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Nonprofit Radio for July 7, 2025: Nonprofit Leadership With Stacy Palmer

 

Stacy Palmer: Nonprofit Leadership With Stacy Palmer

The chief executive of the Chronicle of Philanthropy joins us with her thoughts on the challenges facing nonprofit leaders, especially females, and especially females of color. Stacy also reveals the bright spots in a recent leadership survey, and promising opportunities around co-CEOs, sabbaticals, self care, team care and humanity care.

 

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And welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d suffer the effects of fuospiroketosis if you infected me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up this week. Hey, Tony, here’s what’s going on. Nonprofit leadership with Stacy Palmer. The chief executive of the Chronicle of Philanthropy joins us with her thoughts on the challenges facing nonprofit leaders, especially females, and especially females of color. Stacey also reveals the bright spots in a recent leadership survey and promising opportunities around co-CEOs, sabbaticals, self-care, Tea, and humanity care. On Tony’s take 2. Hails from the gym. Mrs. Blood and soil revisited. Here is nonprofit leadership with Stacy Palmer. It’s a pleasure to welcome back Stacy Palmer to nonprofit Radio. Stacey is chief executive of the Chronicle of Philanthropy and led the organization’s transition to an independent nonprofit in 2023. She helped found the Chronicle in 1988 when it was started by the Chronicle of Higher Education. She was top editor of The Chronicle of Philanthropy from 1996 to 2023. Stacey is the host of Nonprofits now podcast. You’ll find her on LinkedIn and The Chronicle at philanthropy.com. Welcome back, Stacey. It’s good to see you. Delighted to be with you. Tell me about your new podcast, uh, nonprofits now. What are you talking about? How, how, how is it going? Well, I’m proud to join you in the world of podcasting, um, and it’s really fun to have these great conversations with leaders of all kinds and we really wanted to hear from leaders themselves rather than turning, you know, to people who like to lecture or talk about leadership, um, but talk to exceptional leaders about what they do, what makes them stand out, um, and we drew topics that we knew were of great importance to leaders, um, things like managing. Generational conflicts in the workplace, um, dealing with your board, dealing with finances, managing your executive team, all of the things that we all do all day, um, but as we were working on the podcast, we had a lot of turbulence in the nonprofit world as there were federal policy shifts and the economy is going up and down and who knows what’s happening. So we added in coverage to really cover that area as well, which wasn’t part of the original plan, but seemed incredibly essential to do. Uh, can you name a couple of your recent guests, subjects too? Yeah, so to talk about the economy and what people should do, um, we turn to Aisha Benson at the National Nonprofit Finance Fund. Um, and Mile Green, who’s at World Relief, and that’s one of the organizations that took a big cut when USIAD was suffering in the refugee resettlement program, and he talked about, you know, sort of what he did in his scenario planning that began well, well before Inauguration Day, um, and I should talked about all of the things that she’s seen nonprofits do that are really smart, um, and one of our other recent guests was Valerie Jarrett, head of the Obama Foundation. You know, who talked about how she builds a strong executive team and really, you know, got so much experience doing that when she was in the Obama White House and talked about, you know, how to keep people motivated, how to avoid that awful feeling sometimes that you’re not part of the team that you have, you know, um, and she really talked about inclusivity, diversity, how she chooses people on the team, make sure that they have a good fit. And one thing she said was, you know, anybody who says that their weakness. Is that, oh, there have been some places that just can’t handle all the talent that this person has, she said, they’re out the door right away, get rid of them. That’s not a good fit. Um, and having a sense of humor, super important, given all the work that we all do that’s so heavy, um, that we really all need to be able to be great colleagues to one another. She wants to make sure she can have a good dinner with you, not just get the work done. Yeah, I’ve always thought that’s, you know, I would have lunch with, have a beer with, yeah, yeah. I, I think, I think that’s a valuable insight to, to hiring and So congratulations on the, on the podcast. Hope it does well. It’s uh it’s available where all podcasts podcast. OK, it’s nonprofits now. Um, so we are focused on, uh, some nonprofit leadership issues that are top of mind for you and obviously you’re interviewing nonprofit leaders in in the nonprofits now podcast, so these are all top of mind and you’ve got some very recent anecdotes, uh, you know, cases to share. Um, but before that, the, uh, the Chronicle did a survey, or a study of leadership, and some of the, the numbers are, uh, not so. Not so uplifting. I would say, you know, in terms of job dissatisfaction, people leaving leadership, leaving the sector, not just leadership, leaving the sector, feeling overwhelmed, share some of the findings from that one of the things that is really clear is, you know, 96% of people love their jobs. I mean, CEOs are committed to their cause and the organization, so, you know, it’s not that they, you know, are dissatisfied with the work of trying to change the world, but they’re finding it unbearable to have these jobs in the way that they’re constructed. And so many of them are, you know, said that they would not be at their. organization they didn’t think in the next two years, and many of them were thinking about leaving the sector entirely and that brain drain is incredibly significant, especially at this moment when you know, we did the survey before all of the changes of the past few months, um, and you know, the fact that people were feeling so burned out, um, and so unable to continue and the sources come from A lot of reasons, people feeling that their boards weren’t helping them enough, um, that funders were not doing enough to support their work, that lack of multi-year general operating support really wears all CEOs down because they’re just chasing money all of the time feeling very insecure about things.draising demands 40% fundraising demands are a significant source of dissatisfaction in their job. Yeah, and just feeling like nobody’s there to help them along with that, um, and so, you know, I think board members could do so much to help the leaders of this organization. Foundations could do a lot too by changing some of the ways that they give money. I don’t know that they realize how much stress they’re putting on chief executives because I don’t think they would do it this way if they realize that some of their practices are driving great people out of the field. Now are you interviewing or uh plan to interview any uh well you mentioned Valerie Jarrett, the Obama Foundation. Are you calling to task uh foundation leaders? I mean, politely, of course, but are you, are you interviewing other foundation leaders, grant making? Yeah, in in the podcast, we didn’t do that because we wanted to focus squarely on nonprofit leadership and helping them along, but um. I take every opportunity I get to tell foundation executives that there’s a simple thing that they could do. It would be wonderful if they gave more and increased their payouts, but it would really be just as wonderful if they made sure that there was more multi-year general operating support. That’s really what it takes is giving that guarantee that, you know, the grant isn’t going to expire at the end of the year. It’s critical. Um, and, uh, particularly difficult leadership issues for women of color. Yes, yes, there was, there was a chronicle op ed piece, uh, it was January, I’m not sure when it was, but, um, you’ve, you’ve done some, you’ve done some reporting, uh, there’s been some reporting and you’ve got some, some, uh, some research as well. Women of color having a particularly difficult time in leadership. Yeah, and one of the guests we had on the podcast is Vanessa Daniel, who’s written a whole book that covers that topic. Now what she did was she interviewed 45 women of color who were successful, to say what made you successful, but what, while they had many victories and many wins. The challenges that they faced um were things that you don’t necessarily see other leaders in the sector facing. So, you know, one of the challenges often is that, you know, women of color often get picked to follow a leader who has not done a great job. And you know, so they come into a mess and they’re expected to fix it up and then it becomes something where they’re told that they’re the problem when they weren’t they inherited something that was very, very difficult. They have a board that doesn’t necessarily trust them or help them as much. Foundations once again sometimes do not want to give as generously until the person is more tested, um, and they do. Seem to have, you know, a higher standard, um, when it comes to looking at women of color, so that part can be very difficult and sometimes colleagues are not as welcoming as they ought to be, yet, women of color have done, have had some of the most amazing achievements, um, you know, certainly in social change that we’ve seen in this country. So one of Vanessa’s points is, you know, we should all be learning from them. Um, and so one of the things that she talks about is that women of color especially have 360 degree vision. They look at everything and they make sure that they’re bringing everybody along and their campaigns are never just, you know, single focus, but, you know, if they’re fighting for women, they’re fighting for people with disabilities, they’re fighting for all kinds of people all at once and they build movements much more effectively than other people do. Right, so the effectiveness is, is higher, at least equal or higher, but they’re under greater scrutiny, uh, and now, of course, with the, the, the talk from the regime about, you know, uh, disparaging anyone who’s not a, uh, a middle aged white male as a, as a DEI hire from helicopter pilot to, uh, you know, to, to, to soldier to, um, so you know, it’s even just brings either even greater scrutiny. To the, the population that’s doing better, but, uh, you know, finds, finds challenges, suffers challenges. Um, and I should correct myself too. I, you know, I, I said you have reporting. I mean, you know, I know you’re not the, I know you’re no longer the editor in chief of The Chronicle of Philanthropy. You’re the executive director of the Chronicle of Philanthropy.org, uh, uh, so, um, there’s a correction there. I don’t wanna step on Andrew. We had that, we had that show you and Andrew. I know. I just, it’s just natural for me to say you have reporting. You’re, you’re not doing the reporting, but the Chronicle still reports, you know, all right, um. Thank you for not, you, you didn’t, you didn’t call it out, but I’ll do it myself. Um, so yeah, you know, what was amazing is that you, what, what you led with that the job satisfaction is still so high. all this suffering and surprising factor to me because there’s so many things and we know. People are leaving, but you know, you ask these people and they say, I love my job. 9%, yeah, I love the job I’m doing. So the passion is there, but we’re, we’re killing folks, um, with constraints, with difficult funding models, uh, and now, of course, you know, all the funding cuts, if you, if you’re anything related to foreign aid. That’s very difficult. And then we’re seeing individual nonprofits and on the microcosm level, Harvard, Columbia, uh, Corporation for Public Broadcasting, National Public Radio. I mean, this, this microcosm. Attacks are, I, I think lead to, you know, potentially more. Exactly. I mean, when the administration is savaging nonprofits as being these bloated, inefficient organizations, it’s not just that we’re driving people out, who’s going to want to come and work for these organizations and especially the message that it sends to young people who might be considering careers and Nonprofit leadership, um, I, you know, obviously very idealistic generation that we have coming into the field, but they’re not going to find this in an attractive place when there’s so much denigration of their work and the future of federal funding is so insecure. So I’m very worried about the long term brain drain that we may have. It’s time for Tony’s Take two. Thank you, Kate. I’ve got another of my tales from the gym. We are revisiting Mrs. Blood and soil. Now. Her name is Val. Val, we know her as Val. Uh, she’s, uh, Mrs. Blood and Soil, you, uh, may recall, because the, my very first class in the gym, which was probably 2 years ago now or something like that, I, I wanted a spot in the class, uh, but it turned out to be her spot. But I had never been in a class, and I certainly had not been in that particular class, you know, they have many classes each week. And I didn’t know, of course, that that was her sacred spot. And uh she gave me some pushback. Well, I’ll just move my stuff. You know, Mrs. Blood and Soil, I, I didn’t know this was your space, uh, you know, so I moved aside and, and Mrs. Blood and Soil, uh, then, then named Mrs. Blood and Soil for that reason, uh, got her sacred space. Well, we since learned. That her, her name is Val, and she’s actually been quite nice. Had some very nice chats with her at the community center outside the classroom, talking about some classes, other classes that she takes that I do not partake of. I only take the one class a week. Uh, and she still has, she still does have her sacred space, uh, in that class. Um, so we just had some nice chats and she remembers my name, very thoughtful. Some people don’t, you can tell, you say hello to somebody, use their name. Hey, Kate. Oh hi. OK, you forgot my name. Uh, it’s obvious. No, that’s not true. Val remembers my name, very nice chats, very nice woman. That is not quite Tony’s take two because I must remind you that we are only 3 weeks away from show number 750, the 15th anniversary. This show launched in July of 2010 for Pete’s sake. 15th anniversary of nonprofit Radio. That is Tony’s take too. Kate Oh yeah, I forgot. Oh yeah, I supposed to give you a cue. Did you forget my name? Yeah, I just forgot your name associate producer. Tales from the gym, uh, the associate producer. Um, it’s great that you’re getting along with Val now. Yeah, we’re, uh, you know, I wouldn’t say we’re buddies, but uh we’re uh we’re uh we’re affiliate. We are, um. What’s that? Oh shit, there’s a word that I’m trying to think of, uh, acquaintances. That’s the word. That’s the word, acquaintances. Well, it’s better than spot stealer, so. Yeah, Mrs. Blood Soil, yeah, I’m not gonna say I was harsh when I called her Mrs. Blood and Soil because she was, you know, she was uh She was upset that she might not get her precious spot, you know, that week because this newcomer is interposing, interloping on my, my real estate, my 3 square feet that I must have for this class every single week. I thought that was kinda. Unkind to to be kind. It was, it was at least unkind. Mhm. Well, we’ve got Bou but loads more time. Now back to nonprofit leadership with Stacy Palmer. There are bright spots and there are opportunities for improvement. Talk about co-CEO, that’s very interesting. Yes, so that’s been a trend um that’s been developing in recent years where people decide that the job is just too hard and not sustainable, so having people share it, um, and often, you know, it will play to the strengths of various people. One person might be great at finance and fundraising and the other person might, you know, have a specialty in the program or the. and those kinds of things. Um, and usually you don’t find that in the same person anyway, so you know, somebody needs coaching usually in one part of that job. Um, and so some people have just decide to split it up. I interviewed people who at one organization that had 4 CEOs working together, um, which I found rather astonishing of how they make that work, um, but their organization had so many different kinds of programs. that they felt like they needed that and that they had enough strengths that way, and that kept them from burning out um and allowed them to balance work and family and all kinds of things. So that made them much happier. So this idea is becoming more popular. I see it also intergenerationally where sometimes um a CEO toward the end of his or her career, you know, brings in somebody who’s in their 30s or 40s and you know, grooms them. And then eventually the plan is that, you know, either they’ll decide to stay as co-CEOs and have a, you know, that relationship or it might be that it’s time for just to have the one CEO model, but that idea of using it as hands on mentorship is also really popular and I think a very smart idea. Yeah, that sounds brilliant for succession planning. CEOs for for for a period of years. I mean, there’s just no, there’s just no better. The job training. Yeah, but I did have one person who, you know, is doing that, who said before he got to the point of finding his co-CEO was turned down by several people on his staff who looked at his job and said, I would never want to do what you’re doing. So, you know, that’s the other problem that we have is that people who are in our see what the CEO is going through and I don’t want to have any part of it. Well, the CEO that’s for an organization that’s willing, I guess for a board that’s willing to take on that, but in terms of work, so it seems like a sensible way to make the more the CEO job more palatable, more appealing. Uh, you know, if we’re saying, as you said, you know, fundraising might be one person’s, 11 co-CEO’s strength, but not the others. So, you know, so fundraising is a significant source of dissatisfaction for a lot of CEOs, well, we can, we can make that easier by by having someone, uh, co-CEO co-lead who has that strength and then someone else maybe has more administrative strength or as you said, program or. You know, wherever community support, community liaison, whatever, whatever is essential for the, for this, the nonprofit to thrive, um, and then it also serves a diversity, uh, concern, you know, we can, we can have we can open up our CEO role to, I don’t, I don’t know about 4, I think 4 says that they make it work, but that’s yeah, they do that’s an outlier, about 2, maybe 3, but certainly 2, all these purposes get served, so that, that, that was very interesting, um. There’s also sabbaticals. These are becoming increasingly common. I know, I, I have a friend who’s a professor, and he came from the private sector every 5 years. He gets a 6 or 8 month sabbatical. It’s, he loves it. It’s remarkable. He travels, he comes back refreshed to the university. Talk about that, that, that trend in uh in our community. Yeah, so the idea of the sabbatical for nonprofits has been there for, you know, probably a couple of decades, but they don’t get as much support from foundations um or other donors as they could, so not every organization can afford to do that. um, but you know, certainly the people who have gone on these sabbaticals, um, their whole approach to leadership is often trans. For because they got a break to do something, you know, sometimes people travel, rest, do those kinds of things. Other people, you know, develop an idea for a new organization or think of new approaches to how they’re doing what they do. It gives them room to experiment, to think about things that they’re doing and the plus for the organization is that, you know, you can test out some people who are potential leaders. It’s another form of succession. Planning in some cases because often you have, you know, the person you think is a potential leader, you know, taking that while the CEO might be on a break, um, and so you can test that out or you can try an interim or some other approach to leadership, but you know it works both for refreshing and renewing the person on the sabbatical, but it has real advantages for the organization itself too. Again, yeah, the succession planning. Um, are you, are you finding nonprofits are investing in succession planning and, and not just for the CEO, but, you know, and there could be a chief development officers. Yeah, are we, are we spending enough time planning this and especially now with all of the crises that nonprofits have, I mean, one of the things um on the, among the podcast guests I interviewed, um, Baron Seger at World Food Program. Talk to me about how he’s really grooming his leadership team. He wants to get out to see donors much, much more. He feels like that’s absolutely essential for a leader to do in this moment because there’s so much competition for funding, um, but you know, he had to build his team first to be able to take over those kinds of things, and that is a form of succession planning of saying I’m going to be out of the office and away for a while, um, you take this over and you know, making sure that, you know, he’s Giving them guidance, but letting them make a lot of the key decisions, learn how to work together and we all need to find ways to do that, even if it’s not under the guise of succession planning but of dealing with this moment, we need to be able to give people a chance for new skills and invest in them. But I would say nonprofits have never been great at spending time on this topic just because it seems far away and with the worries of the current moment, I don’t think that that’s improving. Yeah. All right. Well, we need to focus as, as much as we’re saying, you know, sometimes I feel bad about making, uh, having shows and guests to talk about. You know, nonprofit leadership because I know how burdened they are and I feel like we’re, I’m just adding to their task right now add succession planning, which is not a, not gonna be a 5 minute or even 5 week process, you know, but to the extent we can, you know, think about your succession planning for all your, for all your key positions. And there’s also value in the, the folks who, who are, um, would be included in those plans, you know, they. See, they see opportunity. They want to see career growth and we don’t want to see people fleeing our organizations because they don’t think there is any possibility, you know, so that career pathing and really thinking about those kinds of things, and I think we all know that, you know, sort of I’m a boomer, younger generations are demanding it. We cannot take for granted the idea that they see a growth path at our organizations. We really have to demonstrate it to them. Yeah, that’s the, you know, it’s, you’ve been here for years, decades. OK, Boomer, it’s time to go. Um, I think that guest that you had, uh, Byron, I think you said his name, Food Program. I think he’s spot on about fundraising. I, I’ve always thought like 30 to 40% of a CEO’s time. I should be devoted to fundraising. I’ve worked with clients where the the chief development officer has chunks of the CEO’s calendar, you know, a week at a time and, and schedules either travel or people coming in, you know, whatever, but given big blocks of the CEO’s time to. To, to devote to, to meeting the important funders, individual and institutional, and maybe community, you know, government, whatever. I’ve always thought it to be minimum 30, 30% of a CEO’s time is devoted there, so I, I think he’s spot on. Um, as much as fundraising is a challenge for leaders, what did you say? 40% find it, uh, uh, a significant source of dissatisfaction. Uh, again, all right, CEOs, maybe your co-CEO can take that can take that time off you. But also what you know, I heard from some of the people I interviewed was, you know, board members can make such a big difference. I don’t know that they realize how much just their willingness to introduce all of us to people who have funding. We can carry the rest of it, but sometimes we can’t get in the door, um, and often our board members can’t. And can be really helpful. We need to ask them, but it would be wonderful too if board members would say, you know, here are some of the people that I know and I’m giving you access to my network. So, you know, that would relieve the CEO of some of the burden of the fundraising because because, you know, sometimes you can just spend a long time just trying to get an appointment with somebody. Yeah, yeah, and a board member can cut through that. Um, yeah, that’s a, that’s a whole other topic, you know, board. Having a savvy fundraising board or or even just half savvy, you know, and but you know, the, the, the stereotype is that I’m gonna have to ask people for money, ask my friends for money, and I don’t want to do that. But there’s so many things that board members can do that are not direct solicitation. It is not a direct ask. Just you just help me get there. yeah, help me get help us get to the stage of solicitation, but make the introduction. Bring your networks, maybe host something in your home, you know, a bunch of couples, you know, but we’ll do the lift, but we need the introduction. We need the entree. So, you know, there, there’s, yeah, we, I think that’s something else, and here we are adding to the CEO’s to do list, you know, but in terms of bringing the board along in fundraising. Recognizing that it’s not strictly asking for money. I mean, if, if there are board members who are willing to do solicitations, that’s fantastic because they’re, they’re chief investors in the, at least in time and hopefully in dollars in the, in the organization that’s outstanding, but there’s a lot you can do the boards can do beyond direct asks so engage, you know, engage them. Um, So what are you hearing from your guests about how they uh recharge aside from sabbaticals, you know, what are folks to maintain a balance and a healthy lifestyle? You know, it’s a great question and we decided that at the end of the podcast we that would be our standing question. Um, which would be to always ask them how they recharge and a lot of standard things that you would expect, you know, people, you know, definitely want to make sure they have regular exercise connection with family, um, and making sure that, you know, they do balance things that they don’t work themselves to death. They’re very, everyone. who we talked to was very conscious of it. Valerie Jarrett’s answer was, of course, some of those things she said she watched television shows she wouldn’t tell me about um because they were too stupid to be able to reveal, um, but she was willing to say that. But you know, she also said how she recharges and this feels to me so symbolic of people who go into nonprofit work especially. That, you know, some of those basic kindnesses that you do, you know, you’re walking down the street and somebody needs a little bit of help, you’re in the supermarket and you know, you help somebody do something. All of those things, you know, where we just reach out to other people, not formally in any kind of way, but we connect with other people and just how good it makes you feel to build that into, you know, taking time out and not, you know, looking at our phone and obsessing about what the next thing on our to do list is, but reaching out in Some way to help other people who do not have access to what we have, um, is, is genuinely the kind of thing that, you know, I think for a lot of people in this field is replenishment as well. Um and then we had one guest who said um that he is a swimmer and he was planning to take his board on a swim in the Bosphorus because he’s Australian and he was like just willing to go out there. And do the rough swims and I thought, OK, I’m not, I am a swimmer too, but I swim in regular pools, so that’s my way of recharging. Is that a high powered river in Australia, the Bosphorus? I think it’s actually someplace else. I’ll need to look it up but it was the site, but it is not an easy place to go swimming, it’s not a pool. OK, well, the high adventure, um, you know, get some adrenaline flowing, zip lining or something, you know, similar. Everything that people said to was like, they do try to take all their vacation and make sure that they demonstrate to staff that they’re doing that and also again, you know, the opportunity that this gives to other people to take on leadership jobs and also to just show that, you know, you are not irreplaceable, you know, somebody else can take over these pieces. It’s not just for the restoration, but it’s again like the sabbatical where it gives other people opportunities to do things. And it also does set a culture, you know, that I, I, the CEO takes, takes her time off. Uh, the CEO is not in the office till 8 o’clock, you know, it’s not always the last person to leave, so that I don’t feel that I have to be seen or I can’t be seen departing, you know, by the, by the leadership or something like that, um. I also love the uh the idea of just random acts of kindness, you know, like reaching something in a supermarket, you know, I don’t know, whatever, whatever it is on a plane, you know, board, uh, just, just civility, know, just common civility day to day, um, it is, it’s, it’s, it’s uplifting and it’s also just sharing, uh. Uh, sharing a love of people, you know, you’re just sharing your humanity. That’s what it’s better, I think. Um, anything else, any other like recharging? I love that you’re asking that as a standard question at the end of every show. That’s, I have to say what I’ve loved is that people are really ready with their answers, you know, some people do journaling um to make sure that they’re really capturing and the founder of an organization um that works with first generation college students says she really especially likes to ground herself. She herself was a first generation college student and she, you know, she talks, you know, in the journal regularly about like why she’s doing this work and why it’s important to her for her family and thinking about all of the things that matter to her, and it just grounds her in thinking about what she’s going to do all day. That’s an excellent example of just doing what rejuvenates you, whether it’s journaling or swimming, walking, reading, you know, whatever it is. Shooting, whatever it is that is, is up to you, uh, shooting targets. I was thinking of target shooting, yeah, um. Uh, yeah, you know, we have to, we have to, we do have to take care of ourselves. We do have to indulge ourselves appropriately and it’s not just like, you know, wedge, wedge it in when you can. It’s being intentional. I think that applies to everyone, not just, not just leaders, but you know, being, we have to be intentional about taking care of ourselves. We’ve had, uh, I’ve had Miko Marquette Whitlock on a few times, he talks about your meds, your um. Uh, mindset, uh, exercise, diet, and sleep, you know, minding your meds and not just making it something that you think of occasionally or you squeeze in, but being intentional about these things. Yeah, and one of the things that Vanessa Daniel talked about and she was writing especially about, you know, the challenges that black women face because they feel that they are held to such a high standard that they can’t ever stop. um, and you know, she had a health problem. Other people have had health issues because they were working themselves really almost, you know, to the bone and and having challenges is that as colleagues or board members or other people, we have to step in when we see that people are working so hard and say, can I take this off your plate? What can I do for you? Um, and so we all have a responsibility to one another to help. each other do it because if it’s the stress that, oh my goodness, this thing won’t get done that’s incredibly urgent and I’ll be letting down a funder or letting down a board member or doing something like that, we have to be able to help one another out. And so, you know, all of us who are listening to this podcast should be thinking about like, do I see signs of burnout or health issues or something among one of my peers, my boss, whoever, help them out. And you know it’s not only the, the, the that person’s health, but they may be health, they may be um caregivers or someone else, it could be a parent, it could be a sibling. Uh spouse, of course, you know, are we, are we seeing that? I mean, that’s, that’s a huge thing. I, you know, on my own staff, um, just unfortunately, we’ve seen a number of my staff members have had ailing parents in the past few months and all of them have needed extra time to be able to spend time helping with them. um, and you know, it’s not just the time off, but it’s the stress that they’re feeling about their parents. That are not in good shape. So, you know, it’s very visible. We’re all welcoming and talking about the children um of our employees and you know, celebrating the 5 year olds graduating from kindergarten, um, and that’s wonderful too, but we also have to think about those other sides. Yeah, and, and, you know, it’s, it’s not so apparent, you know, if, if it’s the, if it’s the employee themselves that has suffered an injury or an illness, you know, it may manifest itself. But, but just someone saying Uh, you know, my, my, my dad had a stroke and he lives close and I’m the, you know, I’m the, I’m the closest child. That’s, that’s, that’s all you might hear, but that’s enormous. It’s not gonna, you know, it’s not gonna bear on the, it’s not gonna be obvious, physically obvious, but, but that in itself, that sentence means, you know, we need to, we need to talk about time off, adjusting responsibilities, because otherwise the person is just gonna hold it in. Yes, yes, most likely. All right, all right. I guess we’re talking about humanity, you know, I mean, be humane to yourself, humane to others, uh, whether they work for you or they’re strangers, uh, in a supermarket or an airplane, you know, where humanity, all right, um. You see some bright spots in uh foundation leadership uh being more welcoming to women. Much more so. Yeah. Yeah, no, there’s been a very dramatic change um at a number of foundations um and you know, these are some of the trends that we see because of demographics, a lot of um foundation leaders were of an age to retire, so we’ve seen a lot of change happening um at foundations and you know, Many, many of the biggest foundations and you know, family foundations, other sizes, they have turned to younger leaders, often leaders of color um and people who have been in the nonprofit world. It used to be, you know, maybe you are a college president and you became, you know, the head of a foundation or, you know, you were some high powered business executive, but now these are people. Who have run nonprofits who know what it takes and you know if there’s anything that gives me hope that some of these foundation practices that wear um nonprofits out that it is going to change, it’s the fact that more people who hold these jobs of giving away money have also really spent a lot of time in the position of seeking money and that’s always helpful. Those folks understand what it takes, um, and they think differently about things. What, what else would you like to talk about nonprofit leadership wise? I, I’m an obnoxious, you know, I drove the conversation what we talked about or what would you like to flesh out more? Yeah, you know, I think obviously one of the things that I keep asking people is, you know, can we use the same playbooks that we used in COVID, um, maybe those of us who are here during the Great Recession, you know, how are those lessons. Still the most meaningful ones and so at least can we, you know, when we face all these challenges, can we turn to history and say what is it that works? Um, and I would say most people say yes, but this is a different moment, especially because so many nonprofits face legal issues and challenges to The work that they’re doing. And so, you know, now in addition to worrying about, you know, funding challenges or you know, in COVID, trying to think about how you moved everything online and you know, had remote workplaces, um, now, you know, you really just need to have your lawyer on speed dial and you need to be looking carefully at what you’re saying and doing. But at the same time, not buying into things that aren’t true. Unfortunately, I find some people in the nonprofit world think every time somebody declares, you know, oh, I’m going to yank the tax exempt status of Harvard, for example, well, it’s really hard to do that. Yes, it’s worrisome, um, and it’s not a good standard, but it would take an incredible effort because of all the laws that are in place. The president is not allowed to tell the IRS. To go yank tax status of somebody and yet these rumors keep coming about. um, so understanding sort of how the law works and that there is so much more flexibility and certainly one of the things that has, you know, I, I’ve watched in awe is Diane Yentl at the National Council of Nonprofits and how she’s been using the law on behalf of nonprofits, you know. Ready to sue the Trump administration as soon as federal funds for nonprofits were cut off. And you know, that is unusual for a nonprofit to be that courageous and willing to just take that on and continuing to do that. So, you know, those are absolutely, you know, the glimmers of hope that I see, but that whole kind of legal dimension is something that I think is really quite different. Uh, did you see Diane Yentl’s testimony before the congressional Committee on Government efficiency, uh, yeah. Talking about courageous. I mean, she was lambasted and and personal attacks that she suffered and you know, she absolutely has been a target for that. The other thing that I think that ran across the interviews, you know, I’ve done on this is just this feeling that nonprofit leaders don’t need to go it alone and shouldn’t try to go it alone. This is a moment to really reach out to other leaders who may have advice, who you may want to collaborate with, who you might want to advocate with, um, and that, you know, it really is essential for us all to find ways to work together because it’s easy when you know your organization is in trouble, struggling to just talk to your staff, your board and not necessarily get out and talk to others, but it’s We’re stronger when we work together, we get great ideas um and this sector needs in some ways to be more collaborative um in times of crisis because that’s not usually, you know, the strength that nonprofits have only because it’s so hard to get everything done, but really reaching out to others is crucial. Are there of CEOs. Or maybe other C-suite, you know, that, uh, like, you know, just er er I think a lot of people’s pony’s got a dog in this race that I’m suffering with groups like that? Yeah, you know, but I think that some people are basically sort of founding them themselves and you know. Networks of, you know, 3 to 6 CEOs that they have met, you know, and they meet regularly to talk about, you know, the issues that are on their minds, um, and you know, often it’s geographic, um, you know, because we can at least go have coffee or breakfast together, um, but then sometimes by cause, you know, you certainly can do this kind of thing on Zoom, but being intentional about it and then You know, I found, well, a lot of people like to do that with their nonprofit peers. Others also suggest, you know, just, you know, we learned so much from people who run other kinds of organizations, so whether they’re in business or government or whatever, um, you know, to be able to get lessons from lots of different people. Yeah, peers, peers especially, you know, the the other leaders understand. And you’re the problem you’re facing is very likely, not never, is likely never. It is likely unique. Exactly we all maybe feel it that way that moment of oh my goodness, this is incredible, and you know then you talk to somebody else and they’re like, yeah, I dealt with that 10 years ago. He’s what to do. Um, what would you like to leave us with? Um, I think, you know, I’m so glad that you asked me to talk about these issues. We need to be more open about the challenges that nonprofit leaders face and we need to find ways to support them, and I think all of us need to talk about it. I talked about foundations, you know, changing their ways, but big donors can also make a difference. We all know that individuals, you know, are responsible for most of the giving in this country, um. Helping them understand that the nonprofits that they count on, especially in these moments where we may lose government support for any programs, we’re gonna need nonprofits more than ever, um, and we need to be able to support the leaders who are running these organizations, make sure they have professional development, um, make sure that they have training opportunities, make sure that they do have opportunities for sabbaticals and those kinds of things. Um, so finding a way to get the message. out that this is a profession and it’s one that needs to be supported, not something where people are just volunteering their time. It’s not like, you know, just and volunteers are incredibly important, but that’s not what these are professional jobs, enormous responsibility and if they don’t do what we’re all counting on them to do, our communities will be so much poorer and so trying to help the donor world. at large understand that importance of leadership feels really critical to me. So anybody who has ideas about how we can spread that message, and I am eager to do that because I do talk to donors who often are very, very eager to support, you know, the arts or social services or health or those kinds of things, and they’re rarely are they thinking about the people who make those things happen, and we need them to do that more. You’re the, uh, you’re the apt host for uh for nonprofits now because you’re, you’re talking all about nonprofit leadership with nonprofit leaders. uh, Stacy Palmer, chief executive of the Chronicle of Philanthropy and host of the podcast Nonprofits now. Thank you, Stacy. It’s good to see you. Thank you, delight to talk to you. Pleasure. Next week, our 25 NTC coverage continues with we’ve been hacked and smart data storage. Yeah, you said that last week. Uh, no, but it, I got this uh Stacy Palmer interview. She’s a, she’s a big deal uh in nonprofit circles in our community, so I wanted to, wanted to get this one in. So, but next week, Uh, for sure. What you just said, we’ve been hacked, uh, and smarts data storage. I, I, Boy Scout promise. If you missed any part of this week’s show, I beseech you to find it at Tony Martignetti.com. 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. 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 June 30, 2025: Tech To Amplify Youth Voices & Donor Diversity Redefining Social Fundraising

 

Sam Kussin-Shoptaw, Sahil Gupta, Katelyn Gillum & Bee Lee: Tech To Amplify Youth Voices

Our panel from the 2025 Nonprofit Technology Conference, examines how nonprofits use Artificial Intelligence, social media and other technology to uplift young people. They share challenges and successes to increase your awareness and help you give voice to younger constituencies. They’re Sam Kussin-Shoptaw, from Amazon Web Services; Sahil Gupta at DoSomething.org; Katelyn Gillum with Crisis Text Line; and Bee Lee, CEO of Epilepsy Foundation.

Demetria Lightfoot & Nikki DeFalco: Donor Diversity Redefining Social Fundraising

GenZ, Hispanic and Black donors are driving shifts in event fundraising, giving days, peer-to-peer campaigns, and more. Demetria Lightfoot and Nikki DeFalco, also from our 25NTC coverage, share the trends to help you tailor your campaigns to resonate with these growing donor bases. Demetria is at Youth In Need and Nikki is with OneCause.

 

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of otitis externa if I had to swim around with the idea that you missed this week’s show. Here’s our associate producer, Kate, to tell us what’s going on. Hey Tony, here’s what’s going on. Tech to amplify youth voices. Our panel from the 2025 nonprofit Technology Conference examines how nonprofits use artificial intelligence, social media, and other technology to uplift young people. They share challenges and successes to increase your awareness and help you give a voice to younger constituencies. They are Sam Cassin Shoptal from Amazon Web Services, Sahil Gupta at dosomething.org, Caitlin Gillam with Crisis Text Line, and B. Lee, CEO of Epilepsy Foundation. Then, Donor diversity, redefining social fundraising. Gen Z, Hispanic and black donors are driving shifts in event fundraising, giving days, peer to peer campaigns, and more. Demetria Lightfoot and Nikki DeFalco, also from our 25 NTC coverage, share the trends to help you tailor your campaigns to resonate with these growing donor bases. Demetria is at Youth in Need, and Nikki is with one cause. On Tony’s take 2. Thank you. Here is tech to amplify youth voices. Thank you for being with our 25 NTC coverage. We’re all live at the Baltimore Convention Center, where we are sponsored by Heller Consulting, technology consulting for nonprofits. Our session topic that we’re talking about now is harnessing technology to amplify youth voices. My guests are Sam Kasin Shapta. Did I say that correctly, Sam? Yes, I should have asked you off mic as I did for everyone else. Sam is enterprise account executive for nonprofits at Amazon Web Services. Sahil Gupta, did I say that? Did I? Yes, thank you. And he is senior data engineer at dosomething.org. Caitlin Gillam, director of community at Crisis Text Line. And be Lee, CEO of Epilepsy Foundation. Welcome all. Thank you. We are 4 people with 3 mics. We are doing the best that we can. Uh, because I do not want to not have the panel just because, you know, the, the hardware is a little short, but we two folks are sharing. All right, we’re talking about technology for amplifying youth voices. Let’s start with you down the end. What, what brought this topic to the panel? Why, why, why is this important for, for, uh, the community here? Well, it’s extremely important, you know, the students that we deal with at the Epilepsy Foundation, many who are living with epilepsy are looking for opportunities to find their voice. And in a tech savvy world, being able to provide that at a nonprofit so that individuals can share their voice and share their advocacy is extremely important. And how does the tech like I mean we have plenty of time together but just like overview how does the how can we leverage technology for this? Well, one, let’s start with social media, right? It is this generation’s platform. And offshoots of that are able to move us into directions of chatbox, LMS, and other technologies that are supporting individuals one finding the training and resources and tools that they need, but also being able to amplify their own voice needs and advocacy utilizing these platforms. OK, uh, if you could pass the mic to, to Caitlin, uh, when we talk about youth voices for what, what, what ages are we talking about? I mean for us it’s it’s all sorts of ages so I’m I’m the director of community at Crisis Text line so for just a little bit of context we’re a crisis intervention service that is entirely text based so if someone is in a crisis or needs support they can text 741-741. They get that support through a volunteer based model and so um when we think about youth and this, you know, younger generation. Um, and we talk about that age range, you know, if someone has access to a cell phone, um, they can utilize our service and so what’s really great about how we’re structured, which is entirely text based, is that it can be discrete, it can be safe for younger populations to, um, reach out and often, you know, we were talking about be social media but text is the main form of communication for a lot of our younger pop. as you know, they are digital natives and so uh it can be a really safe and discreet and easy way for them to reach out and get support when they need it. I grew up doing handwritten notes that, uh, so here, let’s turn to you, uh, overview, but you know, give us, give us, uh, your, your sense of the importance of the topic. Well, I, I think technology for do something is sort of part of our, our lifeblood. Uh, do something does not exist without our platform which is entirely custom, uh, technology is something we developed over our 31 year history. Um, in terms of youth voices, I would say one thing that we’ve used, uh, recently was actually using GPT’s, uh, technology to content moderate. Um, some of our youth, uh, intentions we call them. So when, when a member in our demographic is usually 13 to 25 signs up for the platform, we ask them to state an intention that’ll start, start with I aspire to. So it could be I aspire to change the world, I aspire to better my community, and we wanted to show those intentions, uh, on the website publicly, um, because we’ve heard from our members that they wanna have more interactivity, they wanna see what other, other members are up to. Um, but we, we don’t have the resources to moderate by hand each one of those intentions to make sure that they’re safe to display on the website. So we’ve been using, uh, GPT’s API along with human moderation. Um, for particular cases, and that’s just one instance in which we’ve been able to use technology to make do something actually amplify not only the intentions of the users but also have them share those intentions with others and be inspired by one another. Isn’t there a relationship a founder relationship between and Crisis Text line weren’t they both founded by Nancy Lublin? They were. Is she still at Crisis or or no? No longer at Crisis Text line, but certainly a through line in our origin story as an organization was leading to something and then saw someone reaching out for support and was like we’ve got to find a way to meet these younger populations where they are like we talked about earlier and that sort of sparked the idea for for Crisis Text line for being able to provide crisis support. Through text, so yeah, definitely some synergy between the two. I’m I’m that’s what we’re going with the self-proclaimed. I didn’t see anybody else with you the uh the point on all of these stories is technology amplifying the missions for folks that are utilizing the technology. Um, I, I work for AWS, Amazon Web Services. When we come to nonprofit conferences, the most that people know about us or we’ll talk about is, hey, we’ve seen your smiley face on boxes, right? Or we know that maybe you can help out with fundraising and what what we’re trying to do and and show with this panel is not only are these different organizations that are helping their mission using technology, these are different people and different personas within nonprofits that are interacting with technology, right? We’ve got people that are directly in. Field advocating and talking with people in need to serve their mission. We have builders here as well as CEOs, right? So my job is to kind of help amplify their voices and how they’ve utilized and and and had that firsthand experience because from us really hearing from the customer directly is gonna be the most valuable thing for other nonprofits to go, ah, aha, that’s what they were able to do to leverage, uh, any of the AWS services or just technology writ large to make a bigger impact against their mission. Have you had your session yet? No, this is, this is a very nice warm up. This is before we walk up. Well, I like to think of this as the pinnacle. It’s all downhill. I’m, I’m, I feel bad about the session being later on that folks will just, you know, they’ll get the best thing they could from it. Um, all right, so sorry, since you are the panel moderator though, I will ask, what’s the best way for us to Uh, uh, acquaint our listeners in small and mid-size nonprofits with this topic, you leveraging technology for youth voices. What, what’s the best way to, to introduce our listeners? You know, I think, I think what every nonprofit wants to do is to be able to actually touch their users in a way, make those touches and inroads, and I think that’s the, that’s gonna be the thing that’s gonna work across all of these organizations is how do you use technology to actually engage with. Folks, is it social media? Is it direct, uh, campaigns that are going out for fundraisers that are helping keep your platform running, or is it even just changing the technology that you’re using to be smarter and be more targeted in how you actually go out and and advocate with folks? OK. All right. That may be the last we hear from you. I’m not sure, but uh I’m not sure. I it’s not a guaranteeing your mic off, but OK, so let’s start with our CEO then. So, uh, I guess you’re you’re sharing, yeah, yeah, of course, you’re sharing how epilepsy Foundation, like what, what tools you’re using, what platforms, um, again, our listeners are in small and mid-size nonprofits, so probably similarly situated so you’re bigger than some, maybe smaller than some, share your experience. Sure, so the Epilepsy Foundation of America, which I am CEO, has 26 affiliates across the country. Um, with our affiliates we are using technology one to connect us all, right? We, you know, we have a shared mission, shared vision, but technology really helps propel that and one of the projects that we’ve been working on with AWS is our empathetic chatbot which is uh built on the bedrock platform at AWS. And why we call it an empathetic chatbot is because the chatbot is trained to respond to an individual 24/7 in their most difficult moments. And so I, I, I, I give you this picture. 1 out of 3 individuals living with epilepsy experiences depression and anxiety. If they are to reach out to our chatbot and say, you know what, I’m titrating on and off medication. I’m starting to have feelings of depression, what should I do? Our chatbot will only scrape the information off of epilepsy.com, which is the foremost website for epilepsy information in the world. It will not pull in information from Chat GPT will not pull in information from Google. So one, it’s physician led verified information that the patient will receive, but also the reason that we’re really emphasizing that empathetic is that it starts the conversation with words such as I’m so sorry that you’re going through this. Let’s see how we can help you, and it continues to engage that individual in a conversation. Therefore, making sure that as we talked about, particularly with our youth, they’re very comfortable with interacting with chatbots with texts, but necessarily don’t want to interact with the individual. Oh really? There there might be a preference for the. They know they know it’s an automated tool that they they know it’s not a human that’s not a human they know but they know that they know that up front. It is not a human that might make them more comfortable, right? And they can ask questions that they may be embarrassed or afraid to ask otherwise, you know, um, I live with epilepsy myself. And so there’s many times when you’re in the physician office, you have 12 minutes with your physician. Right, they throw terms at you that you may not understand. The chatbot allows our patients to go to the chatbot and get that information, get clarification and knowledge that they probably would not be able to get otherwise in an empathetic way. And again, we feel like for our youth this is a safe space like my colleagues have said, it allows them to get this information and tools that they need to better manage their epilepsy in a very safe space. OK, um. You did mention social media too. You were the one person who mentioned social media, so what, what, how are you leveraging that? Yeah, so we have a campaign, um, that’s called, uh, Share your story. And what we’ve seen is an uptick of young people submitting their story to be shared. You know, epilepsy affects 1 in 26 individuals in the country. 3.4 million individuals live with epilepsy, but epilepsy has a stigma, right? Many people don’t know how to. Interact with the seizure. Like how do you take care of someone who’s experiencing a seizure? So sharing the epilepsy story allows our young people to be to empower their voices to talk about their epilepsy, right, in their own voice, how it’s affected their lives and more importantly how they’re empowering their communities and families to live with epilepsy, right? Seizure safe, seizure, uh, seizure safe safety, right? We have a first aid for epilepsy. It’s called seizure safe. I’m, I’m literally like I’m living with epilepsy, um, but you know it, it allows seizure first day to happen in the community, right? Do you know what to do, Tony, if someone had a seizure? Um, I think you’re supposed to help them not choke. Stay safe side. It’s 3 words. You stay with them, you turn them on their side, and you clear everything from around them. Right, but many people don’t know stay safe side and our amplification on our websites and in our social medias help us to teach individuals that, and many of our young people take that and share it within their own, uh, social media they share it within their school website, and it really helps amplify seizure first aid and one because it keeps them safe. Right, and also just raises awareness on a on a on platforms that youth voices are accustomed to being on. And so they’re sharing with their peers a lot of times and let me tell you, um, that has allowed us to start seizure safe schools laws in 23 states. The first one was started in 2018 by one of our Teen Speak Up individuals, a young lady. Her name is Lindsay Crunk, and it’s called the Lindsay Cronk Bill in the state of Kentucky, which now mandates that all school personnel be trained in seizure first aid. OK, and how do you, how do you credit. The the technology for that for that advocacy success. Well, we have a program called Teen Speak Up where we bring and we bring young people to DC to learn how to advocate but again within those sessions we really talk about how they advocate. Right, it’s not like you said, you know, pen and paper, going to the hill, and yes they do those things, but also it’s when they get back being able to tell their story online, being able to amplify their story through social media, right, so the and the and the tools, OK, OK. We’re gonna go to Caitlin. How’s that sound? Thank you, B. Uh, a crisis text line, you know, it’s basically the same. I mean, how are you leveraging again our listeners, small and mid-size nonprofits, what can they learn from what you’re doing? Yeah, it was really interesting listening to you talk about how you leverage certain elements of technology and as you were speaking I was thinking about. You know, we take a slightly different approach but again leveraging technology in the right ways for whatever your organization is to make the biggest impact so when we’re thinking about technologies that are allowing us to scale that human human connection. Um, we’ve recently built out what we call a conversation simulator, so we have volunteers, we’ve trained over 100,000 volunteers in our existence to, to, you know, help us in this work of crisis intervention. Um, I happen to run a lot of our community efforts around that, that group, uh, but they go through a pretty async. Remote training it can be done from anywhere um but before they actually step in and take an actual conversation with someone in crisis we have a conversation simulator tool that allows them to practice to you know go through certain scenarios to get, you know, outcomes based off of what they share in that conversation to better prep them to. Then go into that environment where they’re taking a conversation with someone who is in a crisis or in a moment of need and so that is uh one way that we leverage technology and then I would say on the platform side where conversations are coming in we handle thousands and thousands of conversations um throughout you know, a day, weeks, um, over a million in a year. And so as part of that process we actually leverage AI as a tool in our platform to uh allow us to assess what is the most imminent risk in these conversations that are coming through so you can imagine it sort of like a mental health emergency room right where AI is allowing us to identify what is the most imminent risk conversation or high risk, how does that get moved up to the top of the queue and then. Our volunteers are able to intervene and then we sort of have that cascade um from there and so that’s another way that again we’re using technology to scale to make ourselves more efficient, but we’re still maintaining that volunteer based model, that human to human connection side of it. Do you use a limited language model the way like the way B was describing it, it only draws from epilepsy foundation content. Do you, uh, how, how, so how, how are you, how, how do you constrain what, what the model is basing its its decisions on? Yeah, that’s a great question. Where I think where this comes into play is the conversation simulator tool that we’ve built. And that’s entirely um generative sort of AI that is an anonymized that is not based on real actual data so what we’ve done is we’ve worked with our clinical team to identify trending topics and conversations, things that we see our volunteers struggling with to handle um certain topics or conversations and then we. Sort of build that model off of those scenarios um but not leveraging sort of any real data when building those out and we only have a handful of these scenarios in place today. It’s a relatively new tool, um, but that is how we’re configuring that with you know AII best practices, um, making sure that we’re of the practice. of do no harm and that we’re being, you know, fair and as equitable as we can in those practices um when building out these tools and so I hope that gives a little insight at least into that and say a little about the metrics how are you measuring it to it or learning it. Yeah, so we have a lot of ways that we sort of measure success or quality with our with our volunteers and our community. Uh, but what we do in terms of the conversation simulator and the training itself, we’ve embedded that into the training process. So when we’re thinking about success, it’s, you know, how are we getting as many people going through our training, how are we getting them to utilize that tool not only go through the training but then actually practice with the simulator that then increases quality on the platform and then we have all sorts of measures for how we maintain and enhance. quality once our volunteers are having conversations on the platform through um our clinical team so they serve sort of as the you know our volunteers are handling the conversation sort of our front line of defense um but then as things escalate we have an entire clinical supervision team that is uh taking over conversations if need be, but we tend to de-escalate, you know, 90% or more of of uh any conversation that comes in, um, just by having that ability to connect with with someone. Uh, right, and to talk through something with somebody in a discreet way like we do it via text, um, also super impactful. So yeah, thank you. What, uh, how about it to do something? What you know, how are you leveraging the technology for, for youth? Well, I think for, you know, if we do something we sort of pride ourselves on being at the forefront of technology change in in the nonprofit space at least and you mentioned in our, in our previous generation we were one of the first nonprofits to leverage SMS in sort of a programmatic way via code, um, and that sort of led to our shared history with Crisis Text line. Um, in this new generation that forefront is, is seems to be AI and so, uh, what I mentioned before is one way in which we’re leveraging AI core to our platform. There are various other methods, um. In terms of accessibility, for example, um, we just use GPT to generate alt text for 2500 images on our platform that didn’t have all text, which is essential for people, uh, navigating the web using screen readers due to vision impairment. Yeah, for folks who may not know what all is on an image. So for people with vision impairment who use screen readers, which basically read out loud. Um, the content of a website as they browse, when they encounters an image, it relies on a metadata field of that image called the alt text or alt label, um, and we use that, that label to read out loud sort of and it should be descriptive, that’s the goal, right? It should. Uh, the person who is vision impaired should not be deprived from understanding the media content through the, uh, because of their impairments, so the all text, which can often be lacking in, you know, across the web, uh, you might just have an alt an alt label that says this is an image or this is an image of a person, but we really want multi-sentence, although not too long, so the screen doesn’t get caught up on that image. Uh, we want descriptive all text and, and that’s something that we just didn’t have the resources to to scale, um. Through uh through uh a human contributor, so we had to, we had to leverage AI and it worked, it worked really well. We were even able to use it, um, and, uh, to, to be sure that we included gender neutral language even to optimize our SEO through the alt label, so, um, and it cost us $10 for 2500 images so it was a really powerful use case and that’s one of, I would say 5 different, um. AI use cases across do something in our, in our uh previous year we built a tool called Chat something which was a chatbot focused on providing election information. So like B and, and Caitlyn mentioned, we hooked into um sort of a grounded data source. So in this case it was a turboVote API and through TurboVote, we were able to find out for a given user through the chatbot what elections are coming up and, and how they can uh get registered. So, um, that was another case in which we’ve been able to use AI to, to really amplify our mission. Um, and, and just to, to wrap up, I, I think there’s an, an upcoming use case that I’m really excited about where young people who historically we’ve had to give them scripts, um, to message their, uh, congress people, the representatives, um, we’re hoping to be able to use AI to have them generate their own letter that is unique to each, uh, member of do something. Uh, through AI, so it doesn’t have to be like, you know, we tell the members sit down and write a full page letter, but through a chatbot conversation they can actually generate a very unique, uh, message to their to their representative that more accurately targets what actually, you know, they, they want to get template that I think you see 90% of the time everybody’s sending the exact same message and obviously the, the officers realize that diminish the impact right yeah exactly. All right, um. I, I didn’t ask you about, uh, I didn’t ask you about metrics, measurements. How, how are you evaluating? I mean, I know you’re the CEO, so you’re, you’re not, uh, you know, defining the metrics, but, but overall, you know, from the CEO from the C-suite, how do you determine the, the effectiveness of these the the the tools that you were describing that that platform you were talking about? Well, it’s all about engagement, right? How are our constituents utilizing the tools that we have available? And so we’re always interested to understand the time that they’re spending on the chatbot, how in depth those conversations are going. Um, and, and you did ask the question earlier like at what point do we provide human connection? We do have a 24 hour, uh, 7 day a week hotline as well that can take over any chat that is happening within our chatbot if the information, um, or if the conversation to what to to your point, Kaitlin becomes um concerning. It will trigger a human connection. So the bot will flag it to a human who’s available 24/7. Exactly, exactly. And so, um, our hotline, our our 24 hour hotline is funded by the CDC and so we have a very demonstrative um metrics for the hotline that also translated into our, our chatbot, uh, again it is all about amplifying awareness and advocacy. And also making sure that the engagement is uh supportive and um that the resources are robust for our constituents so uh our main uh gathering is around survey and feedback through evaluation and so we we with that we try to um monitor what that engagement looks like and how effective that engagement is for that constituency. Are you at all concerned about your CDC funding? We’re very concerned. Um, the Epilepsy Foundation, the epilepsy, uh, program at the CDC was eliminated about 3 weeks ago, um, and so that is our public health arm which allows us to do awareness and advocacy, uh, on behalf of our community but also. Uh, is our surveillance arm of the condition overall meaning that is how we determine the 3.4 million individuals living with epilepsy and more importantly, um, not more importantly, but equally as important, those who are experiencing suit up which is sudden death by epilepsy. Yeah, the surveillance, the monitoring, you know, it’s like people consider this background data, but, but it’s benchmark data, it’s benchmark data and trends are important and and can be reacted to, but only if we know them. Exactly and you know as we think about um our rural communities and our veteran communities and other marginalized communities, we understand that um we were just getting to a place where we were having effective reporting. On the condition, um, and now having that program eliminated will affect that um immensely. All right, thanks, thanks for sharing with me. Um, alright, well, Sam, I, I feel bad. No, no, you don’t have to. I, I did, I actually, I. You prompted something that I think is a valid question for this group when you were talking about most of the people that are listening are from mid to to sort of smaller size nonprofits. We’re talking about huge impact with technology and I think for listeners. That maybe aren’t um as used to or working with the technology. One thing I’m curious from the panel and I and this is part of why we want to talk about this is, you know, in listeners’ minds, they’re probably thinking there’s an army of people doing all this work, right? You must have a technology team of 35, 45, however many people that you have developing. You know, I know you were just talking about some of your metrics, but I’d love to know just as you guys think of your technology teams and take that with what it is because some folks have data teams, some folks have other technical development teams, what loosely is that size of folks that are helping on these initiatives just so folks can understand how much effort goes in for how much is coming out from an output perspective. I have for each of you, yeah, please be brief because we just have, we have a couple of minutes left, but yeah, OK, thank you. OK, Caitlin. I, I might have based on conversations I’ve already, I might have the largest one out of this group, but it’s not huge. Uh, we’ve got around 30, uh, at Crisis Text line, so they, they are one of our larger teams, but we have a big platform that we’re driving 24/7, so yeah, yeah, yeah. I am one of 4 engineers that do something right. Thank you. All right, thanks, Sam. You did contribute something. You’re welcome. You’re welcome. All right, um, that’s great. We’re gonna leave it, leave it there. Thank you very much. They, uh, they are, uh, Sam Cusin Shopta, Enterprise account executive nonprofits for Amazon Web Services. Sahil Gupta, senior data engineer for DoSomething.org, Caitlin Gillam, director of community at Crisis Text Line, and B. Lee, our CEO at the Epilepsy Foundation. All right, thanks to each of you. Thanks very much to you, pleasure and thank you for being with our 25 NTC coverage where we are sponsored by Heller Consulting technology services for nonprofits. It’s time for Tony’s Take too. Thank you, Kate. It’s time for me to say thank you. Thank you for listening to nonprofit radio. You know, just a few weeks ago, we were named a top 10 podcast by uh by a million podcasts. We’ve got our 750th show coming up in a few weeks, 4, I believe it’s 4 weeks now. 15 year anniversary, 750 shows coming up. Thank you. We, we wouldn’t be reaching these milestones if we didn’t have you listening. Week after week, week after week after week, oh my God, when, when is the show gonna be over? Now, hopefully it’s not a slog like that if it were, if it was a slog, you wouldn’t be listening right now. You, you would be exhausted and you would have unsubscribed. So thank you for listening week after week. I’m grateful that you’re with us. Keeps us going. Because we know we’re helping. The nonprofit community throughout the country and especially in the, the current context, when the nonprofit community is under fire. We need To be uplifted and supported. I believe we’re doing that. You’ll let me know if we ever fall short. Please do. In the meantime, hopefully that never happens. Thanks. Thanks for being with nonprofit Radio. I’m grateful. That is Tony’s take too. Kate. I’m so excited for the 750th where we get all the gang back together. Um, I don’t know about you, but I’m so excited and I’m like counting down the days. I got it in my calendar and telling my family. Oh, excellent. Yes, of course, we’ll have the live music with Scott Stein. Yeah. um, our creative producer, uh, Claire Meyerhoff is gonna bring some kind of game or whatever. She, she always got something entertaining, something fun. Yeah, yeah. Definitely. There’s always a celebration, every July. Well, we’ve got Beauco but loads more time. Here is donor diversity, redefining social fundraising. I’m hungry. That too. Hello and welcome to Tony Martignetti nonprofit Radio coverage of 25 NTC, the 2025 nonprofit Technology Conference. Where we are supported by Heller Consulting. Technology for nonprofits. Our topic now is how social fundraising is being redefined by younger, more diverse donors. Our panel is Demetria Lightfoot and Nikki DeFalco. Demetria is senior director of philanthropy at Youth in Need. And Nikki is director of partner success at One Cause. Demetria and Nikki, welcome to nonprofit Radio. Thanks for having us. Yeah, glad to be here. Pleasure. All right, we are talking about social fundraising redefined by younger, more diverse donors. Your your session description says that Gen Z Hispanic and black donors are driving the shift. Who wants to begin with uh like an overview Nikki does yeah I’ll take it yeah OK that’s right the picture says Nikki. So essentially younger, more diver diverse donors um give differently and we can’t continue doing fundraising the same that we have always done and so looking at how they like to participate and meet them where they are. Uh, give an example or two of how they’re differently. Yeah, well, well, for starters and Demetri has a great story here is they don’t carry wallets. They don’t give with their checkbooks they give digitally and we often do not offer. Them that opportunity you have a great story. I don’t know if it’s a great story. However, I have a child who’s 18, about to be 19, and I taught her the traditional methods of how to use cash, how to use her debit card. I even taught her how to write out checks, all the things, right? Um, however, when I went to visit her recently at school. She just kept pulling out her phone to pay for all her stuff and I’m like what’s this about? but it’s the ease, which is one of the things that we discussed in our session um donors like to have the ease of giving. They don’t wanna have to find their wallet, pull out their card, type in a 16 digit number and the expiration date, the CVV code, all those things, right? They wanna just hit a button and know that they made an impact and. So those traditional methods of consumerism and how consumers have made well companies have made it easy for consumers to pay for things is the same thing that we wanna in part in the philanthropic area as well. OK, so how do we start to break down some of these barriers? I mean, the, well, essentially this is the same thing we’ve been talking about for a long time making giving easy it’s just that. Giving is easier for Gen Z and more diverse younger folks in different ways and it’s easier for the, well, the two of you, I’ll put you two together or me even older than the two of you. So it’s the same topic it’s just the answers are different, right? So how do we, so Demetri, how do we start to break down barriers to giving? For for younger more diverse folks. Yeah, one of the things we talk about is um digital, uh, what do we call frictionless tech, um, so offering the digital options, the Apple Pay, the Google Pay, um, Cash App, Venmo, you know, things that are already connected to your financial institution where you really just have to press the button one and done. Um, but it is like I said, still creating the impact for the individual. Um, younger donors are, they’re already astute of the causes that they want to support, and when they see the opportunity to be able to give, they wanna do it in like a community type setting. They don’t wanna go to the galas and pay a lot of money for a ticket and uh eat steak or chicken and. Wear a dress. I mean all of those things have a bunch of parameters and barriers built into them that are not attainable for many people in itself, right? Buying the ticket is number one, then you gotta get an outfit, maybe some new shoes, hair and makeup if you’re a woman, right? All of these things, um, so the price point continues to increase. however, in these opportunities for younger donors, they just wanna make create the impact so they see the cause that they wanna support. They, you’re it’s on they’re on your website just give them the opportunity to be able to hit the button and then you continue to engage them further down the line. Are they interested in in community in a different way other than the $750 ticket? Absolutely and they’re authentic and they’re guests what is what’s this give us some examples of of the the type of community. Well you have to meet them where they are and they’re very interested in giving to an individual instead of giving to an organization so you have to appeal to that in a way that they feel that you’re being genuine and innovative that some of our our data shows that they aren’t going to trust you unless you are appealing to the ways that they like to give. OK, you said they like to give to an individual instead of an organization. Yeah, the, the story needs to come from an individual so instead of giving necessarily to a nonprofit organization they’re giving to a person that represents that nonprofit so they like to be. Touched by the story by the mission um but they like to see the need to give to that individual they’re very interested in mutual aid they’re very interested in challenges they’re interested in current needs as they arise. Um, do you have an example of, uh, what you’ve done? That uh that uh brings us to life for us. Yeah, Demetria actually has a really great example of how they do with you the need and changing their events to appeal to a younger audience. Oh yeah, yeah, she’s a, she’s a frontline fundraiser together but. Over here cause we are a client of one cause, yes we are, um, alright, so yeah, so we do offer a gala. We have the traditional gala we have a golf tournament as well, right? And that’s gives to a donor who has a specific type of, uh, discretionary income, um, for younger donors and by younger we are classifying them in like, you know, mid to late 20s, 30s, early 40s, maybe even late 40s, early 50s, right? Um, but the discretionary income for that individual looks a little bit different than it does for somebody who might already have an established career, family might be moving on to the next stage of life, like kids are out of college, you know, things like that. So instead of uh marketing the gala in a space which there’s a story about that as well, how we can shift younger donors into that space, we try and highlight and promote another event that is um a trivia night turned bingo night. And bingo is a big thing in Saint Louis at the moment or in our region and we have found a way to engage our younger donors in that space so that way it’s a $25 ticket um you can bring a bunch of your friends to come with you, you bring some snacks just like trivia night you sit down, you’re having a good time, you’re having fun, but you’re participating still in an event. But it’s a community based event so you feel a sense of communal um gathering from others, um, who are also making an impact in your space but you might bring 6 other people with you to come play bingo and now you’re giving them the opportunity to learn about another organization that you feel passionate about they buy in because you have buy in. And then you all have buy in and engagement in the organization, right, so giving them a way that we can show up where they are at a price point that they feel comfortable with and then as their income levels start to increase or their careers start to um project a little bit more and they have the ability to do a little bit more, then maybe they can switch to the gala which is something that I mentioned in the presentation I make all my friends come and. Volunteer, um, many of them may not have the opportunity to participate in the gala or understand what the inner workings of a nonprofit are, so they get to see that they see it from the backside because I’m their friend, so I give them all the details, but then they see it firsthand by in by volunteering. Um, and a couple of my friends have now transitioned to become like my mid-level donors. They’re, they’re sponsoring at the higher level. They’re getting the tables because we now have the ability to do those things, but they’re also still participating in that bingo trivia night type event because that skews more of a fun. quote unquote aspect piece of it that we like to do, but then we wanna feel fancy and still go to the gala. How do you find out what uh what’s gonna be appealing? You said trivia night is is popular in the Saint Louis area. trivia people. We’re huge trivia people in Louis. I’m gonna be in Saint Louis, uh. Uh, for the National Association of YMCA, NATO, it’s a great conference. I’m speaking on fundraising there, just a couple weeks. I’ll come over. OK, um, so how do we find out what our youth are interested in doing? You gotta ask them. Yeah, you have to ask, is it that’s what they like to do like we’re planning an event. What would you like it? Exactly. Or how do you like to participate, right? Just don’t make assumptions. Maybe they do want to go to the gala. Maybe they don’t, right? So we just have to ask them. OK. Demetri, you said you created volunteer opportunities around the at the gala. Oh yeah, there’s always an opportunity to volunteer at any of our events we’re targeting that for folks who are younger, that may be financially out of reach. So you can come and be something as small as a greeter or the person to help with registration, help with the fund and need auction in the middle of the, the Dutch auction and some of those folk folks have transitioned to buying tickets at the to being sponsors, so buying tables, sponsors, yes, I know I’m very happy for my friends we’re trying to do here is unlock the secrets to. so that we can not only engage them where they are now, but we all know that they would like to be in a couple of years from now. All right, so what are the secrets now? I’ll ask a question. I was going to say that unlock the secrets for our listeners. Yeah, 100%, um, Gen Z and millennial donors, they participate differently in the gala space as well. So some things that we’ve learned. From other nonprofits, um, our friends at the Human Rights Campaign is that group tickets and group discounting is very much of interest to Gen Z and millennials, and that’s how they like to come in groups and participate so offering they can choose their own community, yeah, pretty much your community of 10 for a discounted table or less, you know, they might, they might wanna bring 7, right? So giving them an opportunity to participate in the ways that they like to do. OK, excellent, um, Demetri, you had mentioned. Um, Venmo, Google Pay, Apple Pay, anything else? I mean, that’s kind of like low lift that nonprofits should be providing as, as, uh, as payment. Yeah, PayPal, all of it, it’s, uh, and, uh, PayPal do younger folks use PayPal? I mean, I would assume yes because we have it on our website. I think they use all of the above is cutting edge, so yeah, I don’t think so, but I think it’s also has to do with, uh, what does, what integrates well with your system, right? So how you, uh, what. Grades on your website, how do you keep your donor data and glean uh online contributions, right? So if your CRM or your website doesn’t do well with PayPal but it will link to Apple Pay, then yeah you should have that as an option. Um, most people do have an iPhone unless there’s that group of Android users. The green thing you wanna offer G Pay everybody’s got a yes, then you wanna uh offer G Pay for um people who have a Google phone, right, like things like that. So yeah, you really have to figure out what fits your organization, but it would behoove you to be able to offer those um digital options for payment donors. Are consumers, right? They expect that consumer driven experience across donating as well so just considering that. Yeah, so um we’re seeing a little bit of fatigue on Giving Tuesday, right? And there’s so. So Many causes to donate to you and it’s really overwhelming so where we’ve seen success is to really build out your own Giving Day that is not on Giving Tuesday pick a day that’s important to your cause or as Demetrius said in our session, a day where you’re available as an organization and set that up for success. What did you do, Demetri? We don’t have our own individual giving day yet, um but we are working towards it yeah so hopefully later this year we will implement our own day um in Saint Louis we have what’s called Give STL Day which is kind of like Give ST or Giving Tuesday where everybody comes together and they support their Give STL Day, yeah, uh, for Saint Louis, um. But that is a space where majority of the nonprofits, there’s over 2500 nonprofits in Saint Louis, but we all kind of gather in that one space and then you as a donor will go to that space and that’s where you give. However, you kind of can get lost in the shuffle, right? 2500 is a lot. Uh, I’ve found personally myself some organizations that I became supporters of or a supporter of through Give SDL Day, but. It I mean they were like I just kind of like picked a rabbit out of the head just happened upon them, but the Giving day does give you intentionality to highlight to your donors and engage maybe some new people about what you guys are doing specifically so the spotlight is directly on you and not somebody’s trying to find you in the middle of a larger group of people. OK, right, so don’t fear, uh, creating your own giving day. Not at all. Yeah, OK, uh, what about peer to peer work? So Demetri, I think you said people like to give to individuals so that was Nikki, but so is that peer to peer is is that a part of that it’s a wide array of things within peer to peer, but we find that Gen Z and millennials like to give through peer to peer to challenges, right, which are individuals as. Well as um giving days as well uh they just wanna take it back to community and to real people so uh peer to peer gives you that opportunity and it’s also a smaller entry point um to that donation pipeline. Is uh birthdays over is that still a thing, you know, for, you know, doing it on your birthday, having a campaign on your birthday. Yeah, I think that was really common in uh uh the geriatric millennial community like Demetria and I but uh I’m not seeing it as much with Gen Z. would you say? I don’t even know what that is. Yeah, so it’s where you’re pledge your birthday to announce that I have to revamp it and steal it and make it a thing again. Well, good luck sounds like a bill. I don’t know. Uh, all right, but, so what is, what are some examples of peer to peer if it’s not, it’s not the birthday giving. Yeah, so it can be like on your giving days, right? That is a great way for you to share a link to your peers that says I’m giving to this or I support this cause and you guys should look into it and we love your support as well. And that is the easiest way to do something like that, um, or even just inviting people to come to like an event or come volunteer with somebody like I’m gonna volunteer come volunteer with me learn more about that place and that will give you the opportunity to engage a little bit further with those individuals. Do you have uh support resources for for folks who want to do a peer to peer. Is there, is there like brand, you know, branding stuff that they can use so we see a lot of the nonprofits that we work with do you have a set up where it’s almost peer to peer in a box, right? So a donor can come and say hey I wanna fundraise for your mission and easily set up a campaign to. Um, make that happen. OK, what’s what goes into that toolbox? Essentially it’s you need a story. You need the mission, you need the organization and then you tell your story and you ask your peers for donations and it’s, you know, the simplest way of giving. what is the nonprofit offering in the toolbox that supports the peer to peer. They would just offer samples of how. To get set up they would recommend how you set up your page, um, give it an example of a mission story and how that individual could get involved with the marketing materials all the elements logos, yeah, exactly. Yeah, and then tips on fundraising, right? Like who to ask, when to ask, how to ask. All right, great fundraising advice. What else? uh, we could spend a couple more minutes together. What what have we talked about you did your session on the nonprofit radio listeners. I think one of the things that we didn’t touch on is really remembering that younger, more diverse donors want authenticity. They want to know that they’re helping um individuals that are directly impacted by your mission and they don’t want performative actions they have to be. Believe that you are truly making a difference and that they can help and often they respond to what’s going on in the world at the time and Gen Z donors are more likely to give to a moment in need um whether it is Black Lives Matter or conflict in the Middle East right? so um that is how they like to respond. Yeah, I would say don’t discount the young professional groups, um, a lot of people, uh, so I would say myself as a geriatric millennial. Um, or better than a baby boomer. It’s that I’m on the Gen Z millennial cusp, so I call myself a Genial, um, but there is a certain aspect of our careers that we were on the hustle and the bustle right like. How do we move up to the next level, um, getting degrees and propelling ourselves in our careers and getting better titles, making more money all of those things, right, um, that should not be discounted because another generation looks at it a little bit different because we. Still feel the exact same way we still wanna support those causes um we still wanna be involved intricately in nonprofits, especially ones that we’ve identified as something that we care about in our own hearts um but we just do it a little bit different than maybe Generation Y does, right? um, like my daughter, she is just like, yeah, no we don’t support this store this store this store anymore mom and I’m like, OK, well why? And she’ll tell me her reasoning and I always say, OK, you gotta find your. You gotta find some stand for something or fall for anything right? so that’s cool, but where do we draw the line in some of these spaces um so I don’t discount the way that she looks at things, um, as a younger generation of people coming up and how she wants to support things and then. I know that I’ve worked really hard to get to a certain spot so I have discretionary income and now I’m at a point where I can really make impactful contributions to a nonprofit so don’t, uh, I want the frictionless type of digital giving as well but I still wanna be engaged almost kind of like the. are engaged, you know, like take me to coffee, you know, make me feel kind of special, um, let’s talk about some things. How can I not just give you dollars but how can I also give you my time and my talent in other spaces than just volunteering at an event. Um, serving on boards of directors, all of those things that are older tried and true methods that we kind of feel failed by the wayside, there’s still a group of us that really put a lot of value in those those efforts, right, um, and that kind of breeds the life of nonprofits, so to speak, um, but I think that. Community aspect is something that we all have in common no matter what the generation is we’re looking on how to impact the community it’s just done differently by each generation um boomers are more trust they wanna know that they trust the organization to give what they’re they’re giving their money to do what they need to for the mission. Um, Gen Y wants to be have the E’s and Generation Z and millennials wanna know that you’re mission driven, right? Like you’re actually focusing on things you’re supposed to, but we all still want to impact the community in some way. All right, I think we should do it there. Perfect, perfect closing. Thank you. Thank you, Demetri. That was Demetri Lightfoot, senior director of philanthropy at Youth in Need. With Demetria is Nicky DeFalco, director of Partner success at One Cause. Thank you, Demetria. Nikki, thanks very much. Thanks for having us. My pleasure and thank you for being with Tony Martignetti Nonprofit radio coverage of the 2025 nonprofit Technology Conference where we are sponsored by Heller Consulting Technology services for nonprofits. Next week, our 25 NTC coverage continues with we’ve been hacked and smart data storage. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for June 23, 2025: A Conversation With Art Taylor

 

Art Taylor: A Conversation With Art Taylor

He’s the recently appointed president and CEO of AFP, the Association of Fundraising Professionals, so we’re on hiatus from our 25NTC interviews for one more week. Art explains the value of AFP in our community, including enforcing professional ethics; reflects on our challenges and how to advocate for our sector; shares his thoughts on fashion, guided by his wardrobe stylist wife, Yolanda; challenges us to improve donor participation; and urges us to take responsibility for our community’s image and performance.

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Last week, we promised a return to our 25 NTC coverage this week. Uh, it’s not happening and I blame the associate producer. On another topic, this is show number 745. That means we are 5 weeks away from the preeminent 15th anniversary and 750th show. Stand by 5 weeks to go. Oh, I am glad you’re with us. I’d be hit with auricular hypertrichosis if I had to hear the hairy idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up this week. Hey Tony, we’ve got A conversation with Art Taylor. He’s the recently appointed president and CEO of AFP, the Association of Fundraising Professionals. So we’re on hiatus from our 25 NTC interviews for one more week. It’s not my fault, blame the pod father who writes my script each week. Art explains the value of AFP in our community, including enforcing professional ethics, reflects on our challenges and how to advocate for our sector, shares his thoughts on fashion guided by his wardrobe stylist wife Yolanda, challenges us to improve donor participation, and urges us to take responsibility for our community’s image and performance on Tony’s Take too. Hails from the gym. Another semper fi moment. Here is a conversation with Art Taylor. It’s a pleasure to welcome Herman Art Taylor back to nonprofit radio. Art is president and CEO of the Association of Fundraising Professionals AFP. He had been president and CEO of the Better Business Bureau Wise Giving Alliance from 2001 to 2025 this year. At the Wise Giving Alliance, he co-authored the overhead myth letters with the guide star and Charity Navigator CEOs. That was 2013 when art was last on nonprofit radio with the two other CEOs. He’s been a lecturer at Columbia University and adjunct faculty at the Indiana University Lilly School of Philanthropy. You’ll find Art on LinkedIn and AFP is at AFPglobal.org. Welcome back, Art. It’s good to see you. Tony, thank you for having me back. It’s been a while, but, uh, obviously I’ve been following your, your amazing journey with this platform, and it’s just been, uh, unbelievable that you could stick to something as long as you’ve had. Well, thank you. Yeah, we’re coming up on our 15th anniversary will be in July 750 shows. But congratulations to you on being appointed president and CEO of the enormously wildly popular and important association of fundraising Professions. I’ve been following you. Congratulations. Well, thank you, Tony. It’s a great honor to serve the fundraising profession in this way at this point in my career, and it’s obviously quite adjacent to what I’ve been doing over the last 24 years. So it’s uh a great uh way to see how a person’s career can come together and in my opinion fit pretty squarely within the the bounds of what fundraisers are trying to do both from a performance and an ethical standpoint. Obviously, a lot of people agree. Otherwise you wouldn’t be president and CEO apparently, right? They do. Uh, I didn’t include in your bio your law degree. You and I went to the same law school. Temple Temple it’s the Beasleys. I don’t call it that reminds me of Mrs. Beasley. Remember the little doll from uh the, the TV show with Sebastian Cabot, a Family Affair? I do, I do remember, uh, Brian Keith. Sebastian Sebastian, the little girl had a doll, Mrs. Beasley, uh, so I don’t call it the Beasley school, but I think you left when I got, did you, did you get your degree in 1989? 1989. That’s right. And did you go full time or at night? No, I went in the evening. I worked at a nonprofit, uh, all day long as a CFO, and then, um, at, at night I would go to classes and it’s quite an experience. Uh, I started in 1989, so you, you graduated, but I always admire, I went full time, but I always admired the evening students because I knew they were go-getters, you know, they didn’t, they, they weren’t, uh, their jobs were demanding, and here they were 4:30, 5 o’clock, 6 o’clock, walking up the steps at Temple Law School, and they’re sitting in for another 2-3 hours of class as I’m walking down the steps to go home. To have some dinner and, you know, and start studying. So I, I always admired the evening students, uh, the, just the, the ambition that it takes to get a law degree while you’re working full time. Yeah, well, you know, when you start out, you don’t really think about it that way, um, and then when you get in it, there’s so many other people who are doing it, you just kind of go along with the stream of activity, you know, you just, you’re just kind of in it and it just becomes a part of your life. But it was challenging, um, also extremely rewarding and, um, got to meet some really fun and interesting people. And learned a lot to uh carry with me even though I never practiced law, believe it or not um it has helped me in enormously um important ways everything from how I think about a problem to understanding some of the legal ramifications of issues that we get into um even policy, Tony, it, it helps you shape how you, um, envision creating policy internally and externally. And risk management issues, um, and also, you know, when I got in, the reason I wanted to go to law school was I was practicing as an accountant and my thought was that accountants sort of account for what happened, you know, we sort of keep track of what happened, but lawyers kind of create these transactions legal instruments and make it, make it happen, yeah, and I sort of felt that this would be a complete. Um, full circle way of, uh, growing in my career, and it did, it helped me quite a bit in that way too. Yeah, law degree, very valuable. Yeah, uh, enormously. I only practiced for 2 years, uh, but I, I agree with you. I find that having the law degree enormously valuable in the way you attack problems, think about things, yeah. Well, Tony, you know, the big difference today though is. I think when I was going to law school, it may have cost me $3000 a semester. I don’t think there’s a place you can go for that price today. Uh, it’s probably 200 times that now. Um, so let’s talk generally about uh AFP, you know, just acquaint folks with the, the work of our association of fundraising professionals. Right, so, uh, AFP has been around now for almost 70 years, and, um, it is the, I think most discussed organization focused on the fundraising profession. Uh, we have about 25,000 members who work in all aspects of the nonprofit field. Um, both educational institutions, healthcare institutions, um, museums, nonprofit organizations, large and small, um, people both in Canada, in Mexico, and some sprinkled in other countries around the world. And so it’s um a pretty broad and wide uh membership and um people through all aspects of their career. Um, from the beginning until even into retirement, remain members. And it’s, it’s quite remarkable to um know that people find our organization as valuable as they do. Um, we’re focused though primarily on helping our members do their work better, more effectively, um, but also ethics. Um, we think it’s really important that members do their work ethically because as you know, if donors trust our people, our fundraisers and even our organizations, they’re going to give more. And so the ethical piece of this is really important, and we have a code of ethics that all of our members must sign off on before they become a member. And um in cases where there are challenges to that members notice to their code of ethics, we’ll even adjudicate a case where a person can be sanctioned for violating the code of ethics. In fact, I was on the ethics committee before I joined AFP for about 8 years. And we hear cases where a member accused another member of violating that code, and we would go through a process whereby a person was either determined to have violated or not violated that code. What are the common violations that you see. It can be any number of things. Um, it can be someone stole another person’s um uh content. It could be someone was accused of getting paid on a commission basis, which we don’t allow um a percentage basis which we don’t allow, or any number of other violations, Tony. And when they come, as I said, there’s a committee, there’s a group of us who would be assigned to hear that case and we make a determination and the member will be sanctioned anything from um losing their membership for a year or permanently to Um, not being able to participate in certain activities, um, we try to uh make the sanctions match what the offense was. I did not know that there’s enforcement of the code of ethics. The code of ethics, I think, is widely known. I hope it is. I didn’t know that there’s an enforcement mechanism too. Yes, the AFP code, the AFP code, and we have the ethics committee that really does that, and it’s an independent group from a, well, the board of directors obviously sanctions it, but it doesn’t participate in those cases. The ethics committee does all that work. Well, Art, uh, the, the challenging times we’re facing, you mentioned, you know, trust, not only of fundraisers, but trust of nonprofits, uh, the, the trust of the nonprofit community. Some, some individual nonprofits like Harvard and Columbia Universities and National Public Radio and the Corporation for Public Broadcasting and Planned Parenthood, so we’re seeing it on a micro level and we’re also seeing it on a macro level. Just last week or two weeks ago, I think it was 2 Wednesdays ago there was this uh charade of a congressional committee hearing. About how it was called something like NGOs gone wild. You could tell, you know, it was, it was objective, uh, it was a very objective assessment of our nonprofit community, not, um, you know, the, the look, the Trump regime is challenging our sector badly. Uh, months ago, Elon Musk called us a Ponzi scheme, uh, and just, just a week and a half ago when you and I are recording, there was this, I think, shameful committee hearing, uh, the, the, uh, at the department of, or the, the committee for the, for the, the support in support of the, uh, the doge work. Um, what are, you know, what is AFP doing? Well, first of all, we’ve been trying to stay abreast of all of these activities and keep our members informed and we have um great government relations work that um we um are hearing from on a regular basis, both about the challenges but also about some of the opportunities. Right now we’re pretty focused on the the this big beautiful tax bill. And there are some opportunities within that, particularly for us to finally get a universal charitable deduction for all of, um, everyone who files a tax return, regardless of whether you itemize. And that will be wonderful because we. Anticipate through studies that it could raise about $40 billion more in charitable donations and so we’ve been really trying to get behind that to get legislators to support this and it looks at this point like it has a good chance of passing with this bill and you know they we’ve also been trying to work to eliminate some of the more challenging uh provisions in this tax bill that could affect nonprofit organizations such as. Uh, extra taxes on foundations which could obviously hurt, you know, what nonprofits are able to get from those organizations and, um, um, making sure that um there’s no provision to single out particular types of organizations to be penalized in ways that um would make all of us in some ways vulnerable to that kind of attack. So, um, we’re, we’re paying obviously a lot of attention to that and trying to make sure that through our legislative processes we’re able to help. We had success, uh, in the House of Representatives where the, uh, the provision that allowed the Secretary of the Treasury to unilaterally designate a charity as terrorist supporting got stripped out. Uh, we need to keep that out, you know, we don’t want the Senate to add that back in. That’s another, that’s another talking point that I’ve been encouraging. Um, but yes, the universal charitable deduction, that’s outstanding. So non-immis, non-itemizers can get what is it, it’s, I think it’s a $150 individual deduction, $300 for a couple, right, that’s valuable, but there is a lot that’s bad in this bill for, for the sector, you know, these, these individual charities being attacked, um, financially. We, we just don’t know, you know, I, I use the metaphor of a domino row. Like those are the 1st 4 dominoes, the 4 I mentioned. Who’s the 5th which is the 5th domino? Might it be your nonprofit is number 5 or 6 because we know what happens when the 1st 4 fall. So, uh, so we have, so AFP has, I’m sure you have. Uh, government affairs, government affairs, either contractors or, or employees, and, and our, our contractors are also similar to contracting with other, uh, similar organizations and, and who are making sure that we’re all informed. So what you’re, what you’re experiencing with this work is a concerted effort. It’s not just AFP, but we’re joining forces with other organizations through our um legislative support. To make sure that many organizations are a part of what’s happening here and, and also being formed and, and weigh in where necessary. Does that include working with the National Council of nonprofits with Diane Yentl, she, she does, yeah, she was the sole positive voice at that uh at that committee hearing. Yeah, it was awful. It was awful the way she was treated. Oh, she was personally attacked. Yeah, it was awful and, um, you know, I think that. Uh, I actually thank God for her courage and uh for her commitment to this work. And, um, you know, all of us in the nonprofit sector owe her a tremendous debt of gratitude for what she’s been willing to go through, not willing, but she’s doing it because she knows she’s, it’s, it’s what she does. It’s the kind of person that she is. And um I can’t thank her enough on behalf of our organization and um many others who may never come in contact with her for her commitment and strength and um her willingness to stand up for all of us. Does AFP have any lawsuits against the regime? We don’t we don’t have any lawsuits as of now, but supporting the councils, yeah, OK, OK. Um, What, what, what can you encourage folks to do, uh, on an individual level? Well, you know, we’re having our virtual Hill day this week. And so we’ve asked our members to reach out to their congressional um delegations to talk to them about the importance of some of the issues that we’re talking about right now and to be supportive of the great work that the nonprofit sector does. I think most people kind of understand, but you know, we aren’t great in our sector at talking about ourselves. And it’s understandable I guess we don’t spend a lot of money marketing our work, we just go out and do it and so what you have are um people who don’t quite uh connect that some of the good things are happening are happening because of nonprofit organizations and um some people don’t even understand that the service they received was through a nonprofit organization. And so we’ve got to do a better job of telling our stories, but um we’re asking our congressional delegations to be supportive of the great work that nonprofits are doing in their districts and in their states and to look at, look for ways to assure that the field is such that we can continue to do this important work and uphold our democracy. You know what I fear, Art, is that we, we’ll get the universal charitable deduction at, at some level. Maybe that’s, it doesn’t really matter. Let’s say it stays at $150 per person, $300 per couple. We’ll get that, but we won’t get the attacks against the sector removed from the bill, both on the micro level, those 4 or 5 I mentioned. And on the and on the macro level in terms of USAID, State Department funding, you know, so like they’ll throw us a bone. With the deduction but end up hurting the sector very badly and the, and the image of the sector. Yeah, well, I worry about that too because along with the money comes the vote of confidence, right? I mean, when government says we think that there should be a robust and free nonprofit sector, it’s basically saying to its citizens, this is good for us. And when government attacks it and fights it, you know, people get a very different impression of what we’re doing. However, with that, I’ll say. That Regardless of what happens, you will always have nonprofits. People will fight, people will struggle, people are gonna support each other because it’s the human instinct to be supportive and helpful to each other. What we have to do, I think, Tony, is make sure that our Congress and our um our senators understand the extent to which we’re under attack. We’re not sure that they all do. We’re not sure that every senator and every congressperson has focused on these issues, and we’ve got to make sure in our own organizations and organizations from people who are hearing this, hearing this show that you can make outreach to those people in your, in your area to make sure they understand that we’re under attack, that these are real. Policies and potential laws that are going to be enacted that could have a deleterious effect on what we’re able to do locally in our communities. It’s really important that you not take for granted that they already get it. They don’t get it in every case. We have to get out there in front of them and make sure that they do and. You know, I know that there’s some fear that people have right now, um, of being critical of what’s going on, but I would hope that we could get beyond some of that fear and at least tell the story. I mean, we don’t have to be particularly critical. We can just say, you know, in our organization because of the resources we get, people get fed, or because of our organization, people who can’t get to their cancer treatments are able to get there, or because of our organization. You know, people who are, um, depending on uh being having a free access to their religion can actually do that because of our services, you know, we have music for kids who are trying to learn how to play instruments and they don’t get that in school. Um, and because of our organization, kids can get college educations and, and community colleges can thrive. So the kids who are trying to get the best value out of education can do that through a community college. Kids can get student loans. And let’s talk about that. How many people can go to college today without some type of student loan? And these could potentially be under attack too. So let’s not assume that every congressperson understands the value in what we do, and we need to get out there and make sure that they do. Because there are so many constituencies that are hurt by this big bad burdensome budget bill, uh, you know, the, um, Medicare, uh, Medicare, yeah, the, the potential Medicare cuts, uh, potential Social Security cuts, you know, so there’s so many cons and and other things, there’s so many constituencies, um, we need to make sure our voice gets heard. And, and you’re right that It, it should be directed to the levers of power, you know, sometimes I, I get concerned that we, we share each other’s posts on LinkedIn, you know, but that’s just that, that’s our echo chamber. Everybody, everybody we’re connected to on LinkedIn is already aware of the problem. Your, your LinkedIn connections are your, are your nonprofit colleagues. And we’re all in the community together, but beyond the our echo chamber to the levers of power and, and to the extent it’s possible to the public too, because, because our, our image is being. Badly, not worse than just tarnished, it’s being badly destroyed by the, the words in, in Congress and from uh the executive. Yeah. And I can’t believe that most Congress people want to hurt nonprofits. Um, many of them are parts of nonprofits themselves, you know, um, many of them were able to get elected because of their service in nonprofits. You know, they became popular because of the good they were doing in their communities through those nonprofit organizations. So, you know, let’s just be real here, and let’s be real. I mean, if you’re a congressperson or even a senator, there’s a nonprofit in your community that you’ve been connected to. Are you really willing to stand back and let that organization suffer for no reason? Um, and that’s basically what we’re talking about here. Someone decided that it’s time to hurt nonprofit organizations or to make them, um, operate in a way that we want to see them operate instead of giving them the freedom to operate in a way that they can best serve people. And are you willing to just stand around and let that happen? And that’s just kind of where it is. It’s really that basic. It’s not anything more than that in my opinion. And we have to, um, hopefully, you know, with our energies and in our concerted efforts, help them appreciate that um they’re connected to these organizations too. And if you’re really about delivering constituent services, how are you gonna do it if you’re not you’re doing it through government because you’re cutting all the government services out. And, and nonprofits which have been um great partners with government in delivering services to constituencies in every state. It’s time for Tony’s Take two. Thank you, Kate. I’ve got no tails from the gym. This one is, uh, and another semper fi moment, two Marines meeting in the gym. Uh, our last semper fi moment was uh back in March. Uh, it was actually the March 31st show. Two Marines met then, two Marines met this time. Uh, one of them is the same, uh, Rob. I’m not sure I knew Rob’s name at the time. I, I actually, I think I did the other guy, the other guy couldn’t get his name in. Because Rob was a little, little chatty, chatty former Marine, and I don’t, I did not catch the name of uh this uh second Marine uh this time either. But what I just admire is the way these, these guys have this love of the Marines and this camaraderie years after having served and, and, you know, they didn’t know each other, they didn’t work together in the Marines that, but these, you know, former Marines, they, they come together and uh. They just, they bond over their acronyms and Marcom and whatever, you know, I didn’t, I didn’t catch as much of this conversation as I did the uh the one back in in March, but it’s, you know, it’s two Marines. It’s just, it’s just very clear and, uh, and they always end, they end the conversation, you know, they don’t say goodbye, goodbye is or take care, that’s not the last word. The last word is simplify. And then they and then they part. So it’s, it’s admirable, uh, really, I, I, I’m not mocking it at all. It’s just, it’s a strong bond among former Marines who never served together. They just have that common Marine Corps bond between them. So, simplify. That is that no, I’m not qualified. I can’t say simplified. I was not a Marine. I was in the Air Force. We didn’t have, we didn’t have any mottos. We just, uh, I don’t know, we were like the sissy boys of the military. I don’t know. See that seems to be the stereotype anyway. It’s not true. We were not sissy boys, but that seems to be the stereotype that’s out there among, among the, uh, the more. Highly testosterone laden, uh, army and Marine Corps and navy seems to be the the misguided stereotype. So I won’t say simplify. I’ll just say that is Tony’s take too. Kate. You didn’t have like a motto, you didn’t even have like a goodbye. No you can remember? No. There’s no secret handshake, no motto, no, I mean, there was codes of conduct, of course, but nothing, nothing like the Marines have semper fi. We didn’t have anything like that. We were just the sissy boys. I don’t know, sissy sissy boys. I’ve never heard of that. Uh, you weren’t in the military. Uh, I don’t know. I, I mean, you don’t, you don’t hear it among the Air Force, so we don’t, we didn’t call each other that. But once since I’ve been out through the decades that I’ve been out of the Air Force since 1989. I’ve, I’ve heard that, uh, the other branches of the military think that Air Force personnel are the sissies. Oh wow. Well, we’ve got booco but loads more time. Here’s the rest of a conversation with Art Taylor, with Art Taylor. Going back to uh LinkedIn, you, you posted about a, you posted about a month ago on LinkedIn something personal. You, you, you posted a brief bio, uh, you told us that you’re a citizen of the United States and where you were born, your parents, who your parents were, and that you have a birth certificate and a passport. What motivated that post? Obviously, um, you know, we’re in an environment right now where people are being, um, Detained for many cases, no reason. Um, we have concern now that um even people with legitimate documents are being swept up and taken away. And um I just wanted to bring some attention to this issue, and people have interpreted my um my LinkedIn post in many different ways. Some people have pointed out that By doing this, I might have normalized the behavior, right? I mean, oh, so, so now everybody has to let the world know that they have documents. What about the people who don’t have documents? Are you basically saying they should go? And I understand that and and that wasn’t my intention, but I think it’s important to bring attention to this issue. Um I wanted to make sure that, you know, my wife and I talk about this from time to time. She says, well, what if you go overseas? Are you gonna be able to get back in your country? I said, Well, maybe I should let people know. At the time, you know, there were people who were being detained for no reason, and I said, well, um. If I make a public statement, at least the world will know. That I am indeed a US citizen because I put my bona fides on a social media platform. If that’s what they’re looking for, you know, for some reason you say I don’t have a passport when I get to you, I actually do have a passport and you can check it out and the world knows that I have a passport. So there’s some protection and just people knowing. But the main thing was to really bring attention to this issue. You know, I. I, I’m not a person to um. To really um express what our immigration policy should be here in this country. But what I do know is, um, throughout the existence of this country, people have come from other places and have contributed mightily to what we’re able to do as a nation. In fact, I would argue that we would not even be America if it weren’t for the energies, the enter enterprising nature of people who come from other places, combined with the talents and skills and willingness to work together with people who are already here. um, and then we have a large obvious, um, um. Gathering or not gathering, we have a large uh population of people who are indigenous to this country, who deserve our respect and appreciation and reverence really for laying the foundation for what later became this country, and we can never forget them too. So, um, in my mind, people are people. They want to create opportunities. So that they can thrive in our society and so that people who um get here at one stage can move up through our, our society and become uh more economically viable and educationally successful and, and go lives for their generations after them. That’s what America is all about. And it just hurts me when I see that we’re looking at ways of, of curtailing that or limiting that. Now, I understand, you know, we wanna make sure people come here legally. I get that. And we wanna make sure that um people are given um the right vetting, so that the right people are coming here. But I, I think the idea of just saying, you know, you look a certain way or you may have had a history of being in a certain country and therefore you should be gone. I don’t quite understand that. And so, um, you know, that’s just my personal opinion. That’s certainly not AFP’s, you know, position. I’m speaking about how I see things. Um, and so I, I don’t, I don’t necessarily go along with that. A lot of people would disagree. You know, everyone has the right to their own opinion on this. But I feel that um the, the people that I’ve interacted with from other countries have for the most part been hardworking, rising, and looking for opportunities to grow and help our country thrive, and they should be given that opportunity as far as I’m concerned. I was in New York City just last week and I intentionally took a ride on the Staten Island ferry so that I could go by the Statue of Liberty. I wanted to I wanted to see it and you you see it both ways on the, on, on the ferry to and from Staten Island. Um, and it You know, it, it struck me in a different way than it has in the past. I, I, I, I, I took it for granted in the past when I would ride the ferry or see the Statue of Liberty sometimes you see it from an airplane as you’re going in, especially going into LaGuardia, um. It, it took on a different meaning, uh, or, or it, it took on a greater meaning because the, the, the liberty that it represented for, for millions of, of immigrants is, um, is in question, we’ve got a regime that is, uh, and I intentionally call it a regime. I don’t think it deserves to be called an administration. That’s me, that’s Tony Martignetti. uh, I don’t, I don’t think it deserves the uh imprimatur or the, the, uh. The respect of an administration. So, you know, uh, there are elements of people in the elements, there are individuals in the, in the regime who want to make this a more white country. Uh, they, uh, they, they, they’re all for, you know, the 1st Amendment and the 2nd Amendment and due process for the right colored people, the white folks, and everybody else is, uh, A little suspect to these, to these. People in the, uh, the senior levels of the regime. um and uh and so the the the Statue of Liberty, you know, it, it, uh. It means something and, and then I, I also thought of it at a different level as a gift, that was a true gift to the nation. I, I, I don’t believe that the, the Qatari jet is a, is a gift to the nation. Um, but that was a secondary, uh, that was beneath my My first thoughts of just what that statue represents for millions of people, uh, and it’s, um, what it represents and, and what it claims, you know, give us your tired, you’re poor, you’re hungry, your huddled masses doesn’t say anything about what skin color they are, what country they come from, what their work visa status is, what, what they can contribute, where they, you come and you become an American. And, and that’s under threat. Yeah. Well, um, you know, the, the racial thing has always been, um. Just uh a scourge on our country, I think because the bottom line here is that we need everyone to be productive and uh vital in um delivering the best that they have to offer to the development of our country. And so, um, it, it just doesn’t make sense for us to say, you know, here’s a category of people that we’re just gonna relegate to the, the bottom of our society because of how they look. It makes absolutely no sense. It’s never made any sense. And obviously people of various um racial backgrounds have contributed mightily to the success of the country. And you know where we are today, it seems that. We those of us who have been discriminated against in the past because of racial um. Because of racial issues. You know, we now, um, we fought for integration into our society. We had to fight for that integration. And um we were getting closer to full integration and now it seems that the people who um didn’t want to see that happen or people who fought against that are basically saying um you were never discriminated against to to begin with and so um. You should just uh go back to being the way you were, and you know it’s interesting cuz. There’s some people who are now saying fine if you don’t want us to go to your restaurants or if you don’t want us to participate in your businesses, we’ll do our own thing. And so we start doing that and then you know the question comes up, well wait a minute, you’re discriminating against us you’re discriminating. You’re you’re canceling me. My restaurant is canceled. Yeah, they’re fine. If you don’t want me to go, then I won’t go, but But now, if we create our own, now we’re discriminated against you. So it’s, it’s kind of a weird dynamic. I mean, we, we can’t be integrated, but if we try to do our own thing, then, then we’re not being uh fair to, to others. So it’s, it’s really strange, uh, Tony. I mean, what are we supposed to do, right? Really weird Well, What we, what we need to do is push back at this point against the uh the budget bill that’s now in the Senate, it’ll certainly go back to the house because the Senate will make changes and we need to influence those changes. Um, Yeah. You mentioned on a little lighter subject, uh, your wife, your wife, uh, Yolanda. She’s a wardrobe stylist. That’s how, that’s why you’re always styling. I see. I love black turtleneck. You’re you’re great with black, black turtlenecks. You must have drawers of turtlenecks. Um, yeah, she’s a wardrobe stylist. I love that. Talk, talk a little about your, your wife Yolanda. Oh, Yolanda is unbelievable. You know, my wife worked 31 years as a flight attendant for Delta Airlines. And When COVID hit, it was clear that it was time for her to retire. And so she’d always been styling women just as a a courtesy, you know, she’d see how. People were dressed or they would come to her and say, hey, what do you think of what I’m thinking about wearing and she would give them ideas. But when COVID hit, she said, you know, maybe I’ll do this full time as a business. And so she started at the style table. And it’s been a remarkable journey for her. Um, she has gotten so many interesting clients. She was featured on. The Today Show, um she’s been on uh local uh TV here in DC because of the work that she’s doing. And her whole orientation is to try to make women feel great about themselves and to be confident with what they’re wearing so that they can be confident in their lives. See, for many people, clothing is either a stressor or it’s something that gives them uh great confidence. And um if your clothing isn’t, uh, if your closet isn’t organized, well, it’s a stressor because you’re now thinking about what do I put together, where do I find it? And, and so she will help women get their clothing in order and then help them find. The many outfits that they already have in their closets. Uh, data says that something like 20% of the clothes we have is what we wear, so 80% we just have sitting there. And when she goes in to do what’s known as a closet edit. It’s a whole psychological thing that women are going through. Why do you have that? Um, I don’t know. Well, you know why? Tell me. Well, I was with so and so and he bought it for me like 20 years ago and I can’t. Well, where is so and so? He’s gone. He’s not why are you holding on it. And there are emotional reasons why people hold onto their clothes. So she’s, she’s working with them to help them get rid of those and help other people, get them to people who can relove them. Including donating some of those clothes, and she’s also very big on environmental issues where, you know, fast fashion can be a problem for our environment. And so she tries to get people to use, you know, more classic items that they can repeat and rematch and remix, but it’s an, it’s an amazing process that she goes through with her clients and they love her. I mean, I, I know who’s talking about my wife, but. These women actually love her for what they’ve done for her and so I appreciate you letting me talk about her because I could talk for the whole show of course at the business is at the table. Her, her advice about classic pieces strikes me because that’s what my mother always used to recommend get buys basic classic pieces that will last, whether it’s jewelry or foundational wardrobe pieces. Um, and by good quality and you’ll get a decade or more out of use, decades, uh, from them, um, and, and they, and they’re very likely, you know, not gonna go out of fashion. Um, that’s right. So, so she helps you. Does she help you? Does she, she, well she tries, but I, you probably her toughest. I’m, I’m probably her toughest customer, but I’ve been trying to, um, be a bit more, um, open to her style. So my, my problem, Tony, is when I grew up I didn’t have any money. But um there were people in our neighborhood who sewed and they would always look great. So they get fabric and they make their own clothes. But I didn’t know how to do any of that, you know, I was an athlete and had no money. And so, um. What happens is you realize that you can’t compete in that field with, you know, some of your classmates, so you just kind of let it go. Just surrender, surrender, you know, I’m, I’m not in. I can’t surrender take any pride from that jeans and jeans and a t-shirt we just do every day and I’ll, I’ll, I’ll wear a different t-shirt, but yeah, all right, and then, you know, you kind of grow up thinking that, OK, I have to do other things so that people will overlook how poorly I’m dressed. I need to overcome. What was your sport or sports? Oh, I’ve played baseball and basketball in high school and college, yeah. Where did you go to college? Franklin and Marshall, yeah, F&M, yeah. So it was, you know, it was, uh, one of those things where, you know, I just can’t compete. And then when I was old enough to maybe have some decent clothes, I just never thought about it. And I would just do maybe the minimum, you know, and never really thought about how. The way I dress can influence how people perceive me, and it’s true, you know, the first impression, right? The first impression before, before there’s a word out of your mouth, before there’s a hand extended to shake, you, you look like, you look like something. People are, people are looking at what you look like. So you know, I’m trying to get better at it and she’s, she’s a real assist. I, I. I tell people, do not judge my wife based on how I’m dressed. Believe me, she’s a lot better than what you see being interested in me. You get a lot of perks being married to Orlando, the perks from 31 years with Deltas and now wardrobe, uh, in-house wardrobe advice. She’s, uh, and, and I couldn’t, that’s only the beginning, you know, she says I married her for flight benefits, but I tell her, no, no, no, there’s so much more. My wife is. Uh, a person who just loves people. She, um, always has a project that she’s working on and the project is a human being. Uh, a day doesn’t go by where she’s telling, not telling me a story about someone she’s trying to help who’s in a tough spot right now. And. Um, sometimes there are people that she barely knows. You know, I, when I was at the Wise Giving Alliance, we’d have this debate back and forth about whether she should be giving money to people on the street. Because at WGA, you know, we’re always saying you should give thoughtfully and you should give, um, obviously based on a heart too. But um I would say to her, so, um, every person we pass you’re giving money to is that the wise thing to do. She says, I don’t care about whether it’s wise. It’s what I think I need to be doing to go to heaven. And you know, God has been good to me. So if someone needs a few dollars and I have it, I’m gonna give it to him and I don’t care what they do with it at that point. I hope they do something good with it, but if they don’t, you know, that’s kind of on them. So that’s, that’s kind of how she is. She’s just um. A very special individual that um I have been very fortunate to have come across and have in my life and to be married to. Well, give her, give her our regards from nonprofit radio. You’re not a lost cause. Tell her, don’t give up. Don’t, don’t give up on art. You can go to heaven. You can go to heaven if you can help Art. Keep, keep helping your husband. Um, all right, so, you know, we, uh, going back to the, the challenges that the sector is facing, we did have that big win in, in the House of Representatives where that, that burdensome provision got removed and, and we, uh, from what I read, it’s not likely to come back, but we still have to be vigilant about it. But you know, so building on that success, you know, our voice makes a difference that that didn’t just happen because. The House of Representatives, you know that your members of Congress thought, oh, that, that, that doesn’t sound like a good idea. They, they didn’t even know about that provision in this enormous uh 900 page bill or so 1500 page bill, whatever it is. They didn’t even know that that provision was in there until we in the charitable sector brought it to their attention and got it removed. So our voices do make a difference. We’re not gonna win every time. We’re not, but we can win some. We can win. So, well, with, uh, leave us with that, that, that, that encouragement, please, yeah, I will. And but I’m also gonna suggest that we have other issues aside from government that we need to begin focusing on. Um, one of which is the massive decline in donor participation that you may have been tracking, you know, if you, if you border off 2018 and go back 20 years, we were giving at um 66% of families were giving to nonprofit organizations. By 2018, it’s gone down to 49.5%, and that number continues to go down. So we have a big problem, I think. In donor participation. And why is that important aside from the money? Well, Those everyday donors give nonprofits the freedom that they need to do the kind of work that only they can do in their communities without the um extra stress that could come from large donors pushing these organizations to do work a certain way. It also gives them the ability to operate independently of, of, um, programs. So a lot of times you get a large grant and that program money doesn’t cover the administrative costs and organizations must have freedom to operate administratively, right? to run a good organization. So, um, What’s happening, you know, the Generosity Commission released a report. Um, telling us some ideas that we could begin focusing on. I was co-chair along with, um, uh, uh, my colleague, um, from the Kaufman Foundation, John, um, Gosh, I’m blanking on John’s name. He’s gonna kill me for that. But we, we co-chaired the government relations and Policy Task Force. For the Generosity commission. And as a result of that, we were asked to share ideas for what we could do to strengthen everyday donor giving and participation. And lo and behold, there were some things that we found that we could do with government. Many of the things that we’re trying to do now, increase the The universal tax deduction for people, but a lot of them were cultural. Meaning that there’s something going on in our culture right now that drives people who are generous to give things other than Institutions or nonprofit organizations. And we’re very concerned about that. It could be just a general lack of trust in institutions that are driving people not to give to nonprofits. It could be a different orientation toward giving. Than we’ve seen in past decades or generations where people don’t feel like um giving to an organization is the right thing to do or they maybe come from places where government does a lot more and it’s odd to be giving to an independent organization. It could be that younger people are feeling they don’t have money to give right now. Because they have student loans and they have uh families that are needing their money and they’re not making as much as they need to make to make ends meet. It could also be that, you know, Tony, remember when when you and I were starting out. Um, we go to work and there was this campaign. That the United Way would launch or other organizations would launch in a workplace and someone would come around with a pledge card and say, hey, here’s um a pledge card we need you to give $5 out of your paycheck every week so that our company can compete with all the other companies in our city to see who’s the most generous from our employees. That’s hardly done anymore. But that was an engine for massive amounts of small donations. Same is true with the combined federal campaign, which is just a fraction of what it is, uh, of what it was, you know, today, for federal for federal workers and then and then later on the the current attacks against the sector, hurting, hurting our image and, and therefore our, our likelihood of getting donations. And, and then, you know, the fundraising profession has done what it does, right? It, it looks at, well, where, where can we expect to get the most money with the least amount of resources. And that happens to be large donors. But of course, during this time, we’ve seen a separation between the middle class and the really wealthy, right? The wealthy have gotten far more wealthier than people have entered the middle class. And so fundraisers are saying, well, that’s where the money is, so let’s begin going after those folk. And so more campaigns are geared to getting large gifts than they are, you know, direct response kinds of campaigns. And then if you add the religious aspect, people aren’t attending religious services as much, which was also a place where large amounts of small donations were gathered. So, there’s some things going on in our sector that we’ve got to come to reckoning with. If we’re going to continue to see our democracy thrive because we also know, Tony, that when people give, they also participate in civil society at a much higher rate than when they don’t. So, um, voting, going to school board meetings, participating in community rallies or community town halls, all of these things. are highly more likely to be engaged in if people donate to nonprofit organizations. So, um, we’re, we’re gonna see some, we’re gonna see a shift in how America operates. And if you add on to that, what we’re seeing right now, you can see some real challenges as we move forward. So, while we are talking about the the challenges that government is putting on us right now, we also have to begin to think about What we’re doing in our own society outside of government, that could be keeping everyday people from giving to our organizations, we have to find ways to address that. And there’s some good news too. I mean, we do know that people are generous. And we see days like um activities like Giving Tuesday where large amounts are are collected via digital platforms, which is fantastic, right? And we just need to amplify those efforts and find other ways, maybe through culture, maybe people who we respect. If we don’t respect our politicians, maybe we respect our athletes and entertainers, maybe there’s a way for them to help normalize and um make giving fun and exciting and the right thing to do if you’re part of our country. Maybe they can help um. Influence what we’re able to do and that and make it something that people see as important, giving to institutions again. You know, one last thing on this, Tony, and I know I’m going on and on, but you know, I have a sense that With all of the activism that we’ve seen in our society. Designed to point out the problems associated with institutions. That we’ve also begun to think that, well, maybe these institutions just should go away, or maybe they’re not important anymore. And that’s, I think, sad because While you can point out flaws in institutions, flaws that probably always existed, by the way. Just today, we see them more because we have more ways of being um of, of creating transparency in these institutions, right? We see more things now. But these things always existed. It’s not that organizations, in my opinion, suddenly got worse. In fact, they may be better now than they were. In fact, I know they’re better now than they were. But what we see now can be troubling, and the it’s the flaws they get amplified, right? And so. People look at these things and they say I’m not gonna give to that. I’m not gonna be a part of that. Then what are you gonna do? When you tear something down, what are you gonna replace it with? You can’t get real work done outside of some kind of institution, some kind of organized effort is how things get done. So while we’re critical, and I, I certainly encourage criticism, I also want us to think about, well, what are we going to do once we finish criticizing the thing. Once we get done complaining and once our voices are heard. What do we do? Because we have to fill that vacuum with something that’s actually going to solve the problem. Tearing down doesn’t solve a problem. It just ends what was ever causing harm, but it doesn’t solve the problem and we need to make sure that we’re supporting things that actually can solve the problem too. And so that’s my um my encouragement to people. I love that people are activists, I love activism. But we also have to think about how we form solutions, and it’s not just by tearing down. Herman Art Taylor, president and CEO of the Association of Fundraising Professionals. You’ll find art on LinkedIn. AFP is at AFPglobal.org. And Art, I thank you very much for sharing everything. Thank you Tony. I, I really love that you’ve done this for so many years. You’ve made such a huge difference to so many people doing this. And I’m just honored that you’d have me come back on the show. Well, thank you for being a guest and, and thank you again for sharing. Next week, let’s really and truly get back to our 25 NTC coverage with tech to amplify youth voices and donor diversity. Yeah, you said that last week too. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. I hope we can trust you going forward. Mhm. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti, the one and only. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for June 16, 2025: Donor Advised Fund (DAF) Fundraising

 

Matt Nash: Donor Advised Fund (DAF) Fundraising

You shouldn’t need much encouragement, or any, to incorporate DAFs into your fundraising mix. But Matt Nash brings the encouraging stats. Then he explains how to overcome challenges, like anonymous donors; strategies for marketing and promotion; and tips on converting from transactional to relational fundraising. He’s from The Blackbaud Giving Fund.

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be thrown into fusospirolosis if I had to chew on the idea that you missed this week’s show. Here’s our associate producer Kate to tell us what’s going on. Hey Tony, I’m on it. Donor advised fund fundraising. You shouldn’t need much encouragement or any to incorporate das into your fundraising mix, but Matt Nash brings the encouraging stats. Then he explains how to overcome challenges like anonymous donors, strategies for marketing and promotion, and tips on converting from transactional to relational fundraising. He’s from the Black Bod Giving Fund on Tony’s Take 2. Keep contacting your senators. Here is donor advised fund fundraising. It’s a pleasure to welcome Matt Nash to the show. Matt is the executive director of the Black Bar Giving Fund, a donor advised fund sponsor. He’s an expert in donor advised funds and philanthropy. An experienced executive with a focus on customer relationships. He previously served as senior vice president of marketing and donor experience at Fidelity Charitable. You’ll find Matt on LinkedIn, and the fund is at Blackbaudgivingfund.org. Welcome, Matt Nash. Well, thank you, Tony. Glad to be here. Uh, and I’m glad you are. Donor advise funds, we’re gonna spend the time talking about the their value, uh, why we should be paying attention, uh, over help us overcome some of the challenges that small and mid-size nonprofits face. Those are our listeners, all in small and mid-size nonprofits, um, in case folks are not. Paying enough attention, uh, maybe there’s some. Uh, statistics or other reasons you can share for, uh, being optimistic, being, uh, being proactive about. Encouraging donor advised fund gifts from your, from your donors. Yeah, sure. I mean, uh, you know, I, I think that the small and mid-size nonprofits is a great opportunity for donor advised funds and because, you know, the donors that use it are basically straight, good old fashioned donors. They, they want to support the causes that are important to them and it’s not just the, the large uh organizations that they support. They support the local, you know, charities that they, they want to support in their community. And, uh, you know, just a couple of statistics just to give people a background about what we’re dealing with here is that right now there’s about $250 billion in funds and sitting and donor advised funds to be being able to be used for any charitable purpose. In fact, that’s the only place that could be used is for charitable purposes. And about, you know, in a year, about $55 billion of that is granted out to nonprofit. Um, and so you’ve got, and there’s about 1.8, maybe almost 2 million people that have these donor advised funds, uh, accounts at this point. It’s not a lot of people, but it’s, it’s a fair amount of money because they’re, they’re very intentional in their giving and we can talk a lot more about, you know, what, what the mindset of these donors are, but I think they’re great opportunities for the small and mid-size no advantage of these. And also, uh, donor advised fund donors tend to be very generous. In in other giving to the, to the charity that they, they might support through their donor advised fund, there’s this 2024 study from. K2D and Chariot, something like 96% of people who give to a charity through their donor advised fund, not something like 96%, uh, increase their annual giving to that same charity. I mean that’s remarkable. That’s nearly 100%. Yes, yes, exactly, right, and the you know the reason for it from my perspective is that the, the, the value of these funds is that it I call it for intentional giving. And what I mean, what I mean by that is that, you know, a donor has to think about, OK, I wanna set up an account that’s for charitable giving, so they’re predisposed to, to giving the charities to begin with, right? And then what they do is they’ll, they’ll have they’ll move assets into that fund. It’s can come from cash, much of it comes from appreciated assets of some sort, stock, bonds, those kinds of things that, that raise in in value, and when they donate them to the, to the, the, the, the uh donor buys fund sponsor, it’s basically. A charitable contribution at that point, and the full value of what they’re donating is, is recorded as the uh the donation. And so they don’t have to pay taxes on the selling the assets before they get into the fund. They donate to the fund. The fund turns them into the cash that the uh nonprofits can receive. So it, it adds to sort of Amplifies the amount that they bring in because they’re bringing in assets that, that, uh, would be more difficult to turn into charitable purposes. And, and then they’re now they’re looking for what are my favorite charities and I can and as an individual, I have one of these things. I think about who, who’s really important to me, and I have funds available to give them at any point in the year. Now, a lot of the donor advised fund sponsors. Uh, and, and the biggest ones, uh, it’s a simple Google, uh, Fidelity, uh, then is going down the top five. Fidelity, Schwab, National Philanthropic Trust, Vanguard, and American Endowment Foundation. So those are the largest that either, either at least 3 of those are commercial, but then, then there are many others that are, uh, community foundations, many, many others. I think I, I, I saw that uh there are more. Charitable donor advised fund. Uh, sponsors than there are commercial. Oh, by far, by far, I think there’s like 11,000 donor advised fund sponsors in the country. And many of them, as you said, are, are community foundations. So community foundation is, you can, you can donate to the foundation and they’ll have, you know, different things that they uh support, different funds that they support, but they’ll also give you as a donor a chance to uh move funds to wherever you would want and you just, you have, you hold their, the donor advise fund at that uh uh at that institution. And then sometimes you can have uh a single use uh donor advised funds like the Jewish Communal Foundation is a is a classic example of that a very large donorvis fund sponsor has been around for years and years and years. And then even some colleges, universities will set up a specific donor advice fund for, for the donors that are supporting the school, but then those can also be used to do other donations to other charities too. Yeah, doesn’t that have to be a part of it? I mean, you can’t, can, can, can the sponsor restrict? The, the, the ultimate donations out to the charities. So if you’re saying Jewish Communal Fund does for instance. I don’t know what the Jewish Communal Fund does in terms of what their policies are, but it is very typical for a university, for instance, to set up one and say, hey, you know, some experts. 50% of the donations that you’re sending out would need to go to something to do with the school. Um, you know, they have that option to do that. Many of that, many donor advised funds are, are totally broad, you know, like the Black B Giving Fund we’ll give to any charity as long as it’s in good standing with the IRS. Um, and, um, yeah, so Blackboard giving fund, uh, not in the top 5, but still, you know, substantial. You’ve got a couple billion dollars there, don’t you? We send out about $500 million a year to about 130,000 charities. So I, you know, I consider that to be in the. That’s very respectable, yeah. It’s hard to, you know, it’s hard to compete with Fidelity and Schwab, but we use, you know, default investment firm names, so, um, that obviously market heavily to people who have other kinds of accounts and, you know, so they, they promote their own products, um, but no, that’s very respectable, of course, yeah, um, and you know, we encourage folks to, you know, the. Uh, Matt, you and I were talking off mic, but we’re both in North Carolina. Uh, I found the North Carolina Community Foundation. Has a donor advised fund and you said the, the Triangle Community Foundation. So even as critical as the, the Triangle communities in in the Chapel Hill area in North Carolina. So it’s not only, you know, the San Francisco, or no, Silicon Valley people, well, probably San Francisco too, but people think of the Silicon Valley Community Foundation and the New York Community Trust, you know, these are huge ones in the. In the nonprofit, on the nonprofit sponsor side, but they’re not, they’re not, you don’t have, they don’t have to be the hugest ones. No, no. And so if you’re a charity in, you know, middle America, you know, there’s, there’s going to be donor buys from sponsor organizations in your area for sure. Uh, and you can look it up on Google and you’ll be able to find. You know, what local areas, uh, or what local sponsors are, are available to you and, and many of them will be the local community foundations in the cities and towns that are near you. And, and the reason that’s relevant is because for our listeners, you encourage them to reach out to the smaller foundation, the, the smaller foundations that have community trust. Um, what am I saying? The, yeah, the smaller foundations that have donor advised funds because they’ll, they’ll sometimes introduce. Donors to the. To the charity, if the, if the mission’s aligned, if your work aligns with what a donor was looking for, the, the smaller ones now Fidelity and Schwab, you know, the top 5, they’re not gonna do this. So, uh, there’s no point in going to Fidelity Schwab or Vanguard and saying, you know, here’s our charity. But, but if there’s something local like you’re saying, they’ll, it’s much more likely and a lot of cases they will make introductions to donors. Yeah, I would say there’s two reasons for why it’s important. The most important thing is that, you know, 50% of all giving is local. If you look across the country, across all donors, no matter what level of wealth they are, about half of their giving will be very, very local. So that’s, that’s an important point. Secondly, is that the uh a community foundation is designed to support the, the local community and they’re looking for and identifying important causes that will help the whole community develop. And they’ll often uh help their donors understand what kinds of, of nonprofits are operating in their area that are supporting some of these key, key causes. And so that’s the, the connection. But then as important is to know, OK, when I’m getting a donation, Is it coming through one of these? Donor advice from sponsors that’s local in my community because what I know then is there’s a community member who’s the donor behind that. And that’s the key is the, you eventually want to get to the, the connection point between a human being, a donor that’s trying to support you. They just happen to be using this donor advised fund vehicle as a way to to do that because there’s ways in which they can amplify their own giving and manage their own giving in a more simple manner using the donor advised fund and they just simply be either sending out checks or credit card donations to charities. Well, that leads us, leads me to think of one of the challenges of donor advised funds is that you, you, you. Uh, at least sometimes, maybe often you don’t know who the donor is. You get a check from the donor advised fund sponsor, whether it’s whatever Vanguard or a local community trust, community foundation, but they don’t identify the donor for you. What, what, what’s your advice around that? Yeah, well, it, it is an intermediary, and there’s many intermediaries these days with all the online giving and things that go, go on. And I think charities need to be better understanding of how these things work. So you mentioned that sometimes the donor is not known. There’s two reasons for that. One is, and this is a rare case, the donor will actually say, I want to be anonymous. And they’ll mark that on the on the donation form so that the whoever is now moving the funds to the charity is not allowed to tell a charity who it is. But the vast majority of it comes from the fact that all these donations are coming in by check, and they have a grant agreement attached to them, and it’s a manual process for entering the data into the database. And it’s easy to miss the important information on that those documents so that the nonprofit can tell, was it Tony Martinelli, Martintti who was giving the the funds? Was it Matt Nash, or was it somebody that’s anonymous? Oh, where do we look? So, all right, what are we, what are we not, uh, not doing sufficiently that we’re, we’re missing key, like buried information? What do we need to, well, I’ll, I’ll just tell you a personal example for myself, you know, I have about a dozen charities I support, and I’ve been every year I’ve been watching, you know, are they recognizing me in a proper way, knowing that I’m a Donor advise fund sponsor or donorvice fund donor. And when I donate, I donate through my Fidelity Charitable gift fund, right? I work for Fidelity. That’s why I use that you don’t use the fund is, uh, supports workplace giving programs and so my personal stuff. I do through, uh, oh, I see. OK. All right. And my, my fund is called the Matthew and Caro Ann Nash Cha Fund, right, so that comes into uh a a nonprofit. It says it’s from Fidelity. In fact, they are receiving the funds from Fidelity because it’s a, it’s a nonprofit that’s giving to this, this other nonprofit. But behind that is, you know, the you know the Matthew and Carolina Nash Charitable fund, that’s what it stated. And then I also, as a donor can tell them whether I would give them my, my name and address and contact information, and I, I, of course, do that. So all those pieces of information are on the form coming in. The key is making sure that the right information is got, gets to the right spot in your donor advisor or your donor uh CRM tools so that you can keep track of is it a Matthew Nash donation or is it somebody that’s anonymous. All right, you’re being more, you and Caroline are being more generous with, with your, with your name and your identity than a lot of donor advised fund donors are. So, and aside from the ones that are anonymous. And we’ll, we’ll talk about those because there could be a strategy for that too if it’s a small, if it again if it’s a smaller local community foundation, you might, you might have some leeway there but but we’ll uh, let me make a note we’ll, we’ll come back to that because I think a lot of people say anonymous, meaning they don’t want the charity to publicize their name but not meaning that they don’t want the charity to know who they are. So, we’ll come back to that because uh on the small. Small sponsor side, you could have some strategy there. Well, maybe, maybe in the larger too, you, you, you can tell me, but, but aside from that, uh, a lot of funds are not named, you know, Matt and Caroline Nash. Um, they, they, they might be, you know, Smith family or it might be something innocuous that doesn’t even have a last name. Uh, are you still, are you saying there’s still info that might be buried there for these not Uh, precisely named funds. Yeah it it does get more difficult if it’s not, if the name isn’t somewhere in the, the fund, right, in the fund name. Um, but you can, what I see is that If it’s not specifically labeled as anonymous. Then the charity should try to spend some time trying to figure it out, OK? So you, you get, you get these, these donations that come in. First thing you do is a simple scan. OK, what’s the name of the fund? Is the name of the fund got the name Nash in it? Do I have another Nash donor that, that comes in. If I’m in Wichita, Kansas, I got a donation from A Nash in Wichita I got a donation from this, you know, donor advised fund, uh, name with the, with the name Nash in it. Then you could reach out to that donor and say, hey, are you the same per you know, do you have a donor advice fun? Have you donated through donor advice fund? There’s, there’s ways to, to try to, you know, link the two together. Most people will say, yeah, that’s, you know, I, I’ve given you by. My credit card now shifted over to my donor advised fund or I give you a credit card when I can’t use the donor advised fund because there are certain circumstances where you, you can’t uh use a donor advised fund and uh and then the, the nonprofit can connect the two together and then manage the, the database and the stewardship activities according to that manner. Right. And that’s essential, the stewardship. You want to be able to say thank you. Now, you know, of course, there’s a possibility there’s more than one Nash. Uh, you can’t, you can’t link them up by by location, you know, necessarily, even, uh, you know. But you could reach out to the multiple Nashes that might be in your file. Some may be more active donors than others. So, you know, if, if donors have lapsed with that name, then they’d be less likely, they’re not impossible. I mean, they, they might have rejoined you, uh. But, or if they’ve been giving steadily and all of a sudden that individual donation stops, and you’re picking up another uh donor advised fund that might be the same from there on and it’s even bigger, then what they’ve done is they’ve shifted from credit card. Right, but, but you need to confirm, so you have to do some forensic work. You’re the people who are processing the gifts or, or you need to pass it on to a fundraiser who’s gonna reach out maybe to multiple donors to find out which is which this came from, or they need to do it themselves. Uh, but, you know, it, it, it’s worth doing because then you want, you want, of course, you want to be able to say thank you. It’s time for Tony’s Take two. Thank you, Kate. It’s still time to contact your US senators about this ugly, big bad burdensome budget bill that is now in the US Senate. Um, especially after last week’s blow up between Trump and Musk, that gave senators. A fair amount of cover to object to parts of the bill because Elon Musk did very publicly. He was talking about how it explodes the uh the federal uh deficit, which it does, but it, it, you know, it, it put a hole in the facade of unanimity around the bill so that gives senators some opening. So that gives you a chance to talk to them about how bad this bill is for the nonprofit community, for instance, uh, the individual attacks on Harvard University and Columbia University and the Corporation for Public Broadcasting and National Public Radio, we can’t allow individual attacks on members of the nonprofit community like those. Um, the taxing on large endowments, the taxing of foundation assets, right? So there’s taxes that are proposed to be imposed on our nonprofit community members. So, Contact your senators, remind them how important the nonprofit community is. You could add in some of your own work or some other local work that nonprofits do, but that the nonprofit community cannot be attacked through this budget bill. And there’s Urgency around this because there’s gonna be a vote. Well, they want to pass it by July 4th, uh, that seems to be optimistic, but it just don’t wait. Contact your senators. Stand up for the US nonprofit community because we are strongest when we are all together and we are in this all together. That is Tony’s take too. Kate Along with contacting your senators, make sure you also keep up with the news, not only unbiased news from America, but look at news from outside of our country, um, and see what others are saying about this matter. That’s actually good advice. Uh, you, you, it is valuable to get some outside perspectives. There’s a. There’s a, a French, uh, public radio station that I, that I see on watch on YouTube, there’s one from Germany as well. You’re right, it is, it is valuable to get an external. Non-US news. Uh, perspective, absolutely, yeah. We’ve got Beu but loads more time. Here’s the rest of donor advised fund, fundraising with Matt Nash. All right, let’s go to the, back to that case where it’s marked anonymous, as I said, I, a lot of donors say anonymous just because they don’t want the charity to use their name, not because they don’t want the charity to know who they are. So I’ve researched it, uh, see what you think. Is it, is it worth, what’s your opinion? Is it worth going back to the donor advised fund sponsor? And asking, can we learn who this person is just for our, for our own stewardship. If it is marked anonymous, then the sponsor must, you know, uphold that that request. I agree with you. There are a lot of times when it’s, it’s that nuance, right? I, I, I’m OK with you knowing I just don’t want the world to know, right? And, uh, and that’s, that’s really tough. So, um, what What I’ve seen nonprofits do is in their other communications that they have with their, their donors. Let’s say you’re sitting down with a, you know, a major gift owner or mid-level donor and you’re having a conversation with them, and, and the, the fundraiser then ask them, Hey, do you have a donor advice fund? Right, and are you using it? And then they would say, oh yeah, and here’s my, you know, here’s what I use. Well, I haven’t seen it in our, I’m not picking. It up in our database, so help me understand how you define it. And he goes, well, it’s anonymous, but here’s the, you know, here’s the fun number or the fun name or whatever. And, and they’ll, they’ll, you can get that connection between human beings, and you can, you can overcome that. I wish more places had it saying anonymous to the world but not to you as a, as an option. They, I don’t tend to find that has been a common. Uh, on the, on the forms that people have. Yeah, that is unfortunate because the technology could easily support that, you know, just inform the charity but tell them we want, we don’t want them to use our name, you know, right, um, what do you think about this strategy? Or tactic, whatever it is, um. You, you get something anonymous, you write a thank you letter. Like, dear, you know, just dear donor and convey that to the sponsor, asking them to send that on to. The donor. That happens. Yeah. And uh and the, the donor I fund sponsor will often then send it to the donor and saying, hey, this, you know, this person just wanted, doesn’t know who you are, right? It’s anonymous, but they just wanted us to know that they really appreciate the, the, uh, the gift and they would like to be able to pass that appreciation on to you. Um, that’s, that can be done. I’ve, we used to. Do it a Fidelity Charitable when, when specific requests would come in. Sometimes, you know, if, if you’re getting hundreds of thousands of these, it gets difficult, but, uh, you know, uh, particularly at the, you know, community foundation level, that’s a very common occurrence. OK, OK. So we don’t know if Fidelity is still doing that, but that’s the number one. So I would say if you get a donor advised fund gift and it’s anonymous. Check before you write the letter, because it’s gonna take time, uh, before you write the letter, check with the donor advise fund sponsor. Do they have a policy? Will they forward on something that you write? Will they pass it on to the donor? And if they will, then I, then it’s definitely worth doing because you’re at least getting the message through that you’d appreciate the donation and you can tell them a little bit about what you’re doing. You know, with the funds to make the world a better place and that, you know, that helps. I would also mention the reason we didn’t write to you directly is because you, you chose anonymity and, you know, we’re grateful to Schwab for doing this for us, but here’s why we didn’t send you, you know, why you didn’t get it earlier, why you didn’t get it immediately, you know, um, not, not that you’re blaming the person, but just explain. That’s why you didn’t hear from us sooner and why it’s in an indirect, indirect, uh thank you letter. All right. All right, so that’s OK, so there’s value in pursuing that, but check with the sponsor first. OK. Um, You mentioned something about the record keeping, you know, you said somebody may share with you the account number and the exact account name that hopefully your CRM preserves that so that next time, you know, and I don’t mean just like in an in an activity report, but you know, uh, somewhere that’s queryable. So that when next time you get a check from that person with that account number, you’ll be able to find it easily, you’ll be able to identify it. Yeah, so there’s this concept in the, in the CRM tools that they, they call it the hard credit and soft credit. And the hard credit is meant to be, you know, registering the donation that you have to be reporting for your, your, uh, you know, your tax reporting and then that 99 990. So when a donor advised fund gift comes in, the hard credit always goes to this plan sponsor, the donorvis fund sponsor. So it comes in from Schwab Charitable. Schwab Charitable is the, I guess it’s now the the 360. Uh, it, it comes in and, uh, and that’s, that gets the hard credit because that’s what you report to the IRS is saying I received a donation of, you know, $5,128 from, from, uh, Schwab. The soft credit is you and me. The soft credit is the actual donor behind it. And so it’s really important to identify the, the actual donor as, as well as you can that gets a soft credit and if there’s any contact information, then that allows you to start the steward process, stewardship process, or continue the stewardship process uh with that individual donor. And you don’t ever in either case, create a uh a tax receipt because The donor I fund sponsor that sent you the, the funds already has taken care of the, the fact that it’s, they, they’ve given the receipt to the donor when they receive the funds, right? So there’s no, there’s no uh charitable receipt required there. And the, the donor should receive an acknowledgement letter thanking them for it, but it should not be seen as, as being a charitable receipt because it’s illegal for the donor then to declaim both those deductions, the deduction that they got from sending it to the donor advisor. Fund sponsor and another deduction for the funds going to you, the charity. They get one deduction, and that’s when it goes to the donor advise fund. So that’s why it’s important for on the receiving end, the nonprofits need to make sure they’re clear with who’s got the hard credit and how do we account for that and how does that work in our reporting for our tax purposes for ourselves and then who gets the soft credit and that’s then it feeds into the stewardship process that you would be setting up with these donors. You, you mentioned, you know, that the donor gets their charitable deduction at the time they make the gift to the donor advised fund that’s sponsor, right? So that, that, that’s a, that’s a big advantage. You get a, you can get a lump sum charitable deduction, but choose the charities that you’re gonna distribute to or grant to, uh, over time, over, over years, over years and over many charities. So one large donation might feed. You know, 20 different charities over a five-year period. Now, that creates a problem, uh, a bit of a bottleneck that sometimes the Senate Finance Committee has, uh, uh, with Chuck Grassley has been, uh, try to been proactive about the, the problem being that there’s all this money, you said roughly $250 billion but it’s not getting out to the charities, it’s getting out at like $50 billion at a time. Which is not tiny, but that’s 1/5 of it, but that leaves 80% behind, you know, we, so, uh, I don’t, there’s not really a solution on a broad scale, well, at least not at our level. There may be in Congress that could force, you know, a minimum distribution the way we do with foundations, um, but nonprofits can encourage. Money getting out of their donors donor advice funds through. Donor advice funds promotion, right? Through through stewarding the donor, and creating relationships with them, helping them know what kind of impact you’re having, what programs you need to be funding, all those kinds of things that good nonprofits do in their fundraising all the time. I mean, you, you, you mentioned a problem, I, I, or a solution. The solution requires that there’s a problem on my mind and I, I’d argue that there’s not a problem here. You know, if, if, if, if 20% or 25% of the funds that come in every year get sent out that same year, that’s a, a pretty high turnover rate compared to other sorts of, uh, charitable organizations like foundations, for instance. They’re, they’re down closer to like the 5% rate, right? So you, you got a much higher churn, churn rate or whatever you want to call it with donor advised funds. The other thing that I think we need to take into account is that a donorvi fund tool allows a donor to bring in assets that they would normally not be able to convert easily into the, into the charitable funds, you know, appreciated securities, real estate. Businesses, all those kinds of things, and these donor advis from sponsors are set up to take those assets and translate them into a charitable contribution that can then be seen as cold hard cash coming to the, the nonprofit when it comes. That would be very hard to handle if you were a small. Nonprofit um receiving those complex assets. So I think there’s a big value that can happen with these donorvice fund sponsors that actually amplify the amount of funds that somebody can end up giving a charity over time. And then there’s the, it’s, it’s there ready to be used. And, you know, I, for instance, I can’t think of a better time than now, with a lot of these nonprofits who have been cut back with their federal funding, um, and they’re hurting big time. Uh, and that there is a body of, of funds that are probably not big enough to, to fill the hole because the government can always have much more money than than individuals. But there’s certainly a uh a place to tap into that the funds are there and are waiting with loyal donors that want you to survive and, and succeed. All right, well, we’re gonna have to sort of agree to disagree on that one because yeah, the, the funds are there, but they’re not, they’re only getting out the 20% rate and I I, I, I agree that that’s better than private foundations which have a, a minimum distribution of 5 requirement, federal requirement of uh 5% distribution per year, um. I, well, let’s see, you know, in this year, let’s see if more than 20% gets out from the donor advised funds. Um, the money is there. I would, I would just like to see it get out to the charities quicker. Um, and then another advantage for donors, we, we kind of touched on this a little bit, but I want to make it explicit is that, uh, a lot of the and maybe it’s just the commercial ones. You can correct me, maybe I’m wrong about that. The, the you, you contribute a, uh, to the donor advised fund sponsor, you’re, you’re giving appreciated assets that money can that those assets can remain invested. Now, maybe not in a, in, in real estate or a or a privately held company, but certainly in equities, stocks, stocks and bonds. And, and that appreciation grows tax free, which is an it becomes an advantage to the, to our nonprofit community. Absolutely, right. I mean, if, uh, you know, you, you bring in $10,000 and it’s invested over time and that $10,000 turns into $15,000 so you’re giving away $15,000. That, you know, that’s the amplified giving component of it, or at least one of the amplify giving components that’s a really critical component here. Matt, is that only at the commercial, uh, on the commercial, almost all, all that I. I know of has at least at the minimum pools of funds that are managed in like mutual funds kinds of programs. They’ll generally have a set of, of uh risk ranges available for people that either can be, you know, they can manage them to a lower risk level or a little bit higher risk level. Um, yeah, it’s, it’s a very common procedure to have those funds being managed and, and growing, uh, according to the market growth. OK, all right, so it’s right, it’s not just the commercial, the community foundations are doing that as well, because there’s firms that they can hire to do that, you know, a trust company can set it up, a bank can set them up. There’s even organizations that are, are set up to serve that marketplace to manage the assets on their behalf. Uh, on the promotion side, we’ve been talking about, you know, promoting this to folks who, who give through their donor advised fund, you know, encouraging them to do it again, but promotion should be even broader because they’re, you may very well have donors who have donor advised funds but don’t, don’t give to you that way. But there are advantages for them doing so. So, you know, don’t only promote donor advised fund gifts to your known donor advised fund owners, go broader and say, you know, if you have, Or have a donor advised fund, uh, you know, giving page or insert something into mailings that are maybe, you know, not devoted to donor advised funds but maybe a, you know, a, a slip inside if you have a donor advised fund, here’s our tax ID number and our legal name and our address. Yeah, I, I mean, this is the whole um the whole process. I think they, they people need to think about in terms of dealing with these donors. They’re coming in a slightly different way than you, than you may be used to, and you need to create. Uh, an experience for them that makes it known to them that you know that they’re donorvis for donor. And, and what, when you do that, it helps them be more appreciated. So, you know, the first thing is you need to remind them that they can give to you through a donor advice fund cause a lot of times they won’t be thinking about it. Right, right, what happens? You, the mailer comes out or it’s an email or or or something and, and the very first thing you see is credit card. And if it’s, if it’s just a reaction thing, the person just slips out the credit card and, and does it. But if there’s a, there’s a notice there saying, hey, if you have a donor advised fund, that’s really important too. We’d love to have you use that mechanism. And oh by the way, here’s our EIN. Number because that’s the number one thing you need to, to put in it in the whatever donor advised fund sponsor, you know, checkout process you’ve got, you need the EIN for the charity or at least the specific name of the charity, but the EIN is the only thing that’s specifically unique, um, and it would be important for the, the donor to know that, so to make it easy, right? So if I get a, a, a male or From a nonprofit and says, please, you know, support this campaign and we’d like, you know, minimum of $250 or whatever it is, and uh the check, the credit card information is there. They just say, if you’re using your donorvi fund, here’s the, here’s our EIN that you can put in your, your uh checkout. And that then that becomes just as easy for the donor to pull out their, their, uh, iPhone and call up the map and, and send them the money to the donor buys fund. It it it’s just this whole. Mentality inside the nonprofit to say, we need to understand how these donors operate and make sure that what we’re portraying to them is in sync with how they operate. You know, so that, so that it makes it easy and also then it also uh gets you to the point where you’re not asking to use the donor advised fund for places they can’t use it. So the classic examples, you know, the gala or the auction. Yeah, you can’t use a donor advise fund to buy uh the uh the ticket to the gala. Just an IRS rule, you know, you know, it’s just the way it is. You can’t use it to um bid on the, you know, the golf outing that’s, that’s in the uh in the auction because that’s a, a benefit that be receiving by giving the donation and, and you can’t receive a benefit from a donor advised fund donation because you got, you got a 100% charitable deduction. The donor got 100% when they put the money into the fund. So now you can’t use it to buy that’s athletic tickets. You can’t, you can’t get anything in, in exchange. Because you got a 100% deduction, and anybody who runs a gala knows that you have to, you have to notify the donor that $75 or $100 is not deductible because that’s the value of their, their, their dinner and their experience. So it has to be, uh, something that would be 100% deductible. So no, no exchange like you’re saying gala. Uh, auction items, the athletics, nothing that they get back in value. That’s correct. That’s correct. Now, if you’re at the auction and the, you know, the auction is wrapping up and the auctioneer is up there saying, OK, now what we’re gonna do is we’re just gonna do a, how, how many people will give us $100? How many people will give us $200? Well, you’re not getting anything from it, then that that auctioneer should say, and by the way. You can use your donor advise fund for this part of it, and the people running around the, the, the auditorium capturing your information, they’ll, they’ll just make sure that they’ll, uh, they’ll tag it toward the donorvi fund. That’s a legitimate way to use it, right? So that, so then as, as you’re the donor experiencing that event, you’re recognizing that they’re recognizing how you can use. Fill us in on the, the back end a little bit just to make this uh clear for listeners. How do, how do the donors Tell the donor advised fund sponsor they want to make a gift and, and here’s where it goes. Yeah, it’s, it’s very simple. Everybody has a website and almost all of them have an app. Um, so you call up the app, you, uh, you say, I want to make a grant, that’s the term that they that they use, and, uh, then it, it, it comes up and it says, well, who do you want to give to, and you can either say, you know, the um Raleigh Food Bank. And if the, if, if you put what you put in matches the uh name that they’ve got in their database that they’ve either that they’ve generally taken in from the IRS uh system or sometimes they’ll use like GuideStar uh uh record keeping. And so if that matches then up pops the That charity, it, it has the, the EIN showing. If you look at the EIN and it’s a different EIN number, then you, there’s a charity that’s very closely labeled to what you think, which is why I brought the EIN up as being the, the important thing. Anyway, you put that in, you say how much money do you want to give, and that can be. easily done either as a one time or you can do it as a recurring gift. So you can have some sustaining gifts going on through a donor advised fund and then you hit the button and it goes into a review process, of which if it’s a relatively small donation, you know, under $500. Likely goes straight through and it’s processed the next day. If it’s a large donation, there’s a team that will review the grant to make sure it meets the charitable requirements, then they’ll approve it, and then it goes to the charity. And then it’s either sent to the charity via ACH if the donor buys one sponsor has the banking information of the charity, or it’s sent by check. And in that review process, are they looking for anything, uh, is the sponsor looking for anything other than, is it a bona fide 501c3? Yeah, they would be looking at, is it a bona fide 5123, but that they normally keep track of that because that’s the part that they do with with the list that they carry. So when the, when you go in to check out, if you say, you know, my example, Raleigh Food Bank, I’ll put Pop the Raleigh Food Bank, that’s because it’s already a legitimate charity. But what they’re really looking for is, are, are there, is there any benefit that the Owners receiving from this donation. So they’ll read what was given to them saying, I want to donate 10 number of dollars for this purpose. And if the purpose is for general support of the of the charity, it goes straight through. If the purpose is, I attended a gala, they read what would happen there to see if there was any kind of a benefit that the donor received from it. That’s really the main reason for rejection. OK, you’re getting a benefit, right? You golf outing, you know, pay for the foursome, can’t do that. OK. All right, um, what else, what else do you want folks to know about donor advice funds, we haven’t talked about or maybe more detail on something. Well, I, I, I mentioned it at the beginning and I, and I would, I would really want to restate it because I think it’s, it’s important. I think that the nonprofits should always recognize these folks as, as in what I call intentional givers, right? They have chosen a, a vehicle to help them give and make it easier for them to give and to amplify their giving. That’s number one. Then they’ve chosen you. To give. So if the money came in through a donor advised fund, you’ve gone through two levels of of intentional decision making that really represents a donor that’s pretty serious about you as an organization. And I think that, that should be a really a, a great trigger for a nonprofit to say, wow, you know, Matt’s given us this money through the donorvis fund. He, he’s, he’s He’s serious about me. And so, let, I should think about how I can help him understand more about what we’re doing. I should help him understand about more about our mission, more about the, what we’re able to achieve, and more about what we could achieve if I had more. Because he’s got money set aside to give. And if I can help him understand that what we’re doing is really, uh, uh, you know, a a terrific. Service to the community or really matches what his, his intentions are for what, what he likes to, to um to support, then it’s likely that the giving from that person will go up. And so it’s that connection between the nonprofit and the donor, driven by the recognition of the intentionality that I think really starts this relationship. That then in the background, all the stuff that we just talked about in terms of how the money gets there and how much of it is, is, is spent uh for supporting all becomes just the mechanics. The real thing is the relationship, and that’s what nonprofit fundraisers are really good at it all along. So it’s, it, it’s providing for them a, a targeted donor base that they can turn into long-term steady supporters of their organization through the, the skills and and methods that they have been trying through fundraising lessons since you and I even got into this business. Yeah, it’s all the same work. It’s, it’s taking something that started as a transaction and converting it. To a relationship, right, right, yeah, and then that benefits both parties. All right. Are you OK if we leave it there? We are, yeah. Are you OK? I’m OK, but are you? I’m not. Are you, are you OK? I’m OK. Yes, yes, OK, I’m OK. This has been a great conversation. I, I hope that uh the, the folks out there are listening, got something out of it to help them become more effective because that’s, that’s really what we’re trying to do is my job is to get as much funds to the, the nonprofit sector and, and help these folks out as we can and the more they, they understand it, I think the better off we’ll all be. Amen. All right. Matt Nash, director, executive director of the Blackboard Giving Fund. You’ll find Matt on LinkedIn, and the fund is at blackboardgivingFund.org. Thank you very much, Matt. It’s a pleasure. My pleasure too, Tony. Thank you. Next week, let’s get back to our 25 NTC coverage with tech to amplify youth voices and donor diversity. If you missed any part of this week’s show, I’d beseech you. Find it at Tony Martignetti.com. 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. 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 June 9, 2025: Consciousness & Intentionality In Work & Retirement

 

Elizabeth Zelinka Parsons: Consciousness & Intentionality In Work & Retirement

Elizabeth Zelinka Parsons wrote a book for retirement planning that has value for anyone, at any age, who aspires to fulfillment and joy through all the stages and pages of their professional and personal lives. She walks you through the value of play; embracing new mindsets; constantly evolving; sovereignty over time; the power of full engagement; managing energy, not time; and a lot more. Elizabeth’s book is, “Encore.”

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d come down with cataphylaxis if you infected me with the idea that you missed this week’s show. Here’s our associate producer Kate with what’s up. Hey Tony, this week we have consciousness and intentionality in work and retirement. Elizabeth Zelika Parsons wrote a book for retirement planning that has value for anyone at any age who aspires to fulfillment and joy through all the stages and pages of their professional and personal lives. She walks you through the value of play, embracing new mindsets, constantly evolving, sovereignty over time, the power of full engagement, managing energy, not time, challenges to identity, like marriage and parenting, and a lot more. Elizabeth’s book is Encore. On Tony’s take 2. You’re listening to a top 10 podcast. Here is consciousness and intentionality in work and retirement. It’s a pleasure to welcome Elizabeth Zallika Parsons to nonprofit Radio. Elizabeth is a retirement transition expert, lawyer and author of the book Encore A High Achiever’s Guide to Thriving in Retirement. The book is based on her retirement planning coaching practice on Corio. You’ll find Elizabeth on LinkedIn. And, uh, by the way, I hope she accepts my connection invitation. I just sent it recently. Uh, and her practice is at on Corico.com. Elizabeth Seleka Parton’s Parsons, EP. Welcome to nonprofit Radio. Thank you. I really appreciate the opportunity to be here. It’s a pleasure to have you. Something, uh, we haven’t covered in the show description. I’m gonna allay fears that this is only for retirement planning because I, a lot of what I would like to talk about, maybe all of what I’d like to talk about is Uh, stuff that has general applicability, I think, like time and play and um evolving as a person and a professional and so, so, uh, I don’t want the uh non-boomers, you know, be tuning out. So uh I’ve, I’ve written the show description in such a way that uh they shouldn’t. Uh, but there’s also value for boomers who, uh, like I am a young, I’m a young baby, young. 60, only 63, so young boomer, there’s value for boomers as well who might be planning their own retirement or might not, you know, even so, you could work, you could be 63 and work another 10 or 15 years and Etc. We’re gonna talk about all that. You should, you should probably tell your own story about being a high-powered lawyer. Milbank, I did recognize used to Milbank, Tweed, you know, New York City, Lower Manhattan, right? Wall Street firm, or if not literally Wall Street, certainly Lower Manhattan white shoe, I don’t know, 180 year old firm or something like this, you were at Millbank. So Tucson, I know nobody in Tucson recognized the, the firm name, but, uh, but coming from the New Jersey, New York area, I did. But tell, please tell your story and maybe you can parlay that into why uh anxiety about retirement is a, is a normal thing. I’d love to. Yes. Thanks for the invitation to do that. So, you know, I, um, I, I sort of targeted my book to the high achiever type. And I, I chuckle at myself for being that type, you know, since I was a very little person, I’ve always been a striver, and I’ve always wanted to climb the little ladders in front of me. And so I did that, uh, you know, and surprised myself and landed a job at one of these, these, you know, global law firms. And I was thrilled. I mean, I, and so I I brought everything I had to that. I mean, I, it was, that’s what it takes, you know, it was an 80 hour a week undertaking. And, um, and it’s exciting and also exhausting, you know? And so for the better part of a decade, I poured myself into that career and, um, Didn’t really stop to ask myself if I could also manage having a family, but I just went ahead and did that. And one day I, you know, was increasingly aware that I was probably not gonna be able to do both of these things as well as I wanted to, and that if something were going to be sacrificed for me, it was gonna have to be my career. Now, I, I say that with no judgment about anybody else who decides they can’t juggle, because many people do. I just could not. I could not find that gear. So, when I decided to let go of my career, I explained it to myself and everybody else that I was front ending my retirement. In my mind, that held some sort of framework or explanation, because I was sort of borrowing against the future, right? Like my time. And I, I thought to myself, as long as I have enough money, you know, to cover the next 5 years or so, I’ll figure this all out, you know, it’s just financial security is the only thing I need to know I have in order to make this change. And so, I sort of, uh, sauntered into my future without a thought about how this was going to change my identity, how my life structure was going to work, that I was going to lose my community, I was gonna lose all my sources of intellectual stimulation. And don’t get me wrong, it was lovely to be a mother, but the 3 year old and the 18 month old weren’t really, you know, throwing the thorny intellectual problems my way. So, I, I sort of woke up 6 months after I made this massive change, and I was absolutely lost. And I was lost in a way that was frightening because I’d never felt that way before. And it was, I, I was losing my self-confidence in the sense of being lost, because I didn’t even know where to start. To explain it to myself or to unwind it or to solve it. So, it, you know, fast forward to now having done this work for 15 years with people who are really truly at the brink of retirement, feeling very unsettled about who am I going to be, how’s my life going to work? How do I stay engaged. All of the work I do was built into a program that came from my own efforts over several years to unpack this and create methods for beginning to shape those answers before you land into the situation where you have only questions and no answers. So, I, you know, I did live this change in a very uncomfortable way. Happy I landed on my feet eventually. But I thought, gosh, I, I really had some blind spots when I did what I did. Um, so, yeah, that’s a little bit of my background on that. And uh about the, the anxiety around, you know, the, and again, broadening, so that’s not only for boomers, but, you know, and uh personal identity revolving around professional title, uh, professional identity. That to help us, help us unpack that and why that’s not so healthy. Yeah, absolutely. So, and, and I agree. So my, I experienced that change at age 35. So I truly do want to reinforce. I think ahead of any major life change, these issues are theoretically relevant and often very relevant because we as human beings are, we, we wanna belong to things, you know, we wanna belong places, and a huge part of our identities is usually shaped. By the roles we play in our lives, and the communities or groups we assign ourselves to or belong to. And so anybody who invests a great deal of time and energy into a career or even into a role like motherhood, you know, when those roles begin to change or disappear. It literally can feel like you have lost who you are, because it is such a conscious way that we understand ourselves. We all have an existential identity as well, those enduring aspects of ourselves that are, that we’re always there and will always be there, even as they flow and, you know, reshape themselves. But the roles are so powerful in our own sense of who we are. And so when they change or go away, I think it is very useful to understand that. That can feel like an existential threat. And if you even if you can’t name it, you know, it feels like you’re gonna lose you. And so we often work with people around, no, no, there’s a you under there. Let’s dig in on that. And then let’s also think about how, how new roles that tie back to existing ones can can help you bridge into new spaces, new contexts, so that you feel a sense of yourself moving forward and evolving, but not disappearing. Uh, in a, in a moment that is really just for boomers, I think, uh, we wanna debunk this myth that it’s all about financial planning and that if you have enough money. That’s all it takes. And, and I get a lot of the advertising at 63, again, young, baby boomer, but young, young baby boomer. Um, I, so I’m, I’m guessing, you know, with the sophistication of, uh, online marketing that we have now that I did not grow up with, you know, probably folks, uh, Gen X, Z, well, maybe X, but millennials and Zs and certainly alpha, they’re not getting seeing anything about retirement. But the way it’s promoted to me is if you have enough money, you’ll be fine. You’ll walk into the sunset, your health will be perfect. Uh, it’ll be sunshine and rainbows every single day after your retirement. So let’s, uh, uh, cut that myth off at its knees. Yes, absolutely. That is one of the major reasons I wrote the book, because I think that we are marketed to somewhat unhelpfully. Uh, around this inflection point. And, you know, first of all, a life of pure leisure is rarely satisfying. It, it’s just not how humans thrive. You know, leisure has meaning when it’s intention with effort or engagement. You know, it’s, it’s, you need the yin and the yang of those things. So, it’s nice to imagine 30 Saturdays in a row, but 365. That’s, that’s, you know, that starts to make you go, whoa, whoa, whoa. So, I, I always remind people that you’re still going to want to experience, you know, growth and challenge. You’re gonna need to reconnect with something that feels purposeful. You’re gonna wanna keep your communities alive, challenge your mind, you know, have problems to solve or, you know, skills to acquire. I mean, that’s what keeps life spicy and interesting. So it’s, I, I never want to diminish that money is important, right? It’s, it’s the security can be a wonderful foundation, but I remind people you really ought to think about this moment as more of a graduation. Not a, you know, not a withdrawal into less. But frankly, it should be a graduation into even more. I mean, not, not that you have to run off and go get busy, but there’s all sorts of opportunity in front of you at this moment in life, you’ve finally got some fresh freedom, you’ve got some financial security, you’ve got skills, wisdom. You know, all sorts of things. So it’s quite an interesting moment to say, what would I like to make of this? as opposed to, oh, I guess, you know, now I, I simply play all day. Um, and people who opt into that as an experiment, I think rapidly discover it is not really a recipe for well-being. Well, you even, uh, have a couple of anecdotes about people who are drinking in the middle of the day because it starts off like, oh, I can, I can have a glass of wine or a beer and then it becomes excessive and, and detrimental obviously to health and physical and mental health and relationships and everything, you know, so too much, too much leisure, right? You like you say 365 Saturdays, um, OK, so back to, OK, that was a little digression for the older folks who, you know. Uh, who get the financial, who get the marketing from all the financial services companies that assure you that all it takes is enough money and we’ll help you determine what enough is. Of course it’s probably never in their minds it’s probably never enough because you want to keep feeding their feeding their fee structure, uh, but, and that’s all it’ll take, right, so, uh, uh, so that was for the older folks who get that marketing relentlessly. um, so you talk about identity bridging. And, and life restructuring. And again, I, you know, I’d like to keep in mind that these, I, I, the way I read, read the thing, read the thing, the way I read, I read the thing like it was a comic strip. Yeah, I read, you know, you put a comic strip together, you did, you spent a half an hour. No, uh, the way I took your book is that I, I think there’s a lot of value for folks who are not retirement age, but still in, again like we talked about identity and some other, some other subjects that you’re very intentional about, but So, you know, trying to be more inclusive than just the retirement group, uh, there were the pre-retirement, you know, the retirement plan planners, um, identity bridging and, um, and, and, and life restructuring. Yeah, yeah. So, yes, and, and those things, I agree with you, those two items I think are in play. Every time anybody faces an inflection point, almost at any age, right? I mean, even very young people stepping into adulthood or shifting their careers or going from single people to married people. I mean, all of these. Moments in time mean that our identity underpinnings are going to be challenged in new ways. And the quote unquote way our life works is going to be probably reshaped. And my view, after going through it with less of an intentional approach, is that having some intention around those things. Makes those changes much, much easier to navigate and actually can move them from. Sort of unsettling to exciting, because you start to imagine, Wait a minute, I’m actually on an adventure here that I am offering. I’m the one deciding how I want this to work. Instead of sort of waiting for things to show up and then find them confusing, and then sort of find yourself in problem solving mode, you know, for a long, long time before you resettle. And so, I think about You know, the questions of who do I wanna be in this next chapter. It’s a little more useful than what do I want to do? You know, we need to figure out who we want to be. And, and by that I mean, what are the things we value? What are we trying to be more of in our lives? You know, are we, you know, what’s our formula to be resilient in the world? And how do we function, forget the roles, you know, who are we under all those roles? And how do we want to Sort of bring those pieces forward and then think about the roles that we wanna play in life and how we want to play them. And similarly, life structure to me is often driven by the major thing we’re doing in life at that time. So it could be school. You know, more often it is a career. And, and so usually we are focused on something significant. A monolithic undertaking. It could just be raising your family, but, you know, it’s something that asks uh most of our energy. Uh it, it’s very demanding and therefore, we organize most of everything else we care about around the edges. And we’ve got to recognize when that monolithic. Undertaking diminishes or changes or goes away. If your whole life scaffolding has been built around that, it’s very, it’s a little mess messy jumble there for a little while. If you don’t stop and think, how am I gonna redesign things? I mean, And that’s going to be driven by how much freedom you have, how much choice you have. What are the known knowns? What are the things you’ve got to show up for every day? And, but how do you optimize the rest of your day so that your energy and your use of time are as much as possible intentional. They’re things you’re choosing. And we talked to people about, you know, your physical well-being, your relationship world, your, are you working on things you find fulfilling? Do you have time in your life for contemplation? I mean, these are things that In the thrust of middle adulthood even, we often just barely get time to make, you know, to think about. And it’s, it’s worth asking yourself, even if you only grab 15 minutes a day to sit with yourself, can you make that happen? So, I agree. I think anybody who can focus on these things with some intention, no matter what age they are, will, will likely have a, a sense of greater well-being. And greater flourishing than if you are just sort of head down, going like mad, you know, until you claps at the end of every day, which, which is where I found myself when I left my career. I, I love your metaphor of the scaffolding because it can be taken down methodically or, you know, a vehicle could crash into it and it could, could tumbling and be be devastating. You got it. Um, you have throughout the book, you, you cite a lot of, um, you share a lot of questions that you ask your coaching clients, share some of those questions. You, you touched on them a little bit about resilience, but specifically, what, what are some of the questions you ask? Uh, your clients to, to ponder as they’re working through, you know, identity and, and, you know, life restructuring. Absolutely. So, yes, I’ll I’ll share several. They’re, um, they, they’re quite thought provoking, you know, and, and hopefully some of your listeners may well may take some of these and sit down with them and think, see what comes up. But one question I, we love to ask, you know, everybody is to think of three people they admire. And, you know, we don’t care whether they’re known to them personally, you know, living, dead, his historical figures, even, you know, mythical figures. But just three people that you have noticed somewhere along the way and thought, gosh, you know, I really admire that person, even if it’s not everything about them. So we sort of take those names down and then we really Intentionally ask them to explain why. You know, tell us why. What are the things you’ve noticed? And we’ll, we’ll note those words down. But it’ll be things like, gosh, he was such a wonderful listener. You know, we would uplift people, or he was inspiring, or, um, you know, he’s so wonderful with language or whatever these things are. So we make our list and once we have reviewed, or we’ve got our list. What we explain to people is typically the things we admire in others are the very things we would love to bring alive more in ourselves. And it doesn’t mean that, you know, it’s, it’s gonna be a snap your fingers, and I will be able to embody these things, because often they are aspirational. They’re things that aren’t as alive in us. And so we see them alive in someone else, and we say, oh. I would love to be more like that. But what that collection of attributes is in, in psychological terms is your self ideal. And whether you’re conscious of it or not, we all have a self ideal. We all do walk around with a set of attributes we’re sort of always trying to grow closer to. And it’s very interesting when you actually catalog them and look at them, and then start to say to yourself, Now, that’s interesting. How can I bring more of that alive in the way that I live? You know, and maybe that will influence the next role that I consider taking or just it’ll influence the way I approach, uh, the role of parent or friend. But people love that exercise because it is a non-obvious insight. And, I mean, almost no one we work with has ever thought about that. But the second they see the list, they go, oh my gosh, that’s my list, you know, I, and it’s kind of exciting. So that’s a great example of one that if I, if I answered that with Santa Claus, Easter Bunny, and the Great Pumpkin, would, would you refer me for therapy? Yes, he goes into a special category. Yeah, but, um, more, yeah, a couple more, couple more your client questions. These are, these are excellent. These are, it’s it’s introspection, it’s it’s inspection, it’s intentionality, you know, it’s thoughtfulness. Yeah, I mean being thoughtful to yourself, being self-aware is the thoughtfulness of thoughtfulness to others is essential, but being thoughtful in your own. You, you, like I said, your own life, your own identity, you know, you can make the life that you that you aspire to. That’s right. So, so yeah, so, yeah. Yeah, another great question that, um, I think always reveals a, you know, great insight for, for this purpose. I will ask people to tell me a story that has these elements in it. So I’ll say, I want you to think of a story where you were doing something you’re just naturally good at. You know, it sort of comes to you easily, and you really enjoy it. It’s a kick in the pants to do it. And the third element is, in the process of doing this thing, you became aware that you helped somebody. So there’s a feedback loop of somebody getting help in a way that was really rewarding for you. And you sort of get that spring in your step in that moment, right? Like, ah, this is my sweet spot. I love doing this thing. And I love it even more when they’re small stories. You know, I’m not looking for that. I was leading a boardroom full of 60 people and I was this, you know, I’m looking for, like, hey, I showed up and helped my neighbor with this problem he had. And, you know, I’m just really good at that thing and it’s. And I could tell he was really grateful. But I, I love those stories. And I, I, I try to get people to think of several, and then think, what is the theme underneath of these things? Because that for you is a very animating thing to do. It animates you, it energizes you, and it feels purposeful. And so often we can find examples of these stories that occurred in work working life and personal life, ideally. And there’s a theme there. And when we can unpack that theme, that’s another very rewarding insight because the question is, how do you go do that some more, you know? And, and it’s all of a sudden we’re in the world of possibility again, instead of the world of things ending. We’re in the world of new beginnings. Like, whoa, you’re right. That, I love doing that. Where do I go do that? And it turns out, I mean, if you’re brought up in your theme, you can do it all kinds, in all kinds of places. And, and, you know, so it’s helping people connect to these items that are not, I mean, they’re so internal to us. We, they aren’t obvious to us, right? So it almost takes getting out of your picture a little bit to see that. But the minute you do, It just gives you this little boost, and you think, I, I love doing that and I’m gonna go do that some more somewhere else. And so that’s another great example. Yeah, these are brilliant. Yeah. Um, let’s talk about play. The value of play, so, so underrated, you know, we can’t play after we’re 9 years old or whatever, you know, that’s tragic, that’s tragic. So, you know, there’s other forms of play, um. And, and, uh, why don’t you talk about Harvey Oldbars. I, I nicknamed him. That’s not his name, but you, you give his first name and he, you know, so tell the story of Harvey Oldbars and then, and, and play, what, what adults play for adults. Absolutely. So I’ll. I’ll tell you I’ll explain a little bit about some of the research, and then I’ll share that story because I love that story too. Um, Stuart Brown was the author of a book called Play. He was studying the way that, you know, mammals, including humans, use play to continue to grow and develop in a very safe way. And the beautiful thing about play. Is it’s, it’s usually low stakes, right? It, we’re not doing it to survive. We’re not doing it to put food on our table. We’re doing it to have fun, to grow, to experiment, and it’s, it’s an absolute necessity. And the development continued health of the mammalian brain. And that’s as true for humans as anyone else. And you can see it in young mammals, right? Young animals. They play incessantly. They’re learning to hunt. They’re learning to pounce. And so, if you can take that analogy and apply it to yourself as a human being, you realize, oh, interesting. Play is not this, you know, silly thing. You must set down so that all you can do now is work. It is a way to keep growing in a, in a relatively low risk way that’s also enjoyable. And so I loved, yeah, I won’t take too much time going into it, but the book’s worth reading for anybody out there listening. But the final thing I’ll say is he, he has identified what he calls play archetypes, and there were 8 of them. And so his, his book is great. It’s sort of, and then you can sort of figure out where do I fit, you know, am I an explorer? Am I a competitor? I, anyway, all these different ways people play as adults. Well, we always raise that with our clients because many of our clients are divorced from any conscious sense of play in their lives. And when we remind them that there’s actual value to this in terms of your own brain development and health, they think, oh, OK, that’s interesting. But it also opens up an entire world of new activities that are, you know, really fun and energizing and interesting, but it helps combat that sense of I’m squandering my time. So one of our clients was sharing with us that When he was working, and he was a lawyer and he had a very intense career, so he was always traveling, and anytime he was on a business trip, as soon as he could finally break free, he would find himself going. To the sort of oldest, most local bar he could find. And whatever little weird town he was in. And it wasn’t, he wasn’t going to, you know, slam drinks all night, but he’d, you know, sip a beer. But what he’s really going for was he wanted to understand the history of this place. How did this bar come to be? who owned it? Who owns it now? What’s the, where are the stories? What’s it meant to the community? He just was fascinated with these places. And I got this sort of I thought, well, what if that’s play. You’re just, you’re playing. That’s a fun little exploration. And he said, Oh, absolutely, you’re right. And it’s the conversations that I’m there for. And so as we talked more, another thing that came up is that he, he loved, he loved being a photographer. So he was, you know, just sort of a photographer on his travels. And anyway, the long and short of it was, we developed this idea together that one of his new Ways of engaging would be to be intentional about traveling the US, finding the oldest bars, maybe in the country, choose 20 or something, go visit them intentionally, set up interviews, photograph them, tell a little vignette. And maybe put a book together about this. Maybe even started as a series of articles. He, he lit up like the sun. I mean, this was sort of like the bulls Eye idea. So that is one of the things he went off to do. And it was And it was so fun and enriching. And frankly, I think the, the bars he was reaching out to and the people he was reaching out to were so honored, you know, that somebody was interested in what they were up to. So it’s that kind of thing that I think can come out of the conversation about play, because often I think we dismiss those things as, oh, that’s, you know, that’s squandering time, that’s not valuable. No, no, no, those things are full of gold. It’s time for Tony’s take two. Thank you, Kate. You’re listening to a top 10 podcast, Million podcasts at millionpodcasts.com. Put us as a top 10 podcast on their fundraising list and on their nonprofit list. So, I’m grateful to them. Thank you very much to Million podcasts for Recognizing the show, um, you know, you’ll find others on there, of course, you know, somebody’s got to fill out, uh, 1 through 9 so that we could be in the top 10. Uh, but, you know, those other ones, yeah, hm. Uh, they’re OK. They’re OK. You, you wanna, you, you’re at the right place. Let’s just put it that way. You’re at the right place right now, listening to a top 10 podcast. Thank you very much, Million podcasts. And thank you for always, thank you for listening to nonprofit Radio. You put us in the top 10. Thank you. And that is Tony’s take too. Kate. Congratulations, Uncle Tony. Congratulations, uh, associate producer Kate Martignetti. It’s a team, it’s a team. Plus all our plus all our other team members. Mark Silverman, our web guy, everybody you say at the end, Susan Chavez, social media, Claire Meyerhoff, creative, everybody, everybody. We’ve got Beu but loads more time. Here’s the rest of consciousness and intentionality in work and retirement with Elizabeth Zallika Parsons. This is very related to something else you talk about is embracing new mindsets that we’re, you know, we’re, we’re evolving, uh, you know, so. Is there any, is there any more detail you wanna add about, uh, mindsets then, you know, beyond play? Yeah, yeah, there, well, of course there is. It’s a section of your book. There’s otherwise, otherwise there would be a heading, and then there would be this page intentionally left blank, but you didn’t do that. So yeah, so, so share, share some of you’re thinking about, yeah, mindsets, it’s just, it’s so natural from, from embracing adult play. Yes, definitely. So, I, I love the discussion about mindsets because I think that often. You know, and again, I don’t mean to make this overly connected to people who are leaving careers for actual retirement. But if you’ve been in any context where your role is to react to the content that other people are providing to you, it gets to be a strong habit, right? It’s, and so, if you’re in any sort of job. You know, you essentially are that. You, you show up every day and there’s stuff to do, right? Often that other people have given you. And so, you, you become a very good reactor. And I remind people of that. Almost always, you are a wonderful reactor, but you’ve got to become a creator if you want to be intentional about the life you’re about to, to lead. You’ve got to be the author of the content you’re gonna live. And it’s not that we don’t. You know, we don’t have the skill to do that. We just aren’t used to doing that. So it’s often a light bulb goes on for people when they realize, oh my gosh, the biggest mistake I could make is to sort of set down whatever it is I’ve been doing, and then just turn around with the same mindset and wait for stuff to appear. That’s like a recipe for feeling irrelevant and unempowered. Because if nobody’s continuing to serve up stuff to do. You feel you’re sort of wandering around aimlessly going, what do I do? What do I do with all this time, you know, you give the example of like a lawyer who says, well, I’ll be a mediator. Yeah, right, you know, I’ll just go find more stuff to react to. So that’s a mind shift shifts a mindset shift that I think is extremely valuable. Another one is to Embrace the idea of being an experimenter, as opposed to somebody who always gets it right. So, uh, you know, I will watch people entertain a fresh idea that they get initially excited by. And then their, their critical mind jumps right in there, you know, because they start, that part of their mind, which is often very valuable at work, starts telling them all of the reasons why this is just never gonna work, can’t do it. Total long shot. Stop it, don’t even go there, you know. And I say, no, no, no, set that guy down on the bench. You’ve got to go experiment. What is the cost of experimentation, right? It’s just data. You, you experiments really don’t succeed or Fail. They give you data. And so you shouldn’t ever go into it with the success failure thinking. Go into it as, oh, interesting. We’re gonna try this. We’re gonna get data, and then we’re gonna use that data to shape our next decision. That is a much more helpful mindset if you want to be expansive and you want to try new things. And similarly, you know, I think I just, I just something there? I’m, I’m always, I do a lot of fundraising. Consulting and training and I’m always saying, you know, when you’re gonna start a new program, think about how you can instead of why you can’t because the why you can’t, if you’re searching for the why you can’t, I could name a dozen off the top of my head. I don’t even have to know you’re nonprofit or you or you as a person. Uh, I don’t have the bandwidth. I don’t have the money. I don’t have the time. My family demands are too high. I just got a new house. uh, I just got new job responsibilities, uh, you know, the lawn has to be cut, you know, uh. How you can instead of why you can’t. I love that. I love that. With your permission, I may borrow that question from my own it’s it’s just it’s opening, you know, OK, let’s put aside, like you said, put aside the the reasons I can’t. Let’s think about the strategize over how we can, I can, OK, just a little. I love it. I love it. I think that is a genius way to frame it. And another, and on that vein, I mean, I will work with people who express a true desire to take on a new challenge. And I mean, a few that often come up or play some musical instrument that they never got around to trying or, you know, learn, you know, the martial arts or, you know, learn a new language. And, and they have a narrative about, uh, you know, I don’t like, I’m not gonna be good at that. I don’t think I’m gonna be good at that. And they’re so used to mastery, right? They’re, we all have a comfort zone. And when we’re in it, it’s so comfy in there, right? You know, we don’t, we don’t have to be comfortable, you talk a bit about how uncomfortable the comfort zone is. Yes. And so it’s leaving, it’s hard. We know, I mean, we get it. It’s hard. But if you can reframe this from I’m a master at the piano right now to, I’m a student of the piano. I’m a student of this language. Suddenly, you know how to be a good student. You don’t have to be a master yet. No one expects you to be, but you know how to be a good student of something. And if you can just take the value in that, that piece of identity can feel much more comfortable than, I’m a lousy guitar player, you know? No, you’re a great student of the guitar. Totally different mindset, right? So, it’s things like that, and very much like your question, that we really, really work to Um, emphasize because being, you’ve got to stay in the world of possibility. Like you said, there were a million reasons you can kill your dream. There are a million reasons you can you can say, this is never gonna work. But if you can find the possibility in it, and you can look at the whole thing as an adventure, go for it. Why not? You know, it, it’s, I mean, the It’s people regret the things they never gave themselves a chance to try, you know, and, and that’s awful to have those regrets, to have those regrets in any time. I don’t care how, I don’t care what age you are. I have regrets. I, you know, if I had tried, who knows what would have come of it. That’s right. That’s right. And I say to people too, so you might try it and hate it. That’s great. Yeah, you’ve mentioned it a couple of times. You talk about metrics. You know, what, what metrics are you gonna use for your to evaluate the, the value to you of your new mindset? How are you gonna check in with yourself to make sure that this is giving you the, the, the joy and the, and the fulfillment that you expected it to, right, so we wanna, you know, there’s some evaluation too. Yes. Oh, definitely. And I think, you know, certainly in working life, we’re measured externally, right? Well that’s ways. Yeah. So, you know, you can’t take those shardsticks forward. I mean, I mean, I think, I mean, you, you can, but you’re not gonna feel very good about the feedback loop, so. What’s better is to start setting some definitions for yourself. Like, what do I want, you know, my physical well-being to look like? What, and how, and, and how can I measure my progress? What do I want my relationship world to look like? How close am I today? Well, what are the indicia that I’m moving in the right direction? We encourage people to set. Those, you know, metrics for themselves and, and source your sense of OKness internally. Source it from yourself, because, you know, we are constantly evaluated, graded, measured, awarded, you know, in external ways throughout our lives. And it’s very easy to get conditioned to needing that, to feel like you’re OK in this world. But the more you can source those things from your own self, your own definitions, and from the most meaningful places, you can identify the happier you will be. And, and that’s particularly true if you’re stepping into a chapter where you are the one creating your life, right? Because who else is gonna stand there and tell you you’re doing it, OK, but you. There’s something very funny, um. You, you, a lot of your clients and a lot of the folks that you cite in the book are, are attorneys, you know, clearly, uh, partners, long, long standing partners at big firms, but you mentioned your own. Yeah. Were you a partner when you left at 35? I was not. I, you know, I was. Well, I was exactly. I was in my 10th year and the the thing was you got to start working, you gotta go 6 months in London, 6 months in New York. I had a 3 year old and 18 month old. I mean, I was like, I appreciate it, but that’s not happening, you know. The reason this is funny is because I, I practiced law for 2 years. Uh, I loved, yeah, I loved law school. I went to Temple Law School. loved law school. I wish law school was 5 years instead of only 3. I loved law school. The practice of law. I made a decision, you know, I was, uh, I, I chose a, a, a, a medium, I guess in New York City would be a medium sized firm, um. And uh it was general liability and medical malpractice, uh, defense, to all defense work. Um, hated it, hated it. The partners, uh, the partners were fighting with each other. Um, at one point there were partners fighting over me. I had, I showed some early talents fighting, and then they, they were all gray-faced. They were all divorced. They’re estranged from their kids. I thought I’m dreading, I don’t. You’re supposed to like I’m working this hard for that. Yeah, for that I’m supposed to aspire to progression, and I’m I’m terrified of it. I don’t want to look like those people. So that firm actually began to implode like partners were leaving and taking hundreds of cases at a time, like major medical center, you know, 200 cases out the door each week or something like that. So I went to a much smaller firm, same kind of practice, hated it. It was cliqueish. If you were in with the, the name partner, you were great, but if you weren’t like me as an outsider, I was new, you were, you were on the outs, and that was only like 12 or 12 or 15 attorneys. I got so disenchanted I quit. I, I, I quit the practice 2 years and I started my first business, which was to prevent people from becoming unhappy, burned out attorneys. I, I called it, I called it attorney career guidance. New York City. I didn’t know what I was doing. I just, I had always had a, a, a, a, a, a, um, a talent for resume writing and cover letter writing and interviews, and I did some of that in college. I worked in the, in the, the college, the office that helps you with get job with the grad studies office or something and all that, yeah right, career guidance. So I parla into a, into a business career guidance. It was unbelievable. I love it and it, it, it did so, so, but I, I kept it for about 44 years and then I. Re-engineered myself again into nonprofit fundraising where I’ve been since since 1998, but, but I was trying to help people not become gray faced this miserable people miserable divorced, estranged from children, uh, attorneys because I knew I wasn’t the only unhappy attorney in New York City. Yes, exactly, exactly. I love that story and Bravo, the reinventions, they’re fantastic. Oh, they were, they were harrowing, but oh, my, my mother, I told my mother she had a knife in her hand when I told her I’m, I’m leaving the law. If it’s at the cutting board, I can picture her in our our home in just the cutting board holding the knife. I was, I had to step away, just, you know, be outside arm’s length just in case, um. So, uh, so I was trying to help attorneys, you know, not be unhappy if they, if they were currently unhappy. I was trying to help them find a better Yeah, a better career, using their skills in a in a in a different way. That’s right. So yeah, let’s go back to your book, um. Um, oh, evolve, no, um, man, time, we’re sovereign over time. Yes, you have control over your time. The, the calendar does not control you. You control it. Talk about our, you, you, it’s, it’s eloquent in the book. I’m sure you can do it here too. Our, we’re so I love the idea of the phrase like the sovereignty, not just, you know, time management, but we’re sovereign over time. Absolutely. Well, I think it’s such, um, again, we get so habituated to others telling us how we have to be with time, right? You know, and most of us, I think, in life, especially these days, we live with a feeling of time scarcity, as if we just haven’t been given enough time to do all the stuff. We somehow think we need to get done, or somebody else is telling us we need to get done. And it, it’s really interesting when you stop for a minute and realize time only exists because you yourself are perceiving it. It’s not a thing that lives outside of you. We, we’re not like beings running around in some giant, you know, time sphere. I mean, we generate time by our lives. And so your own priorities about how you want to engage will then shape time. And but we just get so used to being at the effect of time that we forget we’re in charge of it, and we forget that we can choose. To spend our our energy during the day in an intentional way. And I think that’s especially true for people. Who sell time for a living, right? It starts to feel as if time is actually this externality, and it’s like a jar full of it or something, you know, and it’s like, oh, I ran out of it again. I mean, it’s, it’s not outside of you. And it’s, it’s almost a mindbender to get your head around. But when I started to actually think about what does An energizing day look like. If I could make it up any way I want, what does it look like? And I started mapping this thing for myself and experimenting. But realizing that, you know, until I can imagine an ideal day, I’m never gonna live one. And this is one of the things you ask your clients, describe your ideal day. Walk me through it in great detail, and I don’t want to hear about the day you actually live. I want to hear about the day you would design if you could have it perfect. And that’s, you have to suspend this thinking about, yeah, but I have to do this and I have to do that. I have to do this. Forget all that for now. What would it look like if it was just your perfect creation? That is always such a fun exercise because what you end up realizing, there were rhythms to the day that worked for you. Some people love to get up early. They wanna have quiet time right away. You know, other people love to be active first thing in the morning, or they’re like, Oh, you know, between 8 and noon, that’s my power. Mental hours. Like, I can do 7 hours of work in 3 hours, you know, in those, in that time of day. But when you start to see these, these sections of the day, and when do you want to be social? When do you like to be, you know, sort of thoughtful? When do you just want to be on your own? When do you want to be out of the house? When do you like to be in? I mean, it’s suddenly you realize you’ve got your hands in the clay. And then you realize time is your clay, and you can shape it. You can use it the way you want to use it. But you’re never gonna get there imagining that time is outside of you, and it’s this force that is, that you’re in battle with. You know, you can’t, you can’t be in a battle with time. It, it’s not, that is never going to give you the sense of control and sovereignty over it. That I think you actually have. But this is definitely one of the harder concepts for people to actually implement. And so, we try to give them ways to experiment with these ideas. But if you keep at it, suddenly you realize, wait a minute, I do get to choose. The every single thing is a choice. And, and even for folks who are still working. OK, now, if you’re still working, you’re gonna have constraints on your time. There’s gonna be a weekly meeting, bi-monthly, you know, whatever, there’s gonna be those, but, but without around those exercise your sovereignty, know. Yes. Yes. Here’s an example. We had a very, very, very busy mid-career, um, professional come to work with us. And he came because he said, if I can’t get this solved, I’m leaving my career now. And I should still have 10 good years. than me, but I can’t do this anymore. So we said, OK, let’s, let’s, you know, so among all the other things we did, one of the, one of the things we did was we really worked with him on, talk to me about why, why you’re, what makes a day great or what makes a day not so great. And so he’s talking about how his, his assistant would just throw meetings, these meetings that he just couldn’t stand on his calendar. And they were always the internal ones where everybody’s whining and complaining at him. And he’s like, they just show up all over the place, all over my calendar. And we said, Well, what I understand you have to do those to a certain extent, but what if you constrict them to just Tuesdays? And I, I won’t use our, our, our colorful language, but we called it Tuesday, should they? You know, it’s like Like, you can swear, you can you can swear. Why don’t we make it Tuesday shit day, right? Like, it’s just Tuesday. But then Monday, Wednesday, Thursday, Friday are free of those things. And he was like, Oh my God, that’s, that’s a mindbender. It’s perfect. And that is exactly one of the things he did. And, you know, he ended up making it to the finish line in a much more energized way. Now, that was a tiny piece of the work we did. But it’s a great example of remembering you are sovereign over. You know, what you let into your life and when and how it shows up. And that leads into not managing time but managing your energy, your energy, it’s, there’s so much you could have written a wellness, well, I don’t know, like a, I don’t know, a professional development, I don’t know, professional survival. This is not, this is not by any means restricted to people planning for retirement. Yes. It’s funny, the number of people that we work with who say to us after we’re, you know, through our two-day program, they’ll say, I, I should have done this 15 years ago, in the middle of my career. It would have completely transformed how I approached everything. And I don’t think I’d be so daggone tired, you know, and, I mean, to appreciate you saying that, we get that feedback a lot, that these concepts are really about optimizing the way you’re living with, you know, trying to be more intentional, trying to understand who you are. How you want your life to work, and then figuring out strategies to put that architecture in place. And then realizing that it’s always iterative. You know, this whole thing is a, it’s a mosaic, that you’re constantly shaping. Um, but I just think that sense of agency is so important. And when we, we feel that the effect of our lives, like we have no choice and what is going on every day, it’s just so exhausting. And if you can get your sense of agency back, of course, there will always be constraints, but you can make this beautiful picture out of it, right? That’s still got all the constraints in there, but there’s all sort of, all sorts of juicy stuff that you’ve put in there with intention. That’s a very different proposition. And even more now, so since the pandemic. So, you know, so this revolution just within the past 5 years, if you have the value of hybrid work, you can, if you can, whatever day you can work from home, it could be 5, you know, but whatever it is, even if it’s only 2 or 3. You know, you have greater flexibility there than you do in the office naturally. You still have, you still have agency over your time, even in the office. But, but when you, when you have the value of hybrid work which is new to us, and we have this beauty, this beautiful gift just in, in the past 5 years. Take, take fuller advantage. There is no doubt about it. We, those themes are so strong and I think people got, there’s more opportunity for this kind of thinking and actual implementation than there’s ever been. So it’s only been 5 years. So don’t, you know, don’t be taking it for granted. It’s only been 5 years. It’s a revolution in work, internalize it, you know, to see the, find the value of it for yourself. All right, so talk about managing energy, not time, energy management. Never heard this before. Yes, so I stumbled upon this work, uh, you know, when I was trying to put my sad little life back together. And, um, of course, I was the consummate time manager, of course. So I, I was, I was like, to your point you had to what? I don’t know. Were you 6 minute increments? Yes, that’s incredible we should, we should acquaint or just a little digression, just acquaint people with billing at a firm. I, I’m accustomed to the same thing. Yeah, what, what this looks like. Yes, so you literally have to record and explain and justify what you are achieving. For whomever and literally in 6 minute increments every 10th of an hour an hour and, and it has to be specific and valuable and, you know, expressed well. I mean, it’s just nuts, right? You, you, I, I said I used to joke to people, I feel like I’m selling my life away one hour at a time. Like, what, what am I doing? And I mean, I don’t mean to knock, you know, people who love being lawyers, but it’s, it’s, it can create some very weird. Dynamics with time and you, you just feel almost like you are selling your life away, you know, it’s the strangest thing, but anyway, can I, can I just give you my, can I give you my, my, my own personal, um, uh, I, I, I never, there was never a billing code for thinking. Thinking there was a bill. Everything was enacted a researching, writing, drafting, arguing, attending, you know, answering, whatever draft, but there was never a billing code for just thinking and I thought so much of what a lawyer does is just thinking. But there was never, you couldn’t, you couldn’t build 6 minutes for thinking, let alone, you know, an hour or you know, so and I used to look at, you know, so I practiced from 1990, 1980. 1989. I graduated law school, no, no, I started 18992. I, I, I practiced law for two years, 192 to 194. We didn’t have computer billing. Right. Every day looking at that blank page, staring the, the ledger, the one that you had to fill up with like 12 or 13 or 14 hours, and whatever you didn’t do was gonna spill over the next day or weekends. And that’s how you end up now I never, I did not have this was smaller fronts, we did not have 80 hour, you know, requirements or even unspoken requirements like I, I know you did, but 60 hours, you know, 60, 70 hours, you’re supposed to bill a lot and you didn’t do enough any day, it was gonna spill over. And every day, like turning the page or the blankle from the full page the day before turning it over to the blank page on the other side, oh my God, I have to start with the 6/10 of the 10th of an hour now again, and I can’t finish until I’ve got whatever uh 1000s done. Oh my God, you know, it was, it was just so dispiriting every single day, every day. The blank page, the physical blank page. OK, I’m sorry, opposite of energizing every day you’d look, I, I would fear going to the blank page of like on the bus ride into the city. Oh my God, the blank page is staring at me. All right, any case, all right, so that’s what you had to account for, you know, at 80 hours a week and in increments of 6 minutes. So, so. Yeah. It’s OK, that’s a lot on time management. You had to be a a consummate time manager, but, but the, the higher plane, the enlightenment, the enlightenment of energy management. Yes. So, as I was trying to come up with a completely different theory of how to live a life that I was proud of. I, you know, I, I read this piece of research, um, that these two gentlemen had done on high performing people, meaning people who could show up consistently the way they wanted to show up under often very intense conditions. And they worked with, you know, some of the best tennis players in the world, for example. I mean, they’re out there by themselves and, you know, under great pressure, and they’ve got to perform. So, what is it these people have figured out? You know, they were very into Interested in understanding what it was that high performing people had tapped into and what their research uncovered, and they published it in a book called The Powerful Engagement. But what they uncovered was that the currency of high performance is energy, not time. And the problem with time is we all get the same amount of it, right? You don’t magically get more. I mean, it is what it is. Energy, on the other hand, is something you can build more capacity in. And I just was, my mind was blown. I thought, of course, that makes complete sense. You know, and they pointed out, well, we understand what physical energy is, right? It’s how much get up and go do you feel. But you also have emotional energy. You know, you can have a lot of negatively charged emotion, or you can have a lot of positively charged emotion. You know, your mental energy, like how much, how steadily and for how long can you focus on something, but even your spiritual energy, which is not necessarily religion, but that your inner life, you know, your sense of purpose, and so. What they sort of explained in this book was, we can all build capacity, and you do it this, just like you build a muscle. You stress it and you must let it recover. So you oscillate between states of exertion and states of recovery. And if you do that consistently and intentionally, you will find that you build more and more and more energetic capacity. And if you do that across all those realms as a human being, you’ll, you’ll sort of be this unstoppable force of a person. I was fascinated by this idea, but what it lit in me was a curiosity. And I thought, let me try living this way. Why not? What do I have to lose? I mean, you know, selling the six-minute increments didn’t do it for me. So it, it’s, it was fabulous. And I still read that book. I’ve probably read that book 10 times. It is such an interesting blueprint for living. And of course, there’s so much more, you know, I can’t possibly touch on in this chat, but I would really encourage people who find it intriguing to invest whatever it would be a few hours to read through this book, because it is fascinating, and I, I talk about the application of some of those ideas in our work. In, in helping people think about this life restructuring, right? Because how do you approach life now? I mean, if I’m setting down that other model, what’s gonna replace it? So this is often a very intriguing way to start thinking differently about how you make the most of a day, a week, even a year. And what am I working on? Am I doing things that build my energy? Do I feel more energized or drained by that thing I just did? Do, am I doing enough recovering? I mean, most, most people working through middle life are not recovering enough, you know, they’re just, I didn’t. I was like mock 10 all the time. So it was, it was a really, it was a game changer for me. And um the name of the book again? What is it? Yes, it’s called The Power of Full Engagement. Jim Lore and Tony Schwartz were the authors, and it was written in the 90s, but it’s still, it’s still available everywhere you can buy a book. Is that the same same Tony Schwartz who wrote uh The Art of the Deal? I don’t think so. No, I don’t think so. And I know Jim Loh has gone on to write some more like the the principles of conscious leadership, I think is his recent book. Anyway, he’s a really interesting thinker and has a lot of great stuff to say. Let’s close with relationships. I’m, I’m a, I’m a huge believer in relationships. I’m the guy who gets our high school friends together, my law school, our, our Air Force reunions, the college fraternity reunions. I love, I, people thank me for doing it and I say, no, I’m, I’m not doing it for, I’m, I’m selfish because it’s a joy to me. I, I’m getting us friends together for selfish reasons because it’s a joy for me to be around all of you and to see everybody else together and, and when it’s those deep deep friendships that go back so many years, there’s, you know, there’s no personas, there’s no facade. We all knew each other when we were college assholes, so. We’re not pretending. We’re not, there’s no family persona. There’s no work persona. There’s no relationship persona. It’s just you. It’s just you. So put your feet up the way you used to, and you know, so, uh, so we gotta close. uh, there’s so much more in the book. I’ll, I’ll, I’ll, I’ll, I’ll say a little more when we close, but we gotta close with. The value, the joy of personal relationships. Absolutely. We, we emphasize this so strongly because You know, I think any, any of us, no matter what stage of life we’re in. We struggle to make time for all of the people in our people world, right, that we’d love to stay connected to. It, it’s hard. I mean, there, you know, when you’ve got so many demands on time and so much to get done and all those things, it’s easy to like, think of your relationships as the things that are expendable. But what we remind people is that they are really the richest part of your life and always will be. And if you can Think intentionally about who you want to be alive in your world with you, what kinds of relationships you want, what, what are the characteristics of those relationships when they’re really working? You will never ever regret investing in your relationships. Never. You know, when you look back on life, it’s always the people. It’s always the people. And so, especially for people, you know, shifting out of one chapter and into another, there’s often A loss of some, some part of your community, you know, whether they were colleagues or the neighborhood of people you lived near, or your kids are grown up now, and all those parents you raised them with or you going other places. So, continuing to stay connected to the relationships that Always mattered to you, is so important. And I think a lot of people coming through middle adulthood and moving into this chapter, maybe where they’re finally, their kids are grown and career is kind of starting to mellow out a little bit. They’re like, Oh, I finally have time for my friends again. But I feel a little sheepish, cause I’ve been AWOL, you know? And we remind them, everyone’s been AWOL. I mean, you know, you’ve got to be proactive because if your old friend reached out to you after 20 years and said, Hey, I know it’s been forever, but I’m in town. Do you wanna grab lunch? What would you say? You’d say, heck, yes, I’m in. So they, it’s like, Oh, you’re right. So we, we literally have a model for people, you know, an approach to use to Really get that engine going again. And I tell you over and over and over when we’ve been working with people for a number of months after the original session with them, they talk about this and how thrilling it is to be reconnected to people, um, and to be deepening their family relationships. Oh my gosh, it’s, it, it, it, there’s, as you know, there is a limitless amount of joy there. All right, Elizabeth, there’s so much more in the book. You got all of part 4, which we didn’t get to, you know, you, you got a 6 month checklist, you know, so, so for anybody who is retirement planning, uh, there’s, there’s great value throughout the book, but as we’ve made plain, it’s not only for people planning retirement. I, I think it’s just, it’s just, it’s, it’s mindfulness and intentionality. In, in mostly career, but there there are a lot of life, you know, non-career aspects to what you talk about too. Uh, so congratulations on the book. Thank you. Thank you. I really appreciate this conversation. I’m glad. Thank you. Uh, your book is Encore. Well, you know the title. I’m I’m saying this for listeners. Uh, you know the title of your book. Encore, High Achiever’s Guide to Thriving in retirement. But the value goes way beyond uh retirement planning. Elizabeth Zlika Parsons, you’ll find her on LinkedIn, uh, again, I, I hope you’ll connect, you know, you don’t have to, but it would be nice, I think, and, uh, you’ll find her practice at encorrico.com. Thanks so much, Elizabeth. It was a pleasure. Thank you very much. Next week, donor advised fund, fundraising. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.