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Nonprofit Radio for June 3, 2011: A Conversation with Naomi Levine & Excellent Events That Keep Audiences Awake

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Tony Martignetti with Mrs. Naomi Levine

My interview with Mrs. Naomi Levine, Executive Director of the George H. Heyman, Jr. Center for Philanthropy and Fundraising at New York University and a special advisor to the president of NYU.

In this interview, Mrs. Levine shares her views on the role and responsibilities of nonprofits and their boards, government oversight of nonprofits and fundraising as a profession.

Recorded last month at my show’s reception at the Helmsley Park Lane Hotel, she is outspoken and entertaining.

Claire Meyerhoff is Editorial Director at The Planned Giving Company.

Claire is a marketing and media specialist. On this show, she turns her expertise to savvy event programming that keeps your audiences excited.


 
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Here is a link to the podcast: 044: A Conversation with Naomi Levine & Excellent Events That Keep Audiences Awake.
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Durney welcome to the show. I’m your aptly named host tony martignetti, and this is tony martignetti non-profit radio on friday, june third. We’re always about big non-profit ideas for the other ninety five percent. Last week we had passed the cup to corporations and fund accounting software. It was john hicks first guest he’s, the president and ceo of j c geever, and he shared techniques to develop your corporate sponsorship strategy and build relationships so you can ask for corporate support with credibility and confidence. And the second guest last week was scott koegler, our regular tech contributor, the editor of non-profit technology news, and he was here reviewing fund accounting software, which is a back office necessity. Those in the know recognize that proper accounting is critical to keeping your board and the irs and others who are looking over your shoulders, satisfied. He reviewed packages like fundez easy and accufund and quickbooks this week i have a conversation with naomi levin she’s, the executive director of the george h heimans junior center for philanthropy and fund-raising at new york university, and she’s, a special advisor to the president of n you, mrs levin shares her views on the roles and responsibilities of non-profits and their boards. Government oversight of non-profits and fund-raising as a profession, this was recorded last month at my show reception at the helmsley park lane hotel. You’ll find that mrs levine is out spoken and entertaining. Our second guest will be excellent events that keep audiences awake with claire meyerhoff she’s, a marketing and media specialist. You’re going to turn her expertise to savvy event programming that keeps your audience, is excited and awake between the guests. It’ll be tony’s. Take two, we’re giving away two ipads, and i’ll explain the contest. Details on tony’s. Take two. All of that is this week, after starting after this break, so stay with me, grantmaking think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving no. Things. Cubine dahna. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l, j media. Dot com. Looking to me, mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second, at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Welcome back, it’s, time now for my conversation with naomi levine, pre recorded last month at a reception that i hosted at the helmsley park lane hotel here in new york city. We’re goingto play this through without a commercial break, and so here is that interview. Naomi levine is the executive director of the george h heimans junior center for philanthropy and fund-raising at new york university. For twenty two years, she was in use, senior vice president for external affairs, and helped raise over two and a half billion dollars for the university. She is a graduate of columbia law school. She was previously the national executive director of the american jewish congress. Now she is special advisor to the president of n u, and she chairs the board of the edgar bronfman center for jewish student life and the tab center for israel studies. Please join me in welcoming mrs naomi levine. Mrs levine, what do you see as the the non-profit role for our society? Let me put this in a kind of perspective that i always use. I don’t think that most people in our society recognized the importance of the non-profit world in our civil society, if you close your eyes for one minute and look at the skyline of new york city, do you hear me? Yeah, you will see that if you took away lincoln center, the hospitals, and why you, fordham, columbia and all of the other universities, medical centers, cultural centers, theatres, dance a group, you will see that this would be a very different society, and most people really don’t think about that when they think of the way we all run. They think a government, they think of the corporate sector, and they don’t think of the non-profits but why is that? That that means non-profits are not fulfilling their work in spreading their the message of their good works? I mean, do you think the blame falls on the non-profits for people not being aware, i think i would suspect so let me lead into that as we progress in our conversation. Because the truth is i’m not really sure i know that most people don’t realize it and what they don’t realise. Moore is not one of those organizations could exist without fund-raising they require financial support, and yet do you know a shingle mother who will say to their child, you know, dear, when you grow up, i want you to be a fundraiser. Nobody says that my own mother, my own mother in the last years of her life, when she was living at a place called cat a house in the bronx, i would come to visit her and she’d say to me now remember, when we go down for lunk, if someone asks you what you do for a living, tell them you’re a lawyer, not a fundraiser. She was embarrassed at her law review daughter was raising money. People think of it as selling cookies for the girl scouts, and you ask me why it is that i must tell you i’m not sure, but one thing i am sure if you let me adjustment, just put that on the table is that unless fund-raising is viewed as a profession a legitimate profession, that is talk. Within a university, not within all kinds of organizations that provide courses, but within the university, it never will be given the kind of status that it deserves. Dentistry at one point was nothing. You went to an apprentice, yet you learnt how to pull a tooth. That was the end. Lawyers like john adams. If you read his book, you know, he was an apprentice in a law office. But once causes were given within universities and got to stamp a university academical provable, they became professions. And the reason i created the heimans center is that i really want to see people take courses, learn and make this area a profession that even my mother would be proud off. So that’s hard to do. Let me tell you and you make a very good point that i don’t know any fundraisers who? It’s. For whom? It’s. The first career? No, no, no. In my office, we had a big staff and we had people who were from every discipline around. They were from journalism, from archaeology, from everything in the world. Nobody studied. And yet if you think about it, i know that i learned on our no. Doremus amount during those twenty five years and every time i prepare for a class, i learned more, i confess to you, i never spent time with my staff talking about ethics. What did we talk about? We talked about what? Your goal, how much money where’s the money, etcetera. Yet when i started to prepare the course on ethics and red doug white’s book on charities on trial and a few other things, i said, you know, that’s, a very important area, and i should learn about it, because if you don’t know the law and you don’t know the ethical component and you don’t know board governance and fiduciary relationship, you’re going to get trouble that’s perfect. And doug white was a guest on my show, talking about his book about ethics, but so now we’re talking about the fundraiser and fund raisers, and you’ve just made a great transition. How about the role of the trustees? What? What are they? Trustees? They’re not really fully aware of their roles, don’t you think with respect to the organization, trustees are also fund-raising if you sit on a board because it’s a nice, prestigious thing to do and it looks good in your obituary in the times, it is a wrong reason to be on a board boards have responsibility. They have the responsibility to keep their organization financially shaky. Sure, that means board members have to be fundraisers also, you know, larry tisch usedto have he was the chairman of gnu during the time that i was vice president, and he had a very simple and crash way. I assume of running his board. He used to say to me, look, we’re not harvey, we’re not princeton. When i put someone on the board, they not only have to be dedicated, decent people committed toe hyre read, but they have tai run my board by the three g’s that people have to give money, they’re not a big amount, but gives something to show their commitment so they have to help get money. And if they can’t do that, they should get off the board because boards have responsibilities. And when you talk about a boardmember they have to be, they have to understand their responsibilities fiduciary, legal, come to meetings to read an order to report readable what your report? There are a whole list of things. If this was a class that i could list for you, that boards have to do so. The relationship between the fundraiser and a boardmember is really a very close one. What was number three? You said he had three, three, three requirements. Get money where you get off the moca or get off the board. That was number three, not in a harsh way. I’m not suggesting you tell your board that i’m telling you, you have to try to persuade them to give and then had people onto your board that will set an example. I never suggested minto fund-raising they come in and get rid of that board members, you’ll be in trouble. On the other hand, you have tohave board training of the sharp pains. Actually, the corporation board i have been instructed to do that is to close are instructed to give bored training, training aboard and what their responsibilities are. Doug and i and ruth ellen reuben is here. We go around to different boards were invited to talk to them about their obligations under the law. Federal law. State law. I venture to say if i went around this room today and most of your fundraisers, air sit on board. You would not know a ll the laws that are involved in fund-raising state and federal. I learned that on lee when i started to teach i did know i know that when i was raising money don’t you think the trend also is that this is only gonna get worse at the booth state and federal level? That oversight from those levels of government is going to just increase among among non-profits i don’t like the fact that you used the word worse in my book, i would say that’s better, more, more. I know you advocate for even greater oversight. I know you do far more oversight and far more regulation. It is an area that everybody thinks so. We don’t have to regulate the nun. Profits are all very good people. The red crossed of good things university how dare we suggest that they be regulated more. Let me tell you that there is a cz much mismanagement, excessive salaries, all kinds of conflict of interest area occur in the nonprofit world that a car in a profit within the nonprofit sector fights your advocacy of deeper oversight. The non-profit schecter no it’s, not eager tohave. More regulation. I will confess to you on my staff in french. No, this for seven years i have gone up to albany fighting for one lousy bill. One bill that would say that if you’re hired as a professional fundraiser, you should take one course in the course of your entire career in law, ethics and board governance. I think you should do that. And every year it gets through the senate and assembly up in albany and then the non-profits come up and they argue against it in their mind. It’s a slippery slope. You’re going to start regulating your going to stock with more rules. We don’t want that. And the governance who don’t want to start up with such good organizations as the heart association of the red cross they vito and it drives me insane. Ken berger is going to be a guest on my show in in july. I think. It’s a july first show, the executive director of charity navigator. What you see is the role of charity navigator and similar rankings ratings of charities. Well, i think that anything that helps a donor get on understanding. Of an organisation is a good thing. I’m not in a position to discuss the details of those organization, but i know if their organizations around that help it donor-centric steam or been dealing more accountability, all those words and now on the table, when i started in fund-raising i’m a very old person of eighty eight years, so i have lived through different parts and different segments off fund-raising the fund-raising world, and in the beginning, you never heard such words. I never heard such words, but now you hear it more and more. So what canonizations like that play a role onda, of course, it’s controversial because the role that they play helps define what people decide to look at. And of course, donors now are more into is it in looking at outcomes, and that becomes very difficult. Teo measure donors are also interested in percentage of budget that goes to program versus administration, but for some charities, it could be very legitimate toe have a very high percentage going to administration because they’re doing things in, but if they’re going abroad and doing things on the ground in, you know, in other continents, i have always been very conservative, i believe that when a person gives money not more than thirty five percent maximum should go for overhead and the russian gulf of the program. Now there may be exceptions, and you may be right, but by and large, i think that people should feel comfortable in knowing that the book of their money goes to the project that they want to support. Now there are exceptions, and i think that when you sit down with the donor like we used to have to sit down with someone who gave us two million dollars for a chair, we had to explain that some of that would go for the over head of that school, you’ll have to be able to explain it, but we never never spent mohr than thirty five cents of thirty five percent that was maximum mr tisch required even less on you’ll have to be very open and honest about that thie audience for the show is small and midsize non-profits the tagline is big non-profit ideas for the other ninety five percent, what would you like to leave small and midsize charities? With what message? So small shops the lessons are not different, because how you raise money for a big organization and how you raise a trish more fundamentally are not different when we teach courses in our heimans center way, my approach is that the principles of generic and they involve developing relationships if you know your fund-raising you know that last year, out of the three hundred three billion dollars it was raised about eighty three percent when you include request come from individuals and individuals will give to small groups, and i’ll give to big groups, so the rules on how you raise that money, the art of the ass is the same in a little group, you use the same technique to get twenty five dollars, as you will use to get a million dollars, it is developing a relationship, knowing howto ask knowing how to divide your mission statement, knowing the process and the rules and fund-raising knowing what you’re bored should do and that should be and knowing the ethical issues, whether you’re dealing with a little group or a big road, which harder with a little good bye don’t knock it you also, perhaps will you social medium or with a little girl? I’m not sure i’m no expert on social media we brought on to our staff of the heimans center last year marchenese vanik she’s, an expert, and she has tried to persuade me that things like facebook and twitter and all that stuff have some value. I am totally illiterate there, but i respect the fact that the coming generations will use it more, particularly the small organizations, and i tell the small organizations, don’t ignore your financial status. Be sure if you can’t afford an audit, at least have very strict rules on how your money is handled. Doug white’s book has a whole list of cases in which organizations big and small got into terrible trouble because they weren’t careful and how they handle their finances. And that is true in little groups as well as bigger pond. That doug white book is charity on trial, but that but that goes back to the trustees, relationship and trustees obligations even for us, even for a small shop, there’s a board and maybe a board of only three or four people, but they have the obligation to be aware of the things that you’re talking about under the law. Whether you’re a big organization or a little, the charity’s bureau, which is the hand of the attorney general in the state of new york, will look atyou and look atyou carefully and don’t make mistake. I’m not here selling doug’s book i couldn’t give any i’m not interested in that. The only reason i pointed out is that it has in it the cases that are very imp fortune for you to understand, and you have to know all the people that got in trouble. Let me give you one example. The american red cross during the nine eleven tragedy, they got in a lot of money and they used a whole bunch of it for the purpose that nine eleven required. They had a little bit of money left over the director of the red cross, one of the most terrific people in the field use that money for the blood drive. She didn’t put it in her pocket, she was fired. Why was she fired? Because the law says if i take money from you for a and i use it for b you’re wrong. I have to use that money for a unless i write to you and i say to you, do you mind if i use it, etcetera? So they’re a little things like that that if you were a fundraiser in this room or a boardmember you have to be very sensitive to whether you’re a little group or a big group, we have just a minute or two left. What is it that concerns you most about the charitable sector over the next couple of years? One to two years? Where? What do you think about most what keeps you up at night? Xero well, i think that competition is very it’s going even increase and the government are cutting back drastically and so on the shoulders of the non-profits we have to provide for the help that the poor need, the abused women are the st joseph’s, full kitchens and all the social services that keep our society going. There’s a book that somebody called claire got eonni road that has wonderful chapters on how capitalism could not exist in this country, unregulated capitalism without the help of the non-profits we provide the helpful the people that fall between the cracks in our society and i worry that with the government cutting back and the competition the way it is it’s going to be hard and hard and harder also. Europe, which never was here before, is now facing the situation where their governments are cutting back. They never had a non-profit sector, they relied entirely on government support. Every university in europe is supported by the government. Oxford cambridge is so bone, everyone now ox it hasn’t office in new york, cambridge has an office in new york and everyone overseas we have more people in our class is now trying tto learn fund-raising from europe, asia, china every place that’s going to give you a great deal of competition and so i don’t spend nights worrying about it. I am certainly concerned about it and i would hope find may end that i’m too old to see the end of it. But i would like to see fund-raising fundraisers, given the recognition that they deserve, and each of you in this room have that obligation. I could be proud of what you’re doing to make certain that when you work in any agency, people know that without you, that agency is going to close that this is a dignified profession, and you have to carry that flag. Naomi levine is the executive director of the george heimans center junior junior center for philanthropy and fund-raising at new york university. Thank you very much, mrs living. Do we have time for where i think you have time for maybe just one or two is your question? Go ahead. Carol weaver, please just shout it out. I’ll repeat it. Go ahead, have a great fan of what you think about. It fundrasing coming together to create a voting bloc we are. Your economy. As i’m told, hyre grayce counting together issues. We could be a voice in albany for your force, which, of course, i’m very. And for other things, like maybe creating a bank. Non-profits jim, i think it’s the syrian say once you make a finger together, you make of this. If we have concerns go ross the industry, could we not consider and i can’t think of a better well, but there are s o the question is generally about how the non-profit sector could organize to be a more cohesive voting bloc now, but their organization, like independent sector, you know, so there’s that what else would you like to sell? Well, i can say is most of those organizations are run by their executives, as most organizations are in the average member plays a very minimal role in your right. If the average member played a bigger role and then insistent, i’m sure nothing. Then you would have more effective involvement in albany and other places, but you have the organizations around there’s, a million of them it’s just sort of my book there, not doing anything, uh, along the lines. And i think that should be done. Yeah. Does independent sector is that one of the groups that opposes broader on government oversight? So nobody should fortuny chelation hearts of then that would be a yes, doug white does, even though you panned his book, doug white support, sir, we’re gonna have dug it up for rebuttal after this. Is there another? Is there one more question way have time before mrs levin leaves. All right, please join me in thanking her again. Naomi living. That’s my interview with naomi levine, recorded last month at the reception that i hosted for the show at the helmsley park lane hotel. We take a break now and after the break. It’s, tony’s, take two, and then we’ll return. After that, with claire meyerhoff talking about excellent events to keep your audience is awake. Stay with me. Talking alternative radio twenty four hours a day. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. No. Welcome back, it’s, time for today’s edition of tony’s take two, i’m giving away two ipads to fans of the show and you can get details about this contest on my blog’s at m p g a d v dot com the first of the two is going to the first three hundred and thirteen people who liked the show that was those were the people who liked it before a certain date. It was may twenty third when we announced the beginning of the contest, so those three hundred thirteen people are automatically entered in the first drawing and that’s my way of saying thanks for being one of our early fans. If you want one of the first three hundred thirteen, then you can still win because we’re giving away the second ipad and the details of how tow enter the contest if you’re not already in from the first three thirteen, asai said, is on my blogged m p g a d v dot com. The contest drawing is going to be next thursday. Sorry. Next friday, june tenth, that’s at the association for fund-raising professionals new york city chapter there event is fund-raising day and as i’ve said previously on the show, we are a media sponsor for fund-raising day we’re going to be on the exhibit floor, i’ll be doing interviews for future broadcasts on this show of the interviewing, the seminar speakers or as many of them as we can schedule. There are something like seventy five or eighty seminar speakers can’t do them all in an eight hour day, but we’re gonna get a bunch of them and at the end of that day i’ll be drawing the two winners for the ipads. So join the contest, learning about it on the blogged and we’ll be making those. I’ll be doing those drawings on friday, june tenth at fund-raising day next friday, that is tony’s take two for friday, june third. Now i have a pre recorded discussion with claire meyerhoff about smart event planning howto program events to keep your audience is engaged and awake here’s that interview? I’m now joined by claire meyerhoff. Claire is a marketing specialist for non-profits we’re going to be talking about your five minute program, super streamlined events that keep your audiences informed, engaged and awake. Clare is a marketing specialist who works with fundraisers and nonprofit organizations she’s, a former broadcast journalist with lots of acronym big acronyms, cbs radio, x m and cnn and during those stints she covered lots of events either covered or attended hundreds of non-profit events, she combines that experience with her production skills to help non-profits design and execute programs that are entertaining, informative and concise. And we’re going to talking a lot about concise because the topic is your five minute program. I’m very glad that claire’s work brings her to the show today. Claire, welcome. Thanks, tony, thanks so much for having me, because this is a great forum to share with the non-profit audience about events which are so so important. Yes, i’m pleased to have you back clears a repeat guest and also the creative producer for tony martignetti non-profit radio clear, i think organizations don’t pay enough attention to planning their their events, their program. What advice do you have? Well, i think that in my in my little a world where i where i come up with little acronyms for things, the little names for things i’ve just come up with this is i was waiting to come on and that’s that i think the event and specifically the program portion of the event is the final frontier of fund-raising you could see that you can see why claire is the creative producer of this show, she’s waiting on hold to join the show and she comes up with final frontier fund-raising please go ahead. Elaborate. Sorry, it’s it’s, the final frontier of fund-raising is what’s what’s. The first step of fund-raising is just is just the ask the simple. Ask, you know your son is raising money for jump rope for hard, and he goes to the next door neighbor, and says, would you support me and that’s an easy one, right? Because that’s the neighbour, and not for very much money so that’s that’s a pretty easy ask so that’s, sort of the first frontier of fund-raising and then we go, you know, down the line for very sophisticated asked, and even, you know, planned getting and thank you she she mentions plan giving say so dear to my heart. Yes, the more sophisticated you know that’s sort of a deep frontier of fund-raising it’s a long time before you get that donor to the point where they’re goingto do a bequest a charitable gift, a new innovation so there’s, all these different levels of the ask and fund-raising and when you put on a fundraising event, that is the time of year where you’re celebrating your organization, you’re having fun with it. You’re inviting all these different people to come. They bought a ticket for thirty dollars, seventy five dollars, one hundred fifty dollars, six hundred dollars, depending on where you are and how fancy your event is. So now these people have come and they’re all dressed up spent a lot of time on the food and the orders and the decorations and we have balloons or should we have four kids? And what should the place look like? Should we have strolling singers and acrobats running around our event hall? So it’s it’s very events are very labor intensive. Start my clear greenlee labor intensive and then when i found from working with non profit organisations, is that the program part of the event is almost an afterthought. It’s something that happens maybe the week before or even i’ve seen it the day before where they say okay, well, who’s going to get up and speak and what? Are we going to say and who’s going to say what? And the program is really one of the most is more important than the little shrimp order bs that you serve? Or if you’re going to have caviar or little tiny hot dogs? It’s much more important what you actually say to your donor’s while you’re up, they’re on a stage and you have their undivided, hopefully attention. So that’s, why it’s so very important this is an opportunity for you to speak to donors, whether they’re long time dedicated donors or they are that donor’s guest at the event. So let’s say you have someone they’ve been coming to your event for ten years, and they are very good supporters. They’re in your hair in your special circle, they give you twenty, five hundred dollars a year and they are very important donors to you, and they have brought their friend, their neighbor, who they would like to introduce to your organization. So this is your chance to speak can not only your dedicated donors, but also your your new donors, your potential donors, potential friends of your organization so it’s really, really important? It’s almost more important to me than just about anything else, except perhaps the auction if you’re going to have an auction. Okay, so that’s really important. So so clearly now the program of those people you are on stage, you’re on the air, you know, let’s say your, you know, a newscaster, and you have five minutes or ten minutes to talk to your audience. What do you tell them? You tell them the most important news of the day or things that you think your particular audience is interested in learning about so that they don’t shut you off or turn you off. So think about your guests as viewers that are watching your little show about your organization, and so you’re recommending claire the five the five minute programmes you want, you want the program to be more important than whether the bunting matches the flowers clearly and you have the really the five minute program tell us about what buy-in organization should be doing at this gala in just five minutes. Well, there’s, a lot that you could do in five minutes and you have these people and they’re usually sitting there right there, the round tables in this big room at the d’hotel and they’re sitting there. And what i like to say is that your guess? Our donors and guests and friends, they’re not hostages, they’re not a hostage for the next five minutes ten minutes a half hour to your speakers and your program, they’re your guests and they could just get up and leave, but they’re much, much too polite to do that. So your goal is to keep them engaged and keep them informed and keep them entertained. And i think that that’s the perfect way say it and so what’s, your first step is you want to, you know, welcome that you want to greet them. That’s easy to do, you don’t have to say a whole lot to greet them. You don’t have to go on and on with the greeting. You just simply you know, thank everybody for being there. So that’s, the most important part is to thank everyone several times. Justus, you would thank a donor several different ways of very you know of a good donor. You would thank um, several different ways you’d call them you send them a note? You didn’t fight them to a little event. You thank them in a lot of different ways, whereas whereas we’re as we’re developing the program, who should be the key speaker who should be the first one up to say thank you? Well, the first one option to say thank you should be really quote the host of the event, whoever that person is that was kind of the most important person in bringing all these people together. So let’s just say this particular year you have a local person who’s very well loved. Maybe you have the local weathercaster from the tv station whose daughter has really benefited from your after school program that you’ve been running for years, and she’s decided this year to step up from doing something kind of simple to being the chair of the event. So let’s, just say she has been very, you know, she’s been key in planning this event and that’s why people are there, she should be the person that should get up and thank everybody, not the executive director of the organization, so it should be that key person that people are going toe really appreciate them getting up and saying thank you, so think, really think about and not just go to the default like, oh, we should have, you know, our event chair. Or we should have our executive director get up and speak so it could be, you know, anybody that you think is that person that everybody that’s in the room would be interested in having them thank them. So come up, come up with who that person is, and and that person kind of plays the role of the host and that is a simple little roll of just keeping keeping things moving along because it is a little program it’s a little show, just like when you watch jay leno, he is the host. He keeps the show moving along. Yes, the band plays. Yes, the guests come on and talk. Yes, there’s. Some other there’s a singer performing or something like that that jay leno was the host that he keeps things moving, so appoint someone the host i can think of another host isn’t isn’t there another host you might like to use as an example? Most of ah, a radio show, perhaps, who keeps things moving along and has guests and they come in and is there possibly? Another example besides jay leno. Oh, what a coincidence. Oh, thanks, carrie grayce non-profit radio show on the planet. As far as i know, i didn’t ask you to say that part. Thank tony keep things moving along and he decides what the show is going to be like, and he can keep things moving along and makes people feel welcome. And most importantly, tony martignetti is a radio host. What he wants to do is keep people entertained and engaged and informed and staying on. Dh claire, i have to tell you, just clear to my role we just have about ninety seconds before the break and you had just explained who the the first guests should be. The main host should be thanking everybody in just a ninety seconds til we have before a break what should come after that person in your five minute program? Well, in my five minute program, i could probably do that. I’ll run the whole program down for you in ninety seconds, and i’ll do it head into the brakes. So your first thing is someone greet, greet the crowd. The next thing is they tell them why they’re they’re so tell them something important about what’s going on right now that they might not know about. So you know you’re here because because this year we’re launching this major endeavor where we wantto, you know, we serve fifteen schools now, and by this time next year we hope to be in every school in the county and that that takes a lot to do that. So tell them something very important give them some news about why they’re there and why it’s important then the next thing that you khun dio is is simply give someone a gift and that’s my favorite way tio, to build a program around the gift. So say it’s an after school program and you have a teacher in the program who’s really done fantastically she’s done wonderfully. And her dream is tio, you know, take the kids, ice skating or something and do these different things for the kids. But she needs a certain amount of money to do it that’s outside of the normal budget. So this is a great way to honor this person. Plus explain a little bit more about your mission so you can say, you know, we have our guest. Of honor tonight is, you know, mary katherine stewart, and she is the director of such a program and she’s been here for twenty years and she’s done extraordinary work and we would like to say thank you to her tonight. Then she comes up and you say, and we have a gift for you, mary, catherine and it’s, something that she doesn’t know about. You know, we know that you’ve been dying to take the kids to the brand new skating rink, so here is a gift certificate from the skating rink. They’ve agreed to do this and that and the other thing, and claire, we have to leave it there. We have to leave it there. We’re gonna take a break and we’ll pick it up after giving a gift. This’s, you didn’t run a few more than ninety seconds. My guest is clear meyerhoff taking over the show she’s, a marketing specialist for non-profits. Please stay with us getting anything, ending the ending you’re listening to the talking alternate network e-giving duitz cubine dahna. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Buy-in are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning morning, alison. As a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Dahna welcome back. We’re in the midst of the five minute program with my guest, claire meyerhoff of marketing specialist for non-profits and claire, we were so far have covered the greeting, why we’re gathered, give a gift what are the other elements? Just briefly of your five minute program and they will dive into a little detail? Well, the other elements of the five minute program are basically what you feel like you absolutely have to include so that’s where, you know, you’ve decided that well, we have our board chair is retiring this year. We need to honor him or we have a new director. We need to have him speak. He has to speak. If he doesn’t speak, you know the world will collapse. And that’s that’s what’s really important with the program is to completely tryto limit the number of people that are getting up in speaking. And then the next challenge is to limit the amount of time that they are speaking. So if you could give people something to do rather than just give them this open ended, we would like you to speak that’s your first step in in controlling on and that’s something. To do was probably give a gift. Let’s, let’s, explore that. There are two things i definitely want to dive into e-giving the gift and sharing your timeline, but let’s talk e-giving the gift. What do you mean by that? Well, in the giving the gift is this is a way for you to do it numerous things with one simple gesture, one simple action, and that is you can have the, you know, the giver of the gift could be an important person. So let’s, just say you have a new executive director and it’s important to introduce him to your crowd, but you don’t really want him to speak for ten minutes and give his resume and his vision for the future because you’re going to bore your audience with that. Yes, so instead you can have your new executive director give that gift to the woman that has done a great job for your after school program for the last twenty years. So this is where you if you have an honoree, in other words, you’re saying this is this would be a great opportunity to honor that honoree by having that the special person give a gift to the honoree is that what you’re talking about? Exactly? It gives everybody like something to do, as opposed to just an open end, and we would like you to speak or we’re going to, you know, give you this award, so please get up and speak for a half an hour, and boris altum also tears. So if you have this honoree that’s, a way to introduce them, so you let’s just say it’s, the new executive director, and and she has come from, you know, let’s, just say you’re in st louis and she’s come from new york city, and she used to run some big organization, and now she’s with you and and you want to let people know that so that you introduce her? You say we’d like to introduce our very new executive director she’s part of all our exciting plans for the future and she’s come from new york and and she’s done this and she’s done that and it’s a better way should do it rather than have the person talk about the selves, because when people talk about themselves, it’s one of two things it’s either they you know, go on. And on and on to tell you how great they are or their humble like hopefully most people are, and they don’t like talking about themselves. A lot of people have said to be really don’t like talking about myself, so let someone else do it. And in this case, it’s your host of your event so they could say we have our new executive director. I’d like you to introduce her to you, she’s come from new york where she ran this, that and the other thing, and we’re so excited to have you we could not possibly dream of ever having a wonderful person like this here in st louis helping our organization. And we’re gonna we’re gonna put her right to work by announcing who our honoree is this year. So then your your first honoree, really? Your new executive director gets up and then they know all they have to do is say, oh, thanks saying that night so happy to be here in st louis. I love it here already and there’s so many great people here, and i’m going to tell you about one of them right now. And that’s mary katherine stewart who? Is our executive, you know, our director of our programs and is doing it for twenty years done such a great job, we have a gift for you, it’s exciting, you know, trip, you can take your kids on whatever it is you give her, and then the executive director gives the gift to your other honored person. Now all your other honored person has to do is say thank you for the gift you have to say anything else and look at the things you’ve done now in a very short period of time for your audience, your donors, you’re dedicated donors and your potential donors, your new friends, they see that you have great people working for you. They see that you’re very generous and that you have your act together, that you went out and got a gift for this person, that you could afford to do that, that you’re not dying in this economy, like so many people are cutting back, you actually went out and got a gift for this person. Perhaps the gift has something to do with another sponsor. So in this case, i’ve come up with this skating rink where thie person the honoree is going to take her kids from her program, and so now that skate rink gets a nice big thank you in front of the whole crowd of people. So you’ve now brought in another spot, sir, and you’ve, you’ve highlighted somebody else. We have a right and a small amount of time. Thank you. And you’ve also explained a little bit more about your mission e-giving should have something to do with way have to move on to the next topic i want you to share your ideas on, and that is you alluded to it the value of the timeline, but we just have about thirty seconds. Claire what’s what’s the value of the timeline and who should we be sharing it with? Well, a value of the timeline is that it keeps everybody on schedule, so someone needs to be appointed a producer of an event, and that should be someone with experience doing something like that. They don’t have to be a professional producer, but just someone that knows how to make the trains run on time and everybody knows somebody like that and you say we have five minutes. How are we going? To fill that up and they come, they just do a little run down timeline. What happened? You know, from the you know, the first minutes of the second minute, second minute of the third, fourth, fifth boom and if you try to make it five minutes on paper in reality it might be about ten minutes long. We have to wait. We have to stop there. I’m sure there’s also value in sharing that timeline with the people who are going to speak so that they see you speak for one minute you’re on for two minutes and all of this adds up to your five minute program super streamlined events. My guest has been clear meyerhoff marketing specialist for non-profits you can contact claire through my for the facebook page on the website because she’s, the creative producer, and that’s the way to reach her if you’d like more information on her five minute program. That was my pre recorded interview with clear meyerhoff, who has so many good ideas that she was challenging my own timeline for this show that week. I want to thank naomi levine for being a special guest at the shows reception last month and being the guest on today’s show and also clear meyerhoff next week is going to be a show from the archive, but i don’t know which one, so when i make that decision, the best way for you to hear about it is to keep up with what’s coming up and sign up for our insider email alerts. You could do that on the facebook page, just the name of the show on facebook dot com and you can sign up there to get weekly alerts and you’ll be the first to know what next week’s show is going to be. Well, you’ll be second, i’ll be first, then we’ll be third first to me, then i tell sam liebowitz the producer he has to know and then he’ll bu but it’s early, you’re still number three is not bad, its much quicker than waiting until next friday to find out much, much quicker what the show is always on itunes you khun subscribe. Listen, any time on the device of your choice, you’ll find our itunes paige at non-profit radio dot net the creative producer of the show is claire meyerhoff and the show’s line producer as well, as the owner of talking alternative broadcasting is sam liebowitz on our social media is by regina walton of organic social media. Next week, we will be at the a f p fund-raising day conference live doing. I’ll be doing live interviews for later broadcast, so that’s, why next week will be a re broadcast, and then after that, you’ll hear the interviews that i’ll be doing next friday. I hope you’ll be with me next friday, one o’clock eastern here on talking alternative dot com. Durney duitz e-giving thing to do. You’re listening to the talking alternative network waiting to get in. Duitz things. You could are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Do you love movies, then join me and share your opinions about them on the radio. This is mike, a movie fan like you, starting made tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com you’re listening to talking on turn their network at www dot talking alt-right dot com, now broadcasting twenty four hours a day.

Nonprofit Radio for May 20, 2011: Pay Attention to People & Have People Pay Attention to Your Website

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Alice Aspen March

Alice Aspen March, founder of The Attention Factor, she has studied how to be present and give attention to others. Her work will help your relationships with donors, co-workers, board members and volunteers.

 

 

 

Scott Koegler

Scott Koegler, our tech contributor and the editor of Nonprofit Technology News discloses how to make the perfect website for your nonprofit.

 

 

 


Top Trends. Sound Advice. Lively Conversation.

 

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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“Like” the show’s Facebook page.

Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is the link to the podcast: 042: Pay Attention to People & Have People Pay Attention to Your Website.
View Full Transcript

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Dahna for-profit radio big non-profit ideas for the other ninety five percent of your aptly named host i hope you were with us last week when it was e s two event sponsorships and email security karen perry, president of eventjournal, shared her ideas about how to cultivate, solicit and steward corporate sponsors to raise big money for your events. And i had howard globus, the president of t on demand, with strategies to keep your email safe and sound and away from snoopers, and he shared info on a great non-profit discount site for getting significant email and data security savings. This week, it is pay attention to people and have people pay attention to your website. Alice aspen march is the founder of the attention factor she has studied how to be present and give attention to others. Her work will help your relationships with your donors, coworkers, board members and volunteers, and my second guest will be scott koegler, our regular tech contributor and the editor of non-profit technology news he’s done going to disclose how to make the perfect website for your non-profit so that it works for you and people pay attention to it, pay attention. This week, as we learn how to give and get attention, and on tony’s take two this week, last night’s reception at the helmsley park lane hotel for the show was a great success. A lot of fun. A good number of people came out, and i did a special interview for the show. I’ll talk about that, and also why i do radio that’s this week on tony’s. Take two. So, after this message, i’ll be joined by alice aspen. March, chanda pre recorded interview about paying attention to people. Stay with us. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set two one, two nine six, four, three, five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs right now, i’m joined by alice aspen march, the founder of the attention factor, you’ll find that at the attention factor dot com alice is has appeared on many television and radio shows and has been extensively quoted in print and online outlets talking about attention. Alice aspen, march welcome to the show. Thank you, tony alice, there aren’t many people talking about paying attention and giving attention to others. What first do you mean when you’re talking about attention? Well, first of all, you’re right, nobody is talking about it like i am paying attention is the most important part of our lives because attention is with us twenty four seven and people know today when you’re not paying attention, especially when you’re on your cell phone or you’re texting or you’ve got your earphones on or you’re looking at your computer or your answering a phone, and people feel that what i mean by paying attention or being present is when you are listening to somebody when you are looking at them, when you’re in their energetic field and when you’re not, people can feel invisible or not respected or not included are angry and they they withdraw. They act out. The roots of your work are pretty personal. Yes, they are, because i have three adult sons. And one day i discovered that my youngest one, who had been a television addicts nobody was talking about that at all at that time had gone on to abuse drugs, and i was really terrified tony, that i could lose him. And so i went looking for the role i played in his dysfunctional behavior and att. First i changed my life, selby, but i didn’t know what i was looking for. It was very frustrating until i had an epiphany in a u c l a extension class. I lived in los angeles at the time. I had an epiphany over the word attention, and i knew that was a clue. So then i went looking for everywhere. I could find anything about it, and strangely enough, the on ly place iphone. It was attached to a d h d and a d day, and that wasn’t really what i was looking for. So i went further into the subject and i have a generalist mind. And pretty soon i realized i was reading about attention, but they never used the word. So in about a year, i had a body of work, which i took to a spot that i’d spoken at years before, and i realized that my subject matter resonated with everybody, because attention is everybody’s primary need my guest is alice aspen march, founder of the attention factor, and we’re taking your calls today. The number to call for alice is eight seven seven for eight xero forty one twenty eight, seven, seven for eight xero for one to zero for calls to alice aspen march alice it sounds like with greater attention we can increase our own and maybe and probably other people’s productivity efficiency as well as well being. Tony, you’ve just said the magic words. Yes, the deprivation of attention leads two it can lead to disease, it can lead to violence it can lead to stealing in in corporate the corporate world, people need attention and when they don’t get it, they’ve got to act out. So when they do get the kind they need, of course, productivity goes up. Morale in a corporate world goes up people’s relationships change and our positive i’ve had people who have heard me on a ship or in europe or new zealand and say to me afterwards, i don’t believe this why haven’t we heard this before? You basically just change you saved my daughter’s life or i’m going home and treat my employees differently, or i’ve got to do something about my wife or now i know what’s been wrong in my marriage for forty three years, yes, is this is obviously pervasive work that you’re doing affecting personal and professional relationships and to bring it home for our listeners, i’m thinking about relationships with boardmember sze volunteers, co workers, co workers may be working for you or you’re working for them or against you when you mentioned violence that makes me think a little bit of that phrase going postal violence, that’s not the only place the postal service is not the only place where people where we’ve seen violence in the workplace, certainly, but it can rise to that level. And is your sense that a lot of that violence stems from people not being respected and getting attention in words of one syllable? Yes, and, you know, of course, that expression going postal came out of the post office. You see, an exit interview is vital for people that you’re letting go because it’s a closure for them, and if they don’t get that when they don’t get that, they feel invisible. And he certainly went back to the workplace and made himself visible by taking out a lot of people, you know? And even more recently, there was something in in binghamton, new york. Yes, on alison. And just the minute we have left before the break. Alice really back, of course, after the break, may be there just one one way. You can give us one or two of listening better. How can we be better at giving attention? Well, first of all, you could turn off all your tech stuff. Okay. So, she’s vital. Vital tony? Yes, that’s a that’s first and foremost is my cell phone on vibrate? I think, yes, i did do it for the show. But, yes, you’re right know where we have we have kottler way have become immersed in a culture that does not listen does not listen to each other and it doesn’t seem to be getting any better. And people are feeling out there talking about that more. That he doesn’t listen to me or they don’t listen to me, or she doesn’t listen to me. We’re going to take a break. Alice, my guest is alice has been march, founder of the attention factor. Please stay with us. E-giving defending the tubing. E-giving ding, ding, ding, ding. You’re listening to the talking, alternate network, getting anything dahna. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second, at ten am for love in the morning with morning alison, as a professional matchmaker has seen it all, please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Oppcoll welcome back. My guest is alice aspen march. The founder of the attention factor at the attention factor. Dot com alice. Right before the break, we started to talk about ways that we can give attention in in much better ways and pay attention. Mohr and you mentioned turning off our tech gadgets. What? What else? How else should we be bestowing the attention that is so much needed by the people we work with and live with? Well, certainly one way in a unique way. That’s not very usual is to ask them. Ask somebody what kind of attention would you like from me? And i could bet that they don’t even know. So the next sentence that you would share with them would be. You may not know right now what kind of attention you want from me. But when you figure it out, please call me. Please let me know. So i can either give it to you are we can talk about it o r o r it would make good conversation. So you think in a professional relationship that’s ah, that’s. A fair question to ask. Now, this is let’s say, boss and employee and the employees, i guess asking the boss what kind of attention do you need from me? Absolutely. Yes. First of all, it makes the employees feel visible that the boss really cares about her or him, and it opens up a whole world of communication. Absolutely. Alice, we have a caller. Barbara, welcome to the show, barbara how thank you what’s. Use your question for alice. Barbara. Well, the friends that i want, i know that i’ve turned with computers so that i’m giving her one hundred percent of my attention. Thank you. Also, i grieve if what you’re saying and i tried to do that, then how can you paying attention to someone when you, when you’re talking to someone who just talks in circles, who never gets to the point? And it could just get frustrating? In-kind that when that happens, my mind, i just go where had also focus, focus those difficult, sort of, maybe frustrating, even moments when someone isn’t getting to the point. Alice so what do we do, what we do in that situation? First of all, how do you feel when that happens? Barber to you, that’s important to realize how do you know when i’m not getting to the point. Yeah, well, you’re feeling frustrated, right? Okay, well, probably one thing you could certainly say to the person is i don’t think you’ve heard what i said because i’m feeling very frustrated about something right now. That’s a direct communication, okay, are you got to say that? Well, i’m sorry to hear that. I know they would have had to see that that’s a good thing to say, oh, good are i need you to repeat back what i’ve just said to you, so then i know that you got it because it’s really important, alice is clearly all about open communication that sounds like the advice that you’re giving not to be afraid to sort of, i guess, obviously politely but firmly ask for more, ask for the attention you’re seeking and in case of barbra’s question, ask for affirmation of what it is that you’re looking for are acknowledging tony, close communication doesn’t work, so you have to have open communication, but you have to know really what you need and if you need somebody to stop talking in circles, which is so really normal, you need that you have. To you have to let them know they’re really not getting you a zay said the way to get the way to alert them to that is to get to never repeat back what you’ve said, barber, does that help you? Thank you. All right, thank you very much for calling barbara. The number to call if you’d like to talk to alice is eight seven, seven for eight xero forty one twenty my guest is alice aspen march, founder of the attention factor. Alice let’s focus more on how we can be better at giving attention be more attentive. Eso you’ve mentioned turning off electronic devices? I mean, those air obviously distracting, and your point is people feel that distraction, um, asking for attention, asking what type of attention is being sought. Are there other ways that we can be better at this? Well, once you ask somebody what kind of attention they need and you start a conversation, you’re going to get lots of information, they’re going to tell you what they need and how to give it to them and and and miracles happen. First of all, you’ve got to know that way are three different kinds. Of people, some of us need attention visually, some of us needed auditory lee. Is that a word? Yeah, auditory and another. Some of us need a kinesthetic lee. And when you established in aesthetics is movement correct? Like i’m flailing my arms right now as i’m talking to you, right? Well, you can hear it in people speech. They will either say, you know, i really see what you’re talking about. I hear what you’ve said. I really don’t feel that well, that’s a big clue that comes from really listening when you get that clue, you could address that need in that person and put it in put your conversation in visual terms or auditory terms or keane aesthetic terms you don’t. I’d like to talk about retention. That’s a new popular issue right now, it’s not only an issue in in your area but it’s in the issue that i’m working with now college kids, you know it usedto only belong in the corporate world. They would talk about retention because people leave. There was a tremendous turnover. Well, college kids, they’re not leaving and trustees air now leaving and i believe firmly cause i hear this from enough people that they leave when they don’t get their needs met and their primary need is for attention. We’ve had a show actually about retaining the good employees that you work so hard to to recruit way look to recruit the best not only employees, but also board members and volunteers and it’s difficult for the organisation when there’s a lot of turnover. Um, your point is you think some of the this turnover could be reduced if people would just be more open about what they’re needs are around attention and fulfilling those needs. Toni, i’ve got lots of research in my files showing that employee turnover khun b reduced when employees start to get the kind of attention they are they need, and i’ve worked with a group. The bottom line personal publication corporation had a fall fabulous experience. It was an experiment. It was called i power. Yes, tell us and they were losing a publication and they had tremendous turnover and stress in their workplace. And they developed this experience where they got their employees to tell them how they felt they could do their job better. There was a process involved in this. But not only did employ turnover cease, the bottom line went up and and the hundreds of dollars were saved in tiny ways, because employees know about waist and they really don’t want to waste their time, nor their owners resource is that it was a miracle. I took that course twice to see if they were doing what i wanted them to do, and they were a fabulous story. Fabulous. This reminds me two of something that was in the is in the news very recently, there’s ah, a university, harrisburg university of science and technology. They’ve decided that for one week they were going to turn off access to all social media to the students so there would be no text messaging, no facebook access, no twitter access for for a solid week and these air all the sorts of distracters that you’re talking about and what happened? No, they haven’t done it yet, it’s coming on, i do it. I would like to know what they’re going to do. I mean, how it turns out, you know, there was a president of santa monica college when i lived there who decreed dead for one hour, just one hour a week, his staff and his service people would do nothing but read that’s. What he proclaimed and the whole campus changed. People were starting to talk to each other again. The gardeners were talking to the only students because everybody want to know what the other person was reading. The point is, we need that in our lives. We need a turnoff. We need to start looking at people and paying attention. You know, i just moved to new york from los angeles where i spent my life in a car isolated the difference. And living here is so overwhelming because i take the bus is i take the subways and i look at people and i talked to people. People are people, people are people all over and they want to be talked to. They want to be looked at. They want to get directions if they look like they’re lost. I stopped. I stopped a couple of the other day in grand central station because the man was taking a photograph of his wife and i said to him, how would you like me to take a picture of both of you and this guy? Smile? From ear to ear, he couldn’t believe it. A small gesture. You and i met on the subway. We met on the atria. We did did that’s how we met on the time we got to know each other. If someone has a difficult relationship with let’s, say a boardmember because that’s, those can be sometimes the most the most excruciating. Ah, they where should they really start to try toe engage the person mohr or teo sort of hell. The relationship. Well, i think if you really know that the relationship is out or not working, you ask him out for lunch and you say, you know, i’d like to talk to you about a few things and that’s when you could say, you know, i get that there’s not a lot of attention around here. What kind would you like? Are we are we scheduling meetings at the wrong time? Are you being harassed by my staff? Are you getting too many emails? But, you know, over food, some wonderful things happen, and generally a person when you’re eating with him will be more comfortable and feels safer. Ah, and you could ask him, of course, if this is a good time to talk about what’s going on that the non-profit you’ve gotta enroll, people enroll in an engage in rolling and gay just asked permission permission for what? I ask permission to talk to him about what’s going on at the non-profit that is attention. I happen to like your idea of sharing a meal with someone it’s, it’s, it’s, a physical, sharing your sharing a physical space, the table. I also like that meals in a restaurant are timed. We know the flow exam there also are going to be the office interruptions because you’re out of the office and adhering to your advice, you’ve turned off your cell phone. You want to be attentive to this person? So you have you’ve eliminated distractions, hopefully, and then there’s the physical level of the physical, but the sharing of a meal and be sure you pick up the bill don’t let him i want to give you another example that occurred in one of my workshops. Ah woman’s boss would call her in for a meeting, and either he was on the phone or on his computer or texting or something, and the meetings were generally disasters. Because he would give her moments. And she said, what could i do? And i said, next time you see him in the hall say, could i have seven minutes of your time with no interruption? You know, if somebody hears is a beginning and the end, they can handle that. And so they a set aside a seven minute time and went in, and they had the meeting with no interruptions. And he was the one at the end of the meeting. Who said, you know, this has been the best meeting we’ve ever had in just a brief period. Yes. And she was she was elated because when she walked out of his office before she felt deflated, depressed, un respected and areva nails particularly invisible, which is a terrible place to be and they were able to turn it around in just a seven minute meeting. That’s, right without interruption. You doing a five minute meeting? Alison? Just a minute. We have left. This also gets me thinking about two types of people. Are you actually think of the movie pulp fiction? The scene with uma thurman and and john travolta? Are you the kind of person? Who listens or either kind of person who waits to talk? Yeah, good question. There are both in our land and i’ve been guilty of both. So i am particularly joining the first group where i listen until the people are really done. And you know, tony, i’ve had people say to me, you know, you’re really a good lister, so i know that it’s happening for them. Well, john travolta would admire you because he answers that he’s the kind of person who waits to talk, but he says he’s working on it. Alice, we have to leave it there. My guest has been alice aspen march, the founder of the attention factor you confined alice thehe tension factor dot com and i want to thank her very much for joining us in the studio. After this break, we’ll be joined by scott koegler. That was my pre recorded interview with alice aspen march. Hope you enjoyed that. We take a break now and when we return it’s tony’s, take two and then i’ll be with scott koegler and we’ll talk about howto have people pay attention to your website. Stay with us. Hyre you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunches. People be better business people. Buy-in hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com zoho welcome back, it’s. Time for tony’s, take two. I hosted a reception just last night at the helmsley park lane hotel for the show. We were in the leona helmsley suite, which was very nice that actually used to be the only helmsley’s home, so you could imagine it quite an opulent suite overlooking central park set on the forty sixth floor, and we had about fifty guests at the reception when it was a very lovely night, i interviewed naomi levine, who is the executive director of new york university’s heimans center for philanthropy and fund-raising and i’ll be broadcasting that interview with her on a future show coming up shortly. Also this week’s blawg post. Why i do radio i was at the nbc studio tour about a month or so ago with some friends who were visiting from outside new york, and we took the studio tour, and at the end of the tour, they asked for volunteers who want to record something in the newsroom. And as i’ve been doing since third grade, the mistake i’ve been making since third grade, i shot my handup and i volunteered and i ended up doing the weather for a brief newscast so you can see that video of me doing whether in the nbc studio on my blogged at m p g a d v dot com and i called the post me doing tv why i do radio that’s tony’s take two for friday, may twentieth with me now is scott koegler, of course, he’s, our regular tech contributor, he’s, the editor of non-profit technology news and we’re going to talk about how have people pay attention to your well website? Welcome, scott, how you doing? I’m good tony, how you terrific pleasure to have you back. Good to be here. All right, let’s, talk about websites and i’d like to just actually start with the name of the website the domain name. You have some advice around domain name for website i do i have funny of one of the things is that if you have a website, if they have one that was generated with one of the free utilities and your domain name, maybe something like by non-profit dot, three webs st dot com and you know it works. It gets people there but it’s not catching e i mean, people may know the name of your non-profit but they’re probably going to type in something more like my non-profit dot com or my non-profit dot or something. So the first suggestion is get your get your own domain name and they’re readily available, you know, for non-profits is typical to get the dot or ge extension. Typically, those will run ten to fifteen dollars, a year. They, uh and even if you already have one of those free websites that i just referred to generally use and replace the default pompel name that’s been given to it with your own domain name. Okay? And how does an organization by the domain name were first, you know, find out whether it’s available or whether they have to be a little creative? Maybe teo find availability. How does one do that process? How do you know what’s available? And then how do you do actually buy it? I have pretty much used go daddy, dot com or all of my domain names out there. There are some reasons that folks may not want to use go daddy, dot com now, those there’s a lot of political stuff going on around that, but my by much. More pragmatic than that, it works is cheap it’s, easy to use and advantages by thirty or so domain names pretty easily. Okay. Oh, let’s, stop you there. So so one person or one organization can own multiple domain names absolutely typically a comfortable on the set of domain names around their company names. So if my organization name is my non-profit, i will want to get domain name by not-for-profits not orders and probably dot net maybe dot info and even maybe dot com, though there we’ve got five domain names that’s going to be probably fifty dollars, per year. Okay, so not expensive, but you’re trying to buy all the all the possibilities around your name so that somebody else doesn’t exploited. And then you’re constituents get confused. Basically, is that it? Exactly? Okay. On dso really? So and as little as ten dollars, per year per domain name as little as yes, some of them are a little bit more expensive and some are ridiculously expensive, you know, in the hundreds of dollars, but the ones we’re we’re talking about here typically ten to fifteen dollars. Okay, so go, daddy dot com that’s a sight you’re recommending. For research, and then you also buy it through through them he simply type in there’s about as soon as you go there, you’ll see a domain name and that’s kind of like a search bar right across the top, and the most obvious thing to do is just type in the name of your organization and hit enter and they’ll come back and immediately. And they say this is available or it’s not available. It’s not available, it’ll will suggest alternatives for you, so i won’t get into what those might be. But it automatic it’s a great tool. It’s really kind of guide you to it. Ok? And if the name that you want precisely is not available that’s why i was suggesting earlier you might have to get a little creative with some variations or i guess using hyphens things like that. Okay, i don’t want to go too far straight because you do want people that were looking for you to be able tio type in your organization name as closely as possible. Of course. All right on dh. Then you have advice about email accounts also using the same name. Right? Right. Once you have. A domain name, then you khun sign email accounts to that domain. So if you have a volunteer ten volunteers in your organization and maybe three staff members, the chances are that right now, if you don’t have a domain name that each one of those people is goingto have their own email address is going to be, you know, hotmail, dot com or gmail or, you know who knows what? And it’s very it’s tough or people on the other end, people receiving e mail from them to immediately recognize that they’re part of your organization. So with the domain name that is assigned to your organization, you can typically and again prices vary and facilities very go. Daddy does have that facility and i can’t remember off hand how much they cost. Ok, so that’s something you’d you’d pay for additional isto have email accounts with that domain name, but your point being it’s worth it for identity it is and whether it’s traditional price or not depends on the the provider. Ok, if left you the credibility and the direct relationship so people get a an email from scott, my non-profit dot com they know that i’m with non-profit dot com. And they get scott at gmail dot com. They have no idea who that is. Yeah, it sounds like you know, you sound like you. You appear to be a more professional, more together organization that way. Yeah. And i would argue that this by the fact that doing that you actually are okay. All right, well, it’s the reality as well as the perception. Okay, if we could get both that’s great here, sam. Shallow. I just go for the perception. I’m all facade, it’s, all plastic. But scott is a genuine person. He goes for the death and reality depth of character. Not like me. What? So let’s, talk about some features. Okay, so you have your domain name and you got your email accounts affiliated with it as right? Exactly your non-profit name, or as close as you can get. What do you like to see on that site so that people pay attention to it and come back? No, in a variety of things. Okay. Let’s, let’s. Just take them in. No particular order. Okay? Content is king. So you need to be able to post updates and easiest way to do. That is what people normally consider a block. You know, a blogger is really just a bunch of articles that are listed in typically and dates sequential order. So you know, school down the list to see today just yesterday as you see the day before content needs to be on your site and give people a reason to come back. And that also, if you’re updating your block regularly keeps people a reason to come back because there’s fresh content yeah, exactly. And hopefully you’re being interesting and people talk about subscribing to blog’s. I have that on my website. What does that mean to subscribe to a blogger? Subscribe is simply telling the website hey, tell me when there’s a new blogged posted and there’s a variety was doing that, one of the most popular for website is what’s called a okay what’s jargon jail. Now, are you teetering on the edge of george in jail? You have to explain what are ss is our stands for really simple syndication, okay? And that by itself means almost as much as our ss. But what it does is it allows you to use a tool like google reader to bring that information either into google reader or actually into your email, so essentially i post a new block item to my website and your subscribe to it you’ll actually get a copy of that in your email. Oh, you get a copy of the block post in the email, not just a notice that there is a new block post get a link to it and probably the first. Okay, okay, so the description is email course that that’s a whole different topic, but yeah, well, we can talk about that, and and i want to remind people to that that’s something scott and i talked about when we did a feature called fabulous facebook, which was talking about your organization’s facebook page and that the remind i’m reminded of that conversation because one of the things got recommended was having of youth utility there, where people could sign up to get email messages from you. Get your regular email messages from the facebook page where they could sign up, and that was the february twenty fifth show. This year, it was called fabulous facebook. Okay, so keeping people current with your with your your blogged is it isn’t. It pretty common now that the block really is the website scott difficult? Yes, the block generally makes up most of the content of the website. And yeah, so that’s s o i think just, you know, a couple of years ago way used to seymour where there was a website opening page, and then there’d be a link to a block inside. But i see more now that the block is the opening page and i know that’s how i do it on my site, but i’m not saying that because i do. I’m following the trend. I didn’t create it and you mentioned facebook. One of one of the other subscription methods on this needs to be a feature of the website itself is that if you post a new block in addition to posting it to the speed, it will also automatically posted both to facebook and twitter. So all right, essentially, what happens is if a visitor looks the like button on the website and of course that’s, a feature that has to be enabled us. Well, then, that the person like the website and the here backed of liking the website in the function that is built into the website and then take that new block post and posted directly to facebook. So if your main interaction with the internet is facebook, it’s gonna pop up in your stream, okay, so you’re you’ve posted to your blogged and people who like your blogged meaning like it, as in facebook, like they’ll they’ll get your new block post on their wall. Is that right? Okay, all right, so these are a lot of these are a lot of interesting features. I mean, how do you build all these little things in, like posting to twitter automatically when you post a block or adding the like button functionality to your website? How did these little things get in there? Sometimes? It’s easy, sometimes it’s not cans on who’s setting up your web site depends on your website provider because on the tool, the i think previously talked about webs that you’re using, we’re pressed. Yes, we have talked about wordpress, right? And my my tool of choice is juma, and, uh, i know that i’m not familiar with that much with wordpress, although i believe that since it’s still popular, probably those incorporate or at least have yes, ability to incorporate some of these features and that’s the same thing with julia. Would scott wanted us spell jew melissa and give the earl for it to j o m l a and it’s a dot or gall, though dot com will get there as well? Ok, it’s open source free doesn’t mean that it’s that every part of its free but open source software, you could make use of it and that’s for creating a website that would include a blogger or creating a blogged that is the website. Yeah, it’s, kind of a little different from work best, which really started life as a blogging applications juma is what’s termed a content management system, and so one of the things that it manages out is a lot, but it also convicted advertising hyre wake up and we’re going to get to that after the break. We’re going to take a break, scott koegler will stay with us, and when we come back, we’ll start talking about accepting donations on your website that people are now going to be paying attention to stay with us, please. Talking alternative radio twenty four hours a day. Do you love movies, then join me and share your opinions about him on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us starting monday, may second, at ten am for love in the morning with marnie. Gal ilsen as a professional matchmaker has seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking dot com. Dahna there was one commercial in that break that was very articulate, something about non-profit radio hope it stood out for you the way it did for me. Hyre stay with me all day scott koegler is with us, our regular tech contributor, the editor of non-profit technology news, which you always find it n p tech news. Dot com scott about thiss online giving importance to a website important non-profits absolute and again it’s one of those functions that needs to be added to a website. Some tools make it pretty easy. Some require additional programming. Again, i’m really with julia and it’s, one of those add ons that can be put in a pretty, pretty easily. Most of these go to paypal, which is, you know, pretty easy to do. Yeah, i think that it’s generally recognized me there, and even with paypal, you can accept credit cards. Yeah, that is very common. And we did talk about that previously. Also on that february twenty fifth show. What about keeping your people your constituents? Apprised of what’s going on through, like through newsletters? How can your blogged support your newsletter activity? The easiest way is to use the block entries that you put in as just part of your normal update a cz your newsletter comes and that’s an alternative way of getting information to your constituents out an alternative who either the speed or the or the facebook updates. I personally like those letters because it gives me the opportunity to select out the articles that i want to present i could put him in the order that i want, i can add images, pictures, links to other what other resource is within it? And, uh, again, depending on the tool that you’re using, whether it’s, we’re press or junior or some other tool, there are functions that make it easy to say, okay, but this article, this article, this article put him in this order and send up main now almost. Okay, so now you’re repurpose ing your blawg articles for your e newsletter because i’m just so people know we’re talking about an online newsletter and e newsletter that people are going to get. My email, right? Yeah, but now that i don’t know what if people are regularly subscribing to your block, then your newsletter is kind of redundant for them. No, it can be. Some people like to get consolidated, but, of course, you need to be able to allow people to opt out of any of their subscriptions. Whether the newsletter subscription argast. Sabelo let them have that flexibility, okay? They’re complaining completely. Yeah, you’re breaking up a little bit there, so i’m just gonna repeat just a part of what you said, which was you need to give people the opportunity, the option to opt out so that if they are subscribing to your r s s feed getting your block posts the way scott described, maybe they want to opt out of getting your e newsletter, right? Okay, what should this thing this this website look like? Good question and that that’s really open to it kind of hyre the style of the organization, i mean, some can be very formal, some can be very informal. The good thing about most of these again, i’ll talk about weird press, and juma is that there is pretty much an unlimited supply of what’s called templates, and you can apply a template to your website and give it a new look and even change it. You can even change it from page to page if you want to, but the design really is a matter of taste and making sure that it fits within the overall style and perhaps not only style, but you might want to deviate from those templates to have ah, designer who’s goingto do something so that your site is identical to the rest of your visual identity. Yeah, can you? Usually if you are using the templates, can you can you usually import your own artwork so that you can at least have elements that are the same? Like, i mean, you want to bring your logo and if that’s possible is that is that kind of functionality? Absolutely. Those air parts of the initial sped up generally. And because of the way these things were made, there’s usually quite a bit of online help that either can say you go on to the support sessions and you say, how do i do this? Forgive you inspections for you pay a few dollars, get someone too, actually customized to exactly the way, okay? And you find the online help to be actually helpful. Decently robust? Yeah, they’re very good people. He’s kind of systems are, i guess mildly put it fanatical what they do. Okay? And so i think an important message for small shops is that you’re not alone. You’re probably not the first person to have. Encountered a problem with juma or wordpress? Used. Use the online help resource is all right. Wait just a couple minutes left. You know what i find always annoying tio have to look for and sometimes i don’t find it is a way of contacting the organization. You know, i’d like to go beyond your blogged. I’d liketo actually maybe talk to somebody. Or or at least we have the chance to email somebody. And sometimes you can’t find that so easily what’s your thoughts on contact. Well, the standard is at the bottom of the page. There’s a length that says contact their standard that’s pretty much always there. But, you know, certainly those states not they’re pretty frustrating, depending on how important it is the organization’s actually get contact. He may want make-a-wish prominent as the donate, but okay, and again, you were cutting out a little bit. So you’re you’re advice to make the contact button as prominent as the donate button if that’s important to your organization. Yeah, i know that’s the standard down at the bottom that should be looked contact, but and that’s, the first place i look, but sometimes it’s not there, and i have to go hunting for howto email somebody or send it if it’s not an e mail, send a message using the site ondo that crucible frustration leased for may. You don’t want your visitors to be frustrated that, uh, that’s a big deal, i frustrate easily, you know, because i’m shallow person. So it it all goes it’s all consistent with the shallowness and the facade and the perception it’s, it’s all bundled together and something that i need to talk to my therapist about, okay, we have just like a minute left. Scott, what about having a community? Is that like a place where other people who love love your organization, khun gather, is that worth doing? Or should that just be your facebook? Your organization’s facebook page? It depends on your community like everything else like you. Facebook is great if you want to have a relatively open community. What two people engaged it’s entirely possible to build a community function into your website. Juma has a couple of these that air very much facebook like except that they’re closed community. So information and conversations that go on inside that community, stay there, they’re not public. As they are pretty much in the on facebook and the other thing is that, uh, if you can set up your own terms and conditions of that that are much more favorable to those people that use it. In other words, facebook, anything you put on facebook is the property of facebook and they can do anything they want to, and you can kind of go the opposite direction of that say, ok, if you post anything here, you could take it off any time you want it’s your property if you put a picture up it’s your property and, you know, so sometimes it’s more advantageous to have this kind of locked up communities than it is to be open to the world. So it really eso it really depends on what the character of your community is that you wanted to be, scott, we have to leave it there. Scott koegler, our regular tech contributor and the editor of non-profit technology news, which you’ll find at n p tech news. Dot com on in that conversation scott ni refered again teo are the fabulous facebook segment that he and i did together, and you’ll find that again. On the february twenty fifth show, also, i was referring in a few places to my blogged on, if you want to take a look at that, that is that m p g a d v dot com my thanks to alice aspen march for letting us replay her earlier interview and, of course, my thanks to scott koegler next week is going to be a show from the archives, but i don’t know which one yet i haven’t chosen. So the best way to know about what’s going to be on this show is to keep up. By signing up for our insider email alerts on our facebook page, i actually take scott koegler advice and you go to the facebook page facebook dot com tony martignetti non-profit radio there’s, a link there that will let you sign up to get the weekly alerts for the show and that’s. How you can find out what’s coming up while you’re on that facebook page, you can also click the like button, become a fan of the show and then, as scott said, what we post on the show page will show up on your wall and that’s another way for you to know what’s coming up and that’s how you’ll find out what’s coming up next week because even i don’t know at this point, we’re always on itunes. You subscribe. Listen, any time on the device of your choice, go to our itunes page by entering non-profit radio dot net that will take you to our itunes paige, the creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer. Today was janice taylor. Sam liebowitz is the owner of talking alternative road casting, but he didn’t produce the show today. Janice did. Our social media is by regina walton of organic social media. We did an outstanding job promoting that reception i told you about earlier. 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This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help piela we take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Do you want to enhance your company’s web presence with an eye catching and unique website design? 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Nonprofit Radio for May 13, 2011: Event Sponsorships & Email Security

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Karen Perry

Karen Perry, president of EventJournal, shares her ideas about how to cultivate, solicit and steward corporate sponsors to raise big money for your events.

 

I have a couple of questions for this segment. You can answer them here or on the show’s Facebook page.

Q1: Who solicits companies for your event sponsorships?

  • Staff
  • Committee volunteer
  • Board member
  • A combination of those above

Q2: In your largest event, what percentage of revenue is from corporate sponsorships?

  • 0-25
  • 26-50
  • 51-75
  • 76-100
Definitely NOT Howard Globus

Howard Globus, president of IT On Demand and guest contributor on this blog, reveals his strategies to keep your email safe and sound and away from snoopers.

 

He’s got some great nonprofit discount sites for major league security!

Here is a question for this segment.

Q3: Do you feel you have strong security protecting your sensitive donor data?

  • Yes
  • No
  • Not sure

Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is a link to the podcast: 041: Event Sponsorships and Email Security.
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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I hope you were with me last week when i had a conversation with craig newmark, and we also talked about everlasting endowment. The founder of craigslist joined me hey has created craigconnects dot or ge for non-profits and those who support them, and we talked about the site and its areas of support. Craig is an inspiration to non-profits i’m thinking about this the past week, the way he works outside of his comfort zone to inaugurate craigconnects when he knows it’s a good idea, but he doesn’t really know how it’s going to turn out. So i hope you listen to that. I hope you were with me for that show and of course, it’s always on itunes, and also last week i had the co author of foundation and endowment investing, kathleen rittereiser joined me, she revealed strategies used by big endowment managers that you can take home to keep your endowment safe and invested, right? That was a segment that your cfo and you’re bored should hear this week event sponsorships and email security. Karen perry, the president of eventjournal, shares her ideas on how to cultivate, solicit and steward corporate sponsors so that you can raise big money for your events. And howard globus, president of i t on demand. Howard’s gonna have strategies to keep your email safe and sound and away from snoopers. He’s got some great non-profit discount sites for major league email and data security. So today i’m joined by two presidents in the studio on tony’s. Take two. In between, my guests remind you that we are media sponsors for fund-raising day in june, it’s, a big fund-raising day here in new york city, and i’ll talk a little about that. That is, at roughly thirty two minutes into the hour on tony’s, take two. So all that is, after this break, and right after the break, i’ll be joined by karen perry, will talk about event sponsorships, so stay with me. You’re listening to the talking alternative network. Latto are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hey, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Metoo welcome back to tony martignetti non-profit radio, always talking about big non-profit ideas for the other ninety five percent. With me in the studio now is karen perry. She has been helping non-profits raise more money from their galas and other major special events. For more than ten years, karen has worked at several of new york’s top advertising agencies on fortune one hundred accounts and has also worked in the non-profit arena in a variety of advocacy development, casework and outreach positions. She has her master’s in social work. In two thousand two, she founded event journal, the first web based alternative to printed ad journals and program books. Karen is here to share her ideas about event sponsorships. Karen, welcome to the show. Thank you, tony. What have you, um, what’s a sponsorship? A sponsorship is an opportunity. That’s packaged where a third party or a second party organization can get some derive some benefit from supporting another endeavor and were generally talking about corporate sponsorships today. Is that correct? This fall into the same sort of pattern of fund-raising that we see with individuals in that it’s cultivation solicitation stewardship? Well, there’s a general pattern. Yes, but there’s a different motivation in general for corporate sponsors, your individual donors, but we see the same sort of general flow i mean, you’re cultivating, soliciting and starting exactly okay, we’ll talk about each of those, you know, talk major those faces. What? What types of events are appropriate for sponsorship? Fund-raising well, there’s generally a distinction between fund-raising events and cultivation or stewardship events, although fund-raising events requires some stewardship as well, to maintain the sponsors, but basically a sponsored event can be anything from a dinner gala to a golf outing to a five k run. Anything where there’s exposure to the public on behalf of the charity or non-profit, where the sponsor would derive some value from being publicly associated with it? And what what are some of those sponsor motivations? Wired wire companies doing this well, probably the most, the one that most charities would assume is for the philanthropic value of it. Ah, usually you know, corp corporate entities are run by people, and people have different experiences in life. So if the nonprofit organization is doing work that touches on the pulse or the heart strings of thie president or vice president or other other key people in the company they miss may wish to get behind it. If there’s ah employees in the company who have been touched by particular disease or helped by an organization, then they may want to rally behind that organization. But that’s, just a piece of it is the philanthropic aspect. There’s also the what’s in it for me. And i think that in this day and age, there’s a big buzz going on right now about corporate social responsibility caused marketing. And so it really behooves the organization to take a look att tthe e exposure and recognition opportunities that they’re offering too, the sponsors when they support an event. Now we have drug in jail on tony martignetti non-profit radio, and i don’t want you to have very long stint in jargon jail you mentioned caused marketing. What does that mean? Cause marketing is when a when a the opportunity basically for a company to aa or for a non-profit to offer value to a company in association with its mission. And how would somebody figure out whether the company has that kind of affinity for for their mission? So how would a charity sort of sort that out. Well, it always goes back to the people who are in the company because cos they’re not faceless. They have people behind them. So if there’s a a company president who has a brother who was developmentally disabled, perhaps that would be a hot button for such an agency. Um, but i think it’s also a matter of ah on the less philanthropic end is, you know what? Exposure to the public, what goodwill are they conveying to the community when the organization offers thie sponsor an opportunity for exposure? Oh, yeah, definitely. I mean, i’m sort of combining two areas amused, definitely talking about the mission related interest that the company may have, and then also the what a positive association interest that they would have blang allied with the being seen with the charity name. So the organization used to do its homework to know who’s being touched by which type of condition and whether or not their mission speaks to a responsible person within the company, but very often that’s, not something that they can identify. So then i think the best opportunity for most non-profits is to put together compelling packages and traditionally for non-profit events, a dinner gala might have three hundred guests or a golf outing. Might have one hundred forty four golfers at best. That’s. Not a very big audience to be noticing the sponsorship support of a company. So in this day and age, there are so many digital opportunities and media opportunities to get the recognition factor out, that the organizations need to understand, and we’re about to take a break. But when we come back from the break, we’ll talk more about some of these marketing materials that you’re recommending that non-profits need to put together to make this compelling case. Teo cos. This is tony martignetti non-profit radio stay with us. E-giving didn’t think the building getting ding, ding, ding ding. You’re listening to the talking alternate network to get you thinking. Things. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Duitz welcome back to the show i’m with karen perry, the president of event journal, which you’ll find at event journal dot com and we’re talking about event sponsorships. So, karen, before the break, we were talking a little about the marketing materials that are appropriate for a charity to put together. What do those look like? In-kind trying to cultivate the corporate sponsorships? Okay, well, traditionally thie formula that’s been used for the ages has been that initially, to promote an event there’s a save the date card goes out about six months before the event, then there’s typically a sponsorship letter that the charity writes that engages attempts to engage thie company in ah, connection to the mission connection to perhaps an event honore connection, teo recognition exposure that they’re going to be offering. And a typical sponsorship package combines tickets or tables at the event, along with certain, um, benefits of recognition and association with the organization. So then, of course, the invitation pack it comes out in which if there’s someone who has committed early, sometimes their logo will be featured. And so, you know, the the media met message for the event starts churning and then sponsorship is usually inclusive of some kind of recognition in association with the continuation of that. So if they have an advertisement in the newspaper logos for sponsors, khun b identified email marketing, which is a newer component logo czar identified for sponsors and then at the event they’ll typically have some sort of banners or some sort of aa journal book where the sponsors and supporters are acknowledged by having an ad and that’ll be in us and in combination with tickets and the it’s sort of sounding like there has to be, you know, a lot of recognition, but couldn’t this could this work also for smaller organizations, are more locally based, but but maybe they would just be reaching out to local companies? Sure, you know, even a small organization, if they’re having a five k run, they have t shirts where people khun can have ah, you know, logos for companies or take and i’ve seen dog walks where when you get there next to the water station, there sign ege where the sponsors are being recognized, but for the larger events, probably the single biggest recognition opportunity traditionally has been the printed ad journal and ah, that’s something that at this point is become somewhat passe because the books are our passive piece, one of the opportunities that’s out there right now for non-profits is to use digital media in various forms to offer recognition and sponsorship exposure to the companies that underwrite their events. So now there’s websites for events there’s email marketing, where they expand to a much larger audience, digital media is going to reach out to people who may not be in the room the night of the event, but who were still part of the larger database for the organization and community for the organization. So the moran organization can tie into a variety of digital media. It expands from what used to be a printed piece or printed advertisement. Okay, and that’s what? Your work is involved with eventjournal and we’ll get into the recognition. I just want to sort of work our way into that. So there was another we’ve identified you identified two reasons that companies would be interested in some kind of event sponsorship that was analogue i with the mission that they’d be in sympathy with the mission or just ah positive association with a local organization and you mentioned a third, but let’s, let’s investigate that one little bit the honoree relationship. What is that? Well, in the new york metropolitan market, honorees are really tried and proven method for bringing revenue into the event, you know, as you get outside of the new york metro area. Interestingly enough, it’s not done as much really is not so common outside new york, but we’ve learned that it’s it’s sometimes we’re suggesting it to organizations and it’s kind of like an aha for them. But basically what that’s all about is identifying somebody. Who’s either done some incredible work or made contributions to the organization or someone who’s business. They can tie their business to the mission of the event, the organization and or if not just some prominent individual who’s willing to put their name and their support behind the event for particular year. And then they either are asked or were requested are expected to bring in a certain amount of support along with there being recognized, so the honoree themselves generally underwrites the event from their company. To some extent, they’ll usually by a couple of tables, or they’ll invite their colleagues. To buy tables, and then the big opportunity, depending on the prominence of the honore, is to reach out to the vendors and suppliers and clients and colleagues of that particular business person or corporation. And ah, you know, let them know that they should show support for the fact that their colleague is being honored. Yeah, so what’s the receptivity that you find in other parts of the country when you’re having a conversation with eventjournal clients or potential clients to this to this honoree idea that you said is new to them? Well, i think that there is a general sense that, you know, asking people to it there’s a discomfort i found with asking people to not only ah chip in a certain amount of much money for their own company, but then reaching out to the next tier, then and the vendors and kind of putting the arm on them strong, arming them to pony up some money. But i think at the end of the day, one of thie ah, one of the real facts of fund-raising is that its sales? You’ve got to get out there, you’ve got to ask, you’ve gotto give people. Compelling reasons, teo, make their contribution words like stewardship. And where were the other worlds of cultivation? You know you can you can catch those and euthanize them, but basically that’s sort of like prospects, prospecting and following up and doing customer service. It’s all the same thing, it’s, just different verbiage. And you you alluded to that we didn’t call it prospecting earlier. When you’re saying that there may be people in the company or heads of the company that are sympathetic to a mission because of their own family circumstances, that’s the prospecting part of of corporate sponsorships, that’s a piece of it. But i think it’s also just knowing if there’s a company that wants to come out as being a good citizen in the community, and you have an opportunity for them to get their logo and their recognition in front of a thousand people who all share some common bond, where there’s some warm and fuzzy feeling for the fact that they have supported a mission that’s important to the individuals in the organization. That’s important to noto you know, you know what about thie the’s honorees in doing this in other parts of the country are we really anomalous in new york city? I mean, what about other cities? Are they are they doing the honoree strategy? They are there, other cities air doing work with honorees, but a lot of times it’s not as monetarily related. So, you know, they may end up honoring the chairman of the board where they may honor a great volunteer. Who’s. You know, the priest who started the programme or something like that in new york, we’ve kind of got it down to a science where you usually have two or three honorees. One is a business honoree who brings in the money. One might be a cause related, honore and a third might be just a scholarship recipient or somebody has benefited from the program. Okay, but the first of those that business honoree here in new york, i mean, there they are expected teo to put forth their vendor list. Other friends of their company there’s always an agreement. Doctor there’s always an agreement between the charity and the honoree as to what level of involvement they’re goingto have, whether they’re just providing a vendor list, whether they’re sending out a letter teo their supporters. One of the best examples we had recently was an honoree who stepped up personally, and we did a video message from eventjournal we did a video message from that honore that was blasted out on email that went tio a couple of thousand of people that the organization and this particular businessman knew it was a personal appeal from him to support the organization and then the email message click back into the website that eventjournal built for the event where all the event information the honorees byo everything to do with why they should support this charity. And then, of course, because it was an online journal, which is what our company does, it had thie ads of thie supporting vendors where everyone could see who was supporting this gentleman, and if your ad wasn’t there, it was very publicly not there and then, because annie journal is a public recognition opportunity, we also incorporate a shopping courts of people come by the rad’s right then and there and, you know, get their support recognized. And so these expectations are all laid out in advance so that the honoree on the charity know what each is expected to. Do in best practices they are, you know, some some organizations, they’re not. His bold is toe have dollar figures. Some will just ask for support and sharing of lists. Sometimes it depends on who the honoree is and what can reasonably be asked and how strong the relationship is between the charity and that particular honore. If it’s someone they barely know, and they’re just happy to have them lend their name to the organization, they have to tread lightly, expectations will be lower. Sure. S so i don’t know how to interpret the new york city version of galas and honorees, are we? I don’t know if we’re greedy or we’re just ahead of the curve and the rest of the country. Well, we’ll catch up. I think in new york, we know that were after the money. I mean, that’s the whole purpose of a fund raising event, you can have nicey nice events or you could have fund-raising events in new york, i believe we feel it’s about the bottom line, right? I’m with karen perry and she’s, the president of eventjournal we’re talking about excuse me, we’re talking about event sponsorships, karen, who should be out soliciting for the sponsorships now, you know, of course, the audience hears small and midsize non-profit so they may not have the wherewithal to get the high profile sponsorships. But who from the charity should be out soliciting these? Well, i think that it’s it’s a communal effort, there’s, generally a few tears of responsibility. Not every organization has a committee, but some d’oh. So if there’s an event committee, a committee of volunteers you mean generally it’s a committee of volunteers on dh they have some vested interest in the success of the event on behalf of the mission of the organization. So what i think is important for staff people to know is that their committee members aren’t as well versed in why somebody should sponsorship sponsor an event they may not be as comfortable with the ask itself, but they have contacts and friends and colleagues and business connections within the community. So i think that they’re a field that could be mined. I don’t think that they’re the ones who should be making the ask in general, unless you have a very sophisticated committee member on dh, then there’s generally the committee, the gala co chairs. Ok, so wait well, before we go to those let’s, just focus on the volunteer committee, that event committee so are they their role then? If they’re not actually soliciting asking for the for the sponsorship there more just setting it up so that then the staff member actually does they ask? Is that would you know, i think that in an organization that’s very well organized there’s generally a target list of companies, businesses and corporations that they would liketo have sponsor their event. I don’t see that as often as i’d like to. But i think that any time you start out with a target list, you have a much greater chance of actually closing sales or closing donation requests. So i think if you put out a list like that to a committee, you may find out that somebody’s brother in law sister in law is involved in the company and that’s information that you would have overlooked had you not asked for that. You just said, oh, who knows anybody that could sponsor us? Most committee members glaze over. Yeah, but a more specific list on dh then you you have a suggestion to go beyond the event committee itself in terms of who should be out doing this marketing for you. Right? Well, i mean, it’s going to depend on the organizational structure of this particular event. We have clients where all the asks are done by paid staff. We have others where the board members are very involved in reaching out to their contacts. Then there’s generally a gala or an event chairperson sometimes there’s a sponsorship committee, which is more focused than the committee at large. So i think, really. It depends on the structure of the event organization. But in general, what i found is that the actual asked can be started by someone on the committee or the board, but wth e conclusion and what level and what they get for that and how you package the benefits. It’s generally got to be done by a dedicated staff person in general. And in terms of that board board involvement. Is that really just about as far as it should go? I mean, what what do you think is the best practice for the degree to which the board members should be involved in this hole process? Might they also be identifying potential sponsorship opportunities? Absolutely. They might be identifying sponsorship opportunities. I think the board’s primary benefit in this type of endeavor is identifying future honorees. And then once they know someone who they can tap for an honoree for an upcoming event, then it’s their relationship with that person. Perhaps that they can then go and make the ask. And then that ask includes who do you know, mr emma’s honoree that could become sponsors and support your being recognized by organization and there’s. Ah! Number of times that, ah, potential sponsor needs to be asked right or or receive marketing materials before you’re actually gonna get an action action for out of them, isn’t it? Yeah, i think that the fund-raising sector in general is not as up one marketing methodology as i think that they could be. And so typically, with any kind of sales or marketing effort, you need a minimum of four to six times of exposure and recognition of a message for someone to even take action and more like six to twelve times for them to really be compelled to do something about it. So what i described earlier with the save the date card, the sponsor letter, the invitation and maybe a phone call from the organization that’s that’s a bare minimum. And this is two thousand eleven. We have elektronik media and we have social media and we have, you know, you can have a facebook page. You can have ah, email, marketing, web based materials. There’s just so many opportunities to teo get in front of potential sponsors. What’s the revenue expectation for sponsorships around a single event. Can you clarify? Yeah, the i mean how? Much of your revenue from an event do you think should be coming from the sponsorships? Well, i think that depending on whether what the revenue streams are, the percentage is going to vary. If it’s a sit down dinner and there’s tickets sales and then their sponsorships, you know the vast majority of the money should come in from sponsorship packages for any successful event. The ticket sales are generally just the up charge between the out of pocket costs and the ticket price, and so there’s not as much potential, whereas a sponsor dollar if someone’s donating ten thousand dollars a sponsorship and they’re getting a table and that table has ten seats that cost the organization one hundred dollars. So the up charges nine thousand dollars there’s also organisations that have journals. And so the journal is where companies come by an ad and it’s just a matter of all the ad revenue comes together. Sponsors get ads, but then people can also buy ads individually. So the cost of printing or publishing or electronically publishing that journal is taken out of the costs. So if they have tickets and sponsorships, i think it should be at least sixty percent, if not more, of the revenue. If they also have a journal, then you put the journal together with the sponsorships, and then that should be a very large percentage of the revenue. Okay, i pulled our ah, our listeners and people who follow the show on facebook and on twitter no, their replies, there were just a few, but their replies were there. Their sponsorship revenue came in either between twenty six and fifty percent, or it was a combination of anywhere from zero to one hundred might said to me, that’s, that’s a huge opportunity with a do badder than glow. I think that should be you should be vast majority, well, that’s, because i’m think i’m thinking they’re not tapping sponsorship opportunity as best they can just in the minute or so that we have left let’s talk about the recognition because that’s, where your work is the recognition that the corporate sponsor gets what what should that look? Likes a little maybe a lot more detail than you said. Well, there’s on location at the event recognition and then there’s there’s ah at large recognition, so at the event it should be very parent who the supporters are with eventjournal we produce thie e journal online, and then we bring it to the event with a presentation where all of the ads are being shown on big screens and everybody sees who the sponsors are throughout the night. It’s very colorful and robust other times there’s a printed ad book where it says there’s an ad in the on a page in the book, sometimes depending on the nature of the event. If it’s not a very elegant event they might be, they may have a banner for the company or a poster board. They may get recognition from the dais. Sometimes a top sponsor gets to have a few remarks from the dais and then outside of the event there’s all of the event promotional materials like the event website, which can have logos and journal ads and their sponsorship letters and there’s all kinds of materials where they can identify who the supporters are. My guest has been carrying perry and she’s, the president of eventjournal, which you’ll find it eventjournal dot com. Karen, thank you very much for being on the show. You’re quite welcome. It goes fast and a pleasure. We’re going to take a break, and after this break, tony’s, take two. And then i’ll be joined by howard globus, the president of tian demand, and we’ll talk about email security. Stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio it’s, time for tony’s, take two at roughly thirty two minutes into the hour. We are media sponsors for the new york city chapter of association of fund-raising professionals fund-raising day, and that is the largest one day fund-raising conference in the world. It’s on friday, june tenth, at the marriott marquis hotel in times square here in new york, and i’ll be interviewing the conferences speakers for this show, so i’ll be interviewing them podcast interviews and then later on they’ll be replayed on the show. You could get information about the conference at www dot a f p and y c dot a f p net dot or ge again a f p and y si dot a f p net dot or ge. I always talk about my blogged for the week, but this week i had a guest blogger. My block is at mpg a dv dot com, and you’ll see that my guest blogger is howard globus this week, and howard is also the guest on this show this week, so that is tony’s take two for friday, may thirteenth and now it’s a pleasure for me to welcome howard globus to the studio. Howard welcome. Get after him. Howard has over fifteen years experience designing, installing and supporting windows server and workstation products in industries where security and reliability are critical. He’s worked with mount sinai and why you health system and the hospital for special surgery? He’s, president of t on demand and here to bring his big non-profit technology ideas to the other ninety five percent. I’m very glad that his work brings him to the studio. Howard, you have some suggestions about email security? Why don’t we start with the most basic that password for email? Okay, good afternoon. As i mentioned in the blogger hyre, your password should not be the same as your luggage tag or your luggage lock. Many people keep a luggage lock of xero xero xero or one, two, three, four and currently the most common password out there happens to be password with a capital p oh, but they but people do put a capital p on it. Yes, but that’s not enough to confound snoopers. Not not enough. And actually, some people put a capital p an a number one at the end. So that zoho very that’s. Very good. We like to say sarcastic things like that. It’s. Not very good. Now you can tell because you know, you know, you know he doesn’t mean that’s very good news. Go ahead. Sorry. Basically, you want to take a look at having as complex a password as you can to maintain security. That means doing simple things, like making sure your password is not in the dictionary. People may choose a word at random in the dictionary, but a very typical hacking attack would be to have a list of dictionary words sometimes one hundred thousand two hundred thousand words. And then programmatically attack your email by just going through the words if you’re so there are programs that can go through the whole dictionary or one hundred one hundred two hundred thousand words, all trying to hit just one one person’s password there. Programs that can actually go through about five million password words in approximately six hours. Also, these gross out there in the world, and it doesn’t not somebody sitting behind a screen one of the time it’s actually an automatic process that just runs. So when somebody uses ah, capital letter on the first word of the word or adds a number one or two at the end. It’s not a very good password. What you want to be looking at is having a complex password. Sometimes about eight or nine characters is usually a good starting point. Having a number or an additional character like a tilde or an asterix in the password somewhere. Commonly, people replaced the letter e with the number three. Um so what about those replacements, like e three for e and at signed for for for a name? What’s that oh, for a that’s, right? Right. Those work, they do work, but again, those air common replacements. So you want to try and and switch it up a little bit instead of having on eight or xero for for the letter o, you might want to take a look at a seven or something like that. Something that’s not common. The most important thing to understand is given enough time and enough computing power. Any password can be cracked. So you really want to make it as complex as possible and, frankly, not worth someone’s time to use up the band with trying cracked the password. Okay. I don’t know if people are aware that it’s so easy and that just the automation allows such sort of ah, harsh attacks on on a password in a very systematic way, correct. And i mean typically things like hotmail or gmail, even mac mail, these are things that are susceptible because they are they’re known addresses and there the common. So a lot of people go ahead and attack those female, that kind of thing. Now we’re talking about the email password, but does the same apply for your other password like system? Password? Same same kind of theories apply and depending on where you are and the amount of money and or lists that you have available to you will make you amore attractive were less attractive target. And based on how attractive a target you are, you may be under attack on a fairly regular a constant basis. Yeah, charities have donor xero often they’re preserving date of birth, maybe credit card numbers that might save to make it more convenient for the person for the donor to give, but that means they’re more susceptible, teo attack, because that that’s high value information bank bank routing information bank account information all that stuff is a can be available to ah, to ah, hacker. You know, my interest in this topic started because and i mention this in the block post because i got five e mails from different companies that i do business with all related teo hacking that occurred at a company called absalon, which i’ve never heard of, but apparently they do a lot of email distribution and email management for a lot of big companies because these were all big company names that i got the warning email from but absalon i’ve never heard of absalon is actually one of the biggest companies out there. They manage many list for folks is very disown me bed, bath and beyond paypal to some extent, so i mean, these air, these air companies that absalon works with, and they have hooks into each of these systems, so they’re a perfect target. And when, when a company hires this back end company, what you’re saying is huge, but i don’t think the typical users ever heard of them. It’s not a common name, right? Right? But they’re huge. You’re you’re really you’re relying on the front end. Company to be managing their relationship with the back end company and that’s going to play two non-profits to write if definitely for non-profit is hiring a vendor? What? What do you make sure of your agreement says when you’re hiring somebody else to manage your lists for you. Well, one of the things you definitely want to take a look at when you are using an outside vendor is what kind of arizona emissions insurance they happen to have. That’s ah, that’s. Certainly an after the fact kind of thing, but certainly something that wants that you want to have in place. You want to know that that they’re even thinking about it. If you ask an outside consultant, you know what kind of arizona missions insurance you have or data security insurance you have. And they look atyou blankly. That’s, not a vendor. You want to be talking with very much further. Okay, furthermore, you want to make sure that they have not disclosure agreements in place and that they have some kind of security system that’s audited that you can. Then go ahead and take a look at at least on a quarterly basis. Oh, that that the non-profit can audit the security for how does that work? Usually. Ah, vendor that is working with not-for-profits or for a large firms will have to have their systems audit on a regular basis to be compliant with either hip of requirements or sec requirements or some not-for-profits requirements. And if they are doing an audit on a regular basis, they’ll have a report that they can then go ahead and provide back to the to the customers. Okay, excellent let’s. Talk about attachments, since we are focusing mostly on email but not exclusively. What about those lurking attachments? What’s your advice, there’s a. An increase in what’s known as fishing out in the cyberspace and wanted to spell fishing. So keep you out of jargon jail a h i s h i n g l i just want to make the point that it’s not fishing, throwing a rod, but it starts with p a change. Things go ahead. The concept is, is that an e mail is sent that looks very similar to a a normal email that would come from from your one of your credit card companies or processing company or your bank or what? Have you? And that email will have a logo and we’ll have all the text formatted almost the same as as that emails coming from the actual valid location would be, and they would have a link on it’s saying something like, please update your password, papale had this happened quite a bit about a year and a half ago two years ago, you may also get an email from something someone claiming to be ups saying we have a package that needs to be delivered. Please click on this link to confirm your delivery instructions, and when you click on that link within the email, it will take you to a website, and that website may look very similar to the to the company that you that you’re using the website of the company you thinkyou’re going around exactly, but in fact, it’s ah it’s, a fishing site, and what they’ll do is they’ll ask for information, personal information, sometimes credit card information, and they’re looking to their statement is is they’re looking to confirm that you are who you say you are, but in fact what they’re doing is what’s called social engineering and and asking for information. That normally would provide and you provided fairly freely, and then that’s information that could be used later on teo to extract funds. She’s ok, so what’s your advice, then if you if you get something, how do you tell whether it’s legitimately from ups or or it’s, not in almost no cases will you’re a vendor that you’re working with? Ask you to send, send their information, your information via email or clip through on the website the wayto always check is if you log on to the company’s website directly outside of the e mail attachment, but rather going directly to your browser. Okay, so now you’re in there, you’re ignoring the email you going right to your browser and in the browser address window? Correct? You’re saying typing ups, dot com or paypal dot com and then put your credentials in there if on e mail went out saying you need to update something, it’ll have a notice on that website to say, hey, you need to update something alright, because you’ve logged in so they know that it’s you they would know if they had sent you the e mail, they’re going to know, and they’ll remind you of whatever it is they want to do after you’ve logged in. Okay, okay, why don’t you just we just have a minute before a break. Why don’t you say a little bit about firewalls and were firewall protection? And then we’ll look more added after the drugs. Traditionally, computers come with far walls, whether it’s, a mac, a pc or a linux based operating system that’s, a piece of software that will try to keep your system safe and using that software there’s a degree of of comfort that the end user has. The question is, is that comfort valid and that’s something that really needs to be investigated depending upon where the system is connected to how it’s connected teo to the internet and what of the things you’re doing on the on the machine? Ok, we’ll look more about that. Look more at that in a moment. Take a break right now and then howard globus will stay with us, so i hope you do, too. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting made tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Looking to meet mr and mrs wright but still haven’t found the one want to make your car relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com oh, this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors. Magnify your brand exposure and enhance your current marketing effort their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. One one media. Dot com. Talking dot com. No. Kayman i’m with howard globus and he’s, the president of tian demand we’re talking about email security, you’ll find his company at hyphen on hyphen demand dot com before the break. Howard, we’re talking a little bit about firewall, so it’s it’s a degree of protection between the outside world and your your inner network, correct to speak a little bit more about that? Most computers come with a far wall, either preinstalled or something that you can turn on. The problem with principal firewalls on a computer is that they need to be hardened. They need to be ah, lock down a bit, which makes it a little bit mohr ah, less oxygen less user friendly on the computer itself. One of the things we recommend is a firewall that’s protecting your entire network, whether that’s, a home network of one or two pcs or or apples or a corporate network, a device that actually has a moral bust process and really is designed specifically tact is a firewall, as opposed to a far wall and a word processor and a web browser and all the other kind of things that a computer is okay and what kinds of things? Is this wall protecting you from? Well, the wall protects you from a number of different things. For example, some of the some of the password attacks that we were talking about not so much on the email side, but certainly on the server side, the database side things that would be password protected, but internally on the network. Additionally, it protects you from viruses and potential malware or little programs that get downloaded by by folks who is surfing the web or until you could tell how it’s, afraid of jargon, jail this’s, malware or little programs gets that definition right in there. Thank you, little programs to get downloaded when folks open up attachments and emails or are served to certain websites, the firewall, what it does is it actually monitors the traffic that goes from the outside in and from the inside out and that’s a critical piece, because if you have a network of any degree of complexity, which really more than one pc is a degree of complexity, the potential is is that there are programs that get installed on your computer that you may not be aware of and by monitoring the far wall. You can find out what what programs are what we call calling home or sending information from the machines back to some other server so you don’t just set this firewall up and and and then forget about it now, monitoring that would be ideal. Basically, ah, home user might have a firewall that they would really ideally take a look at at least once a week and take a look at the logs. Yeah, what about a small office, maybe three or four computers? Smart, a small office that operates on a typical nine to five business day but leaves their machines on so that way folks can work remotely should have. Ah, an active monitoring system is supposed to be a passive monitoring system. What that means is, is that when a potential violation occurs, it emails or notifies out someone who’s monitoring that far wall on a regular basis so you would do things like patch management and upgrades on a on a monthly basis. Take a look at the far wall logs on a weekly basis, but have active management and act of notification on an hourly or sometimes up to the minute basis, okay, and what types of things are you getting alerts about? Well, there’s a number of different things that the most common alert that we would get is we would have intrusion detection so there would be websites, and you’d have an external website or an external address from somewhere out in, out in the world, that’s attempting to ah to connect in using different protocols, things like ftp, which is a file transfer protocol, or using things over port eighty, which is the web protocol that’s things that people use to get out on internet explorer safari browser, but it also is ah, a whole range of different ports that are open and or potentially open, and if those ports are open, every port is a is a potential access point, and these ports are connections into your computer and thrown out of your computer credit. How does this small non-profit budget for all this, for the software that they need to protect their their network? Well, ideally, you’d be looking at or a small non-profit would be looking at some kind of manage service that has ah, a paper month as opposed to pays you go type of faith, the pay as you go, type of he can get very expensive very quickly. If you have a monitoring program in place and you say okay, we know that that monitoring is going to go on for this month. We’ll give you a report at the end of every week or at the end of every month. And we will go ahead and re mediate any of the types of issues that we see and it’s all included in tow. One service and that’s. That would be ideal. The reason why that’s ideal over as a pay pay as you go is the types of intrusion. Detection varies widely depending upon what your internet service provider is the time of the year it is. And, frankly, how valuable your information is assumed to be from an outside source. Roughly. How much would a small office get? Well, are the fees for that type of service based, i assume on the number of users? Is that right? Are the fees are based on the complexity of the device. That’s actually being used as the firewall more complex environment might only have excuse me. A more complex environment might have multiple firewalls and you’d be looking at something where you have to monitor multiple access points, a small environment. Let’s say five users or five people work in an office would probably only have a single firewall fairly, non complex, far wallet that and really be looking at maybe seventy dollars a month in terms of monitoring fees. Okay, okay. Um and that and that. Ah, that active monitoring you said, should be even hourly for some of the things that some of the dangers that are out there. Okay, i know you brought some resource is with you that where that are specific for non-profits why don’t why don’t you share those for discount something? Okay, well, the top website for discounts for non-profits is tech soup, that’s t ea ch soup dot or ge that’s, a website that actually matches non-profit companies with donor cos specifically software and hardware vendors. So microsoft, adobe, symantec, all the big companies go ahead and provide software if ah, non-profit can show their non profit status and joe need. Okay, so there’s a huge names. Is there another one you have or really tech soup? Texas is the main one fourth non-profits and then there’s. A website sands s es and s dot or ge, which deals with specific security issues and can talk a lot about auditing and keeping things upto up to date. Okay, and this sand’s dot org’s also have discounts or that sand xero is just a resource for for things that are going on in the world. All right, that’s, howard globus and he is the president of t on demand, which you’ll find at i t hyphen on hyphen demand dot com howard, thank you very much for joining us. Thank you for having me pleasure next week, our tech contributor and the editor of non-profit technology news, scott koegler will be with me he’s going to share the latest from his newsletter, and i hope you’ll be with me for that, you can keep up with what’s coming up week to week by signing up for our insider email alerts on the facebook page. While you’re there, click like and become a fan of the page, please, you can listen to the show on itunes at any time on the device of your choice at the time of your choice. That’s at non-profit radio dot net and each show is up, usually by the monday following. I want to thank my guests this week, karen perry and howard globus, the two presidents for coming into the office, coming into the studio and joining me. The creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz he’s, also the owner of talking alternative broadcasting. Our social media is by regina walton of organic social media on tony martignetti, the host of tony martignetti non-profit radio. Always talking about big non-profit ideas for the other ninety five percent. I hope you’ll be with me next friday, one p, m eastern here at talking alternative dot com. I think they’re getting him. You’re listening to the talking alternative network, waiting to get into anything. Good. Duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hyre treyz do you want to enhance your company’s web presence with an eye catching and unique website design? 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Nonprofit Radio for May 6, 2011: A Conversation with Craig Newmark: craigconnects for Nonprofits

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Craig Newmark, the founder of Craigslist has created craigconnects.org.

Craig and I will talk about craigconnects; its seven areas of support; and what keeps Craig up at night.

Good news! We’ll take questions for this show. Please make sure your questions are about his work with craigconnects and nonprofits. The best place to ask is on the show’s Facebook page.

(Craig doesn’t answer questions about CraigsList and we won’t read those on the show. Send questions about Craigslist here.)


Cathleen Rittereiser, co-author, “Foundation and Endowment Investing”.

Everlasting Endowment: Techniques to keep your endowment safe and invested right; Your CFO and board should listen


 

Top Trends. Sound Advice. Lively Conversation. 

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is a link to the podcast: 040: A Conversation with Craig Newmark.
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Duitz welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host tony martignetti you’ll recall last week it was planned giving fund-raising and a gift planning conference that was richard slutzky, co author of thriving in the comet’s tail. He explained his ideas for fund-raising as the us emerges from recession, his insights apply to your long term and immediate fund-raising work. Then in the studio, i had john bacon and alexandra brovey they’re officers of the philanthropic planning group of greater new york, and they talked about the group’s conference, the philanthropic planning symposium on may sixteenth this week, a conversation with craig newmark and everlasting endowment. The founder of craigslist, craig newmark, has created craigconnects, ts dot or ge for non-profits and those who support them. We’ll talk about the site it’s areas of support and what keeps craig out that night around charities, then a pre recorded interview with kathleen rittereiser kathleen is the co author of foundation and endowment investing. We’ll talk about strategies used by big endowment managers that you can take home to keep your endowment safe and invested, right, as always, big non-profit ideas. For the other ninety five percent, you’re cfo and you’re bored, should be listening to that interview and on tony’s, take two in between my guests. Well, you are media sponsors for the next-gen charity conference coming up in new york city in november. We did that with them last year, which was the inaugural conference, and i’ll talk a little about that. I’ll be interviewing conference speakers for this show at the next-gen charity conference. Onda also is your email safe and sound. Those topics at roughly thirty two minutes into the hour on tony’s, take two. Now we take a break and when we return, it’s a conversation with craig newmark, stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com zoho welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m joined now by craig newmark, a founder of craigslist. He’s, originally from morristown, new jersey, now lives in san francisco, where he’s calling from and i’m very glad that his new venture, craigconnects dot or ge, brings him to the show. Craig, come hey, i’m really glad craig say something else, would you have you cut out a little bit? Thank you very much. Glad to have you it’s a pleasure craigconnects dot or ge? Not even quite two months old yet. What will people find when they go there? At this point, it’ll find me basically standing up for non-profits on related causes that i believe in beyond that there’s, some discussion on how i can move on and do a better job from there. And why did you start? Craigconnects well, for maybe ten years, i’ve been solely supporting non-profits and so on sometimes in trivial ways, sometimes in a substantive ways. Several months ago asked someone to lift him in the eye supported, i thought maybe twenty or thirty closer to one hundred out, you know, things like that get my act together. So this is a more organized way. Tio support your non-profit interests. Yup, i want listeners to know that you can call and ask kruckel in about craigconnects dot or ge and the number to call is eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. What are some of the non-profits that air highlighted on craigconnects now, craig? Well, there’s a number of groups for example, consumer reports, which actually does a really big job for assault totally in a you know, appliance reviews, but others, and then there’s the iraq and afghanistan, veterans of america, there’s, sunlight foundation, bothersome groups i work with askanase it’s a pretty long list, i’m trying to re balance it and figure out what makes sense because i got to do a better and better job. Okay, and how do you decide which non-profits will be highlighted on craigconnects sometimes i’m just winging it if they’re doing something that i can actually understand on somehow make sense to me that i get involved, i should make it more methodical, but right now, it’s based on the help from advisers and also experience. Ok, yeah, you do have advisors. I know. Oppcoll the some of the sites that you are, some of the organizations that are highlighted there, i see you’re listed as either an advisor to them or a boardmember to them. Is there any compensation involved in your relationship with those organizations that are highlighted no compensation, except for some occasional reimbursement of travel expenses? Actually, my net causes significant because, for the most part, in my own way, okay, i just i want people to know, you know that there isn’t a quid pro quo thereabout, that the with with the charities that you’re highlighting among the group that you’re highlighting, they fall into certain areas, right certain support areas. Uh, they, too, generally speaking, like i’m trying to help out military families and veterans. I’m also doing some work with non-profit news outlet, trying to help but with the future of journalism. Do you want to mention a couple of the other support areas? Well, there is the whole idea of government accountability and transparency. There’s, the idea of trying to get fresh water and sanitation to the developing world. There’s, the subject of mideast peace, specifically between israel and palestine. The list is larger than i’m letting on, because i’m still learning my way around. I’m out of my depth, but that’s a way of life for me now, living out of your comfort zone. You mean, yeah, that’s, the idea. I’m a nerd. I’m more comfortable, sometimes with systems, but i got to get out there. All right? And since you said that, i want to thank you for doing a live interview, i know you don’t do too many live interview, so this is really very, very special for us. So thank you for thanks for being on the show again and doing it live. You’re are you envisioning anything that helps donors that wantto support thes charities that are highlighted. The biggest efforts that i’m involved with are with those non-profits which themselves help people figure out what non-profits are legitimate, and i need a contribution, or so that includes charting navigator. It includes guide star and great non-profits dot or ge. Yeah, why don’t you say a word about great non-profits dot or ge? Well, grayce non-profits dot org’s is kind of a yelp for non-profit specifically, you can go on there, check out the non-profits you support and, you know, add your voice that support. Alternatively, if you’re looking for good ones to support boat coming out, i’m great. You can see what other people are thinking. So it’s ah, review board, essentially for non-profits good, positive and negative. You got the idea on that, like yelled like yelp, and that was and that’s great. Non-profits yeah, i’m concerned that there’s a lot of non-profits out there, which can tell a good heart wrenching story. They’re cashing your check, but it’s taking a result, there’s, not a lot of them out there that they make a lot of noise. Okay, we’re going to take a break right now. When i return, craig newmark will stay with us, and we’ll we’ll follow up on that thought about telling your story and making some noise. This is tony martignetti non-profit radio co-branding think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternate network e-giving. I think. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let create the future. You dream of two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. In-kind are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Durney i’m with craig newmark, the founder of craigslist, but we’re talking today about his newest venture craigconnects dot or ge craig, you’ve established a name for yourself in social media. What advice do you have for small non-profits around social media? Craig r have we lost? Greg? We have lost greg oh, okay, so it’s time to do a little tap dance bonem so happens that today is ah, blue pedicure challenge day, and what that means is i fulfilled my side of the bargain. Ah bunch of high school friends challenged me too. Um get my toes painted blue if they could get me to three hundred likes on the show’s facebook page, and they had to do that within just a few days and they did it, and this morning i got my blue pedicure, so in the studio were wearing my money blue pedicure, and if you were listening to the previous show, the divorce, our with larry bloom, you’ll understand why he said that i’d be talking about my toes today. That’s if you were listening, then you know that’s what he was referring to dahna we’re going to be trying to get craig mark back. Talking about his sight craigconnects dot org’s, you may want to go there, take a look, you’ll see how he blog’s about charities that he and his advisers find interesting and valuable, and we should be a minute or so to get craig back. But if you go to craigconnects dot org’s, you’ll see the format of the site, and as craig said, it is evolving. Ondas i you heard me ask him it’s only less than two months old, so there is some parallel, i think, between the way craigslist got started and the way craigconnects is getting started, and shortly i’ll have a chance to ask him about that. Um, but you’ll see that he blog’s about, um, charities that he finds interesting and doing good work, and they’re in these seven support areas. He mentioned a couple of them veterans and news outlets and government transparency and accountability. Those air just a couple of the support areas there are there are seven altogether that the site will highlight. Andi should, as i said, we should have craig very shortly. Hyre you know that the second guest in this show will be kathleen rittereiser and that’s a previously recorded interview and i’ll be talking with her about endowment management. The book that she co authored is foundation and endowment investing that will be in the second half of the hour. And i understand we have craig mack right now, craig, you with us? I’m here. Okay, sorry about that. I don’t know what happened. You didn’t hang up on us, did you? Okay. All right. You know a thing or two about technology it’s not always a hundred percent that’s. How you know the show is live because things go wrong before the break we were you started to mention telling this story, getting non-profits out there to tell their story. What’s your advice for small and midsize non-profits around the more established social media you know, twitter, facebook people are interested in your opinion because you’ve made a name in social media. Well, i’ve only learned a few things i can and sometimes the hard way. Those were the best learned lesson. Yeah, they have to be prepared to engage with their their community. Not only the kinds they serve, but the people who might be making contributions of some sort. You have to have a careful brief message. They gotta be framed, right? And then you just got to keep delivering it, maybe every day or so, and you can use twitter and facebook to do that. The deal is have a nice, simple message. Keep it short, get it out there, and then get out again. And what if the non-profit is really small? I mean, suppose it’s just a couple of people in the office and their concern is about abila, you know, keeping up a facebook page or twitter stream the deal is that they may have to put in the extra time to keep getting the word out. It’ll be tough, and this kind of engagement is more than a full time job, but it means you’re talking with people. You could build your own schedule and do it makes sense get a good network going, and they’ll shoulder some of the burden for you because people will start to carry on a conversation with you and they’ll start teo contribute oppcoll the deal is over time, just stay for riel over time you build up genuine for network word of mouth that works, even cover the patient and committed to it for years. And i think there’s ah, really direct parallel between what you’re suggesting for small shops on the way craigconnects is rapidly evolving and the way craigslist got started. Uh, yep, the deal is that right now, bright connects is a small shop arm online what seems like a ll the time and keep plugging away. If i’m in front of a system of any sort, i’ve got. E mail, facebook and twitter windows open. And just the the advice that, you know, things evolve over time, right? I mean, you jumped in as you said, not really knowing what this will look like, right on my right. You don’t really know what it will look like, say, a year or two years from now that’s my whole history, it applies to craigslist. It applies the non-profits stuff i’m doing, sometimes you get involved, then you listen and act on feedback and then be prepared to repeat that. Listen and then action, michael forever. Yeah, excellent and that’s. What small non-profits small charities khun do around their own social media? Yeah, it’s true of small and argument large organizations of all sorts, it applies to premature it. You know, we did get a question in advance from this one came from the innovative fund-raising and philanthropic innovation network forum on linkedin out the name of the organization writing is de blam e integrated rescue project craig and they ask, how can i fundraise best online? I’ve written many blog’s spread the word on social network sites, they ask, how is fun? Is online fund-raising best done by big agencies? Bonem i no authority on this, what i’ve observed working, it is simply like i mentioned before. He’d have to cultivate a network long term. It has to be for real need to get the word out to people. And if they believe in what you’re doing, they get the word out to other people and that’s what i understand. It’s, bottom up, food stuff, yeah, bottom up, grassroots, that’s, how craigslist started, and that’s, what you’re trying to do with craigconnects can you? Can you say a little more about why you think that’s, the way to get started? Well, to be real honest, i don’t understand a top down stuff. It doesn’t seem terribly effectively that tradition sometimes means you do an event. One day he gets covered the next and forgotten the day after. Well, i know is, like a very small way, eh? Day after day after day. And as a non-profit is thinking about their own social media work there, they can be thinking about the ground up, the grassroots process, using maybe people who are working for them, or people who are getting ben it, benefiting from their services. All the above, people are frequently willing to pitch in and lend a hand. Yeah, and that comes from a love of that charitable mission. Then we’re just trying. Teo seems like to move online. You’re just tryingto extend the passion that people feel for a mission and have them help it in a different way. I agree. You don’t need teo work with the people who will do. And the idea is that people i’m hoping we’ll get in the habit of one obstacle is donorsearch. Because, you know, in totality, we’re asking for people’s time and money in different forms. Yes. And your e think you might have cut out a little bit on the phone, but your concern was about donorsearch fatigue. Is that what you said? Okay, yeah, talked about dahna fifteen, meaning that, well, increasingly and subsectors, people are spending less money or time on non-profit because they don’t know when they’re well, non-profit is legitimate or a fake, and how is craigconnects goingto help people make that distinction? Well, the theme is to work with those non-profit, which help evaluate other non-profit like charity navigator, you know, guide, star and great non-profit like i mentioned before, i’m trying to help them in small ways, like helping them prevent people from gaming systems. Yes, and then i’m pointing large numbers of people to those sites. I’m with craig newmark he’s, the founder of craigslist. We’re talking today about his newest venture, craigconnects ts dot or ge. Craig, if if a non-profit wants to be highlighted on craigconnects, how could they do that? The beginning of the process is to go to craigconnects start or flash, connect and enter your information in there. But frankly, we’re still working on a system to work on this because we’ve gotten farm or requests that than originally anticipated. I thought maybe ten it’s been hundred, and i think the part of the answer well involved from crowdsourcing, but we wanted something that actually work, and we haven’t okay now here on tony martignetti non-profit radio, we have jargon jail, and i don’t want you to be sentenced to jargon jail. Just please explain what crowdsourcing is, okay, and then then you’ll be out of jargon. Yeah, the idea that you could get lots of people to get involved our mind with something to produce a better result that may be a few experts working together would get. The idea is that you put something online and you used some of these discussion tools that vote up the better idea and vote down the less attractive. It only works if you get hundreds or thousands of people involved, but this is what we call democracy. Yes, online democracy, thank you, reprieved from jargon jail. So of course, and so you’re envisioning, maybe some kind of crowdsourcing feature on craigconnects right now, we’re talking about that, because the deal ultimately is that the only way to do the right thing for folks is, too. Hey, what is the right way? That’s, the history of craigslist? Yeah, what, what the right thing to do is you get feedback, then you act on it, and then you ask again. Greg, we have to leave it there. I want to thank you very much for being on the show. My guest is been craig, mark found of craigslist talking today about craigconnects dot org’s for non-profits and those who support them. Craig you very much for being on the show, it’s been my pleasure. My pleasure to maybe i’ll see you at the nextgencharity conference. I believe you were speaker there aren’t you this year. That sounds right. Okay, in the distant future. There it is, it’s in november. Thank you again, craig. Well, we’ll take a break now, and after this it’s tony’s, take two. Well, i already covered the blue pedicure a challenge, but we’ll talk about being media sponsors for next-gen charity and is your email safe and sound that’s on tony’s. Take two after this break. Hyre you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one eight one eight, three. Conscious consultant. Helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney hi there and welcome back, it’s, time for tony’s take two at roughly thirty two minutes after the hour, so we’re goingto be media sponsors for the next-gen charity conference. You heard me talk about that just at the end of my interview with with craig newmark is he’s a speaker there this year? It’s november seventeenth and eighteenth in new york city. I’ll be interviewing speakers for this show probably be backstage doing the interviews, and then you’ll hear them on this show. You can register for the nextgencharity conference or get information at next-gen charity dot or ge and on my block this week. The post is is your email safe and sound. I have a guest blogged from howard globus of tian demand, who shares some techniques for keeping your email safe from snooping and other nefarious activities online. That post hey talks about proper passwords, security attachments and firewalls and some other things and that’s this week’s block post is your email safe and sound on my block at m p g a d v dot com or you can always just google my name and find me that way that is tony’s take two for friday, april twenty ninth very happy now have a previously recorded interview with kathleen rittereiser the segment is called everlasting endowment, and we’re going to go to that right now. I’m joined now by kathleen rittereiser kathleen is co author of foundation and endowment investing, and we’re going to be talking about managing your endowment. Teo, get the most from it and keep it most safes. Kathleen, i want to welcome you to the studio. Thanks, it’s. Great to be here. What did you do to research this book? Foundation and endowment investing. How did you go about finding out what big non-profit organizations are doing with their endowments? Well, the first thing that i did was i teamed with the co author larry coe shard, who is the chief investment officer of georgetown university. And if the book came about because it was larry’s idea when he took over as the chief investment officer at georgetown, he was looking to learn from other successful chief investment officers about how best to manage an endowment in a more complex acid and buy-in asset allocation environment. So he had the idea because there was no such book came to me because i was calling on foundations and endowments as an asset management sales person, so the two of us teamed up, and what we did was we researched who are some of the most successful institutions and investors in the foundation and endowment community. And then what we did was approached them and asked them to be in the book. So the book is actually profiles of leading chief investment officers. Each you tell their story, share their strategies and give advice for how to manage large endowment portfolios. We also include some history and some basic ideas about how to go about managing endowment portfolio. In other words, like, what are the things the basic things to dio if you are the chief investment officer or overseeing an endowment foundation, my portfolio and when i first brought kathleen on, i was stumbling through some papers to find the bio that i wanted to have in front of me when she came on. So i’m going to share that with you. Now the full title of her book, co authored with larry coe shard, is foundation and endowment, investing philosophies and strategies of top investors and institutions and the two of them also have a second book, more current top hedge fund investors, stories, strategies and advice. Both books are available at amazon dot com. I also want to share with you that kathleen is a director of investor relations with concordia advisors and that’s in new york city based hedge fund. She has over twenty years experience in sales, marketing and relationship management roles with leading asset management, research and brokerage firms, which she was just saying, and i apologize that i didn’t have the paper in front of me, but i wanted to move us along rather than be stumbling along. What types of organizations did the people who you and your co author interviewed work for the majority, it was basically split half endowments is a large university endowments and also some large foundation. So thie institutions included the hewlett foundation notre dame investor, which was is led by a woman named alice handy, who used to run the university of virginia endowment. Mitt is representative george washington university, the kaiser foundation and morgan creek capital management. And the idea was to really kind of showcase well known, well regarded chief investment officers in who worked in a variety of different types of non-profit institutions we also showcase. I mentioned mark yusko from morgan creek capital management. We also showcase the kind of burgeoning trend in foundation and endowment management, which is outsourced ceo. So that’s, what investor is and so it’s morgan creek capital management, and in a few minutes we’re going to talk about the outsource seo chief investment officer, a trend that you see but let’s start with some of the lessons that small and midsize non-profits can take away from what you learned from these very big endowment managers. Absolutely. I think the most important lesson from all of these foundations and endowments and it’s true about any endowment portfolio, is that the long term perpetual time horizon allows thie investment manager or the person overseeing the portfolio to take a long term investment perspective and to have a more value orientation, meaning that they can often make investment decisions relatively early on by things at very cheap prices and hold them for a long period of time. So it’s actually it’s actually an approach that’s kind of a longer term buy-in hold approach. The other thing that’s important is the quality of the governance and the fiduciary oversight of the portfolios that most all of the institutions that we spoke, teo, there is a chief investment officer who has full responsibility for the portfolio in making decisions, and the boards and the governors are really just for oversight and getting involved in asset allocation. So and the other lesson, which is really kind of a trend that started many years ago in the foundation and endowment community and it’s. Still continuing with these long term portfolios is the idea that if you can take a long term approach, you can invest in less liquid types of securities, which led teo, many of them being successful by making investments in alternative investment portfolios such as venture capital, private equity and hedge funds. Now our audience is small and midsize non-profits so some of this i want them to be ableto benefit from, and i know in terms of quality of the oversight and transparency that that’s where i think we’ll get into the sort of outsourced ceo movement because i think the majority of our audience probably doesn’t even have a chief investment officer. They probably do have a financial officer, but not an investment officer, right. This lets a little more about this. The long term view. Um, i hear that all the time in, in terms of personal investing, your time horizon. What is there a recommended time horizon for investing endowment? Well, i think you know, one of the well known endowment ceos who’s written about this subject is david swenson from yell so he he looks at it as forever so that’s, you know, officially perpetual is forever. Realistically, most endowments, i think, need to look more like ten to fifteen years out rather than one to two. Now many foundations in particular, i know, have different types of liquidity constraints because for the most part, they need thio spend five percent of the endowments value every year, so they have different kind of liquidity considerations. But if this is a large pool of capital, even a good size pool of capital, it makes sense to be able to put some assets in your allocation, which have a longer term horizon for paying off. So that’s kind of where something like a long term real estate investment or venture capital or a hedge fund that might have be investing in distressed assets or something that has a longer term time horizon for when the payoff will happen, will allow the endowment, the foundation to be able to hold on to the principal and preserve that principle for the life of their organization, but then also get the income that they need thio manage operations or give grants during during the shorter time periods. What this does lead into is the idea, which i think was one of the key investment ideas or the investment thoughts that come out of talking to foundation and damn achieve investment officers and is also supported by research in the industry is the idea that asset allocation is really important. So whether you have a five million dollar endowment or you have a five hundred million dollar endowment, how you decide to allocate your assets is very important in how it relates to the mission of your organization and what your organ it organisations needs are. But asset allocation remains the key way tio earn returns overtime. My guest is kathleen rittereiser, co author of foundation and endowment investing, and we’re talking about everlasting endowment keeping your endowment lasting for forever for your organization’s life. But, kathleen, what can non-profits with maybe a five or six figure endowment do in terms of long term investing? I think i think an organization like that a lot of it depends on the tradition, the governance, as i mentioned earlier, do they have a committee that is involved? If not, i mean, i think this does lead into the question of outsourcing and one of the trends that we identified and we spoke to some of the people that run outsource ceo organisations, is this idea of really just taking the portfolio and turning it over to an outside manager full time? Because what they do is they pull assets with a lot of other foundations and endowments. So you get a an economies of scale that is that’s really related more toward being able to pull your assets with other organisations, to make the outsource cia a more substantial investor in alternative portfolios, and allows you to get the benefit of really professional asset management experience, especially with that specialty and foundations and endowments and i think that’s the that’s probably the key thought is that there is there’s a lot of expertise and these portfolios are very complicated metoo manage as it relates to an alternative, so that would be why i would suggest that if you are a smaller size, the best way to approach it is to work with some kind of outsourced ceo organization, and they’ll take funds that air just in the five or low six figures a seventy five thousand dollar endowment, it depends, probably a seventy five thousand dollars and damn, it would be would be would be difficult. However, i believe that there’s more and more new types of products coming onto the market. So there’s a lot of different models in investor, which i mentioned earlier, is kind of is a custom model. Morgan creek has a fun that’s available through the merrill lynch platform, and there are a number of other types of organizations that are offering more like a fund-raising khun just invest in a fund rather than hyre and outsource ceo so there’s there’s a lot of different models that are coming to the forefront and a lot of larger asset management organizations. Tia cref recently entered this market, so i think that that will be an option that’s going to be available for even the smallest size endowments, and it certainly sounds like it is now available if an organization has maybe seven hundred fifty thousand dollars or a million and a half dollars, and even in those low six figures, definitely right? Absolutely yes, absolutely. And they’re not going to wantto put, i would think the whole endowment with outsourced chief investment officer, would they? Actually, they will. I mean, some of the largest one of the largest outsourced situations is a company called perella weinberg, and they recently took in the entire university of colorado endowment, which is eight hundred million dollars. What they did then was they teamed up. They took the ceo as well. So the university of colorado chief investment officer went over and rant it’s now running the perella weinberg portfolio. But that’s that’s, probably the biggest move that’s been made so and they will, an organization that doesn’t have the resource is or the time or the expertise to be running the endowment themselves or and they usually have a smaller endowment will actually make the decision to outsource the whole portfolio. They’ll have oversight and governance and be able to be making asset allocation decisions and decisions related to how the endowment is used for their mission, but they will actually hire someone to run the whole portfolio for them. We only have about thirty seconds before the break. What about the resistance that on this is ego that the board is now giving up authority? I’m not sure that i have thirty seconds. I think that’s a thirty minute answer it’s definitely an issue. And one that one that i would say that my my motto now is there is no d i y in fiduciary and that fiduciaries need to start to learn. I think a little bit more how the world of investments is changing and to start to think about what is really the right fiduciary decision to make and it’s not my ego, but it’s, what is right for this institution, we’re going to take a break. My guest is kathleen rittereiser, co author of foundation and endowment investing. I hope you’ll stay with us co-branding think dick tooting getting ding, ding, ding ding you’re listening to the talking alternative network duitz e-giving you think xero good, is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s, lauren, say, bloom two, one two, nine, six, four, three, five zero two. We make people happy. Is lack of capital or credit keeping you up at night? The show me. The money conference is coming to the roosevelt hotel, forty five east forty fifth street in manhattan on november third. This’s the best business networking opportunity to meet potential investors and lenders, and get answers from our expert panel of business and financial advisors. From or information, call six four six six one nine eight zero nine. One are online at rose otto accounting that’s r o s a d o accounting, dot, com slash. Show me the money. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast. You’re listening to the talking alternative network. Oh! Like the voice on that last commercial very, very soothing, sort of mellow voice. I hope you’re enjoying it, too. I’m joined by kathleen rittereiser she’s, the co author of foundation and endowment investing. Kathleen, if people have questions, i’d like to follow-up how could they get in touch with you? I have a website, which is kathleen rittereiser dot com, and my email address is kathleen with the c c a t h l e n at kathleen writ that’s c a t h l e n r dot com thank you, and you’ll of course find her name on my my block, where the guests are all listed. That’s m p g a d v dot com you can also see her name on the facebook page for the show, and i’ll tell you that her last name is spelled r i t t e r e i s e r kathleen rittereiser ands kathleen with the sea before the breakout thing we’re talking about this outsource chief investment officer trend and how small and midsize non-profits khun take advantage of it? What about the due diligence? What should’ve non-profit be looking at when there and what should the process be for hiring the right outsource ceo? Well, it’s, interesting, because i think a lot of smaller foundations and endowments get in, as we were talking about earlier, that the investment committee gets excited about picking managers, and often we’ve seen that they don’t have the right experience to be picking individual manager. So picking an equity manager or bond manager where and the process is actually quite similar except what you’re doing is making a decision that’s more of a one time, longer lasting decision. So there is some extra pressure in that case. However, i mean it’s pretty much doing the kind of research like coming tio my website or even, you know, sending meet so, you know, doing research on the internet, there is a block called and dominant bester that writes about endowment issues. I write about these issues, and i’ve spoken about them, so it is working it’s kind of doing some initial legwork. Teo, look at the models on dh think about what’s the size of my endowment. What what are we comfortable with in terms of giving up the level of authority? Some organizations have made the decision that they’re willing to turn over the whole portfolio, others might go somewhat piecemeal into it. Organizations that are working with consultants as such as cambridge may decide to work with their consultant organization to get referrals or also to transition into a more outsourced type of model. So, you know, obviously the first part is research and and i’ll admit that because this is kind of a newer type of investment approach, there are fewer let’s, say, syndicated sources of information about this but it’s becoming more and more prevalent. So even a google search on outsource cia well, i think lead you to some good resource is and again there’s information available on my website and even contacting me directly, i’m happy to help people with this also, i would say that the next phase is really due diligence like you would do with the manager thinking about what your organization’s needs are what who were the people that you want to be working with, what’s their business model inter? Are they a single fund? Are they doing something custom and then and then spending time with these investors? Tto learn about their process and how they’re going to work with you so i think it’s ah, it’s a can be a longer term process, you know, it’s not a decision that you should make over the course of a quarter. I would say that if you’re really seriously taking turning over your whole endowment to an organization that it probably should take at least six months to a year from start to finish, to be making that kind of going through the process and making that kind of decision, what about the oversight we have just about a minute left, once once a now outsource ceo is hired, where’s what’s the board’s responsibility, and they still are fiduciaries to the organization what’s the oversight of the outsource the board is still is still different. You, sherry, and basically the same kind of the oversight is the same oversight that they would be responsible for if they had a ceo or if they had a number of managers that were reporting to a committee member. I think what happens is what and what i’ve heard from organizations that have made the transition so far, the oversight is actually much more productive in hyre level variation of oversight in other words, they’re involved in strategic issues of the institution and ask that allocation issues rather than nitty gritty, so it’s basically that the oversight is brought up a level in terms of it’s strategic import for the foundation or endowment. My guest has been kathleen rittereiser she’s, the co author of foundation and endowment investing, which you can find at amazon dot com. Her website is kathleen writ dot com that’s kathleen with c and r t dot com kathleen one thank you very much for coming to the studio today. Thanks for having me. It has been my pleasure and my thanks again for kathleen and letting me use that pre recorded interview and also, of course, to ah craig newmark, my first guest today next week, it’s karen perry. Karen is the president of event journal, and we’ll be talking about event sponsorship fund-raising how to get sponsors and how to recognize them when they support your special events. I’ll be in boston this weekend. If you’re attending the opera conference two thousand eleven, you’ll see me speaking about planned e-giving there on dh, that is, yes, that is tomorrow. Actually, you can keep up with what’s coming up on tony martignetti, non-profit radio sign up for our insider email alerts on the facebook page you’ll also see the information about the blue pedicure challenge on the facebook page, including video, which are becoming in a day or two, and while you’re there, please become a fan of the page. Click like you can listen to the show on itunes subscribe listen anytime on your computer smartphone tablet device of your choice, and you’ll find the show’s itunes paige at non-profit radio dot net, the creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz he’s, also the owner of talking alternative broadcasting. Our social media is by regina walton of organic social media and a special thanks to regina for securing my guest, craig newmark today that was all her doing. This is tony martignetti non-profit radio. I hope you’ll be with me next week when my guest to be karen perry that will be friday one p m eastern here at talking alternative dot com, which is, of course, always talking alternative broadcasting e-giving didn’t think that shooting getting ding, ding, ding ding you’re listening to the talking alternative network waiting to get into thinking. E-giving duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting made tent. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. You’re listening to talking alt-right network at www dot talking all dot com, now broadcasting twenty four hours a day.

Nonprofit Radio for April 29, 2011: Planned Giving Fundraising & A Gift Planning Conference

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:
Richard Slutzky, co-author of Thriving in the Comet’s Tail, explains his ideas for fundraising as the U.S. emerges from recession. His insights apply to your long-term and immediate fundraising work. (If you’d like to buy the book contact WordsMaplewood. Call of email the store to buy the book.)

The “comet” in his title is our recession.

Putting aside economists’ definitions, do you believe we’re in the tail end of the U.S. recession?

  • a) Yes, the end is in sight, within 3-9 months
  • b) No, we’ve got at least another year
  • c) I really don’t know when the end will come

John Bacon and Alex Brovey are officers of the Philanthropic Planning Group of Greater New York (PPGGNY).

They’re coming to talk about the group’s May conference, the New York Philanthropic Planning Symposium. This is the PPGGNY’s premier annual event.

The event will:

  1. spotlight the nuts and bolts for new philanthropic planners
  2. illuminate the techniques and tools used by experienced planners
  3. focus a laser-sharp spotlight on those practical topics specifically requested by our members — subjects that have direct practical application to their work

Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is a link to the podcast: 039: Planned Giving Fundraising & A Gift Planning Conference.
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Oppcoll durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host tony martignetti you may recall, i hope you do. Last week, i had a conversation with hildy gottlieb hildy is the author of the polyana principles, and she had transformative ideas for community benefit organizations to create really monumental change in themselves, their communities and the world. This week planned e-giving fund-raising and a gift planning conference richard slutzky is co author of thriving in the comet’s tail and he’s going to explain his ideas for fund-raising as the us emerges from recession, his insights apply to your long term and immediate fund-raising work, then joining me in the studio, john bacon and alexandra brovey they are officers of the philanthropic planning group of greater new york. They’re coming to talk aboutthe groups may conference the philanthropic planning symposium between the guests on tony’s take two, the blue pedicure challenge what you’ll find out on tony’s take, too, and also the irs dirty three hundred twenty thousand list is coming. The irs is going to release a list of about three hundred twenty thousand charities that have lost tax exempt. Status. That’s one fourth of all the charities in the us, and i’ll talk about both those things. At roughly thirty two minutes into the hour on tony’s, take two. Of course, we take a break right now, and when we return, i will be joined by richard slutzky, and we’ll be talking about the book he co authored, thriving in the comet’s tail. Stay with me. Duitz you’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to tony martignetti non-profit radio where were always about big non-profit ideas for the other ninety five percent. I’m going to be joined right now by richard slutzky he’s, a co author with roger matt ll often richard ehrlich of thriving in the comet’s tail non-profit investment and development during the recovery from the great depression. Published by multi tier media in new york city. Richard is director and senior institutional sales representative at bank of america merrill lynch he’s an attorney, he has a serious seven licensing. He spent several years as a member of senior management for the jewish community foundation of metro west and united uda jewish federation of metro west, both in new jersey. That means he has been in the trenches on the charity side, and i’m very pleased to welcome him to the show. Richard welcome. Thanks, tony it’s. Great being here. It’s. A pleasure to have you. Thank you. Are we emerging from recession? You’re thriving in the comet’s tail. The tail of the recession. Is that where we are? I think so, tony. And i’ll tell you why you know the the depth of the recession. The bottom of the recession happened in march of two thousand nine, and so theoretically right now where we are, we’re always where the economists tell us where we are is in an expansionary mode, but when i’m concerned about when i checked with non-profits is a lot of non-profits buy-in froze during the recession, they either did one of two things. They pulled money out of the equity markets because they were very concerned about if the bottom was actually reached in march, they were concerned in march of two thousand nine, they were concerned that it could go down farther, so they pulled money out so some of them never put money back in the equity markets and lost in the, you know, more than seventy percent increase in stocks after that that we’ve seen since march of two thousand nine or non-profits have never really did anything other than stick to their guns and keep to their asset allocation. Um, i think in both cases, it’s time for non-profits to review their situation and what we’re seeing, at least in our financial practice, is that non-profits are spending the time, you know, in the last year reviewing their investment practices to make sure that they are able to sort of escape from the depth of the recession and to make sure that they have their financial house in order for the next, you know, for the foreseeable future and let’s, talk about the intersection between that investment management and fund-raising for for non-profits your book really advocates breaking down the walls between those two what’s the problem there? Yeah, i think it’s, uh, it’s a multi fault, tony. Uh, and i’ll share some thoughts from both sides of the other aisle. The investment side and the plane giving sex. Uh, first on the investment side. Let’s. Take a typical investment committee who’s on the investment committee. All right, people from maybe from the investment field. Maybe there are, uh, financial advisors or people that actually spend time managing money and maybe there’s people that are savvy, uh, affluent donors to the organization. And maybe, just maybe, there are people that are on the programmatic side of the organization that sit on the investment committee either. As a committee member, like has an ex officio piela staffers. Ah. Ah. Lot of times those people in their normal day today, investment practice, uh i don’t really see or know much about a charitable remainder trust or charitable gift annuities. They can manage buckets or pools of money because that’s what they do, you know, when they’re dated a professional practice, but they are oftentimes not very familiar with nuances of managing a charitable trust to return up or a charitable gift annuity. They don’t understand the spending rates they don’t. They don’t understand the liability that the organization has to make those payments so that’s a big concern of of ours the way me and my co authors that a lot of investment committee’s, maybe very savvy folks that just may not understand the depth of issues dealing with investing for playing gifts. Now let’s, talk about the other side of the richard richard before you do that, i want to know i want to keep you out of jargon jail. Wei have jargon jail here on tony martignetti non-profit radio. So you mentioned charitable gift annuities and the charitable remainder trust i’m just going to do it briefly, just so that people know that those are vehicles that pay income back to the donor for their lifetime, and there are there are subtle differences between the two but that’s really the important thing to know, i think for our conversation is that the person who’s in charge of investing has two goals, and one is investing for income because there’s income back to the donor and the other is investing for long term remainder because the remainder goes to the charity. So i just wanted i want to keep you out of george in jail, and i want to do it just quickly. Richard, excuse me. I’m glad you did. I hope to stay in jail for the rest of the interview. I’ll warn you, if you if you come close god, please look at the other side. So, yeah, let’s talk about the development committee and development professionals who are focussed on getting in front of major donors and engaging them in a gift cultivation effort to ultimately too snusz solicitation of again and oftentimes when you’re dealing with a major donors and your want to pursue a some kind of plan, gift or endowment opportunity, you’re going to be talking about fairly significant dollars. And one of the concerns that that high in my other office co authors have is that what happens when the development professional is in charge is in front of someone who another going to ask for a major gift? It could be fifty thousand. It could be a hundred thousand. It could be, you know, president gift or it could be a future. And what happens if the donor then says, you know, mr martignetti, thank you very much. Uh, you know, i’ll be consider that gift. But let me ask you, mr martignetti, what would you do, what your organization do if i did give you fifty thousand dollars or one hundred thousand dollars, how are you going to manage that money? And oftentimes the development professional may not have the information at hand about how that money is managed. They may not know who’s managing the money. They may not know exactly how much is in the endowment for the organization. And i think just like any investor tow, any financial services firm or mutual fund wants to know, you know, how is this going to work and how big my in relation to everything else? I think that development person needs to be apprised as to a little bit more about how. The investments run and their organizations so they could be. They could communicate that to the donor and give them a sense of security that their money will be prudently managed. Once once housed at the non-profit richard, we’re going to take a break, and when we return, we’ll talk about thie integrated financial resource consultant than how that position sort of bridges. The gap that you see and describe in your book. This is tony martignetti non-profit radio. I’m with richard slutzky, co author of thriving in the comet’s tail. Stay with us, e-giving attempting to ding getting dink, dink, dink dink, you’re listening to the talking alternative network geever getting anything duitz. Things good? Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning morning, alison. As a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marty allison on talking alternative dot com. Talking alternative radio twenty four hours a day. Durney oppcoll welcome back. My guest is richard slutzky, co author of thriving in the comet’s tail richard let’s talk about the integrated financial resource consultant that you advocate for in the book. What is that position? The idea behind a knick integrated financial resource consultant is someone who has the understanding of working with an investment committee of a non-profit to help guide them in developing a long term asset management strategies, but at the same time have the sensitivity to the fund-raising needs of the organization and also understand how to manage those unusual assets that we talked about earlier, the charitable trust, the charitable gift annuity and, you know, to be told, i’m not sure how many financial advisers have that, and we really taught we wrote in our book about the integrated financial resource consultant as sort of an idyllic kind of person and wait that mold, but, you know, i think what i would do if i were a non-profit, uh, executive or a volunteer, and we were searching for a team to manage our money is to find an individual or a team that that understand that has a greater sensitivity to both sides that we’ve discussed ah, and, you know, it’s interesting tony there isaiah accreditation that is available through, uh, i probably called the american college in britain, marr, pennsylvania, and they call that the chartered advisor and philanthropy it’s not is well known in the non-profit space as it is in the financial services space and it’s a kind of accreditation that financial advisors can obtain through this american college it’s actually quite rigorous it’s it’s about three modules and a lot of study, and when i hear of individuals that have taken that course and i’ve taken that course, i recognise that they do have that kind of sensitivity that we’re trying teo articulate in the book because i just think it makes for a better service delivery mechanism for the, you know, for the organization has now that you know now that working with an advisor that’s not looking at the bucket as just another endowment pocket or a bucket of acid similar to a you know, retirement plan it’s a fund of money that they’re much more tuned to the use ofthe and what the complexities are of managing a non-profit endowment or other types of non-profit funds, but what does the integrated financial resource consultant mean for current plan giving directors or officers? Yeah, i think. Go ahead. No that’s it. Yeah. Okay. What does that mean? People are in those positions now. Yeah, but i think that means is they would speak the integrated financial resource consultant would speak the language of a plane giving person. They would understand what charitable gift annuities are, for instance, and they would understand the fact that there are some i’ll call up cash liquidity issues that need to take place if i have to make a cash distribution for charitable gift into it. And that’s due on may first, i better have cash available for it. And i better talk to my manager is to make sure that there’s like liquid funds so that the organization can distribute checks or do direct deposits that that’s a level of nuance that not all financial advisors have because they may not understand what charitable gift annuities actually are. Ok? And when you refer to that need for cash, you’re referring to the income that i explained earlier before the break that has to be paid to a new it ints for charitable gift annuities. That that is correct. Tony and my concern, uh, is that a lot of financial advisors look at a lets a pool of non-profit management funds as very long term where you can, you know, have ah, large equity exposure and the money is it going to go on at in tonight? Um, and maybe the charity pulls out, you know, three, four, five percent, but there’s not a lot of other, you know, workings of that of that bucket. And when we’re talking about gift annuities because the money’s coming out, you know, maybe quarterly, maybe monthly and the size depends on again the annuity rates that are sad. And you know what kind of into it. And they have there’s a lot more complexity to the situation that a financial adviser should be apprised of. Richard what does the integrated financial resource consultant contribute? Teo outright giving just immediate gifts. Putting aside the planned gift? Yeah. That’s. A great question. And i think it depends. Uh, you know, a lot of its just a normal stock transaction of cash transaction. That is underlying the direct gift most financial advisors can do that the nuances are who has someone wants to give something? Well, the more unique, for instance, closely held stock. In other words, stock that is not seen on, you know, an exchange, but maybe a stock in a family business, that is, you know, an unusual asset. What does has a financial adviser deal with that or gift of, you know, real estate or a gift of tangible property jewelry? Uh, um, you know, gold, etcetera. So the question is, how does that financial advisor, uh, going tio? They understand, sir. The red flags that have to be dealt with before those kinds of assets can be turned into cash. With richard slutzky, he’s, co author with roger, matt loft and richard ehrlich of thriving in the comet’s tail, published by multi tier media in new york city. Richard, what does the this position again, the integrated financial resource consultant have to contribute in terms of approaching the the entrepreneurial generation? You talk about that in the book? Yeah, i think that that generation has a much different psychological make makeup essay. Let’s say little about that. Yeah. Why are they giving what motivates them? Kapin? Yeah, obviously. It’s case by case. But if we if you want to speak in generalities, i would say that the world war two generation, you know, they came back to, you know, after, you know, being embattled and really looked at, you know, the community as a cz as a whole, they really weren’t so concerned about what is this particular non-profit mean to me if you were not a psychology major, but i’ve been told that one of the ways to look at this generational differences that the older generation worked on guilt in other words, you see a poor child, and then you would give money because you want to help that child, the younger generation is more union where it’s like, how does this charity make me me feel? How does this make me feel about myself? Well, i feel better if i give to this charity, and i think the other, you know, issue about the younger generation meaning, you know, those between let’s say twenties and fifties, i think though that generation is looks at charities like a business on, so i think they’re much more focused on the bottom line of that organization and not looking again on guilt issues are you know well that you know that does that organizations to solve the problem, but more on, you know, let me look at the blood, the balance sheet of this organisation to make sure that it’s operating efficiently and effectively, okay. And and how does the consultant approach that that that generation, the entrepreneurial generation? Well, i think the idea here is that the integrated financial resource consultants would spend time with the charity and the development staff to make sure that the delivery bols, that the non-profit articulating to the donors are are are sort of well refined to make sure that the messaging is is really targeted to that sort of younger group that’s going to be looking at the balance sheet, for instance, those are the kind of people that are gonna be looking at some of your audience will know about charity navigator dot org’s, which actually rates, um, charities in terms of efficiency, just like finished, just like, morning star rates, mutual funds, that’s the kind of group that may be, you know, attentive to that kind of web sites. So they have to show that they’re the charities have to show that the running efficiently, you know, lien lee? They’re not putting a lot of money into administrative on development staff positions, but they’re focusing all their attention. Most of the attention on the charitable mission. Yeah. And you make a pretty strong point about approaching that the entrepreneurial generation appropriately because they are our future. The future donors. Well, there’s today’s donors as well as tomorrow’s plan giving donors. Yeah, and that gets back to the transfer of wealth issue. Tony, you know, obviously there’s been a huge number of studies done about how the older generation as they pass, is leaving money to charity. But the money that they’re not leaving to charity is going to their children. And those children can are going to control and by themselves, you know, billions of dollars and that’s that’s who the charity’s air going to have to convince to give and and i and honestly, i think it’s, in a way, much harder for charities to, um, to solicit the younger people because it’s more of a case by case, individual messaging than, you know, abroad, direct marketing piece are, you know, advertising that would appeal. That would be a very good appeal to the older, older audience so it’s going to take a lot more work for the charity’s? Teo overcome the objections, if you will, of the younger generation on dh since you’re talking a little about the wealthy, what ah, what’s, affluenza you you spend a little time in the book talking about affluenza? Won’t you share that? Yeah, and i see that here you know, it’s, our financial services firm, where we have very high net worth individuals who are very concerned that there and these air off most of the time self-funding div ihe jewel’s, they’re very concerned that as they leave a legacy to their children, the children you are the next generation of grandchildren are going to squander it, um, and it’s a huge concern in and in a way that plays well to the charities because so many people and i used to think it was just sort of the worm buffets of the world. Who said at one point, i want to leave my children enough so that they do something, but not so much that they do nothing. And that philosophy, i think, has trickled down into the super wealthy, the modestly wealthy or just the affluent and so even if you know, we’ll see what happens with the state taxes, but my point is that, um, people only want to leave now, i think specific amount of money for their children, not just an unlimited amount because they’re not sure what’s going to happen with their children and grandchildren. And, you know, where also are there going to be able to spend that money or give it away? They’re going to give away to charity, so i think that could bode well for the future. So affluence is the dreaded disease of, you know, of the ultra rich that where they’re concerned about how that money, you know, ends up being used by by their children. But again, i think it could bode well for for charity. Yeah, and so so what does it mean for fundraisers approaching people who have that the concerns you’re talking about? Well, if i were back and fund-raising what do you know? This sounds, i guess self evident, i would be focusing on the ultra affluent because those are the people that are probably most concerned about it. For instance, if i if i’m working with someone that has ten million dollars, ten million dollars or more. The likelihood is that they’re not going to get if they have two children, they’re probably not going to give both children five million dollars. Maybe they’ll give them million are too, but some of the money is going to gonna have to go to charity. But if i’m dealing with someone with three million dollars and they have two children, some of the money going to go to charity, the rest of a probability, some of it may but maybe not to the same extent a zit would be for high net worth individual. So that’s why? I think dealing it’s very hard to find some of these days, and i may be wrong about this, but in my experience to find someone that’s alter, affluent who who lose everything to the children for the affluent discussion we just had and of course, in plan e-giving fund-raising we never want to ignore those who are not high net worth but may just be very modest. Donorsearch ten shal absolutely you obvious one want to hit everybody because you never know when we’ve all heard stories about the, you know? The school teacher in mississippi that left everything to charity. But i think from again from a probability standpoint, that’s where i’d be focused in my time and, you know, it’s hard to you can really focus on affluent that’s something that you have to sort of keep in the back of your mind. And i think when you tried to cultivate an individual, i think you’d want to find out what kind of relationship they have with our children and what kind of legacy they want to leave to the children and to the charity. I think those air fare, very game question and then in having that conversation also find out what they’re relationship is to their to their wealth and what their children’s relationship is to the family money and and what concerns they may have about how that wealth gets translated to the family. I think the more that a lot of people don’t think about this, they don’t think about what’s gonna happen once they pass away, but i think there’s, that there is a path that a playing giving person could could walk down to engage a donor in that kind of discussion without being, you know, without going in at a bad direction, yeah, richard’s, let’s, go. We have to leave it there. Thank you very much. Thank you, tony. I enjoyed it has been a pleasure. Richard slutzky, co author of thriving in the comet’s tail when we return it’s tony’s, take two, and then i’ll be joined by john bacon and alexandra brovey, and we’ll be talking about the philanthropic planning symposium in new york city, so please stay with me. You’re listening to the talking alternative network. No. Schnoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of two one two seven to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s time for tony’s take two the blue pedicure challenge it was a success a bunch of high school friends on facebook enlisted me in a challenge if they got my show’s facebook page two, three hundred likes by today, which is friday, april twenty ninth at midnight, then i would go to a spa and get a blue pedicure on videotape it on dh. I’ll obviously post the video somewhere that everybody can see it, and they were successful around ah ten thirty this morning. So with more than twelve hours to spare ah, seven year old son of ah high school friend like the show and became like number three hundred so i will be getting a blue pedicure in accordance with pursuing to the blue pedicure challenge me more about that when when the event actually it takes place. Ah, little more serious. The irs dirty three hundred twenty thousand list is coming. The irs is going to be releasing a list of about three hundred twenty thousand charities that have lost tax exempt status because they failed to file the required return for three consecutive years is, and that number is about a quarter roughly a quarter of all the charities in the u s so it’s pretty startling, they’ll certainly be many in every state. The list will be broken down a few different ways, but one of them will be by state and you’ll be able to see which charities this applies to. Certainly a lot of them are charities that are just not functioning, but we fear that a lot of them are functioning and just haven’t been filing there’s more about the irs dirty three hundred twenty thousand list on my block at m p g a d v dot com, and that is tony’s take two for friday, april twenty ninth. In the studio with me now are john bacon and alexandra brovey they’re here to talk about the new york philanthropic planning symposium. John bacon is president of the philanthropic planning group of greater new york and he’s, also director of plant e-giving at the new york public library, alexandra brovey is vice president of philanthropic philanthropic planning group of greater new york and chair of the organization’s philanthropic planning symposium that’s volunteer work. That she does for that group. She is the senior director of gift planning for north shore long island jewish health system foundation. And i’m glad that this symposium brings john and alexandra to the show. Welcome to the studio. Thank you. Good to have you alexander it’s. Okay, if i call you alex, right? Absolutely. As the chair of the symposium, why don’t you start telling us what’s the what’s, the purpose of the conference? Sure. Well, our conference this year will be on may twenty six, which is a thursday at the new york marriott marquis. Three new york philanthropic planning symposium is our annual one day conference. The purpose is educational. To bring everyone together, we expect between two hundred, two hundred fifty people. We have speakers coming from various parts of the country and three different tracks. And it’s, just going to be a great day. All right, john what’s, the philanthropic planning group of greater new york. All about as president. Yeah. It’s ah, educational group. So the symposium is very much part of our educational purpose. Also importantly, all of our events are great networking events for people in the field and alive professionals. And in fact, i think a lot of people see the value as that community and the networking people find jobs. May connections and it’s really been a valuable resource for many of us, including myself. I found my current job a tte, the new york public library at a plan giving luncheon eight years ago and coming out of the for-profit world into the non-profit. And that kind of thing happens constantly. So it’s, a great professional organization, was strong networking opportunities. Who are the members? It’s traditionally been playing, giving officers working for charities, but a lot of allied professionals they mentioned richard slutzky, who was just speaking on the program earlier, is a member and in fact, a boardmember s o people in the finance world accountant’s. Quite a few independent consultants like yourself on different folks so it’s across the board. But anyone interested in what is now ah called gift planning as opposed to playing giving and our name has changed several times to reflect those changes in the overall field. Yeah, let’s, talk a little about that. It used to be the planned e-giving group of greater new york. So that was a pygmy. Pg and y right it’s still pickney, but now it’s ppg and why? Why? The change from the former pickney to the current pig knew that reflects a change at the national level. Our council was originally called the deferred giving group, which says a lot about many years back is that that’s in the early seventies, right after the sixty nine tax act, which in effect codified a lot of things that we now use as tools for people to give. But then we were the council independent counsel plan giving group of greater new york the national committee on plan giving were one of the founding councils of that they changed their name to the partnership for philanthropic planning a few years back. And we in turn changed our name to kind of blend in better with the national change, but keeping our acronym, which people like yeah, the pickney right now so it was that national change reflecting a change in sort of it’s a broadening its not just planned giving out, phil, correct planning. So bringing in those advisers you meant very consciously bringing in advisors and even more importantly, bringing in our peers major gift. Officers and others working with individuals at the charity level and we find increasingly that traditional plan giving shops or departments or silos and some of us have called him charities are being broken down, and we wanted to be more inclusive and encourage people who have blended jobs or just have major gets people come because give planning should be part of their work as well. Ok? And that’s also very consistent with what richard was just talking about taking down the walls between asset management and and fund-raising right, i think alex is title is a good example of a different one. I’m on old school plan giving person, but there are fewer and fewer of us around with that in their title. Okay, alex’s title at north shore is direct senior director of gift planning, correct, and there are also people who have philanthropic planning in their title, which would be more closely akin to the name change. And then there are people who are individual gift planners who do a combination of or what we call a blended gifts. You’re not necessarily going after just the traditional playing gift you’re going after the gift that’s best. For the person in front of you and your organization and the conference. Alex, you’re the chair, it’s it’s organized for all the all the professionals that we’re talking about, there’s, something there for everyone there’s, something there for everyone, and this year we’ve actually restructured a little bit. We want to try teo help out. Our accounting members and friends and even non members were invited to come to the conference. We restructure a little bit this year. In the prior year, we had four different tracks going. This year, we decided we’d have three tracks, and we introduced a plenary speaker. I’d liketo take a moment to mention our fremery cerini she’s, beth shapiro, kaufman she’s, a member in kaplan and dried drysdale’s, washington d c office she’s coming to talk to us a little bit about what she did when she worked for the irs on the other side and what she does now and what she thinks might happen in twenty thirteen and she can speak freely now that she has a different employer. S o plenary. So is she the keynote speaker? She’ll be our keynoter plenary speaker, which will be first thing in the morning and then we’ll have three different tracks, three sessions per tracks. So the rest of the day they’ll be a mid morning session, a lunch in it, which will conduct some piggy business sametz actions and other items, and then two sessions in the afternoon, and then will cap off the day with a reception. It’s a wonderful day, okay, and again the day, may twenty sixth of this year. And where is it being helped at the new york marriott marquis? Okay, how do we let’s acquaint people with some of the other speakers besides your keynote speaker? What? What are some of the highlights of speakers? Sure, we’re goingto have to panels i’ll actually let John mentioned 1 of the panels because this is something that our members really matter, and they really make a difference, and they’re the ones that set the stage for what we do it pickney so our members had a wonderful meeting in april, a suggestion came out of that meeting and we actually revised a panel, and we’re moving from there all that john mentioned that for a moment, if i may, please john. Yeah, we have thes master forms as alex was just alluding to meant for senior members of our group to get together in a smaller setting and talk through things and metha, which i will garble here. But the new york prudent management of institutional funds act, which you may have discussed on your show, would have. But but not this show. So i want you out of jargon jail. So why don’t you give a quick explanation of what? The new york prudent management of institutional funds act is? John, your urine? Yes. You walked into the quagmire. Now i have to crawl, claw yourself out. Basically, our friends in albany saw fit to adapt the uniform management of institutional funds act putin. Sorry, management. Institutional funds act in their own distinct way. And many of us that the charity will side are dealing with trying to implement certain requirements of the new york version of this law. It does get give us a lot more liberty to spend and manage in doubt funds in particular and other institutional funds. But it has certain peculiar requirements, the most worrisome of which is a notice requirement to donors of older funds. And this is for those of you who work with charities or our donors. It’s not always. Welcome to receive a letter asking you to elect treatment on your fund. It’s led to a lot of confusion. Someone happiness, it’s just a unnecessary came out wrong, it’s. Just a aspect of the law that’s less than optimal. Okay. And i’ll remind listeners that we did have kathy boil on from cheeping hill advisors. Several shows a go for the full hour talking about the new york prudent management of institutional funds act, which is based on the uniform act that john’s talking about. Okay, little digression. But john got us in the quicksand, so we’re out. They’re jargon jail. And you were talking about the masters, the masters. Siri’s john? Yes. Those were for alex is here. Yes, we did. Yeah, before our regular luncheon programs, which are every well third wednesdays of the month. Eight times a year. And the masters for a just been a great place for people have high level discussions on topical issues, including nypmifa. Okay. Okay. And there’s something for the masters in the symposium. Alex. Exactly. So there are actually three tracks this year. One of the miss masters. Second one is nuts and bolts, and a third one is a new track called innovation. Okay, and we’re going to talk about those. When we return from this break, please stay with us. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. Welcome back. Come with john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium, which is what we’re talking about today. And alex, right before the break, you were acquainting us with the three tracks that you have. Please yes. So in in prior years, we had four tracks this year, we have three, so our nuts and bolts track is really meant to assist those new to gift planning or those who need a refresher of the basics, and we’ll have three different presentations. One will be a panel intriguingly entitled. We are all planned giving officers now, that’s actually meant for our major gift colleagues and others who want to come and just talk about the fact that everyone is expected to do a little bit in this area of plan giving her gift planning interesting. S o that’s really interesting. We’re seeing this integration and this breaking down of walls as my first just richard talked about as you heard some of that way alluded to this really is a trend that is significant, absolutely. And that has to go back to the name change at the national level and in our local level and what we’re actually doing and what we’re all actually seeing. So the reality of it is planned giving people raise outright gifts people who are expected to raise outright money’s might combine that with a plan gift it’s all what’s appropriate for the donor in front of you on dh with the challenge for the gift officer, whatever seat they might be sitting in is having to learn a little more. Is that john? Is that red john? Yes, and in particular, we have a lot of experience with older donors are group tends to skew older and their issues about getting old mental competency, health and other things that were sensitive to that. Frankly, some of our individual giving or major gift friends are not as sensitive to but again it’s falik said it’s really about being donor-centric on dh donors infect our our clients if we’re on the charity side and literal clients of our adviser colleagues. So it’s really just doing the right thing by the donor and sometimes that’s a blended gift and, you know you mentioned john your title. At the public library is still planned giving direct plan e-giving but are you seeing the integration there across fund-raising or or not so much or what? Not so much in our case, primarily because we have individual financial goals in the different silos in our shop, but i think that’s going to change it really has to change you think so? Yeah, ok. And i’m i’m asking you because the public library is, you know, a venerated old sort of old blind charity in in the country, right? And in a sense where a large shop as well so that those distinct groups can exist to some degree, there were four people in my group recently, so it’s a big plan giving group. Ah, and there are over forty, people in our overall development department. So it’s a big group. But i think even it’s in smaller charities, especially where there may only be one or two people dealing with individuals, they have to do all those things. And we again hope to be a resource for people who are interested in give planning. Okay, on dh that becomes the challenge especially then for the very small shop i mean let’s take a charity that maybe it’s just a founder and one other person that that that founder executive director has enormous challenges and but they’ll find something for themselves and for their organization at the symposium. Absolutely. And i think alex mentioned the nuts and bolts said that there’s nothing to track we’re talking one or two of the other sessions might just spur a thought or be applicable to a certain situation they’re facing. And again, i think, almost as important as the networking meeting other people in the same situation, talking to board members and others there who have a lot more experience and it’s really a great sharing experience old the whole day. And alex, how about the other the other tracks? Sure. So the other two tracks or the master’s track this past year is john mentioned earlier, we started a what we called a masters forum for the more experienced members of our group who wanted to have something that was a little more challenging or something at their level. Some of these people have been members for perhaps two decades that have been doing twenty or thirty years of work in plan. Giving or now gift planning, our master’s track is for those who are more experienced or for those who want to challenge themselves a little bit. We have the panel john described earlier and off the top of my head. We also have someone discussing charter bally trust, which is ah hyre level technique that donors who may be up against the five million dollar estate tax issue might be willing to consider. So we tried offer something for every level. So we talked about nuts and bolts. We talked about the masters. Our third, a new track this year is innovation and innovation focuses on the art and psychological aspects of gifts. And i think it’s that to which john might have been eluding recently. So there’s something for everyone there. This will be more the i don’t want to call it the soft part. But this might be why? Why? Someone would want to make a gift or how you broach a person in the correct way in order to get the best result in the end. That’s interesting that innovation. Why? Why you said that’s a new track? Did that come out of the advice that you got from members from last year? Well, in a way, it did, because every year we survey our members, we actually survey them after every lunch and all eight luncheons, and we take their advice to heart and we what we’re seeing throughout the years that people had some technical programs during the lunches and we try to mix it up a little bit on offer someone the rest of what they do. So the other part of what you do is the relationship side and that’s, probably even the more important side you could argue, regardless of your level of knowledge about this plan giving our gift planning aspect, you need to to be able to develop the relationship with the donor or the client. So that’s kind of how that came about a little part of the board looking at what we didn’t provide for members this year and then a small part of what we can do based on member feedback. Ok, of course, we’re talking about the symposium on may twenty sixth, but pygmy also does host monthly luncheons you mentioned. Why don’t you say little about those john? Sure, during the off summer months, every third wednesday, generally we have a luncheon program with a featured speaker and again a networking session beforehand, which is really quite important part of it and generally pre luncheon in the morning will have either a master’s form or a beginner seminar that was the pattern this year. In years past, we’ve had the same speaker doing morning session and then speak it lunch, so check it out and i think we didn’t give you our website yet. All this is on the website, which is www dot ppg and why dot org’s? Okay, you’ll be able to register for the supposing there and to find out about membership for next year, and we’ll resume those monthly luncheons in september. Okay, alex what’s the cost of registration. We have costs based on whether a person is a member or a non member. So i members get a little bit of a break. It’s two hundred seventy five dollars to register any time up until a couple of days before the conference. Non members. Or three. Fifty. And if you bring an additional person from the same organisation? Three hundred dollars. All right, that is the philanthropic planning symposium here. In new york city on may twenty sixth, again, the place to go to register is www dot p p g and why dot org’s? You’ll find out about the group and also the registration for the symposium there. I want to thank john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium. Alex, john, thanks very much for joining us. Thanks durney been a real pleasure. Thank you. Next week, it’s going to be craig newmark craig is the founder of craigslist and he’s going to be my guest he’s going to be with me to talk about craigconnects his latest venture, which helps connect people of goodwill for the common good by highlighting non-profits that are making an impact. I hope you’ll be with me for that conversation with craig newmark. Of course, again, i want to thank my guests today, richard slutzky, john bacon and alex brovey you can keep up with what’s coming up? Sign up for our insider email alerts on the facebook page. If you go to the facebook page, you’ll see quite a bit about the blue pedicure challenge as well, until that scrolls away, but the video will be coming soon. I promised document video documentation you will get it while you’re there. You can, like us, become a fan of the show. Always. The show is on itunes. You can subscribe automatic downloads, of course. Listen on the device of your choice. Anytime you like, you’ll find our itunes paige at non-profit radio dot net creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz, and sam is also the owner of talking alternative broadcasting and our social media is by regina walton of organic social media, who did an outstanding job helping to promote the blue pedicure challenge also want to give a special thanks to bobby fried l he is a professional photographer, he’s in the studio today, he’s shooting stills, he’s shooting video that will be available on the facebook page as well as soon as we get that all together. So special. Thank you to bobby freidel. This is tony martignetti non-profit radio always talking about big non-profit ideas for the other ninety five percent. I hope you’ll be with me next week. Next friday, one p. M eastern here on talking alternative broadcasting, which is always at talking alternative dot com. Durney metoo. I think that’s. A good ending. 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