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Nonprofit Radio for April 6, 2026: Consider The Human Factors & A Conversation With The NTEN CEO

 

Rubin Singh: Consider The Human Factors

We launch our coverage of the 2026 Nonprofit Technology Conference with an NTC perennial: Rubin Singh. This year, he asks you to consider the human side of tech that impacts your CRM, and really, all technology: governance; business processes; inclusive design; and, change management. Rubin is CEO of OneTenth Consulting.

 

Amy Sample Ward: A Conversation With The NTEN CEO

NTEN hosts the Nonprofit Technology Conference. NTEN’s CEO, Amy Sample Ward, is also Nonprofit Radio’s technology contributor. They join us to share about the people and place of 26NTC. What does the host CEO do to prepare for a major annual conference?

 

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And 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. Oh, I’m glad you’re with us. I’d be hit with delusional parasitosis if you infested me with the idea that you missed this week’s show. Here’s our associate producer, Kate, to give you the highlights. Hey Tony, we have consider the human factors. We launch our coverage of the 2026 nonprofit Technology conference with an NTC perennial, Ruben Singh. This year, he asks you to consider the human side of tech that impacts your CRM and really all technology, governance, business processes, inclusive design, and change management. Ruben is CEO of 1/10 Consulting. Then A conversation with the N10 CEO. N10 hosts the nonprofit technology conference. N10’s CEO Amy Sample Ward is also nonprofit radio’s technology contributor. They join us to share about the people and place of 26 NTC. What does the host CEO do to prepare for a major annual conference? On Tony’s take 2. Tales from the gym. Sourdough from Kim. Here is, consider the human factors. Hello and welcome to Tony Martignetti nonprofit Radio coverage of 26 NTC. That’s the 2026 nonprofit Technology Conference. We are kicking off our 26 NTC coverage with this interview. Everybody’s gathered in Detroit, Michigan, this incredibly savvy, smart tech community. And we’re beginning with Ruben Singh. Ruben is CEO at 1/10 Consulting. Ruben, welcome to nonprofit radio coverage of 26 NTC. Thanks for having me, Tony. It’s a real pleasure kicking off. You’re our first one, first one of the year. Excited to be here. It’s a real privilege. My pleasure too. Thank you. You’re a perennial. I don’t know, 3 years running, 4 years at least, at least, yeah, yeah, yeah. I always enjoy the conversations. Um, thank you. I do, I do as well. Um, just give us an. Overview of the the the topic your your session topic is beyond the technology, the human factors, the human factors driving nonprofit CRM success. Give us an overview. What, what are we confounding between tech and human factors? Sure, sure, um, yeah, thanks for asking. That’s why I really love being here at uh. Um, at NTC because, uh, I spent a lot of time throughout the year, uh, going to other different conferences that focus so much on products, um, on, on newest innovations and, uh, newest technology, and, uh, this conference really gives us the opportunity to step back and say, you know, what makes the technology successful, and in my 20 plus years of consulting experience it actually has very little to do with the technology. Itself it has to do with all the things that are surrounding it in my opinion, yeah, yeah, yeah, I mean the, the technology is out there, um, everyone’s, you know, all, all vendors are really, um, doing as best they can to make sure they’re, they’re aligned with, uh, the needs of the community, but, um, that in itself doesn’t make success, so that’s kind of what I’m hoping to, to touch on this week. OK, sounds very good. Yeah, thank you. That’s a great overview. Uh, you can, you can grab, yep, grab his mic and. So what are some of these, uh, Amy also we might wanna be sensitive. I’m not sure about if the PA is a little too loud. I’m not sure it might be. We’ll take care of that. What are some of these human factors that you think are influencing CRM success? Sure, um, there’s gonna be about 5 or so that I’m gonna cover in my talk, um, but I can surely, uh, chat about some of those here. I, I, the first and foremost is really clarity of purpose. Um, what is it that we’re trying to achieve with the system? Um, oftentimes, uh, organizations will reach out to us and say, hey, you know, we, we need Salesforce, uh, and then I might ask them, uh, you know, what is it that, what, what is it that drove you to that decision, or, you know, what business problem are you trying to solve, and there’s not always answers for that, um, or the answers are very different depending on the different folks that you speak with, and, um, you know, it’s, it’s very easy, especially when, you know, you as a consultant to wanna jump in and problem solve and, all right, let’s build. Um, but, uh, you know, as I’ve learned through my career, uh, you, you really need to start with that strategy first, um, so that’s a, a, a, a key point of, of clarity of purpose, you know, what is it that we’re trying to achieve? Are, are we all on the same page of what we’re trying to achieve? Are there potentially different goals? Is it, you know, that we want to increase fundraising? We want to, uh, you know, we wanna be able to measure our. Impact better of our programs we want to be able to tell our story better. Is it, is it all of the above, um, all, all of these things ultimately need to be defined so we know how to, to, you know, uh, chart a path forward. I feel like some of this may be simplicity too isn’t, I think it’s simpler, although taking on a CRM change is not, is not simple, but. Is it, is it easier from an institutional perspective to say, you know, it’s a tech we need tech we needs Salesforce and we need versus being more introspective about our human our our our our human influences over technology? Absolutely Tony I think you you you hit the nail on the head there. I think it’s uh. Uh, oftentimes I’m brought in for what is said, hey, we, we need to solve this technology problem. We need to migrate to this new system or we need to upgrade here. And as I start having conversations and peeling back layers of the onion, I realized, goodness, this, uh, this is not a technology problem at all, um, or, or a very small part of it is technology. Um, there’s, um, you know, and, and I would say that, um, we, we often as a consulting practice, um, get brought into. Uh, organizations that have had a system for a very long time or they may have had an implementation that didn’t go very well, and when we look at the system itself, um, it, it’s almost, it is a reflection of the organization as well. It’s, it’s like we could see what your operational model is just by looking at your system. If it’s, if it’s very siloed and the data is very, you know, walled off, well, you know, it, it’s probably how you operate as an organization. Um, you know, every, everybody kind of doing their own things without a whole lot of synergy or a whole lot of, uh, ways to, to, um, work with each other towards a shared goal. Um, if data is, um, not really, really maintained very well, there’s not a lot of good data integrity, well, that probably reflects about, you know, how, how much or how little you value your data. Um, there’s so much that we can learn, you know, by seeing how the systems are and, and to your point. It takes that introspection and um it is much easier to just build and to be fair because then we can jump into a we can jump into it now we’ve got these 18 month project and just take a life of its own and we can ignore we can ignore we can ignore it the issue, the human issues and the culture issues that that we’re suffering through. Yes, and, and if I can, you know, if I’m being truly honest here, um, I will be honest it’s a safe space here. Um, we, uh, vendors, product vendors and consultants, uh, like myself, we don’t, we don’t necessarily make it easier, you know, we, we’re also like, oh, you know, if you’re not jumping on AI right now, you’re behind, or, uh, you know, if you’re not taking advantage of the latest product, oh gosh, where are you, you know, so I think, you know, we, we play a role in some of that as well, um, and so I really, uh, respect those organizations and, and especially those leaders within those organizations. who have that introspection and humility to say, you know what, before we jump into this, um, we need to make sure, uh, we’re aligned and, you know, our data is right and we’re, uh, you know, we have, uh, similar ideas in terms of strategy. We’ve cleaned up some of our processes. Otherwise what we’re doing is we’re spending those 18 months building something that ultimately won’t be used, um, and really, uh, hurts the bottom line of the organization and the impact they’re trying to deliver. How do you help clients? Make the pivot from we need the we need the tech solution to. We need to look introspectively at our, our human factors. Good question. And it honestly it doesn’t take much, um, you know, I, I, one thing I, I tried to insist on in our projects and try to build it into the, into the budgets is at, at bare minimum of, of what I call a visioning session where if nothing else we get leaders, managers, some, uh, you know, folks who are using the system in the front line. Get them together and be able to have a simple conversation about what exactly are the goals. Who are you as an organization? What are you trying to accomplish? What are those metrics that, that can tell you that you have or have not accomplished it? Um, what’s your vision of how a CRM system or your technology is going to help you achieve those things? Really just these 5 or 6 questions, um. I will get a good uh idea of how uh aligned they are and then you know when you ask those questions and everybody in the room has a different answer, that’s when they realize oh OK we’re not ready to jump right in um there are cases where everybody is aligned OK well then we can we can move a little bit faster and start talking about requirements and design, um, but I would say majority of the time with nonprofits, you know, trying to juggle as much as they have to in, in very unprecedented times. Um, it is, uh, it’s really, uh, that, that, that sort of initial conversation, um, is usually what makes folks realize, oh, we really need to step back and do this right. I’m wondering, has this cost you clients where, where, you know, they, they realize they’re not ready for the kinds of solutions and the kind of work that you bring? Um, it, it, it, it did early on, it did early on, early on I would say, you know, that they would come to us and say, hey, you know, we were referred to you, or, you know, can you implement this, and, and, and I like to step back. OK, well, we’ll find somebody else then. Um, oftentimes I’ll, I’ll actually refer them to somebody else. Like I, I, I don’t want to, I’m not in the business of, of, uh, wasting nonprofits money, um, or, or setting them up for failure. So, um, there’s, uh, but I would say as, as I’ve gotten further in my career and, you know, um, have shared a little bit, you know, the success story. That we’ve had with this approach, it’s, it’s actually, you know, we’re starting to see some nonprofits, uh, uh, reach out to us for this. They, they know that they, they need someone and, and they also don’t necessarily wanna bring in a different strategy consultant because they don’t want to have someone who is so disconnected from the technology, um, so they like to have someone who understands the technology, understands the technology roadmap, but doesn’t start there. Um, so I would say it’s, it’s actually, um, it, you know, at the beginning, it, it was tough at first trying to, to convince folks that this is the right way, but now folks are looking for it. Yeah, you and I have talked in the past about inclusive design. Let, let’s talk some about the, again, remind folks the, the value of that and, and how that plays into the, the human factors that are going to influence our, our CRM success. Absolutely, thank, thank you for asking. It’s, it’s not a question I get asked enough, so I appreciate that. We’ve talked at length about it. Yeah, well, I appreciate it. You, you always make sure that we include this as part of it, as part of the conversation. I, I love that, um. It’s, uh, uh, it’s, it’s definitely one of the factors, one of the 5 factors that I’m gonna be speaking about today later on, um, yeah, it’s, it’s, it’s really just asking ourselves, uh, when we build systems, uh, as I mentioned, it is a reflection of the organization, it is a reflection of the organization’s values, so we have to ask ourselves who, who, who is at the table making these decisions about how the system is gonna be built, um, and who is not at the table, um, if and who is not at the table, you know, what can we do to get some form of representation to make sure that their voice is heard. Um, oftentimes I’ll go into an organization and, you know, IT will, will, will be sitting with me and say, OK, let’s get into requirements and design, and that’s why I always, you know, say, OK, well, we can, we can talk about this, but ultimately we’re gonna need to talk with the folks who are gonna be using the system day in and day out. Um, or some organizations even a step better, say, OK, well, you know, here’s our super users, and I’ll, and I’ll say, great, you know, I’m happy to talk to the super users who love, you know, the technology, who love CRM. I also wanna talk to people who hate, who hate it, who are uncomfortable with it, who are reluctant, who are resistant, even. We wanna talk to everybody. We wanna talk to people of different demographic, different lived experience, the, the, the more, the more, uh, perspectives we can get. Um, it is gonna help us build a system that’s really designed for everyone, um, so, so I, I, I do believe that and I think also we’re in a time now where, um, we have to be mindful about the data that we capture, um. You know, we, uh, only maybe 10 years ago everyone was talking about big data and collecting as much data as possible so we can do all kinds of, uh, analysis and such and, and patterns and visualizations, um, where I think the nonprofit community is being a little bit more intentional, needs to be more thoughtful about the data that we capture and the data that we decide, hey, this is not, not good or not safe to, to keep in our system. Um, so, you know, these perspectives don’t really come up unless there’s people in the room who are thinking about it, um, so that’s where the inclusive design part comes in, uh, is really making sure we have, uh, as many perspectives at the table, so we have a system that’s really designed for everyone, and we’re being mindful and intentional that, you know, in the data that we capture, the processes that we build, that we’re really. Keeping our communities in mind that we’re serving and and not potentially creating harm, you, uh, you alluded to the principles. I think you’ve got 5 principles of, of, uh, for successful CRM implementation. What can you just tick off those 5, um, clarity of purposes, as I mentioned, the inclusive design is another governance is a 3rd. Um, uh, leadership and leadership growth in the process is, is, is a 4th, um, and the 5th, uh, is, uh, uh, the, the human factors, uh, sorry, the, the emotional, social, emotional aspects of, of moving to a new system, and that’s where I’ll speak a little bit towards, you know, really just understanding that for some folks, uh, moving to a new system, it’s, it’s more than just. Just a technology change, it is really changing your way of life, especially for, you know, I, I work with gift processors who’ve been doing, you know, this, this, this job, um, where they really ensure every gift is, is, uh, entered and processed and coded correctly. Some of these folks have been doing this for 1015 years, um, and it could be a thankless job, and, um, you know, everybody wants them to move quicker, move faster. Um, and, and so I, I, you know, spending time with folks, um, in those roles have just made me realize that this is more than just a software change. Um, it’s really their livelihood, it’s their, it’s the way they do their work, it’s, it’s what they feel comfortable with every, every day, so we have to be thoughtful and intentional in the way that we, um, bring change in those situations. How about the governance role? What, what’s the, what. You’re you’re thinking there, yeah, on the governance side, um, it’s, it’s sometimes one of the hardest things to, to get, uh, folks on board for, but it’s to me it’s one of the most critical things. It’s, uh, you know, when we, when we roll out a new system, it is, it is, we try to make it as perfect as possible, but it’s only good for that moment in time. Um, organizations will evolve. They will change. Their needs will change. New programs come, new programs go. The, the, the social political climate changes, um, and the system needs to evolve with it. And that’s one of the things that I’ve seen when we, when we see how CRM or why CRM systems failed. In my opinion, this is one of the biggest reasons, um, because the, there’s no structure in place to ensure that the system is evolving along with the, uh, with the organization. So when I say governance, I’m talking specifically about a committee, a council, call it what you want, of a cross-functional group of uh folks across the organization, some leadership, some frontline staffs, everything in between. Um, making sure every department is, uh, or business unit is represented in this council, and they’re actually the ones who own the system. It’s not IT. It’s not consultants. It’s not any particular vendor. It is really this governance council that ultimately makes the decisions on, on what gets prioritized, how the system will evolve, what integrations are in place. Um, they don’t have to be technical, you know, that’s where. You know, consultants or IT come in to help implement and execute, but the ultimate decisions are really made by this, uh, governance committee in itself, and I could see how that would bleed into leadership, another one of your five principles you need leadership to create this governance council to make it real and not a, you know, a facade, right, right? And you’re saying and that yeah, and, and the buy-in that the governance council owns the. Owns the system. IT is a support absolute IT is support. So but leadership. I was, I was encouraging you to talk something about the leadership role. Yeah, absolutely, and I think that, um, and, and it’s critical because, uh, we work with some organizations right now who’ve who’ve taken our advice. They’ve created this data governance council, but it’s tough because let’s take an example, um, you know, how do we track certain demographic fields in the system? It might seem like a very simple thing of how do we track race, ethnicity, gender. Um, in, in, in these types of factors, uh, there’s actually a lot of discussion and debate when it comes to these things, you know, how do we wanna break things down, how do we wanna track it? Should we track it, um, and there can be lots of, um, differing opinions here, but this is where leadership then comes in and says, OK, I’ve, we’ve listened to everything, and, and they help, can help facilitate and manage the discussion. Um, there’s also, uh, another topic that comes up in these governance councils is also permissions and security. Um, especially for organizations that are, that are a bit siloed or are used to having their own shadow systems or their own way of doing things, you get everybody together, but now everyone wants everything walled off. I don’t want anybody to see my data. This is where leadership can come in and say, look, these are the advantages of, you know, transparency. This is what the advantages are of, of having some shared data. It can bring synergies that you can, we can refer from program to program. Um, so you know there’s going when we get these governance councils in place, um, there’s going to be debate, there’s gonna be discussion, there could be very heated discussions, but this is where leadership can really grow into, uh, they can either, you know, avoid it and say, hey, you’ve all figured out yourself, or they can lean into it and, um, help facilitate decisions. That can help the organization long term so leadership growth um or that leadership role is is critical to making the data governance work. Say a little more about the the growth and the the evolution really of the system you’re saying as the as the institution changes the the system has to change with it. Uh, is that, is that just like a, a technology maintenance plan, or, but rather, I’ll tell you what, rather than me guessing what it might be, why don’t you just tell us what, what it actually is? Yeah, yeah, sure, um, no, no, all good, um, so an example of specifically around data governance is, um, I sometimes work with organizations, uh, and we start looking at their data of, you know, OK, well, let’s say for what we need to, what we need to move to a, to a new system. Um, they wanna migrate to a newer platform and such, and I find all these data points that are there that have been there for maybe 1020 years, and then you start asking around and nobody can really explain what it’s for, um, nobody can explain the, the root of it, the origin of it, and it’s just things that have been added over time. Um, in, in the most basic form ways, it, it, it clutters the system. It adds to the technical debt. It clutters the layouts that makes it hard and, and, and to use, and, um, oftentimes that stale data, um, it, it sort of takes away from the confidence people have in the system. So they’re like, OK, yeah, I don’t know if this data is accurate. I’m not going to use it. Uh, in fact, I have this spreadsheet that I keep, and I know that’s accurate. A death knell to CRM success exactly antithetical to CRM, uh, yeah, and then if we, if we tie it back into the inclusion conversation, um, you know, sometimes I’m, I’m working with a nonprofit that works with, uh, housing, for example, and then I start looking at all these questions that they ask in their questionnaire questionnaires, and it has to do with criminal history. It has to do with substance abuse history. It has to do with all these things, and I, I start, I have to ask these questions. Why are you tracking all this? What is it is. It, is it required? Is it, and then some of the answers I get back is, oh no, no, no, this was from a grant report that somebody asked for 10 years ago or, um, a leader who was trying to do a report and they asked us to capture this, but nobody’s actually using it right now, um, and now if we think about, you know, big data, data analysis, we talk about AI, um, you know, my fear is, uh, that this, this data gets in the hands of the wrong folks and it can actually harm the communities that, that, that they’re trying to serve, so. Um, so I think that those are just a couple of examples of where, you know, systems need to evolve with the organization and then of course there’s the more operational stuff, new programs, different data points that we wanna collect, different drop downs that we wanna collect, um, and just making sure that the system evolves. The moment, the moment the system doesn’t catch up with it and it becomes too hard to make changes, um, that’s where you’re gonna see the shadow systems and the spreadsheets coming back into play. Share something else that uh you’re gonna talk about in your session today that that we haven’t talked about or or go into, go into more detail on something you think we haven’t covered sufficient. Yeah, I think, um, yeah, the part that I’m most excited about is, is really just talking about how, how the, the, how the CRM is really that operational model. I don’t, I don’t think folks really see that enough, um, you know, I am gonna ask folks like what, what are the, you know, key reasons that they see CRM systems going sideways or implementations going, you know, getting derailed. Um, so I’m excited to hear what the feedback is, but I know when I’ve done these presentations before, it rarely has to do with the technology, and so, um, you know, so, so I think that we haven’t talked about things like change management. Of, of course that’s definitely a key component of it, um, but yeah, I’m really most excited about just kind of talking about the operational model, and, uh, you know, when I, um, Had, I did a similar presentation last year and I spoke a little bit about one of the, one of my five factors back then or last just last year was, um, make sure you start every project with a project charter and uh I don’t know if I feel strongly about that this year. I say the project chart is important, but you know I, I, I would start with a theory of change like that that I think is more important, um. The, the, the project charter could is still a good data element to capture um on how you’re gonna run the project, but I think it’s a project charter, charter, yeah, yeah, of like, you know, what are we trying to accomplish in this project, who are the people, who are the roles, um, how do we make decisions, it’s important, but I think even more important and what I’m gonna emphasize this time is, is the strategy part of it. You know, who are you as an organization? What is your theory of change? How do you intend to achieve the change that you’re trying to create in the world? Let’s start there. Let’s start there and then, uh, we work backwards. We then we figure out the processes that will support that. We figure out the outputs that you wanna track to know that you’re successful. Now let’s start talking about the technology. The technology comes last, OK, yeah. Let’s, uh, so that’s the place to start. We’re gonna end, uh, we’re gonna end our conversation with that. Ruben, always a pleasure. Thank you. Thank you so much. My pleasure. Ruben Singh, CEO at 1/10 Consulting, where you know that you’re not gonna just be sold a system that, that, uh, will keep Ruben busy for 18 months, but, uh, you ultimately unsatisfied with your CRM that, that, that does not happen for 1/10 consulting clients. So pleasure, Ruben. Thank you. Thank you so much. It’s time for Tony’s take 2. Thank you, Kate. We’ve got tales from the gym, sourdough from Kim. I learned recently. Uh, one of my, uh, visits to the gym in the morning that, uh, the sourdough bread. Is still flowing from Kim to Robert. I know you know Robert Semper Fi, our, our, uh, PhD, our Harvard Kennedy School of Government PhD in, uh, global studies. Recently, new PhD and it was Kim who was giving him sourdough bread. We saw this happen once before, uh, and they had made it sound like it was gonna be an ongoing thing and it turns out that it is. I saw the exchange, she brings the loaf. Last time she went out to the car to get it. Uh, she was, she was, uh, this time she was better prepared. Oh no, you know what? Last time it was impromptu. She was just talking about the bread and he got a loaf, but then it’s continued. And this week I saw, I witnessed one of the exchanges firsthand. It’s amazing to see, to, to catch a glimpse of, of monumental, you know, milestones of in history like this. The sourdough loaf, exchange, the transfer. The gift of bread from Kim. To our new PhD Robert. So, it was a startling thing to witness. I’m, I’m glad that I was there at, at the moment. You just, you just never know when these things might, you know, might never, might, it might never happen again. You just, you just have to get lucky in life this way. I also learned that Kim is the choir director. Uh, here in town at the church. Now, my town has lots of churches, but I guess one is the church. If I had to guess, I would say it’s probably the, the biggest one, which is the Baptist Church. Uh, Emerald Isle Baptist Church. But I, that’s a guess. She’s, we just know that she’s the choir director at the church. If I ever get confirmation on, uh, on which church in Emerald Isle is the church. Of course I’ll share it in another Tales from the gym. And that is Tony’s take too. Kate. I think you need to get a loaf of this sourdough bread. Well, the first thing I would need to do is start talking to Kim. I guess you can’t just walk up and ask for a loaf. Yeah, no, I’d have to start, yeah, you know, and I wave or I say, I do say occasional good morning to Kim, but that’s it. That’s as far as it goes. So, first thing I would have to do is introduce myself. That’s a big step. You know, I like to, I like to get my stuff done in the gym. I’m there to work, not, uh, not chat up folks. Uh, oh, I got another tales from the gym. Oh, a, a, a, another chatty guy, chat, and this guy. Uh, it’s coming. It’s coming. There, there’s, there’s too much chatting. I got, well, again, I got a place to go. Well, I got a place to go back here in my home office. So I take care of my workouts in the morning. I gotta leave. I, I can’t be chatting between sets and It’s just, there’s no time. There’s no time. You know, um, these folks are all retired. We’ve got just about a butt load more time. Here is a conversation with the N10 CEO. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. You know that that’s the 2026 nonprofit Technology conference. You know that all these smart folks. Using technology or consulting in technology or thought leaders in technology, all for the social good, you know that we’re all gathered here in Detroit, Michigan. My guest now is Amy Sample Ward. They’re the CEO of N10. We are not at N10. We are at NTC, which is hosted by N10. It’s a little bugaboo that we share, uh, a little. Joke that we share. So we are hosted by N10. Amy is the CEO, of course, you also know that they’re the. Technology contributor to nonprofit radio. Amy Sample Ward, welcome back for, I don’t know, the 60th time, the 70th time to nonprofit radio. Thank you for having me. Thank you for, I forget the number, you’ve already told me 12 times of getting to do this at the NTC. It feels good to have it’s like it’s a core part of it now, you know. Thank you. You you actually planned for where. Nonprofit radio studio would be. Oh, absolutely. When we were on the site visit, we’re like we’re right here, this little beautiful view, sunny corner, everybody walking by, you get that like perfect podcast, ambient background noise of, of chatter and laughter. Yeah, no, we, we held this corner for you. Thank you very much. That’s what a lovely, what a lovely intro. That’s, that’s fabulous. Thank you. You can uh doff your little mic. OK. So we’re gathered here in Huntington Place, yes, which, which, uh, which is the convention center, but they don’t call it that. Exactly, thank you. I didn’t want to steal the headline, but yes, it is the Detroit Convention Center. Yes, we have thought, I, I, I’m quite curious how it came to be named that because. You know, like, what was the focus group room where they just tried and then everyone loves Huntington. Great. OK, well, let’s just call it Huntington Place, you know, um, I’m sure it’s maybe named after someone or mayor I, yes, the province leader of, yes, this is a trivia question. I, I can’t wait for a listener to email me like I can’t believe you didn’t know. Why is it Huntington Place? All right, but it is, and we’re gathered here. How many of us are gathered here in person? Well, because we’ve committed to continuing having both an in-person and a virtual, we don’t totally know how many people are in the building because you could just join virtually and not tell us. You can swap out at the last minute, totally, yep, so we’ve got, um, just about 1600 attendees in total. How many of them are in the room on any given day? I’m not sure, but you know, I, I don’t imagine that it’s 5, So it’s probably close to that number. OK, much higher than 5, right, much closer to 1600. OK, that’s right. Um, what’s, um, we’ve had, we’ve had a lot of chats, not surprisingly here at, uh, in the studio about artificial intelligence, of course. I imagine so. Let’s, let’s diverge from that. Oh, thank you for that gift. Share, share, uh, today’s keynote. I, I, I cannot. Uh, be in the key in the, in the comments for the keynotes because we’re setting up the studio because, uh, last minute stuff has to be done, ready for the 9 o’clock interview. So what was today’s, uh, keynote about? Sure, today was our, uh, the whole keynote was presented through our partnership with PIT UN, the Public Interest Technology University Network, um, which is part of CUNY no, no, oh, Pitt. OK, the pit lounge, we’re, we’re right here across from the pit lounge, yep, we sure are, um, CUNY, like many other universities, are part of that network, um, of the of the university network. That’s right. But so just to answer, I will come back to your question and I’m gonna take a meandering path, uh, to first say that because everything is horrible, everything is hard, um. Not everything, many things that we really tried this year to embrace the things that aren’t hard and horrible which are partnerships and collaboration and community and invited a number of other nonprofits who not just like in a. Talking point our mission aligned but like practically are part of what it means to advance intense’s mission of having equitable technology and an equitable world, Pit UN being one of them, spaces where they’re trying to make sure tech is built in community with community members. So we asked if they would come underneath the tent and and just have one big tent for this year and they of course said yes uh and we’re like we’ll do all the things we’ll sit right here we’ll bring all these people, you know, and one of the things they offered is how do we elevate these conversations should we partner on one of the main stage conversations and we said yes of course and how. We showcase what what it means to actually build technology in community. I think obviously that’s something I talk about you’ve talked about, you know, like that’s an idea, but how can we prove to this whole audience that it’s a real thing that people do every day. So this morning’s general session, Andrene Soli, the executive director of PI UN. Hosted a conversation with two practitioners from the Pitt UN Network where they talked about, yeah, literally this is a center at a university I run and we get all these students and all these community members and also these local government folks and these businesses and we built this whole advisory and then they decided what tech they wanted and then they built it together and then they have rolled it out and here’s how it’s sustained and really talked about like. Yeah, it’s not just possible, it’s, it’s happening, um, and, and kind of filled the morning with those possibilities. OK, cool, cool, cool. Um, so I, I’d like a little insider insider scoop or something like what is as we sit in this hallway with all these people, let’s get the secrets out. Yes, you’ll you’ll you’ll temper my question. No, what does the CEO of the host organization do with a 1600 person. 2.5 day conference. I see you, uh, you run back and forth. You, you have a radio in one hand. Lots of people have radios. All the team members have radios, but, uh, you know, I see you having conversations as you’re going up the escalator. You’re shouting down at the, you know, like asking this, yeah, but, but did the audience understand the nuances of the ethical considerations as you’re, as you’re gliding up this 10 minute answer is coming? Do they understand the ethical considerations as the as you. Um, no, so what, what, like, you know, what, what’s your, what’s your, what are your days like for the, not the lead in, but the live, the live 2.5 days. We started yesterday, today’s Thursday. Tomorrow we close Friday like around 2 o’clock or so, roughly. What do you do for these 2.5 days, you as the CEO of the host organization? It’s a great question, um. I think that my job is making sure that everyone is competent doing their jobs, so making sure everybody on the team knows if they’re. Signed up on it we have an internal staffing calendar for all the different roles to make sure people get breaks and get lunch and can walk away and not talk to anyone for a minute, you know, and so if they’re signed up for a shift and they’ve never done it before, do they know how to do it and they feel good and they don’t have to. Admit that like I’ve already checked in to say hey this is what’s gonna happen do you feel good you know you can ask me questions um and then the same thing goes to all of the partners anybody that’s here attendees too like. I want everyone, if you made it all the way here, even if you walked from a block away or you flew from 4000 miles away, that like. If you’re spending all of your precious energy to be here that you, you get out of it whatever you needed out of it, you know, and for some people that sessions, OK, let’s make sure the sessions are running, the AV team is there that, you know, those are gonna come off and you’re your best self, but also that attendees or partners, everybody felt like they’re leaving. Like satisfied and satiated and full and ready for a whole another year of hard work. So, A lot of my walking around or talking with folks is just like, do you have what you need? Do you not know where to go? Do you not know that, oh yeah, there’s already a room for that like here let me show you on the map where that room is, um, and then solving when people say no I don’t have what I need actually or I don’t know how to find that room, uh, and walking in there. So that’s my job. OK, so not, not so much putting out fires. That’s the, the, the team is empowered to deal with the if someone has a, has a purple lanyard and a radio, that means they can, so we have a, a pre-conference meeting with, with a representative of every vendor associated with the building and we say. You’re escalating it to me because I, I, I guess you believe that has to happen. Anyone on the team can say yes or no to a question and can authorize how we do this work. You, you pointed out last year that when you go to that, when you have that meeting with all the representatives of, I guess, housekeeping, uh, food, security, everything. AVIT. They’re accustomed to meeting one or two people on, on the host from the host organization. You bring the whole team. All of intent is in those meetings and they’re shocked. Like all these people, we can, we can deal with all these people. It’s right, and we ask every single one of them does an intro. Every single one of them shares what part of the conference they run. Yeah, alright, so you’re doing it differently. The food is excellent this year, as good as usual. We do really care. We want people to food. I know, yeah, I know, I mean. Uh, I, you have plus all the options. I mean, uh, there’s gluten-free, which I know is important for you, but it’s important for hundreds of people here, and there’s kosher and there’s vegan. The options have all been, it’s all been arranged. It’s not like we don’t halal, sodium-free, everything. Thank you for calling out a couple more that I that I didn’t think of, right, um. What’s the, what, what goes into the planning? Like, what’s the, what, let folks in on the. The two weeks before the first day here. What’s that, what’s that like for N10? Two weeks before, I mean, by that point we’re so down into the details of, OK, do we feel like this, you know, do we want an easel sign or a meter board sign at the bottom of that escalator? jargon jet. What’s a meter board sign? Oh, a meter board is like is literally those tall signs that that stand like 2 m tall, um, versus an easel sign which which goes on an easel, um, but yeah, we’re really down into the details within 2 weeks, you know. We have looked through all the bins and storage and we’re deciding that 2 weeks out is kind of when we do our final, you know, do we think that we need 3 more plastic sleeves that hold an 8.5 by 11 sign, you know, do we need more chocolate for community assistance desk, um, I think. Our biggest work starts a year out, you know, 2 weeks in it, you know, the train hasn’t just left the station, the train is like arriving the next and so our kind of our, our shipping. What about shipping? No, shipping is a month out. Shipping is already done. Yeah. 00, everything’s already on site here. Yeah, OK, OK, OK, um, but. We take, you know this, we talked about, you know, we have intense sleep day on Monday and then the following week is when we have our kind of multi-hour debrief and we start a debrief doc for the next conference. in 2 weeks because we don’t wait until it’s over to start, you know, um, because as soon as you’ve done something well now you know oh I shouldn’t have done it that way I’m gonna put it in the debrief, right? so we’ll go through everything. That we’ve put in there for the last year, make decisions. OK, do we just need to vent or is that actually something that we need to change, right? Or is that an idea for something to do differently and then we in that same document transition to here’s the build for next year. Speakers need a different form when they do their thing or badges need a different field in the, you know, right then and that feels in some ways like. A really big mental lift because you in order to make a lot of those decisions we’re like really playing in our mind OK what will that be like to build the registration, you know, checkout process or what will that be like to run a session in that room if we change the AV set and so it takes a lot out of everybody and it’s like hours of discussion. But then once we have that, we’re just referring to that document for a year, you know. It feels like there’s a catharsis to that too. I don’t have to keep this in my head, you know, it’s until we start the, the planning for the next one. That’s dump. It is a common refrain because it’s a year-round practice. Somebody will say, oh, I wish I had thought of put it in the debrief. We just, you know, star that document and everyone is just opening it all the time, all throughout the year, yep, put it in the debrief. OK, this is valuable institutional knowledge. Yes, yes, cumulative they are, they are coveted documents, you know, that’s cool. That’s cool. Um, are we, are we able to announce next year’s location? Yes, I should have looked up the dates. I know where it’s gonna be, but is it, it’s in Portland. Portland. It’s Portland, expected to be Portland and it’s in March. That’s OK. That’s OK. We’ll, we have plenty of nonprofit radio episodes between now and then. 50 50 to be exact. Between now and then, so there’ll be plenty of opportunities, but yes, next year’s is in Portland in March. That’s right. OK, because we, because you’re so egalitarian. Last year was Baltimore, East Coast. We’re Central Detroit. And West Coast is always Portland because so many staff live there and so Portland. Do we know two years out the location? We don’t. We don’t know that. Oh, you’re not bound. We’re not bound. You’re not bound. OK, well that’s good, right? Yes, flexibility because in years past, there were, there were binding contract COVID. Threw off the the cadence of how far out you could really book too. So I see. OK. OK, good. So Portland next year. Look forward to that. I already met someone from the AV Jen partners with us every year. Yeah, I didn’t know that. I, you know, she’s an all black and she’s got the logo on her shirt. Uh, you know, audio tape, whatever it says. And so I just pigeonholed her into, oh, they do the graphics and the recordings of, of all the of the sessions and the and the main room and the comments, etc. But no, she said she does the early walkthrough with you. They’re year round. Told me how you thought about this alcove for nonprofit radio and she’s, yeah, this is perfect. So yeah, so I’m gonna talk to her early for next year on how to get all my gear to Portland. This year, Amy, my wife and uh production assistant here, uh, lives in Indiana. Uh, where you went to college, um, so she drove, so I shipped a bunch of stuff to her because I fly. Last year Baltimore, North Carolina to Baltimore, I drove, so I drove the gear. This year I shipped the gear to Amy. She drove it up to Detroit. Next year nobody’s driving. No one’s driving all the way, neither North Carolina nor Indiana to Portland. So I would like to be able to get my gear there. It’s a real pain in the ass to bring it on a plane. I’ve done it. I’ve done it, but I’ve so many bags, gear bags, so Jen Jen is gonna. Partner with me. Jen’s gonna help you. She said talk to Hailey and Jen will have advice. Yeah, what were you gonna say? Well, you know that I do this to you regularly, but can I ask you a question, even though it’s your radio show? I think I know what you’re gonna ask, but yes, well, OK, it might be the one you, well, you might surprise me. Go ahead, of course you can. I was just gonna say it’s been 12 years of you being at the NTC and hosting. So many, I mean you do a really great job kind of curating if that doesn’t feel like a weird word, but you know selecting a real cross section of content across, I mean there’s, you know, 180 sessions or whatever and you’re not doing 180 interviews that would, you would be here for 2 weeks, you know. Ash’s with Ash’s help, I do, I do go through and select, but so I’m curious, you know, obviously 12 years ago people weren’t talking about AI and now a bunch of them are, but you know, separate from that kind of change, I’m curious any reflections that stick out to you of like. You know, I, I’m in the middle of the storm and, and you’re in the storm but not in the same spot of it that I am and I’m curious like if you can see shifts in those conversations or in those topics or in those, you know, like I’m curious what you see that’s maybe changed over those 12 years as an indicator of, of the larger sector conversation. Well, I’ve, I’ve, uh, complimented you on this before that you are a very much a macro and also micro thinker and I tend to be more tactical and so less of a macro thinker, so it’s a challenging question, but yeah, no, uh, so it’s not the one I was expecting. That’s OK, which is fine, which is absolutely fine. So I would say. You know, the way, the way now technology is mostly software, it’s not exclusively, it’s also human processes are, but I would say the way technology has evolved has changed the conversations. I mean, you know, 12 years ago, I don’t know, like I feel like 12 years ago we might have still been reading software manuals or app manuals, you know, but, but now software is so intuitive and. The user experience, I mean, I don’t, I don’t, I don’t know if 12 years ago we were talking about UX and UI. I don’t know if we were, they were very technical conversations. And, and yeah, but you know design is not just intentional but it’s just more common. I feel they’re part of that. Yes, you can feel more a part of it because the technology is more I guess human human focused, you know, it’s, it’s, it seems like it’s, it’s more common. They’re more common threads binding the technology than there than there were 1012 years ago, um, yeah, an app. Across multiple apps is a more common experience than it was 1012 years ago. The expectations are, are, are higher, I think software is certainly more sophisticated, um, but it’s, it’s, it’s more than just user friendly. It’s, there’s a more common understanding of what technology is now than I think there was 12 years ago, I think. Yeah, you would not have, you wouldn’t have looked at, well, what do, what do our competitors do? That we can improve upon presumably, but, but you know, where are they starting from versus, you know, now versus, you know, let’s start out of the box. So I’d say that I’d say that. I don’t know how to put that in 6 words, but I like that and and I think that’s all for the good and that’s all for the good of humans interacting with the technology um it’s for the good of the missions that we’re all here to promote through. Savvier use of technology, that’s all for the good, yeah, yeah. The question I thought you were gonna ask me, tell me what that is, uh, what’s a common theme this year? Oh, OK. I mean, you’re welcome to answer it if you had an answer AI, of course, which was, is more common this year than last year, but you know what I’m seeing within that niche. Much more. Conversation about the environmental impact. We’ve only got one floating in the sky. People are more concerned about it this year than they were last year. Last year, uh, ethical considerations and, and that certainly not that we’ve abandoned the ethics and the biases of using artificial intelligence, so more of like the social human impact when you say ethical, just clarifying because people maybe categorize environmental as the ethical, you know, ethical use of our resources versus ethical. Impact on humans that’s the bigger picture that you that you see. Yes, I’m seeing more of the physical environmental concerns. Water, electricity centers, yes, with massive data centers, and I think that’s because of the proliferation of them. It’s like even just in the last 12 months that conversation is coming up. If it’s not in your backyard, there’s a good chance it’s in your state. Right. We’re now talking about billions of gallons of water. Well, and, and it’s so complicated, right? Like there’s already great examples of communities doing like the real work of democracy, you know, like local communities working together, lifting up their voices and saying no, right, getting city council to not approve a, a data center contract or, or whatever it might be. However, and I think that’s great, you know me, I, we could go down that road deeply, but the thing I hear every time I, I want to celebrate one of those stories is, but then what about the community that didn’t have enough people. Like I’m gonna cry just thinking about it I know you know or know how to organize to know how to organize to organize they didn’t know what to do, hadn’t hadn’t built that social infrastructure as a rural or low resourced community. To get to make the city council do that same thing, these are the voiceless, right? or or the marginalized, right, and, and so I, multiple things are true at once. I’m so proud of communities saying we get to have a choice and our choice is no and that needs to be respected. And at the same time it is true that there are so many communities that don’t know or have access to the resources that would allow them also to get to do that, you know, so then it’s like well then we just completely keep repeating the same patterns of the places where jails are built. Right where data centers are built, where giant warehouses are built, are continue to be in the places that are gonna keep mostly impacting those same groups, you know. Yeah, yeah. And the physical impacts of all those things, as well as the environmental, just environmental meaning like just what what you you do you even have a neighborhood or you just live someplace. You don’t have a community, you don’t have a neighborhood, you just have a home or an apartment somewhere. Yeah, I know. I don’t know. They’re Amy Sample Ward. They’re a good friend. They’re, they’re our tech contributor. They’re the CEO of E10, um. I don’t know. They’re in our hotel. You’re, you’re in our hotel. Maybe we shouldn’t, I don’t know. Do you have a Friday night planned? Um, for the first time in my personal NTC history, so of every NTC I’ve worked as a staff person, but even as an, as an attendee before I worked at N10, um. I am leaving Friday night. I have like the last flight out because, um, Saturday, I was gonna say tomorrow but it’s not, it’s not Friday. So the, the, the next day, um, at 10:00 a.m. is my daughter’s ballet competition and I wanna, I don’t wanna miss it and I couldn’t and I couldn’t fly in time. You know, on a Saturday morning, so I had to take the last flight out late Friday night. Good parent. Good parent also they’re a parent. Also they’re a parent. Yes, and she’s very upset she didn’t get to come to the NTC this year and it’s like, well, next year for sure. Yes, of course, of course hugging her. Yes, yes, she will expect an interview. I’ll put her on mic. Why don’t you bring her with you? It’s, uh, it’s Amy and Oren next year. That’s on mic. Yeah. OK. Alright, alright. They’re Amy Sample Award, the CEO of N10. They are the host organization of the nonprofit technology conference. We’re at NTC. We’re not at N10. N10 is the host. Amy is the CEO. Thank you very much, my friend. Thank you for having me, my friend. pleasure. Thank you for having me. You’re, you always, you always plan on nonprofit radio. Thank you. 13, we’ll be there in Portland, whatever the dates are, we’ll be there in March in Portland next year. Yes. Next week, our 26 NTC coverage continues with responsible AI adoption and ethically using AI. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. 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 March 30, 2026: Emotional Intelligence For Leaders

 

Irvine Nugent: Emotional Intelligence For Leaders

Raised in Northern Ireland during years of deep division, Dr. Irvine Nugent brings EQ and conflict resolution skills for nonprofit leaders. He identifies the 4 skills leaders need along with how to avoid escalation and maintain credibility. He’s the co-founder of Conflict EQ.

 

 

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We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

Nonprofit Radio for March 23, 2026: “Sell” Your Nonprofit

 

Jason Barnaby: “Sell” Your Nonprofit

Encouraging you to know your nonprofit as your product, Jason Barnaby wants you to talk about it in a way that makes people curious to learn more, drawing them closer to your work. Also, he’d like to see you outside your comfort zone, growing, as you share your story with donors and volunteers. Jason’s company is Fire Starters, Inc.

 

 

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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And 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. Oh, I’m glad you’re with us. I’d come down with habitude if you dulled me with the idea that you missed this week’s show. Here’s our associate producer Kate with what’s on the menu. Hey Tony, we’re serving. Sell your nonprofit. Encouraging you to know your nonprofit as your product. Jason Barnaby wants you to talk about it in a way that makes people curious to learn more, drawing them closer to your work. Also, he’d like to see you outside your comfort zone, growing, as you share your story with donors and volunteers. Jason’s company is Fire Starters Inc. On Tony’s Take 2. 26 NTC was fantastic. Here is sell your nonprofit. It’s a pleasure to welcome to nonprofit radio, someone who has lived a lot of life in the life he’s lived. Jason Barnaby is an Indiana University grad and founding member of the Indiana University dance marathon. Colorado ski bum, European coffee shop owner, business university professor in Poland, corporate trainer. And now podcast host of the Sales Spark podcast, and he’s a fractional sales leader. His company is at Firestarters Inc.com. And the chief firestarter is on LinkedIn. Jason Barnaby, welcome to Nonprofit Radio. Tony, I’m so excited to be here. Thanks for having me. It’s my pleasure. I’m glad you are. From Indiana. Congratulations, uh, congratulations, IU and the big sports win. Thank you. We’re all, we’re all still, uh, a little bit in shock and wishing we were back in Miami because today the, uh, wind chill, it was -22 at 8 o’clock this morning. Oh damn, yeah, -22. It was 7, it was 7 below. You know, temperature, but the, the wind chill made it 22, 3 times worse. Awful, awful. Uh, but the, uh, the state is excited because that was, uh, that was Indiana University history, this, this sports time ever, first time ever. Big deal. First time, and you were at the game. I was, and it was a, it was a last minute decision and, um, I’ve posted about it a few times on LinkedIn and just what happens when you show up. And I think Not only in life, I’ve, I’ve drawn some, um, some lessons also from that experience that I think are also pertinent to sales. See, see what, see, it’s a good thing we have skilled guests in terms of segues, smooth segues, because, because listeners know that you’re suffering with a lackluster host on a good day, lackluster. So what a, what a, what an elegant segue to the, uh, the idea of, uh, starting fires and sparking momentum. I have to call out for folks, uh, they’re not gonna see the video. That in the, the, the company is the Fire is Firestarters Inc. Jason is the chief Firestarter. He’s on brand with an orange glowing like orange-colored fleece. His mic screen, you know, the, the little sponge thing that’s over a mic, it’s called a mic screen orange. I just got this the other day too. The, the linkage, uh, the road, I don’t know how you say the name of that mic, road, road, road, I think it’s road, road. The, the arm, the, the articulating arm that holds his mic is orange, always be branding all in on fire and spark. All right, so. Let’s talk about, uh, sparking fires, but, but, uh, you know, of course, we don’t, we, we talk about sales. We don’t want the, the pejorative sense of sales. And, and, and if you ever do set something on fire, one of the things I always say is with proper fire safety in mind because that’s, it’s very important. It is, it is fun to set things on fire in a safe and in controlled environment. Very good. Were you a Boy Scout? I was not, um, I was a Cub Scout, um, but I was a professional, uh, I grew up back in the day where we, you know, you had an empty lot between houses and we did a gigantic bonfire of all the limbs that came down through the season and you know all of us boys and girls would stand around and. You know, throw logs on the fire. So I’ve, I’ve been obsessed with fire since I was a kid, but in a health, I, I would say in a healthy way. Healthy and, and, and safe way. Yes, absolutely. With, with proper precautions. OK, interesting. So even go the fire thing, the, the fire, the thread theme, uh, goes back to, go back, goes back to childhood. We’re, we’re already at your childhood and we’re, we’re only 5 minutes into this thing. All right. Um, yeah, so we don’t want the pejorative definition of sales and sparking sales. And of course, nonprofits, you know, but there are, there are, you know, we’re not, we’re not selling, but we are fundraising and a lot of fundraising, uh, is a, is a, is a sales process. So there are, there are, there are lessons that you otherwise, you know, if there were no lessons, we wouldn’t, why would we be talking? Of course, there’s, there’s, there’s more than just some overlap. There, there’s a lot that, uh, We can, we can learn in terms of relationships and, and advancing. Our product. Why don’t we start with that? You know, the importance, you talk about the importance of knowing your product. Those of us, uh, in the nonprofit community, we have products, we have missions. Share the, share your wisdom on, on product knowledge. Would love to. The, it, it’s, it’s interesting to me when you ask people, uh, you can do this with anybody, but I think I, I see it more. With nonprofits, when you say, tell me what you do. And that is an opportunity in sales for you to make somebody curious that is an opportunity to invite them into your story of why you’re doing what you’re doing, um, who you’re doing it with, what you actually do. And I will tell you I hear a lot of people when you ask nonprofits what do you do and they’ll go, well it’s kind of hard to explain well guess what? right there you’ve already lost me if it’s hard to explain, how are you going to tell your donors about it? How are you gonna tell your volunteers about it? So that the ability to, I love this word, pithily. Describe what it is that you do and what I mean is what is the action? Who does it? Who does it help? Why is it important? Um, you can do all that in about 30 seconds, but it’s amazing to me how much people don’t ever think about that, don’t practice that and so when you ask the question and you get this well we sort of or we kind of, which I have to tell you Tony I’m a, I’m a um I’ve been an adjunct English professor for years. And those words of sort of and kind of when you describe business drive me nuts because do you sort of do it or do you do it? Do you kind of do it or do you really do it? Because if you sort of do it I’m not really interested. I wanna be with somebody who says this is what we do and this is how we do it. And I think, um, you know, a really easy exercise for founders and boards of nonprofits. To do is to come up with what I call your elevator pitch or whatever you wanna call it, your thirty-second, here’s, here’s what we do, here’s how we do it, and here’s who we serve and, and why. And practice it. Does it sound good? Is it something that I would like when you say it, is it something you yourself would want to listen to if you say it and you go meh at the end, it’s probably not a great description. And so, um, trying it out on people, does this make you curious? Does this give you, do you feel, um, like you know what we do from this description, um, Donald Miller, who wrote a great book, I highly recommend this book. Um, and for, for nonprofits as well, it’s called Building a story brand. He talks about can your organization pass the sniff test. He talks about it in terms of, um, going to your website, but could, does your description pass the sniff test if, if you’re done saying what you say to me, do I, do I have a really good understanding or at least I’m curious to ask a couple of more questions to learn, curious to learn more, exactly, yeah, yeah, yeah, all right. Um, yeah, I like the idea, uh, of making folks curious about your work. You can’t, you can’t squeeze everything into the thirty-second explanation, but do they want to learn more? I, uh, now I’ve heard advice that, that, that, uh, 30-second pitch also be shared with board members. You know, they, they should be 100%. They’re certainly your strongest volunteer advocates. They should be versed in the, versed in the pitch. Yes, and, and I have, I mean, I do. A lot of sales training. I lead a lot of sales training, um, I design a lot of sales training and one of the things that I recommend that sales people do all the time in the training, and I think it’s a great, um, it’s a great activity for a board. Is every time you have a board meeting 2 or 3 people are in the hot seat on the spotlight whatever for them to share what their version of that thing is. I don’t believe necessarily in a script, a word for word thing, because the words I use may not be the words that you use. I believe in making sure that the concepts and the ideals and the values that those things are all there, but you’re gonna say it differently than I do. And so do we give people an opportunity to stand in front of their peers and say this is how I say it because I believe and I say this with sales people and I think it’s true with nonprofits, you can fool people that don’t know anything about your nonprofit, but when you’re talking to your board that knows all the ins and outs, I think that’s more stress and pressure. To present in front of those folks that you know and trust than it is somebody who’s never heard of your nonprofit and I’m also a firm believer that growth starts at the end of your comfort zone so this is a great way to get uncomfortable. Growth starts at the end of your comfort zone. Oh, absolutely, yeah, yeah. Personally, I’m feeling that publishing a book this year, which I’ve, you have two books, you have two books about sales. I, I, I have. I have no books, but I will by, by congratulations, I can’t wait to welcome you into the club. Thank you. By the end of September I will. Excellent. But yeah, no, you know, let, let’s talk more about that. I think that’s rela, that’s, it’s not only related, I think maybe that’s essential to your work, uh, is the going beyond your comfort zone. Uh, I, I, if it’s not essential, it’s very important to your, to your work and to, to your methodology, getting outside our comfort zone. What, why is that? Valuable for ourselves on the personal level and for our nonprofits. Uh, that’s a great question. So, here’s, here’s the way that, here’s a couple of things I say about comfort zones. The thing about comfort zones and why they are so hard to leave is because they’re comfortable. I spend a lot of time, money, and energy making myself comfortable. And so you know I tell people my ultimate comfort zone is on a Sunday afternoon, especially in the winter when you don’t wanna go outside on a Sunday afternoon I’m, I’m in my favorite fleece flannel PJs. I DoorDash my favorite food. I’m binge watching my favorite thing on whatever streaming platform, um. If you would be hard pressed to get me to leave that situation because it is so comfortable and yet. You may challenge me to go do something out, you know, get out of that situation to go do something where I’m gonna have great growth and the other thing is, and I know this from sales, most people hate being uncomfortable. Silence is something that a lot of people are uncomfortable with. I try to teach sales people to get uncomfortable with silence. I don’t believe the BS of like you put the price out there and then the first person to talk loses. I’m, I’m not a, I’m not a fan of that approach of things. However, if you are more comfortable with silence than the person that you are talking to. You can just sit there and be OK they are not going to be and eventually they will continue the conversation um if you get comfortable having difficult conversations so many of us run these difficult conversations in our heads and we think we know well I’m gonna say this, which means they’re gonna say that and then I’m gonna say this and they’re gonna say that. Man, that’s gonna be really hard and I, I, I don’t wanna hurt their feelings and all these other things and then if because I, I don’t think oftentimes people actually have it, but if they have that conversation very often they look back on it and go. Gosh, that wasn’t nearly as bad as I thought it was gonna be, but you will never know that if you stay in the place that’s comfortable and I’ll give you one other quick analogy. I was, I used to live in Colorado sitting on top of a mountain with a good friend of mine. And he said, uh, we were above the tree line, beautiful, you could see for miles and we were the only two on the summit. And uh this guy was a a man of few words, but when he did, he was kind of like you, you’ll remember the EF Hutton commercial right when EF Hutton speaks. He was kind of my when when EF Hutton speaks, people listen, people listen exactly. So we’re sitting there and I said, man, it’s so beautiful up here. I could stay up here all day and he didn’t say anything and I could tell because we were friends that he was thinking and he said, he said, you know, finally he turned to me and he said, you know, Jason, he said, you’re right, it’s amazing up here it’s beautiful. Um, sun’s on her face, it’s, it’s, it’s great, he said, but look around. He said we’re above the tree line nothing lives up here, nothing’s alive up here he said look around he said where’s the where are the greenest parts of what you see? They’re down in the valleys where the roots go down where you where, where the work is happening and where, so you have to leave this place where everything’s wonderful and go down into the place where things are hard and muddy and. Um, growth and, and I think that that’s very true, and I, I, I actually wear a shirt very often. I don’t have one on today, but I say comfortable being uncomfortable, um, and I’ve, I’m amazed at how many people have reached out to me on LinkedIn to say tell me more about that or I’m that same kind of person or I wish I were like that and um. I, I, I, I have just found over and over and over again that the more comfortable I get with discomfort. The less discomfort, the less uncomfortable it becomes. And that’s, that’s personal growth and, and personal growth is gonna lead to organizational growth. Absolutely, and you know, I, I think I’ve been on, my dad started a non for profit years ago. I was on that board after he left. I’ve been on boards of other nonprofits and one of the things that I think that I’ve seen is, is one of the biggest killers to growth is when somebody says, what if we did X? And the response to that is. Well, we’ve never done that before. What, what, what’s gonna happen if we do that? Well, what if it, what if it fails? What if, you know, and all the reasons for, for not doing it, which Tony, I, I, I, I have, I have no tolerance for the. No, I don’t, I don’t either. And I will say as I’ve gotten older, I do understand the necessity. To go through that exercise and say, here are all the things that could go wrong. I don’t think that’s a bad exercise if. How, let’s say you spend 10 minutes talking about all the things that could go wrong, fine. Can we now also spend 10 minutes dreaming about what happens if everything goes right and it’s incredibly successful because we let these discomfort, these uncomfortable thoughts about failure or whatever it happens to be, or we’ve never done it that way. My wife grew up in in communistic Poland and we lived there together for 8 years, so when people tell me that’s the way it’s always been, I just get a rash. It just doesn’t, I don’t like it. I’m like. You know, Polish people said that to me they’re like, well, we’ve never done it that way. We, we’ve always done it this way and I’m like, yeah, and that was, that was Russian occupation. How did that go for you? Like, do we want to go back to that? I don’t think we do. So it’s, it’s it’s necessary. I think the question, what if. Is an incredibly powerful question. But you have to be willing to get uncomfortable with whatever the answers are to that question. A Little discomfort. Growth. It’s growth. What was your dad’s nonprofit? He started a, um, inner-city youth, uh, hangout place on Friday nights, um. And then also was just uh started a food pantry in the neighborhood that he lived in and uh I will tell you um he also had a business um in that same neighborhood and we were remodeling a building in that neighborhood we got nothing done the two days that we were there because I was working with him and people would come by and they’re like hey Jerry. And you know thanks for helping my family, thanks for doing this, thanks for doing that and you know then somebody would say, is this your dad? man I love your dad let me tell you about and they would just tell me stories about him visiting them and if they were in jail or bringing food when they didn’t have it or helping them get their electricity turned back on. Um, just really that grassroots in the neighborhood. I mean, he could have been the, the mayor of that area because we would, we would drive or walk through the neighborhood and everybody’s like, oh, it’s Jerry, Jerry, what’s up Jerry? Was this Indiana? Did you grow up in Indiana? Yeah, mhm, yeah, South Side. South side of downtown Indianapolis. Help us to, um, to sell our, our, our nonprofit, our work, our, our, what you, you call the product, but, you know, to, to, to, to prospects, to potential donors. Again, not the, not the pejorative definition of selling, but we’re, we’re in a, we’re in a business of persuasion. We need to bring people to us. We need to bring people to our cause. To support it financially or with their time or with their connections or if they’re on the board, uh, the board, their knowledge and their connections, we, we need to attract people to our work. How do, how do we do that? I think one of the most compelling ways to do that is to have a compelling story again, I’ll go back to to Donald Miller’s book, um, creating a uh or. Whatever it was, story something starting a story brand or something with story brand. I’ve lost the, the name, but, but he, he’s a, he’s well known story brand. You can get certified in story brand story brand work, and I, I forgot the name Donald Miller, but now I’ve heard it. He’s, he’s a, he’s a big guy in storytelling. Yeah, well, and he, I, I found out when I got his book, he had been, I don’t remember what movies that he did, but he was a screenwriter for a time in Hollywood, so he learned. The craft of, yeah, the the craft of storytelling, and one of the things that I see, and, and you can see this all the time if you go to websites, so, um, for the nonprofit folks that are listening, I would challenge you to go take a look at your website and see which of these is most prevalent. Most of us when we sell or we are trying to get our nonprofit, our company, our product, our idea out there, we come to the market as the hero. Look how great we are, look at all the things we’ve done. If you would just, you know, let us help you, all of your problems will go away. Well, that’s great in some respects, but people like to be part of a story and his whole point is. When you look at any great stories, one of my favorites because I grew up on it is Star Wars. There’s, there’s a hero, but the hero has a guide. So like in Star Wars, Yoda was Luke’s guide. Yoda didn’t go grab the light saber and go out and fight. He taught Luke how to do that. He came alongside him and said, the, these are the things that you are going to do. These are the things that are important. This is the way that you’re going to be able to reach your goal, not Yoda saying you go out and do this because. This is my agenda and when you do that then you’re gonna be successful it’s that partnering with people and being somebody who comes in next to them so I think one of the most important things first of all is defining how do you partner? how do you partner with the community that you serve? How do you partner with the board? How do you partner with donors because there are gonna be people who don’t ever want to give any of their time, they just wanna write a check. Well, what does that check go to? Do you have a story that says when you give this much money, and we see this all the time, late night television for $3 a day you can feed, you know, a kid for $5 a month you can help build a well in, you know, some third world country, and it’s, it, it takes that thing and makes it very practical and so how do nonprofits then come alongside. The communities come alongside the volunteers to say, you know, if, if I’m a volunteer and I really wanna be on a board. What does that look like when I come? Can you tell me a story about what it looks like to be on your board, some kind of a decision that you all as a board have made in the past that has had X, Y, or Z result, and so many cannot. Well, we sort of, you know, do this food bank and we kind of do this clothing thing or we, you know, we do. It, it needs to be. It, I need to be able to see myself in that story because if I can see myself in that story, I am much quicker and much more willing to give of my time, my talents, and my treasures. And if I can’t, then I’m gonna go find somebody who can. So bringing folks in as, as a partner, bringing folks in as a partner, and then also just again, it’s, it’s really knowing, here’s the problem. Here’s how we partner with people to solve that problem. As a result of us together solving that problem, here is the end result. The community is better off. Kids have meals, there’s an after school program, whatever it happens to be. And, and that’s, I mean, if you notice that it was like boom, boom, boom, it’s 3 very, very simple things, but can I, you know, I’m a college kid who doesn’t have much money. But I’m looking for a place to, to make a difference. So right there, are you a college kid who, who has more time than money and wants to make a difference? We would love to have you for 2 hours a week because in 2 hours a week, here are the things that you can help us. With to partner in our community, and here’s what those 2 hours a week do. That’s way more compelling than, hey, you wanna come and, you know, volunteer at our nonprofit, what do we do? Well, there’s all kinds of things you can do just come and find out. That’s not intriguing, that’s not compelling, but the fact that I can give 2 hours of my life and I might be able to help a kid learn how to read by the end of the year. That’s compelling. And it’s a same thing, but it’s a different way of approaching it. And I, I think oftentimes it. To your point, when the board is not all speaking the same way, when the people on the staff are not speaking the same way and they’re going out into the community, then different people in the community are getting different stories. And that’s confusing. Talking about consistency, consistent messaging, messaging around partnership about, about instead of it being, you know, we do this and we, together we do this, or even you, you do this, you save lives when you Support us. You’re, you’re, you’re saving lives through us. You’re the lifesaver. You save lives and absolute and if, if you are in fact making me the hero, you just did a really good job of that saying you’re, you’re the person that saves lives. Who, who doesn’t wanna go, wow, I saved lives. That’s a pretty cool thing that I could, that I’ve, that I’ve done. I wanna, I wanna be associated with that. Yeah, it’s, it’s, it’s, it’s incredibly powerful and you know I’ve seen nonprofits who have great marketing, the marketing message that, you know, the, the, the commercials that are on television, the print ads that go out, the postcards, the newsletters, all that stuff. Great. Does your board and does your staff also speak the same way using the same language, the lingo, the story, all of that? It’s really important and I think a lot of people missed that boat, and that’s a couple of, that’s a couple of of board meetings to go over that to get that fixed. It’s easy. It’s time for Tony’s take 2. Thank you, Kate. 26 NTC, the 2026 nonprofit technology conference. We were there with a podcast studio last week in Detroit, Michigan. Uh, Detroit, Michigan actually overlooks Canada. If you, you look across the Detroit River and the little known fact. That part of Canada, which, uh, I’m pretty sure the town is Windsor, Canada, in that area, that is actually south of Detroit. So there is a part of Canada that is below, south of the United States. I bet most people don’t know that, but you do now. And I just learned it last week. Not, not like I’ve known it for a lifetime and I just got to enjoy it. I just, uh, I looked across and I used my compass and there, and there we are. We’re that’s south. So, uh, lots of interviews, captured exactly 20 interviews. I’m gonna pair these up, so it’ll be coming over 10 shows, but, you know, we break them up. I, I don’t do 10 shows straight in a row. But some, you know, just smart folks helping us use technology. More wisely in, uh, you know, in doing our jobs, doing our work. Some, some of the, some of the sample topics. Don’t, don’t worry, I’m not gonna read 20 topics. Um, 5 tips for ethically using artificial intelligence. There are, there are a bunch on AI. Donor retention, biases in prospect identification. Oh, Jason Shim comes back with apps, tools and tactics. He’s a perennial every year. Of course, we got Amy Sample Ward, the CEO of N10, talking to her. Creating your nonprofit’s, uh, AI acceptable use policy. Guide to planning and executing a successful Giving Day. Disaster recovery and incident response. Unlocking the power of donor advised funds. Cybersecurity. Dashboards, project management tools. Oh, and this was a fun one. Confessions of nonprofit social media managers. So, there’s a sample, lots of these, well, not lots of them. You’ll be hearing all of them, not just lots, all, all coming in the next couple of months, right here on Your favorite hebdominal podcast, nonprofit radio. I should give a shout out to the team at N10 that hosted us. They, they set aside a great space for the studio. We had plenty of room. It was a high traffic area, so we get a lot of visibility. Uh, my thanks to Amy Sample Ward and all the folks at N10. They, they, uh, I’m, I’m grateful, you know, they take good care of us. I’m grateful for the partnership that we have together. So thank you, N10. And that is Tony’s take 2. Kate. It sounds like you’ve got a good lineup of future shows. You’re right, we do. Are you surprised by that? No, I’m, I’m feeling excited. OK, it’s not like you were expecting crummy shows coming, right? No, not for a second-rate, uh, podcaster, top, top 5, top 10, uh, top 10 by a million podcasts. Yes, top 10. Yeah, not, not in the top 10. We got like the best. We do. We do. And now it’s even better. They, they’re even better because they’re from the nonprofit technology conference. It, it’s hard to improve, but we’re, we, we’re managing. We’ve got boou butt loads more time. Here’s the rest of Sell your nonprofit with Jason Barnaby. What else advice for promoting, bringing people to us? Well, I, I think one that I’ve seen, and I’m sure you’ve, you’ve heard this, um, you know, a nonprofit. Comes into the world because a founder has a vision for a thing. And whatever that thing is, service, product, whatever. And they build this. Kingdom around them with these folks, but they are the only person that ever holds on to the vision and it can’t, it doesn’t get passed down much or they believe, and I see this all the time in sales as well and just business in general, they do, they feel like if they let somebody else do X. Then it’s not gonna be done the way that they would do it it’s not gonna be done as well as they would do it, um, therefore I’m not gonna let you do it, so I’m gonna be an overworked, burned out founder, um, and, and it’s not, and it’s not sustainable and so, so part of this too is if, if you as a founder are a great visionary fantastic, go be that visionary speak at conferences, let your board go out and find the volunteers. Let your board go out and find your staff. You don’t need to be doing that. You need to be out. Casting the vision And, and putting it out there and even more, do you have somebody that’s on your bench? I’m putting that in air quotes. That if something, you know, choose your choose your story if you get hit by the bus or if you win the lottery, but if you know as the as the founder, if suddenly one day you’re done. Can somebody come in and step in? And keep that vision going. And a lot of times because the founder is afraid to give up any of that or share that and I’ve seen this with a lot of nonprofits when that founder is gone that service that thing it may hang on for a couple of months but a lot of times it just dies on the vine. Because that hasn’t been passed down, that that hasn’t been. That that story, that, that history, that importance of the partnership. Isn’t known to the rest of the folks and it’s hard for them. To step into that, especially if the founder’s holding on to it like this with both hands all the time. Yeah, you gotta, you gotta recognize your own boundaries. What your strengths are. Excel in those maybe, you know, and as well broaden to other areas, but, but not like go learn, uh, HTML so you can program, you know, so you can code your code the code the, uh, code the sliders on your website, right? Not that yeah and I’m making a terrible face because I remember I was asked to, I was asked to, to do HTML once when and it was a I was on a team of 4 people and it was a disaster. I was terrible at it. I’m a, you give me the like I will go speak anything. I’ll go sell it. I’ll go talk it. I’ll go, I’ll go to conferences, but don’t ask me to like. Make the make the sausage like no it’s, it’s, I’m not good at it and, and thankfully my boss gave that assignment to me once and was like, yeah, we’re not doing, we’re not doing that again you were not successful it made the rest of the team unsuccessful and by the way, all the time that you spent on that was still way worse than anybody on our team could have done like that so it was a big waste of time in a couple of different ways. On the other hand, if you are a visionary type and you love to speak about the work, then going outside your comfort zone might mean maybe starting a podcast perhaps. uh, maybe doing more writing, maybe expanding from speaking to blog posting or write or writing op-eds or writing a journal article, you know, whatever, uh, that, that, I’m an example of productive. Growth outside your, outside your comfort area versus learning. HTML or C++, you know, so you can, you can code the website. Um, all right, let, let’s talk a little about Jason because, uh, you, you got, uh, you got forced out of your comfort zone 2018, uh, you say you were given the gift of severance after 10 years. And so tell, tell, tell that, that growth story, yeah, so, so it’s, it’s interesting, um, the catalyst to that was about 2 years before I had gone to with, with many of my coworkers we had gone to a, it was a global, it was called the Global Leadership Summit. I don’t think they do it anymore, but the time that we did it there were, I think they had 75 or 80, um, remote locations around the world. And it was a 3 day conference. It was all virtual. This was pre-COVID, um, all virtual unless you were like in Chicago where they were doing it and um. All kinds of like, uh, Melinda Gates was a speaker, um. Uh, one of the Covey’s was a speaker. Um, Patrick Lencioni was one of the speakers. I mean, it was a pretty, it was a pretty solid cast of characters that were speaking. And um. One of the speakers asked a question. He said, if you are a leader, whose permission are you waiting for to lead? And that just hit me between the eyes and in fact there was a a good friend of mine sitting behind me at the conference who poked me in the back when he said that as if to say, hey Jason, what are you doing? And um so that was about that place was where I was was about 45 minutes from my house. I drove home and I’m like I’m like all right. So I believe do what you can with what you have where you are and I was like, so here I am in this corporate job I’ve been here for 8 years, when is the last time that I was inspired at work? And so as I drove home I was trying to think about that. I went back in my memory about 3 years and I could not think of a time in the last 3 years that I had been inspired at work and I’m a guy who looks for it, right? So 3 years looking for it didn’t find it. I’m like, what about these poor saps that work that I work with who don’t look for it? I can’t, who’ve worked here for 20 years. I can’t imagine if they’ve ever been inspired at work. So I started this little group. It started with an email to 6 people. We had at that time there were 3 divisions, 2 people in each division. I wanted it to be cross-divisional, and I, and I wrote, I wrote the email right when I came home that night. And the email was basically, hey, I just went to this conference I’m inspired wondering when the last time was you were inspired at work. I’m gonna start this thing where we’re gonna get together once a month over lunch we’re gonna watch a TED Talk, we’re gonna have a conversation and then we’re gonna go see if we can change the culture and we called it tribe vibe based on this idea that your vibe attracts your tribe, so what you put out in the world brings your people to you. And with the with the goal of changing the culture in this company. Correct. OK. Yeah, like your tribe vibe that group grew from 6. To 300 people in 9 months, all word of mouth. And um. I was told, uh, very long story short, but basically I was told I, I was brought into a meeting with the, um, legal counsel of the company along with my boss and another VP and they said we have some, uh, we have some exposure risk here by the way, this is one of the companies still today that has a pension plan for people on top of your 401k. OK, so it’s a, it’s a great people, you know, you wanna stay for as long as you can. And they said, well, we, we have some exposure and I said, what do you mean? And they said, well, we, um. Um, You know, you’re using company email, company space, we’re afraid that people might organize. And I was like, You mean like a union? And they go yeah and I laughed. I literally, Tony, I was like and then I looked at everybody and no I was the only one smiling or laughing and they said basically you have to shut it down and what I learned in that situation was a couple things um. I had more and I can say this now after much reflection and some therapy. Um, I had more social and political clout than a couple of the leaders in the company because of this thing that I was doing and so I was told eventually that I had to shut it down because it was an unsanctioned event. And that the things that we were doing, this was pre-2020, they said this, this is not in our 2020 vision for what we want inspiration, inspire, we, we, we, we can’t be inspiring the employees, not on company time. you know, inspiration, that’s a very bad thing for the company to have. And so what’s funny is I knew. Probably 2.5 to 3 months before it happened I knew that my job was gonna be eliminated and I actually knew on the day that it was being eliminated because I got a meeting invite for 8:15 in the morning. I’d never had a meeting at 8:15 in the morning, so I’m like, OK, I know what this is. So what’s funny is I they want you out before everybody else comes in. Exactly. Well, what’s funny is I knew I was traveling when I got the invite and I came back the day before. And I just spent that entire day packing up my desk. I had two desks actually, one in HR and one in the business. I packed all my stuff up and I basically went around. I’d worked there for almost 10 years and I found people that I really had great relationships with and said, I’m probably gonna lose my job tomorrow. I hope to see you, and they’re like, What do you mean? And I loved that because that. That doesn’t happen, right? You get, you get let out before everybody comes in somebody else packs your desk up and then you come in like a sap on a Saturday when nobody’s there to pick up your stuff so that you know nobody can see you well I packed all my stuff up the morning of and I’d already cleaned out my desk and my boss said, hey, I’m just curious, he said, did you clean out your desk yesterday? and I said I did and he said why? And I said, well, because. I know you don’t think this is the case, but I can tell you that whenever these kinds of things happen, everybody in the company knows you guys are the only ones that thinks that think it’s a secret, and he said, so, so you have everything? he said, what about your laptop? I literally had it in my bag. I gave it to him. He said, what about your parking pass? Here it is. What about your company credit card? Here it is. What about your badge? Here you go. And he goes, you don’t have anything left on your desk? and I said nothing. And he said, huh He said wow, he said that’s a first he said I, I will probably always remember that and this is true, Tony. I looked him in the face and I said well that’s great because the company that I am starting tomorrow. As a result of me losing my job, one of our core values is to always be memorable. So thank you for helping me get it started. And you know what’s funny about that too, Tony, is about a year before that happened, my daughter at the time was 8. She came bouncing through the kitchen. We had a trampoline in the backyard. I’m sitting there drinking the last of my afternoon espresso. She comes bouncing through the kitchen, 8 years old, looks up at me out of the blue, and she goes, Daddy, do you like your job? And I was like, oh God, how did, how did she know? So I gave her some, you know, adult BS answer of like benefits and you know you don’t always like everything that you do but blah blah blah try to keep it short and sweet and I looked at her and I go, does that make sense, sweetie? And I’ll never forget that she, she goes, she took a big big big big deep breath she went. And she looked up at me and she goes, yeah, I guess, and then she goes. I still think you need a new job, damn, and ran out, leaving me wisdom of an existential crisis 8 year old wisdom, and a year later and a year later I was done. So she, she knew, and, and I will tell you that that. Even then I was, I was grateful for the push off the edge because I had been in the comfort zone of the paycheck and the things and I wasn’t gonna start unless something like that happened and that was the catalyst and talk about getting comfortable being uncomfortable real quick um that’s what I did they did give me severance which was great and I use that as like a small business loan that I didn’t have to pay back and. Here we are almost 10 years later. Congratulations. It was, it was a gift. It was, it was, it really was. It really was because I don’t know how much longer I would have toiled. Yeah, I could say toiled in misery because I was pretty miserable by the end before I would have said enough’s enough. Yeah. Let’s talk more about the idea of. Asking others for help. We, uh, we, we skirted on a little bit, you know, in, in the founder scenario, but it doesn’t only apply to founders. Recognizing what you know, what you’re great at, what you’re not, and what you need help with, and bringing others for that help. Yeah, and I would say the first step in this is just to know that you can’t do everything and I, I coach a lot of executives and I would say. 99% of executives that I coach, we eventually get to a conversation where I say, Where it just becomes evident that that um complete perfection is the goal of whatever it is they’re doing. And I say, so perfection is the goal, right? And they’re like, well yeah, of course, um, well why aren’t you asking for help? Well, because they can’t do it this way and they can’t do it this way and they can’t do it this way and I do this and I do that and I say, OK, well then here’s what I’d like you to do and if I’m sitting face to face I will do this. I’ve done it several times. I’ll shove a piece of pad of paper across the desk with a pen and I say, OK, so if perfection is the goal and that’s where you’re trying to get to and nothing is good enough, can you just take as long as you want, by the way. Make a list of all the people that you know who know everything and never make a mistake. I’ll wait till you’re done. I’ve never had one person put one name on that list. And the point of that exercise is you have made perfection the goal and perfection is unattainable, so the first thing that you have to be willing to do is to say I can’t do it all. I have to ask for help and if you can get that’s first, secondly, if you can get over that people are gonna do it differently than you, if you can get away from the how it needs to be done and be more focused on the end result, I think that’s a lot easier to let go. Um, because so many people are like, but I would do it this way or I would start here. Does it matter if you still get to the, if the product looks the same, does it matter how the sausage was made? I don’t think it does, but for some people that’s where they get hung up. And then the next thing is this, and it goes back to the sort of and kind of thing. If you’re gonna ask for help and I’m gonna give a shout out to a lady named Jenny Robbins who taught me this when I first started my business. She has a core belief, and I’ve seen this core belief in action, and that core belief is that people genuinely want to help. They genuinely do want to help. And the more simple and easier that we can make it for people to do that, the better our chances are at getting help. So here’s what I mean by that. So if you say picture two different types of emails you’re sending, you’re sending out an email because you need help at an event this weekend, it’s your biggest, let’s call it, let’s say it’s a, it’s a golf outing, OK. You send, you’ve got, you know, 50 people in your email contacts that say, hey, anytime you need help give me a call. I’d love to help. Great, so here’s your, here’s a time. So you reach out and you say, hey. You know, over time you all have told me that you wanna help and now’s the time and so this weekend we’re having a golf outing and we would love any help that you could provide. We start at 6:30 in the morning, we’re done at 4:30 in the afternoon and we would love it if you could come help. Well, did you just ask me to go from 6:30 in the morning till 4:30 in the afternoon? Because if so, I’m not giving up 10 hours of my Saturday likely why? Because I like being comfortable and that’s gonna make me a little uncomfortable, so I’m not gonna do that. So put that next to. If you’re on this email, it’s because you have said hit you up when we need help. This Saturday is one of those opportunities. We have a golf outing. It’s our biggest moneymaker of the year. We’re looking for people to sign up in 2 hour slots to do this, this, this, this. Down below is a form you click on it. You can put your name and sign up for what you want. I’m gonna follow up in 2 more days if I don’t hear from you. We’d love to have your help. That’s a very different ask for help, and you’ve made it very easy for me to sign up. Versus, you know, Send me back an email and we’ll find a time and we’ll go nobody wants to do that make it super simple, make it super easy and the same with the board, you know, people are like. I didn’t know this when I when I got on boards um somebody told me this who had a lot more board experience than I did they said, well, you know, when you, when you recruit a board you want that board to give you money. Uh, it’s kind of an understood that the board members are going to give you money and I was like. That’s new. That’s news to me. Understood. Well, there’s a, there’s a problem. It’s just understood, right? And, and so again, for me. When you, when you make an ask for somebody to be on the board, why are you asking them? Hey, you’re, you’re a genius at strategy. We’ve struggled with strategy for the last couple of years. We have 4 board meetings a year, 1 a quarter, plus a half day planning thing. I would love it. If you would, would come check out a board meeting and see what it’s like, get a taste. And then if you would agree we would love to have you as our strategy person on the board for the for the coming year for those 5 meetings. I really think you could help us so that’s the commitment 2 hours, a quarter, a half day at the end of the year. You’ve just told me exactly what it is. I don’t feel uncomfortable asking questions because you’ve laid it out, but it’s totally different than, hey, we need, man, we are really hurting for board members. You know anybody who wants to be a board member? Would you like to be a board member? What does that mean? What does that look like? What am I doing? How am I helping? Why are you asking me? Do you just need a body or is it because I do something well? And by the way, if I do something well, I love to hear that from you that we’re asking you to do this because you do this well because we all have egos, most of them like to be stroked, so yeah, that feels good thank you for asking and I would like to go use my talent in that way to help your organization. So being specific and just making it very easy and very simple for people to say yes. The more clicks, the more barriers, the more challenges you put in place between the ask and the yes, the less likely it’s gonna be for you to get the yes. Leave it right there. That’s Jason Barnaby. Even his, uh, water bottle is orange and fire, fire orange. Jason Barnaby, he’s the. Chief Firestarter at firestarters Inc.com. And you can connect with Jason on LinkedIn. That’s where he and I first met, thankfully. Yeah. Jason, IU, congratulations on, uh, the big Indiana University, um, is it, was it baseball, football? No, it was football. Football national, national championship, first ever in, in, uh, school history. Exactly, that what he just, what he just said. And thank you for sharing, uh, wisdom, on, on selling, on, on bringing people to our cause. That’s, that’s what we’re selling. We’re selling our cause. And, and it’s important, you, you know, somebody asked me once, they said if you don’t tell the story, who’s going to tell it? I think that’s a great, it’s a great, who’s who’s telling your story to bring the people. Because that’s, you can’t do it on your own. Next week, emotional intelligence for leaders. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. 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 March 16, 2026: Podcasthon: Athens Area Humane Society

 

Cheryl McCormick: Podcasthon: Athens Area Humane Society

As part of the worldwide Podcasthon, we make space for Cheryl McCormick, CEO of Athens Area Humane Society, in Athens, GA, to reveal her secrets to enormously successful Planned Giving fundraising at a small nonprofit.

 

 

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And 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. Oh, I’m glad you’re with us. I’d get slapped with a diagnosis of heteronymous diplopia. If I saw that you missed this week’s show. Here’s our associate producer, Kate, to introduce it. Hey Tony, here’s what’s going on. Podcast on Athens Area Humane Society. As part of the worldwide podcast on, we make space for Cheryl McCormick, CEO of Athens Area Humane Society in Athens, Georgia, to reveal her secrets to enormously successful planned giving fundraising at a small nonprofit. On Tony’s take 2. Thank you Here is podcast on Athens Area Humane Society. It is a genuine pleasure to welcome on on so many levels, Cheryl McCormick, PhD to nonprofit radio. Cheryl is CEO of Athens Area Humane Society in Athens, Georgia. And a board advisor to Wild Paws Midwest Animal Sanctuary. She’s a co-author of the book Identification and Biology of non-native Plants in Florida’s natural areas. The Humane Society is at AthenshumaneSociety.org and Cheryl is on LinkedIn. Cheryl McCormick, welcome to Nonprofit Radio. Thank you, Tony. Number one fan. You are the number one fan. You took it out of right, took the words right out of my mouth. You are the number one fan. You’ve been listening to this show for years, years. Uh, it’s incredible, and you were in my planned giving accelerated course. Uh, we got to know each other then through in 2021, even better. I’ve been down to Athens. I’ve visited the Humane Society. I loved it. I the surgical center, the beautiful pet accommodations that you have, the outside spaces. Uh, yeah, I’m your number one fan. Uh, all right, so it’s, it’s, it’s reciprocal. Um, so, and I love your, uh, animal. I, I did not know you were a co-author of a book, so you’re all about animals and plants. Yes, I am an ecologist by training, and, uh, that informs everything I do and my perspective in the world. I know your PhD perspective on plant gifts, oddly enough. Interesting. All right, so we’re gonna talk about what, what influences your perspective on plant gifts, but yes, I know you’ve got your PhD in ecology, uh, your bachelor’s degree is in environmental science. So, I don’t know, fair to say, uh, fellow tree hugger? Absolutely. Good, good. I’m glad. I’m very glad. All right. So we’re gonna talk about, uh, Athens Area Humane Society and specifically your, your work in planned giving, uh, for the society, which has been gangbusters. Um, but I want to explain to folks why we’re focusing on a charity, uh, an individual charity. We have never done this. Never. I turned down lots and lots of pitches. You know, please profile our good work, our exemplary work, uh, our CEO’s leadership of our, our transition and, and our charity, and I routinely turn those down to a, to a, to a single one, every one. So why are we focusing on this nonprofit? Because This show, this episode is a part of something international called Podcast Th. Podcaston. And I thought it sounded like fun. It’s, it’s an, uh, it’s an invitation to devote one episode of your podcast open to podcasters throughout the world. Uh, to an individual nonprofit whose work you love, and I thought, well, I know Cheryl very well. I’ve visited the Athens Area Humane Society. I know she’s doing incredible work with Planned Giving, which of course is near to my heart. I’ve been doing planned giving, devoted to it since 1997. I’m publishing a book on planned giving this year in September. So I thought, OK, I’ll, I’ll join the podcast, on. I’ll join this international, I don’t know if it’s a movement, it’s an event. I, I’ve never heard of it before, so I can’t say it’s how many years old, I don’t know, but I thought, all right, this could be fun. So this episode alone, we’re focused on a nonprofit and, uh, the plan giving work there. So, That’s why, that’s why we’re doing this, and that’s why Cheryl is, uh, the perfect guest because I just, I know her so well and, uh, she’s a CEO for Pete’s sake. And I love, I also see, I love seeing women in senior leadership roles. Absolutely. Uh, there’s not enough of it. All right. All right, that’s enough of my talking for, for a while. Tell us about, uh, Athens Area Humane Society, Athens, Georgia. Let, let us know about the institution. What’s it about? Oh, thank you, Tony. Well, um, I am so honored to be the leader of this awesome organization. We’ve been serving this area in the Classic City, home of the University of Georgia for over 126 years. So we are a mainstay, a treasure in this community. Uh, we are a no-kill facility. Uh, we are donor and community-supported, which is very important to me personally and informs everything I do in, uh, philanthropy work. We, uh, unite pets with Forever Homes. We have a beautiful clinic as you alluded to. Uh, we perform nearly 10,000 spay neuter surgeries, uh, a year, and we serve up to 39 of Georgia’s 159 counties through, uh, either our free monthly vaccine clinics and or our, uh, Full Belly Food bowl program. And, uh, last year, we distributed nearly 215,000 pounds of food. So that tells you probably a lot about uh the need and uh the state of pets and pets families in not only Georgia, but it’s mirroring a lot of what our colleagues are doing around the country. And, uh, if you are in Atlanta or the Classic City, I hope you’ll stop by, give me a ring and we’ll, we’ll sit down and talk about planned gifts and give you a tour. You’ll love the tour. Yes, um, look at like plan giving is in your DNA. Like you’re inviting the world to come, come chat, come chat with us about a convert. We’re gonna get there. All right, we’re gonna get there. I say, uh, you’re giving me chills again. Um, uh, we’re gonna get there. Tell us about the, the institution, you know, like budget-wise, employee-wise, things like that. Thanks for asking about that. We, um, about 2/3 of our employees are full-time. We have, uh, 33 employees, so pretty small. Our budget is, uh, approaching 2.75 million. So kind of squarely in the small to mid-size. We fit your audience, your intended audience. Perfectly. We are the other 95%, which is um why I pay assiduous attention to what you’re offering. I love, I love Tony non Tony Martignetti Nonprofit Radio. The advice is solid. It’s pragmatic, it’s actionable. Guests are really great, which is why, uh, I wanted to get involved with the accelerator. Um, I had the benefit of a year off and while I was pursuing my, uh, CFRE, um, I took a course at one of our better known, uh, national, um, institutions. Yeah, I know you told me that everybody would know the name. Yes, yes, um, and it was very, very heavy on, on corporate tax law and very detailed in terms of estate planning. Uh, which was fine. The audience was not my peers. A lot of them were a state attorneys. A lot of them were, uh, PGOs at major institutions, and I, I didn’t feel like I was positioned for success in my own work at a small nonprofit. I was really trying to get at. How to structure the processes, the systems, how to know your donors, where to start in a small nonprofit that usually doesn’t have any of, of these programmatic milestones. And so when you’re starting from scratch, you often don’t know how to start at all. Um, so there was a, a gap in there and, and through you and, you know, my peer group at the time through the accelerator. Man, I, I, I got everything I needed and I hit the ground running and I saw the results. Within a year, I had already secured $1.7 million in gift commitments. I know, incredible. Um, and you’ve, you’ve taken it multi multiples of that. We’ll get to, we’ll get to that, we’ll get there. Um, share, share your, your, your philosophy around plan giving. What, what, how, how do you, how do you think about it? Yeah. How, how do you think about it? How does, how does it fit into the, the overall fundraising at, at Athens Area Humane? Yeah, thank you for asking that. That’s a great question. We are deeply relational in our, um, Philosophy and, and in everything we do, we take donor relations very, very seriously. My, my personal philosophy about planned gifts is, you know, I have seen probably a lot of us have experienced the transformation in our organizations through, uh, a bequest or other vehicle that comes in and maybe we didn’t know anything about this donor. It just shows up on our door, probably like 90% of, of gifts, right? And we lost the opportunity to thank the donor, to get to know them and what they really cared about. Um, and I, I just feel like Tony, you know, that’s your last philanthropic expression of what you cared about in this world, how you wanted to make a difference in the world. Um, and the inability to, to, you know, thank an individual and their family for putting you and your organization on par with family through their last philanthropic expression of generosity is, um, gosh, that I, I live for that, right? You, that is your opportunity to get very close to the donors in your portfolio. And make sure that, uh, their impact in this world, they are remembered for what they cared about most. And I, I take that very seriously. And I, I feel like, Tony, a lot of us get hung up on, you know, the The details of a solicitation. What specific language? How do I ask? That has nothing to do with it. You’re not talking about death. You’re not talking about like, what is this, the magic sentence. It’s about getting close to your donors. When you have that solid foundation, yes, you need a gift gift acceptance policy. Yes, you need to know what they care about through segmentation, but, you know, this is the ultimate expression of a relationship. So, you know, it’s dating before you marry. It’s a be a long, long walk. But when you get to know your donors so well, what makes their heart sing, what they love about your organization, and usually, you know very well, Tony, these are not, you know, A top hat wearing, you know, everybody’s stereotype of, of what a wealthy person is. These are your most loyal, usually lower, right, in the, the base of the pyramid. They’re your most loyal donors. They’ve been with you for 5, 1015, 20 more years. And so, you know, you already have some sort of relationship with them. And then inviting them to be a part of, of a long term legacy, wow, that’s just an honor. It’s an honor to steward. It’s an honor to ask to be a part of their life, and it’s an honor to be remembered. Yeah, that’s my philosophy. Outstanding. All right, there’s a lot packed in there. We’re gonna, we’re gonna pull on a couple of those threads, um. The deep relationships, you know, the, talk about how, how you get to know folks through. Their, their planned giving journey. I mean, you know, uh, uh, you’re, you’re absolutely right, and I, uh, you know, you, I guess you learned the lessons well. You know, these are your most loyal committed donors. We’re, this is, plan giving is not a donor acquisition program. We’re, we’re talking to folks who have been with you, as you said, for 5 to, could be 30, 35 years. These folks may have been giving and, you know, they may have lapsed a couple of times. I’m not, you know, nobody’s saying it’s every single year for 30 years or something. They may have lapsed a few years, but as long as they’re current, as long as they’ve given in the past year or two, I, I, I absolutely agree with you. Um, they, they are that kind of longevity. They are great plan giving prospects. So the depth of relationship that you have with folks through your planned giving conversations, whether they’ve made their commitment or not, they, they may not have said yes yet to share the, like the, the, the, the joy of these relationships. Yeah, gosh, uh, so many to choose from. There, uh, uh, you know, I feel like organizations, uh, my size, smaller, we are in such a sweet spot to, uh, to really get close to donors in a way that maybe large institutions, they’re just not geared for that, right? So, yeah, that’s an advantage. That’s an advantage for the, for the small and mid-size orgs. It’s time for Tony’s take 2. Thank you, Kate. Thanks so much for listening to nonprofit Radio. We are grateful to have you, our 13,000+ listeners, weekly, weekly listeners in, in your small and mid-size nonprofits. It’s the audience that makes us. It’s the audience that we do the show for. If I didn’t think the show was helping small and mid-size nonprofits, I’d, I’d stop doing it. So, it’s, it’s for you. It’s for you that we produce this show. So every once in a while, I like to say thank you. Because you’re what keep us going. And when we get ranked, like, uh, what’s that, million podcasts, you know, top 10 podcasts in fundraising. That’s because you’re with us. So. It’s a, it’s. It’s a win-win. I don’t really like that win win. It’s symbiotic. You’re helping us We’re helping you Yeah. Symbiosis. I like that better. Every podcast ought to be symbiotic. Everyone should be helping their listeners, and the listeners should be continuing to listen. I hope that’s true. I hope that’s true for other podcasts, but we know for a fact. It’s true here, nonprofit radio. We got the symbiosis. Thank you for listening. I’m grateful that you’re with us. I’m glad we can help you. That is Tony’s take 2. Kate. Yeah, thank you for being with us week after week. We’ve got just about a buttload more time. Here’s the rest of Podcast on Athens Area Humane Society with Cheryl McCormick. If, uh, if somebody is giving, uh, a, a gift that is significant to them through a planned gift vehicle, how many times do they get to, you know, uh, at a larger institution, a library, a hospital, a university, they’re not talking to the CEO, they’re not talking to the, you know, the, the head of the pyramid, where the leadership at a smaller institution is accessible. And quite frankly, Tony, uh, we As leaders of small organizations, it’s our job to bring in resources to the organization and to garner that community support and hold it dear and to establish relationships with our supporters. I gotta, I gotta, I gotta stop you for a sec because I, I have a great anecdote about the, the value of that CEO donor connection. I just heard this morning from a client that I work with. The, the donor framed the thank you letter that came from the CEO. They framed it. The a letter, it’s just a letter. It’s not a certificate of, you know, suitable for framing. They framed and hung the letter from the CEO thanking them for their gift. So, you know, leaders don’t think that, you know, oh, my, my signature, my letter, it, it’s not that big a deal. It is. You’re the CEO of the, of the institution that they’re considering or they’ve made the commitment to, as Cheryl said, put right alongside loved ones. Husband, wife, partner, children, grandchildren, you’re up there with them or they’re thinking about it again, maybe they haven’t made the commitment. The CEO time, the CEO attention, it’s, or executive director, whatever the title is meaningless. The senior leader, that, that attention granted is, is, is enormously valuable and meaningful to your donors. Sorry, I can’t underestimate that point enough, especially in planned giving. If somebody is going to think of your organization, uh, in, in this very important ultimate gift of theirs, they want to have confidence. In leadership’s vision, in the stability of the organization, and have a high degree of trust. You are, as the leader, you are the face of the organization and the representative of the organization’s values. If you don’t get close to your donors in this way, you’re missing a a grand opportunity. Yeah, that, thank you for saying that. And I, and I mentioned it, Tony, because one of the, the most transformational, uh, gifts that we actualized here in the last 3 years, um, came from a donor who just walked in, uh, fortuitously. His wife had recently passed, and he wanted to give a gift in her memory and approached a much, much larger organization. And, um, his assessment was it wasn’t enough to make them. Inspired by the gift, even enough of them to acknowledge, and we just went crazy. And so, so, you know, we invited him back. Our whole lead team was there. I asked, you know, what did, what did Elle, his wife, what did she care about most? And that was the conversation, and it was very emotional to to him. It was beautiful for us. We crafted a donor offer that allowed him to remember his wife in exactly the way he wanted. That led to, uh, several major gifts, but it also ultimately in stewarding that gift and actualizing it and reporting back on the impact so quickly and so meaningfully. Uh, he included us in, in his estate as well. And I mentioned that, Tony, because I, I think a lot of small organizations, because it involves, you know, the concept of mortality, which we’re all going to experience. There’s something very different and very scary about planned gifts, but it, I, I just think of them as deferred major gifts. And so, yeah, this is not a death conversation. Uh, no, allay that fear, right? What, what are you talking to people about? Yeah, you know, I, I, I, I think the most important thing that I do, I am so passionate and enthusiastic about this organization. Um, I’m not leaving any opportunity on the table. And so when I’m getting to know somebody, I let them know that, you know, I’ve left the Athens Area Humane Society in my own will, and my life is not complicated. It’s a very simple will. I have it right here. And, and I, you know, it’s here, the documentation is here, and so I can, I can share my excitement about how I want to leave. This organization whose work I genuinely believe in, my dreams and hopes for that, and then I may ask them, how do you want to be remembered? You know, that’s not about death. That’s about life. That’s about dreams. That’s about hopes. And, you know, if you have a relationship with your donor already, that’s a very easy conversation. And even if you don’t, you know, you’ll, if you’re walking with them in their philanthropic journey, you will intuit. I have a genuine belief in this. You’ll intuit when there’s an opening for that conversation. And then, you know, maybe your conversation is something like, hey, you know, I would be remiss if I didn’t mention that, you know, many of our supporters like to remember the Athens Area Humane Society in their will. Have you considered leaving us in your estate? Let’s, let’s talk about that when, when the that’s, that’s it right. There, there’s, there’s the solicitation. If, if folks are wondering, how do I solicit planned gifts. Rewind 30 seconds and listen to what Cheryl just said, because there’s a, a perfectly humane non-death question. Planned gift solicitation. You just said it. Yeah. And you know what, even if I, I usually leave that as a parting thought, and then, you know, maybe follow up because there I can tell when they’re, when I’ve rung a bell, their eyes will start scanning. They’ll lean in a little bit. It, it’s a, how many people in your life will ask you. Tony, how do you want to be remembered? Like that’s a very profound conversation, and that’s about trust, right? It’s also about vulnerability. That might be something that they’ve always wanted to share with somebody, but it feels too vulnerable or maybe judgmental to have with their own family. So, you know, they feel seen, they feel heard, and even if they’re not considering us in their will at that time. They may down the line in ways that, you know, I, I’m not aware of. Brilliant. All right, let’s get, let’s get to the numbers. Uh, since, uh, so you finished the plant-giving accelerator course in 2021. We, we were all wrapped up together, the whole class of, it was 17 or 18 folks. Uh, we wrapped up at the end of 2021. Since then, What’s your, what, what’s your known, I mean, a lot of planned gifts, the value is unknown. What, what’s the, what’s the value, you know, don’t be humble because it’s, it’s extraordinary for a, a $2.75 million dollar a year agency. What’s your, what’s your planned gift known total so far? As of today, we’ve secured $10.3 million in in incredible. It’s like it’s like 3.5, 4 times your whatever, 3, 3.5 times your annual budget. Yeah, I mean, this is securing the, the future of our organization. And, and these are just, I, I, I think I had a conversation with you once before years ago about, you know, maybe it was Russell. Russell James, who said for every gift that you’re aware of, there might be 6 that you’re not. And so I know that they’re out there. And so, you know, we have a very robust, um, comprehensive marketing plan around planned gifts just to get people thinking about their Yeah, uh, uh, about their philanthropy, their giving, and that you don’t need to be a wealthy person to do it. Absolutely not. Yes, that’s another point that you made that I wanted to tug on a little bit. Yes, this is for your modest donors, your folks who make small gifts, and, and I use the word small, that doesn’t make them small people. I’m not coming. On their character. I’m just saying that they give small gifts. Some people prefer to say modest gifts. This is not only for your major donors, not only for your wealthy board member donors. You’re, you’re leaving a lot of money on the table if you’re only talking to folks that you believe are wealthy about a planned gift. This is the ultimate gift for any donor, any donor. I say nearly anyone could afford a $1000 gift. In their will. And that’s way below the national average, which is about $35,000. But even a $1000 gift, if that’s what it is, and I’ve seen those, uh, that actually, that’s the smallest gift by will that I’ve ever seen is $1000. Even that, you know, a lot, in a lot of our nonprofits, that’s a, that’s, that’s a significant gift for the year. It gets you into the, the, the giving circle or the president’s Society, whatever. But that’s, uh, you know, that’s an outlier. That’s way below the average and almost any person in the US could, could do a $1000 gift in their will. So, by no means, uh, I’m just, I’m just amplifying what Cheryl is saying. Um, by no means only for your wealthy donors. You’re, you’re making a big mistake if those are the only folks you’re, you’re, you’re, uh, you’re prospecting plan gifts from. All right, talk about your robust plan giving marketing. Plan that you have that is educating folks and encouraging gifts in wills or other types of, uh, planned gifts. What does that robust marketing plan look like? Oh, thank you for asking. So, uh, every January, you know, we, we have a budget that coincides with the calendar year. So we plan our, our fundraising and marketing activities throughout the year. And so we chunk it off into quarters. And so we make sure that every quarter we are reminding our community about the power of uh planned gifts, but that includes everything from Uh, a branded video where I’m talking about planned gifts, um, and it’s super fun, of course, it involves pets, but the pets are just a, you know, a sidekick. It’s, uh, it makes people sometimes more receptive, you know, to the, to the message. Um, everything we do, Tony, you know, that might be normalizing gift conversations. Uh, of course, we have, like many organizations, we have it on our website. Um, we have promotional, uh, materials that we might put in a donor offer. Um, everything we do from our email signatures, if you send me an email, on the bottom, it’s gonna say, you know, thank you for, you know, um, considering, you know. The Athens Area Humane Society in your, in your will of estate plan, our business cards have that tagline. She’s holding up, she’s holding up her business card. What does your business card say? What, what does it say? This is my, uh, cat Franklin, and he is reminding everybody to please remember the Athens Are Humane Society in your will or estate plan. Everyone can that’s on the back of your business card, right? Yeah. The whole side is devoted to Franklin and planned giving. Outstanding. Yeah, very simple. Business cards, email signatures. Yes, and, um, you know, what I, what I really learned how to master in the planned gift accelerator was, uh, lead generation and prospect, uh, communications by looking through your CRM. So with a, with a little searching, I can send a letter inviting that conversation. So, you know, everything from, you know, email marketing, social media, we’re a little, you know, that, that we’re not broadcasting out, you know. To the world, right? Just like everything else, our communications are segmented and they’re targeted, they’re strategic. But just normalizing that conversation, so the more you talk about it, the less hang up you have about it, you know, you’re the, the obstacle about death, the obstacle about mortality, it just doesn’t come up. Yeah, it’s not right. It’s not about death. It’s about the life and longevity. Of Athens Area Humane Society. And you’re also asking folks how they would like to be remembered. Wow. All right, I get chills again. This is the third, all right, once before we, we went on mic, I got chills, then I got chills before it. Now I got them again because I’m, I’m, I’m like, oh, I, I am. I’m overwhelmed by the, by the success. 10, I don’t want to cut it short, $10.3 million. What? 10 $10.3 million in known. Known planned gift commitments. By the way, I think you heard that from me, not from Russell James. For every gift you know about, there’s another 7 to 8 that you’re not, Tony, I’m already robbing you of your like, no, but if there’s anybody I would love to be confused with, it’s Professor Russell James at Texas Tech University. He’s, uh, by the way, Russell James is, is, has written the foreword for my book. Of course he has. That just makes sense to me. The book which you have contributed to. So folks, if you wanna, if you wanna read about Cheryl’s philosophy of planned giving and, and donor, just, I don’t know, donor centrism doesn’t just really capture it. Just being humane, humane to people, authentic. Uh, presenting as her authentic self, like, so she’s a contributor to the book, uh, Planned Giving Accelerated, which Russell James wrote the foreword to. Cheryl is a contributor. Uh, I didn’t rise you to co-author, but if I had known, if I had known you already co-authored a book, I could, I could, I could have brought you in. It’s co-author. All right, so it doesn’t rise to the level of co-author, but 2, 2nd edition, Tony, in the 2nd edition, the 2nd edition will be co-authored, um. So, no, but I’m, you know, I’m, I’m overwhelmed by the success of your small, I mean, in the big scheme of nonprofits, under $3 million a year budget. I mean, to me, that’s a small nonprofit. And you’ve got outsized planned giving results. Well, you know, and it’s not like, you know, I’m, I’m swimming in, you know, donors that are extremely affluent. If we can just focus on those loyal donors, they want to come beside you on this journey. And it, it, you know, every nonprofit leader out there feels passionate about their organization. If you are authentic to your point and let that enthusiasm show and build that trust and confidence over time, my success, I don’t think is exceptional. Um, I’m just probably a little more Maybe, um. Extroverted is not even the word. I’m just genuinely in love with this organization, and I know every nonprofit leader shares that enthusiasm. Don’t be afraid to let that show, you know, your, your donors want to see that in the leadership. We’re gonna leave it right there, Cheryl. That’s beautiful. Cheryl McCormick, PhD. The, uh, Athens Area Humane Society in Athens, Georgia is at AthenshumaneSociety.org. You can connect with Cheryl on LinkedIn. Cheryl, genuine pleasure. What, I, I’m over, uh, yeah, I overwhelmed. I’m saying it too many times. Thank you. Thanks for sharing. Thank you, Tony. You have been, uh, a silent sidekick throughout every nonprofit organization I’ve worked for through the podcast. I love it so much. Thank you for being a, a trusted ally and a friend. Wow. Next week, sell your nonprofit. I know it’s the host’s fault this time. Sell your nonprofit. We said it was gonna be this week, but You, you, it’s the lackluster host. That’s the only explanation. I forgot. I get a timetable. Podcast on is on a timetable. I forgot that last week. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. 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 March 9, 2026: Your 5-Step Inclusive Strategic Plan

 

Renee Rubin Ross: Your 5-Step Inclusive Strategic Plan

The author of the book “Inclusive Strategic Planning for Nonprofits,” talks you through her strategy of kickoff; discovery; prioritization; planning; and, implementation. She makes your plan a valuable, living resource, rather than a dusty volume sitting on your shelf. Renee Rubin Ross is CEO of The Ross Collective.

 

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And 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. Oh, I’m glad you’re with us. I’d bear the pain of chromycosis if you infected me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s coming. Hey Tony, here’s what’s coming. Your five-step inclusive strategic plan. The author of the book, Inclusive Strategic Planning for Nonprofits, talks you through her strategy of kickoff, discovery, prioritization, planning, and implementation. She makes your plan a valuable living resource, rather than a dusty volume sitting on your shelf. Renee Rubin Ross is CEO of the Ross Collective. On Tony’s take 2. We’re at 26 NTC. Here is your five-step inclusive strategic plan. It’s a pleasure to welcome back to nonprofit radio, a recognized leader on board and organizational development and strategy. Doctor Renee Ruben Ross is the founder and CEO of the Ross Collective Consulting Practice. Her new book is Inclusive Strategic Planning for Nonprofits, a five-step Process to expand Energy, alignment and Opportunity. Her company is at the Ross Collective.com. And Renee is on LinkedIn. Renee, Ruben Ross, welcome back to Nonprofit Radio. So good to be here. Last time we met, it was, we were in person at NTC a couple of years ago. It was the one of the NTCs a couple of years ago. Um, this is less hectic and, uh, and longer. We have more time together. Congratulations on the new book. Oh, it’s so exciting. Yeah, thank you. I know it’s a huge undertaking. Congratulations. Congratulations. Lots of people have books in mind that that never get written. Yours, yours as. Well, it took a few, it took some time and lots of, lots of support, which we could talk about, but, um, lots of, it was an inclusive process actually to, to write this book. Yeah, Outstanding. Then you’re, then you’re walking your walk. Very good, very good. Um, I don’t know if I called this out when you. And I were at NTC together, but, you know, I’m a huge fan of alliteration. And you are Renee Ruben Ross. I just love that your family was able to put it together and then, and then you, yeah, did you marry someone named Ross and Ruben is, yes, my partner is is, yes, your partner Ross. So I, yeah, I love it. I love it. It all came together, Renee, Ruben, Ross. I like our three. Triple R R 3, you’re like, you could be a ranch or to, uh, to do, you know, make that happen really besides, you know, no, I’m sure, but good fortune. I wish my family, I’d like, I, I, I, I wouldn’t be mine like Matthew Martinetti or I don’t know, I don’t, I don’t wanna change my surname, but maybe the first name. But no, I, I’ve, you know, I’m a big, I’m just a big fan of alliterations, so. So let’s talk about inclusive strategic planning. Why don’t you, why don’t you, uh, I mean, just high-level view. What is inclusive strategic planning? Yeah thanks for the question so um so one of the one of the key ideas in the book is there are different people who participate in planning and what what I was trying to get at is there’s a lot of books that are about the the tools and the process and all of that and um I you know refer to some of those but what we’re talking about what I’m talking about in this book is really about who is in the room doing the visioning and building. The goals and the importance of making that an inclusive process so I have this one graphic which is this idea of um deciders, builders and sharers and a lot of processes have deciders that’s pretty obvious what that is a lot of processes have sharers those are the people doing focus groups interviews, all of that sharing their perspective it’s really the builders that make this unique and that is having a wider group who’s going. To be weighing in on their own future and I think that in these times more than ever we need people we need to incorporate people’s perspectives in whatever’s gonna happen next we need people to feel like my voice matters, my, my perspective matters and and that’s what an inclusive process is. So this is not a strategic planning process that the board goes off onto a retreat at a country club for, for a weekend. And comes back, uh, they’ve met with the CEO and maybe the chief development officer and the CFO, and then they, and then at the end of the weekend, we foist on the nonprofit, the 3 to 5 year strategic plan, the 5-year strategic plan. That that’s not, this is not that. I teach a class. I teach a class through Cal State East Bay in strategic planning, and I have a lot of people that come to my, I have some people that have come to my class. Who have experienced strategic planning trauma exactly what you’re describing where it’s like wait we got this thing we don’t know where it came from we don’t know who thought of this this doesn’t make sense to us we don’t feel invested in it and all of that and so this is this really from the beginning it is designed in to say. Um, who are the people who are, who first of all, who, for example, um, I’m doing a retreat tomorrow and the many of the staff members will be there talking about their perspective on the on this organization’s work. Uh, talking about, you know, their experience working with the young people that the organization serves, and then they get to then the staff and the and some of the board members as well get to build that final plan and and set their goals, all of that and that really um it creates a plan that people feel like yeah this is doable we wanna do this these are the right next steps for our organization. Well, you’re getting the buy-in from the people. You’re saying like the builders, to me, the builders sounds like, uh, uh, I’m making an analogy to, to middle management. It sounds like it’s the middle managers. You’re getting buy-in from the folks who the plan. Largely impacts because they’re the ones carrying out the strategic plan. Yeah, and by the way, I mean that, thank you for that point. Um, so one of the things that, that I did in writing this book, I actually, I had a manuscript, and then I, um, I did, I opened it up to a lot of beta readers, and I got a lot of, um, a lot of feedback. And one of the pieces of feedback was, well, who is this book for? And originally, I, like, in my mind, originally it was like, oh, I’ll just, this is a book that I’ll just give to prospective clients and they’ll understand. And our work better. But then people said, no, you know, these processes can be used by a lot of people. So I think that the builders could be every, if it’s a small organization and you have a working board, it might be that the whole board, and there’s one staff person, the whole board and what that one staff person, that those are the builders. It may be that the board and staff together are builders and it also might be like we work with with an organization. Um, recently or a couple of years ago that they had 55 people who came to the retreat and worked together with us to say, you know, what do you, what do we, we have this question, what do we, this visioning question, what do we want to see in place in the next 3 years as a result of our actions, so it’s a practical vision and. Everyone in the staff got to, got to, you know, based on our the work that we’re doing every day, here’s what we want to make happen so it doesn’t have to just be, I mean, I think it depends on the size of the organization, obviously, um, we just heard from an. Organization that has over 100 employees, it’s really difficult to, you know, you are gonna, not every, not everyone’s going to be able to be in the room in that kind of case. Yeah, I just meant it as an analogy like it’s, it’s the, it’s the middle management of strategic plan implementation. Like these, these are the folks who are gonna be doing the work to carry out the plan. So you’re, so you’re getting the buy-in of the, you know, the builders. You, you call them the builders. Um, you, you, so you’re, you’re including them in the process. Obviously, if they’re included, they’re, I, I think it’s obvious, they’re more likely to be enthusiastic about it. Rather than what I laid out, you know, the country club plan after a weekend with the board, and, and, and half the strategic plan was developed over, over glasses of wine, right? Or, OK, someone says that we’re supposed to raise $3 million but that’s not very realistic for, you know, the fact that we have the, the development staff that we have now, you know, so do a year fundraising operation, the $3 million is not realistic in the next 3 years. All right, all right. Um, OK, so, you know, you, you’re bringing people in, it’s, it’s, it’s equitable, um, inclusive. How do we know? When we’re ready for. A strategic planning initiative. What do we need to have in place? What do we need to think through? What do we need to maybe do for the year before leading up to, you know, what, what, like, how do we get our head around, like, if we feel like we, we, we, we, we, we could use a vision for a 3 to 5 year plan, what, what do we need to have in place first? Yeah, and so this is such an important question. Um, I think that there is a lot of information about strategic planning out there. And so sometimes we hear. From people who will say, oh, I’m, you know, I’m starting on my organization. I want to build a strategic plan and no, you do not need if you’re about to create what you if you’re creating an organization, what you need to do at that point is actually start building your organization. You don’t need to, you don’t have enough complexity and actually, you know, time under your your time and time of running the organization to start doing a real. Deep strategy work, um, so I have a, a little grid in the book. It’s also on I’ve written about this in the past where you can look at two questions, uh, what is our programmatic stability and what is our financial stability, and you want both of those to be, uh, you want at least one of those to be high and hopefully both of them, uh, before you start to do some strategic planning. So if you’re not there yet, there are things you can do you can, uh, do an action plan for the year and think about, OK, we know that right now our fundraising is a little wobbly. What do we want? What are some steps we can take in the next year? Who’s gonna do those steps? And I do have a section in the book about action planning. Um, and so either both looking at your financial stability and also your programmatic stability, do we have a sense of our core programs and how well they’re working? OK, I was just gonna pull on that a little bit. What, what does programmatic strength look like? Yeah, I think, uh, a track record of success basically like if um you want to be able to say, um, we know this is working, it is, uh, wrecking we’re getting some funding for it from the community we have some client, you know, we, we have some client feedback that this works, all of that and so, uh, we can keep building on it basically, OK, and financial stability, what does that, what, what is that? Is that the x axis or the y axis? Programmatic, right, which it doesn’t really matter. You can do either one. They’re, they’re both got the two axes, exactly, and you got, so you got 4 quadrants. OK, it doesn’t matter as long as you got the 4 quadrants. All right, what is financial stability is really, um, we have a sense of where our funding is coming from, um, that, uh, we have some, you know, whatever our funding model is, it’s been worked out versus we have no idea where we’re gonna get funding. For next year that’s not the time to do strategic planning if that’s your situation, the first thing you really want to do is shore up your finances and then OK then let’s come back and um strategy is much more about what choices are we gonna make now you know OK we have we have a couple different programs maybe we’re gonna need to um stop doing something because our work is getting complex and there’s a lot of demand for it. And both of these would Suggest that, well, not suggest, demand that a new organization like you were, you were suggesting, you know, hypothesizing new organization wants to start strategic planning. They have no programmatic stability. They don’t know if their programs work. They have no outcomes yet, and they don’t have financial stability because they’re a new organization. They don’t, they don’t know where their funding is gonna come from. They don’t even know if they’re gonna get funding. So, like a, you know, a, a 1 or 2 year old nonprofit shouldn’t be engaged in strategic planning. Right, um, I mentioned this, um, this case in the book of a couple of years ago working with SOS Meals on Wheels, uh, here in Northern California and the challenge that they had was that, uh, the executive director had a lot of conversations with the board, a lot of conversations with the staff, and people hadn’t really come together to figure out what. Focus on um and one of one of the things that emerged in in the plan was, OK, we need a bigger kitchen and that will allow us to do more, you know, more deliveries per week and then we won’t have to be, or I guess it’s actually fewer deliveries per week so we won’t have to be driving our trucks all around. Just by coming together and agreeing on this, they were able to make it happen within a year and it’s really kind of amazing and it wasn’t like something that no one had ever thought of it was just getting that alignment of getting everyone in the room to get that focus. And that’s really what, what, uh, strategic planning is, but just going back to, you know, what we were talking about when you’re just starting out, you don’t, you don’t necessarily need to get everyone aligned. You kind of just need to start doing your work and prove that it works. Yeah, right, get out there, and, and, and meet folks and do the and do the work. OK. What are the, what are the deliverables of a strategic plan? What, what kind of, what are we looking for from this? Yeah, usually, um, a this kind of practical vision, uh, we will look at the mission statement and look at some often look at mission statements from comparable organizations think about what kind of language are people using now and does that need to, you know, does so does the mission statement need to be revised and then we’ll, we’ll create some strategies and goals. And we go to a one year implementation plan and really uh often we’ll be working with organizations to take that implementation plan and put get it into the work plan of the organization so you’re going from 3 to really mostly 3, a 3 year plan, 3 years to 1 year to quarters to what is the uh weekly work of the, of, you know, of people on the staff. OK, OK. And I, I know implementation is the, the 5th of your 5 steps, but it’s so critical because there’s so many plans that just get written and created and then, I don’t know, just put on a shelf. I mean, they’re not, they’re not referenced. You know, that’s a, that to me that’s that that that was just a wasted exercise like check mark, check mark, check box. OK, we’ve got a strategic plan we could, we could tell the funders we have a strategic plan, right. And so I, so that’s where, so a couple things. So one thing is we talk a lot about this is process and product. So as you’re Going along you want to think about uh what is important to me? Why do I care about this and that that really goes in the plan and so by the time you have a plan created that um it’s something that makes sense right? that there is that that energy and alignment but at the same time. Yes, you’re absolutely right that and I think that um people are, it’s like, OK, we’re going to get to the destination and then in our and then we’re going to stop there. It’s like, mm, well, and in my book, I actually talk about this thing, this phenomenon of the place where our problems are solved, right? Yeah, this is not it. We, we may have in mind, you know, maybe if I just, I don’t know, you know, if I just, uh, found a partner, if I just whatever, had children, if I just, uh, you know, got a certain education, wrote a book, right, or created a strategic plan, all problems would be solved. And I, I would be the first to, I wish life worked that way, you know. And and it doesn’t and you need to know that you need to know that you will have your plan but then new questions will emerge and and some of them are around um are there things we need to stop because that actually is being strategic to say we can’t do everything um that we’re we’re a great organization there’s a lot of demand from the community we cannot do everything. Um, and then the other piece is, yeah, how do we slow down and really, um, if we’ve been always reactive, can we start to think about where, how do we, um, determine what we’re focusing on and find, create a system to put that into our, you know, to, to our work plan and that and it’s not easy. I, I, you know, it’s not easy, yeah, I’m glad we spent some time on, on the implementation even though it’s the final step. I, I. Yeah, it, it, it deserves a lot of focus because there, this is a big undertaking. Uh, it can be expensive in time and money. Um, and it, it takes a lot of thought. You know, it’s not something you can task somebody. I mean, you know, task in a half an hour, I need your contribution to the strategic plan, please. It’s 1 o’clock. I, I, I need it before you go to lunch. You know, it doesn’t, it’s not like that. So, we’re investing a lot into the process. It has to be, it has to be carried through. In, in, and, and implemented and used and relied on and, and looked back to and, and counted on. Right, right, right. And, and, and by the way, I mean, oh my gosh, so many things to say about this by the staff as well as the board. And so that is, you know, when, when I talk with an organization, I will say, well, how often is the staff referring to the strategic plan? Um, how often is the board, you know, what is the board responsible for in this plan and how are they doing on that and what else? Is there to talk? I mean, there should be, and I do talk about that in the book too. There should be sections for the, for the board as well. Maybe that’s around fundraising or oversight or whatever it is, um, connecting, you know, making connections for the organization, being that serving in that ambassador role, um, but the other piece is that it is important to sketch out. OK, now that we know what our, our goals are, who’s gonna be responsible for those goals and how and do we have the capacity to, to do this? So we had an organization that created, you know, there are different tools you can use as an RACI, which is responsible accountable, and there’s a couple of different, I don’t know if you’ve heard of that RACI chart, I think it’s called Rock Rocky or something. And um, you gotta watch that, you gotta watch jargon jail. I gotta, I gotta, I gotta lock you up in jargon jail. If you, if you can’t, if you can’t define the acronym, you can’t use it. Uh oh, OK, well, um, I hadn’t heard of this before, but our client was using this, and it’s, so it’s like different people have different roles in project management, basically. That’s what this is about. And so what they found out was that this poor executive director was going to be responsible for. 15 new initiatives, you know, and there was just no way that that was one or two, right. And so, so what they had to do was, again, slow down and say, all right, this person, they, we want to implement the strategic plan, we’re going to need to hire somebody who’s going to be, who’s going to be working on some of these pieces because we don’t have it in our current configuration. So thank you. I, I, I wanted to spend time on the the value of the strategic plan, uh, uh, that, that we’re investing all this time and money into and, and how it needs to be, you know, the, it is, it’s the plan. So follow the plan. All right. But let’s go to the five steps, which are, I’m just gonna tick them off quick. Uh, kickoff, discovery, prioritization, planning, and implementation. What’s our, what’s our kickoff step? What is that, so now we decided we are ready. We’ve done the, we’ve done the, the groundwork to, uh, to make sure that we are financially and programmatically. Stable, uh, we, we did have a lot of discussion around which is the X axis and which is the Y axis, but we were able to overcome, we were able to overcome that, that, uh, dissension within the organization. No, no, no, program is the ground. It belongs on the ground. Program should be the X, and the finances should be raising. All right, so we overcame, we overcame that, uh, that, that conflict within the organization, and we, we decide we’re ready. So what is our, what is kickoff. Yeah, kickoff is, is really, um, is to set it up to try to, so if this is an inclusive process, then being more open and transparent about information. Uh, what are, what is planning? Some people may have done a lot of strategic planning in the past. Some people are very new to it. What is the step? What are the steps gonna be? People have questions around, um, how much time is this gonna take? And, and so, and then also starting to figure out who’s gonna be, uh, who will be those sharers, right? Who’s gonna be consulted in interviews and focus groups. Possibly a survey and uh you know, is there gonna be some we usually do a day or a day and a half retreat when is that gonna be? um and even being transparent about about decision making again is a way to say OK these are the final deciders is this group all this this other larger group is gonna be the builders and. These other people are going to be sharing their perspective. Um, so really that kickoff is really just setting it up and um trying to help people, you know, have this be a fun learning experience, decreasing some of the feelings of, oh, I don’t know what this is, and so I feel worried that it’s not going to go well, you know. So you, you said, uh, you usually do a day and a half retreat. So now we’re now going back to the, we’re going back to the country club. Somebody sponsors us. They got a room at the country club. It’s probably got a nice fireplace. Uh, maybe it overlooks a golf course or tennis courts. Maybe it’s a tennis, could be a tennis club. It doesn’t have to be a golf club. I, I like tennis. So, uh, maybe so it overlooks the tennis courts. Uh, you know, there’s, there’s catering coming in. Are the are the builders and the sharers, they’re invited to the day and a half to bring their builders are the builders are coming to that. The builders are, yeah, our retreats are often at the, I don’t know, the, the park, you know, like the park, uh, parks can be great. Oh yeah, I’m doing the stereotype a little hot in the park, you know, but, but OK, here we’re. California, you know, or, or we’ve had, you know, hotel, hotel boardroom, conference room, all of that, but you do make a really good point which is it is way easier if possible, if possible, not always possible, but try to have that retreat somewhere that is not your office and really set the expectation that you are, you know, you’re out of. Office, you’re not having meetings, you’re and please order the food ahead of time. Oh my gosh. Um, I can’t tell you how many, it’s a few times early on where some, you know, they have the executive director. It’s like, OK, what is your vision for the future? And the executive director says, I’m sorry, I need to go figure out what we’re having for lunch. It’s like, no, no, you know. So, um, so yeah, so plan your future, not, you know, plan your lunch the day before. This is all about, uh, you know. Timing. If you’re at the park, maybe you could grill, you know, if there’s open grilling, maybe, maybe you could grill or, or, or have it delivered to the park. All right. Um, all right, so the sharers, well then how do the sharers share their, their contribution if they’re not invited to the. Lots of ways so it might be um sometimes um if we’re the you know we’re the consultants we will do interviews and focus groups you can also if you’re doing this project this process yourself it’s so easy to set up a Google form and just and put some questions in there and then. Uh, you, uh, would say, OK, we have, I don’t know, we have 10 staff people or 5 staff people, we’re each gonna do 4 or 5 interviews, we’re gonna put them in the Google form and then we’re gonna spend some time at the retreat sharing what we learned from those sharers. It’s time for Tony’s take 2. Thank you, Kate. All this week, nonprofit Radio is at the 2026 nonprofit Technology Conference. In Detroit, Michigan. I’ve never been to Detroit, so I’m looking forward to that very much. Should be some fun, have some, uh, some meals at a couple of nice places, hopefully in, uh, in Detroit. We are, of course, as we do every year at NTC we’re capturing lots of interviews for future shows, interviews with people who are leading sessions at NTC. These are smart technology people, helping you use technology better, more efficiently, more productively, choosing the right technology in some cases. All for, uh, you know, for efficiency, mission improvement. I love taking the show to NTC year after year, and this is our 12th year going to a nonprofit technology conference. Um, I love it because N10, the host of NTC is just very generous with space and working with us to get the interviews all set up in advance. Um, They’re just, you know, they’re, they’re just great partners. You know, it’s, it’s a pleasure to work with people who want to work with you, you know, who see your value, you see their value as well. It’s a pleasure. So that’s why 12 years running, and I’m sure we’ll go 13, uh, this time next year. I don’t know where next year’s is though. I think it’ll be West Coast cause they go. East Coast, Central, west, and then back to east. Last year was Baltimore, this year’s Detroit. So somewhere on the West Coast next year. Doesn’t matter. Nonprofit radio will be, will be with them there. So that’s where we are. Look forward to all those interviews coming up. In future shows with all these smart technology folks at the nonprofit technology conference. That is Tony’s take 2. Kate, Safe travels. Thank you. We’re recording in advance, of course. So thank you. Thank you. She’s, you know, here I say this week and then she blows it saying, you know, gives it away that, no, I think people know that, uh, the show must be recorded in advance because it gets published every Monday, so. We’re not, we’re not a live stream, so no, you didn’t, you didn’t blow it. You didn’t blow it. Thank you very much. We’ve got Beu butt loads more time. Here’s the rest of your five-step inclusive strategic plan with Renee Rubin Ross. Part of the kickoff, you know, you’re laying it out, what’s it gonna look like. Some folks have never done it before, or the, or, or our process may be very different than what they participated in at some other nonprofit or the same nonprofit 10 years ago. So how do we describe it? What, what is it gonna look like? Um, so a couple different things we, we will share, um, some of the meetings that we’re gonna be holding and talk about, um, some of the, um, some of the conversations we’re gonna hold as well that we are gonna be doing some visioning, uh, and that. Strategic planning really focuses on how is our organization adding value? What’s the most valuable thing that we’re doing right now, and how do we do more of that, uh, you know, yeah, I mean there’s a lot of different ways to say that, but I think that is the essence of it and um. That is, it’s not a, it’s a subjective question. It’s actually what do the people in the room who are doing the work feel is the most valuable part of the work. So there’s no pure answer to what’s most valuable. It’s actually what do we care most deeply about and that is what we’re gonna build a strategy around, you know, and, and obviously that’s informed by donors. That’s informed by um by what by what’s that data by data that’s informed by you know what we’re learning from yeah from our from working with clients from working in the community all of that but ultimately it isn’t it is what do those the people who are building the plan feel is most important and needed to focus on. OK, OK. Does, does, does this process include small groups? Like, can you, do, do we, do we ever send off a small group to think about this and a small group to think about that and then we come back together, or, or no, is it all, is it all a collective? No. No, um, so, so actually, although you just mentioned kickoff, so we’ve really actually talked about and we’ve already talked about almost all the stages of this because you kick off a lackluster that’s the problem. That’s the problem. It’s they’re all connected. They’re all connected. OK, well, they’re interconnected. OK, good. So we’ll, we’ll still go, we’ll still go through them, but, but, so, yeah, so can you have small groups working and then coming back and reporting and OK. So one of the things that we do at the retreat, which is a part of like planning and prioritization, which is those 3rd and 4th stages, is to start to reflect on what was learned in um in the discovery work and and that we usually do that in small groups. And we’ll have, you know, we’ll do a kind of, we’ll do a SWAT that is a kind of breakout, you know, like where you’ll say, OK, one group needs to talk about strengths, and one group needs to talk about challenges, one group can talk about opportunities and so you put that all on these, you know, you have people define, let’s define SWAT for folks. You have, you have a big jargon jail problem. Big, big, I mean, you’re still in jail from, uh, OCR or ROCR RACI ACI. So, all right, SWAT is, uh, you’re, you’re evaluating strengths, weaknesses, opportunities, and threats, something like that. It’s a little SWAT, isn’t it? Isn’t that, isn’t that SWAT? Yes, that is, yes, that is a SWAT. OT SW you don’t really talk about threats. Our process, but we, but we do talk about strengths. We do, so we sometimes call it a sorry, now you’re really going to send me to jail because we call it a sore where you have some, it’s more of a positive, uh, positive 10 really? Oh, that’s interesting. Wait, so I mean there are threats. I mean threats is not a bad word. There are, there are potential threats like that you know we look at weaknesses. Weaknesses or concerns, risks attrition, staff attrition, maybe staff attrition has been a problem. That’s a threat. All right, weakness. All right, well, or weaknesses or risks, weaknesses or risks or threats. All right, all right. So we got like sore road, whatever. All right, yeah, all right, I think it’s strengths, opportunities. Yeah, it’s funny. I don’t know what all these stand for. But it’s, it is a positive based type of, um, type of, you know, conversation where people come together and, and think about it though there are different tables, each table is working on one of these questions, so that is one way that we do. Um, we do breakout rooms and the, the, you know, breakout groups. The, the really fun part of that is at the table you might get somebody who joined the staff last year and then another person who has been on the staff for 10 years and, and so it’s a chance to not only talk about uh what are the strengths but also to hear from each other about how the organization has changed and some of what’s happened over time. So it’s really pretty cool. I’m, I’m curious about, uh, Renee Rubin Ross, uh, Triple R. Have, have you always been a, a planner, like as a child? Were you a, a planner, organizer type? Oh, that’s so interesting. I think that um what what I um what really interests me is, is frameworks and um thinking about and that’s actually a reason why it has been really fun to write my blog over the past, you know, about 5 years now and now make turn it into a book and think about, OK, uh, each time we do this, we get. I, we get better at explaining it and sharing content, sharing um like how do you go from um the vision to strategies and we have a step by step. So, um, so yeah, so creating, I’m very interested in creating that clarity for people around what’s going to happen next. And was that you in childhood, like your teen years? Were you, were you helping friends understand? What’s coming? Like, take it step by step. Were you that, that, uh, huh, that’s a good question. You’re that kind of kid. Um, I think that I do have a lot of curiosity and I like explaining things and so I was at one point interested in being a journalist, um, and so, yeah, so it’s like asking questions and creating clarity, uh, so. That people feel more comfortable and I think that is a lot about what this process is is being um showing how the process is gonna go so even what we talked about kick off so that people are feeling less of a sense of um concern you know if they’re if they’re new to strategic so you you like were you a comforter you comfort your. In childhood, did you comfort your friends, say, you know, here’s what’s coming, it’s gonna be OK. Are you a comforter? I think that, I think that, um, I, and I write about this in the book a little bit too, is, um, I personally as a kid did not feel so included. And so I think a lot about what is it, what does it mean to be included in something? What does it mean to feel like my perspective is valued and is honored and how for myself, how do I build spaces where people feel that way and for now it’s really around all different kinds of identity whether that’s, you know, me as a white person in in allyship with people of color or you know so around uh race disability. Uh, LGBT, all kinds of identity. How do we build spaces where everybody is honored and respected, and man, that is more needed than ever in, in these times. Yeah. Were you, were you like me, like the last person chosen for the, uh, pickup basketball team or something? I mean, are you kidding? I was hiding on the other side of the, oh, you, you weren’t even, you didn’t want, you didn’t want to play. Alright, I, I, I was definitely, I was definitely geeky, but I could see things that other people, you know, it was like very insightful, and I think like that, like what, what did you see that other kids didn’t see? Um, I guess, you know, power dynamics, who, who is talking, who’s not talking, um, how are people being treated, um, even, but also what, um, what’s the step to find a solution to something, but so you need to find that solution, but you also need the influence, right? to implement, yeah, I’ve got the solution, but I’m not, I’m not one of the cool kids. So people, so people don’t listen to me. All right, we’re very simpatico. I’m mean, like I was a backstage, I was a backstage geek, you know, uh, lighting, audio, worked the, worked the backstage console, cameras, things like that, AVA audio visual, which was, uh, disparagingly in, in, no, I was in high school from 80. What, 74, 76 to 80. Yeah. So, right, 76 to 80. So, I was in AVA, the audiovisual AIDS, but, you know, to, to, uh, to, uh, to make fun of, we, we were, to make fun of us, we were, we were called gay VA, you know, because it was in, in the, in the early 80s, you know, oh, you’re gay, you’re gay, you know, of course. You gotta, you gotta recognize the time, the time that I’m explaining this. So, you know, I was the backstage. So, so you’re saying, you know, you were like, uh, you were, you were not in the, in the, in the cool click either. Like, not like smoking in the girls’ room. That wasn’t you. Um, no. No, and I wasn’t even, I was too shy to even, you know, be the, be one of the theater kids as well, you know. Well, yeah, I was in theater, but I was, I was behind the stage. I was backstage, right? I was, I was too shy to even do that, you know, but I have, I mean, I have a lot of empathy, and I really think about in these times, how to design and so that everybody has a voice, and that is in a very, you know, that’s again, we, we use technology to part. Participation is a structured way of designing conversation so that we truly if we’re sitting in a large group there’s ways where you sometimes you, you break it down and people can talk in their small groups sometimes you make sure that you, you can talk to everybody in the room that has a, you know, way of weighing in and um people feel that their voices matter and to me that matters and that’s interesting. See that came from you feeling voiceless. Uh, as, and unincluded as a child. So it’s, it’s wonderful that you’re, you’re developing systems and processes that are inclusive. I mean, inclusive is the first word of your book. Right, and I think, right, and I think, I think you know that’s, that’s very common, right? People say they, they’re finding healing in something that was hard for them. And so that’s a real spot of, wow, I want to make, I want to build a different kind of world going forward. Yeah. How about step two discovery, even though, we’ve blended them all together because I keep asking you questions that make you digress, but I’m curious about, I’m curious about these things. How about discovery? What is that? What’s that phase? Yeah, it’s really so as we talked about a little already, that is those those interviews and um and focus groups, um, and sometimes the survey, um, it’s really and there’s a lot of different reasons for doing this. I think like that’s. Something that is important to be clear about is that um you, you get a lot of information, it’s not always actionable, right? And, and that is part of the process and you, you, you need to again, just be transparent about that. Uh sometimes. We’ve had the experience of doing some amazing focus groups where people were thrilled with the organization. We’ve also had some really hard ones where people were not thrilled with the organization. And in either case, you just say, OK, we’re going to be, we’re sharing this back anonymously. We are gonna take this under consideration. Not everything is actionable, um, and that’s kind of what you have to, what you have to do if, uh, if the leadership is, you know, is doing a good job, they will, uh, work on some of the hard stuff that comes up, but it might, they might be working on it already and it also might take some time, you know. OK, and that, that leads to step 3 which is prioritization. Mhm mhm. can’t be everything can’t be the first the first priority of course. Yeah, and I think this question, so this idea in um in top facilitation we do the practical vision there’s different kinds of visioning. One is like what would we need to, what would the world need to look like in order for us to close down, you know, and you sometimes hear these we want a world where every person has enough water. You know, has food to eat and da da that’s great. That’s very inspiring. The problem is like, wait, OK, how do we get from here to that? So the practical vision is much more, um, just what’s going to happen in the next 3, what are we going to do as a result of our actions and, you know, what do we want to see in place as a result of our actions and it’s, it’s powerful. It’s powerful. And what do we want to see in place like over the next 3 years? Correct. What do we want to see in place over the next 3 years? Sometimes 5, and sometimes we will go through the whole thing and then people will say, well, this is really inspiring, and we said 3 years, but it’s actually more like 10, you know, and that’s OK. I mean, but at least you kind of know where you’re going and you know. So the kinds of things that come out, it would be like um more funding sources, um, um, serving, you know, another serving additional clients in X area, um, a very satisfied staff with higher salaries and different kinds of things. Those are some like just on one hand I mean there’s there’s many different things that come out of this but um basically that the organization is um has more sustainability and stability and that people feel good about working there and feel good about the work. What about the funding of the strategic plan? Should that shouldn’t that be a part of the strategic plan? How are we going to fund the, the increased salaries, the additional, the additional positions? Shouldn’t, shouldn’t fundraising, funding it, just how we’re gonna pay, how are we gonna pay for the strategic plan? Shouldn’t that be a part of the strategic plan? Yes, and you just reminded me, um, that, um, so a couple things. So first of all, when we do this work, one of the things we do in discovery is we do a fiscal review, and that is. Looking at the past 3 years, um, what are the, what are the budget trends and it’s reflective, like a small small group conversation with often with like the board, treasurer and CFO, executive director, we create a report that we then talk about at the retreat. So, um, so that planning is like the foundation of planning is understanding the finances of the organization. Uh, you’re not understanding every line item, but you know what is the general trend for this organization? OK, so that’s one thing and then yes, we, there’s, there always needs to be um part of the plan that is that focuses on, uh, on funding when that doesn’t. Occasionally that won’t come up and I will say, OK, as a good, you know, consultant, I feel my responsibility is to tell you that you need to make sure that this plan includes some, some goals around funding just to, to be, this is not just program, this is how exactly what you said, Tony, how are we going to fund, um, the, the work that we want to do otherwise implementation is gonna fall flat if we don’t have the money to fund the plan. Then what’s the point of having the plan because we can’t execute it because it requires more money than we can, than we have a plan to raise. All right, I feel like, all right, well, we’re gonna, we’re gonna persevere with the 12345, even though I brought you in all kinds of different directions. Um, I think we’ve been more like 5132, you know, that’s OK, but that’s why it’s a spiral because each, it’s an iterative process. I saw it is, it is a spiral. Yes, it is a spiral, um, so planning, planning is your 4th, planning is your 4th step. Is there anything that we haven’t said about plan? I mean, this is, is this the creation of the plan. Um, that is where you start to get into your goals. Is this a day and a half retreat basically. Um, I would say, yeah, the retreat is, is about, is focuses on prioritization and planning, OK? And, and, and then the planning, which is planning is really, um, starting to work on those goals. That it continues through, um, that continues after the retreat as well because you usually draft your goals in the in the retreat, but like a lot of things you they may need some work, um, some additional work. Do you drill down to, uh, either OKRs. Which is objectives and key results or KPIs. Notice how I define everything, key performance indicators. Do you drill down to OKRs or KPIs, sometimes not, not at the retreat, but yes, we do have, we have worked with organizations that that’s the way they work and that’s what they want, in other words, I think dashboards are, I think. OK, so what overall you need a system that you are going to implement. Don’t make it too complicated. If you have a 20, if you have a 50 page document that you are not gonna, that’s just gonna sit on your shelf, it’s not the right system, OK. However, if you have a dashboard that where you can, um, easily say. Uh, yellow, green, or red, and you know what that means for each goal, that’s great. That is, you know, then you can see how you’re doing on your plan and what you need to work on next. So it’s, it’s really what is the. Culture of your organization, what kinds of things do you track? Do you need to strengthen your systems that may be something that comes out of the plan, right? And, and what’s gonna be useful for you that isn’t gonna feel so bur you plural, that isn’t gonna feel so burdensome. Yeah, I mean, I don’t know. Do you have a thought about OKRs and KPIs and, and all of that? I have, I have clients who have worked with both. I, I’m agnostic between OKRs and KPIs. I mean, I, I go along with whatever the, whatever the client wants to implement or whatever, you know, because I’m, I’m a narrow niche. I’m just doing planned giving fundraising in, in most cases. In most cases, that’s it. So, you know, I’m happy to contribute OKRs and KPIs if, or, or I should say or instead of and. If that’s what the system they work in, then I’ll be happy to contribute. Yeah, I don’t, uh, it, I mean, uh. Yeah, I, I can’t say that I have a choice. I mean, not that, not that I don’t have a choice in what they do. I don’t, I can’t make a choice between the two. I don’t see one being better than the other. My estimation, my limited role in participating in these with clients. Yeah, and I think it sounds like you have a similar approach which is all right, how do we build on in, you know, as a consultant, how do I build on what you already have and make, you know, what we’ve created make sense to in terms of the, the way your system is set up. So yeah, I just want, you know what, I just want to get out and start talking to folks about planned gifts for the, for the, for the for the organization. That’s whatever we could do to get start conversations. And, and reduce the, reduce the lead time and the lead burden, the better. So whatever I need to contribute to, yeah, I’m, I’m, uh, well, I’m either building on what they have. It’s usually very little because I’m usually inaugurating a planned giving program. So I’m helping them start from scratch. We’re identifying top prospects and what the plan is gonna be for each of those, and then the tier two prospects and what the plan is for that group. So, uh, there’s usually very little to build on. OK. In, in their planned giving. All right. OK. That brings us to our 5th step, implementation, which we covered in the 1st step. Is there anything more you want to say about how this needs to be a living document or maybe you just wanna re-emphasize that it does? Have to be, yeah, yeah, yeah, I think that, um, I, that’s great. I do want to emphasize that that it does need to be a living and I think that the, the idea that um This is gonna, you know, I think going back to what I said before, which is like knowing at the beginning that um that you’re not going to go to the place where all problems are solved, right? That there will be that new questions will come up. On the other hand, um, the positive of this is you you may have a lot more focus in your work and just going back to Um, SOS Meals on Wheels, when I was finishing the book, I reached out to them again to say how, you know, it’s been a few years, how did things go, and the executive director shared, well, what happened was that he started to get in this through doing this process, he started to think more about strategic opportunities and so in 2024 he had someone who came to him and was applying for a different. Different role and ended up being the director of advocacy and was really really excited about that and then with everything that happened in 2025 this person became invaluable in uh in make in fun making sure that funding sources were um were secured or were saved and you know he said that some of the some of what happened with this role was. Actually just preventing it wasn’t getting new funding it was just preventing funding from being lost but that all that never would have happened if he hadn’t been thinking about what is gonna happen next and how can I start to look ahead versus being so reactive um so that so there’s some shifting in thinking that happens just by going through the process. Triple R. Renee Rubin Ross. That’s her. That’s her. You’ll find her company at the Ross Collective.com. Connect with Renee on LinkedIn. Renee, thank you very much for sharing. It was perfect. Great, great explanation so much. This is so fun to talk about. I, I can talk about it forever. Unfortunately, we only have 49 minutes, but, uh, but no, I love, no, but your enthusiasm and the way your eyes light up sometimes when you, your eyes get big when you’re making some bold points like, yeah, that’s right. I love it. I love it. Love it. No, your, your, your passion for the subject comes out. It’s, it’s a pleasure. Thank, thank you. All right. Next week, sell your nonprofit. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. 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.