week, we’re gonna have more smart tech gift guests from 19 and t. C. If you missed any part of today’s show, I beseech you find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits, Data driven and technology enabled Tony dahna slash Pursuant by Wagner SEPA is guiding you beyond the numbers wagner, cps dot com and by text to give mobile donations made easy text npr to 444 999 Our creative producer is Claire Meyerhoff. Sam Label, which is a line producer, shows social media is by Susan Chavez. Mark Silverman is our web guy. And this cool music is by Scott Stein You with me next week for non-profit radio big non-profit ideas for the other 95% go out and be great oppcoll. You’re listening to the Talking alternative network. Good. You are listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in sometime potentially ater. 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