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Nonprofit Radio for April 29, 2024: Acquiring Email Leads On Social & Matching Gifts 101, 201, 301

 

Melanie Schaffel: Acquiring Email Leads On Social

This 2024 Nonprofit Technology Conference conversation helps you ensure your email acquisition efforts are targeting those interested in your work. You can incentivize your social audiences so they’ll willingly share their emails and you can measure the success of your acquisition campaigns. Melanie Schaffel from Parkinson’s Foundation helps you get started.

 

Julie Ziff Sint, Alison Hermance & Mark Doty: Matching Gifts 101, 201, 301

Julie Ziff Sint, Alison Hermance and Mark Doty, also from 24NTC, explain the different types and styles of matching gifts and challenge grants. How do you ethically message and how do you establish your own matching gifts asks? What if you don’t have a matching gift to take advantage of? And more. Julie is with Sanky Communications. Alison is from WildCare. And Mark is at San Francisco SPCA.

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d get slapped with a diagnosis of primary sclerosing cholangitis. If you inflamed and scarred me with the idea that you missed this week’s show. Here’s our associate producer, Kate with the highlights. Hey, Tony, this week we have acquiring email leads on social. This 2024 nonprofit technology conference conversation helps you ensure your email acquisition efforts are targeting those interested in your work. You can incentivize your social audiences so they’ll willingly share their emails and you can measure the success of your acquisition campaigns. Melanie Saffle from Parkinson’s Foundation helps you get started then matching gifts. 101, 201 and 301. Julie Zant Alison, Hermance and Mark doty. Also from 24 N DC. Explain the different types and styles of matching gifts and challenge grants. How do you ethically message and how do you establish your own matching gifts? Asks what if you don’t have a matching gift to take advantage of and more Julie is with SI Communications. Alison is from Wild Care and Mark is at San Francisco S PC A on Tony’s take two travel convos were sponsored by Virtuous. Virtuous. Gives you the nonprofit CRM fundraising volunteer and marketing tools you need to create more responsive donor experiences and grow, giving. Virtuous.org here is acquiring email leads on social. Welcome back to Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference in Portland, Oregon where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Before we start the conversation, I wanna let you know that you may hear sounds of a uh a AAA tear down around us. There’s uh 24 NTC. The, the archive is uh being taken down booth by booth around us. But nonprofit radio perseveres, this is irrelevant to us. Uh We have our own power. I have a generator outside uh uh and 50 gallons of diesel fuel. So we’re, we’re prepared to continue regardless of what happens around the nonprofit radio uh booth. And for our, this is our final conversation of 2024 and it is with Melanie Saffle. She is senior manager of digital advertising at the Parkinson’s Foundation. Welcome to nonprofit Radio Melanie. Thank you, Tony. Thanks so much for having me. It’s my pleasure. Thank you for rounding out our, our many conversations. I won’t say save the best for last. That’s a lot of pressure, but it’s a little no No, no, don’t do that to yourself. It is breaking down, but it’s irrelevant. And uh I’ve been looking forward to this because I think, I think these conversions are important. So we’re talking about acquiring email leads on social. We’re trying to uh convert our folks, right? Take a next step. You’re active with us on social. You might like us on social. Have a finger, grab a hand, we’d like a little more come over. We’ve got more things to offer on email for sure. So um a lot of the discussion we had was about all the social email website, all of our digital channels working in tandem. Um So we know that there’s a lot of people on social that have proven interest in us already. So if they don’t know already that we have an email series that they can join, we want to let them know how to easily get into it. Uh Let’s let’s start with identifying who the best prospects are for uh for this upgraded engagement opportunity. Let’s call it the uh the uh the upgraded, yeah, the Eoge og we always know that upgraded opportunity. Um who who should we be focusing on uh in our in our social channels? So an efficient way that we found to focus on the people that are proving interest is to use that first party data that for us meta provides these ads will be right through meta, right on the platform and we can upload our lists, we can create lists from different engagements that people are taking on Facebook, whether they’re watching our video or D ming us sliding into our D MS, right, ending up in our inbox and using that first party data. Just because in this more and more cookie less world that the whole wide internet is joining in on that. The first party data is key here. So we want to focus in on that and a lot of the session also focused on creating look alikes of those. So people that act similarly to the people that have proven interest to help broaden the reach a little bit wider, creating look alikes. That sounds like something phony. What does this scamming and fishing and ransomware? What is this? It is my favorite way to sound really impressive to my colleagues when I tell them that this is an option at all. So meta can create a whole new list based off the way that people act online, they act at least similarly online. And so whether the places they’re visiting, uh the actions they’re taking online based off their emails, based off the list of emails that we provide uh meta can generate a lookalike list. So just people that are acting similarly to the ones we already know like us and hopefully they like us too. OK. So these are folks that you don’t know and meta is finding them bringing them well, they’re not bringing them to you, but they’re identifying them for you. They’re not currently engaged with Parkinson’s, but they act like a lot of people who are, is that the algorithm is working in our favor that way? I see. Well, I’m glad it has some value for somebody somewhere that’s mildly reassuring. Infinitely reassuring. But I’m glad it’s helping you. Um All right. So then what might you do? How do you then reach out to those folks? So we’re targeting. That’s right. So the whole discussion did focus on the lead generation ads that we create right in meta. The idea behind it is that people are scrolling in their news feed when we want them to do an action. A lot of times we don’t, they don’t want to be taken away from their scroll. They don’t want another app to pop up or a browser to pop up. So by keeping them right in the platform, there’s a form that pops up from the ad that they can fill out real quick um in exchange for a resource that uh we hook them in with already and just give us a quick piece of information. A lot of it. Also, if the user has already approved autofill and whatnot on, on Facebook, then it kind of just pops in and generates there already. So it’s a really fast track to the finish line for the user and they just give us their name, email, we get out of there. They get their resource. Everyone, everyone wins. What’s your resource hook? So we’ve tested, this was like uh over six months, we ran about six ads only for about a week each and we tested different resources each time. A lot of times we focus on things that we know our audience wants and likes uh based off of seo social learning. Um You know, whether it’s a highly trafficked page or a resource that’s already, that usually performs well and highly engaged with organically on social things that we know people want. We can um kind of hang that like a little carrot on the stick, right? I don’t know if that’s the same carrot for the user, right? Carrot on a stick, carrot on a stick, but the carrot on a stick works too. Ok? Ok. Um So in our case, um maybe exercise content performs super well. Um I’m at the Parkinson’s Foundation and exercise is really important for people with Parkinson’s disease. So they’re always looking for what kind of exercise should I be doing or how often? And so if we have a PDF fact sheet, something like that, we let them know like if you just give us this little piece of information, we’ve got a PDF on the other side for you. OK. And you’re asking very low threshold, like first name and email, first, last name and email, hand, first, last email. So very low boundaries. I always object and I never fill in the phone. You know. What, what state are you in? I even object to state. I mean, I’ve been asked state. I don’t know if I’ve seen zip code, but I would find that equally annoying. Look, you’ve just given me a little PDF or a link to a video or something or a white paper for God’s sake. You know, I’m not, it’s not a marriage proposal. That’s right. I think we’ve done lead generation ads and where we have asked for state, if it’s like a volunteer opportunity, we just want to be able to sort them through to the right person. But for this, we just want you on the email list and I think there’s an opportunity here for people. Uh we, we can get them in a different welcoming series, right? All the people that joined us through the lead generation ads, maybe we start setting them up in a welcoming series where we get to know them and can ask more intimate questions. Like, do you want to join our local chapter or, you know, when were you diagnosed or different things that might help us get them into the right um journey, right? Uh Depending on how specific we might have those options. But, but yeah, there’s opportunity later to get to know them a lot better and we’re just starting off just by collecting their email and we can work with that from there. Don’t ask for everything at the outset. It, it’s a journey. There’s a chance of getting the band in from there and we just want to maximize the, you know, the, the efficiency here. Something to the finish line. You said, sprint to the finish line and then we’ll take our time. We can get to know you. There’s plenty of time. Um What did you call it? That, that meta will give you the, the, the people who act like the people you identify a look alike just called lookalikes ads. Yeah, when you upload a list or you create a list that’ll ask you, do you want to create a look like? And this is something that even if so one of the ways too that we try to what we’re after are new emails. We want new people into the database. We’ve also found that people that we’ve already had in the database that found these ads, they’re finding like new value from this. So it’s also OK if new people are seeing this ad, but the focus here is trying to grow the email list, grow our email size. So the focus is with that. But in order to kind of exclude the people that we already have, we upload our email list and we exclude that. But when we upload it, Facebook says, do you want to generate a look alike list of this? So while we’re excluding the ones we already had, we can include the look alike. So it’s a nice and you trust Facebook when you upload these email addresses and that it’s not a perfect science. Let’s put it that way because hey, maybe you logged in with your Facebook with an email from 2010 and maybe you don’t use that one anymore. So maybe you’re on a different one and that’s why it’s not a perfect science with this strategy. About 50% are new um in total to our database. So like I said, it’s not what we’re after is, you know, repeating customers, but we are re-establish value in a different way. So it kind of works out well. There’s that, there’s that too, but I was asking about trusting Facebook with the emails, but you’re giving them, you trust them with that. You don’t have a choice, I’m sure. Well, do they say something like, you know, well, this is a subject to our privacy policy which you can go read at 79 pages. And ultimately, you know, ads in general digital ads in this world we live in is like they get a super bad rep a lot of times and rightfully so, right, wrongfully using different pieces of information. But as a nonprofit, we’re just trying to accelerate our missions good. So we’re, you know, targeting certain people, but they need our resources and so we want more people to have them. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous, believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that responds to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtues gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to acquiring email leads on social with Melanie Schaffel. Is there another way to do this? Get these conversions from social besides targeted ads? This is the easiest way to do the in platform form solution, right? You can do an organic post that sends them to your website where it might be parkinson.org/subscribe or something, right? Where they can put their email in on our website. We have different forms like that here. You can hear the booths coming down around us literally uh as the carts go out, I hope there aren’t bodies in these carts. I can’t tell they, they have opaque of law and order. Those don’t look like that. Oh, you’re an expert, you’re an expert. Those are, those are clean. I was talking to a law enforcement expert. Forensics. She’s also a digital forensics expert. Uh, she can, she can find your, uh, your date of birth. Not through this. A no, but she’s seen a lot of law and order. So expert. Ok. Those cars are clean. Um, there may be forklifts coming around too so soon. So we may hear backup buzzers. You know, this is a, it’s a menagerie here, but nonprofit radio perseveres. Ok. Um, so I was asking about other methods besides digital ads. Yeah, of course, there’s the organic way to get people. It’s really efficient just to get them right in the platform. I think, you know, there’s other social platforms that have similar opportunities to do these foreign lead generation ads, but a majority of our audience is on Facebook. So we’re just grabbing them where they are and what, what um what age cohort is the largest proportion for you. We find a lot of our audience are Children of the people with Parkinson’s. So the Parkinson’s patients, there are, there is a large audience of people with Parkinson’s too, but let’s call it like, you know, 5060 year old, older adult Children of people that are living with the disease later in life. Yeah, we have a lot of caregiver care partner resources as well for sure. Uh Just so folks know, you know, what age group we’re talking about, you’re talking mostly people, 50 plus we have opportunities for, you know, a lot of people are on Instagram too. And we’re also trying to engage grandparents of people, grandchildren of those living with Parkinson’s. There’s a lot of really fun fundraising opportunities that we provide for them as well, but the information going right to the source. A lot of time. Yeah, right in that Facebook opportunity. Um So just drawing from your, your your description, um we’ve talked about how to, how to do this, how about measuring ro I metrics? What do we look for? So, one of my favorite parts of the lead generation ad is that it hits on all these different points on the marketing funnel, right? We’ve got awareness. So at the very least these ads are going to reach people that may have never heard about our brand and the ads that we’re creating the creative part of it. We’ve got our blue, we’ve got our logo. So at the very least we’re going to have a brand awareness moment. Then one step down, we’re informing, we’re informing that we have this resource and we’re also informing that we’re in the business of sharing resources. So we might get some new followers along the way on top of the reach and the brand and the impressions. And um so one and two checked off, then we’re also like converting people to move away from just being interested to uh loyal um advocates for us as well by joining our email list. So they’re, they’re working their way down the funnel, maybe the first time it doesn’t hit them and they convert, but it’s a series and maybe the second resource we’re offering is more appealing to them. So we might get them on the next try. So it’s an interesting ad because we’re also, we’re doing impressions, brand awareness, reach kind of arbitrary, but it still counts for something. We’ve got website traffic. We’re going to get people when they click on the resource to um get this, they’re clicking through to the website itself. And then we’re also opening up our email leads at the same time. So it’s hidden a lot of pieces at once. What was interesting for this presentation? It went back into each constituent profile and kind of looked at what their journey was since they were served the ad and we saw enough donations come through after they were served this ad to justify the whole spend of our series. So positive row as on top of it all, we love it. What a turn on ads not return on a ro I thank you. Otherwise you’d be putting drug in jail return on ads. Yeah, we have, well, it’s related to your, your law enforcement background. I hope not. Nobody listens to the show. It doesn’t matter. No, that’s not true. That’s not true. Um OK. Roa, we turn on ads be, thank you. But we do have Jargon Jail on nonprofit radio, but you skirted it very quickly by defining your jargon. Um What else can we talk about? We still have a few minutes left. What else did you share with your audience that you should share with nonprofit radio listeners? I also shared how, you know, maybe you don’t have the budget right now to invest in an ad strategy. Maybe you and your boss haven’t had that conversation yet. One, the examples in the strategy that we talked about, maybe this is a good opportunity to ask the powers that be the purse that maybe this is a good opportunity for you to uh trial, maybe get a little small investment. You never know what the results can turn into. Maybe they’ll be super impressed and they give you more of a budget and it kind of opens up your ad advertising program from there. But even if you’re not there just yet, there’s a lot of steps you can take for when you are there, like growing your audience now um and doing a lot of social listening and seeing what is working in your other channels, like your email, what are people clicking through? What do people want? You can create more of that content on your website so that when you are ready to launch these ads, you have like the perfect piece of content that will push people over the ads. You can have something ready for them to offer up anything else we can do in preparation to getting the budget for the ads, I think going back real quick to growing the audience and just kind of doing a lot of organic work. It’s just going to help you with that first party data when we’re doing all the targeting and everything. So putting in that work up front is only going to benefit you more down the line. Are you ok? If we leave it there? I’m great with that. We haven’t, we haven’t given short shrift to nonprofit listeners. It felt good. I don’t know. I, I want them to get the full, this is a 30 minute, this is a 30 minute session or it was a short 30 minute session. Just a little me up there. And uh yeah, a lot of positive feedback. It’s been a good week. It will continue as folks hear you here. She’s Melanie Saffle, senior manager of digital advertising at Parkinson’s Foundation, Melanie. Thank you very much. Thank you so much as, as 24 NTC comes down around us. I thank you for being, she’s giving a queen’s wave to the forklift truck that’s uh going by. I thank you for being with our coverage of 20 the 2024 nonprofit technology conference where we have been sponsored by Heller consulting, technology strategy and implementation for nonprofits. Thanks so much. It’s time for Tony’s take two. Thank you Kate while I was away for the two weeks, uh doing lots of donor meetings uh that I talked about last week I had the chance to talk to two guys, uh, one in the airport and one on a plane. Vaughn and Jorge and they’re both very different. Uh, Vaughn is uh mid seventies, maybe even, uh, maybe even 80 but still working. Uh, he’s from Kentucky and he owns 13 Papa John’s franchises and very interesting talking to this guy. Uh, you know, deep in the baby boomer ages, uh about how work has changed. Uh He, he cites that labor is his biggest problem. You’re keeping 13, Papa John’s franchises staffed uh people who with, you know, in the face of people who just don’t show up for work. They, they don’t just, they don’t even, you know, people don’t call and say they don’t want to work there anymore. They just don’t show up often often and I’ve heard that from lots of other folks too. Uh But so just, you know, very interesting talking to Vaughn about how work and, and attitudes toward work have changed uh that he’s experienced, you know, as a 7580 year old. Uh and hiring lots of folks in their twenties or even teens, so teens, twenties. Um and, and, and thirties is, is mo mostly where his workforce comes from, but it’s actually mostly teens and uh and twenties and then Jorge uh talk to him on a plane. So he is about, I’d say he’s about 32 or so. Uh And he has an interesting career he, you know, he works in finance for one of the big tech companies full time. Uh It has a finance MB A but then he also develops real estate projects. Uh And he, he’s on his second one, which is a 32 unit residential building with two or three commercial units on the ground floor. So, you know, talk about the way career has changed. I mean, here’s a guy who wants to be doing something different and he’s gonna make you making that transition on his own happen by reengineering himself as a real estate developer and, and all the financing that goes into that, getting loans, getting investors, you know, permits and hiring the, the contractor. Um So, you know, uh Jorge was kind of exemplifying what bond was telling me about, you know, the way he has seen work and career change. Uh So very interesting conversation. So I would, uh you know, I guess I’m always curious about people. I mean, if they don’t want to talk, you know, I’m not the annoying guy who keeps talking to them, you know, even after they put their air pods in, you know, I’m still talking to them. I, I don’t do that. I asked them to take their airpods out. No, I just, I just leave them alone, leave them alone. But uh you know, but I’m naturally curious about people. So if they’re willing to talk, um I, I uh these two guys were quite interesting. Vaughan and Jorge and how work has changed, career has changed. And that is Tony’s take too date. I think the coolest part of public transportation is meeting a bunch of different strangers. And like, that’s what I miss about taking the Amtrak train just back and forth from home to, to the city. You used to talk to a lot of folks on Amtrak. I remember one girl, this was my first time on the train alone. I couldn’t find a spot and she was getting off the next spot and she told me to come sit down with her and then we started talking about college and all this stuff and she was actually designing um public playgrounds for different schools. Um And like, we just got to know each other in that like 15 minutes that we had together and like I really connected with her, it was so it was a good experience. That’s it. Yeah, connections. You’re right. You’re right. Well, we’ve got Buku but loads more time here is matching gifts. 101201 and 301. Welcome to Tony Martignetti nonprofit radio coverage of 24 NTC. It’s the 2024 nonprofit technology conference. We are all at the Oregon Convention Center in Portland, Oregon. Julie Alison Mark. Welcome. Thank you so much for having us. It’s my pleasure. Julie Zin is Vice President account and strategic Services at Sankey Communications. Alison Herman is at, is Director of Communications and Marketing at Wild Care. And Mark doty is Director of Annual Giving at San Francisco S PC A. And we are talking about matching gifts. Your, your session is matching gifts. 101201 and 301. So we’re gonna run the spectrum, not the phd level, I guess that’s, that’ll be next year. We’re still undergrad here. This is undergrad and you took your senior year off. Indeed. We’re not doing the 401. Ok. Um Combined it all into one hour. Ok. Well, we’re gonna, we’re gonna condense it down even a little more, a little more. Um Mark, I’m gonna start down there with you. Ok. Um What? Well, just generally just like sort of tee us up. What, what could we be doing a little smarter better? Uh generally with matching gifts with matching gifts? Uh two things, there’s a lot of different kinds of matching gifts. So there’s a perception out there that if you’re doing a matching gift, you need large amounts of money, you need to double triple, quadruple it. There’s actually a number of different kinds of matching gifts you can do and they have different uses. So you don’t necessarily need a lot of money. You can do what we call a contingent match. For example, where if we’re gonna get into the details. Ok. So in general, I would say, um, consider doing a match, even if you don’t have large amounts of money. Um Make sure you plan it out and make sure you work with your organization, like your major gift officers and maybe communications department to make sure it’s well publicized and that you can actually get the dollars for a match. Ok, thank you. Um Alison, I I’m taking from your session uh description uh and Mark started to allude to these different types and styles of matching gifts. Can you? Uh Now, since he mentioned, contingency, is this, is this an OK place to talk about. Contingency. Am I the person to talk about that? I mean, I’ll be the person to talk about that specifically. But no, it is, it’s, it’s uh the thing about matching gifts that I think people really, we want people to take from our session is that they are incredibly effective and they are incredibly, it something that people get very excited about both your donors and your team members. So introducing the concept of a matching gift to your donors is something that’s going to inspire their giving and also inspire your team to reach new heights and do better things with your fundraising for your organization. OK. OK. So let’s start to get into some detail then Julie, but uh I’ll try you. That Mark mentioned contingency. Are we, why don’t you acquaint us with different types? Yeah, no problem. So most people think about the standard of all gifts up to $100,000 will be doubled, right? And that, that’s kind of your standard double match or you could say tripled and that’s your standard triple match. When you get into some of the other, other types of matches, you can say things like if we get 50 new sustainers, 50 new month donors will get an additional $10,000. That’s a contingency match where we have to reach this threshold and then we’re going to get this lump sum of money. It can be a much easier ask, especially when you’re asking for a certain number of donors. You don’t have to give dollars. You just have to be one person. Um You can also get into different types of matches where if you have the money already in hand, you can say this major donor is ma has made this donation, will you step up and match their gift? Um You can even have a campaign where you ask your donors to create a matching gift fund to then inspire their peers. So there’s a variety of different types of tactics and ways that you can use, talk about and create matching gift campaigns. Are we considering corporate matching gifts here too or is that something? Is that something different? We are. It’s in our 101201301. So corporate matches are a little bit different. We’re not really going to be talking about corporate matches as much. Although corporate matching gifts are certainly very valuable it’s more of a individual um individual technique that, that is often valuable on the back end. So someone makes the gifting and you say, do you work for a, for a corporation for an entity that’s matching your gift? So we’re talking here about individual donors doing different types of matches or collectively. OK. Go ahead. I was gonna say at my organization Wild, what do you do at my organization in Wild Care? There is some confusion between the two ideas of matching and so you have corporate matching, which is I work for a company and I make a donation and then I request for my corporation, my company to match that gift. So that’s what we consider corporate matching. You can also have a corporation that gives your organization a gift to be matched. So we’re talking about that idea of money that’s being donated, that will be an incentive for individual donors to match. And so sort of two different things with sort of the same name. So a source of confusion for us as well. Thank you. I mean, you all have been thinking about this for a long time. I’m a neophyte. Um Mark, how about you at uh at San Francisco S PC A? What, what do you, what are you doing there around uh matching gifts around matching gifts? We plan those into our annual planning process. So we will actually sit down and say, oh, we’re gonna do a big campaign around the holidays. We’re going to be do a big campaign around the end of our fiscal year. We’re going to need a match for those s so we will actually um go out to our major gift officers plan out our timing, say we’re going to need, we’re going to need you to secure some matches for us by this date. And then we actually integrate that into actually producing campaigns which we then promote with the hope that the match is going to inspire more people to give and when they give to give more and indeed it does. Ok, they do work. I mean, otherwise we wouldn’t be here. This is a, this is an upbeat, don’t do matching gifts. There’s no question here and we were actually just talking about how you never test this because you would never want to give half of your audience something that didn’t include the matching gift. They are that successful that you don’t eat. We test that we know how well they work, our consultants on the team on the panel. You agree with that. Absolutely. We have done a lot of testing around things like match length, for example. So there are a lot of giving. Exactly. So for example, giving Tuesday a lot of organizations have a match. If you don’t have a match on giving Tuesday, you’re going to need to think about something really exciting to cut through the match clutter and the match language that other organizations are putting out. But there are now a lot of organizations that have started promoting their giving Tuesday matches before Thanksgiving, we have tested things like that. And when you’re, when you’re looking at, at elements like that, that giving Tuesday preview match before Thanksgiving, it doesn’t actually work. You’re not going to get a substantial lift on it. So there are definitely times and ways that you want to use your match and promote it to have the most efficacy. But overall, all of the data, both data around the industry and data from our clients where we’ve done a matching gift campaign versus not a matching gift campaign or have multiple clients where we can see who has matches and who doesn’t. Um, every, every data point shows that having a matching gift of some sort is always going to be, be beneficial for your campaign. Ok. Ok. Um Alison, what type of different asks do you have? Can you acquaint us with? You started to allude, you know, you made the difference between corporate and individual on the individual side. What are some of the sample asks? Well, we’re very lucky at wild care. We take care of injured and orphaned wild animals. So I have uh absolutely adorable animals like baby opossums or baby raccoons or baby squirrels or an animal that’s going to be really compelling. But one of the matches that we frequently do is our summer match and the summer match is to help raise funds for our wildlife babies to help them to grow up healthy and be released back to the wild. And so that gift is that matching campaign is really, really effective because you can show the benefit of the match for the actual individual animals that are, that are being raised and being uh being treated at our wildlife hospital. So, uh that is a really, that is a really fun one. Another one that we do is uh Julie talked about not making a preview for your giving Tuesday match, but we do have started doing every year a matching gift fund which is asking individual donors to contribute to the match before the giving Tuesday. Actual matching gift goes into effect. So it’s building that matching gift fund and same thing uh you know, doing it for the animals giving the, the care that the animals need and raising that money to be an inspiration for other donors on giving Tuesday. It’s alright. Now Julie, let me go back to you. How is that different than what you said? Doesn’t do well pre pre giving Tuesday, we’re only 10 minutes in. It took a while, but finally a decent question. We’re only seven minutes in. So I give myself a break. These are all excellent questions. Thank you. Oh, no. So how, what’s the distinction here? So that is not, you’re not previewing a match. You’re actually asking people to make a gift to build a match fund. Um which it sounds, it sounds a little bit nuanced. But when you say in early November, we have a donor who’s giving $20,000 to create a giving Tuesday match. But we know we’re going to raise a lot more than that. On giving Tuesday, we need your help to match more money. Will you help us increase the matching gift? And then, and then what care does? And it’s, it’s an incredibly successful campaign is their broader donor base will actually contribute to the matching gift fund. We have several clients that do a similar type of campaign with their mid-level donors where donors who are giving $1000 plus at $1000 plus level will contribute to that matching gift fund. That particular audience type is typically not always less focused on making a gift for a matching gift campaign, but they can be really, um but but they can really help contribute to building a match campaign. So then let’s say at wild care, they would say, ok, now we have a matching gift fund of $42,700. Then on giving Tuesday, they go back out and they say we have a matching gift of $42,700. Will you make your gift for this matching gift campaign? Ok. And then what, what do people have to do to, to qualify for their gift to for you to get the 42,700. I’m missing something. Well, it’s kind of, you don’t necessarily have to have it be a challenge or a contingency. It can simply be that we have this money. We want you to help us match it. It’s not that you help us match what we’ve already help us match what we’ve already earned. And it’s, those are sort of two different types of matches. You can have challenge match, which is essentially if you don’t do this, we have to offer to give the money back. And that’s one type. And you hear that a lot on the N pr fundraising. Exactly. But it is, it seems to be exactly as effective to say we have this. Will you match it? Will you bring us this funding? Yeah. And I think that’s a common misconception about matching gifts. You ok, go ahead, Julie often times what we often times what happens is when you have a matching gift campaign or a matching gift effort, you’re not really relying on the gifts to bring in the match. You actually want to have a matching gift such that you will absolutely hit it and your matching gift donor has already committed to it. So if your matching gift donor says I’m going to make $100,000 gift, you say I’m going to create a matching gift campaign with the specifications and the timing and the length and the channels where I think I’m going to raise 100 and $30,000. So I’m absolutely overreaching that 100,000 and I’m absolutely going to have that money in hand so that you’re raising money on the match doesn’t actually, um, is, is not actually necessary for the gift for the matching gift to come in. And I think that’s one of the biggest misconceptions is for the general public is, it really is a fundraising tactic. It’s, it’s a strategy that, that we all do and that we all know in the industry. But when you look at folks who are outside of the industry, they don’t necessarily realize that this is a tactic that isn’t actually meaningful that when if you give your $100 gift to an organization that says your gift will be tripled. It doesn’t actually mean that they’re going to be getting an additional $200 because of your $100 gift. It means that they have this money in hand um or pledged or committed and that, that you’re, they’re using that to inspire that giving mark. Can you share with us? Uh Some specific asks that you do around matching gifts at San Francisco S PC A. Yeah, actually, most recently, we basically did what’s called Gamification of a match gam game playing radiation, radiating the animals or Gamification, Gamification. And this is where we try to turn, uh we introduce a lot of many goals and ask donors to help us achieve those goals like you might find in a lot of apps or uh or anything else. But um what we did was for giving Tuesday sat down and said, ok, we need to raise this much money that actually corresponds to uh the amount we spend for in a full year on our mobile vaccine clinics where monthly we go out and vaccinate about 4 to 500 animals in the space of a few hours. So uh we actually sat down and messaged to donors, hey, we need to fund 12 months worth of this mobile vaccine clinics. Will you help us do it? We’ve got matching funds and every dollar you you donate will be matched as well and then kept them updated over the course of giving Tuesday to say, hey, we’ve matched, we’ve achieved four months. Can you help us get to five? We’re at six months by the 11 o’clock, we’re saying we’re at 11 months. Can you help us get over to that? 12 months? And just introduced a lot of little goals to ask donors to help us match, um match their gifts and get to that goal. I love the, I love the time. You know, the the time challenge we’re at 11 months, help us get to 12 for God’s sake. Don’t leave us hanging with 11/12. You often do find that that deadline is what’s so critical. You can, you can message as much as you want, but three weeks out from a deadline. You’re never going to have quite the same sense of urgency as saying our deadline for this match is tonight at midnight. And I honestly, I have no idea why people are sitting at home on December 31st at 11 p.m. making their donations. But there are so many people who decide that that is their moment, don’t we all wait for the last minute for things? I mean, pretty routinely. I mean, I know I do, you know, I have a two week, I have two weeks and then I’m doing it the night before. I don’t know. I just, I think that’s our nature. I wanna, I wanna get to something that comes directly from what you just said, Julie is what if gifts come late? What kind of policies do we have? Do we, do we bend the rule or what, what’s best? It’s a terrific question. Um We actually, recently you have a lot of these, you’re with this, Tony, we had this conversation recently with one of our clients. They are based, um, they’re based in New York. Um They have an international presence and an international donor base, both across the US and internationally and they had a matching gift deadline at and we had countdown clocks. We had all sorts of things saying get your gift in before midnight on the matching gift deadline. And one of the staff members said, is it midnight Eastern? Is it midnight pacific? What about our donors who were in Dubai. Um And so fun question. Um So a lot of the tactics that we can implement technologically actually allow us to let that, that, that deadline, that exact 11:59 p.m. uh be catered towards the recipient’s home schedule. And so countdown clocks on emails, search engine, marketing ads on light boxes. We can, we can actually direct all of those to the recipients um time zone At the same time, most organizations are going to have some fluidity around it. And so if a donor calls you up at 3 a.m. God forbid, you’re answering the phones at 3 a.m. But if you get that message at 3 a.m. from the donor that says I just got in my gift, will it be, will it count? You just say yes, just say yes. You don’t want to say no to the donor. Exactly. We are flexible and you also can set those policies based on your own needs within your organization and be fluid about them within your own parameters. So it’s, there’s not some hard and fast like overall arching rule about matching gifts. It’s a, it’s within your own organization that you can determine that. One of the things you can do is actually plan a strategy around people not making it in, in time. One of the reasons we know matches work is if you look at hour to hour donations, the minute that match ends, you see donations drop off like a cliff. So people really are giving up to the last minute. But one thing you can do is um follow up and say, hey, we’re gonna do a small mini match for those people that missed it and that can be a very effective tactic. So in giving Tuesday, we’ve actually sent out a smaller match the next day and said we have a little extra money. If you missed it, please give again very effective for our large end of calendar year uh uh a month long match. Uh We’ll actually plan in January to send out direct mail and email that says in case you missed it by the end of the year, here’s a small smaller follow up match just for those guys that didn’t give. So people don’t feel bombarded again. Very effective tactic works very well. So it’s very humane and gracious too if you missed it, you know, if you still have more opportunities to give us money, right? You do. Yeah, even if you’re worse than procrastinating like you the deadline, you didn’t just wait till the end of the deadline, you blew it. There’s still a chance for you. There are still puppies and kittens and babies, squirrels and baby opossums that need help, that need you one of your uh session uh objectives, how to apply matching gift tactics across each channel. We haven’t talked about specific channels. Mark, let’s let’s keep with you. What do you do across channels. This is an important part of keeping your organization looped in on what you’re doing with the match. And we will actually sit down and have people from marketing communications. We’ll have people from development. Um We’ll have the major gift officers and we’ll all talk about, we’re gonna be having this match. What can everyone do in their channels to support this match and support this effort? And we’ll have a group conversation about what we’ll be talking about what the messaging will be and get everyone on the same page and then everyone is sort of in charge of uh going off and executing in whatever it is they’re due. Whether that’s the website, we will get it on the website. Uh If we’re on social, we will get it in social. Um We will put it in our DM and email appeals as well. If we have newsletters going out, it will go in the newsletters. Our MGO will again be talking to people about what the match is about and will they support it? So we just get everyone on the same page and that way everyone in the organization that’s in charge of some kind of communication um can, can communicate that out and whatever, whatever they’re working on. We uh we have Jargon Jail on uh Tony Martignetti Nonprofit Radio. Now you didn’t, no, you didn’t really transgress. I mean, you, you mentioned MG OS and D MS but, but I think people understand major gift officers are, those are, those are basic. I’m just alerting everyone that we do have jargon jail here. And I’d hate to see anybody, uh, imprisoned not wrongfully, it would be rightfully imprisoned. But, but you don’t get a jury. It’s just me. But no, you are fine because DM, everybody knows direct mail. Um, I, I do one thing. That’s, that’s interesting about a multichannel. Yeah, that’s interesting about the campaigns is you do have different timing for the different channels. And so you obviously have your direct mail pieces that go, you know, significantly in advance and there’s a much longer tail, a much longer time for those to have been effective. And then you would have the model that goes up on your website, which usually corresponds with the time that your direct mail is hitting mailboxes in case people open the letter and then go to your website and then, oh, sorry. Yes, I’m doing jargon. That’s the pop up thing that shows up on your website when you open up a website and something pops up in front of you. That, that’s what’s called a model and there’s a link on that that would go to a donation page. So we don’t call them pop ups anymore or light, what do we call them? Moss I learn that pop up a pop up. Technically speaking, a pop up is different technology. A light box and a model are interchangeable Um And the, the technical term, this I consider one of my key roles in my company being translating between our developers and everybody who doesn’t speak, developers speak, which I don’t. But a modal is the technical way that a lightbox is coded. And so a motel and a Lightbox are the same thing. You can say. Either one pop up is a little bit of a different story and that gets blocked by pop up blockers and all of that sort of thing. So you’re fine. I’m fine too. None of us are in jail. My language is not ancient anyway, but I love this because I just learned something new as well. So Lightbox modal being the two things that pop up. Exactly. So you would have that correspond with the time that your direct mail piece hits people’s mailboxes. And then you would also have a, an email campaign and a social campaign that usually start and run on a faster schedule. You would want that to be closer to the deadline and be able to send those messages out. So you’re getting, you know, people often participate with your organization’s communications on many levels and having that same messaging the same images, the same compelling ask that goes with the match coming both in your mailbox also on the website, also on your social feeds and also on your email is a very, very compelling and effective way to raise donations and having that match with the timeline, just makes people jump in with both feet and donate and donate more. It’s wonderful. You had asked about what happens when people make their gift after a deadline as well. Direct mail has an extremely long tail. And so it’s very common that people will, I mean, people will hold on to direct mail and then send a check. Two years later, I don’t understand that. I’ve seen that I do plan on giving fundraising. I’ve seen two years. I’ll send me information on including you in my will. It’s wild. But so what we do when we’re promoting a matching gift is direct mail. We actually won’t promote the deadline. So you just don’t lift the deadline. You can put in very fine print at the bottom. Nobody’s going to read it anyway. It’s fine. Um Whereas when you’re looking at the digital channels, you’re gonna have your countdown clocks and you’re really pushing the deadline and increasing your frequency as you approach that deadline and people don’t get tired of this. Shocking. No, no, especially as you’re increasing the frequency as Julie said, when you get closer to the deadline. No, it seems to just inspire them and you will have people that give again when they see the countdown clock when they actually the same challenge. Yeah. Yeah, we see that as well. Ok. All outstanding. We, we’re busting potential uh misconceptions. Um Well, we still have some time left. What else? Uh do you plan to talk about in your session that we haven’t or a little more detail that you want? I think one of the things that I think is really interesting is what happens when you don’t have a match and that is something that it’s valuable to have to have matching gifts. You don’t want to have a matching gift for every single campaign, but most organizations in an ideal world, you have a few matching gift campaigns over the course of a year. But on these key days, like giving Tuesday or 1231 most organizations, most of your competitors who are, who are hitting people’s inboxes have a matching gift campaign and there are always a few organizations that don’t. And so I think that that is an important thing to think about is what happens when you don’t. Um So for some of those campaigns, we often will fundraise around tangibles. We work with an organization habitat for horses. Um, out in Texas that um this past year on giving Tuesday, we were raising money for a new rescue trailer last year. On giving Tuesday, we raised money for a batwing mower. I didn’t even know what a batwing mower was, but it is really valuable. So don’t leave us all hanging a bowing mower. It’s a mower that has those off board things so it can mow a very wide path path. It’s a wide mower. But when you’re a horse rescue, when you’re a horse rescue, you need a lot of mowing capacity. Um And so, so we could run this campaign that really gave people a tangible and a goal even though we didn’t have a matching gift or um we work with Glaad, which works on LGBT Q issues. And this past giving Tuesday, they didn’t have a matching gift campaign and we had a really terrific campaign. Our creative team did a bang up job on it. But the whole I’m not sure if I’m allowed to say it, the whole theme of the campaign was it’s time to give an f and we’ve had people say fuck, OK, great. So the campaign was, it’s time to give a fuck. And we replaced the you and fuck with the heart from the Giving Tuesday logo. And it worked really well. And so if you have an organization where you can, where you don’t have a matching gift campaign, but you don’t have a matching gift available, but you have a tangible or a goal or um leadership allows you to curse across all of your, your direct marketing channel. There are different ways that you can break through, break through the clutter. This is swearing for a good cause I wanted to say actually, on that note, the opposite problem is I know a lot of organizations swearing enough, not swearing enough. 100%. No one of the opposite problem would be something that my organization certainly deals with, in that I wouldn’t want to necessarily fundraise every time for the bat wing mower, which I’ve never needed in my life. But because once you put a specific thing into your fundraising, that means that fundraising becomes restricted unless you’re very careful with the language. But one of the things that I love and my organization loves so much about matching gifts is the match gives you that specificity. It gives you that goal without having to restrict the gifts that are coming in in any way. It, it has that same psychology of oh yeah, I wanna give $20 for the batwing mower. That sounds amazing. But instead of having to say it’s for the X ray machine or it’s for specifically opossum formula or whatever you are saying, it’s for this monetary goal and this time goal and it has that same psychological benefit of. This is something I want to contribute to. This is something I want to be part of. And this is a goal I want this organization to reach. And that’s, I think the one of the main reasons that match is so matching gifts are so powerful. And I think uh so we know that there is hope in case you don’t have a matching gift, there is, there is the tangibles as Julie described. And I think um one take away from this and it’s important to keep in mind is to just stay creative with your matches. I have seen so many conversations where it’s like, well, we’d like to do a match but we don’t have sufficient funds to double or triple or quadruple what people are giving. There’s a whole lot of different ways, uh, to work with matches. Uh, we had a small match come in and it was just $10,000 and it was like, well, what can we do with that? Uh So we did a challenge grant and actually brought in 100 new sustainers uh just by sort of shifting it and saying, let’s just do a number of instead of dollars, we can absolutely use that money and we did and it was very successful. So stay creative, think of creative ways to to to get the message out and what you can do matches around and for a lot of listeners, $10,000 may not be such a small match at all that may be impressive for them. Um Alright, I I kind of wanna let Mark uh kind of bookend it us. We opened with Mark, we closed with Mark. Is there anything else anything else anybody? Ok. We’re gonna wrap it up then. Terrific. Good luck on your session. It’s gonna be a fun session. It will. And this is a little preparation for you. They are Julie Zin at Sanki Communications, Alison Herman at Wild Care and Mark doty at San Francisco S PC A. Thank you for being with Tony Martignetti Nonprofit Radio. Coverage of 24 NTC where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. They are booth mates and thanks so much for being with us. Thank you. Thank you. Thank you next week. Prompt Engineering and getting the most from your current tech. If you missed any part of this week’s show, I beseech, you find it at Tony martignetti.com were sponsored by Virtuous. Virtuous, gives you the nonprofit CRM fundraising, volunteer and marketing tools you need to create more responsive donor experiences and grow, giving, virtuous.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Pinetti. 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 April 22, 2024: A Step Back On Artificial Intelligence & Get Your Team To The Next Level

 

Beth Kanter & Philip DengA Step Back On Artificial Intelligence

Beth Kanter and Philip Deng urge you to consider the ethical challenges your nonprofit should grapple with before fully adopting generative AI in your work. They’ve got advice for an ethical use policy and guidelines for training. Beth is an author, master trainer and facilitator. Philip is CEO of Grantable. Our conversation was recorded at 24NTC.

 

 

 

 

Kim TruongGet Your Team To The Next Level

“We do our best work when we’re at our best,” says Kim Truong, as she explains how to evaluate your team’s roles and responsibilities, meetings, reporting, and communications. She also reveals what belongs in your Team Ways of Working Guide. Kim is an independent consultant. This is also part of our 24NTC coverage.

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d bear the pain of aico mycosis if you touched me with the idea that you missed this week’s show. Here’s our associate producer, Kate back from sick leave with what’s going on this week, Kate, how are you feeling? Hey, Tony, I am feeling so much better. I’m at like 90% better. But yeah, thanks for checking in. We missed you terribly for the past two weeks this weekend. A step back on artificial intelligence be cantor and Philip Dang. Urge you to consider the ethical challenges your nonprofit should grapple with before fully adopting generative A I in your work, they’ve got advice for an ethical use policy and guidelines for training. Beth is an author, master trainer and facilitator. Philip is CEO of Grant. Our conversation was recorded at 24 NTC and get your team to the next level. We do our best work when we’re at our best says Kim Tong, as she explains how to evaluate your team’s roles and responsibilities, meetings, reporting, and communications. She also reveals what belongs in your team ways of working. Guide, Kim is an independent consultant. This is also part of our 24 NTC coverage on Tony’s take. Two loving donor meetings were sponsored by virtuous, virtuous. Gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving virtuous.org. Here is a step back on artificial intelligence. You know, it is kind of nice having a second voice. Uh We’ll see, we’ll see about the future. Welcome back to Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference. We’re all together here in Portland, Oregon at the Oregon Convention Center and nonprofit radio’s coverage of the conference is sponsored by Heller consulting technology strategy and implementation for nonprofits. This conversation is with Beth Cantor and Philip Deng. Beth is an author trainer and facilitator. Philip is CEO at Grant Beth Phillip. Welcome. Thanks, Tony. Nice to have you, Beth. Welcome back. Great to be here. I lost count. How many times I’ve been on your show? Yeah, many, many Nt CS and Philip. You’ll be welcome to come back. Thank you very much. It’s great to be here. Thank you, my pleasure. Your session topic which you uh unburdened yourself of uh yesterday, right. Taking care of you did. Your session is embedded, ethical and responsible use, generative A I and nonprofit work. Um Philip, why don’t you get us started as a, as our first time guest. Um Why did you see the need to be concerned about ethics and, and responsibility around generative A? I? Well, I think, um Beth and I have been talking about the topic for a few months now, maybe over a year. Um And I think that generative A I, I, I’ll start kind of in reverse is a transformative technology that is shaping the world every single minute now. And all of these nonprofits, their missions, their clients, this, this all is being done in a generative A I world now. And I think nonprofits in particular have a, a sort of native inclination to consider things from a perspective of responsibility and ethics. And so I think there’s this really important work to be done uh led by folks like Beth now for quite some time. But to help them figure out how to take these really powerful technologies, these really important tools and then apply them in ways that are aligned with their missions and most importantly with their values. I’m glad we’re having this conversation because it’s important to take a step back and, and evaluate, you know, our, I guess our values, uh you know what our, our core, what we stand for, what we, you know, the walk that we, that we wanna walk um and not be talking about uh the use cases and, you know, use it as a draft and then then it’ll be iterative and you’ll have a conversation with your, with your, uh, with chat, chat GP T, et cetera. Uh, uh, so that’s why I wanted to take a step back because Beth, you and I had that conversation in a, in a panel with, um, uh, last, it was last June, I believe with, uh, AUA Bruce and George Weiner and, um, Alison Alison, the four of you, the four of you. Yes. So we, and uh so, I mean, there’s value in that we, we do need to know what, what are the best use cases and how best to interact with this Philip, as you said, absolutely transformative tool. But let’s, let’s take a step back. Beth, why don’t you help us off as well? Um Sure. And I think as we talked and we’ve been talking um and the reason I wrote the book about it with Alison published two years ago now because we saw this coming is that most, for most that we leave with our human centered values and that we do no harm because there’s a lot of potential to do harm. Um Given um that this technology is working on ingesting a large amount of data from the internet and it’s ingested all its biases and in the ways that we can interact, we can inadvertently, you know, harm people through divulging private information or maybe using it to block people out people of color, out of service. And a whole host of other things. Right. Um, and I could give you that whole list, but that’s like a college ethics course. But the important thing is that, um, nonprofits need to be aware of it and have a way to navigate through it. And luckily intens released of uh ethical framework tag fundraising dot A I and organizations I think are um overwhelmed, their concern. They should be, um, but they need to be prepared and to move thoughtfully. And so the session that Philip and I did was more, you know, how do we operationalize our values in the context of this technology? As uh Philip mentioned before, it’s something that we’re used to doing in this sector leading with our values. But now we need to apply it to the use of this tech to this transformative moment. That is, is, is only going to become, I don’t know more. It’s, it’s, it’s only going to accelerate I I think. Um All right. So Beth, let’s stay with you. You know, what, what should we be? What should we be thinking about talking about? Not just thinking, what should we be talking about consciously? Um at, at, at the CEO level, I don’t know, maybe at the board level help us help us understand what the, what the issues are that we should be grappling with. Um There’s a few things and I’ve been having a lot of those conversations. Um first is educating, understanding what the technology is and actually getting hands on it in a safe way, low risk cases. So you understand, like the limitations of it without just being concerned, it’s a double edged sword here or I don’t know the right metaphor, but it’s there are tremendous benefits, but we want to be careful, right? We don’t want to be so scared of it that we don’t use it. We need to, we do need to use it but carefully. So we need to think about this in terms of, you know, humans always in charge, humans always in the loop, humans making decisions. And I think the most important skill that leaders need to understand is when, where does that human intelligence come in? And where do we let the machine do some of the work? Right? It’s called Cobo. We talked about that before higher up what what’s going to happen is more nonprofits adopt. Um It’s going to free up time, it’s not going to disrupt jobs necessarily, it’s changing and automating job skills which redistributes time and leaders need to reinvest that time into more mission driven, important tasks which are really about relationship building, right? With our donors um within, with um the people we’re serving and, and within that as staff begins to use this and, and they have acceptable use policies and we’re taught how to use it well and carefully. Um and time shifts, they’re going to need to be reskill right there gonna be reskilling and there’s going to be an emphasis on soft skills, they’ll become way more important, like creativity, empathy, communication, interpersonal communication, those things are going to become all the more important. Um There’s been some and um uh linkedin data recently, I don’t know if you’ve seen their, their economic graph but they actually crunch some numbers related to nonprofit jobs and the use and adoption of A I. And they’re saying that um 12% of nonprofit job skills will change and 39% will be redistributed. So leaders need to be thinking about this in terms of their talent retention plans, talent retention plans, Philip, what can you add, please? What, what should we be grappling with? Well, so I think one of the things that I’ve sort of appreciated about working together with Beth is that, you know, there’s been, there’s such a body of work there to consider and then sometimes what I find myself doing partly just, you know, to, to make sure that I’m, I’m not getting overwhelmed with all of the information is to step back and try to come up with maybe sort of memorable or, or um uh tactics to, to see the forest again uh when you’ve lost them for the trees. So where Alison and Beth coined the term the dividend of time. So basically what you get back from using one of these smart tools, I think one of the uh a rough formula that I’m kind of playing around with is that the idea here is to use generative A I to create a dividend of time. And one of the things that I think we have to practice is to use as much of that time as we can as we can manage to build trust. So, uh Beth was just talking about how a lot of soft skills and, and relational work is going to become really important. I think, you know, thinking back to before so much of our work happened within the, the digital world. We were out there doing the work and running into one another and a lot of that relational work was done just as a matter of fact, that’s no longer the case when we’re sending a lot of emails or having A I, right? A lot of our communications from now from now on. Um So I think what we have to do is be intentional about saying, hey, some of this time that we’ve gotten back, we actually have to allocate it thoughtfully back to going out into the world and forming these relationships because the thing that uh the A I lacks most of all relative to, to people is the context of our work. There’s an incredible amount of data in these models. They are really amazing at certain tasks. They don’t really have any idea of what, what the world is that our work exists in. So that context I think is absolutely crucial. And it’s actually the understanding of our work paired with as Beth and Alison say Cobo, that’s where the magic really happens is when you pair your human intelligence, your understanding of the situation, the nuance of your work and then know how to leverage a really powerful technology like generative A I to do that work more efficiently. And of course, in a, in a human centered and, and values align kind of way you mentioned building trust, say more about that. Do you mean trust of the tools? No, I mean trust between us as humans. Yeah, I definitely mean between us as humans and between organizations as stakeholders within a community or within a movement. Um I think if you use A I in a way just to say, give yourself some time and maybe just throw that time back into more productivity. Um Beth and I talked a lot about um a a few cases where folks kind of rushed A I chat bots out into the world into front line situations, really sensitive ones where people in crisis were reaching out at one point and getting a human being. And then all of a sudden they were talking to an A I model and the A I was giving out really, really problematic advice. Um And that is an instance where the tech was used to save time or money, uh you know, in terms of human resources and it harmed the, the very people that the organization was trying to serve. So in that case, it wasn’t used to, to build trust, the, the time was saved, but it wasn’t reinvested in strengthening the relationship between the organization, the community, the stakeholders, the donors. So when I talk about trust, I mean, good old school person to person, uh stakeholder trust. Uh Beth, can you share one of those uh one of those anecdotes, of course, um I think the one that a lot of people know about because it was got quite a lot of media attention is the National Association of Eating Disorders Nita. And uh they put what was happening because of the pandemic, there was an increase in eating um disorder because if you’re by yourself, you’re more pro you know, you’re more prone to that, right? Um So, and they, for many years had a hotline, you know, actually humans answering the phone and um, and what happened was they were completely overwhelmed. They went to senior management said we need more help. Um um the staff responded, we’re going to organize a union if you don’t get us more help. Um And what happened is they put a, they rushed a chatbot out to answer questions of people reaching out for help and pink slipped a lot of staff. Ok. So first of all, they, they, they saw it as a cheap replacement for staff, which we, which is doing harm and we don’t not human centered and then it wasn’t thoroughly tested, there weren’t enough guard rails on it and it was dispensing harmful information. So they’re, they were in the middle of a media crisis, um, reputational damage. And I saw a, um, article even a couple of months later, they had a bill into one of the state legislators, um, to get more funding for, uh, to support people with eating disorders. And it was turned down because of the, the lack of trust based on what happened. So their community was harmed on a couple of different levels from, from the, from the firing of some employees from the poor advice from a, from a chat bot and the legislative funding was, was refused and the reputation as well. Ok, disaster. Um So what do we take away from that? Uh ok. So, uh well, don’t do those things, but are, are there larger lessons Philip that we can, you can see from that? Yeah. Um Another thing that I was thinking of when you were speaking with Beth earlier was one of the ways that I advise leaders that are contemplating bringing A I into their to their toolkit is to come at it from a sense of playfulness, a stance of playfulness. You know, a lot of people do pretty dangerous things for fun. You know, if you’re mountain biking or rock climbing or skydiving, we, we do a lot of stuff that, you know, is, is fast paced and there are real risks involved. But because we’re in this mindset where we, our senses are heightened, um We’re very aware of danger and failure, but also motivated um in a, in a way that is honestly kind of enjoyable. Um I think it’s a really great place to start just, just as a mental framing for taking on this task of learning about generative A I, some of these technologies are really fun to play with. I mean, if you, if you interacted with the language models or the image generators, if you do it in a safe way, in kind of a sandboxed way, like Beth was saying where you aren’t starting off with anything sensitive or mission critical, you’re doing it in a way to honestly play around and explore the limitations of the tool doing so with sort of a playful mindset, almost the child’s mind, as some people say, I think it’s a really great way to make yourself attuned to uh the, the risks, the rewards uh in sort of a game like format, but also to reframe failure. If you don’t get it at first, if you, if you don’t get the right results in a game, what you do is you try again, it’s the next round, it’s the next shot. Um And kids just get back up and try again. And I think that’s a really, really good way to become uh very aware of generative A I to know what it is to, to feel it and become fluent. So I often tell people think about that or, or watch a kid playing, uh, think back to memories of, of learning a sport or an instrument or, or some, some kind of art that, that you have. I don’t think it’s terribly different from that. So, uh it feels different and we oftentimes speak about this really powerful tech in terms that are overwhelming or sort of uh difficult to relate to. But at the end of the day, I think the the people that I see excelling a lot of them, I think a disproportionate number are having fun. And I think the reason that they then get so good is because there’s a nice feedback loop there. Um So that’s what I tend to tell people. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world. And in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to a step back on artificial intelligence with Beth Cantor and Philip Deng. I love the, I love the idea of having fun with it, treating it like a sport safely. Yeah. Yeah. Um You all have advice around um an ethical use policy and, and guidelines for training practical tips and examples and processes who who wants to start with some, some of the practical tips, strategies, tactics for for ethical use policy. Um Sure. So let’s just break down quickly what’s in an ethical use policy, right? So there’s four sections, there’s our values and that should be the easy part, right? Um Most of nonprofits I know have a value or vision statement and it’s kind of relating that to the use of the tech. Uh the next step are norms, how are we going to use it? Um What and where are we not going to use it? Right? And those are things like thinking about the use cases and not just the use cases and the tools, but about there is a conti of risk with different types of uh use cases at the lower into the spectrum. We have individual use to do a task like a writing task or create an image or analyze some data, right? So it’s under what are the potential risks? And I think one big one is if we’re interacting with public um uh uh generative A I writing tools and models, chat, GP T Copilot. Um You know, what’s our point of view about putting data into those? Right? Are we gonna put, we gotta be careful, we’re not going to put any personally identifiable information into the prompt that then goes into a public model. Um like someone’s email address or God forbid their social security number. Um There’s another principle about like what is confidential information, right? Like do you want to be uploading someone’s performance evaluation as an example of our, our organizational tone written in this tone and here’s their performance about you just bring up a very good sort of tactical thing that, that your prompts are part of its learning universally. It’s not only is this, it’s not a private conversation, you and chat GP T well, with public models, right? The free public models that where we start. But if you have an enterprise model and you’re using your own data, then that’s safer. OK. That’s a different story. So it’s understanding that difference and also um you know, you can redact, right? Think of it. Um This comes from Rachel Kimber, great person to follow on linkedin. Um Like maybe you do have some information, you redact the organization’s name and you redact the person’s name so that there’s no association of it, but you could get an a summary. So that’s lower risk individual task, move to the middle, we have it for internal purposes like internal communication, hr operations financing. There are medium sized risks there. One example, um, let’s say someone in hr uses a generative A I tool to write the employee handbook, right? And they fall asleep at the wheel, they proof the first paragraph or two and say this is fine and they, it’s there, you know, a couple of years down the road, there’s a sexual harassment issue and they go to the employee handbook and oh, this doesn’t protect anybody. So you, you really need to audit the output from it. You can’t trust it. It makes, makes stuff up, mix facts up. It’s hard to believe and that’s the medium risk. You’re still in the middle of the spec it does that with at the low risk too, we get to the high risk and we do what we described before. We’re having it on the front line interacting with our stakeholders. And I think that’s where we need to have at the board level. We need to have a data privacy governance, you know, discussion, we need to have, we need to operationalize that. And if we’re testing something that is running on AAA large front tier model like open A is Chat G BT or whatever, we need to have the appropriate guardrails in place, right, to prevent it from going off the grid and you know, preventing and providing information that’s potentially harmful or excluding people from our services. Philip, anything you want to add? Is there more about the ethical use guidelines? I think in general there are a number of really great frameworks coming out. Uh N 10 has one that just came out yesterday. Um I’m part of a group fundraising dot A I, that’s the website. Um That’s also coming up with ethical and responsible use frameworks for this sector in particular. I think what I would just say is the important part is to have the continuing conversation. And when you have a reputable framework, that framework is a tool to guide that conversation to make sure that you’re being systematic and thorough. Um I think what it’s going to come down to though is a posture of the organization that you understand that this is a tool that can help but that the seriousness of the work, which was there long before A I demands that you approach it with care. And so everybody in the organization needs to be looking for the risks, the benefits kind of just being aware and then when something seems beneficial, get together and have that conversation using the framework to say, OK, this is what we want out of it. But let’s go through this framework, let’s assess it step by step and see if there are risks that we can spot as a team and then to make the approach course correction. So the frameworks are a tool for the continuing conversation, which is going to have to continue. Because every time one of these new step up models gets released, there’s an incredible new amount of landscape that we have to analyze because these models are gaining capability so quickly. So it really is changing what it means. I mean, the terminology itself is almost a placeholder and we, we really have to go out there and have our eyes open and understand what is generative A I in 2024 it’s gonna mean something different in 2025. I think I’m so glad we’re having this conversation to step back. And I realize as you were speaking, Philip, I, I’m sorry, I fucked up. Uh You were, you were, you were only in two out of four. You said there were four. I, I moved on, we were only on number two of your 44. I at least I realize but, and then I said, you know, and then I deferred to Philip and no, sorry, I apologize for that. We’re only on number two of your four elements of the, the, the policy for use. You were very gracious and not saying Tony, you’re fucking up. So you told me not to swear anymore. No, I, no, I, no, you said you said fuck shark. And I said you could say that and I almost said shit, but I didn’t say it. I said chat G BT makes up shit. I said sh stuff in New York City once you were talking about. So now we can say fuck sharks and that I admitting that I fucked up. And so let continue with the four elements that belong. People listening are probably thinking like, why did the guy move on after she’s only on number two? Why did he move to Philip? When Beth is only halfway finished values? We talked about values, right? We talked about nor nor do and don’t and that’s where we talk about use cases and that’s where we were and then we were on the spectrum. We’re on the cases. We completed the spectrum. We’re at the most risky, the forward facing the outward face. That’s the most risk requires the most testing, the most guidelines around the boundaries around the use, right? And that’s what’s called guard rails, right? Rules like don’t fall asleep at the reel at the wheel, read the output and check the first two paragraphs of the, don’t fall asleep at the wheel and don’t disclose personally identifiable information or whatever comes up through your organization’s conversation. And then the other piece kind of relates to what Phil was talking about earlier is the playbook, right? Um How do you share information within staff about prompts or what you’re learning? So that’s an important piece. And there was something actually, wait, say a little more about that, wait, say that one more time because I’m only hearing this the first time. Say that last sentence again. OK. So I call it the playbook section, right? So there’s a lot, you know, sharing, not knowledge and skills on staff so that there’s a shared playbook and it could be a Google Doc, right? Where people share. I tried this prompt. It produced a really great fundraising appeal. Uh I had to work with it but here it is, if, if somebody else wants to try it. So that kind of ongoing learning is really important. Um There was something else while Phil was talking but I forgot it with the fuck sharks thing. I derailed you. Alright. Well, we had fun. It’s, it was, it was worth it, it was worth it. And it may very welcome back to you. Um What’s the board’s role? Uh Beth, you mentioned the board but you just kind of been passing what’s the board’s role here and that the CEO should be bringing the board in for, for conversations about, about what two things. All right, I think, you know, while we in this sector understand responsible and ethical use, we don’t necessarily have that expertise on all boards of nonprofits. Hospitals do cause possible uh hospitals have to navigate ethical situations, right? So they might have ethicists on their board. So it’s also important to think about maybe we want to recruit some board members with that type of expertise with a grounding in ethics. And we probably also want to bring some members in who have an understanding of the technology and we also want to be having um some governance level policy discussions leading to our policy around that. Um, as well. It’s not just something that happens on the staff level and for senior leaders, it’s not something that gets punted down the hall to the IT department, it should, you know, leaders need to be thinking about it as well. Yeah. Yeah, it’s, it’s, uh, it’s, it’s systemic, right? It doesn’t, it doesn’t belong in the IT department. Um The idea of uh recruiting ethicists or I guess if not that bringing a consultant to help, to guide the discussion by, facilitate the discussion, raise the issues that we’re all talking about here. Um Because board members are not, you know, they may be all in or they, they may not even be paying attention, you know, depending on their work status, they may not be paying attention to artificial intelligence. So the issue, the issues need to be raised. I don’t know, I’m finding at least with the, the boards that I’ve been brought in to speak with and maybe Phil, you’ve also seen this um that it’s either they’re really concerned about it and never put their hands on it and have all these perceptions or misperceptions about it and that might be holding them back or they want to move full in this is transformative. We need to change with the world or we’re going to be left behind what else? Uh We have a couple of minutes left. What else did you talk about in your session that we haven’t covered in as much detail? I don’t know, maybe other cases or we talked about the dance floor and the balcony. Ok. Go ahead. Ok. So um this comes from the, the leadership lab at Harvard, um that leaders have to have the balcony view, which is seeing ahead, the big picture. But you also need to get on the dance floor and get in, you know, get into those steps. So for uh from a leadership perspective, you need to think about the ethics responsible use, move slowly know the use cases, all the things we’ve been saying. But you also need to put your hands on it as well and really understand do it playfully make the time for experimentation. And I think that’s a mind sh shift in our sector, you know, to make you happy, the time to actually experiment and learn. And that’s the kind of shift that our cultures are going to go through. If we free up time that we’re going to be, we’re going to make space for innovative thinking and make time for experimentation because hopefully we will release some of the busy in our busy cultures and make space for that. And that is the typically the promise of new technologies that there’s gonna be uh extra time, there’s gonna be greater productivity. But, but, well, well, your point was let’s not, let’s not apply it directly to productivity. Let’s, let’s apply it in relationship methods, uh, relationship building things that humans do uniquely that I, I, I don’t know, maybe I’m being risky here but I’m presuming that robots will never be able to do bots. Uh, artificial intelligence will never be able to have the depth of relationships that we have human to human. And is that you think that’s a risky statement? Any, anybody, you think you think we’ll get there. So not that I, not that I aspire to it. But I mean, I like to think that there’s, there’s some things that separate us from artificial intelligence. Are there, are there reliably like 10 years from now? Well, that’s the thing, that’s why I don’t like to read all the being risky. Yeah, I don’t know, 10 years from now for the time being, we are uniquely positioned. Uh We can say that right in, in 2024 and probably 2025 I think we’re uniquely positioned to have relationships. So that’s where the, the time ought to go in. The things that we’re uniquely qualified to do. Versus more office productivity is the point that both of you made. I would maybe uh come at it from another angle as well that we have never maybe appreciated how important human choice is. And I think one of the things that differentiates this technology from the software that we’ve been using for decades now is that increasingly it’s making decisions. I mean, that really is one of the, the Hallmark, uh you know, distinguishing features of these intelligence systems, more and more they are making choices for us. If they write something for us, they’re literally choosing every single word and then, you know, we added it, but a lot of decisions, tiny, tiny little decisions are being made by these smart systems. And I think what we have to really come to appreciate and not take for granted anymore is that the human choice, the, the decision making, power and responsibility that we have in the world, in our teams, in our organization, in our communities. That’s really what I think we need to, to focus back on and say, how do we choose to use this technology in the right way because once we do, the technology is going to start making choices for us. So human choice, uh I think is maybe one of the things that, that I’ll be meditating on a lot for the next uh the foreseeable future here. I’d like to leave it right there. That’s a great step back. Thank you. Thank you, Cheers. That’s Philip Deng Ceo of Grant. And with Philip is Beth cantor, author, trainer and facilitator, Philip. Beth. Thank you. Thank you so much. Appreciate, I appreciate. Did you just say fuck shark? I might have, I hope you don’t hear from the shark folks. Thank you for sitting through this uh this raucous uh provocative session uh where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Really? Thank you very much. It’s time for Tony’s take you. Thank you, Kate. I’ve been enjoying uh a week and a half and I have another several days of meetings with um uh my client uh visiting nurse service of New York uh in New York City. And just, you know, as I think about all these meetings or as I’m, as I’m having them, I’m just reminded how much this is the real joy of, uh, for me, planned giving. But I think for any type of individual fundraising, it’s, it’s just the getting to know people. It’s being curious about people. Of course, we’re talking about the, the, the work that VNS health does, but I, I always make sure we go deeper than that and it’s me getting to know the person, all these meetings are, um, with folks in their seventies, eighties and nineties. Uh, most of them nearly all are, are women and it’s just getting to hear their stories, you know, what, what they did in their careers, what their husbands did because most of them are widows, their, what their Children are doing where they used to live, what was school, like, what was growing up like, uh, you know, these, these are the, the, this kind of, you know, deepening of, of understanding of people that is, um, is, is really a joy in individual fundraising. So, uh, I hope that you have relationships at, at that level. Uh, it doesn’t have to be about planned giving. That’s, you know, that’s the work I do. So, those are the conversations I’m having. I just find it really, uh, sort of uplifting, having all these meetings over breakfasts, coffees, lunches, uh, a couple of dinners, but a lot of folks, those ages, uh, this time of year don’t want to go out at night. So it’s uh not too many dinners, but I hope you’re enjoying relationships like that because they are the real heart of individual fundraising, getting to know people and working with people on the, on that level. And that is Tonys take two Kate. I think we really take for granted the face to face connection that we make with people, you know, by storytelling or just getting the wisdom from anyone really. Not just the older generations. Yeah, I think you’re right and we, you know, we obviously lost it during the pandemic. Uh I see more people getting back to face to face in person, events, meetings. Uh And I, and I hope folks are, are open to that and not just open to it, but, you know, looking for it, seeking it out because, uh I think, you know, that just, it’s human connection and virtual connection can only go so far. It’s, it’s just, it’s not the same thing, not even, not even close for sure. No, I completely agree with you. But anyway, we’ve got buu but loads more time here is get your team to the next level. Welcome back to Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference. We’re coming to you from the Oregon Convention Center in Portland, Oregon. We sponsored at 24 NTC by Heller consulting, technology strategy and implementation for nonprofits with me. For this conversation is Kim Chang. She is independent strategic communications campaigns and an operations consultant. Welcome to nonprofit radio. Kim. Hi, nice to meet you, Tony. You got a big portfolio there. It is a mouthful strategic communications campaigns, not stopping there. That’s only two out of three and operations consultant. It’s true. I’ve played around the title many times. It’s like, how do I explain to people what I actually do? Is there a company name that you can compact all that into or have you? No, presently just Kim TRONG consulting. Yeah, letting the name speak for itself. But it’s simple, but it says it all your session topic. Have you done your session? I did do my session yesterday. All right. Congratulations. That’s over. So we can recap a little bit. It is work smarter, not harder, easy tips, easy. That’s, that’s an important qualification, easy tips. She promises to get your team to the next level. All right. Um What was the genesis for the session? What brought this topic to you? Oh, this is funny. Honestly. I kind of ended up at NTC on a whim. I quit my job last July 2023. I met up with an old boss and she mentioned to me, I was telling her about some of the things that I’ve been doing around project management, strategic operations, just helping um you know, folks at my old company get to the next level, managing their team ironing out some of the issues. And she said you need to do this with nonprofits, you need to go to NTC and you need to present on this. And I don’t know if I have much expertise to share, but sure, I applied to be a speaker and here I am, it’s my first NTC and it really does already feel like I’m coming home to the topics and the people I care about. So that’s really the genesis of this. It’s very touching your first NTC. You feel so comfortable. Yes, I do. It’s a great community. It really is. It’s a welcoming, supportive community. You know, folks living their values. I mean, we certainly see that in, in, in 10, living their values of equity centered. Exactly. Exactly. Yeah. Yeah. Smart use of technology, but also um the conscious use. Absolutely for good. Right. Maybe not necessarily for growth. Indeed. Yeah. All right. So um should we just start talking about some of the easy tips? Let’s dive in? Ok. OK. What do you, where do you like to start Um Well, I always like to say that, you know, the basis of a really well functioning team is um how you staff the work and whether or not you are using your individual staffers and teams capabilities, their strengths to the best of your team’s abilities. So, one of the practical ways in which you could operationalize this and that I recommend it to folks is simply to put together a roles and responsibilities, matrix, right? And when you put together roles and responsibilities, matrix, you’re identifying, not just the role, I think a lot of times people start with just the role that folks are supposed to take on a team. And then they don’t actually quantify the responsibilities that are in the act, the weekly, daily activities that are associated with those roles. So making sure that those two are aligned. So that’s the first thing I flagged. The second thing is once you notice that those two things are aligned, you don’t want to match them up with your staffs. Um you know, existing personality traits, work personality traits as well as the hard skills that are required in that role to be successful. And once you do that audit, you have a clearer picture of the gaps that remain. And whether or not you need to train folks, you need to hire people in and how folks can work with each other. So you’re seeing the gaps between the skills that are needed and the skills that exist? Is that yes, am I oversimplifying? No, that’s great. And then also how those skills or the activities you take on because you have those skills complement each in a team, right? Because you don’t want folks stepping on toes, right? Let’s say you’ve got two people who write social copy, right? Or two people have been asked to write social copy. Maybe you want to split the two and have someone write a press release and someone write social copy instead. So folks aren’t stepping on toes, but all of this can be illuminated in a roles and responsibilities matrix and help you make better decisions about how to manage your team. What else we got? Well, that’s just the first one. And then the second thing is I love the word matrix. I use it a lot and I probably need to stop. But the second thing is just making sure that you use the time that you have with your team effectively. So that’s coming up with a recurring meeting cadence that you codify in a, in a meeting matrix. That’s the second one. Um And then making sure that each of those meetings comes with an agenda that everyone like a standing agenda that doesn’t change every week, but covers the general main topics that everyone needs to be read in on or be aware of or action on. And then once you have these agenda templates available and folks see them every week and it’s just a standing agenda template. You’re actually creating accountability and ownership over some of the pieces that, you know, someone who’s maybe more entry level in a team might be uncomfortable sharing, right? So it’s when you create a standing agenda, it creates predictability, it creates regularity, it makes people feel confident. It uh also reduces a lot of the anxiety that folks have when they’re like, oh, I don’t know when we’re going to meet or I don’t know when we’re going to talk about that, right? Just put it right into the standing agenda. Um And it also helps to reduce a lot of these slack and email noise sometimes, right? Sometimes we’re trying to do a lot of work, especially if you’re managing a team, you’ve got lots of things that you need them to do, but you’re pulling them into these meetings all day, right? Let’s simplify a lot of that and maybe meet just twice a week. And folks know that during those times you get a chance to ask your lead all the questions that you need to ask. So it’s just creating this predictability and the way that you use your meeting time and how often you meet goes a very long way in keeping your team running well and keeping your team feeling at ease and empowered in doing their job. What are some of the things that belong on that standing agenda? Well, it depends i on when you meet and what the purpose is of each meeting. But I’d say, for example, if it’s the start of the week meeting, and you just want to make sure that everyone’s on the same page at the beginning of the week, then I would say a couple of things. The first is you want to make sure that any updates you hear from leadership or at the C suite level that are relevant to your team are shared in that team meeting. So anything that people need to know so that they can do their work for the rest of the week should be shared. So any important updates, action items, sorry, not action items, but tasks, right? If there’s something that you need to get done that week, you want to start there, you want to have a conversation in that meeting and you also want to share how you say, ok, I want you to write the first draft of this communications plan, right? Um You want to actually use that meeting to explain. OK, well, this is what I want out of it. These are the goals, these are the audiences, these are the tactics. And then the last thing is actually discussing and recapping those action items at the end of that meeting. So people walk out and they know this is my remit for the week, right? So that’s one type of meeting I would say is really valuable and that’s how I’d run that meeting every week. Um, another meeting that’s really valuable is a risks. Meeting. People don’t like the term risks. I think to them it signals looming problems. But I think what’s really great about having a risks meeting and the fact that it is a looming problem is that it’s looming, it’s not actually a problem yet. It’s not actually an issue yet. And when folks get into the habit of regularly identifying and logging risks super early, a lot of the times they’ll resolve it within two or three weeks before those risks actually become issues that derail your team dynamic, your team progress your delivery against a certain timeline or deliverable. All right. So deal with it while it’s a risk before it becomes a crisis. Well, have you seen examples of that where folks have teams have successfully dealt with risk, like you’re saying, maybe over a couple of weeks or maybe even a few months and, and then they, and then they, they just feel better. I mean, there, there may be other, there certainly are other risks. There’s always something out there but it, they put their minds at ease over something that was kind of had been looming, but they never had dealt with. Have you seen of that? I mean, I see that, you know, every day in our work once you start identifying and codifying a lot of those risks, but I think a really good example probably is, um, during the 2020 census when I was working at my old organization, a company called Fenton’s, the US, one of the US oldest social impact communications firm had an amazing experience there. One of our clients was the California Community Foundation and they were working on 100 organization. Get out the census campaign in Los Angeles County. It is one of the hardest, it is the hardest to count region in the United States. Just super diverse. Um Lots of languages, um lots of barriers to actually getting an accurate count. And a lot of those, when you’re trying to reach a lot of those communities, you’ve got to go right into the community, you’ve got to reach, talk to, talk to them, you’ve got to knock on doors, right. Um What do you do when the world goes virtual and shuts down? Right? When, during the 2020 COVID crisis? Right. So, it was amazing because we started to see one of my vice presidents. Now, he’s a senior vice president at Fenton. He could see the writing on the wall. Right. And you can see we’re going to have to pivot to virtual strategies soon. Right? Because it’s opening doors, no one’s going to grocery stores, no one’s going to grocery stores. No. Exactly. Exactly. No one’s out in the community. And so what we ended up doing was we had to completely pivot and we pivoted early, which allowed us to actually take resources like the funding that we might have allocated to door to door canvassing or allocated to, you know, ads at bus shelters or ads in grocery stores. Right. We pivoted a lot of that into virtual tactics where you can actually just reach folks right on their phones or as they’re scrolling through at home where they were in front of the TV. So we completely pivoted. Oh, we also did a lot of peer to peer texting. So you couldn’t speak to a here in person about getting out of the count, but you could text them about it, right. So we were able to identify that the crisis was coming and it was going to come early. And as a result, we were able to reallocate funding and resources and our activities accordingly. And I think if we had waited a little bit too late, we would have wasted a lot of money and resources. When you were talking about the meeting matrix, you talked, you mentioned the uh the meeting cadence, you know, something is that um I mean, it’s, it’s, I’m I’m sure you can’t say, you know, how often should a team meet that depends on the size of the team, the responsibilities of the team, the experience of the team, the, the comfort of the team, you know, but uh what about, what about um engaging virtual team members in meetings where some folks are not virtual, you know, some are, it’s a hybrid meeting, somebody some half a dozen are in the office and three or four are, are virtual. You have strategies for engaging those, those virtual folks so that they don’t feel left out. I mean, they, they’re one dimension on a screen in the meeting room. And meanwhile the other, the dozen people or so are chatting pleasantly among themselves and essentially ignoring the one dimensions. See, it’s interesting because I’ve had a couple of conversations about hybrid situations and at 10 and at NTC right now, and I think the there isn’t really a consensus on it, but there’s an, um, there’s a reality in which to be completely honest that the conversation, to be honest with nonprofit radio listeners. Ok, perfect. There is a reality in which the conversations that you are having virtually, if other people are in the room, um, you know, in person, the conversations you’re going to be having with them are just simply not going to be as rich. That’s just what I’ve noticed so far. And, you know, in talking to a lot of folks at NTC, you know, folks are saying, you know, I think that sometimes it just makes better sense all the conferences that they’ve been to over the years, especially after COVID, they’ve been most successful when they are all virtual or all. Um, we’re all in person, the hybrid ones are challenging to facilitate. Um So I guess I don’t have a great answer for that. But, um, it is, I think just caveat that with the reality, right? The conversations you have are probably just not going to be as rich and consciousness raising. You know, you bring in those folks whenever you can. It’s just, and I’ve been on the virtual side, um, it feel, it feels a little excluded. You know, it’s nothing intentional. It’s just that there, it’s not the same experience, you know, it’s just, you know, you’re not there, you’re not there, you’re there virtually, but that’s not there when people are, people are in the room, not when it’s all virtual. I mean, that’s a different dynamic. And how do you get your hand up and, you know, you get your voice heard, make sure everybody speaks and that’s a different dynamic. Uh Yeah, I’m talking about the hybrid meeting. It doesn’t feel so good on the virtual end. OK. Well, at least you’re, you’re honest. I mean, there isn’t really a great answer. It’s just not the same. So that’s, you have to be intentional to bring the team together, you know, whatever, semiannually quarterly. So that, so that the virtual folks do feel included just maybe not in the interim meetings, but they don’t feel excluded 100% of the time. Yeah, I think I would feel irresponsible saying, you know, you can make the experience amazing because, you know, there are just nuggets of conversations you have by the water cooler or when you go to Happy hour after something that just enriches the conversation you simply can’t have when you’re virtual again. But that’s why you need to be intentional about bringing the team together in person. I guess, to me, if I was a CEO at least annually, but even that doesn’t sound like I feel like enough, but semi annual, I mean, obviously there are budget constraints around that too, but it’s a challenge. I mean, everybody’s struggling with it. I think still, I think, I mean, things are emerging, you know, we have emerged and models have emerged. I’m just not sure that they’re uh they’re as successful as they could be. In some cases. I think some of some of the choice we’ve made, you were kind of getting at it. Um But I think you wanted to ask you or you kind of assume, you know, there probably isn’t like a strict, hard and fast rule for how often, you know, team should be meeting. And I would agree, I think it really comes down to the needs of the organization. But what I will say is paramount is creating that predictability, creating that regularity, you might not meet as an all staff, um except for once a year, but maybe you have a quarterly virtual three hour meeting strategy meeting every quarter, right? And that’s something that people look forward to, they’re aware it’s happening. That’s when you’re going to get to strategize, that’s when you get to the bigger picture Exactly. And it’s on the calendar. People are aware. Yeah. So I’d say creating confidence in how you use your meeting time is really more valuable than, you know, all the bells and whistles of an in person meeting or all the bells and whistles of a virtual meeting. Just get the basics right first. You know, more tips. Oh, my goodness. What, let’s see. I talked through the ways of the roles and responsibilities, Matrix, I talked through the meetings, the risks. You know, I think a really great tool that folks can use is any kind of infrastructure tool, documentation that your team feels like is the master hub. And when I say master hub, it just means it’s this one key resource that you redirect folks to over and over and over again. It’s probably got to be a little bit more robust than your slack channel. Um For certain teams, you know, Google Docs with your running notes, with your roles and responsibilities, your project plans could be sufficient, especially if you’re in a smaller team. Um And then if you’re on a bigger team, a cross functional team, um you might want to invest in a dedicated project management tool like a Sauna or Trello or click up. But I wouldn’t necessarily jump to a tool to solve some team management problems right away. I think just really, especially if folks are, for example, if folks in your team have low project management tool literacy right. It just makes more sense to get them comfortable. The most basic Google sheets or basic trackers in Google Docs to start, right? So you really got to evaluate your needs. But the key tenant here that I emphasize is just redirecting folks to this one place, keeping it updated every week, right? So that everyone knows this is where you go to get your information shared. I mean, that becomes part of a shared culture, even exactly expectations, you know, everything that that document covers, everybody knows that they can rely on that. It’s a, it’s a common resource culture. Yeah, but uh important to talk about. Alright. Alright. Um You had something in your session description about codifying best practice, best practices in a simple team ways of working guide that sounds related to what we just talked about is that is that essentially is that it? Yeah. So the team ways of working guide and when I did my presentation, I essentially split up the tools that I was recommending in two different categories. There are foundational operational tactics, tools, resources that you want to use that simply maintain the function of your team week by week. So that’s the foundational operations and there are project specific tools that you want to use, right? And so for the project specific tools, that’s when we get into work plans, that’s when we get into um you know, who is the manager, the owner? It’s called the Moca matrix manager, owner, consultant, helper approver on a specific project on a specific deliverable, but you need the basic foundation. Yeah, I know, I it’s actually from the Management Center, I can’t take credit for that, but you need the basic foundation in place before you you can activate for these different big projects, right? And so the ways of working guide is such an example and that to me is the baseline, you codify, this is who’s on my team. This is what they are responsible, this is how we work together, this is how often we meet. So all the resources that I mentioned are in that way, working guide. All the resources that I mentioned that are foundational operational resources, not necessarily project specific resources are in that way as a working guide because it sets both the expectation, but it also sets a culture as well for how you’re going to work together and that’s not project specific that is about managing your team. Yeah. Hi, Kim. So why don’t you leave us with some final motivation and uplifting thoughts about, you know, these, these easy tools for getting your team to the next level? Yeah, I would, you know, I think I started my presentation saying this um the 2023 report from the Center for effective philanthropy, I think they say 63 or 68% of nonprofit leaders, you know, they’re really concerned with burnout. Um And I think that has only been exacerbated by the economic downturn. COV ID 19 folks really need the services that folks in our nonprofit sector are providing. Um And I think when we do mission driven work, um we feel this need to just spend all the time that we can and work the long hours that we need to because our work is so mission critical, it’s so important. And I think the biggest thing I’ll say is social impact does not have to come at the expense of our well being. We do our best work when we are our best. And when you are a manager, a team lead, a department leader, you have the, you have the opportunity, but honestly, also the responsibility to set that team culture around well being around operational excellence, right? And so that’s what I would really encourage every nonprofit middle manager, department leader to walk away doing. You got four or five tips, four or five tools you can use to really set your team up for success and um you know, improve their well being. That’s it, Kim, independent, strategic communications campaigns and operations consultant. I make sure that folks understand that it’s the three, the three, the three legs of your tripod, the three legs of your stool, the uh the three sails of the three masts on your uh on your schooner of your schooner, the three TYS on your fork. I don’t know. Everybody knows you got a big portfolio. Alright. Thank you very much for sharing. Thanks so much for having me, Tony and thank you for being with our coverage of the 2024 nonprofit technology conference hosted by N 10 where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Thanks for being with us next week. Matching gifts. 101201 and 301. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous, gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving. Virtuous.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. This 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 April 15, 2024: The Generational Divide

 

Miriam P. Dicks: The Generational Divide

Across the generations, people think about work differently. They all have different needs. They all bring different skills. They work for different reasons. They communicate in different ways. But they have one thing in common: Every generation wants to be heard and respected. Miriam Dicks helps you manage across the generations. She’s CEO of 180 Management Group.

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Welcome to Tony Martignetti nonprofit Radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with dys chromatopsia if I saw that you missed this week’s show. Our associate producer, Kate is still out sick and I’m left wondering for the second week. Do we need an associate producer this week? The generational divide. Finally, it is here. I swore it was coming across the generations. People think about work differently. They all have different needs. They all bring different skills, they work for different reasons. They communicate in different ways, but they have one thing in common. Every generation wants to be heard and respected. Miriam Dix helps you manage across the generations. She’s from 180 management group on Tony’s take two. Thank you, Nado. We’re sponsored by virtuous. Virtuous, gives you the nonprofit CRM, fundraising volunteer and marketing tools you need to create more responsive donor experiences and grow, giving, virtuous.org. Here is the generational divide. I’m with Miriam P Dix. She is CEO and chief strategist at 180 Management group. She’s a management consultant with proven experience, transforming organizations to achieve optimal operational performance. She has over 20 years experience in operations management and management consulting and she has taught operations management on both graduate and undergraduate levels. Her company is at 180 Management group.com and Miriam is on Linkedin. Miriam. Welcome to nonprofit radio. Well, thank you so much for having me. Glad to be here. My pleasure. Let’s talk about intergenerational workplaces, different ways that the generations think about work communicate, perhaps work together ideally. Uh or some may maybe, well, they have to, they’re working together in, in one form or another. The, the, the, the togetherness might be uh in some cases, could be a stretch, but just give us an overview. What, what are you seeing around the intergenerational workplaces that, that we could be doing better? Well, I will say that what I’m seeing is this major pull and tug going on between generations and it really is more of the Z millennial. Um and the boomer generation, I am in the X generation. So I’m sort of in the middle, I tend to be a bridge. So I understand the generation, the millennials right under, you know, under me. And then I understand the, the boomers that are ahead of me. Um And I’m able to like translate and I feel like that’s where the vast majority of us who are in this generation born, I guess in the, you know, seventies and into the early and late seventies, we find ourselves having to translate because we remember a time when there wasn’t, you know, a cell phone and, you know, there wasn’t uh internet, but we were young enough to adapt. So we can, we can have those conversations and really understand where a boomer or silent generation person is coming from. But yet still have uh an understanding and empathy for um the other generations behind us. And so we find ourselves in that, that space of translating. So when I’m out there in the field, that’s what I feel like I’m doing because boomers want one thing on in the workplace and millennials and, and this new Z generation is coming up, want something totally different. And where do you meet in the middle? And that’s where our discussion is. All right. Sounds good. II I feel kind of bad for Gen X. You, you, you get, I think you get the least amount of media attention. Uh It seems like more of the attention goes to millennials and Gen Z and, and baby boomers, of course, because they’re dominating and they’re not willing to give up power and things like that. But I don’t know, Gen X seems kind of screwed in the middle there. Yeah, we do feel that way. Yeah, you do. All right. Speaking for the entire, speaking for the tens of millions, uh I just wanna, I just wanna, you know, say that for us. OK. Um No, but I have noticed you don’t, you don’t seem to get a lot of attention. So let’s talk about, let’s, let’s start with what you just kind of teed up. What, what, what, what are boomers expecting? And uh what is, what is Gen Z expecting? Boomers tend not to want to give up, as you said, their shine, which, you know, I am a fan of the boomer generation because, you know, so much has been done to forge a path for us, you know, coming up behind them. However, sometimes just the reluctance to move forward and do something different is, is, is stressful. Whereas, you know, the, this, you know, millennial generation or Aziz, they are really, you know, biting at the top, you know, at the bit, chomping at the bit. I said that’s so bad but chomping at the bit to really do something uh different and new and because it’s all they know. And so what that looks like in the workplace is, let’s say you have a new system that you want to implement and it reduces some manual work. It automates processes. Well, you might have someone on the Boomer generation who says, well, I do better with my notebook and my pen. I don’t need to have, you know, all of my information in a system and I have to log into it like I just want to write it down because I know where it is and that’s my system, that’s my process. And then you have, you know, someone in another generation that says, well, I don’t have access to your notebook every day and I can’t see what you have written down. And how does that help me get my work done if I have to call you and I have to come to your office when I need information. Right? And so you see that play out in, in the workplace and it is, it is very interesting. So what do we do to start to uh start to overcome these obstacles? Well, I think we have to recognize that each generation brings value to the table and it’s not about one being better than the other. It’s about understanding what the value is so that we can pull from that and, and have, you know, um synergy and make decisions and move forward in a way that works for everyone and working for everyone doesn’t mean everyone gets their way, right? It means that we understand what parts of our knowledge, what parts of our technical abilities we bring to the table to become one part of a whole. And to me that looks like understanding the difference between wisdom and technical skill, right? So I was listening to a webinar and it was a webinar on A I and the facilitator and I wish I could recall her name. Maybe I can give that to you later if you want to post that but the facilitator basically said that when it comes to A I and I’m going to paraphrase probably horribly here. But when it comes to A I, we can’t have a generation that’s reluctant, especially leaders, right? So if your boomer generation is leading in very high levels, we can’t have a generation that’s reluctant to embrace it because even though a younger generation has the technical skill to use it, they may not have the wisdom to know how. And so the boomer generation has wisdom, you’ve been on the earth, right? You’ve been here longer than the other generations, obviously, not as long as the silent generation, but you’ve been here long enough to see people to see behaviors, to see patterns, to see political cycles, to really have wisdom as to how we might use some of this technology in the way that is beneficial because technology is a tool and, and the tool in the wrong hands, it can create damage, but a tool in the right hands and with the right perspective can be very useful. So when we think about these different generations, we can think about what the, what wisdom we have from older generations and marry that with the technical expertise from younger generations. And that’s one way to, to sort of bridge that gap and sort of think about the perspectives that need to come to the table. It sounds like something that leadership is gonna be important to, you know, drawing the the best from all the generations. But as you identified, the problem is a lot of the leadership is in one of the generations, boomers. And so if they have this reluctance and it’s, it’s, yeah, I understand you were just using artificial intelligence as one example of lots of areas where we could see this, this conflict play out. But so if all the leadership or, you know, a lot of the leaders, the vast majority of leadership is in the, the baby boomer generation. How are we gonna draw the best of the other generations if the leadership is the, the the curmudgeonly reluctant group? Well, and I think that’s why diversity is important and not just diversity in age but diversity and thought, right? So a psychographic, you know, when we think about diversity, we always think about oh demographic diversity. But what about psychographic diversity? And so you could have leaders who are in another generation that have some um uh affinity toward change and they would be great change champions for others within the same generation. And so if we could think about, you know, and identify who those change champions could be, they could really pave the way for others to start thinking more broadly about what diversity and leadership should look like so that we can have more diversity of thought at the table and be able to have those conversations. All right, it sounds like a part of this is Uh OK. Boomer, you, you’ve had your shot, you had, you had your decades. Uh It’s time to uh it’s, it’s time to, if not step aside, at least begin sharing. Well, and I agree with you, but then a boomer probably would hear that better from other boomer than they would. Well, one just said it. I’m, I’m, I hasten to add that. I’m among the youngest of the, of the baby boomer generation, among the youngest in case, I didn’t mention that before. Um I, I may remind you again in five minutes. But uh all right. So Boomer just said it and we’ve, we actually did a show called OK, Boomer uh move over something like that. I think it was OK. Boomer move over say, all right. So you know, my uh my older colleagues in the in the generation, you know, it’s uh it’s time, it’s time to start sharing, recognizing the value that folks younger than us bring and start bringing that to the table, you know, and not, not just in appearance but in, in uh but in uh not just value, but uh the word that I’m looking for is this is why you know that I’m a member of the Baby Boomer generation substance. Substance is the word that I was looking for, not just in appearance but in substance, say a little more about psychographic diversity. I never heard that phrase. Wow. So and I heard it in passing. So I’m not the foremost expert in it, but we often think about psychographics when we think about marketing because we’re thinking about a specific person and how they would either buy something or be able to um relate to a particular campaign. And so that’s more of a psychographic, right? So I am as a female, I might be more likely to shop, you know, and at certain times of the day, um that’s more psychographic right than demographic, demographic is more about, you know, what, what area you live in. Of course, race is demographic, uh income is demographic, but behaviors are more psychographic. So what are the behaviors that we’re looking at versus, you know, um having demographic diversity, which is very much, do we have all the colors of the rainbow represented? Do we have all the genders represented? Do we have all of the area codes and zip codes and income levels are presented? Well, psychographic diversity might be, do we have people who have certain political persuasions because that’s a behavior attachment too, right? Or it might be that you have uh certain outlooks on, you know, education or whatever the case may be. So they are just different psychographics and behaviors that we could be thinking about when we, when it comes to diversity. So thinking about folks who are very prone to, you know, change and wanting technology, folks who are prone to, uh you might actually be thinking about personality typing, right? So I know we aren’t supposed to hire based on personality profiles but to have diverse personality profiles is psychographic too. Right. So if you were to take a Myers Briggs assessment or if you were to take an enneagram or a disc assessment, there’s a certain personality type associated with that. And do you have sort of diversity in those personality types? Those are things that we also should be thinking about when we think about diversity. And, and so I’m thinking that’s a good bit of psychographics. But again, I was hearing it in passing and it resonated with me, didn’t do my full research, but that’s what I gained from it. No, no, no, it’s fuller understanding than I had a couple of minutes ago. Thank you. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world. And in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive. Fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of the individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous, gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to the generational divide. This is getting a little exhausting the the disc assessment. Well, I had a guest who said that her company uh requires folks to do a disc assessment after they’re hired, not, not as part of hiring, but after and then I is, is that the one that gives you your, your, your areas of strength and your and your areas where you can use help. And so the company uh tries to leverage the strengths and get folks uh and get and get folks to not have great responsibility in the areas where they’re weakest or maybe try to build those areas up. Do you, do you use these assessment tools in your, in your consulting? We do one of our consultants on staff is certified dis a disk trainer, um and consultant and we do because what we like about dis and, and again, there are lots of different, you know, assessment tools that you can use but dis in the workplace gives you tools as to how it is that you can provide feedback and plans really to help develop your staff. Uh And so we really like that one because it’s not just, oh, let’s talk about who you, you know what you like to do and what you don’t like to do and how you communicate and how you don’t communicate. But what does this mean in the workplace? And how can we you know, build some sort of leadership development from that. Um And so we do use disc for that reason, but it, I think it’s very helpful uh to understand your communication styles at work. And uh because that’s, I think that’s half the battle. We just don’t communicate well, especially between uh generations. So, uh knowing that it really is helpful, let’s identify the values that the, the different generations bring since we uh since we uh kind of bashed or I bashed the uh the baby boomer generation, let’s, let’s, let’s start with them. So maybe try to rehabilitate their reputation. Uh What, what’s the, we’ll get to the others. We do the others too. I try to, you know, um what, what should we recognize as the value that the, the older folks, the baby boomer generation bring? You know, I, I could, there’s nothing I can’t identify anything. I can’t identify a single thing. OK. OK. OK. OK. So I would say when I think about the boomer generation, I think about consistency, hard work. I think about practicality. I think about a resolve, right? Those that comes to mind for me and, and in direct contrast really to other generations. OK. Uh And I value those things and then also, of course, the experience you mentioned earlier, you know that if you’ve got, if you’ve got 20 years with the organization, that’s enormous value. Not, not that we should be doing, not that we should be doing things the same way we did 20 years ago. But yeah, that institutional knowledge, there’s value there. OK. How about the millennials? What, what, what, what are they contributing? Well, I, I think the one is flexibility when I looked at, if I were to go and look for, let’s say I’m gonna hire someone and I’m looking at resumes if I look at a, a boomer resume, which we probably won’t see very many because that, you know, they’re, they’re pretty much staying with one job for a long time. A millennial resume may look like every 2 to 3 years, they’ve changed companies and that is not a bad thing. It used, it used, it used to be upon. But if you have one, if you want to grow in an organization, sometimes there isn’t a space for you to grow, you have to move. And so the growth of millennials I think has increased because of that movement. So you can go one place, learn something, you go somewhere else and learn something new. And that flexibility I think is great too. So they’re not so structured that when, you know, we live in a very volatile time, you know, this, we don’t know what’s going to happen from week to week these days when it comes to our political climate, when it comes to even our environmental climate. And so having a versatile nature and valuing that versatility and flexibility, I think is absolutely necessary just because of how, how business works these days. It’s not the same business atmosphere and climate that it was 3040 years ago. And so having that flexibility I think is wonderful and anything we can talk about any of these values being used to the excess and it makes it bad. Right. So, so we had to kind of think through that um so flexible that you’re changing jobs every six months, every two years or that no one can hold, you can’t commit to anything, right? No one can hold you accountable for the work that needs to be done because you’re already on something different. Right? So that’s, but that’s, I think an outlier and I think we don’t want to harp on that being an issue as much as, as much as the flexibility and the adaptability and versatility of that generation. Um I will say that I don’t think they knew if I’m, if I’m thinking correctly, millennials don’t know of a time without the internet. Yeah, they wouldn’t, they wouldn’t remember, remember it. They were born but they wouldn’t remember it. I think it’s so, it’s so immersed and ingrained into their life. The technology is that it’s like second nature. Whereas in other generations we have to actually think about it like, oh, how do I integrate this? Oh, how do I do this? And, and what’s, you know, how do I automate something? Well, that, that’s not something that they even think about my Children are in the Z generation. And uh I know that for a fact they look at me and like, why don’t you know how to do this and why is it so hard for you? Now, let’s not skip over Gen X. Just skip over your Z. Even. You’re doing it. You went right. You did it to yourself. You went through, we were talking about millennials. You went to your Children in Gen Z. You’re cheating your own generation. I am well, but I’m talking about my generation where we still have challenges even though we are, you know, I’d say we tech technologically proficient, doesn’t mean we don’t have challenges with the newer technology coming out. So I think it’s a, it’s an uh an issue of degrees, right? But, but uh but definitely, I do see the millennials as you know, having more of a uh a plan for what they believe their lives should look like. The millennial generations were getting married later, having Children later because they were more, I believe, more driven about having career paths and goals. And so that’s part of their value system. I will say this one of the values I believe that the millennial generation has that even Gen Xers struggle with is making sure that we’re being paid for our worth. They have a totally different value system about that, which I think is part of leaving jobs going two years, three years here saying no, I think I’m worth this and I need to get paid this um and standing their ground on that. And I really do um uh uh appreciate them for that because I, I do think that that’s necessary. You see that more among millennials you’re saying than, than gen X because II, I remember, you know, as a Gen Xer, my parents saying you go to school, you get a job, that’s what we grew up with. Go to school, get a job and when you get a job, just get a good stable job. And if it’s stable, stay there, right? Um Millennials like, yeah, I don’t want just any job. I want the right job and I want a job that’s gonna, that’s gonna pay me for it. I went to school and I did this thing. I did this thing I studied this, I’m certified this, I want the job that’s gonna pay me for that. Um And we’re in, we’re in that bridge again like, yeah, mom and dad, I know you stayed somewhere 30 years. I don’t think I’m gonna do that. Maybe I’ll stay seven or eight years at a time. And, you know, and I, I want to be stable and I want to have, you know, a decent income, but I’d rather have a job than not. And I know that, you know, millennials they will hold out if they don’t have the right job. Like I’ve seen that in the past. Um, and it’s even more so with Z, they’re not even, you know, looking for one job. They want to find, um, a way to express all of their gifts, whether that’s four part time jobs versus having one part time job that doesn’t suit them. Uh, and what they believe they have to offer the world. All right. All right. Interesting. That’s very interesting. LE let’s, let’s be explicit about, uh, gen X you, the value, the value that uh your generation brings. Um Well, one, I think I’ve already said, which is that we are translators. Um You know, we can, we can understand those before us and those after us. So we’re just that bridge generation. Um As you said, we, we sometimes don’t get the shine, but that doesn’t mean we won’t do the work. Yeah. If the work needs to be done, we’re gonna do the work regardless of the shine. Um And so we’re, we’re very compatible with different generations, but we’re also very supportive and I think we’re very um uh uh there’s, now, look at me, see, I’m trying to figure out the word uh reliable. There’s one word that I can say off the top of my head. But, but we’re there, we’re gonna do the work, we’re not gonna let things fall through the cracks. We’re just kind of get in where we fit in. And I think, and I do think that that’s, that’s valuable. Right. So if you’re in an organization and you find that, you know, your, your um uh baby boomer generation, um maybe retiring, but they’re not necessarily ready to, but they’re ready to like, you know, not do as much work. That work is gonna go somewhere and it probably isn’t gonna go to Millennial because they want the title and the work. So, um that’s, that’s my perspective. I know I have a very specific perspective. Uh But that is, that is mine. All right. Fair. And uh and Gen Z OK. So Jz um I, I am just amazed by them because they are so uh determined to understand and expose those are the two things that I, I think that they really value, which is transparency. They want to know like why are we doing this with this money? Why are we doing this with this in this way? I don’t understand why this is so important. Help me understand. Um They are very big on transparency and they’re very big on um wanting to feel as though what they say and what they think matters. They will not be a generation that’s just going to sit back and just, you know, like this next generation say, well, someone else got the shine. So we’ll just kind of do what we gotta do, they won’t have it. Um And when you bring that to the workplace, it looks like making sure, you know, we didn’t really talk about this. But I think about this generational divide, think about how if you’re in the workplace and you needed to have some practicality to this conversation. What does this look like to be able to do work together? It looks like um understanding tasks versus outcomes, right. So A I is doing a lot of that transitioning of jobs because now we need to be focused on the task and not the role because A I is taking some of the task out which may change the roles and some of the roles may go away. And so if you’re thinking about how is it that we’re going to bridge the gap? Well, the boomer generation might be, might be best suited for thinking about outcomes, right? Because wisdom help us with understanding outcomes versus, you know, a younger generation may be better at the task because they have that technical skill set, not that they can’t, you know, obviously um do any kind of like projections or anything like that, but they have that technical skill set to be able to help make sure those outcomes come to pass with some very technical tools. And so when we think about this, this uh Z generation or yeah, Z generation, they’re more likely to work in roles that they can actually use their skills and bring their own talents to the table that may not be traditional roles, right? So for example, and, and I will use my Children um I’m sure they won’t mind. But um I have a son who is um an econ major. Uh He’ll, he’ll more than likely, you know, go into some sort of business graduate program. Um But he also loves production, producing um video content, uh videography. Uh He’s a creative but it’s like he does that on the side and it’s almost, and it’s almost like I have my foot in the business world, finance traditional, you know, management. But I also have a skill to produce video content and, and do creation um and video crea content creation. And it’s weird to me, but he would rather have an internship. He might have an accounting internship. But then he also has a small side business where he’s, you know, creating logos for other people. Right. So it, it’s not, it’s not a mix that I would put together what job is gonna let you do both of those things. Right. Well, that’s what you said. They may take four jobs so that all their, all their talents uh get, get used. They’re not, they’re not, he’s not gonna be happy just doing video on, on nights and weekends or something like as a ho that’s not gonna be sufficient. But he also knows that he needs a job that’s going to give him some stability to be able to do those things he likes to do. So for him, it is, you know, and I believe many in that generation it’s, I know I can do this and I can do that and I can do this. How do I make all of them work for me? Um And that might not look like a traditional full time role at any organization. So, organizationally, if you’re a leader of an organization, you might be thinking, do I have, do I need to have full time roles for every task or every group of tasks? Maybe there are some roles that I can outsource. Um Just certain groups of tasks, maybe there are some roles that need to be changed so that, you know, it makes more sense and I have more of a pool to hire from, for certain uh responsibilities that need to be uh uh accounted for. So, so the changing landscape of even how roles and jobs are designed is really based on the, the coming generations and we need to be thinking about that so that we can have the ability to have a pool of applicants that makes sense for our organization’s work. It’s time for Tony’s take two. My thanks to NATO, the North American Y MC A Development Officers conference and I made a mistake last week. I called it National Y MC A. No, it’s the North American Y MC A development officers, NATO and I was at their conference in Denver, Colorado and I wanna thank them, thank them for inviting me to come. I’m already looking forward to 2025. I hope they will have me, I, I wanna present again because why, because it’s, as I said, last week, such a supportive community, all the w just wanna help each other. They don’t see themselves in competition at all. They, they see themselves as collegial and supportive. So I, I, you know, they’re supportive of each other. I want to support them. You know, I see them helping each other. I want to help them. So I hope that NATO will have me back to the 2025 conference. I’ve already got an idea about what to present, looking forward to it already. My thanks to NATO, that is Tony’s take two ordinarily. Now, I would say Kate and she would tell us uh what’s coming up the rest of the show, but she’s uh she’s still not with us. I mean, she didn’t die, she just still sick. We’ve got just about a butt load more time. So let’s return to the generational divide with Miriam Dick. That’s outstanding. Uh The, the, the, the, the, the, the idea of reimagining uh work that, you know, everybody doesn’t need to be a full time employee for all of our work to get done. I gotta say as a baby, uh the youngest among the youngest uh baby boomers. The first thing is the first thing that strikes me. All right. Did I mention that? Uh I did, did I mention OK. OK. Um The, the first thing I think of when I think of somebody with three or four jobs is how are they going to pay for their medical insurance? So, uh, you know, there’s the practicality of, you know, somebody who’s 62. Um, but it’s, it’s, it’s an issue, you know, but, but they will figure it out because they are the, they are the practicality of folks. So, you know, um, now I don’t, I don’t want to distill what you just said down into, you know, for each of the generation into one word. But so, but if you look at some of the features of them, because it, because any generation obviously is more than a single word. But if you look at some of these features like like practicality, transparency, reliability, flexibility, consistency, I mean, these are all very, very valuable attributes that, that uh we can, we can, we can use to our advantage across the generations. I mean, these are great things. These are, these are terrific skills, they’re values that they’re, they’re more than just skills, they’re, they’re uh their, their attributes, their contributions that all the generations can make. So maybe we can spend a little more time thinking about talking about how because if we just think about it, it’s gonna be a kind of a quiet podcast. We should, we should actually probably should actually let’s actually discuss it um ways of drawing out the talents and, and recognizing the talents of, of folks regardless of what generation or just some, some other generation than your own. You know, how do we, how do we get, get the most out of folks? I think a lot of that comes with one intentionality. Right. So we need to be intentional about having conversations and, and creating a context where that’s possible. Um I was, uh recently I took a course, it was a leadership course and I’m trying to remember the exercise. I think the exercise was based on personality types and they put us into separate groups and these groups were sort of the opposite personality type from yourself. I think there were like four groups. And so two groups had very similar, um maybe uh social skills but very different work work flows or something like that. So it was just different opposite type groups. And we were asked to talk about, you know, what we think of the other group. Uh so that we can kind of get an idea of how people perceive us who are not like us, right? And so in this one group, I’m in the group and I am an extrovert, like I’m 99.99% extrovert. And I know this about myself. I’m outgoing, I’m, you know, if someone wants to have a conversation, I’m like, let’s do it. I’m not going to shy away from, you know, from a conversation. I’ve never met a stranger that’s me in the workplace, you know, that means I’m probably talking at every meeting. I am maybe having conversations throughout the office on my way to my desk. Right. That’s just me. Well, someone in the other group said I am the opposite, which is I wait until there’s space for me to talk. Like you’ve got to give me some runaway here if you want me to talk. Because if you’re always talking, I’m just gonna let you, I’m not gonna, I’m not going to interject. And so knowing that was like, oh, I need to give space and, and, and she said this in meetings as well, like I’m not going to speak up in a meeting. If I don’t feel that I have been given a path or given an opportunity or an extended, an opportunity to speak. I’m not just gonna jump in there because that’s just not my personality type. And so that got me to thinking about, oh, so when I run a meeting, I probably need to just take time and say, hey, do you have anything to contribute instead of waiting for someone to jump in? Because that’s what I would do. And I think about it the same way when we’re talking about, you know, should we um how do we sort of bridge that gap or bring out the best in everyone is being intentional about making sure there’s a space and a room for everyone to contribute and it doesn’t look like them always volunteering to contribute. It looks like you’re pulling it out sometimes and when you have those types of opportunities and spaces, I think that’s when you start to see the changes being made. Yeah. Yeah, I’m thinking about, I’m, I’m trying to beyond meetings, you know, just, uh you know, opportunities for people to, to express um yeah, just open, open opportunities and just keep opening the opportunity until, until no one else talks, right? Rather than calling on people, you know, it’s your turn or something like that, you know, but uh just opening, opening space, interesting having that space and I loved how she said it providing a runway like, you know, I need to, I need time to gear up to be able to speak even. And I also don’t like to be caught off guard. So having time to even think about what it is we could be discussing. So not just bringing things on people so that they, if you are wanting to be intentional about having discussions about bringing things out, how is it that you provide the necessary prep time for people to think through that and come to the table thoughtfully? Um And, and having a space to do that. So there are ways to do that. I’m sure we can think of some very practical ways whether it’s in the workplace, whether it’s in your community to do those things, but at least start thinking in that direction. How is it that we make space for others to be able to come to the table with meaningful information and bring them their full selves to the table. A little bit of a caution there too embedded in what you said that, you know, that we not spring things on people. So, you know, now I’m going back to a meeting, you know, oh, let, let’s, let’s talk about this because everybody’s here that, that, uh, th this came from a conversation, uh, that I had last week with somebody at the nonprofit technology conference. Uh, all the people that are involved in this other topic that we didn’t put on the agenda, it turns out everybody’s here. All right, let’s talk about that. We can, and then we can avoid having another meeting. Well, now that’s springing. You know, that, that’s not fair. I haven’t had a chance to think through it. I, my role, my questions about it. Do I understand the topic fully? You know, I haven’t had time to prepare the way I did for the items that were, that were on the agenda. That’s not fair to everybody but it’s especially harsh on the introverts. Exactly. Exactly. And so, you know, thinking about that, you know, even from a generational perspective, uh, let’s say if you are more seasoned, you are in leadership roles, you’re gonna feel more comfortable having certain, um, uh, speaking up in meetings, having, uh, you know, expressing your thoughts because you’ve been in those positions long enough to know how things go and how to, you know, even negotiate some of those conversations where someone who in another generation is younger, um may still need time to kind of work through. How do I present myself in this situation? How do I best speak up? How do I, and, and it’s just, it’s not um second nature to them yet. Uh And so those things happen too. Uh And so being very cognizant of, of those different dynamics, I think is very, very helpful when trying to bridge that divide. What have I not asked you about yet? That, that we should talk about. Oh, wow. Um I feel like we really talked about a lot. I can’t think of anything um that we did not talk about. One thing I will reiterate is that we all need to have some introspection uh about, you know, recognizing that our value system is tied to generational culture, you know, generational culture. And what does it look for me to extend the olive branch outside of my value system to another generation that values something different because we all have a responsibility to bring um to help others come to the table. All right. And to be able to express themselves and understand their values. Knowing that the end goal is not for any of us to have everything we want. The end goal is for us to do work well together, Miriam P dix CEO and chief strategist at 180 Management Group. You’ll find her company at 180 Management group.com. You’ll find Miriam on linkedin. Miriam. Thanks so much for sharing. Enjoyed it. Thank you. Thank you so much for having me. Great time. My pleasure, my pleasure. Next week, we’ll return to our coverage of the 2024 nonprofit technology conference. If you missed any part of this week’s show, I do beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous. Gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org. Do we need that associate producer? Really? I would save money without her without one that uh we’ll see. Our creative producer is Claire Meyerhoff still for this week. Our associate producer is Kate Martin. The shows 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. You’re with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 25, 2024: Living Our Values & Healing Over Everything

 

Amy Sample Ward: Living Our Values

The first of our 24NTC conversations is with our technology contributor and the CEO of NTEN, Amy Sample Ward. They give us the numbers around the conference, and remind us to walk the walk on our nonprofit’s values, including centering equity.

 

 

Beth Leigh: Healing Over Everything

Wellness in your workplace. Is that a value your nonprofit holds? Then take in this conversation packed with suggestions for mental health, creativity and unity in your office. Beth Leigh from Village of Wisdom, shares hers.

 

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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer the effects of Schwan mitosis if you unnerved me with the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s on our menu? Hey, Tony, I hope our listeners are hungry for the nonprofit technology conference coverage. We’re kicking off our coverage with these living our values. The first of our 24 NTC conversations is with our technology contributor and the CEO of N 10 Amy Sample ward. They give us the numbers around the conference and remind us to walk the walk on our nonprofits values including centering equity and healing over everything. Wellness in your workplace is that of value your nonprofit holds. Then take this conversation packed with suggestions for mental health, creativity and unity in your office. Beth Lee from Village of Wisdom shares hers on Tony’s take two. The NTC conversations were sponsored by donor box, outdated donation forms, blocking support generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org and by virtuous virtues gives you the nonprofit CRM fundraising, volunteer and marketing tools. You need to create more responsive donor experiences and grow. Giving. Virtuous.org here is living our values. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC. You know what that is. You know, it’s the 2024 nonprofit technology conference, you know that it’s hosted by N 10. You know that we’re at the Oregon Convention Center. What you don’t know. Oh, you also know that we’re sponsored here by Heller consulting, technology strategy and implementation for nonprofits. Now, the reveal, what you don’t know is that I’m now with the N 10 CEO, the grand high exalted mystic ruler of NTC and our technology contributor at nonprofit Radio, Amy Sample Ward. Thanks for having me. It’s fun to get to do the interviews in person a year. We get to see each other while we do it. You know, in years past, your husband Max has been affiliated like stage managing. Is he with us this year? I didn’t, he hasn’t done it. And well, I guess we had a few years where the NTC wasn’t, wasn’t in person, but he hasn’t been helping with the main stage since maybe, maybe 2019 was the last year. Yeah, but um, he and Oren are gonna be here at the reception, so I’ll make sure you get to see them and say hi. Yeah, in the arcade staff or local, wherever the NTC is. Um we have staff in eight different states and you know, everybody has friends and family everywhere, so we’ll pick a reception and have that be where staff can bring their friends or their families so that it’s so it’s so rare to get to see what we do at N 10 since most of it is online. Right? And so it’s a fun way for friends and family of staff to get to see us in our element. The reception is this afternoon. That’s right. Ok. Awesome, awesome. Alright. Um So just acquaint us with some of the basics of uh 24 NTC. How many folks are here? How many folks are with us virtually? Yeah, we’ve got about 2000 attendees. Um Almost 400 of them are joining virtually. So they’re joining into the general sessions, the hybrid sessions and the virtual only sessions. Um and we have over 100 exhibitors here in the arcade. And I think it’s really interesting folks. We I heard some attendees talking about this yesterday, how diverse this group of exhibitors are? You know, I think sometimes folks think it’s, you know, 100 different Cr MS or, or, or 100 different payment processors or, you know, there’s so many different types of technology projects or service providers, even if they don’t have a technology product, you know, that they’ve made or that they sell so many different folks that are really invested in nonprofits being successful, you know, and um walking around here you go from agencies to communications firms, you know, to technology providers. There are Cr MS, there are payment processors, but there’s also like a safari fundraising team and like platforms that, you know, help you keep your board engaged. Like there’s just so there’s a video production booth, Bubu TV, they’re helping us with our live streaming and they’re recording. Yes. So there are, there is, there is a big diversity. You’re right. You’re right. Well, and the, the N the N 10 community is a diverse population and you, you are always very good about that. Um There’s a, there’s a, there’s a racial affinity room. There’s a quiet space for folks who might be neuro diverse and maybe just need quiet time alone. There’s like, I don’t know if it’s a silent room, but it’s a devoted quiet room. You’re always very intentional about that at N 10. Yeah. Thank you for saying that. Yeah. And I think folks that haven’t been um, had the opportunity to be at the conference in person, don’t necessarily know all of those other pieces. You know, we want the conference. Yes. To have this big arcade, this place where you could connect with service providers, vendors, et cetera, connect with other community members, but also educational sessions where you can learn and then third places where you can just find other people like you a feather along with, along with the quiet room and the racial birds of a feather. There’s dozens of those folks just say I’m coming from Chicago. Anybody else from Chi Town want to get together? That’s it. That’s a birds of a feather. That’s all. I think. This is one of the first years in easily like 15 years of, of the conference that I’ve been at where there hasn’t been a West Wing birds of a feather table. I don’t know if West Wing fans now have something new that they’re holding on to. But for many years, there was a stronghold, there was always a West Wing Table. Um In addition to, you know, Chicago or Canada, whatever or the other, we need some more entertainment related. I’m Binging Blair said she’s gonna do Love is Blind Table. So there you go. That’s all it takes. Yeah, I’m doing this, come join. You want to join. We’re now birds of a Feather. And ultimately, the bigger lesson here is you’re never alone in this community. There are, there are other folks who want to talk about the same things or have experienced similar challenges or issues or favorite TV shows, whatever it might be. You’re not alone when you’re in this community. Uh Portland is an enormously, uh and justifiably proud uh food, food city, very justifiably so many rounds tonight. Oh my gosh, we have to keep expanding the Google. We’re now going out to like a 30 minute drive out across the river and then, maybe, and then you gotta go into that other suburb. And, yeah, they’re, they’re going out. I know there’s, there’s one that’s, I was invited to, it’s like a 30 minute drive. Um Yeah, we’ve taken over the immediate uh convention center, downtown Portland, downtown. Uh, but, you know, at the NT CS you’re always very good about the food. I mean, today’s breakfast, there was, it was a European breakfast, there was salmon, there was Brie, there was blue cheese, there was a quinoa, a quinoa like breakfast, parfait with fruit and nuts, um cheeses. Uh There’s an oatmeal station, steel cut oatmeal station. You’re all, you’re very sure want to have folks feel taken care of because we know that the vast majority of folks who attend our conference are allowed one conference per year or maybe one conference every other year and that only includes their registration sometimes includes part of their travel. We don’t, we know we know we get it. We’re a nonprofit too. You know, we really want folks to feel like while they’re here, we are not expecting you to go try and find some expensive breakfast next to the Convention Center, right? That if you’re here, if you’re at the conference, we are feeding you, you are taken care of, you are supported. Um because that’s what we all deserve. And also humans don’t learn when they’re hungry. We don’t have fun at the birds of a feather if we’re hungry. Right. So we really want folks to feel taken care of here. I believe lunch today is Indian. Ok. Um, coffee, there seems to have been an adequate supply of coffee. Coffee is always like, I don’t know, 8000 gallons or something. There’s a $8000 per gallon. We talked about this, a couple. You’re paying like $80.90 dollars a gallon or something. It was 200 for cold brew. Damn, for a gallon. Jeez. You know, if you’re looking for a money making business, go into convention coffee. Um Not to mention convention furnishings, which you and I have talked about offline. We we’ll leave that there. Can I can I make some sort of bridge or paint some picture from this into something bigger? We actually were talking about this as staff and as an illustration, I think of how, how there are challenges even when we have these, you know, empowering messages from the keynotes of we, we can do it, right? Like we can have our values and we can build what we want. And we say that, you know, I say that, oh my gosh, I say that all the time and yet we’re not saying that because it means everything is now easy, right? We can say we want you to be fed, we want you to be taken care of. We want um accessibility is huge for us. That’s is a dedicated line item in our budget, accessibility is so important to us, but we are not the entire system, right? We’ve said we, we know that there’s a lot of reasons you might not be able to travel, you can join the conference remotely, you also have scholarships, but then we are not the internet providers. And so when the internet providers don’t deliver the internet and so the live stream goes down, it looks like we are not invested in that accessibility, right? So N 10 can say we will spend the money, we will focus on it. We will plan with the community, we will do all these things, but we are still only our part of that process or that system. And I just wanted to name that because I think it’s, it’s helpful to remember that it’s not just, oh, say the right things and like you’re good, we can say we’re invested in these things. We talk to these vendors for months and months and months. We’ve set the expectations, we even have staff in the room. But when the internet is down, it’s down, it’s, you know, we can’t magically make it come back on our own or even necessarily with the vendor sitting there saying I’m also pressing the big green button, you know, I also who want the internet to work. So I, I think it’s important to know. It still takes us saying those things, making those commitments, putting the, the values into our budgets and accepting how much can we influence in the process in that whole system? Where can we say? Well, we couldn’t change that. The internet went down in the moment. But we can say for the next conference that comes along or maybe a smaller conference or a conference that isn’t as invested in accessibility. We can meet with the convention center and the vendors here after the conference and say this can’t happen again to somebody else. And here’s how we think you can mitigate it, right? We can still pass along those knowledge and expectation kind of lessons. Even if our part is over, you know, it’s time for a break. Open up new cashless in person donation opportunities with donor box live kiosk. The smart way to accept cashless donations anywhere, any time, picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team member required. Plus your donation data is automatically synced with your donor box account. No manual data entry or errors, make giving a breeze and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations in 2024. Visit donor box.org to learn more now back to living our values. That’s an enormous commitment because you want to convey your values even for the next convention. And, and I our conference and I I heard that uh from, you know, the, the uh, the, the, the exhibitors talk. We, I heard some exhibitors scuttle but that somebody had been told by, by someone who works here that, oh, this was an issue a couple of weeks ago, you know, so they know that there’s a dead zone here and, and, you know, it’s been weeks. So, you know, maybe those prior conferences hadn’t passed it on or maybe it’s the Convention Center not living up to values even though you had meetings with them. And they still, you know, they didn’t say, well, you know, in this area, we’re gonna be, I’m sure they didn’t relay to you, there’s gonna be a dead zone and for these uh eight or 10 booths. So, you know, because if they had, you would have told them to remediate it before the 12th of April 12th of March. Um So, yeah, but, but we each still have to be committed to our own values and we are, we’re, of course, we’re all players in a much bigger system. We just have to try to bring the others along. Right. And Sabrina’s message this morning of, you know, we do all have power and it’s not to say, ok, well, we really tried, we said that we’d have hybrid and virtual sessions and the stream went down like, you know, sad Trombone. So sorry, we can say, right. But so what is still in my sphere of influence? What is still in my power to do? It’s still in my power to say, hey, we did pay for this. We did expect this. We did talk about this. It didn’t work. So let’s document it. Let’s make it as public as need to be, you know, what, what else can we do here? Because I think that’s the piece where especially a nonprofit organizations where the list of things to do, the list of community members asking for support. It just feels long that we don’t always do the second part of it. We say, OK, well, we did try there, let’s move on to the next thing and, and spending a little bit of time just to do that final. OK. But what was the, what, what’s the last piece of influence I have here in instead of saying, OK, well, we did, we did do it, it’s resolved, it it isn’t resolved. Some of these things are never resolved. Um And feeling like we can take up the space inside our teams or, you know, with vendors in this case or with community members, whatever it might be with funders, whomever take up that little bit of extra space to say, actually, II, I have a little more influence I wanna put here. You know, this is why you’re a multiple book author, you see these, you, you make these connections and you see this bigger picture and it makes perfect sense. Uh Once you explain it when I have 250 pages to explain it. No, you did it in 13 minutes. Come on. All right. Um, no living your values and, and carrying them forward and even for the benefit of others, like you said, you know, for the next conference it’s admirable. It’s, and I know, I know N 10 lives its values. I see it in the conference. II, I see it in our, I hear it in our conversations. You know, you’re always, um you’re always putting, putting mission forward equity forwards, like centering equity. You know, it’s not a, it’s not an office on the side. You and I, you and I and Tristan and Justin Spell Haug from Microsoft just had a conversation about centering equity uh in uh in tech and artificial intelligence specifically. Um You know, so no, I admire it. I mean, I, I admire you the work you do and the organization you lead and the uh the pervasiveness of the, you know, just walking the, what did you say? Is it walking the talk or is it walking the walk? Like you talk the talk, don’t you walk the talk? I, I’m getting confused about this. I always used to say walk the talk, but I think you’re supposed to walk the walk because if you choose to talk, well, no talk to talk is in is insufficient. You know that. But walking the talk, you don’t want to walk the talk, you wanna walk the walk or is it or is it just, it’s it’s walk the walk, walk the walk, you don’t walk your talk to upgrade from talking your talk. No, you walk the walk. All right. I admire that intent is always walking. Always walking the walk. Alright. Thank you, Jason for your help. Jason is running our video and live stream as well. Hopefully, you know, uh communications guide correspondent colloquialism colloquialism king. Um Well, can I make another bridge to what you just said there? Something else that I think is coming up in conversations here? Um So many, so many sessions, not that they have to put equity in the title, right? But equity is the foundation from which they’re talking about technology in their session, regardless of the topic or, or whatever. And I can’t help but feel frustrated that we’ve been having these conversations, we’ve been successful in putting resources out like the equity guide that have helped folks create or find language around this for themselves and for their organizations and yet it’s 2024 and I look out at the tech sector and I’m like, yeah, OK. Yeah. Have we, what are we doing here? You know? Um And I’m really hopeful that other folks, you know, just as Sabrina said in the keynote, like part of solidarity is just saying, I also see that, you know, you, you’re, no, no, no, you didn’t lose it. I also see this and now we can be together. I see you, you know, we’re in this together, but I hope that we can not just find this language for ourselves or our organizations, but we can better use this language together to say more loudly because our voices are more united. Yeah, we see you tech sector, we really do have clear and different expectations than what you’re delivering. Um I’m hopeful that that 2024 especially with this continued just proliferation of A I tools marketed at us that we can be stronger in our voices around that I was encouraged by our conversation, you meet Tristan and Justin be Haug from Microsoft uh technology TSG technology for good for social impact T si, right. Thank you. Um I mean, he um you know, I like to think he’s not just um being condescending and the team and gratuitous when he was basically, you know, speaking truth to power because he does run he’s the global head and global Vice president or corporate vice president of uh of technology for social impact at Microsoft. So, you know, I think that was a valuable conversation and I think he said the right things, but you’re seeing evidence of it as well. Yes. And I think, you know, there’s there a piece of this, you know, we often talk about, we’ve talked about on the show accountability, but a part of that is helping make real and helping make visible incentives to be accountable to us, helping more technology companies that are not Microsoft, that do not have an entire tech for social impact division, right? Um these smaller tech developing or service related, developing uh entities to realize it isn’t to build whatever you want and then come market it to us as a vertical later, it is to build it with us from the beginning because there is real incentive to doing that with us in this community. There are users, there are clients, there are customers, there’s, there’s money to be made and also like impact to be made by, by doing that work in this sector and not just selling it to us later. Is this the, is this the proposal for your next book? Sounds like it. Yeah, I don’t know. I mean, I haven’t thought about another book but I feel like I hear the frustration, you know, but we have achieved but we, we’re but not to not to where we need to be, not to where we need to be. Because I think for me and I don’t think I’m alone in this. I think you, I think, I think this whole community, it isn’t just like a this hope, this optimism that maybe one day it will get better. I know it can be fucking better now, it can be better. So let’s do it. You know, it’s not about like, oh my gosh, we’ll build to one day like today is now and by the way, don’t blush because you said, fuck, you’re not the first one. Somebody said, fuck you. And somebody said as today, grab your ass with both hands or something. I never heard that before. So well, he said, but, but I encouraged him to say yes so that I can say whatever. But I think my point is like it doesn’t have to be a kind of grindstone where we say, OK, well, you know, it’s just worth it to have, have known in our hearts, we were doing the right thing, we actually can make it better. So what have been the obstacles then? Why aren’t we much closer? I mean, we, we, we both acknowledge the community acknowledges this is a journey. It was never gonna check it off and say, oh, we, we have a completely equitable tech community. I mean, I think some of the big, why aren’t we further in 20 24? I think some of the biggest challenges, at least specifically to this community to, to nonprofit organizations, especially as they think about technology and their work is access and uh kind of segmentation or separation. I think a lot of folks in organizations don’t consistently have access to technology knowledge, technology, leadership, technology decisions. And so those decisions become inequitable, they become not very strategic honestly, they, you know, so within our organizations, we are creating access issues to, to knowledge and power. And then as organizations, we are limited in our access to the service providers and the technology providers where it’s not clear. Oh, maybe three special clients that paid the most in our giant enterprise organizations got to be on their nonprofit advisory. Right. But as a sector, as, as everyday organizations, as you know, most organizations are under a million dollars, like these kind of regular organizations don’t feel that access to inform or influence the tools that they then adopt. So that’s, that’s an access piece at both levels within organizations and then between nonprofits and the service providers or vendors that they’re working with and the smaller or they just don’t, they don’t feel they have the agency and who would they would they would they ask for? Right? Like there, there it is uh systemic issue. The vendors are often set up in a way where there is no manager to ask for, right? And so they’re not creating an access point in um to allow for that influence. And then the segmentation issue I see this perpetuated so strongly by funders and technology providers, you know, this is a tool for arts organizations. We fund arts organizations. What is art in 2024? Like I think my definition is a little more broad than to consider myself an artist, any content creator, creating audio art, right? Um And what do we gain by pretending that we are fundamentally different because you work in the arts and I work in the environment, guess what? In an equitable world? We have to have the arts and we have to have an environment, right? We all of our missions are important and necessary. So pretending that we are so different that we aren’t sharing knowledge with each other. We’re not building that power together. We’re not both saying, hey, we both use this vendor. Let’s go together and ask for access and influence, right? So this segmentation and I think often it isn’t the nonprofit saying, oh no, we’re not like you, we don’t want to collaborate. It’s funders saying we only fund this city or this region or this topic or these three portfolio goals, you know, um and and technology providers who are also saying, oh, this is just for higher ed, really like really? So it isn’t, I I want to give people space that it’s not just your own making, you know, that that, that the segmentation exists, but it isn’t serving us and we need to do more to say, yeah, I have something to learn from this human rights organization and this housing organization and this environmental organization, right? That all of those groups, we are all trying to make this world better. So let’s do that learning and, and power building together. Let’s go. If it’s not a book, it’s a keynote. At least I’ll give you that. That’s just 45 minutes or so, you know, just listen back to this recording and you’ll have, you’ll have your keynote. Alright. Lots of good wishes for the rest of NTC. Let me ask about 25 NTC. Uh It’s on the website, but I, I in April of 2025 and we will be in Baltimore, Baltimore, Maryland at the Convention Center at the Convention Center. Not the, not the gaylord. No, that’s, that’s something different. That’s in Maryland. Yeah. Yeah. Ok. Baltimore Convention Center, right. So we’re going east coast, we’re going west coast to east coast. Um Do we know the dates? I don’t, I did not. That’s, it’s on the website because the 25 NTC is already like, it’ll be in the notes below the stream. You know, like one of those, I’ll try, I’ll try. It’s on the website. That’s reliable. N ten.org N ten.org. All right. Good wishes for the rest of the conference. Thanks so much and thanks for being part of the conference for another year. It’s really magic and it’s such a gift to put more speakers who don’t have access to microphones on a literal microphone. So, thank you. It’s my pleasure. And this is our 10th. Wow, congrats. Yeah. Amazing. They’re Amy Sample Ward. They’re the CEO of N 10, the grand high exalted mystic ruler of uh event 24 NTC. And they are, of course our technology contributor here at nonprofit radio. Thanks so much to the pod father. Oh, thank you. You did like that. You’re giving me this wild title. I’m gonna remember Pod Pod. And thank you. For being with Tony Martignetti nonprofit radio coverage of 24 NTC where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Thanks so much for being with us. It’s time for Tony’s take two. Thanks very much, Kate. Great conversations from the 2024 nonprofit technology conference. I was there all last week in Portland, Oregon. We were in our booth sharing with the sponsors Heller consulting. Let me add my thanks to Heller. Very grateful to them for second year in a row, sponsoring nonprofit radio at the NTC. So these conversations that I got 24 captured 24 interviews, conversations. I like to call them conversations. The two today living your values healing over everything. I mean, you wouldn’t think of healing and, and wellness in the workplace as belonging in a tech conference. But that’s because this is not a, you know, you know, that this is not a tech conference for techies. It’s a conference for everybody who uses technology and wellness is essential for everybody using technology. So just starting with today’s. But then we uh uh we, we, we’ve got conversations coming up on artificial intelligence. There are a couple of those matching gifts, email deliverability, uh which is a big issue. The uh the email providers are tracking your recipient’s actions and they’re penalizing your emails when folks that you email to uh put you in the junk mail or mark you as spam or don’t interact with you. So, email deliverability, very topical, timely. Um redefining generosity. That’s a very good one, avoiding tech debt, designing good surveys. Switching to a four day work week. That’s an interesting provocative 14 day work week, 32 hours, not, not four day work week, 40 hours, four day work week work week, 32 hours, no reduction in pay. Very interesting conversation. And um, the last one I just, um just hitting a couple of highlights leaving your job. So another very interesting one, lots of good conversations coming up over the next several weeks from the nonprofit technology conference uh and happy to taking off our NTC coverage this very week. That’s Tony Stick too. Ok. Well, I hope you had fun in Oregon. But also I must say I’m excited to hear all these new conversations and stories and hearing about the people that you talk to. If you met anyone new, I want to hear about that too. Oh, lots of, lots of new folks. Yeah. Lots of folks who have not been on before. That’s awesome. Plus plus uh plus some repeats. Yes. Love them too. Well, we’ve got Buku but loads more time here is healing over everything. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC, the 2024 nonprofit technology conference in Portland, Oregon. Our coverage is sponsored by Heller consulting technology strategy and implementation for nonprofits. With me. Now is Beth Lee, director of development and stewardship at Village of Wisdom. Beth. Welcome to nonprofit radio. Thanks for having me, Tony, pleasure. And you are talking about a very interesting subject. We are gonna talk about you, your expert in it and I’m just learning your session topic is healing over everything. I’m just going to say, explain, explain the session, explain your title. Healing over everything is a mantra for me that I often say and it’s healing over everything, meaning any and everything that comes up, right? Because often if we center ourselves on healing and positivity, distractions come up, right? If you want to focus on being more financially stable, that’s often when an emergency shows up and takes all your money, right? And you’re like, oh, this is not what I should be doing, but in the world of nonprofits healing over everything, it’s more about healing over what your supervisors say or what the environment is telling you which is work 90 hours a week or pour all of yourself out despite feeling yourself back up. And so this is why the topic is important. There’s a couple of levels to it. Players healing over everything. I see. I was thinking of healing coming first over being supreme over everything else that’s going on in your life. But, but so that’s got different levels. That was, that was my, my take, which is a great take. You’ve been thinking about this for years, overcoming, overcoming everything over all. Love it Um So you, you thinking of this in three different, I don’t know, three different realms, three different ways, mental health, creativity and unity. How do these work together? How do these work together? Where’s this energy? So, for me, this all comes from research that I did for a small bit of people, 100 and 75 people from 2018 to 2020. For obvious reasons. The research stopped in 2020. right? And it was finding out what happens to people once they leave the nonprofit space, how do they feel what’s going on? 100% of the people mentioned having some sort of battle with PTSD. And so 100% 100% of the 175 people. And so that was to me pretty baffling that everyone felt in some way that they had been damaged by this space and they were damaged, mentally, emotionally, physically and spiritually, they mentioned different areas of that damage. So this is why I focus on the different creativity, healing and unity. And so in giving that research and talking about it this week, it’s really like diving into the environment of nonprofits. Why are they toxic? And why don’t we talk about it? And also in that we found in the research that and these are all ages, ages 22 to 60 eight, I was going to ask you about your sample sample, what part of the country or geographically diverse? So we were geographically diverse. I’m going to pull out just some of the stats. It’s 100 and 75 people. 100% of nonprofit employees that had left. They’re all former. Their time in the nonprofits range from one year to 33 years. Um Gender 128 women, 35 men, four, non binary, eight prefer not to identify their gender race. 40% identified as black indigenous or person of color. 30% Caucasian, 10% 2 or more races, 12% Asian and 8% prefer not to answer. And then ages ranged from 22 years to 68 years and I can tell you just off the bat we had probably more than 50% are from the east coast. Um And then 20% about the Midwest and the rest are coming from the west coast. Ok? I mean, I I presume you, you were you were trying to trying to achieve a representative sample of nonprofit employees, ok. Trust that you’ve done that. I mean you’re the expert, but thank you for the details. Um Alright, so mental health, mental health, you’re talking about mindfulness, but there’s so much more to it, help us. I’ll help you all through it. Yeah. So given that data and talking to everyone and then aggregating the data and talking to people about what they wanted out of this. If you could redo your journey again, what would you do? And each person, you know, in their positions were management to entry level positions were saying I wanted someone to tell me it was ok to take a break. And so when we talk about nonprofit spaces and mental health, where’s the mindfulness? Where are we saying? Ok, mental health has a place here on our day to day, 9 to 5 work. Right? And often I don’t see it even when I’m consulting or working with other nonprofits, we say it a lot. We want our employees to be healthy. But what are we doing? Where’s the walk? Exactly? Where’s the walk? And so we’re not seeing it. So, where do we put that in? For me? It’s a very simple 12 to 1 that’s a lunch break. But I also ensure that I also make it my mindfulness break. So I break it up for myself. But when I do these consultations, Tony, no one is going, oh, and maybe I can put that in my calendar. Yes, you can put lunch in your calendar. Yeah. So people are just like, oh, this is mind boggling. I’m not quite sure I could take a break. You can time for me. CEO S do it. Executive time. The president of the United States has executive time that nobody knows it’s some black box. But CEO S CEO s too trickle down closed door time or whatever they call it. It’s time that they don’t want to be interrupted. I have my time that I don’t need to be, I don’t want to be interrupted as well. So be conscious, conscious about time for yourself. There’s gotta be more to it conscious about time for yourself. And in that time, what am I doing? Right. So, is that, and I’m, is it breathing exercises? Is it journaling? Is it that you’re taking time for your spirituality? What is it that you need to do for you? So this is where we talk about emotional assessments and assessing that. What do you need to be your best self as you do this work in the nonprofit field? Right? Often in the nonprofit field, we’re seeing people at their worst because whatever our mission and vision is, it’s to help someone get out of something, I mean, very, very, very curt way of saying that, right? And if that’s the case, then you’re expelling a lot of energy you’re pouring from your cup often. So now I’m telling you take a break, maybe an hour a day in this hour, a day after assessing what you need to do to make yourself and keep yourself whole as you’re doing your work. That’s how you program your one hour, right? So for me, I’m going to program my hour to have breath work because that works for me. And that’s just taking time to, you know, do some deep breathing. But there’s also probably going to be movement yoga, walking just outside, being with nature or that’s going to be journaling. And that journaling is normally for me where I pull in my spirituality. So it might be writing prayers or it might be reading the Bible, anything like that, whatever feels good to you and your spirit and whatever you’re practicing. But that comes after you have assessed what you need in your environment. I’m going to presume that we’re going to discourage, you know, I want to be on Facebook for half of my one hour. This is not social media, it’s not social media, catch up time, it’s not social media, catch up time or text, catch up time, right? You know, and this is barring the normal checking in with your family type of stuff, obviously, right? But yeah, this is the time for you. Ok? I I’ve said for years that you have to take care of yourself before you can take care of others and we’re all taking care of. Well, if we’re not, if we’re not explicitly others, you know, humans or animals, we’re taking care of the environment, we’re taking care of forests, we’re taking care of uh churches, whatever it is, you know, we’re expanding. You said it, I’m just I’m reinforcing and I believed it for years, whatever it is, whatever you’re engaged in, it takes energy, it, it takes some of you, it takes some of your heart and you have to take care of yourself before you can do this other work. For other agencies, people, entities, whatever, however you define your work. Because so that, that’s what caught me about this, you know, because people are not, you know, we’re not, we’re just not taking care of ourselves and we’re seeing it in rates of, I think depression, obesity, high blood pressure, suicide, right. These, these bad behaviors that we’re only increasing inflicting on ourselves are showing up in very bad ways. I mean, fatal ways sometimes. Absolutely just take care of yourself. And that’s why we’re talking about how, how to do it be purposeful, purposeful. I’m your cheerleader. I’m here for this, Tony. I’m here cheering you on. I appreciate this. This is work that I want to cheer on. Alright. Suppose, I suppose we have uh some leadership objections like, well, you know, yeah, you do get an hour but uh or you don’t even get a full hour or well, but we still need you to be on email during, during your lunch break. Uh You know, this, this your time is, it’s, it’s not working for me or us. How do we, how do we push back? We get some allies. I mean, how do we, how do we make the case for our own healing time? I’m glad you asked during the work in the workday hours. Yeah. So my biggest supporter has been hr right? And I know that sometimes hr isn’t always the best supporter because they’re there for the company. They work they work for the company. And I say that in the sense of using research to work for them and what I’ll do is say, well, I’m more productive when I have this hour, I’m less productive when you don’t give me the hour and then I actually back it up. You know, like when I don’t have this one hour, you can see that my work starts to dwindle, you can see the excitement in the work that I’m doing or the ability for me to do this work or now I’m frazzled and I’m not even bringing my best self to the office any longer. That has always worked for me with working with other supervisors who may not say I don’t want you to take this hour. I need you to still be on call. I also have learned to push back just personally. Are you adverse to me being my best self? Is that what you’re saying you’re opposed to that? Are you opposed to this? You don’t want my best self at work, work and often that stumps them and you’re like, take the hour, just take the hour. Ok. Those are very good. Anything else? Those are the two that have worked really well for me. And even though I’ve helped other people, those have worked really well. So those are two. I lean on now. You do consulting on an individual basis as well as the organizational level. Anything else you want to say about mental health before we move to creativity. So one thing I’ll say here on mental health too is leaning on allies, as you mentioned earlier and outside resources. I have a great therapist and I just, that’s my personal therapy. Yeah, I love my therapist and she’s a huge cheerleader and proponent of writing up breaks for me. If I need them at work to say, you know, Beth, if you need a week or you need a couple of days, let’s make sure we actually write that out and I’m just going to write you out. Your therapist writes to your employer to give you a break, a mental break, like a surgeon would say she needs two weeks for, you know, whatever surgery, mental health, mental health, she needs this. How do you fight with that? That’s medical back understanding. She’s got to go and there is no justification of, well, she’s out and she could still check email, she’s out and she can still do text message. No, she’s out and it’s a mental break and it’s medically recorded and given to hr and there’s no more questions about it. And I think we need to lean on our therapy resources more often for things like that because we don’t, I think we also, as we were talking about all these bad behaviors, we have an understanding and if someone were shot that they’re bleeding, they need immediate assistance. And we talk about those bad behaviors or negative behaviors, I should say of, you know, bad eating habits or mental health decline. That’s often because we don’t understand how emergent it is for us to get help. Someone says I’m exhausted at work. Those words, I’m exhausted are often not, I’m just tired. It’s, it’s everything, it’s work, it’s home life, everything is compounding. And they’re telling you I really need a break. So when they need that break, let’s give it to them. And if we can’t give it to them, let’s lean on outside resources to make sure you get it. So, tapping into your therapy network will help you with that as well. I think that’s brilliant. I mean, any, any hr department or CEO is gonna take a doctor’s note, an MD note. So this is the therapist note. This is mental health instead of physical health practitioner that brilliant. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity, virtuous beliefs that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys. The response to the needs of each individual virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale virtuous gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow, impact, virtuous.org now back to healing over everything you want to move to creativity. Yeah, we can go to creativity. Let’s do it. Yeah. Creative spaces, creating creative spaces in the workplace that used to come up like 1020 years ago about, oh, we have a creative workspace. And what that meant was that your office looked like Google’s office and that you all had couches somewhere pong table. Exactly. Were you productive? No, you weren’t really that productive. You just had moments to play, which there is research that suggests that play is necessary for your brain to have a break, right? So I’m not doubting that. But what I am saying is let’s be intentional about creative spaces. And for me, when I’m working with individuals, I love to take pauses whenever we’re meeting or we begin meeting to do something creative together. And that may be, we’re going to just literally have a paint session, paint parties or, you know, we’re all building something together here. There’s a painting kiosks painting here. There is, there’s painting here and I love to see that type of stuff because what that shows you is that there’s an understanding for health, our abilities to tap into our creativity are so important. It’s important to just our daily lives. It helps us move forward, it helps us think of things that we’ve never thought of before. And again, we’re more productive when I’m tapping into my creativity, I’m thinking I go back to that problem and now I see it in a different lens because I’ve spent so much time on it. So, you know, introducing that in the workspace is really brilliant as well. And I think that the way we do that, at least that’s worked for me. The way that has worked for me is, you know, back to the arts, really bringing in the arts. I’ve worked at a place where we had an art table and it was really the old school kindergarten table which is paint and paper you squeeze and it’s just like a good jump in, just go for it, just go for it. And even if you were stressed out, just go for it and have a good time on those tables. And that was an environment that felt really good. It was an environment that when we had conflict, we took it to the table, like I’m still upset with you, but I’m going to go to this table for a little bit and then we’re going to come back and have a conversation. Those conversations were a lot more pleasant than if we just sat there and tried to bicker with one another and get to some kind of plausible solution that really didn’t work in the end because someone felt like they weren’t heard. And So introducing creativity truly in that way, there are rooms and spaces here that have little fidget spinners and things on them, right? Small creativity. But it’s for the introvert that wants to be alone, but still have an opportunity to color things like that. And then they can come back to the space when they need to. And so introducing that creativity in the workspace and your work flow in your scope of work even with at Village of Wisdom, one of the things that one of my colleagues is always saying, you always champion rest. They’ll give us these huge scopes of work which are amazing scopes of research and understanding. And then I’m like, well, where’s the rest built in? Did you build in the rest? Did you do that? Did you build in the creativity? No. OK. Well, let’s go back and do that, you know, and I think that’s just an amazing thing to do. But I love the environment of Village of Wisdom because they accept it because it’s one of those, you know, I can say let’s rest and we rest, we collectively rest. And I think that’s the thing is that you need an environment and space that will offer you the opportunity to rest. There’s something about the tactile, we’re talking about creativity, finger painting. I’m thinking of Legos clay, clay. I used to love clay. Uh I, there’s something about the, yeah, the tactile, you know, now all we touch is our phones and hopefully our families in loving ways. But aside from that, I mean, in the creativity side there’s, there’s nothing we don’t unless we’re, unless we’re devoted to the arts, you know, or it’s a big part of our life. Maybe as a hobby, maybe not a profession. But aside from that and that’s not, that’s not very many folks. We don’t have the touch. Right. And it’s so important, Tony coming out of the pandemic when you were shut off from touch, stay 6 ft away. I couldn’t touch a person for a while. We thought we couldn’t touch our groceries. We were wiping our groceries down for a while until we realized we’ve learned through science that it’s not on your grocery. The device is not on your groceries. But, uh, doorknobs, we installed the, uh, those things on the bottom of the door, open your shoes. You couldn’t even touch a doorknob. So we lost, yeah, the pandemic was enormous for isolation and loss of tech time. The sensation. So what else, what other kind of creative space you talking about? Painting? You talked about the clay, which is great, silly putty. And even I found that making those things together, you can make clay, you can make silly putty. You know, I have the benefit of living in North Carolina. So we actually sit on clay in Durham. I live in Emerald Isle on the beach and then I have a place in Pinehurst too. Even closer to down there in Pamlico. Yeah, you’re right there. You do in Durham. Durham is close to Pinehurst is, it’s right there next time I’m in Pinehurst. That’s not the one I don’t live there. But you go visit that one. Yeah. No, Durham is a very nice town. Great college town. Great food. That’s another good food town. Durham culture, universities. That’s a great place to live. I didn’t know that. So creative spaces in the workplace, what else can we do? What works for you? I say get involved in your community that way. What’s creative happening around you? Right? There’s some great exhibitions. There are great little opportunities to go visit different shows. I know that seems like a strange thing to do. Me and my group are going to go visit a show. We are and we’re going to talk about it afterwards. How did that make you feel? It’s really bringing field trips back into the workspace. You know, that’s one way to do that. The other way is, you know, like you mentioned Lego, Lego is great because it has so many different things. Now I introduce my best friend to it. I do it. I build cars. That’s my secret. I build cars. She got into the plants, they now have plants and so her home has all these little plants all around it, plant, decorate it that way. And so bringing that in where each person can maybe bring in a little tiny box. These are small boxes and build something together and talk about it. But you learn about each other video games. Another thing, right? Card games, old school uno we did that and that brought out some things but fun is another one. Yeah. And I mean, it’s just a matter of bringing play and creativity. And I say creativity because in the workspace, anything that’s counter to just sitting at a computer oftentimes is creative. At this point, journal prompts writing time, you know, working with your colleagues. OK. Well, together, we’re going to set aside an hour and that’s our meeting time. But in this meeting time we’re going to write, you know, I’ve seen that multiple times that’s been introduced into village of Wisdom as well, not by me, by another colleague. And so I think it’s great. You have something you haven’t mentioned that. I think it would be counterproductive. But I want your opinion. Uh We, we’re all gonna play for an hour together between 11 and 12. We’re gonna do it all together, we’re gonna do the same thing is that, is there value in that or is that counterproductive? There’s value in that like it’s mandated, we’re all going, we’re all going to do something. So if we’re all going to, there’s value in that the word mandate often is what takes the value off of it, right? Because I’m a big proponent of choosing, you know, just for that person during the day, you might not have the energy for it. If we’re talking about healing, it’s acknowledging your cup that day. So that day you might not really want to do it, but do it for those who want to, for those who don’t, you can take your personal hours and use it as you like those who want to. We’re going to, I don’t know, go to an escape room or Durham has something I love called a rage room. A room filled with things you can break and lots of different weapons. So there’s a baseball bat, sledge hammers and then there’s a whole bunch of glass plates and cups and you can just throw them against the wall. They suit you up and put on all the protective gear. So you don’t get injured and you just have an hour in there to smash things. They turn the music up and you just have a good time throwing beer bottles, all that Rage room. They also have a paint room where you can throw paint on each other in the same room. So it’s getting messy. It’s reactivating the piece of your brain that people tell you you’re too old to activate. Are you, are you too young to know Tinker toys? You know, Tinker toy. That was another Lincoln Logs were good too. I can remember the package that the Lincoln Logs came in. There was like a round thing. Lincoln Log. Blocks. Yeah. Those are the big ones that the toddlers have. They’re LEGO, but they’re real big. Ok. Again, there’s our sense of touch. It’s all on a smooth screen now. It’s important. And, yeah, I mean, even for your own health of feeling different things, right. You know, sometimes you can correlate touch to an emotion. Something smooth, reminds you of Xy and Z something crunchy. Feels like this and just reigniting those emotions helps you with just getting through your day. Should we move to unity? Creativity. We’ve given that adequate. I think. So, hopefully for whoever’s listening, you know, they can go, I can do this, you know, healing spaces, unity. You talk about fertile soil for all people. That’s what’s engaged here. Yeah. What’s engaged here? That becomes the um the evaluation of the space. That’s the part that people don’t often like and it’s the evaluation of self. And so in these spaces, we’re asking you to evaluate yourself and say, OK, do I have emotionally what I need to go through this? And so some of those questions are, you know, where am I today? Is my home life? OK. Is my work life? OK? Is my spiritual life. OK? And if everything is in balance is my physical life, OK? Can I move forward and expelling some more energy? Right? Only you know the answer to that. But then I flip this back onto the organization and the environment and say now do this for the environment. Does the environment have enough soil, fertile soil? That if this person says I’m not OK as an employee that you can hold them and if the answer is no, then what resources do you have for that person? And you say none, now we need to go find those resources because I don’t believe that everyone’s job should do everything for them. But I do believe that they should have the opportunity to provide resources. And that’s why there’s unity in that. Because I think in order to do that, you are looking at people as humans and you’re seeing their humanity, you’re not looking at them and saying, well, I don’t want to do this because I don’t like you or I don’t want to go down this path of helping you because you may be mad a little weird too. You know, it’s esoteric getting a little personal. I don’t really want to know you should deal with that on your own day. Exactly. But what I’m saying is that especially in the nonprofit space when we’ve had, like I said, the small sample size who told you 100% of them felt that they were damaged. Then we need to probably look at where we can actually provide you some fertile soil. What kinds of resources? What should we do even internally without external resources internally? So that’s where the other two, right? We talked about giving you that hour, things like that, but it is check ins and what I mean by check in, it’s meeting with your team to say, how are you feeling in the culture? And then based on that conversation, you need to have a plan for this person. Um And, you know, in my session, I’ll be talking about different ways that people can have these plans because they’re pretty extensive. We have a lot of time here but the planning is, is looking at this person and saying, all right, you don’t like the following things, recurring meetings. You know, you don’t feel like you’re heard, you don’t feel as though your work is being showcased in a way that other people’s work is being showcased. You don’t feel like you’re getting the credit, whatever it is that’s wearing on you, like diving deep into this, like why you’re feeling the way you’re feeling and then we’re gonna create a plan. What is this plan? And it’s not the same as a work plan. It’s more of what’s your feel good plan. So you can actually feel good in this space. And in that, if we need to increase some flexibility in your hours, you’re starting at 10 o’clock instead of nine o’clock and ending at six instead of five, you know, is it that you’re doing a four day week? Because some people are more productive with four days than five. Is it that these meetings, you only need to show up to every other week instead of every week, you know, what is the plan for you? Um And that’s why I was saying it creates unity because each person feels seen and held and as long as each person feels seen and held, then everyone is OK. What I’ve found is that if one person is getting more attention than the other, it’s not going to work. This is applied inequitably disparately, then this is just going to be breed resentment. Exactly. Some of the folks will be very content and feel better and heard and the rest will be pissed off. Ok? So it’s got to be done equitably. And then all the thing too for me has been Tony talking to management to have them learn different management styles. And what I mean by that is we’ve gone through a pandemic and people have changed. We all change coming out of the pandemic. My work style going into the 2020 is not the same. Now, the way I communicate is not the same, how I interact with people is not the same. And so understanding that we need to be able to say, ok, what do we need to come back? I don’t want to say come back to self to just nurture this new person that’s come out. Um You know, I talked to the executive director at V once before and we laughed about it because I said, listen, your executive director. Yeah, right now and I said, hey, you built a team in the dark because the organization grew in 2020 from 4 to 15 people in the pandemic year. And I was like, over the pandemic over the course of two years. And I said so in doing that, I was like, people don’t know each other. We know each other on screens, we don’t know each other and we don’t even know ourselves. And so now we’re doing amazing work. I call it root work in the sense of bringing in people to talk to us about the environment and the workspace because it’s not negative, but just learning to learn each other, learn each other’s work styles and things like that. And so that intention behind it has been great and I’m always excited from him and the rest of the leadership team of just diving in, it wasn’t a, oh, we’re going to just let this thing just be infertile. We’re going to actually dive in. So they brought in people strategic planners to actually focus on doing strategic planning in a holistic way. They brought in, you know, a therapist who’s doing, you know, culture planning in a holistic way and it’s done in a way that everyone has a voice and it allows us to move as a team saying, OK, this works for me, but this might not work for you. But how can we work together and show up in our whole selves? Yeah. So why don’t you bring this all three together again? The mental health and creativity and unity, uh, you know, leave us. Uh, well, I think we’re already inspired but, you know, just, just pull it all back together. Pull it all together. Yeah. Club, the benediction and the sermon. Right. For me, if I were to put a bow on it, it’s the understanding that every last one of us working in the nonprofit space is fostering humanity in some form, shape or fashion, right? And we need to take the time to love on ourselves in a way that not only replenishes ourselves but honors our own humanity so we can give our best selves in the workspace. And we do that by honoring our mental health. We do that by honoring our creativity and we do that by knowing that in a unified approach, we will always be our best selves. I bet you’re very good at the stewardship, part of, of Director of Development and stewardship because you, you hear people, actually, I think I would recommend you for promotion to like Chief Humanity Officer Cho Cho. I I I’ll speak to your uh now you’re a better advocate than I will be. She’s Beth Lee, Director of Development. My pleasure, Director of Development and stewardship at Village of Wisdom. Thank you again, Beth. Thank you Tony and thank you for being with Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Next week, the generational divide, Tony, am I fired? Maybe so, as I said last week, if the generational divide didn’t come this week, there was gonna be a shake up. Uh but I’m taking responsibility uh for this. There, there could be other issues. So that’s why, you know, that’s why it’s a maybe uh around you. The generational divide. I have it, I have it, it’s recorded. It’s in the can, the digital can, but I wanted to really wanted to kick off our 24 NTC coverage this week the week after NTC. So the generational divide will come. Uh I, we’re not gonna keep promising it well, the next time you hear it, uh it’ll be for sure the next week. Uh And in terms of Kate, we’ll see about week to week. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by donor box. Outdated donation forms blocking your supporters, generosity. Donor box. Fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Let me say a quick thank you very much to Donor Box. They are ending their sponsorship with this show. It’s been a terrific year. I’ve just been uh grateful to have you as sponsors. So we thank you very much Donor Box and by virtuous, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools you need to create more responsive donor experiences and grow, giving, virtuous.org. Our creative producer is Claire Meyerhoff. I’m your associate producer for now, 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. You’re with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 18, 2024: Artificial Intelligence For Nonprofits, Redux

 

Justin Spelhaug, Amy Sample Ward, & Tristan Penn: Artificial Intelligence For Nonprofits, Redux

A second savvy panel takes on the impact, leadership demands, promises, responsibilities, and future of AI across the nonprofit community. We convened a panel in June last year. But this is an enormous shift in nonprofit workplaces that deserves another look. This panel is Justin Spelhaug, from Technology for Social Impact at Microsoft, and Amy Sample Ward and Tristan Penn from NTEN.

 

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And welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of chronic inflammatory demyelinating, poly reticular neuropathy. If you attacked me with the idea that you missed this week’s show, that one is so good. It deserves two weeks and plus I spent a week practicing it. So it lives on for one more week. Here’s our associate producer to introduce this week’s show. Hey, Tony, I’m on it. It’s Artificial Intelligence for nonprofits. Redux, a second savvy panel takes on the impact, leadership demands, promises responsibilities and future of A I across the nonprofit community. We convened a panel in June last year, but this is an enormous shift in nonprofit workplaces that deserves another look. This panel is Justin Spell Haug from technology for social impact at Microsoft and Amy Sample Ward and Tristan Penn from N 10 on Tony’s take two. Thank you. We’re sponsored by donor box, outdated donation forms blocking your support of generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org and by virtuous, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow. Giving. Virtuous.org. Here is Artificial Intelligence for nonprofits redux. We’re talking this week about artificial intelligence. Again, it’s an important topic. Uh We did this with a panel in June last year today, a different distinguished panel shares their thoughts on this transformative technology. It’s timely, It’s got a lot of promise and a lot of risks. It’s moving fast. Those are the reasons why nonprofit radio is devoting multiple episodes to it. What are the promises and the responsibilities? What’s the role of nonprofit leadership about government? What are the equity concerns? The biases? What about access to this intelligence? What are the preconditions for successful integration at your nonprofit? What’s the future of artificial intelligence? Who to share their thinking? Are Justin Spell Hog recently promoted Justin Spell Haug. He is corporate vice president and global head of technology for Social Impact at Microsoft. You’ll find Justin on linkedin. Justin. Welcome to nonprofit radio. Congratulations on your promotion from vice president to corporate vice president at the uh enormous company Microsoft. It’s great to be here with the pod father. It’s a new name. So I’m proud to, proud to be here and look forward to the conversation. All right. Well, I’m glad it’s the first time you’ve heard the pod father. It’s, there’s on, there can be only one really there, there ought to be only one. So I’m glad it’s the first time. Um And I see, you know, global head. I’m sorry, you’re a little bit limited. You’re not working in the stratosphere, the ionosphere, the troposphere, you’re strictly limited to the globe. I’m sorry, we all have our constraints. We are working on Mars and the moon uh soon, but we gotta get a broader population of nonprofits there. All right. So we, we’re limited to the globe. I’m sorry for you, Amy Stample Ward. We know them. They are nonprofit radio’s technology contributor and the CEO of N 10. They’re at Amy Sample ward.org and at Amy RS Ward, Amy, it’s great to see you. Welcome back. Of course. Thanks. I know there have been a number of different conversations about A I that you’ve had on nonprofit radio. Um I’ve listened to them, I haven’t been in all of them. They’ve been great and, you know, we talked a little bit about a IJ and I, you know, when we started off with some of what’s gonna be big topics in the sector for 2024. So excited to be in a conversation kind of dedicated to that. I’m glad you are and Tristan Penn, welcoming back Tristan, he is equity and accountability director at N 10 as a Black and NAVAJO professional. He’s served on previous organizations, equity teams and been a facilitator for de I rooted in racial equity. Tristan is on linkedin, Tristan. Welcome back. Awesome. So happy to be here. Um Thank you for having me, excited to have this conversation with um Amy, who I work very closely with and um it’s really good to see you too and um also excited to have this conversation with Justin to see um you know what we can unearth. Yes, we’re, we’re representing the big tech perspective. Um Amy, since you are our tech contributor, uh we’re gonna start off, you know, just big picture. What are your, what are your thinking? What is your thinking? What are your concerns? Big picture stuff. Yeah. Well, I’m glad that we’ve scheduled five hours for this interview. I will be taking the first four. Thank you so much. I have many thoughts. Uh many concerns, many, uh you know, I think there’s so there’s just a lot to get into, I think some top level, you know, bites to put at the beginning here are, there’s a lot of hype and as with anything that falls into the hype machine, I think nonprofits do not need to fall, you know, victim to like, oh my gosh, I read this one article so I have to do the thing, right? Um There’s, there’s time A I is not done, the world is now now, not already over and everything’s predetermined, right? So, um you, you’ve seen the article that was like a I will end humanity? Ok. Ok. Here we are let’s calm down and talk about things. So I, I know I’ve talked to nonprofits whose boards are, like, I read that article and A I is good. You know, it’s ending all of us like we can take our time. That’s one piece. Uh, I also think it’s important for organizations to think about where they are already working, what communities they already work with, what data they already have. Like this isn’t start a new project when we’re talking about A I. Um And so I think we’ll get into that more in our, in our conversations here. Um And of course, that A I isn’t new. Well, I mean, artificial intelligence is a phrase is the, is the broadest umbrella term we could use for these types of technologies. And so to, to have these sentences that say like A I is new and it’s here and it’s going so fast. Like what is that? That’s like encompassing so many different components of technology. Uh And so what do, what do we really mean when we’re talking about A I? Are you talking about a model that you set up inside of your organization? You know, to help identify program participants that need extra support? That could, that can be A A I. But that’s very different than saying, oh yeah, we’re just using chat GP T to help, you know, start some of our drafts. OK. Those are so they are wildly different things. And so to talk about them in the same breath as it’s all a I it sets folks up to already have kind of a disconnected conversation even from the start. All right. Thank you and hold our feet to the fire. Uh Especially me because the three of you think about this all the time and I don’t. So, you know, if I, if I lose that context that you just revealed, shared with us, please, uh call me out. All right, Justin big picture, please. What do you go on Amy? You know, the hype cycle of it’s gonna save us, it’s gonna destroy us. And now just kind of how do we make use of it? We’ve been going through this, this process as a, as a community. I, I think one of the things when I zoom out, I, I just see um some tectonic shifts that are impacting the sector from some big demographic shifts in European countries in the United States where we force is getting older, that’s putting tons of pressure on aged care and front line community workers, some big shifts in uh continents like Africa where education, skilling and jobs are all critical and the nonprofits facing off on these issues aren’t getting any additional funding. GDP is stabilized in many countries, but we’ve hit a new set point for inflation that’s impacting pocketbooks. It’s impacting people’s ability to raise money. And so really, you know, the question that we have to ask is how do we use A I in, in missions to help organizations raise more money, help them deliver more effective program, help them rise to these challenges that are continuing to create pressure in the sector. And how do we do all of that in a way that’s responsible in a way that’s safe in a way that’s inclusive. And that’s actually a pretty complex topic that I hope we spend some time on. Indeed. And thank you for the uh global perspective. Tristan, big picture of thoughts, please. I have lots of thoughts similar to, to Amy. And I, I think where I start off with is kind of like in a very, uh, I worked for 20 years and I still am working in, in nonprofit and I see how, um over those years nonprofits and, you know, small organizations have seen something that’s bright and glittery and then like, so amazed by it and been like, yes, we want it, we’re going to take it in and we have no process for building it into our, our operations. We have no forethought for it. We have no contingency to, um, to live by when we’re folding this in this ideal state. We, we’ve already jumped like multiple steps to um us envisioning how we’re going to operate with this bright shiny tool that we have. And that’s never been the case in my years, um, that I’ve, I’ve been a nonprofit and it’s, if anything, it’s always been uh folded in, in a way that doesn’t have a lot of forethought too. So I think the things that come to mind for me that make me curious and also a little bit, um, reticence um about just the blanket, the umbrella term A I is um folding it in where it makes sense and not where you want to add a little, you know, uh icing on your cake where it does where it needs none. And so, um that’s where II I intersect with it. There’s another piece of it um where I, I am a little um critical of it and concerned about it. Um because I think that this can, you know, we, to Amy’s point, we think about A I and a lot of people go in different directions. I think the, the baseline for a lot of people is they go to like a I generated pictures or chat GP T um to do those things and it’s much more than that, but I do think about a time anecdotally where um I was at a conference and I was um passing by a booth and there was like a very lovely, you know, picture of an older um couple and I was like, oh, that reminds me of my grandparents. It was an older black couple and I was like, oh, that’s so cute. It reminds me a lot of my grandparents. It’s like very, you know, and then I I went in closer and this is a, a booth that’s, you know, managed by a bunch of white folks. And, um, and then they were like, oh, did you know that this is an A I generated picture? And that didn’t feel good to me as a black person that didn’t feel good. It felt incredibly like I had been misled in a really scary way. Um I feel like I have a really good detector of like what’s real, what’s not my BS detector is like always up and on and that scared me because I was duped hard and that scares me in a way um less about nonprofits, but just the overall overall globalization and usage of it and implementation that it could go in to hand to the hands of people and create false narratives about marginalized groups um just based on what they, what product they wanna sell. And that is scary. Um And that, that’s something that I think um has just stuck with me for um for a while. Thank you for raising the the risks and, and potential, you know, misuse abuse. We, we need to go to artificial intelligence to create a uh a picture of an elderly black couple that was, it was necessary to do. And also thank you for the valuable parallel, you know, you, you make me think of uh social media adoption when Facebook was new, you know, we, we assigned it to an intern and we put it like the cherry on top where we didn’t need a cherry, but the intern had used it in college. So, you know, she may as well do it for us full time. Uh It very valuable, interesting parallel. Um Amy start us off with just a common I definition, you know, um artificial intelligence, generative, I mean, a generative artificial intelligence. That’s, that’s what we’re largely going to be talking about. Uh if not exclusively. I, I think so, what is, what is, there’s a lot of that? I think we’re, we’ll start with taking one at one at a time, right? Sure. No, I was just gonna say, I think um we already are exposed when we’re thinking about technology in our nonprofit organizations to lots of different terms, lots of different companies putting things out there with the uh not necessarily cloaked, you know, it’s not, it’s not a hidden desire to reinforce that they’re specialists, they know what they’re doing. And like us lowly nonprofits don’t know, we couldn’t understand those fancy terms, right? And so I always, I mean, I teach a course and I always remind folks like you absolutely can know what these words mean, you know. Um And I appreciate that there are so many places even actually, like I, I, I’m never somebody that promotes um these things. So folks know this, but like Microsoft has actually offered, you know, community learning spaces to say these are what these words mean. Um So artificial intelligence is like I said, the biggest umbrella term for all different types, generative A I uh machine learning, all of these components that people might talk about as if they are one different thing. They’re all like within that same A I umbrella. And I just want to say two words because they’ll probably come up in our conversation. I know you want to go one word at a time. But the words I hear from folks the most where they’re not, they feel like they should know what this word means and they don’t and they feel like silly that they don’t understand our algorithm and model those words are used all the time in talking about generative A I, which means the tool is, is set up to generate something back for you. Tristan used an image, uh you know, visual image uh example, but that could be text, that could be video, that could be audio, you know, it’s, it’s asking the the tool to generate something for you. Um But an algorithm we’ve heard this word like, you know, oh Facebook’s algorithm is like choosing what I see, right? The algorithm means the set of rules. So in Facebook’s newsfeed, that set of rules says if something already has a bunch of likes prioritize it, right? If it has uh you know, two friends that you’re connected to already commenting, prioritize, so it’s whatever that set of rules is that says this is how to generate a older black couple image, what whatever those rules were, that’s what algorithm means. And model essentially means like you can think of the same, the the word is used in the same way as uh when you say model about cars like it is the whole set put together, right? It’s got the data, it has the algorithm, the rules that say how, how to do it, it has the input, whatever you’re gonna ask it to do that kind of when people say what’s the model? They’re really saying. OK. What, what’s the package uh of how this tool is working? Thank you for all that. It’s time for a break. Open up new cashless in person donation opportunities with Donor box live kiosk. The smart way to accept cashless donations. Anywhere, anytime picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team member required. Plus your donation data is automatically synced with your donor box account. No manual data entry or errors make giving a breeze and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations in 2024. Visit Donor box.org to learn more. Now, back to artificial intelligence for nonprofits. Redux, Justin, I see you taking lots of notes. What’s uh what’s going on? What’s going on in your head? What what? No, I think um what just as Amy highlighted. One of the things that’s important to highlight is um we, we’ve been using A I for a really, really long time and there are really important use cases that have nothing to do with, with generative A I, things like machine learning, right? That allows us to do things like predict donation, things like machine language that allows us to translate from one language to another. Things like machine vision that allows us to identify and classify objects. All of those are important um tools as we look to solve different problems. Um In in the sector, generative A I is as Amy was highlighting is a new class of artificial intelligence that allows that’s capable of creating effectively novel content because it’s reasoning across, you know, all of the information in the internet and using as a news highlighting algorithms to identify patterns that allows it to um you know, produce answers in a really uh in, in many times intelligent ways. However, uh as Tristan was highlighting, you know, ensuring that um these models are inclusive, are representative, are safe, are understood, are all things that were continuing to work uh to put frameworks around and tools around uh so that they uh produce positive impact, not negative impact. And Justin how can we ensure that that actually happens? You know, there, there’s a lot of talk about biases, you know, uh the the the large language models are trained on predominantly white uh uh language sources. So you’re gonna, there’s so there’s bias uh the, the so that, you know, there are equity issues. But uh what uh what is the big tech doing to actually uh keep these, keep equity centered in and, and keep lack of biases centered as these models are adopted using the algorithms that, that Amy just defined for us. Yeah, it’s a really multifaceted answer. I’ll only hit two points and we can go much deeper if we want, we release. Uh just in fact, in the last week, this the Microsoft A I access principles trying to get at this very problem which has 11 core components. I’ll speak to two to give you a flavor of the kinds of things that we need to do as we think about the A I economy globally to ensure it’s fair, representative uh and safe. The one of the principles is making sure that A I models and development tools are broadly available to software developers everywhere in the world, everywhere in the world and every culture in the world training on the language and on the history uh and on the societies all around the world uh to create much, much more representation. As you probably know, many of the models have been developed in North America and therefore reflect some of those cultural biases. So, federating these tools that is critical uh in the in the A I economy. Secondly, you know, um companies and organizations that produce A I need to have rules uh for how they um check and balance the A I to ensure that it’s responsible, it’s fair, it’s safe, it respects privacy, it respects uh security, it’s inclusive, it’s transparent and we call those rules that Microsoft are responsible A I framework and it’s not just a set of principles, it’s actually an engineering standard. And when applying that engineering standard, we were looking at uh fairness in speech to text. So taking speech and transforming it into text and we found it was a couple of years ago, we produced this article that our, our speech to text algorithms were not as accurate Black and African American communities in the United States as they were for Caucasian communities. Um And that was largely a function of the training data that was used. And so we had to take a step back using our framework that caught this issue to say, how do we work with the communities more effectively? How do we bring socio linguists in to help us understand how to capture all of the rich diverse city of language to make sure that our speech to text capability is representative of every citizen that we’re, we’re rolling this out to. And that’s an exam and we did that and, and today it performs much better and there’s more work to do. But it’s those kinds of frameworks and guard rails that are really important in helping uh people design this stuff in a way that benefits everyone. Tristan. What’s your reaction? You, you’re thinking about equity all the time. Um What’s my reaction? What isn’t my reaction? And I would say, um I, I love that and I love what Justin was saying about um how, you know, making it a Federated model as opposed to it. I mean, yeah, everything, I only say everything but a good amount of things are being generated created curated in North America and baked into those models and algorithms are like biases that skewed towards white men. And um and that’s not OK. I think that excludes me in particular, but also like, you know, I, I think um having um a plan for that as opposed to being reactionary to being like, well, gosh, we didn’t know what was going on and being um uh a little more, less reactionary and more um forward thinking in that way. Yeah, proactive um is, is always a good place to start. I think a few other things that do come to mind too in terms of um making sure that communities of color marginalized communities are um not um constantly shouldering even outside of A I but constantly shouldering um the mess ups of like the brand new tool that came out on the market and that seems to always be the case and there’s always like a headline months later where it’s like, so and so we found out, this tool wasn’t geared towards her facial recognition wasn’t geared towards like, you know, black folks. Um, and it was like, historically wrong. And so I, I think about those things, but I also think about um, it through a nonprofit lens because we’re on a nonprofit call. Um, and I, um, I bring up the, another anecdotal story of um having, uh, being on a call and having an A I note taker bot um hop into the zoom call too. I think we’ve within like the last half year we’ve been on calls where it’s like, oh, I don’t know about some actual person or a thing or like, you know, it, it’s very ambiguously named sometimes where it’s like Otter, one of them is Otter, right? And this Otter is all of a sudden it’s in our meeting. This Otter is, yeah. And I think, you know, there is a lot of benefit, there’s a lot of benefit in having um you know, uh note taking tools and um also captioning tools that are, are, are for folks in terms of accessibility. There are folks that have completely different learning styles. There are folks that take in information at different levels and different wavelengths of things. And I say that all to say that like, you know, I would like to see a world where um it was scarier um with, to keep with the Otter Box or not Otter Box. Sorry, that’s not Otter Box is not a sponsor of this. Um But the Otter A I um uh gene Note taking tool was that after I got an email randomly from the, the note taker to all the people also to all the people that were in that call with a um a narrative recap of everything that we, we talked over. It wasn’t a transcript, it was a narrative recap, which is fine enough. OK. Um There were, there was a screenshot of just a random person that was on the call that was also there. And also um what’s most scary for me, I think or just very concerning um is um at the bottom, it was like here’s the productivity score of the call, 84% here’s the engagement of the call, 72%. And it’s like where it, where is at least, at the very least, where’s the asterisk at the bottom that says this is how we calculated this whatever. And I, I immediately go, I’m not a pessimist, but in that moment, I was like, this is going to be used by people in higher positions, people in power to wield over folks, middle management and direct service to say, hey man, you didn’t have a um 84% or higher engagement score on our last zoom call, you are now on a personal improvement plan and that is a scary place to be. And so I think less about like these tools are what they are. But I think about the people and the systems and the toxic systems at times that sometimes wield these brand new shiny tools in a way that doesn’t feel good and also is working against their mission and against their employees. Its time for Tonys take two. Thank you, Kate and thank you for supporting nonprofit radio. Uh I like to say thanks every once in a while because I don’t want you to think that we’re taking you for granted. I’m grateful, grateful for your listening. And if you get the insider alerts each week, I’m grateful that you get those letting us into your inbox. Um This week, I’m in Portland, Oregon recording a whole bunch of good savvy smart interviewers for upcoming episodes. Hopefully, that helps like show our gratitude because we’re out here collecting good interviews for you to listen to if you can’t make the nonprofit technology conference yourself. So thank you. I’m grateful that you listen, grateful that you’re with us week after week. That’s Tonys take two Kate. Thank you guys so much for listening to us every week. We appreciate you. Well, we’ve got Buku but loads more time. Let’s return to artificial intelligence for nonprofits redux with Justin Spell Haug Amy Sample Ward and Tristan Penn Ki. I love that you brought that up. Um Don’t love that it happened that you brought it up as an example here for folks because I think it’s uh a easy entryway into a conversation on one of the points Tony mentioned at the start of the call, like, what are some of these preconditions? Um And you were like, oh people are like, oh bright shiny, right? That’s what we do. Oh bright shiny, like I’m going to use this tool that like took the notes in here and a place where we’ve seen for many people, many years in in ten’s research is that nonprofits struggle. This isn’t to say that for profit companies don’t also struggle with this, but nonprofit organizations struggle with consent, they struggle with privacy and security. And so here’s a well meaning well intentioned, right? I’m going to use this tool except it’s emailing you, you didn’t consent to that. It emailed all the participants in the call. There was no opt in, right? Let alone a very clear opt out like why did I even get this? Um That’s not even to say opting into sentiment analysis of whatever is a community zoom call, right? Um And so when we peel that back and say, OK, well, we just wouldn’t use that note taking, right? Sure. But when we’re thinking about preconditions for this effective work as an organization do, what are your data policies in general? The number of organizations that we work with that still don’t have a data policy because they think, well, isn’t there like some law about data? So like we, why would we have our own policy? OK, there is some law related to data, right? Different types of data have different laws, but that’s not the same as an organization saying, what data do we collect? Why do we collect it? How long do we retain it? What if somebody wants us to remove it? How do we do that in our systems? Right. So this level of uh fidelity to your own data, to your own community members, to the policies that you’ve set up to manage those relationships. Um And trust for so many organizations are already not in place or, or like I said, there’s just not a fidelity to them that that makes them trusted. So then to say, oh yeah, we’re ready to, we’re ready to add this note taking app to our community calls or our client calls. It just that that’s the place where I have the most fear is actually not the tools having bias. I know they have bias and that is a place of concern and, and a place we can, can address it. But my mo the most fear I have is people still operating within that without any of the structures or policies or, or training to deal with both maybe bias and a tool they use and their own bias or their own issues, right? And it it accelerates the harm that that can be created in that. I mean, I want to use some of that to, to go to Justin and uh that’s something very closely related. Uh the, the uh the nonprofit leadership role, the responsibility of, of nonprofit leaders. I think it gets to a lot of what Amy was just talking about. But what, what do you, what do you see as the, the responsibility of nonprofit leadership in, in formulating these policies? But also in just, you know, making sure that the preconditions are there so that we, we can be successful in integrating artificial intelligence, whether we’re bringing an exterior, an outside tool or, or or building our own. Even that, that may be a, that may be a big lift for a lot of listeners. But, but generally the, the, the nonprofit leadership’s role. Yeah, I mean, there’s a lot of the nonprofit leadership play today and I think we have to meet uh leaders where, where they’re at and, and I think the very first step and Amy mentioned this in the very beginning of the call is raising the the capacity of their knowledge and of their staff’s knowledge of how these tools work and uh what are the edges of the tools and how to apply them effectively in the flow of work. And um there is training available as, as an example, we have a four hour course on linkedin. You don’t need to do it all at once, but it’s actually pretty good. It’s for, it’s not for developers, it’s not for techies, it’s for front line program, staff, fundraising staff finance staff, the, the, the ed uh to really learn about how to think about these tools with that knowledge. Then you can take the next step, which is starting to engage, I think, simple ways to apply these tools to get on the uh on the ground experience of what they’re good at and what they’re not good at. Um you know, using things like uh from Microsoft. So I’ll mention, you know, BB or, or, or Microsoft Copilot to look at writing donor appeal letters or whatever the process may be, they can just start learning about these fundamental language models and what they’re good at. Um I think it’s important as an organization thinks about getting deeper into A I and really thinking about how do they apply it to their processes, whether that be fundraising, whether that be engagement with beneficiaries that they think really deeply about data uh and data classification and that, that, that gets a little sophisticated, but just ensuring that we’ve, we’ve got a strategy to use A I for the data that we want to use A I for and that we segment data that we do not want A I to reason on away. So start with, start with getting the basic skill skills built out. Um A lot of uh organizations I met I meet with are just at the very beginning stage of that, use the simplest tools to accommodate uh the job to get some experience and then start to think longer range around data, data, classification and more advanced scenarios that can be applied. Tony. Can I just, what’s that four hour course on uh Tristan? Let me just let me drill down on a free resource. I love free resources for our listeners. Tristan answers. It’s a linkedin course uh nonprofit uh A I fundamentals. But let me get that for you here. Ok, Tristan, go ahead. Yeah. Um Can I um I really like how Justin um initial uh said, you know, there’s a lot of nonprofit leaders plates already too in terms of responsibility. And I want to gently push um and answer your invite to, to call you in Tony um in, in the premise of the question which, which was what’s, what is the responsibility of, of nonprofit leaders now? And I would say yes, there, obviously, there’s a responsibility as Justin has illustrated that like we need to be better in terms of strategy um in terms of tech, in terms of A I um in general on how we fold these, these crucial tools in. But I would also say that there’s an equal and almost um larger responsibility on those who fund nonprofits. Um I think a lot of times in the nonprofits that I’ve worked with, interacted with and worked within um their operational and financial model has been very ham handedly built in a very um doctor Susan way, which doesn’t really make sense at times and it’s because a year after year, there are different grants, different fundings that require different things um at different times based on whatever the the hot new term is. Uh 1015 years ago, it was mentoring. So a lot of times everything was geared towards mentors. And I say that because this implies that um a lot of these nonprofits are already built on a structure that is very shaky. And so there’s a lot of other things that need to be done. But I do think um a big responsibility sits with folks who fund um nonprofits foundations. Um and also local governments, federal, the federal government in making sure that when they are pushing a grant or um putting out an RFP for a grant that says you need to fold in tech and you need to fold in A I in this way to get kids to learn or get kids in seats um in the classroom that you’re doing. So in a way that creates um longevity and solid um solid nonprofit organi operational work. Um And just doesn’t like slap an ipad in front of a kid. Um And I think that’s really, I used to work with boys and girls club. So that’s where I always default. Um But III I think that um I’ve based on my experience, it’s always been um a really weird way um of, of having um o going into a financial model um of an organization year after year because it’s like, oh, well, that we started doing that because last year’s grant asked for it and now we just do it into perpetuity. And so again, you have that little weird Dr Seuss style way of thinking. And I think um funders and um grant, um grant folks can do a lot by being very clear and very um forward thinking and how they are offering up these monies. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world. And in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers, responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys. The response to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. Now back to artificial intelligence for nonprofits redux, you know, that’s not only the mindset like this, this, it, it feels like they’re being strategic by saying, oh, yeah. Well, we were able to come, we were able to pitch that in a way that we got the fund, but then that’s changing their strategies all the time. It also back to the point before is meaning the data you have to work with inside your organization is OK. Well, two years, we structured it this way for two years, we structured it this way. Do we even have like a unique idea to connect these people and say, oh, they were in both of those programs, like our own data sets are messy and influenced by funders saying, oh, now we need you to collect these demographic markers, you know, and it’s, it’s we we as organizations are often pressured by those funders to do it the way they want because it’s easier for them. Um and tells the story, they want to tell, but that’s really, really messing up the data sets and the program kind of uh processes or, or business processes that we have in place. And I I just wanted to connect that to broader things that intens worked on and advocated for for many years from the equity guide specific to funders. And that is that funding technology projects takes time and it takes a lot more money than like $30,000 for whatever the licenses are for something, right? Like it’s not uncommon that an organization building a model, an internal use model. This isn’t some big flashy commercial thing. This is just for them to, you know, like I said before, identify program participants that maybe, you know, could use intervention it’s not uncommon that would take two dozen tries to get the right model in place right? To really make sure the algorithm is, is fine tuned that the outputs are appropriate. Well, you can’t go through two dozen models in, in three months, right? And then have something there. A nonprofit would need a couple of years. And our, our funders, there’s already plenty of funders saying like, oh, now we have this A I grant, you know, opportunity or is that grant gonna be comprehensive of the work to get their data in a good place to get their program, staff ready and trained to Justin’s Point. Every staff person really trained adequately on, on not just what are these tools but what’s a good prompt? What’s a good use case for this, right? All of those pieces so that they can adequately and materially contribute to, then what is this project we want to do? What is the best fit for us and how do we, how do we build it and, and just to add on and we’ll wrap up to Amy’s Point and Tristan’s Point A I hasn’t changed the fundamental physics of what makes a good technology project. I mean, it’s people, it’s process, it’s tools, it’s capacity building, it’s a long term strategy, all that is the same. Um And if your listeners are wondering, where do I even get started in understanding the language of this stuff? Uh Because you asked the question. It’s called Career Essentials in Generative A I it’s on linkedin, it’s free. Uh And I take it it’s, it’s pretty good. So I think it’s worth worthwhile for your listeners. Thank you, Justin. How about uh in 10 Amy, what resources for folks? I mean, hopefully they’re already going to the nonprofit technology conference where there are gonna be a lot of, uh there are a lot of sessions on artificial intelligence. I know because I’m gonna be interviewing a bunch of those folks. So this is, this is probably the second of, I don’t know, six or seven A I episodes uh in, in, in different uh around different subjects. But N 10, N as N 10 as a resource for learning A, we have lots of them. There’s um you know, work uh not workbook but like a guide. There’s of course, the equity guide, there’s some materials on the website. We have an A I course and other courses that talk about A I, there’s community groups where you can ask questions and of course the conference. But uh thanks to Microsoft and Octa gave us some um supporting funding and 10 along with Institute for the future and project evident are at the tail end of a community design process where we’ve worked with over 40 organizations um in this process to create an A I framework for organizations, whether you’re a nonprofit or not, who are trying to make decisions around A I and our framing for this is the framework for an equitable world. So it isn’t just that you are a 501 C three registered in the US, right? Or that you’re a grassroots organization in whatever country like if you want to live in that equitable world, then this is the framework that we can all share and work in together. Um We’re going to do a little preview at the end TC and have whoever comes to the session is gonna get to road test it with us and then we’ll publish it publicly after the NTC. Um So lots more and obviously, I’ll, I’ll share that with you when it comes out. But um what’s really, I think important from this is that it is a framework that uh is built on the idea that all of us are part of these decisions that all of us have responsibility in these decisions. Um And that all of us are accountable to building, right? This isn’t um you know, the quote unquote, responsible tech or this isn’t like this isn’t just for those projects where you’re, where you’re gonna do something good over here. This is whatever we’re doing, it’s gotta be good. It’s gotta be building us into an equitable world because what else are we doing here? Right. If it’s not for that. Um And so I’m excited for folks to get to use it. It’ll be published for free everywhere anybody use it. Please go, you know. Um, so lots more on that too. Amy. You are perfectly consistent with the framed quote that you have behind you. All of us are in this life together. You’re living your, you’re living your framed art. Uh, uh, I admire it. Uh, Justin, we have, we’ve got maybe 10 minutes left. What, what would you like to talk about? We haven’t, we haven’t touched on yet or go further on something we have. Well, no, maybe, maybe I’ll just um build a little bit on what Amy was the question you asked, what are, what are the resources available? So I think that’s pretty useful to the, to the organization. So, so one is, one is the training that I mentioned too is uh we just recently ran a nonprofit Leaders Summit where we, where we had 5600 people together. Uh uh about 4500 online, about 1000 in a room talking about how do we grapple with A I? How do, what are the use cases that make this make sense? How do we think about data security and privacy? And we’re going to continue to invest in in that? We’re going to be rolling that out more globally as well with uh events in Australia and others. But that convening and that dial and just getting the community and dialogue I think is so important. I I learned a ton from that. We’re also going to continue to push on affordability and making sure that uh we’ve got affordable access to our technology so that every organization can use things like Microsoft Copilot uh for, for free um providing, you know that they, they’ve got access to our nonprofit offers and then finally, innovation. And I, I’m, I’m interested looking at scenarios that span the sector where if we invest, once we can create a multiplier effect. And one of the areas that we’re, we’re partnering on is with Save The Children Oxfam and many other organizations on the humanitarian data exchange, which is a large data set used to help organizations coordinate humanitarian and disaster relief domestically and internationally in a more effective manner. Uh So our mission don’t overlap uh but that data set hasn’t been super useful to date, applying things like language models training on that and creating a tool set that is cross sector for many organizations, you’ll see us um continuing to invest in that way. And I look forward to ideas from our intent partners here on the phone as well as you know, the community at large on on where we can make bets that will really help the sector together. Uh move, move forward Tristan. What would you like to touch on or, or go deeper in? We’ve got uh we got the, it’s 78 minutes or so. Um You know, I, I think I just wanna underscore what, what Amy was talking about and that we’ve, we’ve all been working on. Um, which is the, uh, I’m a little tired of you underscoring Amy, Amy and you, we force each other. You know, I agree with you should have seen us, we work together. It’s getting a little dull. It’s a little dull. Now. You should have seen us when we were in office. Our desks were 20 ft away from each other and there was a constant, there was a worn line in between our desks and nobody wants to be in between in that 20 ft in that 20 ft space. Um I will say um being a part of the community group, what Amy was saying about working with 40 other organizations um to figure out what um a healthy and um robust and equitable processes for any organization to um interact with and um field A I is crucial and I’m, I’m so glad that we are able to be a part of it and we’re, we’re going to be um debut it at NTC. It’s something that I’ve learned a lot from just based on someone who again, like I said before, I came from youth development. My degree is in child psych. Um So, but I’ve learned a lot over the years um working with N 10, working at N 10. Um But I think um one thing that’s, that’s been uh really, really beneficial is learning from all those folks in the group and um a couple of things that did come up in when we were creating that framework, which uh was um that organizations are making all kinds of decisions every day today. Um And I, I will say that it kind of highlights that I, we are talking about A I and how it like will look sound and feel and how it looks. This is all kind of uh we’re not meaning it to be, but it’s all within a vacuum. Um And we can’t think like that. We can’t think of all of us who have now, we are four years out from 2020 our lives were forever changed and every nonprofit will have their own sad story to tell about how the um the pandemic impacted them. And I say that to say is that like none, no one was prepared for that. And so if we um keep on talking about or um playing around with this idea of A I is like, it’s going to solve problems or it’s going to sit in this world um in this vacuum, we’re not doing ourselves justice and we’re being very forgetful about the past that we just went through. And so if we’re able to instead consider how A I will interact with the dynamic world that we all live within, um That’s going to better behoove us um both individually, but also organizationally when we’re planning strategically. Um If that’s year after year for you, if that’s every five years, I don’t know what that is. Um So having that strong tech um baseline for folks. And then I think also the other thing is people in all roles are considering A I and aren’t sure how it applies to them. Um I think uh staff, we’ve read stories um that A I will replace workers but have no idea what to do with, you know, where, where that fear sits with them too. Um It should just add to their work and not replace them. And I think a lot of we’re seeing uh you know, I’m, I um am on tiktok and so, you know, that’s a whole other like bag of algorithms and like, you know, things that we can dissect and pull apart. But I do, there are a lot of stories of, you know, there are folks getting laid off left and right. And um I, I would have to, you know, that begs the question why generally, but also like, what is the role of A I in all of this too? Um I think it’s really interesting when layoffs happen at a time when A I is accelerating um in a lot of our worlds, whether it’s in tech and whether it’s in other sectors across the world. And I think that there is a lot to be done by organizations who don’t fall prey to like the siren song of like A I and are going into a clear minded and not saying, oh, well, we can cut out this department and put it in, put, um, you know, this learning module in or this, you know, I think that’s, that’s really where, um, you’re going to see a lot of organizations and commu, um, organizations and companies thrive as opposed to just, um, laying folks off a lot there. No, we’re, yeah, we’re, we’re taking it in. Yeah. No. And, and the reality is that I admire the, the consistency between you and Amy. Uh, and, and, and, and, and generally, I mean, I made fun of you, but what it shows is you’re all thinking the same way. You know, you’ve all got the, uh, the same concern for the nonprofit Human first, human first. You know, like we’re all humans and we’re all prioritizing um us as humans and if we start prioritizing other things and it’s not going to, um, go well, well, but at end to end, you’re, you’re walking the walking the talk. So, and consistently Amy, you want to check us out with, uh, all of us are in this life together. Yeah. I mean, I think the biggest thing I, I want folks to leave with is that, that future is not predetermined. We, we are not sitting down and saying, well, ok, like I’ll wait for my assigned robot to come tell me what to do, right? It, it is still up for all of us to write that every day. And the people who most need to have their sentence at the start of the article or whatever, you know, at the start of the book are the folks who are being told in a lot of different systemic media type ways that they do not get to have their sentence in the article, you know. And so I, I hope that nonprofits know this is both an opportunity to shape and influence as A I tools are being developed to shape and influence the tools that we build within our sector for ourselves with our communities. But it’s also a responsibility for nonprofits who are the ones often closest to and most trusted by those systemically marginalized communities who are experiencing the most real time harm to be the supporter that brings them into that work. They are not necessarily going to get tapped by uh a company to learn this or do whatever. Even though I hear Justin saying these, these, you know, opportunities are, are free and accessible. You as a nonprofit can say, we think we might build something. Can you be in our design committee? Can you work with us? We’ll make sure that we all learn together, right? As an organization, they’re already in relationship with they, they’ve, you know, maybe benefited from programs or services. You have the responsibility and incredible opportunity to be the conduit for so many communities to enter this, this quote unquote A I world. And that’s a really important I think gift uh you know that we have as a sector to, to be the ones helping make sure so much, so much more of the world is part of developing these tools and designing them to be accountable to us as people, their Amy Sample ward. Our technology contributor here at nonprofit radio and the CEO of N 10. Also Tristan Penn Equity and Accountability director at N 10 and Justin Spell Haug, new corporate vice president and Global head at uh Technology for Social Impact at Microsoft. My thanks to each of you. Thank you very much. Real pleasure. Thanks so much, Tony. Thanks Justin. I’ll see you in 20 ft. Thanks so much, Tony. Next week, the generational divide now, this is interesting uh because uh we’ve been promising this for a couple of weeks now and it hasn’t materialized. It’s very relieving to have someone, an associate producer who I can blame for this show having been promised the generational divide, having been promised for weeks on end and not coming through even though it doesn’t matter that the associate producer, Kate has nothing to do with booking the guests that the host takes care of that himself. That that’s irrelevant. I blame the associate producer and this, this show, the generational divide had better come through next week or there’s gonna be a shake up. I’m the one who just reads the script to either. Oh, yeah. Minimize the uh OK. Your title is not script reader it’s associate producer. Well, if you missed any part of this week’s show, I beseech you look, I was slow on my cue. There I beseech you find it at Tony martignetti.com were sponsored by donor box. Outdated donation forms blocking your support, generosity. Donor box. Fast, flexible and friendly fundraising forms for your nonprofit donor box.org. And by virtuous, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow. Giving, virtuous.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that information, Scotty. You’re with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.