Tag Archives: carmella kate martignetti

Nonprofit Radio for October 9, 2023: Performance Improvement

 

Heather BurrightPerformance Improvement

Do you want to get the best out of your teams? That means getting the best from each player. Heather Burright recommends 360 Degree Feedback and she takes you full circle. She’s CEO of Skill Masters Market. (This originally aired on August 9, 2021.)

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

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.
View Full Transcript

Transcript for 661_tony_martignetti_nonprofit_radio_20231009.mp3

Processed on: 2023-10-09T13:30:45.055Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…10…661_tony_martignetti_nonprofit_radio_20231009.mp3.766572740.json
Path to text: transcripts/2023/10/661_tony_martignetti_nonprofit_radio_20231009.txt

[00:00:40.71] spk_0:
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 abdominal podcast. And I am feeling better about 95% to normal. Oh, I’m glad you’re with us. I’d suffer with leishmaniasis if you infected me with the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s coming?

[00:01:10.30] spk_1:
Hey, tony, this week it’s performance improvement. Do you want to get the best out of your teams? That means getting the best from each player. Heather Burright recommends 3 60 degree feedback and she takes you full circle. She’s CEO of skill masters market. This originally aired on August 9th, 2021. On Tony’s take two,

[00:01:12.64] spk_0:
one from the

[00:01:46.44] spk_1:
archive were sponsored by donor box. Outdated donation forms blocking your supporters, generosity. Donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box dot org. And by Kela grow revenue, engage donors and increase efficiency with Kila. The fundraisers crm visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Here is performance improvement.

[00:02:13.66] spk_0:
It’s my pleasure to welcome Heather Bur Wright, she is founder and CEO of Skill Masters Market, creating dynamic people centric solutions that drive business goals. She has 15 years of experience identifying core competencies that are needed to see real results and creating the learning strategies needed to develop them. The company is at skill masters market dot com and Heather is at Heather Burright. Heather. Welcome to nonprofit radio.

[00:02:22.80] spk_2:
Hey, tony, thanks for having me. It’s a

[00:02:37.38] spk_0:
pleasure. Absolute pleasure we’re talking about, we’re talking about performance improvement and you use this tool called 360 degree feedback. So we’re gonna start with the basics. What’s an overview of 360 degree

[00:03:07.78] spk_2:
feedback? Yeah, absolutely. Um So 360 degree feedback, a 3 60 assessment is a great way to get feedback. It’s exactly what it sounds like to get feedback with that 360 degree view. So you can invite people like your supervisor, your peers, your direct reports, um other colleagues or partners and you can get anonymous feedback all in one place and then you have some good comparison data. So you can see how you’re being perceived. Uh There’s also a self uh survey as part of that. So you can compare how you’re being perceived to how you’re perceiving yourself and it just gives you really rich information. So that as you start to think about, what do I want to work on? Where do I want to invest my time, my energy, my resources, you have some really good data to work with, to help inform that. So you can prioritize your professional development a little better.

[00:03:32.26] spk_0:
It sounds very interesting to uh compare what you think of yourself to what others think of you do. You uh have you, you’ve been doing this for many years, you see a lot of um disparities, uh a lot of incongruent between self assessment and the assessment that others have provided.

[00:03:54.63] spk_2:
There. There can be for sure. Um I actually, with 3 60 assessments, I feel like you’re

[00:03:59.79] spk_0:
living in deep denial. Maybe

[00:04:52.28] spk_2:
it happens with 3 60 assessments. I feel like um how you show up to different groups of people can intentionally be different. So what your supervisor sees may be different from what your direct report see or what your peers see and that might be OK. So it’s about taking that information, finding those discrepancies, finding that alignment and then interpreting it uh for your own, your own work, your own lifestyle and, and what, how you wanna be, you know, showing up to all of those different groups. I actually do something and it’s not for, for today’s conversation, but I actually do something called an intercultural development inventory, the I dia qualified administrator for them and that assesses uh intercultural confidence. And there’s actually uh I’ve seen a greater disparity in that assessment than in 3 60 assessment asses which typically assess more general or more common leadership competencies.

[00:05:12.82] spk_0:
OK. All right. So in the, in the intercultural intercultural assessment, people perceive themselves as more aware, sensitive conscious than, than they are perceived by others. Not surprised. Yes,

[00:05:18.43] spk_2:
we do that a lot. Right. We do. It’s why, for me that’s why, you know, we all think

[00:05:24.01] spk_0:
we all think we’re great people.

[00:05:26.17] spk_2:
We do and we are right there. We all have great skill sets and things that we can offer the world. But I think if you think about your to do list, right? A lot of us will tend to put too many things on our plate. And then we wonder why we can’t accomplish at all. It’s because our perception is not always matched to our reality.

[00:06:04.88] spk_0:
Yeah. Yeah. Perception and reality, right can diverge greatly. OK? That could be, I mean, this could be fodder for therapy too. But, but when we’re talking about coaching, because coaching, you know, you need, uh I gather, you need somebody to help you assess all this input that’s coming in. And especially if you’re deeply divergent between what you think and what others think. Uh you know, you, I could see how coaching would be critical so that you don’t jump off a cliff with these results.

[00:07:04.51] spk_2:
Yes, absolutely. With 3 60 assessments, I recommend going through the assessment process, which just helps to increase kind of your own self awareness where you are, where you want to be and then working with a coach to help prompt you to action. So, in the awareness phase and you know, you’re taking this assessment process, it’s anonymous feedback. So it’s feedback that you’re not necessarily going get anywhere else. Most people aren’t gonna just walk up to you and say your communication skills are not as good as you think they are. So it’s feedback that you’re not necessarily going to get anywhere else and it can show that those discrepancies in that alignment, um which is really, really helpful, it brings a lot of self-awareness to the table. But then during that coaching session, you can start to identify action, focus on the action that you want to take. So you’re able to identify, you know, which skills are, are most essential to your current role. And how did you do on those skills or which skills are most essential to future role? If you wanna look at it from a future perspective, I know I wanna move into this other position or this other role. And so what skills are gonna be most important there? What do I need to work on to get there? And so you can start to consider what you might need to leverage. What are your strongest skills are? Uh but also what you might need to enhance as you move forward. And then those skills which are identifying with that coach uh can become part of a custom action plan that you have. So again, you’re able to prioritize your professional development a little more effectively.

[00:07:47.84] spk_0:
Ok. Um All right. So let’s take a step back. We, we get a little ahead, but that’s ok. Um, where, what’s the, all right. So you’ve already said this is confidential. It’s anonymous. All right. So it’s, it’s really the best information we’re gonna get. Um, it’s from all different, all different networks. So it’s people that are lateral to you, uh, working for you who you work for could be others. I mean, I don’t know, in nonprofits, might you go to, you go to board members? If there’s a relationship there, if there’s some liaison, work there or something, would you go to? Maybe donors, would you, donors, volunteers that the person is working with or is that really not appropriate to ask them to participate in?

[00:08:16.89] spk_2:
Yeah, I’ve not seen anybody go to donors, but definitely volunteers if you’re, if you’re working with them in a capacity where they’re going to see those skills at play, right? If they, if you’re not working with them in that way, they wouldn’t make a good feedback provider.

[00:08:30.94] spk_0:
Ok. All right. So volunteer. Yeah, donors, that seems like a little much to ask for someone to rate the person that you rate the fundraiser that you work with or something. Ok. Um, so let’s identify the benefits for the organization that would do a 3 60 assessment.

[00:09:38.71] spk_2:
Sure. Yeah. So what I love about assessments is that they are strategic uh but also compassionate, human centered, right? So when it comes to leadership development, um professional development is especially important. You want your leaders to be better, you want them to be stronger for your organization and you want them to perform well. So assessing on uh those common leadership competencies, gives a baseline that is both relevant to their work and to your organization and practical. Um But you also, if you think about the human Center piece of it, um your leaders also have dreams, they also have goals beyond just your their role at your organization. And so, uh by having the 3 60 assessment, you’re able to assess those things, those competencies that are important for your organization, but you’re also giving them some ownership and what they do with that information. And so they’re able to tailor the, the action plan that they’re gonna get out of this, they’re able to tailor that based on what their goals are within the organization as well. So whatever they decide to do will benefit the organization, but it will also be tailored to them. And so they, it will benefit themselves, you know, their own development as well.

[00:10:00.92] spk_0:
So I’m gonna ask about some outliers ha have you seen cases where the, the assessment was just so bad that the, the organization decided, you know, we, we gotta just let this person go like we just, we can’t, there’s no performance plan, there’s no action, there’s no action worksheet. That’s gonna, that’s gonna, that’s gonna bring this person along. It’s, it’s, it’s just

[00:11:07.34] spk_2:
hopeless. Yeah. So I have not, uh my recommendation is not to use it to use a 3 60 assessment in a punitive way. Um And so you would only use a 3 60 assessment. If there’s someone that you want them to develop, you want to see them develop and grow within your organization. Um And in fact, I I recommend that the results are kept confidential between the participant and the coach and that no one else actually gets a copy of those results. I actually get that request a lot at the board level. If it’s the, it’s the CEO that’s going through um the assessment process, the board chair will, will want those results. My recommendation is, is not to do it that way. Um I also get a lot of um requests for the 3 60 assessment to be the performance review and that’s also not a great use of a 3 60 assessment. You wanna do the performance review separately and then one of their goals through that performance review process might be to complete a 3 60 assessment. But again, only if you’re really invested in them growing and developing as a leader, not as a way to, to sort of move them out of the organization,

[00:11:32.68] spk_0:
it’s counterintuitive, not using the assessment as a as performance uh evaluation tool. What, what why is that say? Say a little more about why that’s not recommended.

[00:12:06.47] spk_2:
Yeah, I think so for me. Um, I think giving the 3 60 assessment to someone that you um believe in and you are valuing their contributions, you’re gonna have a lot better outcome. They’re going to be more honest in the assessment process. Uh, their feedback providers are probably going to be more honest as well and then they’re able to have a good honest conversation with their coach and they’re able to kind of lean into that vulnerability without constantly thinking, I’m gonna get fired, right. It’s actually really good useful information to grow. Um And I would recommend 3 60 assessments for star performers. Um you know, just as much as I would for those that you are looking to develop for a particular reason.

[00:12:30.57] spk_0:
Ok. Ok. Um So how do we get started with this uh uh in the, in the organization? I mean, if we’re gonna suppose we’re gonna do this enterprise wide, I mean, that could mean, you know, 456 employees for some listeners, it may mean hundreds of employees. How do we start this? Yeah, where do we start?

[00:14:13.63] spk_2:
Yeah. So every organization is different, they’re going to approach it in a slightly different way. Um The I work with a vendor that hosts 3 60 assessments. So those assessments are already created, they’re standard, they exist for um different types of leadership. So whether it’s the, the CEO executive director or um whether it’s more of an di contributor in individual contributor or something in between, they have assessments um that are tailored to each of those different um types of roles within an organization. So I would, you know, first look at um how do you want to roll this out? Um A lot of organizations will start with maybe a senior leadership team to show that they’re, you know, modeling what they, what they, what they would ask of their other staff. Um And so they might start with a leadership team, um have a small group, go through this process and then look at adding some additional staff to that. Um The only thing that you would wanna consider really is um great or fatigue. So if in an organization, you’re going to be asking the same people to provide feedback to multiple people at the same time, um that can get a little bit fatiguing and then they might not be as honest or they might not take as much time um as they go through the assessment because they’re just trying to get through all of them. Uh So you want the readers, the people who are providing the feedback um to feel like they have the time and um you know, the energy to get through those assessments as well.

[00:14:32.73] spk_0:
Yeah, because if, if, if there’s a lot of people at the same level and you’re evaluating your peers, right? I mean, you could have to be doing a lot of these. All right. So how do you overcome that spread, spread out the time and give them more time to do. I mean, I suppose you have to do six or eight of these things.

[00:14:46.78] spk_2:
I would start with a smaller group and then as that group finishes, you could look at bringing in another group to complete the assessment.

[00:15:28.11] spk_1:
It’s time frame break donor box. You’ve heard the testimonials, easy set up fast checkout QR codes simple for your donors and incredible results like you’ve gone to 10, eighteen’s 70% increase in donations. If you’re looking for a fast flexible and donor friendly fundraising platform for your organization. Check out donor box, donor box dot org. Now back to performance improvement.

[00:15:31.56] spk_0:
So this is not something that sounds like it can be easily done in house. You, you’re saying you work with a vendor that already has these, these assessment tools published. It sounds like something that would be kind of hard to recreate in house and, and do and do. Well,

[00:16:08.09] spk_2:
I think it depends on just the resources of the organization. Uh There are really good off the shelf assessments where you don’t have to spend the money to create something that’s custom to your organization. You can a lot of um a lot of the vendors who offer off the shelf um assessments can also do custom assessments for your organization, but it’s, it’s a fairly resource heavy project um, because you wanna make sure that whatever gets created is statistically relevant. It’s a valid assessment and all of that. And so, um, to do that a lot of times it does take more time and more resources to make it happen.

[00:16:25.93] spk_0:
What happens if there’s an outlier in the, in the Raiders, like one person rates somebody so high or so low compared to the other six or eight people. That, that rate what, what happens to those outlier ratings.

[00:17:23.67] spk_2:
Yeah, that does happen from time to time. You’ll have somebody who, um, you know, every question just about is really high or really low. Um, you know, I, as a coach, um, I might ask the participant, um, if they have any thoughts about why that might be the case and we might have some conversation around, you know, why someone might be rating really high or really low. It is anonymous. So, unless it’s the supervisor, they’re probably not going to know who said, you know, who it is, that’s rating them that’s out there. Um, but you can have some good conversation that way. Sometimes there’s not, you know, anything that comes to mind that would make someone, um, be completely different than the other radio. And so, um, you know, you’re gonna kind of go with the, with the theme across and so if most people are rating you at a four and then one person at a one, perhaps that one person had one particular experience that they’re, they’re, you know, calling to mind if they’re completing the assessment. And so that’s causing those scores because

[00:17:45.64] spk_0:
the person, you, you, you keep their car when they took your parking space to the right,

[00:17:52.72] spk_2:
you never know, you never know. Uh And so it’s, it’s information um but it’s not necessarily the focus because the theme is that most people are, are rating you in that four.

[00:18:52.95] spk_1:
It’s time for a break. Kela increase donations and foster collaborative teamwork with Kela. The fundraisers, CRM maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser, Crm goes beyond a data management platform. It’s designed with unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth visit, Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals like never before. It’s time for Tonys take two. Thanks, Kate.

[00:24:10.82] spk_0:
I’m replaying the Tony’s take two from the show that Heather Burright appeared on. I was talking about sharing non profit radio, but I went into a, a bit of a tangent about waiting tables and sharing tips. Here. It is, sharing is still caring. Who can you share a non profit radio with? I was thinking it could be a lackluster colleague or maybe somebody who’s in another non profit or you know, a friend who works elsewhere who you just happen to know is not up to speed mediocre, lackluster because we’re talking this week about performance improvement. So, whose performance do you want to improve? That’s the person you refer to nonprofit radio. They need to be listening. They got to up their game. They don’t want to be mediocre and lackluster any longer and you don’t want them to be, especially if they work in your shop, they’re dragging you down. It’s like when you used to, did you ever wait tables? Those are waited tables. If, if you did and sharing tips. Oh, that’s the worst. It was just last week. Um I wrapped it up. Yeah, just, just in just uh late July uh no years ago waiting tables and we shared tips, the mediocre people bring you down and you know who they are. You, you know, you can hear them at the adjacent tables. The adjacent station, I was always mediocre at one thing. I was terrible, worse than mediocre. I was always terrible at cappuccinos when somebody ordered a cappuccino. And I had a face that daunting high, highly polished copper machine with the nozzle for the milk and the foam and the, the knobs and the, they gotta press the espresso in right and it’s just the right pressure and the milk has to be the right temperature and this, this machine just scared the hell out of me just to look at the thing. I didn’t even like walking by it. I got, I, I would, I would get, I would get, I would get sweats just walking past it. Let alone, I had to face off with the thing when somebody ordered a cappuccino or God forbid, a table table of four or six. Yeah. Well, all round of cappuccinos. Oh, my God. Every other table in my station is gonna be half an hour late Now while I fight with this machine to get the milk to the right temperature and the foam and the right consistency and the wh cappuccinos my death. I really somebody who wrote a cappuccino. You sure you don’t want a Limoncello. I have a Limoncello on the house give you I’ll give the table around Limoncello. If you will, you alone will just not get a cappuccino. All right. That was my bane as a waiter. But so, so, but that didn’t bring the tips down cause everybody got free drinks because I hardly ever poured once I got smart. Of course, the house didn’t like it but they never knew. Um So you know, so the tips actually were, were better because I was given free drinks for everybody to bribe them away from a single cappuccino. So that aside the uh yeah, the sharing of tips, I hated it. I the, the, the, the, the poor performers were always dragging us down were killing us every night and I could hear them you know, that in low energy they forget what the specials are. They read the specials of their little, their, their parchment paper, little, little note pad because they couldn’t afford to buy a new one because their tips are so low because they’re so poor and they were gonna drag me down with them. Well, first of all I didn’t use the little book. I used to memorize the specials. I never liked looking at that because the thing gets red wine spilled on it. And you know, it’s, it wouldn’t get cappuccino on it because I didn’t know how to make them, but it might get milk on it as I was trying. So the poor performers, the poor performers in your nonprofit, I’m bringing it back. I’m bringing it back. Don’t worry. Uh You know, they’re dragging you down. So you got to refer them to non profit radio. That’s it. You want to raise the level of all the boats. Wait, you want to raise the level of the whole sea. Wait, you wanna raise, you wanna, you wanna raise all the boats, you gotta raise the sea. That’s what it is or the yacht basin. So your organization, you’re non profit, that’s the yacht basin. You gotta, you wanna raise all the boats, you gotta raise the sea. Refer these poor performers to nonprofit radio. That’s the point. That’s where I’m headed. All right, cappuccinos and Limoncello. Who can you refer non profit radio to I’d be grateful. Remember, board members too, if you got any friends, they’re board members. Board members are great listeners. They, they use it to stimulate conversation to stimulate thinking very valuable. Plus anybody who works for a nonprofit naturally. Thank you. Thanks for thinking about it. Who you can refer non profitt radio to? That is Tony’s take two. That is Tony’s take two Kate.

[00:24:15.55] spk_1:
You know, dad just got a new espresso and cappuccino machine. So when you come over for the holidays, we’re gonna learn how to make cappuccino. So you can’t, you know,

[00:24:38.92] spk_0:
I can practice, I can practice on the, on the, on that machine. All right, I’m telling you those things scared me. It’s got that long tube with the milk that, that the milk has to come out of and steam and froth and the knobs and everything.

[00:24:40.94] spk_1:
You’re gonna be an expert by the end of the holidays.

[00:24:44.12] spk_0:
Ok. Christmas cappuccinos. I’ll, I’ll be pouring them. All right.

[00:24:49.07] spk_1:
We’ve got, we’ve got just about a butt load more time. Let’s go back to performance improvement.

[00:25:01.75] spk_0:
And what form do people who are rated, get this information in? WW? Is it something quantitative or is it narrative or both or what, what are they seeing? What’s each person who gets rated seeing?

[00:25:34.04] spk_2:
Yeah, absolutely. So, um the vendor that I work with particularly, um and I think this is true of, of other vendors that I’ve seen as well. Um There is data that’s involved. So you will be able to see for each question um how you were rated, you’ll be able to compare those scores by the different R groups. Um A lot of times there is um an opportunity to roll that data up as well, so you can start to see overall what are my strengths and my development opportunities. Um And then there’s typically something um a little more qualitative um included as well where people can kind of open comments, provide feedback and you can spend some time looking at that as

[00:25:54.30] spk_0:
well. Ok. Ok. Um And, and let’s talk more about the, the coaching and the, and maybe the work plan that goes along with improving areas that aren’t so strong. Um How long does that last or what? What, what does that look like?

[00:26:55.70] spk_2:
Yeah, so um the assessment process itself uh can take a few weeks just to get that feedback. You know, you’re gonna do self assessment, you’re gonna invite your readers, they’re gonna go in, provide their feedback, it’s gonna generate the, the data, the report for you. Um And then the coaching session you want at least one that I would say is the absolute minimum. I thought this was right to go through that data. Um If you’re really looking to, to see that person um that participant make progress on their action plan, so they’re making progress towards their goals, then I definitely recommend looking at a longer term relationship with that coach because they can start to become an accountability partner and they can continue to prompt them to action. They can continue to help them think through how they’re gonna apply what they’re learning on the job. And so there’s just a lot of value there. Um, I would say that about that, um, does vary by organization as well. Um, but if you want to see, you know, those results, um, and see the action being taken. Um I would say at least three months um probably longer to, to watch that behavior start to change.

[00:27:33.84] spk_0:
Uh Tell us a story about an organization or it could be a person. Um I kind of like the organization level if you have a story like that, like where you saw, you know, you saw them go through this process and you saw improvement among key people in the organization and they don’t have to be senior leaders, but you saw, you saw improvement, you know, you saw a benefit come out of this, whatever, eight months later, a year later, a year and a half later, you know, share a little story.

[00:29:27.05] spk_2:
Yeah. So um for, I guess for anonymity sake, I can share my own story because I have been through the 3 60 assessment process um myself. Um If you like, so I, when I went through the 3 60 assessment process, um some of the feedback that I received was that I needed to use my voice more that I had, um, you know, good ideas when I spoke up and that I needed to, you know, speak up more and make sure that people heard and valued what, you know, whatever it was that I had to say. And it was something that I, it was a piece of feedback that I found very interesting because I felt like in some environments, I was pretty quick to speak up to, you know, take a lead in something um to have my voice heard. And then in other environments, I might be a little less likely to do that. And it just kind of depended on the situation. What um I was on a lot of cross functional project teams at the time. So, you know, what was my role on that project? Who was leading that project, that kind of thing? To me, it all felt very strategic about when I was um using my voice and, and when I wasn’t, but with that feedback, right, that’s information. So with that feedback, I was able to um start to think about how do I want to use my voice? And um when do I want to use my voice and what would it look like or what would it feel like to be heard in, in different settings? And uh through that process, I was able to um more intentionally start pick up um not just in meetings, but also, um you know, one on one with my supervisor and say, you know, hey, I’m interested in this or I wanna know more about this or I think we should do this or whatever the case is. And I was able to start using my voice a little more intentionally. And the within the organization, um and saw from a, from a career perspective, saw my own, my own career start to um open up and, and grow quite a bit from that.

[00:29:56.55] spk_0:
And so the feedback you got wasn’t as nuanced as you would have, you would have thought it would be like you said, certain situations, you were deli deliberately reticent to speak up and others, you were more vocal, but the feedback wasn’t that nuanced.

[00:30:31.97] spk_2:
Correct, correct. Because if my, if you think about like my peers, they’re seeing me in different environments or uh my partners, I was working on a lot of cross functional teams. So I had partners from all over the organization that were providing feedback. And so depending on which projects I was working on, I might have been leading the project or I might have been just a contributor on the project. And so depending on um what my role was, I was showing up differently in those settings,

[00:30:51.04] spk_0:
right? So each people, each person saw you differently. They didn’t, they didn’t see the full breath. But overall, you took it as I should speak up more, I should be more assertive, I

[00:30:52.06] spk_2:
guess Yeah, absolutely. And just think about how I’m being perceived as well, right, within a, within a meeting or, um, a team.

[00:31:06.28] spk_0:
And then how about developing an action plan? What, uh, what, what do you do that in conjunction with the coach or what ho how does that, how does that look? And how long is an action plan last?

[00:32:56.08] spk_2:
Yeah. So I recommend doing that in conjunction with a coach, uh, at least on that first coaching call to have um something in mind that you’re gonna be working towards. So I typically go through kind of the who, what, when, where, why, how questions. So um you know, what is it that you wanna do? What is it that you wanna focus on? Which competency is standing out to you? Which area are you believing that you want to develop in some way? Again, it could be enhancing um or leveraging a strength that could be enhancing something that’s a little bit weaker. But what is it that you wanna work on? And then how are you going to do that? Are you gonna go um to a training? Are you gonna participate in a leadership program? Are you going to, you start listening to podcasts like this one about, you know, whatever topic you’re trying to work on, what is it that you are going to commit to, to develop that particular skill? It could be taking on a different project at work, right? That you know, is gonna challenge that skill set. So um thinking through your options and deciding how you want to develop that skill and then also with that, putting a timeline to it. So when, when are you gonna start, um what are the, you know, milestones that are gonna be along the way? How long will it take you to complete whatever it is that you’re deciding you want to do? Um And then from there, who, who’s gonna help you, who’s gonna help hold you accountable? We know that most people don’t just change automatically. So if you think about the number of people who um don’t uh follow through on their New Year’s resolutions, right? It, it takes more than just knowing that you need to change or even sometimes having a desire to change and so who can help you, who can be that accountability partner for you, um to make sure that you’re working on this goal and, and it could be the coach, but it could be someone else as well. It could be a supervisor, it could be a peer, um a partner, even someone just in your life that’s going to help, um help you, you know, work towards your goals. And so going through some of those questions, you’re able to put together an action plan that includes things like that timeline. How long you’re gonna be working on it? What do we

[00:33:21.08] spk_0:
do for the folks who really just don’t take this feedback. Well, maybe there are strengths but they’re not, they’re not acknowledging those or maybe, maybe they don’t have strengths identified or let’s just say it’s objectively, it’s, well forget, um, subjectively it’s taken as very bad, forget how it looks objectively. The, the person is taking it very badly, very hard

[00:33:41.46] spk_2:
it happens.

[00:33:42.08] spk_0:
What do we do? What do we do?

[00:34:27.39] spk_2:
So, you know, a skilled coach will probably do one of two things. I, I believe I’m a skilled coach, but a skilled coach will likely do one of two things. Um, one try to on that call, uh, get to at the, the bottom of that feeling, basically what’s causing it. Why am I getting such a reaction from this information? Um, just trying to understand perhaps there’s something that is triggering the reaction beyond just what’s on, on the, the paper, so to speak. And so having that conversation can actually sometimes move people into a new place, a better place to, to have the conversation that you have wanna have. Um, another option. And, and another thing that a skilled coach might do is just ask to reschedule the call. Um, because sometimes

[00:34:36.89] spk_0:
to do what reschedule

[00:34:53.58] spk_2:
the call, the coach call, right? Um Because sometimes there’s just something, whatever it is, whether it’s a, uh, a data point or a comment that has been included in the feedback, something just hijacks you and you can’t move past it in that moment, but that doesn’t mean that two weeks from now, one week from now you wouldn’t be able to move past that. And so sometimes having some space can, can be really beneficial. And so just saying, you know what it sounds like, this is not gonna, you know, be a good time for us to have this conversation. Why don’t we reconnect on Tuesday and then you’re giving some, them some space to kind of think through and process what they’re, what they’re learning in the assessment.

[00:35:21.60] spk_0:
Ok. I could see how some people could take it hard.

[00:35:23.86] spk_2:
Absolutely. Absolutely. Right. There’s that one comment, the comment that

[00:35:29.60] spk_0:
like maybe you even thinking, I know who said that. I know who that was. He killed me.

[00:35:36.52] spk_2:
Yes. People spend time trying to figure out who said what and it’s not, that’s not the point, right of the assessment and so helping them move past that can, can be part of the, have you had

[00:35:48.58] spk_0:
people plead with you to tell you? Oh, come on, who said that?

[00:35:51.98] spk_2:
Well, as a coach, I don’t know who’s at it. So

[00:35:55.20] spk_0:
it’s anonymous to

[00:36:08.79] spk_2:
you. It is, I, I might know uh for the, for the data points, I know which group it came out of and, and they do too, um but not necessarily for the open field comments. Um And so it’s, it’s, you know, you can think about this all day, but it doesn’t mean you’re gonna get it right. And then what if you do, what, then what, you know what’s gonna change for you? How are you going to use that information? So,

[00:36:17.88] spk_0:
now I’m, now I’m blowing this up. Like, have there been cases of retaliation where somebody confronted somebody? I know you, I know you’re the one who wrote this.

[00:36:26.79] spk_2:
I, I would guess somewhere in the world that perhaps that is the case. Um, but I have not experienced

[00:36:42.49] spk_0:
that. All right. No workplace blow ups or confrontations over 3 60 assessments. All right. All right. Um What else, what else would you like us to know? We still got, we got some time left. What like what happened? I asked you that you think folks should know about these 3 60 degree feedback?

[00:38:23.26] spk_2:
Yeah, I would just add that. Um So I work with, with nonprofit leaders to help them create scalable learning strategies. And um you know, oftentimes when there is some sort of learning need, some sort of professional development need, we go to training and I create training. So I’m biased. I, I like it. I think it’s a great solution but it’s a solution. And I think pairing any other sort of professional development program, um like a training with a 3 60 assessment is actually even more valuable because if you’re able to assess your skills first and then say, here’s where I need to improve, here’s where I need to focus and then you send them through, say a leadership training, they have that skill set in mind. As they’re going through that training, they’re focused on that particular skill set, whether it’s, you know, communication or relationship building or whatever they’re focused on that, they’re gonna get back out of it and then you’re gonna see some really intentional transformation um because they had the assessment process first. So when I think about creating scalable learning strategies for organizations, it is thinking through that whole process, how can we make sure that we’re being strategic, that the organization is getting what they need? But then also thinking about the individual within the audience. So things like 3 60 assessments combined with formal training, combined with coaching, um can actually be a really effective way to see how people grow and develop. I think, you know, for me, I think people are worthy of investment and then I think investing in your people, make them feel valued and gives them, you know, a new, new skills and a new passion for their work. Um And as leaders in our organizations, we get to create that environment, we get to create those opportunities so that our people can thrive. And so an assessment is one great tool that you can use in conjunction with many other tools to help your your leaders grow and develop.

[00:39:02.09] spk_0:
So then by coalescing all the assessment data for all the individual people, you’re saying you can target training enterprise wide that that helps lift lift skill deficits that, that are like common across lots of people in the organization.

[00:39:27.21] spk_2:
You can, you can. And even if you have a general leadership program, if your individuals have gone through the 3 60 assessment process, they’re looking to develop particular skills. And so they’re gonna be looking to find that you, you often find what you’re looking for, right? So they’re gonna be looking to find whatever that is in the leadership program. So even if it’s a, a more general program that you’re offering, um or you’re, you know, sending people to the 3 60 assessment, gives that individual information so that they look for that when they’re in that program. Yeah.

[00:39:51.41] spk_0:
Right. Right. As you said, right. They’re looking, they find what they’re looking for. Yeah. Absolutely. Ok. All right, we leave it there, Heather, what do you

[00:39:53.31] spk_2:
think? That sounds good, tony. Thanks for having me.

[00:40:10.16] spk_0:
Oh, it’s my pleasure. Absolutely. Heather Bright founder and CEO of Skill Masters Market. The company is at Skill Masters market dot com and she is at Heather Burright. Thank you again, Heather. Thanks tony

[00:40:18.28] spk_1:
next week. Financial Fitness for your board. If you missed any part of this week’s show,

[00:40:21.11] spk_0:
I beseech you find it at tony-martignetti dot com

[00:41:11.92] spk_1:
were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your non profit donor box dot org and by Kela, grow revenue, engage donors and increase efficiency. With Kila, the fundraisers CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Our creative producer is Claire Meer. I’m your associate producer, Kate martignetti. Social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein.

[00:41:26.83] spk_0:
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 October 2, 2023: Fundraising For Introverts

 

Brian SaberFundraising For Introverts

That’s the title of Brian Saber’s new book. He returns with uplifting news for those who prefer quiet time over party time: You can be a great fundraiser! Brian knows. He’s been a successful introverted fundraiser for nearly 40 years. He’s also president of Asking Matters.

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

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.
View Full Transcript

Transcript for 660_tony_martignetti_nonprofit_radio_20231002.mp3

Processed on: 2023-09-29T19:59:48.507Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…10…660_tony_martignetti_nonprofit_radio_20231002.mp3.407457749.json
Path to text: transcripts/2023/10/660_tony_martignetti_nonprofit_radio_20231002.txt

[00:00:47.44] spk_0:
Hello and welcome to tony-martignetti Nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host of and the pod father almost forgot that of your favorite heb doin podcast. I can’t quite bring the usual energy today. I will explain in Tony’s take two. Nonetheless, I’m glad you’re with us. I’d be stricken with depopulation if I had to speak the words you missed this week’s show. Here’s our associate producer, Kate with What’s up this week?

[00:01:54.37] spk_1:
Hey, tony, it’s fundraising for Introverts. That’s the title of Brian Saber’s new book. He returns with uplifting news for those who prefer quiet time over party time. You can be a great fundraiser. Brian knows he’s been a successful introverted fundraiser for nearly 40 years. He’s also president of asking matters on Tony’s take too. Got the COVID we sponsored by donor Boxx, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and buy Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers, CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals here is fundraising for introverts.

[00:02:30.82] spk_0:
It’s a genuine pleasure to welcome back, Brian Saber to nonprofit radio. He is President of Asking Matters and author of the brand new book. Fundraising for Introverts Harnessing our powers for what matters. Brian has nearly 40 years of professional experience as a frontline fundraiser, soliciting major capital and planned gifts. The company is at asking mats dot com. Brian and Brian’s book are at fundraising for introverts dot com. Welcome back, Brian. It’s a pleasure to see you.

[00:02:44.99] spk_2:
I am delighted to be back, tony.

[00:02:48.16] spk_0:
Welcome from Palm Springs, California where you are just recently located to from New

[00:02:55.15] spk_2:
Jersey. From New Jersey. Yes. Uh, I have made this my base. Yes, it’s very hot in September here. Uh, but it is beautiful and, uh, I guess it’s one step towards retirement. Who knows

[00:03:14.68] spk_0:
Palm Springs, California is a very different culture than, uh, no Jersey.

[00:03:16.20] spk_2:
It is. Everyone says hello and I don’t wanna say New Jersey, its aren’t friendly or New Yorkers aren’t friendly.

[00:03:25.58] spk_0:
We don’t, we don’t have time. We’re in, we got somewhere to be. There’s too many. I, I can even in small town, New Jersey, I mean, you might get a smile, you might in a small

[00:03:41.53] spk_2:
town here, many people have no place to be a lot of retirees. The pa is slower and it’s sort of

[00:03:43.19] spk_0:
nice. All right, you’re bringing down the average age then

[00:03:46.53] spk_2:
I have, you know, I went from feeling like the oldest person in Jersey City. I might have been the oldest person in my building by 20 years to feeling like, uh, younger than spring time and Palm Springs.

[00:04:25.41] spk_0:
Right. I, I think I better also disclose that Brian and I are both on drugs. Me for my COVID, he had some surgery very recently. So, let’s see what unfolds. Let’s make sure I can keep straight the difference between intuitive and introverts. That’s the first thing since the book is about introverts, we wanna make sure we keep things straight that way. Um, I saw you just, you, um, you were just on Jay Frost Mastermind series

[00:04:31.38] spk_2:
actually, that is this afternoon.

[00:04:41.86] spk_0:
Oh, it’s coming up. Oh, it has. Oh, well, I don’t like being the warm up for Jay Frost at Hack. I wouldn’t, uh, II, I was, I, I was gonna say that he was the warm up for me. Now, I’m the opening act for Jay

[00:04:50.75] spk_2:
Frost. Well, actually, by the time this, this airs Jay’s will have happened. So he will be your warm up act, in fact. Oh, good. Oh, ok,

[00:05:10.20] spk_0:
good. All right. Then we can proceed because otherwise we’re, we’re gonna do this at six o’clock Eastern, uh, at, at three o’clock your time because I’m not warming up for Jay Frost Hack. All right. So let’s, let’s, let’s get some terms. Uh, introvert. We’re celebrating introverts. We’re celebrating introverts, right? You’re an in, you’re a proud introvert. Welcome. Proud introvert.

[00:05:38.51] spk_2:
Thank you. Yes, I am a proud introvert and it took a long time to become a proud introvert for most of my life. I thought it was something I had to compensate for something that would hold me back, something to hide. Something that makes me less of a fundraiser than others.

[00:05:44.45] spk_0:
Your own mom, Elaine Saber was, was confused.

[00:06:39.29] spk_2:
She was confused. You’re right. You read the book closely. Yes. My mother, uh, I, I was very shy when I was young and she thought at a certain point I got past it that I became this confident and outgoing person. Well, she wasn’t seeing what was underneath, which was, and still is a somewhat shy introverted person who wants to move through the world in a certain way. Command respect, uh uh, and be seen as confident and able because, uh, there is some bias, there are lots of biases in the world, of course, and there’s a bias towards people who are more articulate and uh forward and, uh social.

[00:06:41.56] spk_0:
Yeah. Well, they

[00:06:42.33] spk_2:
suck up all the oxygen thing

[00:06:44.41] spk_0:
up, all they suck up all the oxygen and, and so there’s no choice but to pay attention to them because you can’t get a word

[00:07:05.20] spk_2:
in. Well, this is true. This is one of the challenges for introverts that we can’t get a word in unless we jump in ahead of when we really want to participate. And this is one of the great dichotomies between introverts and extroverts. Is that rhythm in a conversation?

[00:07:20.06] spk_0:
All right. So let’s, so let’s talk. Let’s get some of our terms. Uh settle, settled down. So, so introvert, extrovert, uh let, let, let’s, let’s uh uh contrast the, the introvert extrovert for us,

[00:08:03.18] spk_2:
please. Well, in fact, it, it all comes from science and uh introverts are introverts and extroverts are extroverts because of how we’re wired and because of our neural pathways and our transmitters and our enzymes. So which is actually great news to be able to say we are who we are as, as we want to in so many parts of our life and say this is simply how, who I am, who I was born to be. And uh there are a few points here. The first is that introverts have longer neural pathways, brain pathways that they use in thinking through an idea coming up with an idea, coming up with a response to a question, introverts have a longer pathway and dig deeper into their memories into their pasts, into their knowledge base to come up with an answer. Yes.

[00:08:33.40] spk_0:
You say you say introverts rely more on long term memory. Extroverts rely more on short term memory.

[00:09:29.87] spk_2:
Correct? So it’s much easier for an extrovert to grab it that short term memory or what’s coming through their mind right at that moment and to then spit it out and feel it’s a complete thought. Whereas the introvert really wants to stop and think before, before responding. And I, I ask people if they have this same challenge I’ve always had when I’m in a situation where I have to talk quickly. I repeat myself because the first time I say something, it doesn’t sound complete to me, it came out too fast before I could put it together. And I’ve had to watch and try to keep myself if I’ve had to talk quickly from repeating myself. It’s a bit of a mind thing there. Uh You might get too much into your mind, but I, I watch that now so that I’m not repetitive. And you

[00:09:37.83] spk_0:
said you asked other people are uh did you find

[00:12:58.28] spk_2:
and other people find the psycho with you? Yes. Yes. Yes, they are. Simpatico with me. They get it. So that’s the first difference. The second difference has to do with dopamine and Acetic Cole. And I’m not a big science guy, but I dug into the science for this book because I really wanted people to understand who they are and what’s making them tick. Everyone’s heard of dopamine. We hear it all the time. We hear about it in terms of sports and that rush and everything who’s heard of coli very few people. Well, they are complementary uh neural transmitters. Dopamine is called the feel good uh uh transmitter or enzyme. And when dopamine is activated people, well, pe dopamine is activated, I should say by external rewards and excitements and things. Aesthetic cole is the internal, feel good that’s activated by going inside by what’s what, what you’re feeling inside yourself. It’s a more of a self-satisfaction and it’s been proven that dopamine is more active in extroverts, anesthetic coline and introverts. So, extroverts are motivated for that to get that excitement, to get that rush in the moment that might come from meeting with people, meeting new people at a bar, going to an exciting concert and feeling the the mood of the crowd. Whereas introverts aren’t as reactive, their dopamine isn’t as reactive and so are less drawn to that type of activity and get less pleasure out of it. They get more pleasure out of quieter activities and often more solitary activities where they’re actually thinking deeply. And I’ve noticed only very recently, I’m not a big joiner. That’s an understatement. Actually, I don’t like to join things, but I’m into groups. One is uh yoga. I’m a big yoga guy and I realize what I like about yoga is we’re together, but we’re not really interacting. I’m feeling the energy of the room without having to be social the whole time. I’ve also been in a chorus for the last two years as you know, tony, I started singing now, I’m in a chorus. And what’s nice about the chorus is we chat a little bit beforehand and during the break, but most of our time together is spent making music where the interaction with each other is, is not a social interaction and it’s much more comfortable for me. I hear of these meet up groups all the time and for a million dollars, I wouldn’t go to one of those events. So, so, you know, I’m very aware of where I’m getting my energy, people think because I do have many friends and because I do well in social circumstances that that must mean an extroverted. But in fact, I’m using a tremendous amount of energy that wears me out. So those are the two big differences and sometimes people to simplify it. Think of extroverts as those who talk to think and introverts as those who think to talk, right. Extroverts process out loud, introverts like to think, process internally and then talk,

[00:13:24.15] spk_0:
you make this clear in the book, let’s uh distinguish between being introverted and shy. Uh

[00:14:27.87] spk_2:
Yes. So often they’re conflated because they often result in the same thing. Someone who’s a little reticent to be in groups, maybe a little awkward uh off to the side, want to spend time alone. Uh Shy has to do with fear of being judged and the opposite of shyness is an introversion. It’s outgoing ness if you will. Um So you can be shy or introverted or both. So, um there are shy extroverts which might seem odd but uh it an extrovert can be drawn to the shiny object into the, the uh the big social circumstance and still be shy in that situation, uh for fear of being judged. They’re, they’re two different pieces of the pie. OK.

[00:14:29.95] spk_0:
And then, and then you throw in, uh, Ambivert,

[00:14:33.81] spk_2:
which I

[00:14:34.58] spk_0:
thought, I, I thought of, I thought of her Metro but you don’t, you don’t call it her Metro.

[00:14:41.08] spk_2:
That’s a big scientific term.

[00:14:52.28] spk_0:
And it’s a nice, uh, that was a good prefix for, uh, for, it could be either one, her Metro but um uh Amber, Amber, right? Adex, we can balance both. Yeah. You think they exist? So

[00:16:42.93] spk_2:
yes, I think the ambivert exists. There’s been a lot of discussion about Ambivert lately. I think it’s helpful, but it can also keep you from understanding yourself because basically if you’re gonna say, well, I’m everything. OK. Well, what drives you, what, what you, you need to have some way forward and I, I think ambivert to me implies an equal amount of everything. Whereas I think we are most of us more of one thing than another. So you’ve had me on before and some of your listeners probably know the asking styles that we created at asking matters. And those really were the kernel even for this book. And uh there are four different styles, but we also have a secondary style for each because no one fits cleanly in one box. And when people take the quiz or they look at the graphic, they, they, they sometimes say, well, I feel like I’m a little bit of each of those. And I say, well, you know, you could be closer to what you’d call the origin of the various axis in this, right? Some of us are Uber, this or Uber that we’re all on a spectrum. We all have more or less of various things, whether it’s uh um in testosterone or it’s introversion, right? Dopamine reaction to dopamine reaction to a subtle and the idea through all of this discussion, I think, and through all of these different uh personality assessments and the work I do specifically related to fundraising is help people get a better sense of who they are, feel comfortable with that, understand they can succeed, given who they are and that they don’t have to be the other.

[00:17:26.62] spk_1:
It’s time for a break. Donor box quote. We’ve seen incredible results with Donor Box. In the last year. We’ve boosted our donations by 70% and launched new programs in literacy, health, child care and tailoring for our girls. That’s Jennings W founder and executive director of Uganda 10 18. If you’re looking for a fast, flexible and donor friendly fundraising platform for your organization, check out donor box, donor box dot org. Now back to fundraising for introverts

[00:17:50.99] spk_0:
since you, you raised the asking styles. Well, this seems like a good place to acquaint folks, but I was gonna bring it up later, but we may as well just remind folks, you know, first of all the quiz that uh you referred to is at asking uh asking mats dot com and it’s AAA three minute quiz you ask about th there are about 30 questions. You don’t, you don’t overthink them three minutes. You’ll, you’ll get your asking style. But so what are we talking about if you can give us the 2 to 3 minute version of what the asking styles are? No point in my trying. You’ve been talking about this for decades, you can do it much more succinctly.

[00:18:12.19] spk_2:
Ok? I I had a feeling you might be asking about the asking styles later, but it just felt like the segway. So you,

[00:18:30.73] spk_0:
yeah, so you know, you run amok. Uh The guest guest takes advantage and has his own agenda. That’s fine. But I, I, so I yielded to it. Uh but I’ll just make it uh explicit with my consent. We will move into the asking matter, the asking stylist and

[00:18:39.70] spk_2:
for the record, one of the things I just adore about you is your sense of humor. And I think that’s why we get along. So

[00:18:46.55] spk_0:
please do proceed with my consent.

[00:22:16.09] spk_2:
Why? Thank you, sir. Kind sir. So the asking styles were developed by me and actually by Andrea Kilted, she was my co-founder. I always give her credit for this. Um And we, we came up with them because we wanted to help people in the field understand their strengths as askers, fundraisers and in, in particular askers because asking for money. That moment where you ask is such a difficult thing for so many people. And most people say I can’t do that. Especially volunteers and board members, we were both dealing with lots of boards and board members would come on and say I’ll do anything but fundraise. I’m not a fundraiser and so forth and we wanted people to understand that there isn’t just one type of fundraiser. There’s this stereotype which truly is just that uh fundraising and the fundraising, you and I do a lot of the major gifts, the plan gifts, capital gifts, they’re all based on relationships. We all have relationships in our life with a variety of people who have different personalities and we make it work and we bring different parts of our personality to the table depending we acknowledge uh who others uh are in, in, in terms of their personalities. I just saw a new book came out something about get people how to get people understand people. We wanted people in this nonprofit sector to understand who they were as askers. And we based it on two characteristics. First, how you interact this extroversion, introversion spectrum and then how you think uh the analytic intuitive spectrum and came up with a grid, not dissimilar to a Myers Briggs or a disc grid or any of the personality assessments people are familiar with, but we did develop it ourselves from scratch. Uh uh And, and the result is these four major uh asking styles. Rainmaker go Getter, Kindred Spirit emission controller, either the analytic extrovert, the intuitive extrovert, the intuitive introvert or the analytic introvert. And based on that there are skills and a style that predominate for you. Whether it’s the analytic extrovert. The rainmaker who is sort of driven strategic competitive, keeps their eye on the prize very objective or the intuitive expert. The go-getter who’s, who’s a big picture thinker and makes friends easily quick on their feet, engaging important skills for fundraising. The intuitive introvert, the kindred spirit, feelings oriented that is who I am. We our hearts and our sleeves, very personal relationships. And we tend to be attentive and caring and thoughtful towards other people, not to say rainmaker and go getters can’t be caring, but we excel at thinking about others and making them feel good. And then the mission controllers, the analytic introverts who are very planful and systematic and detailed and observant the best listeners, those most likely to sit back and watch what’s happening. And for those of us in fundraising, we know the number one skill really is listening and learning from your donor. It’s not telling them everything about your organization and trying to convince them of something, but learning from them and understanding who they are so that you can relate them to your organization and vice versa. So those are the four styles and um

[00:23:40.35] spk_0:
each of them, each of them has value in fundraising. Uh each of them could partner with others to enhance their own skills. Each of them could identify potential prospect and donor relationships based on their own styles as well as the prospect styles as, as best as you can suss those out. So, and you and I have talked about the styles on the show. I, I we’ve, we’ve done a show devoted to the styles, the styles and all and the, and the quiz to find out what your style, primary and secondary is again, is that uh asking matters, not asking styles. That would have been too simple. I don’t know why they didn’t choose asking styles but they didn’t. So uh they, he Brian, I don’t know why he didn’t, but it’s asking matters. Go to asking matters dot com. That’s why um that, that’s where the quiz is and that’s where all the info is. And uh I am, I am a uh uh I’m a Go Getter, Kindred Spirit. Yes. My, my one and two. And you’re a Kindred mission controller,

[00:24:35.43] spk_2:
right? OK. So your intuitive really dominates and you’re um you’re strong intuitive, strong from the gut. Yeah. And my uh and, and you have, you might say about more of a balance between introvert, extrovert, you’re not Uber, extroverted necessarily, right? My, I am uh being a, a Kindred Spirit mission controller. I am primarily an introvert and I have a balance of the intuitive and the analytic. In fact, you know, II I have an economics degree. I have a business degree. I have an architecture degree. I have all of these degrees that do depend a lot on quantitative measurement analysis, things like that. And I’m a good organizer. I don’t care to do it. I’m a kindred spirit. I’ll go along with whatever anyone wants to do because I want everyone to be happy. But people put me in charge because I can do it because I can organize something I can put on a special event if I have to and it’ll work well. So that’s how I define

[00:25:00.09] spk_0:
myself. In fact, you were CEO at uh Hudson Guild in New York City for years, six

[00:25:10.63] spk_2:
years, I was at Hudson Gill for eight years in, in total as deputy and as Ed and yeah, and I, I was pretty good at running the place coming up with budgets keeping to budgets. Uh

[00:26:09.27] spk_0:
Yeah, it would not have had eight years of, of uh lackluster performance. No. So certainly it was uh it was a successful run. All right, let’s talk about one of the opening chapters. Introverts are great fundraisers. We’re here to celebrate introverts because we, you know, we don’t want people to feel that they have to be something that they’re not right that you have to appear. You have to make a, make a AAA presentation or uh put up a facade of something that you aren’t to meet some fundraiser stereotype that is uh uh lacking and phony and we, you know, if you’re an introvert, we want you to show up as you are wherever you are, what we want you to show up as you are. But we’re celebrating today. Introverts. So, uh, like I said, early chapter introverts are great fundraisers. Why is that?

[00:28:31.44] spk_2:
Yes. Well, to pick up on something, we said a little earlier, the, the number one point is definitely the listening skills in a conversation. You’re either talking or you’re listening. Hopefully, if you’re not talking, you’re listening to the person who’s talking, I guess you could be zoned out. And in fundraising, we want the donor to do more of the talking. Well, it’s much easier for the introvert to sit back and let the donor do more of the talking to have more of the focus on the donor to keep asking questions and having the donor answer them. It’s a good skill overall, but it’s one that comes more easily to introverts and sometimes extroverts have to work at it. We, we talk about how we want our donors to talk more than half the time. Ideally more like 65% of the time if we can get above that. Amazing, not always so easy but important. So this listening is key and, and another reason listening is important is that it’s been proven that we remember the least of what we have heard. We remember much more of what we ourselves say and do, and we remember the most about how we feel or felt. And if, if, if, if I’m a fundraiser and I’m talking nonstop about my organization and not really including my donor in the conversation. My donors not gonna feel that great may might feel. Oh, ok. It sounds like a great organization. But isn’t going to feel any attachment, isn’t going to feel involved? Isn’t going to feel like there’s any stake and further may not even remember the important points you’re making because you’ve made so many points your donor might remember them all might remember the least important might phase out. So listening is extreme ordinarily important and it’s something that introverts do really well. We also tend to go deep rather than broad, right? That’s how our minds work. So we like deeper friendships, deeper, more meaningful conversations and it’s not that extroverts don’t like meeting people aren’t intrigued by people and such. But introverts do dig deeper and develop uh uh deeper relationships.

[00:28:39.35] spk_0:
Curiosity. II, I call it, I uh you refer to it in the book too, a curiosity about people.

[00:28:56.20] spk_2:
Yes. And I, I’m not saying extroverts don’t have a curiosity. Andrea and I were talking recently and she’s very curious about people, but she isn’t gonna dig deep, right? She’s as deep as I will for instance. Um And that there’s nothing wrong with that. It’s, it’s different, right? You, you, you can spread the net, right? Until,

[00:29:08.66] spk_0:
until the conversation gets awkward but you don’t

[00:29:43.37] spk_2:
maybe. Um but I, I do think you extroverts help spread the net wide if I want looking at it in a different way than I’ve spoken about it. You know, you make lots of friends and have lots of relationships and I think the introverts deep can deepen those. Uh So that is the non, so listening and, and being attentive because attentive is related to listening, right? So they go together and tho those are key

[00:29:47.11] spk_0:
also sharing our own stories.

[00:30:06.38] spk_2:
Yes. And introverts in particular, Kindred spirits are more likely to share their own stories. Intuitive come from the story side where analytics often come from the facts and figures and outcome side. Now you can put those outcomes and uh uh uh statistics in a story of course, and I teach that, right? You want to tell your story, but that touchy feely warm story often comes from an introvert and most often from an intuitive introvert, it’s just how we roll and those are proven to be rather effective.

[00:30:33.77] spk_0:
Sharing your own story also reveals that your understanding, you’re processing, you’re empathizing with what the person has just said because you’re, you’re relating it to your own experience, what you’re relating, what they had just said to your own experience and then you can convey that. So I, so as you, I, I think that reveals to the person you’re speaking with that uh that you understand and, and empathize and you’ve seen it in your own life and here’s how, so I fully understand what you’re saying because the, the same happened to me sort of.

[00:31:50.00] spk_2:
Yes. Yes. And of course, in fundraising, we teach everyone to do that. It’s just what comes most naturally. And at the end of the day, there are some fundraisers who are super duper stars with tons of experience who have closed gazillions of gifts and can and can figure all this out. But for most people in the field, we’re trying our best where we’ve had very little uh training. We’re board members, let’s say who have had virtually no training. Um And, and at the end of the day, we need to just rely on who we are and as introverted fundraisers, board member, other volunteers, staff member can rely on that listening, that empathy, that attentiveness to, to be very successful.

[00:32:44.12] spk_1:
It’s time for a break. Kila increase donations and foster collaborative team work with Kila. The fundraisers, CRM maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser. Crm goes beyond data management platform. It’s designed with the unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth visit, Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals like never before. It’s time for Tony’s take two.

[00:34:39.11] spk_0:
Thanks, Kate. I got the COVID. Uh, I was, uh, very proud that I hadn’t gotten it all these years, but it hit me, I don’t know whether it was, uh, a restaurant or might have been my local food store or a little, uh, home goods store that I go to a local, little, not home goods, the big shop but, uh, a little, a little houseware store. I go to, uh, I, I think it was one of those places which, uh, just leads me to the lesson that consumerism kills because the I was spending money. I was spending money somewhere and I got sick. I certainly didn’t get COVID on the beach. Uh I didn’t get COVID pulling weeds in my garden, my flowers, keeping my flowers clear. I didn’t get COVID doing those things. So spending is harmful to your health, don’t spend and stay healthy. That’s the lesson that we pick. Take. That’s the takeaway. That’s the takeaway consumerism kills. Um, no, so, so it’s actually a, uh, AAA pretty mild case. No, you know, certainly no hospitalization just, uh, so my case was pretty mild, didn’t feel mild for a couple of days. But, uh, overall in the big scheme of COVID, it, it’s a mild case. So that’s that. So I can’t quite bring it all today. And, uh, you can hear that I’m a little nasally talking to Brian because we recorded just today while I’m also you know, so, not, not quite over this, like, probably 80% recovered. 80% of my charm is, has, has, uh, has recovered. So that’s the explanation. Everything’s gonna be fine next couple of days it’ll all be over and that’s Tony’s stake too. Consumerism kills. Don’t spend money and stay healthy.

[00:34:47.57] spk_1:
Kate. Yeah, you do. Sound a little funny, but we’re glad that you’re feeling better, tony. All

[00:34:52.65] spk_0:
right. Don’t spend money.

[00:34:55.42] spk_1:
We’ve got, but loads more time. Let’s go back to fundraising for introverts with Brian Saber.

[00:35:49.79] spk_0:
I have AAA personal downside that I have experienced to this. I do a lot of meals, uh meetings over meals and when you’re doing a lot of listening, you’re eating because the, the person is talking and there’s a meal in front of you and I have to pace myself so that my plate isn’t empty because I’m, I’m, when I say I’m, I’m allowing the other person to speak. I want the other person to be talking. I probably do meetings more like 80 20 them talking and me talking. Uh So at least that’s the way it feels. So you have to, I have to pace myself. So I don’t finish my, my meal before the other, the other person’s plate is still full because they’re, they’re doing all the talking, which I’m encouraging. So you have to, you have to pace yourself. If you go to the bathroom, that’s I find bathroom breaks. Good opportunity. Give somebody, five minutes to catch up. You know, they can, they can eat, they can eat while, while I’m in the, in the bathroom. That’s a good strategy. Um, also when the check comes, that’s another good time to go to the, go to the bathroom. Let them, let them ponder the, or when you know the check is coming,

[00:36:09.98] spk_2:
uh, you’ve only got five seconds on that one. Yeah. No, I

[00:36:18.45] spk_0:
know. Yeah. You say five seconds in the book. I, I let it sit there. I, I let it sit. You too. Yeah. Yeah, I, I, I’m representing a charity for pizza,

[00:36:23.82] spk_2:
but my hope is that I will then go for it and the donor will say, oh, no, please let me get that. I don’t want the charity to get it. Some donors don’t realize that I think some donors feel we pay all our own expenses as well. That shouldn’t

[00:36:39.42] spk_0:
be right either. That’s

[00:37:09.65] spk_2:
not right either. That wouldn’t be right. But we assume that our donors understand so much more about how the nonprofit sector works than they do the most sophisticated ones. Do those who have sat on a number of boards. They get it. They make sure not to put us in an uncomfortable position when the check comes and such. But most people are at, at the beginning of that journey. You know, we, we, we have to remember in this nonprofit world that most people have less information than more whether they are volunteers, donors or staff.

[00:37:16.12] spk_0:
Yeah, they do.

[00:37:17.76] spk_2:
We really want to help. Honestly. Not that we don’t want to help a little bit the, the, the big guys as they call them, but they have tons of professional, super experienced staff and board members. Most of our nonprofit world doesn’t have that. And that’s who I really want to help. That’s who needs the most help.

[00:37:35.78] spk_0:
That’s why you’re on nonprofit radio. We’re, we’re big nonprofit ideas for the other 95%. You’re speaking, you’re speaking to that other 95%. Yes. Yes, with my consent. Um

[00:37:48.37] spk_2:
Sir.

[00:38:03.69] spk_0:
All right. Um, no, host is good enough, you know, sir, is not necessary. Just host. Um I, I wanted to be sure to thank you for putting me in the index. I have a, I have a quote. You asked a plan to you, you asked my reaction to uh, or my explanation of how planned giving could be, uh a little easier, maybe a little less taxing for introverts and I was happy to do it. And then you put me in the index. So I’ve never been indexed before. So thank you.

[00:38:37.57] spk_2:
Haven’t been indexed. Ok. Well, you’re great. You’re quoted. We brought um, a, a good perspective to plan giving because we talk about all the different roles in fundraising, not just the major gifts. And uh, and your expert perspective on plan gifts was uh really helpful and maybe we should say and, and to find out exactly what he said, they need to read the book.

[00:38:44.80] spk_0:
Well, what I would do when you get the book is, uh, I would jump to page 89. 89. Yeah, read my quote because if you die while you’re reading the book and you miss out, you know, 89 is kind of far away if you don’t get to 88. So if you don’t make it through the book for some reason, so jump to 89 read the important part and then, you know, jump then, then go back to the beginning and read, uh read about every, all the rest

[00:39:09.09] spk_2:
and advice. I think we’ll have to put that in social media somehow and make fun of it. All recommendations start on page 89.

[00:40:24.20] spk_0:
Uh But since we are talking about planned giving, everything you and I have just said about what makes uh in introverts are great fundraisers that all applies directly to planned giving. It’s just that you’re doing it with folks who are 60 to 70 plus. I mean, I, I uh I worked with a donor, I worked with a donor who was 99. She just very sadly, she just died on her 1/100 birthday. Exactly the day she died as on exactly her 1/100 birthday just last, just last week. Uh oldest donor I ever had worked with many uh shout her out Marion. Um many lovely lunches with her Um But you, so you’re just doing it with older folks. That’s all you’re listening. You’re curious and what rich stories they have to tell about the Great Depression World War Two Vietnam era for the younger, for the younger plan giving donors, Vietnam, uh Korea for some of them. Um You know, so there’s just a, a AAA glorious wealth of history that you can learn when you listen to folks. You are 70 or over.

[00:40:32.40] spk_2:
Yeah. Yeah. And I think planned gifts are great area for introverts.

[00:40:34.08] spk_0:
Absolutely. But all of fundraising is all. That’s the point. All right. Um We got some more time. What uh what would you like to, what would you like to talk about that? We haven’t, we haven’t yet. You’re the author,

[00:43:38.40] spk_2:
I’m the author. You’re, you’re the host, but I’m the author. You are. I would love to talk about board members. Yeah, I do a ton of work with boards as you know, um I train boards all the time. So I’m in these situations where I’m facilitating and one of the things I’ve learned from those trainings and even more so from the virtual trainings. We’ve been doing the last couple of years with Zoom and now we’ll be doing tons of going forward. Uh Is the impact of this introversion, extroversion dichotomy on how boards function. If I use as an example after everyone has chatted at a board meeting and given their two cents and the chair says, does anyone else have something to say? And someone actually raises their hand and waits to be called on a often that is, that person has something really smart to say that has not been said before. And two, it’s often an introvert saying it and this has become even more so on. Zoom. I was doing a training a few months back and we asked people to raise their hand that little yellow hand if they wanted to speak. And people just kept speaking. Some people kept speaking without being called on. And finally someone called on this woman and she said, yes, I have been waiting politely with my hands up to speak. She wasn’t going to cut anyone else off. She was an introvert, right? Her and she was, she was also polite. You know, there could be a dichotomy between polite and impolite that has nothing to do with anything. But uh I say this all because if you are not as the chair in particular, if you are not aware of this and finding ways to get feedback from all of your board members, you will be missing out on the introverts. Uh Who II I and this is this shocks people. I never give my opinion in a large group. If someone asks for an opinion, I never raise my hand and offer it. I don’t ask questions when I go to con, if I go to a conference or I’m sitting in some talk, I generally don’t. Uh, because if I raise my hand, someone calls on me, I will actually then be a little embarrassed that everyone’s turned around to look at me and I have to say something. So if you want my opinion, you’re gonna have to ask for it in a different format. Uh, you might ask for it beforehand and try and get a group consensus before the meeting. You might go around the room so that everyone has their moment or follow up if you haven’t heard from certain board members, don’t assume just because someone isn’t talking a lot in a board meeting that they don’t have something to say. Now, does that,

[00:44:04.82] spk_0:
does that include saying Brian, we’ve, we, we’ve been on the topic for a while? You haven’t, you haven’t said anything. Is there anything? I mean, you’re basically calling them out.

[00:46:47.25] spk_2:
You are and they can say no, I’m fine and that, that might be a little embarrassing, but I think they’ll also feel you have respected them by noting that, right? Whether they want to speak or not, uh, they want to feel they’re part of the group and that can get a little tricky as in any group. You know, how much do you acknowledge someone? How much do you leave them alone? Uh, but it’s critically important in boards to, to be watching for this and making sure everyone has been able to participate and have their views heard and validated. Um If we look at the asking styles where we break people up even further, we need to make sure on our boards that all the styles are represented, including the kindred spirit, mission control or introverted styles because of what we bring to the table in terms of process, in terms of making important decisions. If everyone on your board is a rainmaker or go getter, you’re going to come to certain decisions that could be rather biased. Uh When you’re trying to build a strategic plan, decide on next year’s budget. Uh as an executive committee review, you know, in, in reviewing the executive director, when you have all four quadrants, you’ve got the strategy of the rainmaker, you have the opportunity, vision, really forward thinking nature of the go-getter. You’ve got the heart, the the interpersonal of the kindred spirit, really looking at the person as a person or looking at your programs through people who are impacted. And then you have your mission controller who’s looking at the plan and the system and whether it can get done and you need all four. So appreciating, introverts is important to getting the work done and having the strongest plan. And I will use as an example. It might, I think it might be in the book. I, I’ve been working with an organization for a couple of years. They did a strategic plan when I read it. I didn’t think it was particularly strategic I thought it, it felt like a business plan for the next year. Uh The growth wasn’t significant. The new program development wasn’t significant and this is a very strong, solid organization on solid financial ground doing incredible work, an organization that could take the next leap. And when we uh had everyone take the asking sales quiz, we found that most of the board was mission controllers. And so I, what I think happened is the board’s discussions quickly went to, can we do this or how do we do this? And there wasn’t enough time spent on aspirational goals and strategies and what was possible, which are what extroverts sooner bring to the table. Bigger

[00:47:08.45] spk_0:
vision, bigger visions were missing.

[00:47:10.89] spk_2:
I’m sorry, the bigger

[00:47:12.05] spk_0:
vision was missing.

[00:48:10.77] spk_2:
Yes, it was. And, and that can sometimes be a challenge with introverts uh who who may not push far enough, have a have that bigger vision but immediately are going inside internally, which could create some complications for them actually. So we, we just need to be aware of this in all all settings and, and we need introverts on our boards, right? We, we need everyone who is passionate about an organization to feel they belong and want to be a part of it and fundraise for it. OK? And that’s where the asking styles and this book in particular come in making sure everyone’s validated you. And I know we can’t find enough board members, we can’t find enough board chairs for the million and a half nonprofits, executive directors, development officers. And it’s actually going to get worse before it gets better. They say, because the whole baby boomer generation is retiring. And, and so either we validate everyone now and bring everyone to the table and we’re talking about it in many ways. We talk about DE I in many ways. But another, this is actually another lens for that to make sure everyone’s at the table.

[00:48:29.50] spk_0:
You’re talking. Uh As long as we’re talking about boards should uh just give a little mention to our, our uh deceased friend Michael Davidson. Just uh just a little, just a little mention for David Michael. Your uh your book together was uh engaged. Boards will fundraise with an exclamation mark. Uh And I had the two of you on talking about that. So just a little uh little remembrance of uh Michael Davidson. Yeah.

[00:49:35.16] spk_2:
He was an extraordinary member of our community um without ever drawing attention to himself. Modest as could be and knowledgeable and extraordinary and being able to understand boards and bring people around, help strengthen them. And he, it turned out to be my, which I didn’t realize at the time, my greatest mentor uh for almost 20 years I learned from him so much of what I know today about boards and, and miss him terribly in which he were here on our conversation uh with us. It would be a delight So thank you for bringing him up. Oh,

[00:49:51.16] spk_0:
it’s a pleasure. I always think of him when I think about boards. Yes. So why don’t you leave us with something? Uh You know, we can only scratch the surface of the book, which I say every time there’s an author, you, the place to get this book is uh fundraising for introverts dot com. But uh leave us, leave us with some inspiration. I think we’ve been inspirational for, for introverts. But we’re, we’re all, we’re celebrating introverts today. So leave us with even more good news for

[00:53:47.84] spk_2:
introverts. Ok. Well, and before doing that, let me just say from a sales point of view at fundraising for introverts dot com, you can find out to tons of information about the book. We have blog posts. Um We’re starting to put up some videos on different smaller thoughts, individual thoughts and all sorts of resources to buy the book, you buy it wherever you buy books. So we’re not self fulfilling uh um books uh book orders. Uh Amazon, of course, Barnes and Noble bookshop dot Was it bookshop dot com? Is it called? Which actually uh Andrea talked about it. It feeds money back to bookstores um or through your local bookstore. So I just want to say that that um and if you can buy through your local bookstore, amazing because they’re so important still and, and, and any bookstore can order this and get it for you in a matter of days to leave with an inspirational thought. Well, first I’ll say because so so many of us in the field knew Jerry Panis or knew of him, right? For those of us uh in the field for at least a while, he was the Pantheon wrote 21 books, including the book asking many of us have read one or more of his books and Jerry was an introvert. So the person we look at as one of our greatest fundraisers ever and someone who’s taught so much of us so much, uh who taught so much, uh for decades and still does through his books and through the institute and everything. He was an introvert. Um So to me that’s inspirational and, uh, and I guess here’s some inspiration. Um, you know, fundraising is a long game. I think it’s long game, you know, that it’s building relationships over time for the 25 years. I was a frontline fundraiser, executive director. I always thought I was less then I, I hate special events. I don’t like meeting new people. I never go up to someone and introduce myself if I can help it. That’s the shy. I don’t like the phone at all. Uh, very difficult. Um, and I kept thinking someone else can do this, you know, and someone else is a better fundraiser and, but all along, I just did the work, I did the work, I did the work and, uh there was a um AAA an older lady I was cultivating when I worked for BRANDEIS University. I was in charge of fundraising in the Midwest. She was in uh her name is Rosalyn Co I can share that. Uh she lived in Chicago. I met with her many times. The president met with her. We really developed that relationship and it was almost all one on one and she would come to events. But I we had lunch many times and I brought her to the campus in Boston and such and she passed away only a few years ago and left her almost her entire estate to BRANDEIS. I mean, it was $50 million or more the largest gift the university had ever gotten. And that’s not all credit to me because people continued to cultivate her and such. But I certainly was the person who opened that door and really involved her for many years doing my one on one work, right? And that’s um and there are many stories like that, that a decade, two decades, three decades later, uh come to fruition by, by doing the work that introverts do so well, which is building these deep relationships.

[00:54:20.65] spk_0:
Brian Saber info about Brian and his book, You’ll find at fundraising for introverts dot com. Brian. Great to see you. Thank you for sharing. Congratulations on the brand new book. Number one in Amazon in the nonprofit sector when it came out, right? Number one number one in the, in the, in that category. Congratulations. Thank you. Good to see you. Thanks for sharing your wisdom. Thank

[00:54:33.08] spk_2:
you. As always, tony. Next week,

[00:54:43.82] spk_0:
I’m sick. Give me a break. I will get somebody good. Plus we’ve got 659 shows to choose from. I’m not gonna let you down

[00:54:45.84] spk_1:
if you missed any part of this week’s show.

[00:54:48.72] spk_0:
I beseech you find it at tony-martignetti dot com.

[00:55:24.33] spk_1:
We’re sponsored by donor box. Outdated donation forms blocking your supporters, generosity. Donor Boxx, fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and buy Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Our creative producer is Claire Meyerhoff and your associate producer, Kate martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein.

[00:55:53.07] spk_0:
Thank you for that affirmation. Scottie be with us next week for nonprofit radio and I will be feeling much better, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for September 25, 2023: Possible Implications Of The Supreme Court’s Affirmative Action Decision

 

Gene TakagiPossible Implications Of The Supreme Court’s Affirmative Action Decision

Gene Takagi

The Supreme Court’s decision this summer struck down college admissions affirmative action programs. Yet it may have repercussions for nonprofits around employment, contracts, grants, and other areas. Gene Takagi gives us his analysis. He’s our legal contributor and managing attorney at NEO, the Nonprofit and Exempt Organizations law group.

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

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.
View Full Transcript

Transcript for 659_tony_martignetti_nonprofit_radio_20230925.mp3

Processed on: 2023-09-16T15:16:42.814Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…09…659_tony_martignetti_nonprofit_radio_20230925.mp3.800376527.json
Path to text: transcripts/2023/09/659_tony_martignetti_nonprofit_radio_20230925.txt

[00:00:39.45] spk_0:
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 abdominal podcast. Oh, I’m glad you’re with us. I’d suffer the effects of a parapharyngeal abscess if I had to swallow the fact that you missed this week’s show. Here’s Kate, our associate producer with the highlights.

[00:01:16.40] spk_1:
Hey, tony, we have possible implications of the Supreme Court’s affirmative action decision. Supreme Court’s decision this summer struck down college admissions affirmative action programs, but it may have repercussions for nonprofits around employment contracts, grants and other areas. Jean Takagi gives us his analysis. He’s our legal contributor and managing attorney at Neo, the nonprofit and exempt organizations Law Group. On Tony’s take two,

[00:01:18.61] spk_0:
an old drop

[00:01:50.07] spk_1:
were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and by Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers, CRM visit, Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Here is possible implications of the Supreme Court’s affirmative action decision.

[00:02:35.30] spk_0:
It’s always a pleasure to welcome Jean Takagi back to nonprofit radio. I know you know who he is, but he deserves to have a proper introduction. Jean Takagi is our legal contributor and the managing editor of Neo, the nonprofit and exempt Organizations Law Group in San Francisco. He edits that wildly popular nonprofit law blog and is a part-time lecturer at Columbia University. The firm is at neola group dot com. The blog is at nonprofit law blog dot com and Jean is at GTA. Welcome back Jean. It’s good to see you.

[00:02:41.24] spk_2:
Great to see you to tony. Thank

[00:02:52.90] spk_0:
you. I just realized uh we both have red T shirts on. We’re matching today. You’re more for, but you bought a jacket over yours. That wasn’t necessary. Thank you. I’m just, uh you know, I’m, I’m t-shirt and bathing suit because I live because I’m on the beach. So I, I don’t, I don’t put a jacket on. I hope you’ll forgive me. My uh my informality.

[00:03:04.51] spk_2:
It’s a little cooler here in San Francisco. We’re in the mid sixties today. So, well,

[00:03:50.21] spk_0:
not too. Yeah, we’re in the mid uh North Carolina. All right. So we’re talking about the uh Supreme Court’s affirmative action decision and uh the potential for some implications beyond merely college admissions. Why don’t you, why don’t you just set us up with a reminder about that? Uh It was either late June or very early July decision that came out about uh college admissions uh was the um uh the students for fair admissions versus uh the Fellows of Harvard University. And then another case versus the University of North Carolina. So a private university and a public

[00:05:35.84] spk_2:
university. Yeah. So um both cases were treated together and it was um in late June so early this summer um where the Supreme Court came down with a holding that basically said that um in higher education admissions um for uh state universities, uh and for private universities that are state actors and essentially probably because of the federal funding that they receive. Um Well, if they use race um in their admissions policies of deciding who can get in, um whether it’s uh a strict criteria or whether it’s a sort of like a plus factor in rating a candidate’s qualifications that is a violation of the Equal Protection Act uh of the 14th amendment. So the Equal Protection Act basically um says that every person is entitled to equal protection of the laws and that act is applicable to, to governments and state actors. And Harvard uh was brought into the case as an example of a state actor. Um And so, you know, some people were asking, well, how does this even apply to nonprofits? And, well, that’s one way that it applied. And it’s a little unclear about whether something like federal tax exemption. Does that make a nonprofit, a state actor in some cases really haven’t seen that yet, but, um, with the Supreme Court, we’re not really sure, um, what the ties are going to be. Um, but there are all sorts of potential applications for nonprofits that, that people are concerned about. And from my perspective, you know, the decision was fairly disappointing but not unexpected.

[00:07:45.61] spk_0:
Yeah. And, and to just emphasize what you said, you know, we’re talking about potential implications beyond. So we want to raise people’s consciousness about things to watch out for, uh things to watch out for in the news, things to be aware of conscious of, in your own, in your own work, um possibly in grantmaking or, or grant receiving things like that. So, um, yeah, you know, my, uh lawyers are trained to always be learning. You, you never stop learning as an attorney. My uh law school learnings are sort of quickly being eroded by, you know, when I learned about, uh what I learned about abortion protection is obviously, uh no longer applicable. Uh And what I learned about, uh, discrimination, I remember there were, there was benign discrimination like, you know, uh whatever the fishing license or voting or voting or driver’s license laws are in your state, you know, that’s 16 or 18 or 21 you know, whatever it is, that’s, you know, kind of benign. There’s, there’s this, we’re surrounded by discrimination, there’s just, they’re different types. Some are benign and some are invidious, the, the hurtful kind. And then there’s, there was the, uh, sort of corrective or remedial kind which is what, what was at issue around the use of affirmative action in, in college admissions that, that corrective or beneficial kind. And, uh, uh, I, I saw in the, uh, one of the, one of the blog posts that you did at the, uh, the wildly popular nonprofit law blog dot com. Uh, Justice thomas’ concurring opinion was, uh, oh, no, I’m sorry, it was Justice Roberts, the main opinion, you know, eliminating discrimination means eliminating discrimination, discrimination of all types for all reasons for all purposes. Uh So which is a, you know, a part of the, the holding of the case. So, so has has implications, potential, has potential implications for us.

[00:10:14.49] spk_2:
Yeah, and I, I don’t want to diminish just the impact on, on what this decision just if we look at it in isolation for admissions in higher education, um you know, that has tremendous impact because um even Justice Sotomayor said in, in her dissent, ignoring race will not equalize a society that is racially unequal and like that’s really true. So you can take a look at the, the de demographics and, and you, you can see that there are certain bipoc groups that have um less representation in higher education that can result in less uh income and wealth equality down the road. So there are huge implications of this just in higher education. But a lot of our nonprofit organizations or the bulk of them are not in the education space. And even though they may deal um on the peripheral with, with what the impacts of this decision are on higher education, they may have more direct or may be feeling more direct consequences because affirmative action applies as a defense in other types of cases as well, including uh in the employment context and in sort of um contracting uh cases where organizations enter into contracts with different vendors and whether you can, uh say I’m going to base the selection of a vendor specifically on belonging to a particular race. Um And those laws exist, you know, protecting against discrimination in employment and in contract uh making and enforcing before the Supreme Court holding and that Supreme Court holding didn’t change these cases. But affirmative action was used was, has been used as a defense in both those cases, both those type of claims. So there’s the question now, if affirmative action is no longer a defense in some of the higher education and admissions cases, will they be a defense in employment cases and in the contracting cases? So there are implications for this that are unknown yet. But um the trend doesn’t, you know, doesn’t seem good. And we’re seeing organizations and wealthy conservative individuals who really want to challenge these laws across the spectrum. Um Finding cases to attack um organizations including nonprofits and saying we don’t think we’re gonna allow you to do this again. We’re gonna sue you and we’re gonna test it in court and see what happens

[00:10:41.28] spk_0:
and how many government agencies a, a, at all levels of government have, uh, you know, advantages for minority and women owned businesses, uh AAA preference. You know, you get a, you get a step up, it’s not the, it’s not the end, all, it’s not the sole factor but you get a, you get a, an advantage if you’re a minority and women owned business, for instance, those, those types of preferences you’re saying are now suspect at, uh, at, at, at best, I think

[00:11:29.82] spk_2:
they could be. I mean, so there are specific carve outs, um, in, in the laws that can apply for certain things. But, yeah, you know, even if you know what, if we took justice Roberts at his words, right. That type of program would not exist either. Right. So, um, you know, equal is equal and we don’t pay any attention to historical. Um, uh, we just don’t,

[00:11:51.39] spk_0:
we just don’t pay any attention to history. We just ignore what, what’s happened to minorities and, uh, in the country and, uh, we’ll, we’ll just wait, it’s a clean slate. We’ll just start with a clean slate. Everybody’s equal, which is, which is preposterous, you know, given our structures and invidious discrimination in, in seemingly benign places, uh, which are not benign. And, uh, yeah, we’ll just ignore history.

[00:12:17.11] spk_2:
All right. I so appreciate how you frame that because that goes directly to sort of like the book banning and the, uh, history textbooks in Florida and all of that as well. It’s the same kind of, um, you know, uh, same type of organizations and, and people who are driving those same sort of claims and, and nonprofits have to be paying attention because they could be on the other side of those claims.

[00:12:45.19] spk_0:
Yeah. All right. So let, let’s dig in a little deeper and, and see what uh your, your, your, your concerns are about the potential for uh for problematic areas. Uh Employment, you mentioned employment. What should we, what should we be conscious of, what should we, we be uh looking out for?

[00:15:43.77] spk_2:
So, you know, there have been some, some measures by, you know, some organizations that would do things or, or that that would um with well intentioned goals, I think, say, you know, we really would like to have, let’s say a bipoc leader in place. So, you know, uh you know, with the uh succession planning, if our executive director is leaving next year, we would really like to find somebody who is a bi park person to lead this organization because the majority of communities we serve are bipoc communities. And that might be their rationale in saying we’re gonna go out and we’re gonna look for a bio executive director um to be our next executive director if you’re overtly restricting the hiring of an executive director to specific racial categories, that’s a violation of employment laws. So, title, um, six would be those that are, you know, governmental agencies, title seven would extend out to private employers, including for profits and nonprofits. Um, and there are all sorts of state discrimination laws as well. Right. So if you are, you know, it, if you feel like you can’t say I’m only gonna hire a white executive director, you know, if that feels wrong, you probably can’t just say I’m going to hire a black or a bipoc executive director, sort of by the same token. So, um, that is something that’s just built into anti discs laws. The idea was to help those who are underrepresented and marginalized, um, from suffering uh, to prevent them from suffering from such discrimination. But, you know, some people have called it reverse discrimination now, but those, you know, those same principles still apply, those laws still apply. So if you restrict your hiring and make it a qualifying factor to be, you know, a member of a certain race that would be illegal if you use it as a plus factor, that may be illegal. So saying, well, all things being equal, we’re gonna hire the person of a certain race. So, you know, that’s kind of where, you know, there are some affirmative action defenses in there, um, where we are trying to correct certain systems that might be internal or they might be, um, the product of, of historical, um, problems. Um, and there were affirmative action defenses allowed in that, but I don’t know how strong they’re going to, to be able to, to hold up in light of this opinion. Um, we’ll have to see how it gets tested because it’s, it’s definitely not the same as university admissions. Um, but they’re both, you know, um, facing kind of similar pressures from, from some of the conservative groups who want to attack that as being discriminatory. So we’ll see how that goes in the employment context. But that let me stop there, tony and see if you have any thoughts about it.

[00:16:35.01] spk_1:
It’s time for a break. Donor box quote. We’ve seen incredible results with Donor box in the last year. We’ve boosted our donations by 70% and launched new programs in literacy, health, child care and tailoring for our girls. That’s Jennings W founder and executive director of Uganda 10 18. If you’re looking for a fast, flexible and donor friendly fundraising platform for your organization, check out donor box donor Boxx dot org. Now back to possible implications of the Supreme Court’s affirmative action decision.

[00:17:24.60] spk_0:
This could apply to board membership too. It might be a very admirable goal because you serve a bipoc community. So you want your CEO and maybe other senior leaders and your board to be reflective, to be representative of the folks that you’re serving in your community. So it, it, it, it, it’s very it’s, it’s advantageous, it’s, it’s admirable. Um You wanna, you wanna empower folks uh who are among those? You’re, you’re helping? So how do you, how do you then frame this so that you’re, I don’t know, your, your board minutes, your, your board transcripts are, are not uh are not used as evidence against you.

[00:20:16.30] spk_2:
Yeah. So, um you raise some great issues. The first um is um board membership and saying, hey, what if, what about asking for only bipoc board members or black uh persons who identify as black as board members? That’s what we’re looking for now because our board is all white. Um Can we do that? And you have to be careful of tokenism, of course. But um there’s nothing in the laws, any discrimination laws that would prevent that from happening so long as board members are not employees, right or under contract with the organization. So the any discrimination laws are specific to employment. Um Yeah, and contracting, at least the ones we’re talking about today and I don’t know of any that um refer to sort of volunteer board positions. Um that would be protective of that. But um kind of what else you were um talking about is like, well, not all is lost and it’s not like, ok, we’ve got this decision, we’ve got these laws and we can’t get to um solving some of our problems, let’s say our, our white um managerial and executive staff were 99% white males, you know, for us to look for hiring for a little bit of diversity would seem to make sense. Um, but if you tell us, we can’t use it as a plus factor, we can’t use it as a requirement of our next hire. Really hamstrings us. So what can we do? And so the all is not lost theory is saying, well, look to other things. So what you can do is you can encourage applicants who are, uh who identify with particular race groups. If that’s what you want to do, you can encourage them to apply, you can make sure that you’ve got internal systems that ensures that they’re not going to be tokenized. Um, you are going to uh perhaps recruit in areas or from other sources that um uh provide more candidates um that represent the, the groups that you want. So all up until saying you must be of this race group or ethnic group to be considered eligible to be and a higher or we’re gonna give you, uh uh a plus factor where we’re gonna consider your application more attractive because you’re a member of a race group solely for that reason. That’s the problem. But in the admissions case, um in, in the Supreme Court case, they, the, the majority opinion said, hey, guess what? You can’t say race is the factor. But in the admissions essay, if you talk about character that was um shown in dealing with problems that you had specific and

[00:20:24.34] spk_0:
now you now on the individual level,

[00:20:27.38] spk_2:
right? So

[00:20:28.33] spk_0:
not the, not the, not the race or community level,

[00:20:31.37] spk_2:
although race obviously played a factor

[00:20:34.50] spk_0:
in that individual’s life. Right? But exactly, and you can run the level,

[00:21:57.18] spk_2:
you can use that as criteria. So some people say, well, and the, the the majority holding was also clear that hey, you can’t use that as pretext and just say, write whatever you want. And, you know, it’s really just about race, but it, you really ask them to, to, to write something about themselves and if they want to include something about their race and what they’ve, you know, um overcome uh because of discrimination, past discrimination, that may be evidence of character that you can use in your uh in your process. So while that’s not a really elegant solution, and um you know, you can use socioeconomic factors, for example, in the admissions uh policies. Um that’s not exactly the same as race and we’re, you know, trying to deal with race. If that’s what we’re left with, we, we still can use those tools. So, um again, you can use tools and other strategies to ensure that you do get a diverse pool. And that may allow you to find the most, you know, um person based on other characteristics that ends up being somebody um who belongs to a race or ethnicity that you really wanted to, to have in that position in order to um further your de I goals,

[00:22:00.80] spk_0:
anything else with uh employment gene?

[00:22:26.20] spk_2:
Um I would just say employment is probably sort of the biggest risk area. So just be for, for organizations even again, well intentioned and trying to deal with historic injustices, be very careful in the employment area. So, um you know, to the extent you can um try to get legal help, an employment lawyer. And, you know, for those who are in cities that have bar associations with, um you know, volunteer legal services programs, talk with them because I think that this may be a popular area for a lot of local bar associations to provide some, some pro bono counsel.

[00:22:48.21] spk_0:
We talked a little about contracts and, uh and I, I know you have concerns about uh grantees and, and grant tours as well. Uh uh around contracting uh around whether these are, in fact, contracts can we, can we move to, we move to that arena? Yeah.

[00:25:10.46] spk_2:
And, and so, um contracts in general, um all nonprofits enter into contracts, right? Or just about all nonprofits enter into contracts. So the law, um which is uh the federal law anyway, and civil rights laws referred to as section 1981. Uh and section 1981 generally prohibits discrimination in making or enforcing a contract. And that includes any, you know, enjoying any terms uh of a contract as well. So, if you were to again, similar to the employment contract, say we will only hire a vendor if they are a member of a specific ethnicity or race, that’s gonna be in violation of 1981. So probably for, for most people, that kind of makes sense. But we have seen, you know, especially, um I I in the last few years as our social justice efforts have have risen with publicity of like some highly charged events um uh that have been um so terrible. Um uh We have seen movements that said, hey, we really want to increase sort of how we’re contracting out with diverse vendors as well, not just employees. And so people have been saying things like, you know, let’s contract out with more bipoc individuals or more women owned businesses or, um you know, and they’ve been looking at different ways to sort of increase their de i efforts in uh establishing vendor relationships. Um And that’s something now that you have to be very careful about as well. So again, no, just like as in, in the employment context, you can’t have a requirement um or even a plus factor of, of, of saying, you know, if you’re a member of a particular race, then you don’t qualify for this contract or you will not, you, you will be dis preferred for, you know, reasons of, of selecting uh a vendor for, for this contract. Um So how does this fall in respect? I just

[00:25:38.88] spk_0:
before you before you make your, your follow on point. But I just want to remind folks that section 1981 is by no means new. This is Reconstruction Era. Yeah, 18 65 or four or something or probably 55 or 18 fi fi 18 65 or 66 was section 1981 to give freed slaves the all the benefits of contracts and, and, and this is the, the statute even says all the benefits that white people enjoy something like that. It’s in the, it’s in the text of the statute. So this is not nothing new is my point.

[00:28:16.56] spk_2:
Yeah. Um So, well, over 100 and 50 years old now. Um And it’s something that, that you have to pay attention to, again, affirmative action has been used in the past as defense um in 1981 claims, but we’re not exactly sure how that’s gonna pan out, but I, I wanted to give you a specific example because we talked about it or you alluded to it in the beginning about grant agreements. Um And so as lawyers, we kind of learned like what a contract means, right? And it basically is, there are more than one party to a contract and they agree, they make some mutual promises and they each provide each other with some sort of value. Lawyers call it consideration that goes back and forth. And if you have those elements, then you’re in a contract So the question now is, what is a grant, is a grant agreement or contract? Is it two parties? Yes. Are they mutually agreeing on a bunch of terms and things? Yes. Now, is there value being exchanged on both sides? Now, that’s where there’s an issue. So most people think of a grant as a gift, right? We even filed it in our nine nineties. We, we lumped them all in as gifts and grants and donations. And so, uh if a gift, if it’s a gift and there’s not value coming back, then maybe it’s not a contract because there’s not that equal or it doesn’t have to be equal, but there’s not that exchange of value. Um On the other hand, there are like provisions in grant agreements that say, well, you must do this with the grant monies and you must give us results, you know, show us what the results are of those things. And if you don’t, if you don’t use those monies for those things, you have to return it to us. Um And, and those terms start to look a little bit more like contract terms, right? Are we making a gift for a restricted purpose, which is very valid argument or are we making a payment to get something done? Not for maybe for the funder but getting something done out in the community or producing something because the funder wants that to happen. So really they’re paying for it and you’re delivering it. Is it more like a contract or a gift?

[00:29:09.98] spk_1:
It’s time for a break. Kila increase donations and foster collaborative teamwork with Kila. The fundraiser, CRM maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser. CRM goes beyond a data management platform. It’s designed with the unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth visit Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals. Like never before. It’s time for Tony’s take two

[00:30:19.98] spk_0:
long time listeners. Oh, thank you, Kate. Thank you. Long time listeners will remember that this show used to be in a studio in New York City because I used to live stream the show every Friday. I’m pretty sure it was Friday at 1 p.m. from 1 to 2. And then from then I would start my weekend. Uh, and Sam Liebowitz was the producer of the show. He owned the studio where we used to do the show every Friday afternoon. And guests would come to, ideally, they would come to the studio and Sam had the idea of putting some what are called drops into the show and they’re, they’re uh essentially commercials. But for the show, it’s like, it’s like a testimonial. We would call it a, a testimonial for the show. And this is one of the uh early drops that, that we used in a bunch of shows, Sam inserted into a bunch of shows he would put them in, in postproduction. Let’s see if you, uh if you recognize anybody in this

[00:30:26.62] spk_3:
lively conversation, talk, trans, sound advice. That’s tony-martignetti Nonprofit radio. And I am his niece Carmela and I am his nephew Gino.

[00:30:40.30] spk_1:
How about,

[00:30:42.31] spk_0:
can you recognize anybody in that?

[00:30:44.18] spk_1:
That is so cute. We sound so tiny. That’s

[00:30:50.43] spk_0:
you and your brother and Carmela. I, we have this strange thing going on now because on the show, I always call you Kate but off stage or off mic, I, I call you Carmela, which everybody else calls you Kate. But I use Carmela because I think Carmel is a beautiful name and that’s your, your name is,

[00:31:07.81] spk_1:
it is a beautiful name and I’m very thankful to have it. It’s just a really long name. If I’m writing like my name on a piece of paper for school, it’s just, it’s too long.

[00:31:17.78] spk_0:
OK. Three syllables versus one. So all the, all the rest of the world, all the rest of the family uh and the world uh could use just one syllable Kate. I go with Carmela uh off, off mic. But so I think, uh you know, I think you sound like nine and Geno seven or so. He’s two years younger than you. To me. You sound like around nine and seven.

[00:31:40.58] spk_1:
You you might be right. I was thinking more 12 and 10, but I really don’t remember how old we were. But I, like, remember sitting in the dining room, you setting up the microphones and having a headset and being like, wow, this is so cool. I’m on my uncle’s podcast. Like this is the coolest thing ever.

[00:32:00.01] spk_0:
Yeah, I had the, I had brought my audio gear mics and headsets for everybody. Yes. Absolutely. This is, this is no 2nd, 2nd rate two bit operations.

[00:32:08.82] spk_1:
No, no, no, this is perfect.

[00:32:15.36] spk_0:
Absolutely. Non profit. We were sitting here your dining room table. Yeah. In your, yeah, in your, in your, is that, was that in, in the current home or was that the previous

[00:32:20.20] spk_1:
home? Yeah, I think this is in, it was in the current home. It

[00:32:55.91] spk_0:
was ok. Ok. You remember that? All right. Yeah, I don’t know. I, I should have a date on the file. Uh, but II I can’t find what date it was. Uh, you know, it’s, it should be dated with at least a year, but I, I can’t find that. So, Kate and Gino and I am your, I love that and I am his niece Carmela and I am his nephew Gino. So, all right. Do you know from the old days, uh when Sam Liebowitz at the studio used to put the drops in, uh for me in, in postproduction. So, anything else you remember about that?

[00:32:59.55] spk_1:
I remember, like trying to put the dogs in the crate so they weren’t running all over cords and stuff. Let

[00:33:21.71] spk_0:
the dogs out. Who let the dogs out. Right. Exactly. All right. Um, so that’s a, that’s an old, an old drop from the, from the olden days. Well, I, I still have to see if I can find out what year that was. All right. But, uh, thank you. And that is Tony’s take too. Go ahead, Kate.

[00:33:30.53] spk_1:
We’ve got just about a boat load more time. Let’s go back to possible implications of the Supreme Court’s affirmative action decision with Jean Takagi.

[00:34:13.79] spk_0:
Sounds like a good idea. And what you’re, what you’re delivering may very well be a promise you or you’re, you’re promising to deliver you. The grantee are promising and a promise has value, promise can be that exchange, that consideration. So it can be an exchange of money from the gran tour and promise from the grantee. That’s, that’s value. Again your point, not necessarily equal. They don’t have to be equal. They, they can even be Demi on one side. So promises are valuable and can be that exchange of consideration that you’re saying is an element of a contract.

[00:37:42.76] spk_2:
Yeah, that’s, that’s right, tony. So, um I don’t think we’ve seen this litigated, so we don’t really know what the argument is gonna look like when we have an idea of what the argument will look like. We don’t know how, how the court would treat this. Um, we’ve certainly seen kind of demin value in other extensive contracts being enforced and saying, well, that’s good enough. Um, but there is kind of this long history of grants being recognized as gifts and federal and state laws saying that, hey, if you’re going to make a grant or gift, this is a charity to another organization. You have to have some steps to ensure that it’s actually being used for charitable purposes and private foundations have even more laws. Um uh that, that say you have to exercise expenditure responsibility, which all sorts of due diligence procedures and provisions in the grant agreement itself that must be included in order to make a gift. So, is that contract or is that just saying, hey, comply with the laws so we can make this gift to you? So, yeah, there’s some more nuanced academic arguments that, that, you know, people can make about this, but we’re starting to see the attack, right? So we’re now starting to see people go, hey, um on a contract. Um if you, if you’re making grants and you’re saying these grants are only to buy pock led organizations or black led organizations, that’s not uncommon, right? Tonya, I think we’re seeing quite a bit of that. Um now that can get attacked and where it could always have been attacked. But I think the Supreme Court holding has shown that, oh, if you want to attack it and somebody were to raise it up the appellate level to, you know, to, to the Supreme Court level. Um or appellate courts might just say defer and say this is so much similar to the rationale in, in the, the students for fair admissions case that we are going to just say um that this is a contract and this is sort of a a violation of 1981. So that’s kind of the, the concern there with grant agreements is, is, are they contracts, are they worded like contracts? And you know, maybe one of the steps that some grantmakers can take if they want to be careful about that, um is to try to um make more unrestricted grants and not have so many conditions that tied tied to the grant. So not so many promises coming from the other side, right, tony said to, to sort of minimize um what the value might look like that’s being returned, but still sort of complying with the laws um that require that the grantees spend the money properly. Um So one strategy anyway, there are going to be others and um I don’t want to discourage people from, you know, looking to make grants to buy pock led organizations, but they have to be careful on, on how they worded. And so just like with the employment context or the admissions context for that matter, it’s recruiting your vendors from different places, you can really seek to diversify the pool of applicants that come because it could be very um unequal in how we’ve approached vendor relationships in general, which might be just friends of board members or, you know, um people we already know or do business with and that might be the same people that have always done business um with the organization when it may not have been so focused on de I so

[00:38:36.66] spk_0:
very narrow narrowing. So, right, Con raising consciousness. Um and I, I feel like talking about contracts, we’ve ventured into a little bit of uh nonprofit radio law school about uh consideration and the bargain for exchange. But we did it, we did it in simple terms. I think so. Uh but everybody gets a uh everybody gets one cle credit for listening, this uh lawyers, you get one continuing legal education credit for listening to today’s uh this episode. Um Any other areas. What, what, what else, what else concerns you uh uh about uh discrimination and, and places where we should be conscious.

[00:40:03.97] spk_2:
Um So I’ll, I’ll give you maybe just a couple more examples of some dangerous areas or areas of concern and then I, I’ll try to end with something a little bit more positive. Um So on, on the concerning area. Uh in Missouri, the attorney general there directed all colleges to immediately stop considering race and scholarships. Um So, um not that wasn’t admissions based but just on scholarships. Um Lots of nonprofits need scholarships and fellowships for that matter. And, um, and other sorts of, uh, grants to individuals? And are those kind of now going to be attacked in some states in Missouri in Kentucky? Uh, the university’s president suggested that his institution should do the same thing, the, um, the Kentucky University president. So, you know, this is going around, um, the same person or organization backed by the same person, um, who funded the fund, the, the, the lawsuits in the affirmative action cases also. Yes. So they’ve also attacked um uh the Fearless Fund, which is uh an equity fund that was um aimed at helping um uh bipoc entrepreneurs think that was based um in Georgia. I’m not positive about

[00:40:20.00] spk_0:
that. Say the name of the fund again,

[00:42:24.24] spk_2:
Fearless Fund. So it’s not a, not, not a nonprofit fund, but it could have been, but it was looking to, to um specifically uh raise equity um for, you know, by uh led organizations or businesses. Um And that’s being attacked, same group also attacked two law firms for fellowship programs that were targeted at, at bipoc um individuals and, and raising diversity as part of their DE I program. So you, you can probably see all of the um just the, the, the statements um and the rhetoric coming out uh about um de I programs and, you know, some people attacking DE I programs in general, that’s, um you know, on the positive side, um that’s de I programs are not attack kind of all in general. Um, can certainly have a goal to increase diversity, equity and inclusion. Um That certainly can be a value of your organization and eliminating prejudice and discrimination is a valid 501 c three purpose in the regulations. So all of that is to, you know, it is to say there are ways to deal with some of the bad news that are coming out of the court systems. Um and laws that I don’t think are very good for, for racial justice and social justice, there are ways to deal with it. They’re not perfect. Um And will continue to find ways to advance racial equity and social justice. Um But you want to make sure especially for organizations that can’t, you know, afford to be on the forefront of, of saying, hey attack us, we want you to take us to court and we will, you know, fight the battles for you. Um You know, like the AC lu and the Nation League and like those that are experienced and have resources to be able to handle that type of litigation. You just have to be really careful that you’re not attacked and that, you know, defending that um diverts all of your resources away from getting the, the job done for your beneficiaries that you want. Um And so to, to really be careful of that,

[00:42:57.62] spk_0:
but i it’s important to underscore that these are still very valid and accepted charitable purposes. The, the reduction, elimination of discrimination, you know, elevating, elevating uh uh people of uh uh lower, you know, uh uh underserved populations, et cetera. I mean, these are all, these are all still very valid charitable purposes.

[00:43:51.02] spk_2:
And yeah, I, I would encourage funders to double down on their efforts to help these marginalized groups and organizations that are helping these marginalized groups. Um because um they may not all have the resources to be able to fight uh off uh other groups that, that decide that they want to attack. Uh some of the things that they’re doing and helping to educate um organizations as well, really, really helpful. So for community foundations and other capacity building organizations that are giving advice to, to nonprofits in general, yes, there are some organizations that can sort of take the courageous ground and uh take risks um with respect to some of these issues. Um But there are other organizations that, you know, really their beneficiaries are reliant on them to continue their service services. And um they just have to be a little bit more careful and if it just takes a little wordsmithing um to be careful in their documents, then, you know, they can really be helped by that

[00:45:45.33] spk_0:
interesting point about, you know, scholarships too because they’re, they’re so widely used. Uh you know, it’s not just their own, my, my sense of the, the race based affirmative action, affirmative admissions was that, you know, that’s at, uh, schools that have the luxury of getting, you know, maybe hundreds of applicants for each spot or something. You know. So they, so they were, uh, previously, you know, had some spots designated, um, to put it simply, but scholarships are at probably every institution, regardless of how many applicants they get per, you know, how selective they can be. Scholarships are, are so widely used. So, it’s, it’s not just large institutions that, you know, it’s, that, that’s another instance of it, you know, trickling down, uh to, to smaller institutions, the implications trickling down. All right. Uh Did you want to leave us with something uh uplifting and, and uh positive? Well, now we, we, you know, we did say these, these are still valid charitable purposes. Don’t abandon your work. We’re not, you know, we just, uh, I, I invited Gene to raise consciousness. You know, you need to just be more alert now than, uh, than you were. Uh, although, as we said, section 1981 has been around since the 18 sixties. So that, that’s, there’s nothing new around the, the contracting conversation but uh Gene, we, what do you want to uh, leave us with something even brighter than that?

[00:46:37.96] spk_2:
Well, there have been some foundations that have been doing really good work, um, and um individual sort of um donors who have really been supporting the efforts of racial justice and social justice organizations Um, and they are saying that this is a bump in the road. Um, and they will find ways to continue focusing, uh, on advancing their racial justice and social justice goals. Um And I’m hoping that sort of, everybody who believes in those goals continues to, like, really be supportive of them and helping, uh, others who are in the same, uh, sort of have the same set of values to, to deal with these bumps that we are experiencing in the road with, with some of the Supreme Court decisions and finding ways to move forward. It’s not time to sort of move back or just become completely defensive. It’s time to act and act in a, in a way that, um, sort of continues to advance uh what we want in our country and in our world

[00:47:46.85] spk_0:
in, you need to read and subscribe to his uh nonprofit law blog where he’s the editor and uh, follow him at G tech. And if you need the services of an attorney, uh, should your clients need to be in California? No, they don’t need to be in California. No. Right. Jean. No, you have, you have clients, you have clients nationwide. I know that I never, I withdraw that question because I know the answer. If you need help with uh the law and legal issues and you’re a nonprofit organization, I would unqualified, suggest you look at, uh Neola group dot com doesn’t matter where you are in the country. Thank you very much, Gene. Always a pleasure. Thank you. Thank you for sharing your thoughts

[00:47:51.60] spk_2:
so much. Appreciate it, tony. Thank you. All right, bye

[00:47:54.84] spk_0:
till next time.

[00:48:04.13] spk_1:
Next week, Brian Saber returns with his new book fundraising for introverts. If you missed any part of this week’s show, I

[00:48:07.30] spk_0:
beseech you find it at Tomm martignetti dot com.

[00:48:53.10] spk_1:
We sponsored by donor box. Outdated donation forms blocking your supporters, generosity Donor box, fast flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and by Kila grow revenue, engage donors and increase efficiency with Kiva. The fundraisers, CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein.

[00:49:00.00] spk_0:
Thank you for that affirmation. Scottie be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for September 18, 2023: Donor Dominance

 

Ian MacQuillin: Donor Dominance

Donor-centric doesn’t mean donor dominant. Ian MacQuillin shares his research and thinking on donor power structures in fundraising. For instance, let’s work at the sector, organizational and individual levels, to dismantle patriarchal structures. Ian is director of the Rogare fundraising think tank.

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

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.
View Full Transcript

Transcript for 658_tony_martignetti_nonprofit_radio_20230918.mp3

Processed on: 2023-09-16T15:16:58.078Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…09…658_tony_martignetti_nonprofit_radio_20230918.mp3.650622323.json
Path to text: transcripts/2023/09/658_tony_martignetti_nonprofit_radio_20230918.txt

[00:00:38.40] spk_0:
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 abdominal podcast. Oh, I am glad you’re with us. I’d be forced to endure the pain of black hairy tongue. If you made me speak the words you missed this week’s show. Associate producer, Kate. What’s coming up this week?

[00:01:10.26] spk_1:
Hey, tony, this week it’s donor dominance. Donor centric doesn’t mean donor dominant. Ian mcquillan shares his research and thinking on donor power structures in fundraising. For instance, let’s work at the sector, organizational and individual levels to dismantle patriarchal structures. Ian is director of the Rore fundraising think tank on Tony’s take two

[00:01:12.74] spk_0:
fourth quarter approach

[00:01:45.45] spk_1:
were sponsored by donor box, outdated donation forms blocking your supporters, generosity. Donor Boxx, fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and by Kila grow revenue, engage donors and increase efficiency with Kila. The fundraiser CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Here is donor dominance.

[00:02:28.32] spk_0:
It’s a pleasure to welcome Ian mcquillan to nonprofit radio. He is director of the international fundraising think tank. Rore Rore aims to help fundraisers better use theory and evidence by translating academic ideas into professional practice and building fundraising’s knowledge base. Ian is recognized as a leading thinker on fundraising ethics. He’s at Ian mcquillan and the think tank, which he founded in 2014 is at Rore dot net from Portsmouth England, Ian. Welcome to nonprofit radio.

[00:02:32.00] spk_2:
Thank you very much for having me, um tony and the way you spelled out and read out a little bio biography about what Roa does. It makes me think maybe I need to change it and make it a bit punchier.

[00:02:42.57] spk_0:
Why I think it’s fine. Uh You, you think it’s why punch you, you think it sounds dull and boring it,

[00:02:47.64] spk_2:
get it, get, it, gets it across, but maybe we’ve had it for a while. Maybe it’s time to refresh the brand of the mission of it.

[00:04:14.95] spk_0:
Oh, all right. Well, brand refreshing. All right. I, I see. But I think, I think folks understand and they’ll understand better how you’re, you’re translating uh academia, academic thinking into professional practice as we uh have our discussion about uh donor dominance and uh donor power structures and how these impact fundraisers, how these impact, impact uh individual uh nonprofits, how they impact the sector wide. Um And what individuals, nonprofits and the sector can do to maybe may uh fight back. I don’t know, maybe that’s maybe fights. I, I hate to be in a uh like sound like an a AAA belligerent American. Everything’s a fight and everything is a competition but uh how we can um manage our donors so that uh these power structures maybe are, are become a more, a more level field for, for, for everyone, for the donors as well as for the, the fundraisers, the sectors of the sector and the uh the individual nonprofit. So I’m, I’m, I’m looking forward to a conversation about donor dominance. What I I what, what got you into this? Uh I know there were some incidents that brought you to the work, maybe uh maybe reveal some of those before we get into uh the substance and, and how it appears, it itself how it shows itself.

[00:07:36.26] spk_2:
Well, well, the one that really brought us to the idea of donor dominance, which is not a phrase that we have come up with donor dominance was used in an academic article way back in the early August in 2003. Uh And it, it is describing an imbalance of power where the donor can exhibit controlling behavior and that can lead to compromising the mission of an organization or its ability to serve its beneficiaries. So most fundraisers will be aware of the idea of mission creep where they maybe the donor tries to exert an, an influence over, over the mission to maybe follow the donor’s agenda or the ends or things that they want to do. So the idea that donors will have and can might have. This power is not new or unusual to fundraisers. And if you kind of just try and think about it from first principles, all relationships can be analyzed and thought of in some term of power differential or power dynamic. You know, when you think of a customer and a retailer, there’s a power dynamic there and one has more power than the other and sometimes that power shifts. So when it comes to charities and their fundraisers, who are their agents asking donors for money, the donor has something the charity wants, which is their wealth, their philanthropy, maybe their influence, uh all sorts of ways that they can support, not just money, um time and treasure and influence as well. And the donor doesn’t have to give that the donor can withhold that. So there’s that power imbalance already. The donor has some something that the charity wants and they have to ask for it and be nice to get it. So there’s not saying that it inevitably leads to any abuse of power, but there is the potential for the abuse of power. You can see that it is just there. Now people in all walks of life behave abominably all the time. People just behave badly. You see it everywhere in all walks of life, people are abusive to other people, they talk down to ST to staff, to people they believe are be beneath the they’re not nice to their friends and relatives. Um It’s not saying that all people don’t behave well. There are lots of saints, there are lots of angels, there are lots of people that don’t behave well. And I think it’s kind of slightly naive to expect that just because somebody is a donor and they’re doing a good thing for society and they’re expressing their philanthropy, that automatically means they will also be saints in the behavior in all of life. So there is, you can see whether donor dominance and bad behavior by donors actually does come to pass. It’s obvious that there is a potential for it. And the thing that really got us at RAA to think about the donor dominance issues was a case uh uh in the United Kingdom. Uh in 2018, I don’t know if you’re familiar or your readers will be listeners will be familiar with this. It was called the President’s Club dinner. And the President’s Club was this annual fund raising dinner where lots of the great and the good would get together for a big uh uh meal in a livery hall in London. And they would spend lots of money, pitch or auctions, raise loads. I mean, a hell of a lot of money at that.

[00:07:46.28] spk_0:
All of the great and good, mainly,

[00:09:34.03] spk_2:
mainly all men and you’ll see why you the bit that I’m coming to, which is completely, completely shocking that I’m coming to around this, um, they would then, like, grant that out to lots of charities. Now, a journalist for the Financial Times went undercover with the event company that was, um, providing the event, we staff for that event and the women were given a dress code which included the color and size of their underwear or a fundraising event. And of course she wrote and, you know, they were being, yeah. Yeah, they were being improperly touched. They were being, you know, slapped, they were using sexist misogynist language against them. Uh And this all came out in a complete scandal. The President’s Club, you know, lots of charities returned donations, refused donations. But it got us to thinking about why did no one know this was going on anyway, people must have been turning a blind eye to this practice. You know, it can’t have been that no one knew it was happening until a journalist went in and, and, you know, worked it out. What was going on. Why were, were people willingly turning a blind eye because they were getting money? Were they allowing their potential donors or arm’s length one removed because they were given to the residents club who were then given to the charity? But they were somehow facilitating um enabling this kind of behavior. And our chair is a uh a is the name I’m sure will be familiar to many uh us fundraisers, Heather Hill and this kind of relationship, um, abuse donor dominance was the thing that was really interesting. Her and she said to us, well, we, we’ve gotta, we’ve gotta look at this in more depth about the same time we were doing that. The chronic of, of philanthropy, uh, had also done its survey about, um, sexual abuse of female fundraisers and uncovered, I think the statistic was something like 25%. It may have been more, more than 75%. But, but a lot, you know, a significant number of female fundraisers that suffered sexual abuse and sexual harassment and a lot of that was apprehensive donors. So 20

[00:10:01.58] spk_0:
percent is, is interesting. II, I would, I would think that’s actually low if, if, if that’s the number the chronicle reported, I I suspect that there’s some, there’s some women who didn’t want to

[00:10:07.44] spk_2:
report it may have been higher. I may have got the 25% with the people that didn’t report it. So

[00:10:12.97] spk_0:
75 70 but

[00:10:22.72] spk_2:
it was a number that was causing concern because 25% is, you know, you say it’s probably low, but that’s, that’s a high number and even even 25. Yeah. And so you can, it was clear that there are some issues that needed to be dealt with and that’s what got us into looking at this issue of power imbalances donor dominance and are the relationships that we have with our donors or rather the the relationships they have with us always the appropriate ones and carried out appropriately.

[00:11:37.88] spk_0:
And you mentioned a few symptoms of this, uh, donors insisting on, uh, you called it mission creep, you know, insisting maybe on a new program. Uh I’ve seen it, uh, I, I saw it, I think the most extreme I’ve seen just anecdotally is uh, uh an all boys, uh, a Catholic school that was offered a very large gift to start admitting uh girls and, uh, and they acceded to that and I, I was not working with them. I was just aware of what was happening. They were not a client of mine. I had no relationship with them uh formally uh but they acceded to that. And II, I thought that was disappointing because it was not what their, what their mission was. But um that’s, that seems extreme. Uh So how in whatever to not

[00:11:38.70] spk_2:
necessarily extreme but not necessarily atypical. So as part of the work we did on this, we, we actually did

[00:11:43.75] spk_0:
it may, it may not be atypical, but it seems extreme to me that you’d go from all boys to, to on the strength

[00:11:51.94] spk_2:
of response from the extreme

[00:12:02.34] spk_0:
response from the charity. Yeah, extreme request on the part of the donor. I see what you, what your perspective. Yeah. So, uh well, go ahead. You, you finished your point. Well, we, we,

[00:15:26.84] spk_2:
we as part of the, the uh project to look at this, we did do a survey amongst fundraisers. Now, this was a self selecting survey. So we said, if you’ve experienced any form of what you might perceive to be down in dominance, please come and tell us how you perceived it. And even if you haven’t do come and tell us because negative results are still results. So it’s self selecting, it’s not meant to be a representative sample. I think something like about 80% or so of our respondents had experienced something like this. That doesn’t mean 80% of fundraisers have all experienced that because it’s not a representative sample that it did give us an idea of the types of issues that people were encountering. So what we identified, you can have dominance in, in three ways. It’s either in direction. So that’s over the governance, the policy or the administration of the charity. So that’s where you get the mission creep from where donors are trying to influence that also over the relationships. Uh So that’s where the because donors are often in close proximity, particularly with fundraising in the relationship. There’s, there’s the way to influence the types of relationships. So that’s where we get the risk of sexual impropriety coming. But also there’s been examples, we’ve had cases reported to us where donors have tried to have people fired or removed because they didn’t like their sexual orientation or something like that. So it’s about hiring and firing who they’re going to work with. Um And then you’ve got dominance in kind of behavior. So this is kind of the expectation that they want of the treatment they’re gonna get, um having, getting, trying, trying to get undue public influence and really trying to get, uh get benefits from their relationships with charities that they’re not entitled to. And then we ask the people responding to give us examples of what they’ve done. So I’ve, I’ve just got saved a few from the research that we did to, to share with you the kind of things that the people were saying to us. So one said that the board member um and donor had a check ready to write. And he looked at me and said, what will, will this get me with you? Uh There’s one here where it says that a donor said that he would make a major gift if we violated tax law. I acknowledge the gift at a higher level. So this is asking the charity to be complicit in illegal activity. Another one said that, you know, if they used their consulting firm, they could expect a nice donations. That’s, that’s corruption, that’s bribery. You know that I’m sure there are, there are, there are laws against, against that isn’t another one? Uh AAA board member, they said was demanding use the charity resources for his own events. You know, this is a he is, is he not her? It’s his own event. Uh They were badged at supporting the charity but didn’t result in any income from the charity. And he implied that we should carry on doing this if we, if we wanted his continued support, and I’ll just tell you one more, um, which related to that point that I made about, um, relationships, um, and strad straddles with the direction of, uh, of, of, of mission creep as well. And one fundraiser reported to us that as they were trying to update their history of the charity and the work they did to a more progressive lens of history. A donor said that we would lose their support if we were at all explicitly non negative. So not just positive, but even if they were neutral about LGBT Q I plus issues and race. Um and the staff had acquiesced in that up to years for years, up until the fundraiser said that they’d had enough and left the charity.

[00:16:11.01] spk_1:
It’s time for a break. Donor box quote. We’ve seen incredible results with Donor box. In the last year. We’ve boosted our donations by 70% and launched new programs in literacy, health, child care and tailoring for our girls. That’s Jennings W founder and executive director of Uganda 10 18. If you’re looking for a fast flexible and donor friendly fundraising platform for your organization, check out donor Boxx, donor Boxx dot org. Now back to donor dominance.

[00:17:23.50] spk_0:
I understand, not, not scientific but valuable examination of the, the, the breath and the, and the different, the different forms, the uh the, these, these power structures, this, this unequal power can uh can take, yeah, I have my own uh anecdote uh, years ago when I was a fundraiser, there was a woman who was harassed by a much older man and uh the, the nonprofit response was just to change the relationship to, to have to have a different fundraiser, uh work with that, that man from, from then on. Uh, but there were still large events where the, where the that donor and that and that previous fundraiser were were together because that’s the nature of large events and it, it was not a, it was not an adequate solution. Um And, and the, the idea of confronting the donor was dismissed, it, it just like it was, it wasn’t a possibility that was not, that was not gonna be a way that we were gonna deal with this to confront the donor and, and explicitly have him uh cease his a abusive behavior. We weren’t gonna do that. Um

[00:18:36.17] spk_2:
And it’s interesting to think why charities won’t do that because yes, they want the donor’s money and they need the donor’s money to help their beneficiaries, but they do have a duty of care for their employees to protect, not just their physical well-being, but their mental well-being as well. Um And it, it does seem to me a little bit that fundraisers are the forgotten stakeholders in all this. And what you said is such a common complaint of so many women, female fundraisers that many have got experiences very similar to the ones that you have just described in your own dot There. But the response is always seem to be left up to individual charities to come up with a response. And if an individual charity does decide to stop working with a donor, that donor just takes their behavior elsewhere, um, and carries it on at a different charity and some other poor fundraiser is now um uh susceptible to that or the, I don’t know if it’s worse, but it’s equally bad. They kick the fundraiser at the charity sideways and bring someone else and neither that person gets um more discriminatory behavior, but those things aren’t addressing a structural solution, which is what we need around this and the code of conduct, which is what you originally approached me about. Maybe, maybe one way to be able to do that, right?

[00:19:05.27] spk_0:
And we will get to the, the, the possibility of a donor code of conduct. But Rore is, is looking at this at, at uh on three different levels. Uh the sector, the nonprofits, the organizations and the individuals. Yeah, let, let’s, let’s flush out some about what uh what the sector could. Is it, OK if we start with the sector, uh it, it, it, it

[00:19:08.25] spk_2:
is. So

[00:19:09.30] spk_0:
others try to start broad and, and become uh and finish with the, with the individuals.

[00:21:28.46] spk_2:
Yeah. So we’ve, we’re doing this So we’re also trying to look at gender issues in fundraising and look at ways um that we can dismantle Patria patriarchal structures in the fundraising profession. Because uh I think one is refusing to acknowledge reality. If you just, one just says, ah, there’s no patriarchy, everything’s equal, everything’s and everything is fine. It is, they, they exist. And the thing what, what, what Becky Slack, one of our project team on this made the point is that the patriarchy is bad for a lot of men as well. It’s a system that is unjust and unfair and it’s mainly unjust and unfair to women. It’s intersectional, it’s unjust and unfair to women of different demographics like people of color. But there are also a lot of men that it doesn’t serve very well. Um because they’re not, you know, if you’re in a situation where you’re supposed to be negotiating your own salary, there are lots of men like me who do very, very badly about trying to negotiate my salary against the, you know, walk straight in, sits down and buttons his coat leans back and like they give him whatever he wants. I would never get back. Um So, so it’s, it’s a, it’s, it’s a structural problem and yet what it seemed to us when we were looking at this is that a lot of the ways people try to address that is by thinking that the problem is just one of human agency that for example, if the problem is about salary bands and negotiating salaries and, and women are disadvantaged in that, then we give women better training in how to negotiate a better salary. And that’s, that’s not a sustainable solution because we do it for every um every new generation of, of female leaders that are coming in or fundraisers to, to negotiate their own salaries. Some people just still won’t be very good at it and will still be disadvantaged and you’re leaving the unjust discriminatory structures in impact. So what we are saying is rather than trying to change people’s behavior in a broken system, let’s just to fix the, try to fix the system. So you’re

[00:21:29.20] spk_0:
referring to your lean in versus lean

[00:23:15.41] spk_2:
out. Yeah, the lean. So, yeah, so the, the approach is to try to help individuals um uh negotiate, navigate the situation they find and lean out is an approach where we try and we said dismantling, we, we, we personally didn’t say smash the patriarchy because when you take a wrecking ball or something, you just have a part of, you know, rubble on the ground. So we want to dismantle it, we want to take it apart bit by bit, you know, with a Wrench and Spanner and then put together all the bits that we’ve taken down in a more just and equitable manner that benefits. So, uh and so at the structural level, what way we, we’re thinking that what can we do, we can, it’s a structural solution. And at the structural level, at the sector level, we’ve got professional bodies, we’ve got um uh that can all play their role in changing those things. So one of the things we suggested that we should have would be um maybe donor code of conduct which could be developed by and tested by professional institutes by talking to their organizations and their members. Then at the organizational level, organizations can implement donor codes of conduct as a way of making it clear the standards of behavior they expect from donors. But also sending a message to their fundraisers that we’ve got your back. We’re gonna look after you and so have all the other charities in, in, in the sector that we work in. So we’ve all signed up to this. It’s a structural approach that we, we, we, we are, we’ve signed up to it. Don’t worry that we’re gonna kick this abusive donor away from our charging and they’re just gonna take their behavior to, to, to, to another charity. Yeah, let it perpetuate. And then at the individual level is the responsibility of everyone, especially men to see what’s going on. Take responsibility for enacting change. That’s when your individual agency comes in. But hopefully we’re doing your acting individual agency in a change system because I think if you just like keep exhorting people to change their behavior, but you leave the, the underlying context exactly as it is. I think we’re kind of wishing against hope that we will make substantial change.

[00:23:44.20] spk_0:
Rore proposed a donor code of conduct. Uh It’s, it’s on your, it’s on your site at Rore dot net and it was not too well received in the US. No,

[00:23:56.19] spk_2:
there was a lot of pushback from that. Um I mean, they, they did have some fans but there was a, there was a lot of pushback against it which slightly surprised me. Um Maybe I shouldn’t be surprised, but

[00:24:08.23] spk_0:
I’m surprised, I’m surprised that you were surprised.

[00:24:11.08] spk_2:
Yes. Um There was less pushback on this side of the Atlantic about there was some but, but there, there, there was less and I think it’s interesting to try and unpick why that? Let’s

[00:25:33.90] spk_0:
OK. Let’s, let’s uh tick off a couple of the, the uh the elements of, of the, the rore proposed donor code of conduct just so folks understand what we’re talking about. Uh So, uh and then, and then we’ll, we’ll, we’ll talk about the reaction here here in the States. So, uh num number one, there’s, there’s six, there’s six principles. Um I’m making a voluntary donation to a nonprofit, not buying a product or service. I therefore understand that fundraisers are not selling me a product or service that the professional relationship between us is therefore not a customer sales relationship. Uh I will treat fundraising staff as knowledgeable professionals, always accord them the professional respect. They deserve. I will never discriminate against or harass in any way, fundraising professionals or other charity staff based on any of the protected classes or characteristics. Uh I recognize I have a considerable potential power in the relationship. Uh Therefore promise not to exploit that power for personal gain. Uh I may as well read the other two will not put conditions on my donation for the personal benefit of myself, my family or my friends and I will not use my power as a donor to divert the nonprofit or uh from its mission. Uh uh a few of those which, which we talked about. And uh

[00:25:43.96] spk_2:
they all seem perfectly reasonable to me.

[00:26:19.20] spk_0:
I know, I know you do. Well, they seem perfectly reasonable to me. I think they seem perfectly reasonable to everybody. II I, however, the idea in the states of asking a donor to, to sign this because that’s, that’s what you ask you ask them to sign up to this code of conduct that uh I’m not surprised that that the sector and that individual charities and then even individual fundraisers would be uh I’m not surprised that they would object to, to putting this before, before donors.

[00:26:35.54] spk_2:
Well, I think we’re not asking people to literally sign it. Maybe this was a lost in translation thing, but by signing up to something, you know, it’s like we will need to sign up to this, this set of principles to, but it’s like sign up to means like buying into. So it’s the idea we want donors to buy into this set of principles about behavior. But I

[00:26:40.50] spk_0:
still have, I still have to put it in front of the donor. They have to, they have to,

[00:27:40.81] spk_2:
they don’t. So at no point, were we ever saying you have to give this to a donor? You have to give it to them. So, one of the people said, how could I start a relationship by presenting this to them? Well, you wouldn’t, would you, obviously you wouldn’t do that. That’s not what you, how you would start a relationship when you go on a first date with somebody you don’t start with. If we get married, here’s the pre nap I want, you know, you don’t, you don’t do that. Fundraisers are storytellers, they’re expert relationship builders. What you do is you build a relationship and at the appropriate juncture in that relationship as you get towards something. If the donor is a very well behaved donor, you can introduce them to this and say, what do you think of this? This is what we use to protect our fundraisers. You know, how do you think about, about this? I’m sure you’ve got no problem. You know, buying into, I won’t say sign up, buying into these, these printers. Yeah, of course. They, if somebody is, for example, maybe, um exhibiting the idea of Mission Creek, the fundraiser has got a set of six principles with the authority and already the backing of the charity, knowing the charity that can back them, can say to the, to, to this potential donor. Well, well, actually, we would not, um, permit that. That’s not how we would want to because we have a code of conduct that we like our donors to buy into. Would you like me to show it to you now? So you can see what’s expected of you and

[00:28:10.44] spk_0:
there’s the hard part, ok? There’s the, there’s the spot what’s expected of you and, and, and I know

[00:28:32.69] spk_2:
that is presenting a set of principles that it is reasonable for us to expect donors to adhere to. So for example, don’t discriminate against fundraisers on basis of their sex, gender and sexual orientation.

[00:28:38.37] spk_0:
I agree that that’s reasonable

[00:29:59.64] spk_2:
and they do. So at the moment, we know that fundraiser that that donors are doing this, we know something needs to be done to stop them doing it. We can’t, you know, we can’t just put out wish, you know, wishes into the air and, and thoughts and prayers and hope it’s gonna finish. We need to do something to fix this. And this was the first iteration of a set of principles that we think are fair for any right thinking donor to want to buy into and say, yeah, of course, I’ll treat you with respect. Absolutely. I won’t discriminate and the sense that a fundraiser would be scared to in the right way. Using their skill as a storyteller and relationship builder to introduce this. Struck me as a little strange. It struck me that what was being said was not so much. I couldn’t possibly find a way to talk to a donor about these difficult issues. I think it was pretty. It was also a sense that I don’t want to, I don’t think we should do. So, one person that said we shouldn’t have to do this. If they don’t want to work with us, then just tell them to take their money elsewhere. But that doesn’t affect the fix the problem because they take their abusive behavior to someone else and it’s somebody else’s problem. Have a responsibility in this sector, every single one of us to try and confront these issues and make them better and look after our fundraisers. And none of this is anti donors. Donors are some of the most wonderful people on the planet who use their philanthropy to make the world a better place. Some of them probably a small number abuse that power and while they might be making the world a better place, generally on a large scale and a very small part of the world, they’re making some people very miserable.

[00:31:13.28] spk_1:
It’s time for a break. Kela increase donations and foster collaborative teamwork with Kila. The fundraisers. Crm maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser CRM goes beyond the data management platform. It’s designed with the unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth visit. Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals. Like never before. It’s time for Tony’s take two.

[00:32:46.88] spk_0:
Thank you, Kate. The fourth quarter is coming mid September right now. The all important fourth quarter, I don’t have to remind you, but I do need to send you my good wishes. Uh I’m, I’m sure your fourth quarter plans are well set, probably 90% set. I just hope that you have a successful fourth quarter. I hope, you know what metrics to pay attention to so that, you know how well you’re doing week after week. I know I there was one nonprofit I worked with that had daily goals for some key days too. Uh I, I think that’s an outlier but uh certainly weekly production goals in the fourth quarter and those, those are common. So, uh, try not to get too, um, worked up. I don’t know, maybe this is, are these platitudes? I hope not. I just hope you keep things in perspective, do the very best you can and, and that’s all you can do for the all important fourth quarter. So you have my good wishes for what I know is uh very important. Three months for fundraising, my good wishes. And that is Tony’s take two Kate.

[00:32:48.59] spk_1:
We’ve got, but loads more time. Let’s go back to donor dominance with Ian mcquillan.

[00:32:58.55] spk_0:
I agree with all that.

[00:33:26.81] spk_2:
So, how, how would you, maybe I could ask you if, if you worked at a charity and the charity had, this is what we have a, I mean, instead of a code of conduct, you could call it a covenant, a covenant with our donors if you wanted to change the word around something else to make it sound more, um, more equal, more, more engaging. But, but you’re an expert fundraiser and storyteller. How would you introduce it? How would you, none of it is to say, please read this before we go on. But you know that there are a set of expected behavioral standards that you want all of your donors. How would you introduce it?

[00:33:57.90] spk_0:
Yeah. Uh, in fairness. Yeah, I have probably, uh, 100.5 or 100. Yeah. Uh, uh, you know, relationships on and off with, with a bunch of different, on behalf of a bunch of different, uh, nonprofit clients. Um,

[00:34:37.61] spk_2:
and that, of course, is assuming that in all of those relationships you even need to, it may just be enough to have that pinned up on the charity’s website for people to look at. I mean, just putting it out there normalizing it. And the other thing about having something like this, it just normalizes the accepted standards of behavior. You see, you see customer codes of conduct everywhere. We will not tolerate, you know, in in in the commercial world. The the consumer is always right, the customer is king and yet while the customer may be king, there are still notices up in train stations and service places everywhere and restaurants and we will not tolerate abuse of our staff. You know, they they don’t co commercial organizations have no problem pinning up a notice that says while you may be king and we will do everything we possibly can to make your stay your service your product fantastic. And we’ll do everything you want. We still won’t tolerate you abusing our staff. They have no problem with it. Yeah.

[00:38:15.49] spk_0:
All right. But I don’t want to back down from your, your, your first proposition to me. You know, how would I raise it with someone versus pointing it to, to, uh, pointing someone to a, uh, a web page and saying, you know, when, when you get a chance to take a look at this. But uh so I don’t wanna, I don’t wanna back off the, the original hypothetical. Um I was taught in law school never fight the hypothetical. So iii I try to stay true to that as difficult as it, uh challenging as it sometimes is. Um Yeah, I would, uh you know, well, most of the people I work with are in their seventies, eighties and nineties because I, I work in Planned Giving. Uh, but the, the anecdote that I told earlier about the, the, uh, the abusive behavior with the very much older man, he was, he was in his seventies or eighties and the fundraiser was in her thirties probably at the time. Uh, so I’m not gonna, uh, get off the hook by saying, oh, older folks never do this because I, I have a personal example of one who did, um, I would, uh, I would, I would bring it as, as something that the, the organization wants, wants this to be, uh, a mutually beneficial and, and, and satisfying relationship and, and there have been times when it, it hasn’t been that way for the, for the fundraisers. And so this organization is, is trying to protect its fundraisers. Um, at the same time that we’re protecting your interests as, as a donor that we’re, we’re always going to use your gift in the way you want it to be used and that we’re always going to, um, treat you with respect and not, not treat you as a, as a cash machine. Uh So, you know, so mutually, there’s, there’s respect and, uh, and, and expected, uh, you know, expected behaviors. That’s not such a great word. I wouldn’t use that in a conversation. But, uh, ee expect there are expectations on, on both sides and, and so we’re, we’re to protect the fundraisers and, and protect the organization as, as well as the folks who do the work that I do. Um, we have this, we have this sheet of, uh, sort of mutual expectations and, and where I, I’d like you to, I’d like you to take a look, take a look, see what you think when I would sit there in front of them and, um, and let them, let them think through it and then see what, and then react to, to their reactions, which I think in 90 99% of cases would be. I think this is, I think this is fine and there might be a, a few within that 99% who say, I applaud what the organization is doing, that would be less than 99. But there might be like 15% or so might say I applaud what the organization is doing. So that’s, that’s, I think that’s how I would, I think that’s how you are.

[00:39:31.23] spk_2:
So that’s how we envisage this. We envisage this as being something that set one of those structural changes in motion that then people could say, well, this is good fundraisers. I’ll, I’ll work out how I can build this into my relationships in the most appropriate way, you know, I can like you have just done so as you said, it’s mutual. Um, but all of our duties to donors are all very well codified in, in the donor bill of rights and, and various codes of practice, they’re already well set out what they are. But as it’s a, as it’s a two way exchange, we have some other juices that are commenting on donors to fundraisers, just like, like you said, but they’ve never been codified before. Um, and so one of the things that is, you know, when a number of people have tried to come up with fundraiser, bill, bills of rights, um, and recently I think, um, it was um Jennifer T Holmes and Amelia Gaza in Chicago also did one and people don’t have seem to have the same level of opposition to the fundraiser bill of rights. They did to the donor code of conduct. But if you think about it, they’re just, they’re just, they’re just, they’re two

[00:39:36.20] spk_0:
sides of the same images.

[00:40:14.47] spk_2:
So in, in Jennifer and Amelia’s um uh bill of Rights, it says fundraisers have the right to stop working with the donor based on a donor’s behavior towards their gender. Sexual orientation is very similar to the one that we’ve got in the code of conduct, except rather than saying fundraisers have a right to stop working says I will have a donor will not treat them that way. And then in the um uh as, as what they say um in elaborating upon that, um Amelia and Jennifer say that it’s up to the charity to protect the fundraiser and not work with that donor. So, because rights and duties are correlative. So if have a right not to be subject to sexual, um to, to, to harassment and discrimination based on their protected characteristic. That means someone has a duty not to treat them that way. And one of the people whose duty is not to treat them that way are donors. Absolutely logical.

[00:42:13.81] spk_0:
Very cogent, very cogent, logical explanation. Uh Absolutely. It’s, it’s just, it’s the, uh, it’s, it’s the, it’s the execution that, that varies with the fundraiser bill of rights. The fundraiser has, has the explicit right to, to uh execute uh to, to uh take advantage of, to his or her or, or their right. When, when there’s a, when there’s a, someone crosses the line, I, I had to say, say a violation of the bill, you know, when there’s a, when there’s something inappropriate that violates the bill versus an expectation that, that, that the donor, I it, it’s, it’s, it’s the, the reason, the reason us fundraisers and, and the sector push back is because it’s, it’s, it’s where the action comes from. The fundraisers are happy to um exploit their, their rights but not happy to ask donors to uh control themselves. It’s, it’s the, it’s the executing, it’s the executing party. Look, you know, we, we put our head in the sand. You, the, I would, I, you know what, in 10 years, I bet, I bet, I bet the, the donor code of conduct will be pretty widespread. You, you can, you, you can count on Americans to, to do the right thing when, when they’ve exhausted like all the other, all the other possibilities. Uh So you’re ahead of your time and, and you’re admirable.

[00:42:17.20] spk_2:
That’s not,

[00:42:27.10] spk_0:
I don’t mean that to say you’re naive, you’re, it’s admirable. Um You know, the civil rights was a, was the movement was ahead of its time. Um, etcetera. So,

[00:43:12.08] spk_2:
well, that’s kind of you to say thank you. And I, I think one of the things that you said about when you, when in the most appropriate way you present this as you said to your donors and most of them will go. I I’ve got no problem with that because most of them will be decent human beings and most many of them will say, well, I applaud you for doing that. Some of them might go. What do you really need this? Are you me that some people treat fundraisers that way? Well, I I’m sorry to say, yeah, that that does does happen really. And then when you do that, maybe we’re raising awareness in the philanthropy and donor community about the way some and they may not be aware of this issue. And the next time that they are out with in their fellow, you know, and somebody says, oh yeah, I was talking to a very, you know, this little fundraiser and I gave her a little slap and do you know what I I you really should not be doing that. It just allows, you know, the conversation to come out in different ways and to normalize standards of behavior that really ought to be normalized already. We shouldn’t have to be asking for this.

[00:43:47.02] spk_0:
I agree. I agree. Um, and, and all right, so that, um, so that moves us to, uh, let, let’s, uh, let, let’s look a little broader to, to what the, uh, what the sector can be doing in terms of awareness, consciousness raising uh training, right? Let, let, let’s, so let’s talk about the sector, the, the nonprofits and the, and the individuals a little more, just a little bit more formally, a little more structured. What do, what do you see as the the sector responsibilities?

[00:45:35.31] spk_2:
I think. Um So the first thing to do is to acknowledge that this is an issue. So it’s like having a policy statement and, and nothing will change unless people acknowledge that there is an issue that needs to be changed and we need to change it. So I understand now I wasn’t quite so prepared, but I understand why people will be pushing back against this. But I think some of the pushback against it is a straw man argument. Some of it I think is misunderstanding what it’s supposed to be and likely picking up on things that could be knocked back because it didn’t sit well with the way that in a way um you know, we lionize donors are probably a little bit too much and philanthropists, you know, by, by treating them as the heroes of their own story. And because of you and you know, we’ve gone with this donor centric approach, I understand why people from that position may have pushed back against this. So first of all the sector bodies and so a FP charter initi of fundraising in the UK, they can take a stand on this, they can more, more than they’ve been doing just by, for example, running the. Um so FP has done loads of great work in running the surveys and having, you know, toolkits for women um to be uh to protect themselves to negotiate salaries or that leaning approach is still valid, but we need to lean out approach to complement it and change the structure. So the sector has to have, secondly, it needs to recognize as an issue and develop the will amongst fundraisers to say we want to change things and

[00:46:00.00] spk_0:
that applies. Let, let me just add uh here in the states that applies to all the state organizations too. Every state has a, has AAA uh an organization of nonprofits, uh North Carolina Council on nonprofits, for instance, where I am. Um So it’s not only at the national level, just make that point, there’s also state uh state work to state organizations that uh need to buy in. So

[00:48:24.67] spk_2:
it’s got to be so for, for the organizations, they’ve got to make it easy for fundraisers to report issues. They’ve got to have proper complaints and whistleblowing procedures in place. They’ve got to have hr policies, they’re gonna let fundraisers know that they will be protected. So, not just if a fundraiser makes a complaint about a donor, they’ll just be kicked sideways. Um, and then, you know, and the sexual bodies can actually support the individual organizations to do that by producing, um, policies and proform codes of conduct and hr policies that they can take off the shelf and adapt just in the same way that now lots of those organizations produce guidance on gifting ethical gift acceptance and refusal policies. But you can just take the 10 point thing, we will not accept a if this, if this, you know, and adapt it to your, they can do all the things like that, that are gonna just make it easy and normalize the idea that for some donors in some circumstances, this is a really serious issue in the abuse of the relationship that result and we’re not going to tolerate it and we will, we will do something about it. And so those three levels that we worked out sex, organizational and individual, it’s not like you do one and then progress to the other. So it’s not like a hierarchy. It’s, it’s more like uh for any doctor who fans out there doctor who once said in a famous episode, it’s time is not linear. It’s more wily wobbly, timey wy. And this is a wily wobbly timey wy thing. Some individual does something at the individual level and they may be affecting something that, you know, a big campaign done by the A FP because the A FP is run by individuals after all. And so everybody that does something in affects these interactions and change in the structure at all of these different levels. But this is, I will stress, this is a structural issue, not, not just a donor dominance thing and the, and the, and the power and potential power abuses, but the patriarchal issues as well. And I, and I’m not conflating one to the other because I know of many female donors um cases where it’s been female donors that have been abusing the power dynamics and have been mission creeping and putting demands on who they would want to work with. So it’s not to conflate those um those two issues, but both of them are structural problems. And so we need to change the structure of the profession and the organizations are the best place to change the entire structure of the profession, other other sector bodies. So that’s where I think this starts.

[00:48:51.16] spk_0:
Know what’s interesting the just the, the, the relative proportions, you know, we we we’re talking about 25% of fundraisers. Let’s just use that 25% number. I

[00:48:57.05] spk_2:
really wish I check that figure before I came on here. Now somebody is screaming at the radio saying you’ve got it wrong. So I’m sorry if I’ve got it wrong. But as we agreed to the start, it’s a significant number and it’s too much and any number is too much.

[00:49:43.06] spk_0:
And yet the percentage of donors who are engaging in this, these negative behaviors is probably much, much lower. But that’s just a reflection of, um, maybe 5% of donors may maybe even lower. But that, that’s just a reflection of the fact that there are so many more donors than there are than there are charities and fundraisers. There are tens of millions of donors and only a million and a half or so organizations and a uh uh and, and I don’t know how many fundraisers, but uh there are a lot more donors out there. So just a small percentage of bad, bad acting donors. I don’t think

[00:49:46.09] spk_2:
it is a small, you

[00:49:47.19] spk_0:
think you don’t think it’s small? And the

[00:51:56.80] spk_2:
reason is, is that when we did our survey, we found forms of donor dominance at all levels. So community fundraising, corporate fundraising, direct marketing, all of it was, there was some kind and it’s so we’re not just talking about large scale um discrimination by a major philanthropist. There are, there are, there are, you know, far fewer major philanthropists than there are charities that want their money. So I’ll give you, I’ll just give you an example. Um, an anecdote from my wife’s uh one of my wife, my wife is a fundraiser and she’s worked on a number of charity charities in the UK, now, author of development. And when she was working at a medical research charity, they were doing some going round and dropping clothes bags in letter boxes and saying, you know, we’ll have a collection, fill it up with second with your unwanted clothes. And somebody rang up, um, the charity and one of Sarah’s team took the call and this angry abusive person said next time one of your people comes through and puts this through the letterbox. I’m gonna slam the letterbox down on them and break their fingers and spoke in a way that the, the, the, the woman who took the call was very, very upset about it. Um And there are those little, you know, I don’t want to call that a microaggression that was more than a microaggression. There are, there are, there are behaviors like that. It’s not just about discriminating against a protected characteristic. It’s the way people abuse charity staff in some ways, the way they exert power, the way they have an expectation. Like I was reading out about the undue in the unit benefits. A lot of those examples I read out earlier were from major philanthropist and board members, but there was also examples of friends groups wanting. So one was a friends group wanting to run uh a campaign um using the charity’s resources but not having any oversight or accountability from the charity and refusing to run the appeal if the charity had any oversight over them. So, I think there, it’s, I don’t know how there’s never been any research plans. This because most of the research that academic researchers do into donors and philanthropists is all about the good stuff they do. No one really wants to research the bad stuff they do. And why would they, because he’s gonna pay them to, to do that research. But I don’t know. I, I don’t, I don’t, I think it’s probably, uh, a bit more widespread than we give credit for. Yeah. All

[00:52:19.02] spk_0:
right. All right. Fair enough. Right. What would you like to leave us with Ian? What, what, what, what thoughts do you want? Uh, our CEO S executive directors and, and fundraisers to hear? Well, I would

[00:54:47.87] spk_2:
like to reach out to some of the people that push back against the code and say we’re not anti donor. We’re not anti philanthropist. Um, please read what we said again and we only think we only ever said this is the first iteration. It’s the type of thing that we can do. Each charity will come up with. The one that it, that, that it thinks is appropriate. We’re not trying to impose this on people. We are saying that we need to look at how we find a structural solution for this problem that we know is there. And this is one of the ways that we can do it. So embrace it, think about it, critique it. Give us your considered thoughts on it rather than I’m not doing that because it’s not the way I like to do things. Um And, and there are, there are, there are some other responses to that that um you know, that I would wouldn’t go into now. But when I read them, I thought you seriously cannot, that can’t be what you really think. You cannot be thinking what you’ve just written down is ok. But I digress. So I would like to say to some of those people who think this is an imposition. It’s, it’s not, we’re trying to solve a problem and we need to do it together, we need to do it with your help for CEO S for senior fundraisers. Um, directors of development. I’d say if you think this is not an issue, this is fine. It’s all right. But those poor charities, it happens to you. It doesn’t happen with us calls and maybe critically reflect on how certain and comfortable you are with that statement because it’s very likely that it is an issue and or not very likely. But it is, it’s a strong possibility that it’s an issue and it’s also a strong possibility that you have some fundraising staff whose lives are being made miserable and it might be affecting their mental health and your duty of care is not protecting them. You you’re not protecting them. So I, I would, I would say I know especially American fundraising is very donor centric. It’s all about lionizing donors showing them how great they are. But just because the majority of donors are great, doesn’t mean a minority are behaving very, very badly. And that needs to be addressed. And if it’s not this way, it still needs to be addressed in a way that presents a sex structural approach where we’re all standing together to combat this and not just kicking it down the line to the next poor charity that ending with it,

[00:55:06.82] spk_0:
Ian mcquillan, he’s director of the fundraising think tank, Rore all these resources, the donor conduct uh code and lots of uh other blog posts about um not only gender issues but just donor dominance in general and power structures. It’s all at uh Rore dot net and Ian is at Ian mcquillan. Thank you very much, Ian. Thank you for sharing your, your thinking.

[00:55:32.20] spk_2:
Thank you

[00:55:43.38] spk_1:
next week, Jean Takagi with possible implications of the Supreme Court’s affirmative action decision. If you missed any part of this week’s show,

[00:55:46.29] spk_0:
I’d be sea. You find it at tony-martignetti dot com

[00:55:58.14] spk_1:
were sponsored by donor box, outdated donation forms, blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org.

[00:56:06.92] spk_0:
Fast, flexible, friendly. You, you sure you don’t mean flexible and friendly or flexible and

[00:56:31.91] spk_1:
friendly. And by Kila, she ignores me and by Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers crm visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate martignetti. The show’s social media is by Susan Chavez. Marc Silverman is our web guy and this music is by Scott Stein.

[00:56:59.38] spk_0:
Thank you for that affirmation. Scottie. You’re with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for September 5, 2023: A Post-Fellowship Conversation With Amy Sample Ward

 

Amy Sample WardA Post-Fellowship Conversation With Amy Sample Ward

Amy Sample Ward, NTEN CEO

What did they do over their Bosch Foundation Fellowship, who did they meet and what did they talk about for three months abroad? For a tease: How tech could save an island nation, and the future of the internet. Trivial topics like that. Amy is our technology contributor and the CEO of NTEN.

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

I love our sponsor!

Donorbox: Powerful fundraising features made refreshingly easy.

 

Apple Podcast button

 

 

 

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.
View Full Transcript

Transcript for 656_tony_martignetti_nonprofit_radio_20230904.mp3

Processed on: 2023-09-01T21:25:37.755Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2023…09…656_tony_martignetti_nonprofit_radio_20230904.mp3.450897461.json
Path to text: transcripts/2023/09/656_tony_martignetti_nonprofit_radio_20230904.txt

[00:00:36.69] spk_0:
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 Heb Domin podcast. Oh, I’m glad you’re with us. I’d be thrown into toxicosis if you poisoned me with the idea that you missed this week’s show, Kate. Give us the highlights, please.

[00:01:10.66] spk_1:
Ok, tony, we have a post fellowship conversation with Amy Sample Ward. What did they do over their Bosch Foundation fellowship? Who did they meet? And what did they talk about for three months abroad for a tease, how tech could save an island nation and the future of the internet. Trivial topics like that. Amy is our technology contributor and the CEO of N 10 on Tony’s take two

[00:01:12.85] spk_0:
fair share. That’s fair.

[00:01:48.04] spk_1:
We sponsored by donor box, outdated donation forms blocking your supporters, generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org. And Bikila grow revenue, engage donors and increase efficiency with Kila. The fundraiser CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Here is a post fellowship conversation with Amy Sample Ward.

[00:02:20.21] spk_0:
It is a pleasure to welcome back Amy Sample Ward to nonprofit radio. They are the CEO of N 10 and our technology and social media contributor, their most recent co-authored book. And frankly, I think another one is due shortly uh is the tech that comes next about equity and inclusiveness in technology development. They’re at Amy Sample Ward dot org and at Amy Rs Ward. Welcome back, Amy.

[00:02:27.59] spk_2:
Thanks for having me. I’m excited to chat about so many things today. Yeah,

[00:02:56.76] spk_0:
it’s a genuine pleasure because it’s been several months because you were on this uh highfalutin fellowship, Bosch, the Bosch Fellowship, the Dishwasher Company Fellowship, which is so much more than uh dishwashers, of course, and vacuum cleaners. So you were in the Bosch Foundation Fellowship abroad based in Berlin, catch us up from there. What is sure. So look like for a summer.

[00:06:43.60] spk_2:
Totally, the Bosch Foundation is the shareholders of the Bosch Company. So I think fewer foundations and companies have this model in the US, but be more common in, in Europe where there is a commercial company and instead of having lots of shareholders and publicly traded stocks, the foundation is the owner and the foundation is a grantmaking organization. They provide grants for all kinds of, you know, nonprofits, um all around the world actually. And one of their programs is called the Bosch Academy where they have uh for nine years now, um a fellowship program that brings folks from truly all different industries and sectors to Berlin for a period of time. I was only there for three months but other folks are there for 69 plus months. Uh to really, I mean, I couldn’t believe it even up until the last day I was waiting for them to say, and here’s what you have to deliver, there was nothing you’re really there to pursue opportunities that you wouldn’t otherwise have kind of the mental space to do in your day to day, you know, work. Um So I was there for three months and all the fellows are on their own timeline. So, uh it was a little bit confusing because I think maybe at least in the US when I think of a fellowship, I think it’s like a cohort of people. We’re all doing like a program together that it, it’s much more of what we would call a residency. So people are on their own timelines. There’s no overarching programming. Uh Everyone is and I think it would be hard to do that because people really are from very diverse um backgrounds. So, while I was there as a fellow, some of my other, other fellow fellows, um you know, there was a GP from England who works in the NHS and had been leading their um digital health work. There was a former president um of Costa Rica. There was um someone from the State Department that now works at Brookings. Um researching industrialization that, you know, so there were people from all, all different backgrounds and interest areas and specialties and I would say the main kind of anchor that, that we did have together was twice a week. We all have lunch together, which feels like, ok, you just have, you know, lunch together, but really opportunities to sit at a, you know, a table that’s small enough, you really could have a conversation with everyone, you know, 10 or fewer people over lunch to talk about things with people who are working all different industries. It’s just not something we normally have the privilege and opportunity to do. Nor do I think we actively create those opportunities very much for ourselves. You know, and the, the kind of twice a week getting to sit together, share a meal talk about what is interesting to us. Um they often brought in speakers. So, um, you know, maybe it’s a journalist from one of the newspapers who’s coming in and sharing, you know, trends they’re seeing um in certain whatever they, you know, in the political section or, or whatever topic, maybe it’s um folks from Eu or German policy, uh houses sharing visa policies. We’re recommending, you know, all different opportunities just to learn and like sit together in conversation. So it was really powerful,

[00:06:51.00] spk_0:
former president of Costa Rica WW. What is he or she looking into?

[00:08:04.78] spk_2:
So, the fellow um that was there with me, that’s the former uh President of Costa Rica Carlos Alvarado was um pursuing now um is a teacher at the Fletcher School. And his fellowship was focused on uh designing a new framework for diplomacy that would support folks entering into this world of, of policy and politics with a mindset on collective wins and kind of personal integrity and that each of our stories do matter and influence how we can build relationship to make more inclusive and hopefully better for our planet and our people policies. Um So really thinking about, you know, how do we teach people to, to be in this, in, in politics in ways that don’t just recycle and repurpose the same kind of oppressive systems that, that got us to today. Very lofty.

[00:08:06.25] spk_0:
Of course, we’re gonna talk about what Amy sample ward was thinking about investigating, talking to people. This all sounds, it, it all sounds very

[00:08:48.22] spk_2:
freeing. It was incredibly freeing and honestly, because it was in Berlin and I normally live out in Portland, Oregon ha, having nine hours difference. Uh also was freeing in my calendar. I went from having, you know, my days are 8 to 4 scheduled meetings to there’s a lunch and then, you know, maybe I’ve got an early morning pacific time check in with a staff person and that was it for what was scheduled, you know, really being able to have the, the freedom in your scheduled day to, to think and do work and do work and think in the ways that you want to was a huge gift.

[00:09:00.67] spk_0:
Uh And you, you took time off from work, right? You, you reduced to 15.

[00:09:06.21] spk_2:
Yeah, I reduced my hours but I didn’t fully step out so that there wasn’t also like an administrative burden to change all of our processes or, you know, I could still run payroll like, you know, those types of things.

[00:09:19.97] spk_0:
And uh is this fellowship a paying gig? Do they?

[00:09:50.26] spk_2:
No, they don’t. Um They don’t give you the place. I mean, they give you the stipend so that you can cover the cost of having somewhere and they can help you find a place. But um you know, there were folks there who are single and don’t have Children and then we were there as a whole family with a child, you know, so everybody has such different needs with their housing that they, they just support you finding what works for you? Ok.

[00:09:54.44] spk_0:
Ok. Uh And you and your husband Max, uh daughter Oren, did you? You traveled? I’m sure you’re in Europe

[00:10:00.92] spk_2:
must have traveled. Yeah, we actually, we, well, I

[00:10:06.61] spk_0:
know you were in, I know you were in Warsaw, Poland. Yeah, because we got you for the 650th show from Warsaw.

[00:11:35.21] spk_2:
Yes, we did spend some time in Warsaw um doing some project collaboration work there. Um And then they got to experience Warsaw where I’d been before but they hadn’t. And then, uh the other trip that we took was to take Oren back to England where we used to live and show her around London. Um go, you know, she got to see some proper castles. That’s really what she wanted. Um And all the fellows, uh and Max non went on a trip down to Stuttgart, which is the, the home of Bosch uh as a company and uh history. And that’s also where the Bosch affiliated hospital is. And, um got to see so many other parts. It’s certainly the first factory floor that I’ve walked, uh and got to see, you know, this mix of, of kind of classic industry, you know, building these things in a, in a building altogether, mixed in with more of the recent tech innovations of, you know, a little robot that delivered you the parts that you needed to inspect. Um And if you got in the way the robot would stop, but then get very frustrated that you were never getting out of the robot’s way for it to go deliver its parts, you know, um things like that. So it was a really cool experience in getting to see really so many other sides to the world that, you know, II I get stuck in my nonprofit space and, and think about our work. Um So it was really cool. That’s

[00:11:53.75] spk_0:
the free, the free, uh a luxury for three months, you said? Yeah, you there three months, right? So uh what, what were you uh investigating thinking about? I’m sure you had meetings, you were talking to people.

[00:13:15.62] spk_2:
Yes. So many meetings, so many conversations. But my focus really. And though, you know, of course, I’m just interested in general meeting with folks who are trying to make the world better and, you know, I had lots of conversations or questions with folks to say, you know, what are you trying and what’s working? What did you try that didn’t work? Like, how do we, how do we get traction? How do we succeed in making the world better? Of course. But the start of all of my conversations and my meetings with folks was this kind of one I know you’re gonna say lofty. But one big question, which was what does an internet that is actually built on safety and freedom and sovereignty look like? And can we build that? And there were a lot of people who, you know, didn’t think it is possible. Um That, that, that, that those, you know, true freedom and true safety and true sovereignty couldn’t all be achieved like they, they couldn’t all three be at the same time or that a better internet wasn’t possible. Um But there also were people who were like, yes, it is possible and we can build it and please can we start yesterday? You know. Um

[00:13:49.21] spk_0:
So I, I got my first interruption. So the uh the, the folks who say No, it, it, it can’t be done. Do they feel that we missed the, the opportunity to have built the internet that you described or is it more that it was never achievable? Not that we not that we went about it or allowed it to develop on its own in i in the wrong way or unobstructed? I

[00:16:49.31] spk_2:
think that honestly, the folks who had the most pushback um in my conversations were folks who were honestly pushing back on my view of the internet now, you know, saying, 00, it already is safe. It already is free, right? Um And so it was less that internet isn’t possible and more like discrediting the place from which the conversate the question is being asked, you know, um and that we can, we can make a few policies and like, we’re, we’re good, you know, the internet’s good as it is. Um And there were also a lot of folks who felt that my focus on those three aspects was maybe the issue for them that, that safety, everybody agreed. Yes, the internet should be safe. Um Not as many people agreed. It should be free. And no, I don’t mean free by cost to access it, but like, what does freedom for each of us look like online? And I think that’s where folks had a little bit of like, but what does that mean? And, and can it be safe if it’s free? Right. Which are important conversations, but I, I think yes, it can be. Um But a lot of folks felt like sovereignty and these conversations about how do we acknowledge and establish sovereignty as communities was me saying it’s all anarchy, nothing matters. You know, there, there are no rules which is really honestly the opposite of sovereignty. Sovereignty is saying I want you to acknowledge that I have rules because my community has said this is what keeps us free and safe, right? Or, or whatever. Um And that the view is, that’s the role of government. But I think honestly, and I’m not trying to like, take this down a, a deep rabbit hole, but I really don’t think that a structure for something like a global system of the internet where we are all interacting all over the world, you know, regardless of which country’s government we we may live under isn’t enough to say that the internet could be free and safe and supportive and, you know, successful in all these ways because all these governments have issues with each other. And like the, you know, there’s communities within a country that are different from each other. Um And they’re there, I think should be passed to be able to say this is what this is, what’s right for our community. Um And again, I’m not trying to like devolve everything down into, into chaos, but I also don’t think I could accept the notion that what we have today. Is working. Um So I’m, I’m mostly saying it has to be something else and not that I have all the answers. Oh my gosh. If I had all the answers, what am I doing? Sitting over here holding on to them, you know, like, but, but we need to have the open space to find those answers or create those answers together and say, what could it be like versus saying this is good enough. Let’s put a policy that says, you know, don’t, don’t take it or something and, and that’s it.

[00:17:47.60] spk_1:
It’s time for a break. Donor box, quote donor box text to give led one of our more successful fundraising events, a concert sharing the keyword short code and scannable QR code made giving easy for our supporters and they did give that’s from Josh Young, Executive director of Hydrating Humanity Donor Boxx, helping you help others. Donor Boxx dot org. Now back to a post fellowship conversation with Amy Sample Ward

[00:17:54.86] spk_0:
who were some of the folks that you were talking to?

[00:18:47.33] spk_2:
Yeah, good question. Um It was really a why I felt really interested in making sure I was talking to a lot of different folks because as you know, even the N 10 community has, you know, all different kinds of nonprofits missions, of course, people of all different departments in an organization, but also consultants and tech companies and foundations and you know, all these different folks. So I was meeting with of course, nonprofits um themselves, folks who see themselves in kind of a nonprofit technology vein, but also folks who are focused on um supporting refugees and connecting them with jobs and they kind of see that technology has to be part of that, right? Um But then I was also meeting with think tanks and foundations and folks who are, you know, kind of advocating or, or resourcing the movement around the internet and on other sides, you know, whether that’s giving money or, or talking to policymakers and government. Um So really talk to folks all across that spectrum and folks in Berlin, folks in Germany and folks more broadly in the EU,

[00:19:18.65] spk_0:
all right. Um I, I think before we, we talk about some of the folks who said, you know, let’s achieve this ideal internet and, you know, you said, let’s start yesterday, what you, you, I, I think it’s valuable for you to summarize where you’re coming from. What’s, what’s your sense of uh of our internet, our technology space and, and you know, it’s uh it’s utility for, for nonprofits.

[00:20:08.89] spk_2:
Yeah, I think that I believe all technology, including the internet should be something that every person, regardless of where they live or whether or not they have a job or how much money they have or, you know, what their interests are, can find AAA way um to be included there, whether they want to help create part of the internet or watch cat videos, you know, whatever they want that this is really a, uh this is really something that is for everyone. And I think a big challenge with that today is um, lack the lack of certain policies that make it accessible and affordable and available, you know, you know,

[00:20:28.82] spk_0:
let’s just start with accessibility. Right. There are pockets of the world and certainly of the United States where the internet is not taken for granted,

[00:23:08.24] spk_2:
right? I mean, there’s more than 45 million people in the US who couldn’t even have sufficient broadband internet to like be on a zoom call with us right now. You know, so the idea that, um, and I’m not saying this is your idea, but I, I do see out in the media, this perception that it’s like other far away places that don’t have the internet, we don’t have the internet all over the US too, you know. Um, and even the pandemic has not accelerated real work to address that, you know. Um, but there’s also the piece of commercialization around the internet. I think that has, of course, come from a lack of policies that, that made it so that, that couldn’t be the case. And the fact that of course commercial companies are the largest lobbyists and so they are able to make sure that the policies continue to work for them. But, you know, the number of folks who think the internet is Facebook and don’t leave Facebook and that because that’s all that they know that means again, they don’t really see how they are part of shaping or making or engaging in, in this global resource we have but also are a victim of, of what that commercialization means. The bubble that Facebook has created all of the, you know, algorithmic bias and hate that comes from that. Um So finding ways where both from the actual access point like communities could own their own networks and have the, the jobs and the profits from managing that all the way up to lots more people creating those apps or those tools, you know, I, I don’t think we need to build an internet where every single person in the world would ever use the same app because not every single person in the world needs the same app. Not everyone has the same phone, not everyone has the same computer, you know, like we don’t need to say that success in technology is when every single person is using it. It’s just when every person that it’s right for is using it, you know, and um building tools or online resources or websites or whatever else that, that aren’t viewed as like scale to the X forever and just, oh great. We succeeded. Everyone that needs this tool is using it, you know, and, and that’s good. Um But that’s really not again because of the commercialization of so much of the web. That’s not how it’s how it works right now. That’s not the incentive. Yeah.

[00:23:41.94] spk_0:
The commercialization, the access issues, the, the cost issues. Yes. Uh, there, I, I think probably, uh, a lot of, or all of nonprofit radios listeners, you know, we, we, we probably take the internet for granted. You wake up in the morning, you click in and it’s there. Um, and your technology is at your, at your bedside when you wake up. Although Beth Cantor would tell you that it should not be. You should

[00:23:44.03] spk_2:
not have to not be, not

[00:24:24.50] spk_0:
be, but the reality is, it’s, it’s, if it’s not at your bedside, it’s uh it’s in the, just the next room over, it’s very close and, you know, so, and it, it works 99.999% of the time. Uh I had someone in uh my, my plan giving Accelerator course he is uh is in based in Malawi. He didn’t even have stable electricity every night. For him. Our meetings were at night time. Um Three o’clock Eastern was nine or 10 o’clock. I think it was nine o’clock, nine pm for him in Africa. Standard time. He didn’t even have reliable electricity each night, let alone reliable internet though, right?

[00:25:24.65] spk_2:
And I think sometimes there’s this misperception again, not saying that this is your misperception, but um more broadly that folks that aren’t online don’t, don’t know things right. There’s so much that um we assume about folks who are not online and it isn’t that they don’t still know the news or that they still don’t, you know, or that, or that they don’t want to be online. It’s just that there are so many other barriers in the way, um, that are structural, not, you know, they’ve never heard of the internet and they don’t know what it is. Um, and so access isn’t just saying like, oh, yeah. Well, there was a, you know, we saw this in the pandemic um in the first, you know, year especially like, oh, well, we know all these kids aren’t in school and all these people need the internet. So we put up a, a wifi signal in this field. You can just drive over. Oh, and we’re just gonna sit in our car for four hours and work and try to do school. Like, what are you, what, how is this a solution? You know? Um So there’s, there’s so much that goes into that and always remembering that folks who aren’t online aren’t unaware, they’re just experiencing a bunch of barriers that they didn’t create

[00:26:16.81] spk_0:
it. It creates frustration. Yeah. Frustration and anxiety because they’re left behind. They know they’re left behind. They can’t access what uh what they know is available to lots of other people. All right, let’s, let’s bring it back to uh uh Germany Berlin. So you met with lots of folks who said, you know, yes, we can achieve this, this uh more equitable, more accessible, um, safer uh uh internet. Um What, what do they, uh, I don’t know, what, what do they want to do? Are you gonna, are you coming back with a bunch of partners that you’re gonna start lobbying and, and policy

[00:29:07.54] spk_2:
paper? Yeah, I think, I think we definitely were able to, um, build stronger relationships with organizations. We maybe new or even tangentially new. Um, because antenna is an, a global organization, there are folks from all over the world that are already in the community, but just the value of actually showing up at their office and sitting down for an hour, you know, really goes a long way and in building trust and relationship. Um But I think the other piece was having the energy that comes from conversations where people are not disagreeing with the premise of which we’re even trying to talk about but saying like, yeah, we are. No, we already agree like, let’s get to this part and really validating for folks. No, you’re not the only one like I’m from this community that you’re welcome to be part of or maybe you are, you know, know about, but there’s this whole n 10 community of people who also think an internet like this is possible and also want to build it, you know, you are not alone trying to like work in your tinyt corner and, and find a way, right? And whatever corner you’re in is needed. We don’t all have to do the same thing. We shouldn’t all do the same thing, right? Like you, if, if policy is your thing, go, go work on that. If, you know, supporting refugees, transitioning into jobs is your thing, go do that, you know, like wherever you are in the work is the right place to be. Um And so those were really, I think validating and generative conversations, especially for folks who felt like they were being told there was only one way to do this work. Um And you know, the only policy recommendations we want are policies that, you know, address A I, for example, lots of A I conversation in the summer in the US and, and everywhere else in the world, you know, and I kept saying, but there might be applications of technology that are specific to what they think A I is today. But wouldn’t it be better to write policy about any way that data was being used from, you know, a, a person or uh where, what, what accountability looks like for when there is harm. I don’t care if they used it in an A I garbage machine or they used it in my health records. I I should get to have the control, right? So helping folks reframe that it doesn’t have to only be a single issue or a single topic like that, that it’s all connected, it is all related, all of this technology work. Is connected and whatever piece you can work on, please go do it as well as you can. You know,

[00:30:07.82] spk_1:
it’s time for a break, increase donations and foster collaborative team work with Kila. The fundraisers. CRM maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser. CRM goes beyond a data management platform. It’s designed with the unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth. Visit, Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals. Like never before. It’s time for Tony’s take two.

[00:31:40.87] spk_0:
Thank you, Kate. Share share. That’s fair. Who can you share nonprofit radio with? I’d be grateful if you would give it some thought. Maybe it’s someone you work with somebody, a, a colleague, a peer, somebody, you work for your vice president, your CEO perhaps your board, I have gotten, I’ve gotten uh emails through the years that we stimulated a board conversation or I shared this show with my board and we were gonna talk about it at the next meeting, you know, friends and nonprofits people you used to work with assuming you don’t hate them still, you know, if, if they, if they fired you, you’re probably not gonna share this fabulous show with them. So, all right. So that’s out if they fired you let that go. Uh, maybe the job before that, the, the job you didn’t get fired from. I hope that you haven’t been fired. You know, you haven’t been fired that much. Um, nonprofit radios, exemplary listeners. So, never fired. Right. But if in the off chance, all right. So you’re not gonna share it with those folks who let you go. But everybody else you used to work with folks you used to work with. Perhaps I’d be grateful if we could expand the audience a bit. If you could share this show, I believe it’s helping you otherwise you wouldn’t be listening. Who else can it help? Who else ought to be listening to nonprofit radio? Please share with them. And that’s Tony’s take too,

[00:31:49.06] spk_1:
Kate. We’ve got, but loads more time. Let’s go back to a post fellowship conversation with Amy Sample Ward.

[00:32:12.84] spk_0:
This is all very interesting because you can correct me if my perception is wrong. Please do my perception is that Europe is much further ahead of North America. Forget the continent, the United States in terms of data security. Uh There’s the, there’s the GDPR in terms of holding uh holding the large tech companies accountable, you know, suing I see more lawsuits and, and, and successful either settlements or legal out other legal outcomes against uh uh meta Google. I see more of those. I see.

[00:33:15.13] spk_2:
Yeah, I think that I think that there are, I think there are far more um pieces in place in Europe, in the eu than there are in the U SI. Don’t think that they are adequate or, you know, fully functional to the needs of communities. Um And people, and there’s still a lot of them that are in flux, you know, the EU A I policies are, are still being shaped even though they’ve been discussed as if like here’s what they’ll do and it’s great that they’re actually not done, you know. So yes, GDPR is in place. But um there’s, there’s still a lot to be shaped, there’s even more to be shaped in the US. Um But yes,

[00:34:31.76] spk_0:
all right. That, that, that’s why I mean, I’m, I’m not hearing from you that there’s an attitude of complacency, you know, we’ve, we, we’ve achieved and I not, not that I, not that I expected you to say that, but just recognizing that they are further along, they’re, they’re, they hold companies, especially that I’m particularly interested in the company accountability uh around data usage algorithms uh forced, you know, uh forced uh usage like the way threads you have to be on Instagram to use threads. You, if you drop one, you lose the other. You know, I don’t, that, that rubs me that, that to me is it’s just unfair but they uh not, not to that particular degree that, that the eu has figured that out, but generally they seem to be more demanding accountability of, of the of the big tech companies, right? But, but not, but there’s a lot more work to do. I understand. OK. OK. Uh Is there a, is there a story you can tell about some NGO or other, other organization or person that feels like?

[00:34:36.94] spk_2:
I mean, I think we

[00:34:39.70] spk_0:
got something really good. Let me tell you about it. Yeah,

[00:34:48.26] spk_2:
that there’s no resolution that I have to offer. But I think, you know, this, I want to acknowledge that this is, these are the questions I sit with all the time. This is what my work is around and I’m not expecting every listener to be like, oh yeah, of course, like nodding along with me, like if this is your first time thinking about this because you spend your day on a different topic, that’s totally fine, you know. Um Welcome, welcome,

[00:35:11.63] spk_0:
welcome to a new conversation. Yeah, welcome to join or just take

[00:35:58.77] spk_2:
away them. Yeah. So I was, I wanted to offer this because I think it’s a, a way to root these ideas around sovereignty and freedom and safety in a real example. So we’re not just thinking of like some future world and trying to root it there, but, but a way to think about it now. And um we had the opportunity because another fellow um while I was who ended just maybe two weeks after I arrived. Um Kamal, he had created this um big event and, and number of meetings and brought a delegation of folks from Tuba uh Island Nation in the Pacific. Um And it was incredible to hear from them and to meet them. Um But, but really what’s happening there and why they came is um you know, island nations are, of course on the front lines of climate change and the impacts of climate change. Um As you are, we’re recording this as you’re hunkering down for, for a tropical storm, you know,

[00:36:19.11] spk_0:
medal on my beach. Yes,

[00:40:25.63] spk_2:
yes. And what uh what came out while we were, while, while the delegation from Tuvalu was actually in Berlin was they were um climate scientists have previously said their home, their land will be on uh uh unsustainable for living um for their community in this century. And that has been updated because of the impacts of climate change and the acceleration of, you know, the world. Um And they’re now saying within potentially 20 years and what does that mean for these people? Right? These are, these are real people, these are people who are having babies and having jobs and having lives, right? Um To not just have your world change because of climate change, but literally have your homeland underwater, completely, go away, the entire island could be underwater. Um So, uh part of the conversations um with them have been freedom, safety, sovereignty in the internet for a community that cannot say here is our geographic home um in the in this where that we can live at least in that geographic home. Um And so how do we create a digital nation state? How do we digitize place based culture and artifacts and customs and dances and you know, everything else that comes from who you are as, as, as a community. Um How do we digitize it when we can now? And what does navigating social services? What does you know, traveling the world and getting a passport look like digitally through digital governance uh delivery when you don’t have, you know, an address in that country anymore. Um And it’s kind of heartbreaking to, of course, think Tuvalu is not the only uh island nation that will be facing this, this um circumstance. But, but if you think of this happening in a, in a matter of years, it is everyone’s lifetime, it’s not, you know, a century from now. And you kind of like, oh let it go. It won’t be me, right? This, this is us, we 20 years. Well, we are the ones that have to find the path for this, right? And so, um I think those conversations were really um illuminating and I found it challenging to here and witness uh you know, folks responding to say, to kind of think of all of the many pieces of this and say, well, where do you wanna go live? But that’s not the que we’re not, that’s not the, that’s not the top of my question. List, right? Um It is, how are you the the community members in Tuvalu? What things would you need? How would you support the digitization of your own culture, of your own community? What what can we do to build the internet that you need then? How do we build it now so that we can, you know, like you wanna, you wanna build your new database before you migrate your data in, right? You don’t just get rid of the old one and then figure out what to do with the database. It’s this saying we need to build that safe and free and sovereign internet now so that we can support the citizens of Tuvalu existing in that internet before the before they, you know, don’t have the the land of their home. Um And yeah, I just want to offer that as a example, maybe a reminder that climate change is having immediate and real impacts on folks all around the world, but mostly as an illustration of what it means to think about the future of the internet and the need for, for the internet to work differently on a faster scale than like maybe would Microsoft and Google want it to be different, you know,

[00:41:42.29] spk_0:
and, and so many of the nations, people’s communities that are suffering most from climate change are contributing nothing to contributing dely to, to climate change. They’re not, they’re not responsible at all. The the industrial nations are, which are more hardened and more capable and have greater infrastructure and what are we doing to these other folks and how can we help them to help themselves? I mean, yeah, you make me think of just like how they get a driver’s license. How do I, how do I vote in the next election when I don’t, there’s no polling place because there’s no physical location anymore. Jeez. Yeah. All right. Well, I, that’s a, that’s a provocative, that, that’s a provocative case. Thank you. Thank you. Um What else, what else do you want us to know about?

[00:43:13.50] spk_2:
Well, one thing I thought would be interesting to you and, and interested in maybe your take or observations, like I’ll offer a little reflection and interested in your, in your hot take. But I, you know, met with foundations while I was there and, and asked about, you know, what’s a big priority in philanthropy here? What are the conversations and folks named a challenge that I think we all have some feelings about in the US as well, which is um minimum spend out by foundations in Germany. There’s, there is no minimum spend out. Um So there’s many foundations that didn’t spend any money that did not give any grants in a, in a certain year. And that organizations really feel the challenge of that because they don’t, what, what do we even do? Like, are we even, you know, working with you? Are we trying to get money from you. Um So that was a big issue and the other big conversation that felt and people named, you know, I think the US is more ahead of us on this. But um found some foundations starting to have conversations of, of general operating support instead of project specific, you know, funding. Um and what that requires of them, you know, there was a lot of folks saying like, but then what do we put in the grant agreement? What do, what do we expect for the reporting? And I was like, you know, me, I was like, why do they have to report, you know, um but they weren’t asking the questions of, you know, why don’t we trust our grantees or um why have we never done this until now? You know, they were asking very procedural questions like, well, what, what’s the form say? You know?

[00:45:47.23] spk_0:
Uh Yeah, the minimum spend. Um iii I like it uh here in the US. Uh Unfortunately, a lot of foundations consider the, the floor to be the ceiling. So they’ll spend their, they’ll spend their 5% and they met, they met the burden, the regulation and, and so they consider themselves completed and, you know, I don’t know, you know, I see a lot of them, I see a lot of conversations on linkedin about how things ought to be different and, and uh you know, occasionally I’ll, I’ll attend webinars where uh some, you know, foundation CEO panel, you know, they’re talking about what they’re doing anecdotally to, to overcome um the, the, the minimum spend being a ceiling and funding, funding tech as just I, it just, it belongs in everything. I mean, if, if the people are using Word and Excel, they’re using technology in their work. And II, I hope, I hope, I hope there aren’t many nonprofits that are still using uh index cards and, you know, dog eared, uh you know, written pencil spreadsheets like II, I used to do social research on Carnegie Mellon in the, in the late 19 eighties or early, early 19 eighties, 1984. I graduated. So, uh you know, so, but, you know, that’s all anecdotal. I mean, somebody writes a lofty linkedin post, you know, I don’t know, I don’t know whether it really hits home with the, the majority of big, you know, the, the, the biggest foundations that we could all name off the top of our heads that, that control, you know, access to probably 80% of the, the, the foundation capital or something. You know, there’s probably 20% of the cap, 20% of the nonprofit, the foundations are holding 80% if you follow that 28 80 20 rule, uh you know, is, is that, are those linkedin posts and those webinars, you know, are they trickling to the, to those kinds of folks? And are they actually, you know, are these real conversa uh are these heartfelt sentiments a lot of times or, you know, is this um placating, you know, platitudes, lofty, lofty uh academic type conversations that, that don’t result in real change. So you, you can sense my cynicism. Uh Well,

[00:46:36.50] spk_2:
and I, I wanna name also the piece that you said in there about technology. You know, I did ask funders, how are you funding technology? Do you have a, you know, tech capacity building portfolio? Is that something that you fund directly? Do you give every grant, you know, a line item for technology? You know, what, what are you doing? And I didn’t, there weren’t many foundations that had a technology, you know, portfolio or focus or, or, or um grantmaking space. A lot of what I heard was, oh well, you know, it’s 2023 technology is in everything. So we just know that it’s in all of our grants said. Oh, ok. So it must be, you have like a technology budget and every grant to support the tech and they’re like, well, no, because it’s just, you know, part of doing their work, we know they’re using technology. But right, and I said, right, so if technology is part of everything, then it’s nowhere. If it’s everywhere, it’s nowhere to you, you know, and we, you actually need to be providing the support for these organizations to give you this massive report on all of their data. You know, like

[00:47:04.00] spk_0:
you’re saying, you, you you’re saying, you know, that they use it, it’s, it’s ubiquitous. That doesn’t mean it’s free.

[00:47:20.60] spk_2:
Right. Right. And the train just have to use it. Well, is certainly not free, you know. Yeah. Yeah. So, I felt just as, you know, head against the wall as I, as I normally do.

[00:48:38.43] spk_0:
Yeah. You didn’t have to go to, you have to go to the Bosch Fellowship for that degree of frustration. It saved the boss a lot of money there. Um No. All right. You know. So, yeah, I don’t have an answer. I just have, I have cynicism. I, I have a lot of questions, you know, is real change happening. Uh Is it better now in 2023 than it was in 2000? Yeah, I, I think we’ve progressed but, but not far enough and, and new issues are emerging, you know, now there’s on the, we’re, we’re in the midst of just scratching the surface of artificial intelligence. And, um you know, your, your coauthor of a was on a panel with George Weiner and Beth Beth Canter and Alison. Fine. And, you know, we talked for 60 or 70 minutes about the implications, the risks, the opportunities too, you know, but the inequities, uh you know, so that, that, that’s emerging now. So how are foundations reacting to that? What are, are they reacting? You know, it’s, it’s a lot of times it, it feels like the, the, the, the parallel or the analogy is that, you know, how slow government is to react to changes in, in the culture, in society. You know, equivalently foundations feel to me slow to react to what’s on the ground among their grantees.

[00:51:19.43] spk_2:
Yeah. Yeah. Yeah. And I, you know, maybe as a closing thought, want a name that I don’t think that even in an equitable world, it’s a, it’s a world where nobody gets upset where harm doesn’t exist, but it’s a world where there’s a path for accountability for that harm, right? It’s not that that perfect isn’t real perfect doesn’t exist. We’re not gonna go to some future equitable world where, where nothing bad happens, you still fall or you still, you know, get in a car accident maybe or, you know, whatever it might be. But, but there’s places to get care and reconciliation and support and restitution and all of these other pieces, right? There’s, there’s ways for us to be in relationship and work through things together. And I think there’s, it came up in some of my conversations, you know, folks thinking like I’m just so rosy eyed, I’m gonna get, oh we’re just gonna have some perfect world, you know, and I think the way that, you know, you are free is when you have not been free, right? The way you know, you are safe is because you have been unsafe. The way that you know, that you are sovereign is because you had to say hey, there’s some accountability that needs to happen because you were not honoring the sovereignty, right? So, conflict is always gonna exist as soon as there are two humans, you know, there will always be conflict. It’s just finding a world where we, we have the infrastructure and the mechanisms for us to manage that and, and be safe and free and sovereign to together in the world. So as we think about, how do we, how do we fund for that world? How do we build an internet for that world? How do we pursue our nonprofit missions for that world? I think it’s the same. It’s both saying there will always be some needs and how many of them can we eliminate so that we are able to really be happy and fulfilled and, and uh supported. Um So I think, yeah, I just wanted to name that. I, I don’t, I’m not looking for some perfect utopia that doesn’t exist but, but a place where, I mean, how many communities today feel like something horrible happened because of content on Facebook and they have a way to do anything about that. I don’t think a lot of communities feel like they have anything they can do about that, you know, um or, or, you know, they experience threats or hate speech online. Do they feel like they have any way to, to do something because they experience that? I don’t, I don’t know many communities who feel like they have a way to do that. You know,

[00:53:00.86] spk_0:
there’s a lot, there’s a lot wrapped up in that. There’s obviously, um, you know, a, a lot of that comes from the, just the inequities of, of capital, you know, uh, if we bring it back to foundations and fund and grantees, as long as the foundations, 20% of the foundations control, 80% of the, of the capital that’s available through private foundation funding to, to nonprofits. The nonprofits are always gonna be at the, at the beck and call of the, of the, of the gran tours. And if the grant tours are slow to change, then, then the redress is slow. It’s slow in coming. It’s, it’s inherent in the inequities of the, the, the financial, the capitalization. Um, you know, in, in terms of communities, you know, there’s always, I mean, there’s a legal redress but a lot of these things that you just talked about, you know, the bullying and, and um just a, a AAA oppression from technology companies. I mean, there’s no, there’s no real legal redress to that. There’s, there’s only, there’s redress to specific wrongs, you know, they breach their contract. Uh, this person committed, uh uh uh I don’t know the, the a digital assault. I’m, I’m calling that that’s not the legal term but committed a digital assault. So, all right. So I have a cause of action, either criminal or civil but, but those causes of action are, are narrow and we’re, we’re talking about bigger issues that there aren’t mechanisms for redress. Right.

[00:53:12.87] spk_2:
All right. Thanks for having that conversation. So, unlike our usual ones, I appreciate this space to get to cover lots of things.

[00:53:50.37] spk_0:
Absolutely. I mean, it’s not always, you know, tactical about what to, you know, how to use. Uh, uh GP four plus in, in, in your, in your next fundraising campaign. Uh, it’s, it’s, it’s not all about that. So I, I think it’s uh it’s refreshing. Yeah, actually, just talk about some things that are resolvable, but for which resolution is slow in coming, uh difficult to achieve. But nonetheless, nevertheless, a lofty pursuit, a needed pursuit, we never give up never. And

[00:53:56.41] spk_2:
maybe some questions or ideas that, you know, folks listening could go apply to their own work. That is about a different topic too. I would love to hear if folks do that. You know,

[00:55:04.41] spk_0:
the little feedback I get from listeners, uh which I’m not complaining about, I understand podcast listening is, is, is an animal that isn’t given much to feedback. At least at the level I’m on Joe Rogan may get a lot of feedback. But, uh you know, and, and uh the daily he made, but in any case, uh is that, you know, IIII I took this and uh brought it to my CEO or I brought it to my board, you know, we opened a conversation. Uh I asked people to listen. I sent the link to the board so that, yeah, those conversations happen. Yeah. Yeah. Good. All right. Yes. Uh, a lot of space for a, a different, uh, a different kind of conversation. Amy Sample Ward. They’re the CEO of N 10. They’re our technology and social media contributor. If you want to be in touch with them, they’re at Amy sample ward dot org. Uh, and Amy at Amy RS Ward. And uh maybe we should add the Bosch fellowship to your, to your bio officially for

[00:55:08.34] spk_2:
next year. Exactly. Thank you so much for having me, tony. My pleasure.

[00:55:12.44] spk_0:
Good to talk to you, Amy. Thank you. Thank you. Bye.

[00:55:23.06] spk_1:
Next week. Donor retention with Boomerang, Ceo Dennis Foa. If you missed any part of this week’s show,

[00:55:26.04] spk_0:
I beseech you find it at Tomm martignetti dot com

[00:55:44.34] spk_1:
were sponsored by donor box, outdated donation forms blocking your supporters, generosity. Donor box fast, flexible and friendly fundraising forms can say I can’t say I can’t do it. You

[00:55:47.42] spk_0:
can fundraising forms. See it’s a fabulous alliteration, but it’s uh it’s a little tough to say. I know. All right,

[00:56:12.81] spk_1:
fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org. And by Kila grow revenue, engage donors and increase efficiency with Kila. The fundraiser, Crm Vila dot code joined the thousands of fundraisers using Kila to exceed their goals.

[00:56:18.15] spk_0:
Yes, fundraisers, not fundraisers. Ok. Sorry.

[00:56:23.98] spk_1:
Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate martignetti. The show Social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein.

[00:56:51.30] spk_0:
Thank you for that affirmation. Scottie be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Please go out and be great.