Tag Archives: Claire Meyerhoff

Nonprofit Radio for September 21, 2012: Abbondanza Alliances & Claire’s Cliches

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Rosanna Imbriano
Rosanna Imbriano: Abbondanza Alliances

Rosanna Imbriano–a true Italian–and principal of RI Consulting, encourages you to secure strategic alliances that expand your marketing and save your marketing budget–because they cost you nothing.

This segment with Rosanna has a survey. Please take a moment to answer three quick questions. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
 

Claire Meyerhoff
Claire Meyerhoff: Claire’s Cliches

Claire Meyerhoff returns. She’s principal of The Planned Giving Agency and creative producer of Nonprofit Radio. This week she’s got cliches aplenty for you to avoid and simpler words to replace them with. The show’s Jargon Jail is sure to suffer overcrowding.

 
 

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Zoho dahna oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for your for the other ninety five percent. I’m the aptly named host. Oh, do i hope you were with me last week? I’d be in distress if i learned that you had missed last week’s show, which started with small shop planned e-giving claire meyerhoff is the principle of the plan giving agency and this show’s creative producer. We talked about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turned the tables and interviewed me at last year’s national conference on philanthropic planning and last week events technology, scott koegler was with me to help you with event planning, he shared free tools to collaborate with the volunteers, employees and vendors who were putting your events together. Scott is our regular technology contributor and the editor of non-profit technology news this week aban danza alliances roseanna imbriano a true italian and principle of our eye consulting encourages you to secure strategic alliances that expand your marketing and save your marketing budget because they cost you nothing and claire’s cliches. Claire meyerhoff returns two weeks in a row it’s too much already she’s, principal of the plan giving agency on dh, still creative producer of this show this week, she’s got cliches, plenty of cliches for you to avoid and simpler words to replace them. Jargon. Jail is sure to be overcrowded this week between the guests on tony’s take to my block this week is seven tips for small shop planned e-giving. I don’t think that requires any explanation. Are you on twitter while you’re listening? If you are, use the hashtag non-profit radio to join our conversation at this moment, we take a break, and when we returned roseanna imbriano and a bonanza alliances stay with me. They couldn’t limp dick, dick tooting, getting thinking, you’re listening to the talking alternative network, itching to get anything. E-giving, you could joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent with me now is roseanna imbriano. She is a marketing strategist and consultant, she’s, the owner of our consulting, which you’ll find it r ight consulting llc dot com she is past president of the essex chapter of new jersey association of women business owners and his marketing director for the center for italian and italian american culture. Mary-jo no, senora, welcome, amjad no, tony, actually bump a gritty joe. Oh, i’m stumped already. What does that mean? Good. I mean, good afternoon. Okay. Thank you. I said, well, good one, john doe is ok. Can i use that? Anytime? Of course. Okay. There’ll be plenty of opportunities for you to correct me, so don’t don’t don’t jump it small, small things that i get the half right. Well, you’ve already tagged me as a true italian, so i have to live with that. All right, all right. We’re talking about strategic alliances. Abbondanzieri, alliances. What is your definition of a strategic alliance? Ah, a strategic alliance. Our two entities that are committed to each other’s success. It’s that simple. That simple. Okay, what do they what sort? Of things, do they do they do together? What? Where they committed to each other’s success. Well, uh, first of all, because it’s beneficial to both of them, uh, you want to start when you’re dealing with a non-profit teo, look at where are their supporters coming from eyes their common thread. Is there something that is unique to both of them? And you start to develop a plan of what do they need to do together? What are their goals? What? What were they looking to accomplish? Okay, so i put it down on paper. Okay, so we’re starting to look. We’re sorry. Look, for commonalities, something in common maybe could be same constituency could be related. Work would be one’s work and maybe one’s interest in in joining that work. But they’re not currently doing it. Would that be acceptable, partner? Yes, acceptable. Someone whose mission statement is similar. Okay, i pulled the listeners before the show and asked, have you looked outside your organization for other charities or cos you can ally yours with? And i think it’s very positive. One hundred percent said yes, they have done that. And the other option was no, i better listen to the show, hopefully people other than the survey listeners are listening to the show because it is only that i mean the survey completed because it was only a survey complete er’s then they wouldn’t be listening to the show unless they wanted to get even more than just strategic alliances from it. So hopefully there’s other people, but i’m sure there are no yes, and it also is that maybe those people who actually doing things on and have developed these strategical lines can do it more efficiently. They want to learn more exactly it’s where they’re listening to the show. What? What a business development person you are for me. Thank you. So now we have identified that we can save some money at this too. These don’t need to be costly, right? Yes. It is a miss in the marketing community. Uh, that in order to create business or create revenue, you need to throw money at marketing. Okay, you don’t really have to spend thousands of dollars. Some of it is right underneath your nose in terms of developing business, it’s just a different way of thinking outside the box. And so for little. Or no money. We can also get sort of ah, multiplier effect, because you’re going to be learning and gaining from your your alliance partner correct, i have actually had non-profits i’m working with or have worked with in the past that have increased their donations, or they’re giving ten percent with a one strategic alliance, okay? And but of course, it doesn’t end with increased giving. You could maybe increase volunteers or maybe gained new board members, right? I mean, there’s other things besides just giving go ahead so well in the nonprofit world, we’re always looking to do a lot more with less, and we all know that if you have been in non-profit you know that especially in these economic times, so you’re trying to think outside the box of what can you d’oh? How can you multiply your success? Whether it’s having people attend an event, whether it’s donations, whether its membership, um, there’s so many different ways and you can have strategic alliances in different areas, they don’t necessarily all have to result in just donations. So that’s the in the box thinking you need to step out of the box. Okay, so are there. Other things than the ones i mentioned that could be gained from a strategic alliance. Yes, um for instance, who you definitely have membership. You have donations. You have attendance at different events from you. If you’re doing a huge fundraiser, uh, and you want to have two hundred people that will how do you get for hundred people there? So it’s it’s different things that you want to look at? You wantto align yourself with maybe a different venue vendors that air providing services to the non-profit different other organizations that have the same mission statement. It’s endless. Okay, okay, way have just about a minute before a break. So why don’t we just start to talk about how do you start to find these partners? And then we’ll take a break and continue it. Okay, what i usually do when i’m working with non-profits has asked them where their supporters are coming from and kind of get a baseline of what they’ve done in the past and what they haven’t tried. And then then i go a little bit further and then start to do the creative part. Okay, the that thinking beyond what they’ve been doing, correct. Okay, all right. We’re going to take our break when we returned. La senora, the true italian. Rosana imbriano stays with me, she’s, a marketing strategist and consultant, and we’re going to continue talking about strategic alliances. Stay with us, talking alternative radio, twenty four hours a day. 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 fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time, join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to know what’s, really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven it will make you smarter. 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 wait! Duitz honey. Way i see the marquis. Miree tim that’s not booker t and the mgs that is michael castaldo, he’s singing brooch piela terra the theme from the godfather the reason i decided to play that is because michael introduced metoo roseanna and i wanted teo give a shout to michael. You can hear more of his music at michael castaldo dot com sabelo j c senora altum piela sabelo chairman’s what a beautiful grayce voice, of course, let’s see, i’m all i’m all a flutter now with different music. I’m i’m used to booker t and the mgs singing jelly jelly jelly roll okay, way. We’re talking about how you start too find the strategic partners are going to be that are going to be with an alliance with you. So how do we how do we get started with that? Well, we definitely have tio have a baseline when i’m working with a new non-profit you need a baseline, you need to know what they’ve done in the past and what they have not tried, according to to the strategy i implement with them and start to look at, uh, alliances that they currently have and then look at alliances that they may need to. Develop uh, i am definitely in the frame of mind to understand and teo latto isolate that this doesn’t does not need to be a process in which you need to spend a lot of money to do. You may spend the money in furthering relationships, but not necessarily to develop them on. And then once you’ve identified, you know and you’ve identified a partner, you want to know what their goals are, what goals are what your goals are. Wait, let’s, not go let’s, not go too fast. We still have to need some help identifying the right partners. You and of course, a consultant could be indispensible for this. But there are small charities that may need to do it on their own. I would think networking is a part of trying to find the right organization, right? You want to be out there in the community? Absolutely. You want to have a very professional web presence? Some of the charities that i have work with, uh, have excellent websites. Very easy to use. Very that you can maneuver and find them very easily. They have very clear, clean look, help them. Whatever makes the process simple and if you make it difficult for feeding people to find you, they’re not going to find you, obviously, and and while they’re looking for you, you could be out on the web looking for for for partners as well. How would that research where’s that research look like? Well, it depends on, you know, again identifying what you’re looking for, that’s half the battle on, once you identified the type of person that the type of alliance that you want, then it makes it easier to search the web, of course, okay, and we’ve been talking about outside partners, but this you could have an alliance with people that are already known to you, they’re just they’re not sure how to how to help you write direct or they’re not sure how to help you. So when you have these partners, they act as an advisory board as a board of directors that can help you grow your business and buy-in versa. Okay, i got to send some live listener love out. Troutdale, oregon welcome carrollton, texas welcome, dalton, georgia. Welcome, welcome live listener love going out to the pacific northwest. This and the south, mid and southeast. You talked? A little about goals. What might some of our goals of these strategic alliances b the goal for any non-profit of courses is donation worships? Uh, getting people out to events, tendencies if you have a gal, a golf outing and you have no one that comes so you know, it makes it’s no use or if you’re promoting that gal thought in three weeks before the event it’s not working, but if you take your database and within the database, you have organizations that you are aligned with that have, um, you know, an email database of ten thousand each, then multiplied your success. Okay, right. So, there’s, your multiplier, because you’re going to be sharing marketing in your example, you’re going to be sharing marketing with them, and they’ll be sharing with you and correct there’s, your there’s, your multiplayer. Okay, those of course, our relationships that are concrete that are developed and there’s a win win for both parties, right? What? So now, how do you translate some of your goals or your specific goals for the alliance into the right strategic alliance partners? Well, because you’re you’re going to determine what the goal is for both. Parties, you’re going to determine what are what are both parties looking to get out of the relationship? And is it feasible? Okay, i’m going to evaluate that over a period of time. But, i mean, as you’re doing your research to try to find the right partners, how do you go from the goal of, you know, we want more people at our golf outing next year to finding the partners that are going to help you do that to researching, you know, finding the right potential partners, right? You’re going to see if you can find the people who are commited the people who are have a vested interest in your organization in your mission and may be a partner for that particular event. A corporation, you know, a donor aa sponsor. Okay. Okay. Um and when we have identified the right alliance partner or partners, then i assume there’s some negotiation that goes on, say little about that. Yeah, you want tio? I don’t get too involved in the process. What i’d like to do is basically to write the goals down and tow. Have both parties sign it so that we know six months from now. What have we committed to and what was your portion of the deal? And what is my portion of the deal and agreed to that? Because over a period of time, people tend to forget what they promised each other, right, so and then evaluated. Okay on, we’ll get to those steps, but but the process of negotiating what’s going to be in the agreement, you know, you’ve got to give some i’ve got to give some and there’s just going, tio, we’re trying to accomplish i’m sorry. So based on what gold both parties are trying to accomplish, okay, right? And now you said you like to see this in a assigned writing should both parties actually be signing this? I believe that you should have the commitment. Yes, my my attitude has changed quite a bit over the last couple of years on that tony on ly because, like i said, i people have short memories. Sounds like you got your client’s got screwed is what you’re saying. Well, now, you know they’ll say, well, now i didn’t promise you that. Well, yes, you did. Uh, people forget what they always sit down when you’re having a meeting. And people forget so a one page document of both parties. Responsibilities signed by both parties, i think, makes more sense. Okay. And isn’t usually the executive director seo’s that you see having these conversations or is it somewhere lower or board level? What, depending on mott non-profits it’s usually the executive director? Yes. Okay. Okay. And of course, there’s an important something else you touched on evaluation, of course. So you say something about evaluating this? Well, in order for this strategic aligns tow work, both parties have to be committed. It has to be a win win if one party is winning and the other one is losing than over a period of time. It’s just going to fall apart. So you want to make sure that you evaluated every three months hyre so that neither one of the parties is wasting too much time. If the alliance is not working or if the alliance is working, just how do how do we make it work more efficiently? Okay, so we’ll go back to that written document and evaluate based on that correct and then makes the adjustment. Okay? And we can’t be afraid. Teo cut ties when things aren’t going so well, correct? There is not working for either party. It really is not it’s a waste of time and money. Okay. You have, ah, client example of successful alliance that you want to share. Yeah, actually. For the non-profit i am currently involved with, uh, which is the centre for italian? Italian american culture is an organization that has been in existence twenty one years. Um, i been in my position for the last three and a half. Last year. We were able to produce for our annual fundraiser events seventy two thousand dollars in one night. Okay. And that was significant increase, i assume, over past years, correct. It was one of the most successful in twenty one years. Okay, so it’s, not like the year before was seventy one thousand five hundred. Okay, we probably took it to the point where we did double or tripled. Um, the success. Okay. Okay. I pulled listeners for their own success around strategic alliances. And about eighty five percent said either they’ve done this either very successfully or somewhat successfully. About fifteen percent said no, not not so successful. What? What problems have you seen that we can help listeners overcome onda void when you’re developing these alliances, they both parties need to be committed. Okay, sometimes you have situations in which one party is not as committed as the other, and so there’s sort of an imbalance there. So even though even though they commit, they’re not really committed, correct? They make promises, they don’t promise, they promise and don’t deliver. Yeah, okay. Okay. So how do you how do you make sure that you’re alliance partner is serious. Ah, well, you start by choosing the right partners. It’s, just like a marriage. You start by choosing the right partner, right band. If if if. If you’re not choosing the right partner from the beginning, it really makes no difference how much effort of time or money you’re putting into it. It’s really not gonna work? So, exactly. But how do we do? Make sure that we’re getting the right partner, like instinct and research of you know what? What’s your advice around, making sure we got that right, partner. You have to kind of feel it out. It’s every every relationship is different. Every it depends on whether it’s a new relationship or something that has been there’s a history there. You have to really evaluate each individual situation is different, but you want to trust your gut instinct if your instinct for me it’s instinct, not for a lot of other people, i can pretty much read whether the relationship is going to work or not work for the non-profit or a client. Okay. On dh. Probably a good idea to maybe start small in your alliance. Start with a smaller project to do together is what i mean, something like that. Something maybe that works that way. But there many times, like in your particular industry, finding a person who has ah, ah, lot of money that they want to donate to a tower charity would be wonderful. Uh, and you know, something like that. How do you start small? You really don’t it’s a person who either want to do it or they don’t. So it’s. Very simple, simple process and my job as a consultant to these entities, there’s, just to make the process simple for both parties. Okay. Um rosanna, why don’t you share with us? What? What is what is it that you that you really love about bringing? The right parties together what really moves you about this work? Okay, we’re fortunate to live in the united states of america where non-profits thrive and that there’s a non-profit so for every mission, every possible issue out there and what what brings me the satisfaction i had for many years and continue to have a client who every christmas donates to annoy organization called oasis in patterson, and the client donates thousands of dollars every year to this non-profits the women and children could have a wonderful christmas, which they wouldn’t ordinarily have. And for me, those kind of matching up people to for a greater good is really what i live for. Ok? And how long have you been doing this work? I’ve actually been doing this all my life, but in my own business for about twelve years. All right, now you contributed to a book by new jersey women business owners. Why don’t you tell people what? What about that book and where they can find it? Okay, the book is called jersey women mean business. The big both business advice from new jersey business women owners, business owners. I’m sorry. And they could get the book at. Uh uh. Woodpecker, press dot com www dot woodpecker press dot com it is a compilation of seventy two business women across the state of new jersey. It was the brainchild of the publisher, dahna thompson. Yeah. To bring all these business women and their expert teeth to the economy and to grow the economy. Okay. Now all the contributors are not italian, though, are they? They are not, but added seventy two, we have about twenty one, twenty two women that are italian in italian american descent. Dahna third. Okay. That’s pretty good. Right? Was still still recommend the book. Okay? Yep, yep. Way. Okay, you’ll find that it woodpecker press dahna dahna thompson, by the way, is italian american. So is our editor, joyce christine. Oh, and our graphic design who person? Richelle bonem isa. So all these women together are a force to be reckoned with. Okay, alongwith you. Rosana imbriano is a marketing strategist and consultant. You’ll find her at our eye consulting. L l c dot com assume our eyes is not rhode island. That’s who’s on imbriano. Okay, it’s. Quite a coincidence. If you were in rhode island that we even better. That would be even roseanna, thank you very much for being against tony is my pleasure, it’s, always a pleasure to spend some time with you, and i think what you’re doing for non-profits is is a tremendous asset said in that industry. Oh, thank you, thank you so much, although buttering me up is not going to get you on the show. So it’s too late for that, but thank you for your kind words. I’ve gotta send live listener love, teo, somerset, new jersey, mountain view, california. Cool rest in virginia, all these different states, i love it, live listener, love out, tio, california, virginia and new jersey, where rosana imbriano was from stay with me. And when we returned, it’s tony’s, take two, and then claire’s cliches. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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 if you have big ideas and an average budget tune into the way above average tony martin any non-profit radio ideo, i’m jonah helper from next-gen charity. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is seven tips for small shop planned e-giving and i want to focus on just the very first one of those seven, which is you don’t have to be big to be successful at planned e-giving lots of opportunity in planned giving for small shops you basically to start with big quests or iras or something that’s, just simple for people to understand and easy for them to execute and that’s very common in people’s lives like a will or like an ira or a pension, and you just encourage people to include your charity buy-in one of those methods, you don’t have to have expertise and sophistication either on your board or as consultant, or even now in your development staff. I just want to break down the the perception and the myth that you have to be a big shop to be successful in plant e-giving it’s just not so, and there are six other tips for small shop planned e-giving on my block, which is that tony martignetti dot com and that is tony’s take two for friday, september twenty first, the fortieth show of the year. Now at the break, i had a text message. Someone requested that i play mala femina which again, my bad italian. But i’m gonna soon. Mala femina means bad lady and here’s our bad lady clare markoff climb arika half. How are you? Welcome. Hi, tony. Thanks for having me on the show. It’s. My pleasure always to have you back. Claire’s, of course, principal of the plant e-giving agency and she’s, creative producer of this very show. And this week we’re talking about claire’s cliches. Why are cliches bad, claire? Well, cliches, they’re bad because they’re old and they’re tired and they’re worn out and when you’re a non-profit trying to inspire people to volunteer for your cause, care about your cause and especially donate money your cause then you’re writing should not be tired and worn out. It should be fresh and vibrant and draw you in ok, but these air phrases that we phrases and sometimes just single words that we all understand that is a is a common understanding, even if there may be a little wordy. What’s what’s the problem with everybody, you know, if you’re using something that everybody, everybody grasps easily, well, you know, it depends on every single situation, so in some situations, when you have no time to think and you’re in a real hurry and, you know, a cliche is what comes to mind? Well, yeah, then just, you know, spit it out and use it and if your audience is, you know, inspired by that word great, but for the most part, what i find is that when people do use cliches and these air things like, you know, staying ahead of schedule or, you know, there’s millions of them and we’ll go through a list, but when people use cliches often times it’s just because they were in a habit, right? It’s a habit of using it and a lot of times what it signals to me is that if you’re in, like, a habit of using these phrases over and over, like, make a difference, make a difference, maybe it’s time for something new, and perhaps you need to re think your entire communications system and what you’re doing and what you’re telling people if you’re falling back all the time on cliches and jargon, okay, i assume you would you also would argue for economy of words, maybe using fewer words sometimes to say the same thing. Like you said the example you gave forget which phrases but another one at the present time or something you like. You like it exactly, because tony, think about how most people learn how to write you learn how to write when you’re in school, especially when you get to college so your college freshmen and you have to turn in a paper and the teacher wants fifteen pages. So as you write, you’re just like your so effusive you do just like all these words come out of you because, you know, gosh, i’ve gotta fill up fifteen page if i need to sound smart and important, so you start writing like that. But then when you get to the real world, not that many people are looking for a fifteen page paper from you’re either a five page paper from you, bennett, he needs five words from you write like a really nifty thing on a twitter or facebook or or in a postcard or something that you’re sending to your donors just a few lines to really? Did someone excited about something? It’s, not a fifteen page paper, even a two page paper. So economy aboard is really, really important to sort of change your whole mindset from that writing for writing sake to writing for, you know, being exciting and being interesting and really making your point in in a clear way that paints a picture in the person’s mind, okay? And you’re not being paid by the word. No, you’re not being paid by the word, not at all. A matter of fact, you should be thanking yourself is being paid for the fewer words, maybe you get a bonus instead of getting paid like, you know, ten cents a word instead, you’re getting paid like you know, one hundred dollars if you khun, if you could do it in half the words or something, if you think about if you think about okay, you want you want charity clarity, right? Hey, that’s! Good. I like that charity clarity. Okay, cool. You’re always pointing new phrase change one letter. I know charity clarity school alright. Came up with one the other day with one of my clients at the national wildlife federation and we had something that at first seemed terrible. This thing happened right with the letter we were sending out, and we thought it was a terrible thing. But then, all of a sudden, we realize, wait a minute, maybe that’s. Not a bad thing to think that through. And so the phrase we came up with horror and hope. Of course, i’m a fan of alliteration, ze mean, we’re here talking about claire’s cushions, so horror dankmyer strikes, right, right? Uh, right. So what? You’re gonna run time with something you think? Well, maybe there’s hope in this first you’re horrified, but maybe there’s, hope, horror and hope. Um, let’s. See? So your your interest in this goes back because you’re old radiohead, u did radio journalism? I mean that’s ah, you got to be concise in radio journalism, don’t you? Absolutely and that’s where? That’s where i come from, i’m a non-profit girl through and through mostly and fund-raising especially with plan giving, marketing and that’s what i do now, but my background is i was a in the broadcast duitz business, so i worked in radio news as a reporter and anchor it all news radio station, and i’ve also worked at cnn as a news writer, writing especially on some of the international shows, so but i always like to tell people, is when they say, well, gosh, i don’t think that i can explain our mission, you know, in in three sentences final it’ll go on and do that. I always say, you know what? I think if i could explain the ethiopia eritrea border conflict in three sentences and tell you the latest what’s going on with that conflict, give you some person effective and some background and what’s next, if i could do that in three seconds, if i think we could talk about your food pantry and i love your drop names to national wildlife federation, cnn, you know, so she squeezes those in there it’s but their admirable well, they’re the truth that our revolution and and that’s the thing and it’s details and and when you talk about writing details are actually what make it interesting, because as soon as i say, like i was a writer at cnn, like, you know what that means, like you picture that you’re like, wow, you know, when i see the person reading that on tv and i see the person covering that story, yes, someone has to write that. So when i say national wildlife federation that’s so it’s a big non-profit that you know, that has a has a big old mission. You know exactly what it is. So details are really important and writing rather than a bunch of fluffy. Words aren’t any details? Ok? Charity clarity what i always love about cnn is the people who write the the crawl i always admire, but the you know, for listeners, i don’t know what the crawleys keep myself out of jargon jail that that those words at the bottom of the screen that air that air crawling across and describing you said, you know, ethiopian eritrean border conflicts, but they’re doing it in the twitter space one hundred forty characters or less. That’s that’s really amazing, right? Sort of the original twitter when you think about it long before twitter, you had the crawl across the bottom of the screen and crawl started pretty much with breaking news, even in your local television station, maybe dio something going on, you would see that it would be like, you know, weather alert, you know, tornado warning in effect for these areas so that’s really where the crawl started and then when cable news became all the rage, you know, they started doing crawls to and, you know, think about the crawl right it’s like you’re listening to a story about the economy and business, but then there’s a crawl on the bottom that’s telling you like fifty other things, including the fact that lindsay lohan has been arrested again. So it’s it’s it’s the crawl you khun and she just she just hit somebody in new york city i think just just, she said, but it is always time latto proportion he was just looking for the money. Ok, well, really interesting that you’re non-profit involves lindsay lohan called go for what we were talking about the crawl and we were talking about writing for writing for broadcast and here’s the really important thing that you learn what you write in broadcasting and it’s called the teas and it’s a little thing that you say before you know what’s coming up i hate those damn things i hate that cheez its such a tease in the shadows dankmyer get you to stay tuned. For instance, i just thought someone about about writing teases and teases that’s applicability to toe like facebook and to your block and you know headlines for block to get people to come and read your block to read the post so if you tell them what’s in it, if you say like, you know, unemployment is up sixteen percent, you know, or whatever. Then then you’ve already told them the news and there’s no reason st john to read your blood if you say, if you say, you know, fascinating news about unemployment statistics coming up next, you know, like, oh, god, i need to hear that e i know you’re complaining, but the fact is that work, you’re doing a good job and they were i know i’m complaining because they work, they keep me teased and then what? I really get annoyed with me. All right? I’m so annoyed i gotta send out live listener love because got to counteract my annoyance live listener love staten island, new york welcome international china non jin welcome korea welcome korea welcome china more close to home. Welcome staten island live listener love out to those three as well as we still got california, virginia, new jersey, georgia it’s, incredible, texas okay, i feel better know the reason i don’t like to tease is because it works, but you know, what really gets me about the tease is when they tease it and then there’s the commercial break and then they don’t, then they don’t fulfill and then and then wolf blitzer teases, and then he teases it again before the next commercial. Yeah, that’s, that that is very, very annoying. And i do if i’m going to be teased like that, i want i want to pay for it. And then and then, if there’s no real payoff like if it’s the greatest thing you’ve ever seen, like the greatest video you’ve ever seen in your life, then maybe that’s one thing, but if it falls flat, which a lot of times stories d’oh, it’s like you need to deliver. So let’s, think about that in your non-profit writing. So you have a newsletter and you know, it folded up four ways, right? Put in the mailbox and then it lands on your you know, boardmember kitchen counter with all her mail, and she picks it up, right and and it’s it’s folded over his little piece of tape. So you want her to open that. So if you if it’s really like boring on the outside, well, maybe should not even gonna open it, not gonna open it for days. So the thing is to think about what’s on the outside and that little space that you have right a tease. So instead of saying like news and information inside, well, that’s real estate that you’re wasting writing teams there say, like, you know, what’s what’s, the biggest thing that’s happened lately, you know what? That was totally i just thought of that. I mean, i don’t know what your biggest thing is. So even that’s better than then news and interesting information. You look out the information, look how good clarence c i was ranting about wolf blitzer, and she brings it back to the yurt fund-raising newsletter on the kitchen table so so well, so well, adjudicator so thank you. I know i’m grossly inelegant. That’s why claire’s associated with the show to keep me in. I’d like to give a little shout out to the person who taught me everything i knew and that was built. Torrey william tory who’s, the network newscaster worked in neutral radio news and nbc and everywhere else and is a long time d c news guy. And when i was an american university in the early eighties, i’m dating myself here. Oh, my god, you’re really you’re in college in the early eighties. Oh, my god, i was in college in the early eighties, graduated college in eighty three along with my friends julie malkin and angie column these and these are all people now that work for top notch news agencies, and we were all in the same class together. We were young, twenty twenty one year old students in d c very excited about working in the business. Our teacher was built, torrey. And he came from the business which was so important, because in communications, sometimes you get these teachers that are academics, and they’ve never actually worked in the business. But bill had worked, you know, in news and was probably working at the time we had him and he would say things like the beginning of class you take, okay? Let’s say, something’s happening down on you? No dupont circle. How did you get there from here? And, you know, some of the kids to be like, well, i don’t know i’m not very good at directions, but i would raise my hand and say, oh, massachusetts having to make a left and it was it was really interesting. Way to see, like, who could be a reporter? Okay, that was you. Know it’s, that project stuff, so the writing that he taught us was great, because he would say, just say it. So the classic thing i always remembered, all right, one last shot, and then i got to just say, we got to take a break, go ahead, say it, we got to take a break, okay, we’ll make it really quick with the word used, bill said to us. Well, the last time you heard someone say, i saw three youths running down the street, youth, all right, i’m going to quibble with that one, okay, we got to take a break when we returned the way, come back with claire’s cliches, principle of the plan giving agency creative producer of this very show. You may be surprised to know that we have one, but you’re talking. You’re listening to her stay with us, talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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. Dafs you’re listening to the talking alternative network. Welcome back with claire’s cliches, claire meyerhoff. And i just realized, of course mean, before every break i tease. So i’m a hypocrite. Well, learn. You learn from me. So i helped you build out the show. So i taught you about the cases on the brakes and things like that. But you did teach me that much let’s not get carried away. You talking a few things, but no, he taught me a lot about your hot considerably. Yes, my clock. My time sheet. Okay. So youth, you know, what’s. So what’s wrong with saying we do youth youth development or youth mentoring? Well, i mean, that’s. Fine, if that’s if you’re talking to another person in the nonprofit sector, so say you’re at a conference and you need someone and it’s that’s the easiest thing to say, like, well, you know what is what is? What is new beginnings all about? They see your name tag, right says you’re non-profit beginning what’s new beginnings. Hold over your development agency, that person that works in the non-profit they know immediately what that is it’s shorthand. But now when you’re in the real world, if you meet someone at a cocktail party and perhaps there your next big donor, and they say, oh, well, what do you d’oh? I haven’t non-profit called new beginnings really well, what’s that oh, used development, the person might be like let’s say they don’t work in schools or anything even remotely related to that you’re just gonna they’re gonna tune you out instead of saying, well, gosh, you know, we heat we help teenagers that are really having a rough time, and they come to a failing in school and they come to be of a program where they come every day for two hours and by the end of six weeks there, you know, now they’re they’re getting, you know, degrades and and they all have an after school job, right? A detail much richer. Um and yeah, just you, right don’t write for for people in the nonprofit world because a lot of times, you’re not talking to them, all right? Because, you know, shorthanded fine jargon is fine when you’re talking amongst yourself, and sometimes you come up with your own jargon, like like my my favorite client of the national wildlife federation, we have it, we have a term called block and it just means, like, make stuff like, like, oh, we have this new thing all of a sudden she’ll say what we need to block and that just means we know what that means, it’s like, okay, we’ve got to come up with, you know, like the mailings were going to do, and they were going to write things that were going off. We have all these things, and we already know, like what that means, but i can’t go to someone else and say, let’s, watch, right? Of course, that shorthand that we’ve come up with. Now you have a block post work together, you have a block post on this subject, which has a list of jargon, e words, a big list of words and phrases on we’re going to talk about a couple of them, but why don’t you tell people where they can see your comprehensive list of jargon offenses? Well, i’m i’m a frequent tour or sometimes frequent writer and blogger for non-profit marketing guy dot com, which is run by the marvelous stand kitty larue miller, who was really just a genius, and i tend to write for her all kinds of stuff about the media were related to the media, so i wrote a three part series recently about georgian and cliches and writing more concisely and writing more. Okay, where can we find it? Non-profit marketing died dot com mark non-profit marketing guide dot com con word not, or there may be a link to it on your i’ll have to put it on your page. Well, you’re welcome to put it on the show’s facebook page and also the show’s linked linked in group two don’t forget linked in okay, so you go if you go, you know you go to non-profit marketing guy dot com and you’ll see the block and i’m right now. In the second post, my most recent ones so titled jargon jargon, we got jargon, we just have about ninety seconds left. Claire meyerhoff what’s wrong with despite the fact that despite the fact that it’s just long it’s long, why would does anybody say that when you, when you’re talking, despite the fact that no it’s just but okay, all right, i might quibble with some of these not that one i don’t really like, despite the fact that it’s funny it’s like they were, you know, these are from bill torrey, my college teacher had these years ago. And, you know, they’re collected from different sources, like the bbc, the ap, you know, put together by some of these teachers at american university that he worked with, like lincoln, ferber and and and all those guys. So these air list just kind of had around, and he scanned them and sentence which is and wonderful service. What if we render assistance to people? What? What? Everything render assistance to, would you say, would you say i was driving down the street and i saw this poor woman and she had a flat tire, so i immediately pulled over and rendered assistance. I would not say that. I would probably say something more like help. Yeah, i pulled over and helped her system. I would even say assisted right, helped helped. Right? And the thing is, when you use long stuff like that, you know, you could put more details in there. So instead of saying i immediately pulled my car over to the side of the road, you could say, like, you know, she was she was down on her, you know? She was sitting there on the ground that she looked so sad trying to figure out daddy is jack. So i came over and helped, so i helped her way have to leave it there. Claire meyerhoff, principal of the plant e-giving agency. And this show’s creative producer clare, thank you so much for being on again. Thanks, tony it’s. Always a pleasure. My pleasure as well. Even though it’s been two weeks in a row. Still my pleasure, claire. I hope you’ll be with me next week when emily chan will return she’s one of our legal contributors she’s going to be alone. Jean will not be with her she’s from the non-profit and exempt organizations more group and she’ll have something interesting and we’ll have some fun around the law. Have you joined arlington group? You heard me mention it for pete’s sake. Join the group and i’ll stop saying it. You can post your follow-up questions and the guests will answer on the linked in group i host a podcast for the chronicle of philanthropy. It’s called fund-raising fundamentals it’s, a ten minute monthly podcast. And that one is devoted to fund-raising topics it’s on itunes, it’s. On the chronicle of philanthropy website. If you like this show, please check it out. It’s called fund-raising fundamentals wishing you good luck the way performers do around the world. I’m keeping it up. I did italian a few weeks ago. That was in boca. Lupo, remember? And the answer the answer was crappy lupo in the mouth of the wolf and let the wolf die. But since we had the real italian roseanna imbriano on today, michael castaldo helped me out and we have another version of the italian as we robbed through with the italians today, michael costello taught me in the ass of the whale and let’s. Hope you don’t take a ship which sounds much lovelier as in cool. Oh, allah bolena and the reply would be sperry. Ah, mo can oncology so i wish you this week in cool. Oh, allah bolena, i hope it’s oh, it’s comfortable in there for you, our creative producers. Claire meyerhoff. Hard to believe, but it’s true. Sam liebowitz is our producer line producer on this show. Social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, how i hope that you will be with me for another live show. Next friday, one to two p, m eastern on talking alternative broadcasting. The singing live at talking alternative dot com. Dahna sending dick dick tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network. Get anything? Nothing. You could. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 hunters. People be better business people. You’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. This is tony martignetti athlete 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 are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s the talking.

7 Tips for Small-Shop Planned Giving

Claire turning the tables and interviewing me at last year’s National Conference on Philanthropic Planning!
These ideas come from my interview of Claire Meyerhoff, principal of The Planned Giving Agency, who turned the tables and interviewed me. It played on last week’s Tony Martignetti Nonprofit Radio and it’s embedded below.

Here’s the executive summary:

 1. You don’t have to be big to do Planned Giving. Dismiss the idea that only big charities with lots of expertise can have a Planned Giving program. It’s not true.

If you’ve been around for at least 5 years and have individual donors over age 60, you’re ready.

 2. Make your message about the donor. Keep your copy free of fundraiser jargon. Here’s your test: would your dad and grandmother get it?

 3. Start simple. Bequests in a will and naming your charity as a beneficiary on life insurance, IRAs and pension plans are easy to promote and easy for your donors to execute. No expertise required.

 4. Say “Thank you.” When you learn of a gift, don’t let your first thank you be the last. A small recognition society is an ideal way to keep donors engaged and regularly express gratitude. You do this for donors who make outright gifts. Your deferred gift donors deserve the same.
 
Give your society a name that’s unique to your organization. Avoid “legacy circle” and “heritage society.” They’re ubiquitous.

 5. Talk about something new. Inaugurating your Planned Giving program is newsworthy. Creating your recognition society is newsworthy. The mere fact of your existence and hard work isn’t enough to get attention. What’s new?!

 6. Ask. If you’re not asking for gifts, you’re leaving money on the table. If planned gifts come in without asking, you’ll get even more when you start asking.

 7. Talk about the impact. Tell us what a bequest will do for your charity. Provide food or clean water? Rescue a cat? Save lives by investigating human rights abuses?

There’s a lot more on this subject in my series for GuideStar, “Make 2010 The Year YOU Start Planned Giving.” It remains timely in 2012.

Here’s the video of my interview with Claire.

Nonprofit Radio for September 14, 2012: Small Shop Planned Giving & Events Technology

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Claire Meyerhoff
Claire Meyerhoff: Small Shop Planned Giving

Claire Meyerhoff is principal of The Planned Giving Agency. We talk about marketing gift planning in ways that are not same-old-same-old for small- and mid-size charities. Claire turns the tables and interviews me at last year’s National Conference on Philanthropic Planning.

 
 

Scott Koegler
Scott Koegler: Events Technology

Scott Koegler returns to help you with event planning. Use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. Scott is the editor of Nonprofit Technology News and our tech contributor.

 
 


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 audio podcast of this episode: 109: Small Shop Planned Giving & Events Technology. You can also subscribe on iTunes to get it automatically.
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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent friday, september fourteenth. Oh, how i hope that you were with me last week. I’d be devastated to hear that you had missed get out and communicate positively. Sharon abbott is the author of mixing it up the entrepreneurs new testament and her strategies apply to small and mid sized non-profits as well. At the next-gen charity conference in two thousand eleven, she and i talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon’s e sharon even read my face to tell me what kind of a communicator i am. You see what i put up with for this show face reading and secrets maria simple is the author of panning for gold. Find your best donor prospects now, of course, you know she’s, our prospect research contributor. Last week, she panned for research gold in sec corporate filings this week, small shop planned e-giving claire meyerhoff is principal of the plant e-giving agency. We talk about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turns the tables. And interviews me from last year’s national conference on philanthropic planning and events technology. Scott koegler returns to help you with event planning, use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. You know, scott he’s, the editor of non-profit technology news and our technology contributor on tony’s, take two between the guests. I blogged this week about a really helpful analysis of constituent relationship management that cr m software, published by idealware that they published the analysis. I think it’s very good, and i’ll talk about it. Use hashtag non-profit radio. Join the conversation on twitter, you know we take a break right now. What you don’t know is that when we return, it’s clear, meyerhoff, small shop planned, e-giving stay with me. They didn’t think the tubing getting dink dink dink, you’re listening to the talking alternative network e-giving. E-giving cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Duitz no. Welcome back to big non-profit ideas for the other ninety five percent. It just occurred to me. I forgot to say i’m your aptly named host. You probably knew that right now. I have my interview with claire meyerhoff. You know, whereas the creative producer here, but she’s, also the principal of the plant e-giving agency. And we talked about small shop planned e-giving. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re in san antonio, texas. The conference is sponsored by the partnership for philanthropic planning. My guest now is claire meyerhoff. Claire is editorial director of the plan giving company. And she also has her own the plan e-giving agency, which she is principal of claire meyerhoff. Welcome to the show. Thanks so much. And, tony, i’ve brought a very special gift for you from san antonio. It is a law badge, texas ranger. And it says, tony, it does say, tony ship a texas ranger. Tony okay, now, now you know why claire is also in her credentials. Creative director for this show. Because she brings little things like this. Now. Yesterday was her birthday. And yet today, she’s bringing me a gift that is just the kind of gal i thank you from my texas ranger badge. Howdy, partner. Put in on that. Looks great. Now everyone will know that you’re a texas ranger so you can go arrest people and put them in george in jail. That’s. True. I could use this for dragon jail. Yes. Now i just need a little set of keys. I always wanted a little set of warden skis for jargon. Jail. Okay, um, so what messages have you been hearing consistently at at the conference? Claire? Well, something i’ve been hearing at the conference is that people really want to take it up a notch. As far as their marketing. We’re hearing that aa lot of people are doing more advertising say within their organizational magazines, and they’ve been doing the same old ads forever, and so they’d like to do so something a little bit different. So that’s something i’ve been hearing, just sort of on the street just from chatting with people. Yeah. Ah. And what are they? They have any intentions or ideas about what the difference is? What everybody wants to do something different. What direction? Well, i think that they just don’t really know their plan giving people they’re not they’re not don draper, they’re not darrin stephens from the mcmann tate advertising agency, so they need a little bit of help and that’s, what i really like to do is doing ads. I just did one for north carolina state university, and when i was talking with my client about what kind of ad they wanted to dio b sanford who’s, thie associate director there, said, you know, i’ve always loved this statistic about how people spend more time planning their vacations than planning their wills. And he said, that’s a that’s, a great thing. What if we did something with that and then drove people to your website to the will planning tool that you have s o choose one thing and then geared towards that? So we came up with an added so it’s, a woman on the beach he’s, you know, in her fifties and she’s cool and she’s on the beach, and it says two hundred forty three number of hours she spent planning her vacation than its xero number of hours spent planning her estate and then the copy, something like she has everything she needs for her dream vacation, but she doesn’t have a will she’s not alone, sixty five percent of americans don’t have a will, but now’s a great time to start planning goto our website and in a little messaging kind of like and while you’re there, you know, leave us a gift, too. So it’s not about planned giving it’s not about the bequest it’s about the donor, so that really, truly is donor-centric to speak to them and an issue that they might be having in a clever way also in a clever way that gets their attention because you have to remember that in a magazine, whether it’s for your university or your favorite non-profit you’re kind of flipping through it, flipping through it, flipping through it, and something has to catch your attention, and it may not be the same old messaging about leaving, leaving a legacy that might not catch the person’s attention. All right, so let’s, use that as a segue way clarinet wants to ask me some questions, so we’re actually going to ah, we’re going to change positions and turntables. Claire is going to be behind the board, but don’t touch anything here i won’t touch is very technical, very technical. Now claire has a background in radio. She knows i’m making fun of her. She knows more about the board than i do. I really need you to switch. We’re going one of you up there, let’s, take off your headphones were gonna sweep. Ok, make a lot of noise, things switching, switching now, amit buy-in okay, bubbles well, you can adjust them. I just okay. Four minutes into the program. This is clear. And now you can see what they can see my badge. Better to come closer to my texas ranger underside. Okay, this’s clear. Meyerhoff in the special guest host here at tony martignetti non-profit radio. My guest today is tony martignetti, who is one of the greatest hyre teachers in the world of plan giving, i think because when i started in the business, i had a lot of questions, and tony was so generous with his time, i call him up and say, you know, really, what is it? A charitable remainder trust? Tell me all about that. So you were always so helpful, so i’d like to take this opportunity to thank you. You’re welcome. It’s a pleasure. Thank you. That’s like the greatest. I don’t know one of the greatest let’s not get carried away, but it’s a pleasure to help the community. And you yes, thank you. Thank you, here’s something that that i have really noticed being in plan giving. I’ve become sort of evangelical about it everywhere i go if i run into someone who’s from a non-profit i immediately asked them so. Do you have some sort of a plan giving program? Do you get requests? What do you do? And what i hear a lot of times is we’re not big enough for that. We’re not big enough for that, and i say, no, no, no it’s really easy, and i start to tell them about how they can start a basic plan e-giving program, but i can only take it so far because i just know about sort of the communication and the messaging, so if you’re a small non-profit a small organization and you want to sort of plan giving program and you do a little marketing, you put it in your newsletter and, gosh, someone actually calls you and says, yes, i have made you the beneficiary of my retirement plan, ok or something. What sort of the next step that the small non-profit has to take two actually accept these gifts. Okay, first thing is say thank you. We can never say thank you enough, but but the first, whether it’s a phone call or it comes in by reply card on ah dahna mailing that you did or whichever you want to say thank you very much talking alternative radio twenty four hours a day. 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 fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Hey, 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 if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity metoo now, in your your hypothetical, it was an ira gift. Is that right in my hypothetical? Okay, all right, so we’ll stick with the i r a gift. So, um, we want to make sure the donor understands that they are now going to be part of the close community of our charity, and the ideal way to do that is through a recognition society, which is just a way of another. Another way of saying thank you. So i hope that the charity would have a small and it’s a small charity. So a small recognition society that might just be eight or ten people who have remembered the charity in some way in their will or ira or other estate plan method. But we want to say thank you consistently. We don’t want to say thank you at the time we find out and we do that through our recognition society. I hate the name, legacy society, heritage circle. Oh, my god. It’s so generic. There are thousands of heritage circles. Name your society. You have free reign like you. Name it. Anything you want. Name it for, um, something that’s iconic to your organisation. It could be a person. It could be a gn animal. It could be, in some cases, maybe a bigger charity. Maybe it’s a building or i have a client. Where? It’s the bell tower society. Because people used to meet at the bell tower that’s a college campus different than the small charity, but make it unique to your organization. And this is really the great part for marketing. Because if you create the society and you name it, it gives you something to talk about your announcing it. You have this now. So let’s say in the past you have received a couple of bequests and you just had them and there’s no sort of organization of it. Well, you’ve come up now with the society so let’s say it’s called the elm tree society because you have a beautiful elm tree on the front lawn of your building is the elm tree society. And in your next newsletter at your next event you can talk about that we have launched. We have created the elm tree society it’s so special it’s this it’s that it’s the other thing. If you do x y and z u will be in the elm tree society. So it gives you something to talk about and that’s, the key to marketing is that you need to have something to talk about. Just the fact that you exist isn’t enough. You need to have some news, something that’s new going on to talk about. And i love the elm tree society too, because then when you have a little recognition lunch you can have little leaves on the tree leaves on the tables. On the tree is deep rooted, deep rooted in our work and and our stories and here’s a story from the tree it’s okay, i go too far, but the the the point is you make it something iconic and, yes, it gives you something to talk about. And i love the image of a deep rooted tree, too. I just that even though it’s just and she comes up with ease off the top of her head is that remarkable stories of great. And speaking of coming up with things off off the top of your head, i was visiting a friend of mine for her fiftieth birthday in massachusetts in this in february, and her husband is a financial planner and he is also the treasurer for his church, and then he goes, oh, you workin plan giving? We need to do that at my church. We don’t have anything he says. These people are dying and we’re not getting anything. And i said, well, are you asking for them? Are you are you marketing the plan gifts? And he says, no, we’re not doing anything to sit down. So within about fifteen minutes we laid it all out. We started with the society we named the society after a tree that’s on the on the really old tree on the front lawn in the church. So we named it after the tree, and then i said, well, now, now you have to come up with, like, a way to talk about it. So do you have any recently realized plan gifts? And he said, yes, we have got some money last year and we used it. The intent was they wanted to upgrade all the handicapped accessible stuff in the church. So that’s claim i said, do you have a church member who is benefitting from that and says, yes, there’s this woman and she wasn’t coming to church for a long time because it was hard for her toe access the church that’s fantastic. So i said, do you think she’d be game? And he said, yes, i said, okay, you get her, you get a photo of her act using this handicap access, you get a great quote from her talking about how wonderful it is now that she can go back to church. You put this in your newsletter and you talk about the fact that this all happened because of a bequest, and that gives you the opportunity to talk about bequests and you’re new society also, the added bonus. Now you have a way to talk about bequests with the woman who has been benefitting from the situation because you have asked her to take her photograph. So now she’s, a new french, is kind of in on it and that’s the key thing is to kind of get people in on it so you can make a plan giving program at a kitchen counter on a sunday morning over a bagel and coffee. Yes, small non-profits should not be discouraged at all thinking that they that they can’t do it. It’s just a matter of having simple conversations like you’re describing or putting something simple in your newsletter and you start with the simplest of gifts that one the ones you and i are talking about the bequest maybe go to the ira if that continues after this year. But charitable bequests just a gift in your will alongside the children and grandchildren and your spouse there’s a gift for us. It does not to be a large gift that’s just that’s the easy way to start a plan giving program and by the way, your story i don’t even i don’t know any of the players, and it still makes my eyes water a little bit because it’s such a touching story it’s so poignant. Those are the kinds of tender things that we want to be able to share with others to encourage them to do the same. Well, it’s, because we it’s kind of like we know the secret this secret way to raise money for your organization that’s so easy and a lot of people don’t know it. So at the church, they don’t they know about if they know about the quest, but they don’t know that. It’s something that they can go out and ask for, they think it’s something that just has to fall in their lap. So that’s what’s so important about talking about it and talking about it in a way that features the benefits of the plan gift and why it’s good now rather than why it’s good later, and i think that that too many people in the plan giving industry talked too much about this idea of a legacy that people are sitting around thinking about leaving a legacy and how important a legacy is. I don’t think people really wake up in the morning and think about leaving a legacy. I think that when i talk to people that have done plan gifts, they’re doing it for the here and now they’re going, you know what? This is something i can do. It makes me feel good, it’s good right now, i know i’m helping, i know i’m doing a good thing, and i’ve never heard a donor ever really say it’s because i want to leave a legacy, you know? No, i don’t you’re right, i don’t hear that that often, i think people who will get to that age, you know, are thinking about what they’re going to leave behind, but i think it’s when it when they’re thinking about that it’s not so much for about charity, it’s more about we’re going to leave behind for my family that in terms of the legacy, i think that’s more family oriented, but you’re right, a lot of fundraisers, air thinking about our marketing leave your legacy, and i don’t think people think in that respect for charity, for charitable purposes no, no, they’re doing it because they want to do something they want to do something smart and savvy and cool right now, so if if you are ah let’s, just say i’m a loyal donorsearch to a animal shelter in my town and i’ve been giving to them for fifteen years, and i’m having a conversation with someone on the staff and they say, you know, we now have this society where it’s wait are accepting plant gifts and it’s this and that and here’s, some of the things other people have done and it’s going to be great because we’ll be able to do so much and this per yes and focusing i’m sorry, but focusing on what the gift does, what the outcome, what the impact is how, how this is helping. Is it saving a life? Is it rescuing on animal is what’s the what’s the outcome that the gift creates? Not so much the focus which i see too often is this was a charitable lead unit trust which had a provisioned for generous state tax implications. And you know it’s, not about the taxes. You do it about the do it about the the great story that this that this gift creates because it has saved a life educated a child rescued ah rescued an animal given shelter to someone who was, who was abused, what’s what’s the gift doing and also, i think. And the other part, the donor part of is what can i do? And it’s an easy way to be a quote philanthropist like you think only rich people can make significant gifts and do something really sincere. But you khun do that too. And when i’ve talked to some people about it, i said, look, you know, you’ve been you give one hundred dollars a year to this organization, but if you made this organization half the beneficiary of that ira that you have sitting around that has twenty thousand dollars in it and let’s say something happened to you tomorrow, your organization would get ten grand that’s a lot of money, they could do a lot with that. Ten grand of people call, really? I didn’t know that, and i think when people realize that they can be a philanthropist, that they could be someone to make a significant impact. That kind of floats there boat it’s definitely and it’s definitely not just for high net worth people with big assets. It’s ah it’s an ideal way of giving for very people of very modest means, but your example, ten thousand dollars, five thousand dollars almost anybody could leave five thousand dollars in their state in some method, whether it’s, ira or by will it’s a it’s just outstanding for people of very modest means to do big things and be philanthropists and people also want to be savvy. They want to know that their money is is being maximized so let’s just say they they have some life insurance they’ve had around for a long time, and now they’re divorced from that spouse that they bought the life insurance for their children are grown. Their son is a doctor. Their daughter is a lawyer and they don’t need this life insurance policy anymore. What’s, anybody going to do with this five hundred thousand dollars on this guy’s life and he’s he’s, sixty five years old. So here’s this life insurance policy, he could give that two his charity? Yes, that or yes, he can actually transfer the ownership or just make them a beneficiary of it. Yeah. Ah. In plan giving me talk about the what you’re describing, the excess policy, like somebody may have taken out a policy to help children in case they had untimely death. Or to make sure the mortgage got paid or the you know, college educations got paid for if they had an untimely death. Now those things are all done. The mortgage is paid or substantially paid. Kids are educated. There is this policy like you describe that we took out first purpose. And now that purpose is fulfilled. Um, that is a great gift. A zay said could just be a beneficiary. Just just named the charity. All they need is your your name and your tax id number and you can put that in like a a two cent in sidebar on a newsletter include us in your own life insurance policy, here’s our tax id and legal name and that’s all they need. And if you want to write a little bit more, you could talk about sort of the scenarios of it. So because people want to do the right thing with this assets. So let me ask you if you had a life insurance policy and let’s say it’s it’s it’s paid up and it’s it’s five hundred thousand dollars. What else could you if you didn’t give it to charity? What could you do with it right now? Could you? You could cash it in, but then what would you pay tax on it? Or you could cash it in? I don’t know that you pay tax. No, i don’t think you pay income tax on it. If you if you surrender it now for its cash surrender value that’s an option, you could just keep it in name some other family member of beneficiary of the death benefit there’s, not there’s. Not really great options, esso. I think charity is. Should at least be a part of it. You know, you can you can still do eighty percent for family and twenty percent for charity. And that doesn’t have to be one charity could be for charities and each get five percent of that that remaining twenty. So you know that ah, and that’s the way to of overcoming the objection you might hear. Fund-raising right here, i’d like to help you, but i have other charities i want to help also, but one life insurance policy can help multiple charity’s one will khun do that if we’re talking about something bigger, like charitable trust, you know, those couldn’t help multiple charities, but keeping it simple. Will ira life insurance? Any of those three can help multiple charities. Just make sure that at the end, when you add it all up, the percentage is equal one hundred, and it might just be five percent for charity or ten. And in the rest for family. Always to be thinking, you know, when you hear oh, i’d like to help you. But there are others too. These airways that a person can help. Lots of charities now being the ah the ah! This not exactly host right now, but i’d recognize we have to wrap up like in thirty seconds or so if this is going to fit in the show like around nineteen between nineteen, nineteen, half in twenty minutes so you just took ten seconds of it, so let’s, just wrap it up here i’m clear meyerhoff with tony martignetti and we are the co host today for this very moment moment of non-profit radio tony martignetti non-profit radio, where you will find a fabulous solutions for your small non-profit big non-profit ideas for the other ninety five percent. This is texas ranger tony thanking clare, thank you very much for the for the switch on dh sharing some time with me and ah ah, as always for being creative director, creative producer of twenty martignetti non-profit radio and you’re listening to our coverage of the national conference on philanthropic planning in san antonio, texas. The conference, of course, hosted by the partnership on philanthropic planning that’s my interview with claire meyerhoff, very grateful to her for that right now we take a break and when we return it’s tony’s take two and then scott koegler is with us for events, technology stay here. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. 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. You’re listening to the talking alternative network. Hyre welcome back. Uh, sorry about that. And right now. It’s. Time for tony’s. Take two. On the august tenth show, maria simple talked about customer our constituent relationship management, cr m software packages and we weigh talked about an analysis that i thought is so good that i wanted to block about it and and pointed out it’s done by idealware and and ten the non-profit technology network its objective. And they compare twenty nine c r m systems and give a detailed analysis of ten of those, including common good sorry, common ground donor perfect and e tapestry. And what i love about this is that all the systems that they review cost four thousand dollars or less in the first year. So i just think it’s a really valuable resource. And i wanted to point out to you and you’ll find the link to that analysis on my blogged at tony martignetti dot com. And that is tony’s take two for friday, september fourteenth, the thirty ninth show of the year. Scott koegler is with me now. We’re talking about event technology. Scott, how are you? I’m doing great. Tony, how are you? I’m very well, thanks for joining me today way all know? Scott he’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com event technology. I’m not sure people think of using technology, tio support their events and some people are already doing it. But what what’s out there, that’s that’s helpful? Well, you know, there there’s a bunch of stuff. Probably the basic is, uh, facebook, you know, just setting up your your event as it has kind of something that you show on facebook and you can invite people there, but there are some very specific applications typically their cloud based, you know, they you don’t install them that’s early on your computer, you access them just like you would facebook and, uh, on then you set up your events there, you can invite people to it. You can sell tickets to it. You could track show photographs. You can all kinds of, uh, you know, just anything you’d like to do to promote and track your that. Okay. And so i assume this includes registration and ticketing things like that. Exactly. Exactly. Everything you typically do, kind of at the site. In fact, there are some applications. Portions of applications that the actual walk around during the that and can record interviews, take pictures, things like that. So it becomes full sweets of applications that you use free calls now? Yeah. Good night. Over. Right? And then even even follow-up, i presume, right? Some some will help you with follow-up notice messages. Well, certainly. Of course, the whole purpose of events usually is fund-raising or preliminary to fund-raising. And so you certainly want to know who came what they did. If you have some ability to record something about them in bio or maybe the kind of interests that they have, you want to be able to follow up with. So some of these things air are connected to social media systems or email kind of systems. So you may be able to send out updates in both of those ways. Or maybe all of them. Okay, while we’re teasing a little bit now, what’s, uh, let’s, get into some of these. What do you have first? Well, there were a couple and you mentioned one. That right? Which is a really, really popular with very powerful. Okay, yeah, i just you know, i only know it because, you know, occasionally i’ll get an event bright invitation to, like a cocktail party or networking or some like that. But it’s it’s more robust than that. Uh, it’s it’s. Very powerful. It allows you to set up your events. It has, as you mentioned just a minute ago. Ticketing function so you can actually sell your tickets through it right online if you if you want to have tickets. And now, if you have an event that is based on donations and we want to accept proof pre accept donations prior to the event that you could do that as well, okay? And this is what i’m sorry, but this is a free one. It is free. Yeah. Ok, go ahead. Please continue. I think that they i’m not sure, but i think that they actually take a piece of your tickets. That’s where they get some revenue. Okay, if you’re selling tickets, okay. Okay. On dh that’s ah, eventbrite is b r i t e dot com eventbrite dot com. Okay, anything more you want to tell us about event, right? Um, you know, it connects up with with a couple of social media sites. Certainly. You can connecting through facebook in those kind of things, and another one you mentioned also hub spot, which really isn’t kind of social media, it’s more of a kind of a management, you know who said what about what? So it’s, kind of after the fact for social media on that actually does cost money so that’s one that right probably want to get into later on hub spot is really marketing ah, marketing sweet, and it just has a an event bright module, they’re you know, they’re connected to event, right? That’s it hub spot dot com is one. What else? What else is in your current article on this? Well, yeah, there’s a couple of interesting ones. One is, of course, a jew. And i’m sure that many of the listeners know that sage as a non-profit management just, uh, kind of an all around piece of application that allows you to keep track of your daughters, your prospects, your events and pretty much accounting and anything else. So they have a module also that helps to manage events and, you know, it’s. Tough to say this, but pretty much all these do a variety of the same kinds of functions, so when you think about managing the that, you know, they’re all going to take registrations, they’re all gonna allow people that teo to register, get a map to where your that is make comments, those kind of things, of course, sages is an application, cos so they’re going to charge for for their application. I i don’t know exactly what their charges are, but they know they’re going to be they’re gonna charge. Okay, interesting, you’re the article on this that you have it and p tech news dot com mentions a small organization that’s just think they’re thirty to twenty, twenty and thirty year olds, and they’re talking about just fifteen people coming to their average event. But then you also mentioned an organization that runs a much bigger events, right? Right? The jazz foundation and neo-sage so, you know, if you have, the resource is and you have the clientele, the constituents that are doing kind of significant funding for you, it’s certainly pays teo be able to get into one of the more more robust and something that actually integrates in with your they’re counting on the other functions, such as sage. Okay, okay. There’s there’s, another one to please. But i will mention here and, um, that is an impact. A m p a c i know it’s an acronym. Hang on one second way. Could make some of your god. I will jam, jam, pack and association management now, i don’t know. I was thinking american pacific, maybe for for pacific island there’s or something, but whatever it is and and packed negotiation management, uh, package back. Oh, is it a m p a k or a m p f c c dot com. Okay, so we have just about two minutes before before i break. Tell us about impact. Okay. It’s. Similar in some ways, neo-sage and that it’s pretty much an all around kind of a system to manage your organization. But this comes in module so he can actually start relatively small, although still relatively small, is going to run about nine hundred dollars a month. So you are going to be fairly well bust, kind of an organization to use this. Okay, but it does have, as i said, different modules that you can piece together, and one of those is any that management system and those plug in to its accounting functions plugs into profiling systems for your donors, and also connects into, uh, social media. So i think the lesson here is that if you could get away with something like event, right, which was really, really great job. But it doesn’t particularly integrate with financial management rights of the size that you have a new immigrated financial management system than something like an impact. Or sage is really going to do a great job point, because it keeps everything in one place. Okay, we’re going to take a break. And when we when we return, we’ll see what else scott has for us. And also, just talk about some of the the simple, er management tools like, like google docks and drop box for your events. So stay with me and scotty. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Scott and i are talking about events technology. Scott there’s, another group that i wanted to just mention is meetup dot com depending on what type of event you’re planning, meet up could be helpful. Meetup it’s great it’s not particularly non-profit oriented, right? Although there, you know, there are plenty organizations in there that they’re kind of loosely organized and that’s kind of what it’s for is if you haven’t interest like i imagine their side, it belongs to a wine meet up uh, and there it’s anybody conjoined? Of course, you have some control over who you allowed to join, but it’s it’s typically location based. So look for people in the area with the same kind of interest they sign up and then you are you create what’s aptly called a meet up, which is, you know, a place in a time, okay? And you can add details to it has specifically invite people and you can track it to the comments on it. So it’s, very nice. I don’t know they’re actually his, eh? Ah financial component to it that allows you to collect these if you have a particular like if you’re going to a restaurant or something like that? The marriage make a reservation. You can make reservations. If you also want to collect fees. You khun sell a ticket or not? Sure. What’s called problem with something like a ticket. All right. Yeah. That’s a great one of this horrific. And now we know that you’re in teena file. I am. I am. What is your what’s? Your favorite wine? Do you have? It is possible to say you have a favorite, you know that there are also different. I had one this weekend that was particularly good. And it’s called vincent. Now you’d think that would be van gogh. But it’s actually not expensive motorcycle. Is this is this motor oil? Or is this wine we’re talking about is much better than the movie by a guy named mark ryan. Mark ryan winery and it’s called the vincent. Is it a red or white or blush it the red? Ok, sabelo okay. All right. Yeah. So it’s uh, particularly right, we might. We might have this into our conversations from month to month. I’m a i’m a drop a surprise question on you about wine or something. Ok, well, not that i know what i’m talking about? Me so it’s. Not like a test. You could say anything. I would. I am not a someone, marie, but i do enjoy, you know, kind of sitting next to them and say, all right, let’s, talk about dropbox because dropbox, simple file sharing this could be really helpful for events. People in different offices, or even maybe people working from home or even in the same office. File sharing. Sure, sure, absolutely. Drop box. I just give a brief about what that is essential. You install little application on your computer and you drag files into it, just as you would drag files into your own filing system on your computer and the system automatically copies that file up to a cloud based repository. And then you can invite people to share the file of files that you placed there. It’s especially good for large sounds like photographs and things like that, but it works just fine for documents and the other kind of things. But having said that, uh, there, too, to systems that have, uh i’ve been around for a while, but there recently kind of made a play against drop oxide. Is google google doc’s? Sure, which is probably even better suited for for meetings and events because you can also put your calendar up there and i’m sure the calendar you can share documents, spread, shoots those kind of things, and then when somebody opens those documents on their own computer, they actually used the google docks formatting functions, right? So the differences and i just wanna point out the differences and drop box you’re using standard file formats like dot doc and dot excel for excel spreadsheets and etcetera. You using whatever you’re accustomed to, but in google using their their document a system, right? And the advantage with google is that, you know, i may not have word french someone computer, right? So what do i do when i get the file? You know, struggling so with google docks, you know, you can you can upload, uh, i’ll say power point, i’ll go there google’s presentation files, right? And then you could actually view them in the google presenter. So, you know, it’s kind of a a full system where dropbox is really great at sharing any kind of file that you want to, but you may not. Be ableto use it once you download that file, and with google, you can import files that you’ve already created. I didn’t, i didn’t. I didn’t mean to lead people to think that you have to start fresh with their with their blank spreadsheet or something you can import, and it will convert it into therefore into the google format. Sure, and you have the option of either converting, and we’re not converting it, so you could e yeah, you could take a powerpoint files just up with powerpoint files, and it stays a power point, okay, i realise it or converted, so, you know, get some options there, and then you’ll find that it’s a docks docs dot google dot com, but you have to have google account to use these, don’t you? I don’t know if you have to have a google account to use to be a recipient, right to share have somebody invite you to share, right? I share documents with people that i didn’t know whether or not they have a right to be the creator of a document. You certainly have an account, right? And to invite other people, okay, we have just two. Minutes left. You said there’s. Another one. That’s making a play. Uh, yeah. Area the old player microsoft recently put up outwork dot com, which you’re familiar with. Outlook. The application outlook dot com is the online version of outlook that runs on your desktop. So there’s a whole bunch of things about that. We might talk about that next time. Because that’s kind of interesting it’s it’s, i’m gonna say it’s loosely based on hotmail but it’s much more like what you experience on your desktop. This also includes a file stating and file sharing as part of that whole suite. So, look, look for microsoft there. They may not have been, you know, major name, a new application development, but they seem to be coming strong. Okay, interesting. And outlook dot com is cloud based, right? It is crowd based, just like dropbox and google. Okay, yeah, why don’t we? Why don’t we a plan that for the next month? All right, that sounds good. What do you want to talk about there? Okay. And overviewing outlook. Dot com. Okay. Anything you want to leave us with around event technology in last minute? Uh, you know, the biggest thing is, you know, planning the event and use one of these applications to organize it because it’s one thing to just say they were gonna have a party, it’s something else to say it’s going to be here and we want you because of your special skills and tony, you’re assigned to bring wine. Ok, alright. My favorite wine is called is, uh, is a vineyard named list cerini okay, it’s been around for a long, long time. Very well known. Little little tart, slightly target, but it has subtle notes. All right, scott can go. Thank you very much. Thanks, tony. Take always a pleasure. Thank you. Next week? I don’t know, because i’m recording today’s show three weeks in advance, so but you know, it’ll be a good show. You know that that’s, why that’s, why you’re with us every week. You can keep this conversation going on linkedin. Post your follow-up questions, including wine for scott if you have them and the guests will answer in the linked in group i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals, and it is a ten minute monthly podcast devoted to fund-raising it’s on itunes. You also find it on the chronicle of philanthropy website. If you like this show, i hope you will check out fund-raising fundamentals continuing to wish you good luck the way performers do around the world more often than break a leg upper singers around the world. So this is an international one today use toi toi toi toward off a spell or a hex. And this imitates the spitting sound sound of spinning on somebody like last week’s three three remember from norway but the norwegians only spitting twice there. Very clean people. Look, look at them. They look clean, they look wholesome. Their country is spotless because they’re only spitting twice but are everywhere else. We’re spinning three times on dh. It used to be said that saliva actually had demon banishing powers so internationally on, especially for opera singers internationally spinning three times over somebody’s head or shoulder is a gesture toward off evil spirits. But spitting on them is assault in probably under most criminal codes, so don’t hit them. And as you’re doing this, i wish you toy toy toy for the week. Our creative producers, claire meyerhoff. Hard to believe we have one. But janice meyer. Janice taylor is helping me with all these international greetings from performance artists. Sam liebowitz is our line producer shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. You should be here next friday. Went to two p m eastern at talking alternative dot com. Hyre hyre. I think that’s a good ending. You’re listening to the talking alternative network, waiting to get me anything. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete 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 are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Told you.

Ventureneer: Your Slides Are Here

Thank you Geri Stengel for hosting me for “Planned Giving In Small- and Mid-size Shops“!

“Thank you crowd” for spending time with me. I hope it was helpful to each of you.

Your slides are below.

Nonprofit Radio for October 7, 2011: Excel in Email Execution

Big Nonprofit Ideas for the Other 95%

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

This is a rebroadcast of Nonprofit Radio from April 8, 2011.

Tony’s Guests:

Dave Poulos, Principal of Granite Partners, will share 5 Elements of Effective Email Marketing and have tips for list hygiene.

  • Are you getting the most out of email?
  • Is your list hygienic and only engaging in safe practices?


 
Claire Meyerhoff is Editorial Director at The Planned Giving Company. She will reveal how to write for email fundraising, so your messages get opened, read and responded to.

 

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

Sign-up for show alerts!

“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 a link to the podcast: 062: Excel In Email Execution.
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Durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host last week on the april fool’s edition, it was ask awareness for small shops that was with amy eisenstein. She’s, the author of fifty, asks in fifty weeks, and she shared lots of valuable insights for opening up relationships, identifying prospects, cultivating and soliciting all for small development shops. In fact, one of our listeners posted to the facebook page that it was the best hour she spent all week last week. I appreciate that this week we excel in email execution, it’s going to be dave pulis davis principle of granite partners and he’s going to share five elements of effective email marketing and also have other tips about list hygiene. Are you getting the most out of your e mail? How do you develop an email list if you don’t have one? Is your list hygienic and only engaging in safe practises? Also claire meyerhoff claire is editorial director at the plant e-giving company, and she is this show’s creative producer claire’s going to reveal how to write for email fund-raising so that your messages get opened rid. And responded to so we’re all about email in this hour between my guests, it’s tony’s, take two at roughly thirty two minutes into the hour, and this week on tony’s, take two five ways to be a planned e-giving evangelist or an evangelist for whatever it is that you love doing that’s on tony’s, take two. So we’re all about email this week. After this break, i’ll be joined by dave pulis and where we’ll get started with our excel in email execution show. Stay with me. Did the shooting getting ding, ding, ding, ding? You’re listening to the talking, alternate network waiting to get in. Good. Cubine 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 crawl are said to want to 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. 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. 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 were all about email today, and i’m joined now by dave pulis. Dave, how you doing? Good morning. Thanks for having me, it’s my pleasure to have you welcome. Dave is the ceo and chief consultant of granite partners, which you’ll find out granite hyphen, part p a r t dot com he has been creating successful marketing programs for clients, mostly in the washington d c metro area for over twenty five years, and i’m very glad that his work and his expertise in email marketing specifically bring him to the show. Welcome again, dave, thank you, david. What does somebody do if they don’t have an email list to get started with him as well? Talk about building the list before we talk about what to do with it. Uh, there are a number of approaches that depends on what situation you’re in. If you’re looking for consumers, there are off a lot of ways to build a consumer list. Um, one of the more prominent and more recently evolved is the social media. You can use social media to evolve yourself into an e mail list based on friendster, facebook twitter followers linked in connections those kind of things can all be gathered and uses a colonel for a personal sort of networking list that you can use to promote whatever business you’re in. Okay, we’re non-profits fundraisers, it’s a little more complicated. Okay, well, that’s let’s deal with complicated cause. Our audience is small and midsize non-profit so that’s that’s where we want to be how should they go about it if they have a list of people who have been supporting them? Maybe just for a couple of years, maybe for many years, but they don’t have email lists. Uh, probably the first thing to do is make sure you have permission to communicate with their members are builders. They say something. Do you have a least an address for them? Send him a postcard asked him to send you back their email address. In response, you’ll give them some sort of data special report or a copy of research or something the value to them in response in return for them giving up their email. Okay, so use their their physical address to get their email address or okay on your website if the organization has a website. And you simply ask visitor’s log in before they can access certain pieces of it or certain information that they need include a lot to give them your e mail address. In that way, you can collect it and use it for later. Okay, so maybe not to get to your home page, but to get to some deeper content on your site. You mean then then there’s ah, little there’s an access that requires email address that’s one good way to do it. Because you’re making sure that it’s not just a casual visitor, you’re having themselves collect by their level of interest. Okay, okay. What’s, what you would end up doing if you if you put it on the front of the home page, you’re going to get every tom, dick and harry that entered that in the search. They wanted to see the front page and make sure they got to the right spot. See if there’s anything of interest there at all, you make them register, you get their email address, you send out e mails. You wasted all that time, money and effort to maintain the list. And they have no interest in on what you’re offering right? Ok? Or you might even just turn people off who might have an interest, but they said just to see the home page, i have to sign in, right? Right, you’re going to get some abandonment issues, they’re for your for your web page as well, and there are people that have a legitimate reason to see your front page and can use the information, but that you don’t want to write. I love how you call it abandonment. I’m not going to put you in jargon jail for that way have jog in jail here on tony martignetti non-profit but i already know you. I said it and then you called it abandonment. I just love the you know everybody every every business has its has its language. So abandonment issues. Yes, of your plus, if you know if you having spouse problems, that could be an abandonment issue. But we’re not going that deep again. That’s a different show that’s ahold of yes that’s a whole different person. Um, abandon ministers? Yes. Alright. What about what about events? And if you’re hosting an event, maybe just put post cards on the table at the events or something like that. Anytime you’re gathering an environment where you have potential donors or potential participants, you want to make sure you’re gathering, collecting email addresses, okay, people importing them on their business cards. It’s a good way to start raffles contest, even offering as i do on my website content in exchange for the information we talked about it buying, offering by mail some sort of special report i offer electronically a report on my website and i forced people to give me their email address, so i consented to them. Okay, electronically and it’s, a much fairer trade and people who are looking for something to read like to receive free reading material and return. It makes a lot of that now. Will people see that example on the site that i gave the girl to granite hyphen p a r t dot com they will there’s a new report there on how engaged customers on the left hand column. If you click there, you’ll be able to download on a free pdf of a report guard through some research. We did a little while ago about how to engage customers. Also have tto log in. To give me your email address, i can send it to you, you’ll get a response back that tells you yes, we received your order, and if you like anything else, please let us know, and you’ll also get a confirmation of the fact that you received the order and a questionnaire about whether you like it or not. Okay, so i assume those are all the best practices because you’re doing them for your business, it’s all automatic. I don’t have to do a dog gone thing, and it makes people connected to me much better and gives them a lot more opportunity to give me feedback on the information. And unless they collect their name without creating too much of a problem with their identity and something you alluded to in that description of the way you’re recommending things go about o r non-profits go about building this list is having permission. What? What is what is permission? Marketing and how do we get permission? Permission marketing is a critical step in producing effective push down marketing. What you’re essentially doing is letting people to give you their permission to market to them. And that does two things. One engages their level of interest and let them self select what they want to receive. Two it also tell you how they want to receive it by medium, he opted in is a way of gathering permission marketing. If you send out an e mail to all your members, say ifyou’re non-profit membership organization and say, we’re updating our record, we’d like to give you would like you to give us your email address so we can communicate with you that way. Check the following boxes about what’s appropriate what the best address to use is if we have this information correct listed below. Check that and we’ll keep that. And also, if you do not like to receive anything from us, check the box below to opt out, so opt in permission has sort of past it if you give them an opt out option it’s a little less over on a lot of people to sort of ignore it, which gives you sort of tacit permission to market to them. But the trick is they’ve given you the information and are allowing you to market to them directly without being directly at fort alright, and then you as the e mailer as the non-profit have a responsibility to honor all those selections that the person has made. Absolutely. And if you don’t honor them, your reputation with that person and in general, gets tarnished to the point where it’s almost unusable, and we’ll go into that a little further with, with the a little later on. Ok, we’re going to take a break right now. My guest is dave polish. We’re talking about excellence in email, execution, stay with us, talking alternative radio, twenty four hours a day. 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 on montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at our 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 hunters. People be better business people. Dahna i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two, eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com oppcoll dafs you’re listening to the talking alternative network. Dahna hello and welcome back to tony martignetti non-profit radio we’re live today with dave polish. We’re talking about excel in email execution and since we’re alive, that means we’re taking calls so you can call with a question for dave about female best practices. Frustrations you might be having the number is eight seven seven for a tow for one two oh eight, seven, seven for eight o for one two. Oh, dave, now we’ve developed this list. How do we keep it clean? What’s a clean list? Well, cleanly is one that functions and deliver your message precisely where you wanted to go every time. And there are a couple of things that you need to start with. You’ve built a list that you think is right. The first thing is to make sure that what you start with is good, that we all know about computers, garbage in, garbage out. You have to make sure that you all the addresses fit and conformed to the format for proper email address. Okay. Typos, bat fingering the addresses, getting things backwards, transposing characters. Email addresses are far, far higher accuracy level than postal address. Write the e mail. I just has to be exact, right has to be perfect, another perfect every time or it will not go. I know what you have to do is check it bilich manually and electronically to make sure that all conforms and you, khun, send every piece of mail on their towards both to go ok is the simplest way to do that. To send a test email to someone to verify that on dh, then get their permission in the way you described is that is that a decent way to do it? Uh, you’re better off eyeballing a list firsthand mechanical and then going through optically and and making sure you haven’t missed anything. Because if you get things wrong, you may get stuck or trapped in filters and create problems. And what that’s going to do is block you when you get the right of duitz okay, you want to clean it up visually? First, as best you can make sure that all the symbols are right before the domain name it’s not a exclamation point instead because i’m gonna get the wrong key. Happens a lot. You can do search and replace doing this. It takes very little time. To do it electronically and then go through and i bought a list they just have to three people looking over, make sure there’s no glaring errors. You want to make sure that all the domain names that have the letters spam in them are taken out those traps put in there by the sometimes when you rent list more often than not, but occasionally somebody’ll flip one in there. When they’re registering, they’ll give you a bogus address that doesn’t really exist. You want to pull out the ones that have a domain name that’s sort of suspicious looking, you’ll learn about it after a while to make sure you’re getting exactly what you think you’re getting, okay, so to get behind to get into the content, let’s say so this wouldn’t thiss wouldn’t be people filling out cards at an event, probably or mailing back in response, it’s when registering so people might give bogus address you know i don’t have such a good hearted person, i don’t even think of e don’t even think of people cheating on something so simple is that really learned over time that it’s ok, you fill out a form somebody’s going to send you back something, and often those lists are sold over and over and over again, and by the time the third generation sale is over, you have no relevance to the list of all right, and you’re getting stuff that you really don’t want it clogging up your e mail box, and you don’t want that, so they either make up a fake address to give you so that bill passed through the filters as a legitimate address initially, or they’ll give you one that they never open, which isn’t gonna do you any good. Anyway, a lot of those gmail accounts or a well accounts that are free people will just have one of those strictly as they used to fill out all that junk drops into there. I see you don’t want to be in that list. You want to see a legitimate lift with a legitimate carrier, verizon or comcast, or or one of those for home and the businesses typically you want them to reflect the domain of the business there. Part of that tells you a legitimate what gmail but gmail dahna all those could be legitimate accounts, you couldn’t you couldn’t screen all those out? No, you can’t, but you can see one that looks, uh two, far from their real given name. If you have that to compare it to, uh, nobody’s registering, you know, as nerd sixty five jool and they’re not giving you a scientific address or their name is fred spelled backwards or something. You start to look at the bogus ones and figure it out. Okay? And since you did mention something that we hadn’t talked about in developing the list, let’s, talk a little about purchasing a list. What is that valuable for the small or midsize non-profit purchasing a list rental and compiled lists can be of value. You have to be very careful about the source if you go through a legitimate list broker and you’re looking for a very legitimate piece of a database that concerns especially business addresses. Yes, you can gain a lot out of that because those things have been double opt in check they’ve been verified on a monthly basis that they do exist and they are really and that they do fit the profile that you’ve selected when you rented the list. Now you have to keep in mind that those are usually for one time use only, and you cannot reuse them unless you have a special agreement from the renter compile lists are another story, those of those public things that you could buy that say have been scraped off of websites or have been captured out of the air from from email conversations and that kind of thing. Hackers will market these things to bring an extra bucks. They’re not very useful, they’re not very male herbal, and you’re getting into some serious spamming trouble by even attempting to use most of them because they’re loaded with with the monitors and traps and keys in their little tell people that you’re ok, then you want to be working with a legitimate company that you can verify you mentioned scraping off female what’s your trading closely to jorgen jail has, and it sort of has a a suggestion of what it is, but but i don’t want you to even be anywhere near drug in jail. So what? What is scraping somebody’s? It sounds like unsavory practice. It isn’t unsavory practice in its connotation, and it is information what you want to avoid. There are people out there, who will go to a business website and literally capture copy paste electronically scrape off every email address that’s buried in there. Your entire staff listing all your if you’re going to a law firm, they’ve got every lawyer listed on there with a love with a separate email address for them, they’re going to scrape all those off of there and compile them all into a big list. Listen, this may be legitimate, but they don’t know who they belong to or what they go to what level of persons is they have no information that goes with it, it’s just a list of addresses, as if people would really want to communicate with a bunch of lawyers or anything. There could be no manufacturing firm or, you know, the post office website or anything. They just gathered a bunch of e mail addresses from a bunch of list. Sometimes they’ll use. They’ll sort of piggyback on someone else’s, the internet activity as well, and their going from site to site start scraping through that. Okay, it gets very, very tedious and very touchy when you start doing stuff like that because you have privacy issues, you have legal issues? Uh, spam laws have teeth in them. Ladies and gentlemen, they can sue you for spamming. So you want to be careful what addresses you’re using and who you’re sending? Okay? And i didn’t want to suggest that. Buying a list from from verifiable source would be a good way of trying to get donors. I mean, as a fund-raising consultant, i didn’t mean to suggest that this is a way to acquire new donors, but maybe to acquaint someone with your with your non-profit but you’d have to be very precise in the type of list you bought in terms of the interests of the people. Is that is that possible, dave, to drill into get a list of people who are interested in, i don’t know environmental activism, and but maybe in the pacific northwest, i mean, do the lists from vera from from stable and appropriate cos come with that level of detail, some do, and some do not, uh, they’re further a head for business than they are for kapin consumer availability, drilling that deeply. Okay, if you drill down into segments that deeply on consumer list, chances are good you’re gonna have to pay a pretty penny for it. A good place to start with that if you have a specific interest, they look bilich environmental, you would want to try going to print publication that deal with that concept sierra club or audubon society or any of those that deal in environmental issues routinely subscriber list from them could be segmented by geography. And you could also rent additionally, email addresses that go with those mailing address him that way. Excellent idea. Okay, because that, yes, you know, the publications targeted. Okay, great. All right, so we need to get around that trying to pull that out of a compiled list is virtually impossible. Okay. Okay, good. Thank you. So we’ve developed our list. We understand how to get it clean and make sure it stays clean. Has to be maintained another thing, because now thing out, once you’re going to get some activity coming back from it, not only response is that you want, but response is you don’t want your going to get people that ask you to take them off. You’re going to get because you missed the target. It wasn’t who you thought it was not interested. And they don’t want you to lock up their box for the next six months with stuff they don’t need. That’s a good thing. You like getting those out of there? Because that saves you time and money. Yes, too. You’re gonna have people that were out of the office that day and i just bounced back and told you they may get hurt or they may not. Three you’re going to have bounced back for another reason, theis, and that part of the country was a little slow that day and missed something. There was a glitch in in a certain segment of the internet that went down for a moment your mail got trapped in it could be any number of other things. There’s a whole series of bounce back code that the internet service provider will give you that helps you interpret those bounce back unless you separate them out and decide whether to keep that address that is a temporary thing or whether it’s permanent it’ll tell you if you got the address wrong, if that person’s not at that address anymore. If that business is not there, that remains not active. Whatever they’ll tell you. What the problem woobox with it, when you learn how to read the code, we got to get those out of there. Once you’ve sent the first one, you’re gonna have to be prepared with how to deal with all those. Things that bounce back and those happen fairly quickly, usually within the first hour or so after you send it. Okay, so that’s that’s really list maintenance and that that’s going to be happening every time you send to your list sounds like there will be a certain level of activity depending on how little that down to practically nothing. Yeah, alright, depending on how many people you’re mailing to if it’s just a few hundred, you’ll have fewer of those which is get you in fewer because you’re making good decisions based upon those code taking the bad ones that are going to be permanently bad out. All right, you’re not re mailing, right? Okay. So, uh, well, let me just remind people that my guest is dave polish he’s, the principal of granite partners. And we’re talking about ex selling in your email execution. So then, dave, we have developed our list and it’s clean, and we’ve gotten the appropriate permissions and we know how to maintain the list over time. You have some elements of effective messaging, actually. What to say? What? What? What’s. Your first bit of advice on what the content of the message should. Be, uh, some of it is what to say, and so that is how to say it. Okay, um, the first thing you’re going to notice is that with the new influx of mobile customers that are out there that have their email come to a mobile device, you have far less real estate with which to impress the recipients you have basically a from a dress and a single subject line that’s all they’re going to see on a mobile device there’s no preview function. So what you have to do is make sure that a the address you’re sending from is from a brand they will recognize or at least understand. So whatever service you are using to send these out, if its outlook, you have to set up a box that sort of carrie’s co-branded makes sense for the outgoing mail or if it’s a service, you want to make sure that they’ve gotten you on outgoing address that reflects your brand so that they know who this thing is from and they recognize. But wouldn’t wouldn’t the service just be using your own? You’re you’re non-profit domain name, sometimes they do, and sometimes they don’t they have what’s called rotating? Yeah, what’s. A rotating what’s, a rotating. Why would they understand? Why would they rotate for the same non-profit why would they use different domain names to send from? They’ll mask them behind an existing name, so the recipient will only see your name, but they’re using ten or twelve different outgoing addresses because they could shove more down the data pipe. That way they can spread your list out, get it out the door faster, but if you’re a non-profit you want it to come from your domain, absolutely time your domain is that the physical space that your domain inhabits doesn’t allow enough passed through dahna you can’t shove enough email through it fast enough because you just don’t have enough bandwidth, you didn’t run enough stone, so what happens is they’ll spread it out and they’ll mask it. They’ll refer to your domain name. The recipient only sees your domain, which is good, but they’re using ten twelve different ones with sam filters will pick up on the sub and block things out on who’s, the who’s the day that we’re talking about is this a company like constant contact? Is that o r who’s today you’re referring to there are service providers after that do nothing but deliver both female. They are, they’re registered there, certified they’re they’re very, very compliant with the service providers that give you internet access and then actually deliver and carry the mail. This is a middleman that you would go to as a non-profit if you have a list of of ten or twenty thousand potential donors that you’re going to be sending to routinely, you’re not gonna be able to shelve twenty thousand addresses through your outlook account and with any kind of accuracy or time limit. Okay, so what you’re gonna do is anything over about two hundred names you’re gonna want to goto what provider that sends out both female for a living that’s all they do and is constant contact an example of what you’re talking about male chimp? Is that an example? Or there are eyes that i am i in the wrong line, the wrong space, you’re in a similar space in a different scale gostin contact and male chimp and those kind of things arm or of the do-it-yourself version of that, their sort of big versions of outlook, they’re attached to larger relation all databases that lets you get mail out in larger volumes by yourself from your workstation, ok, here, but if you’re sending ten and twenty thousand, even though we’re gonna have a problem, they’re going to start to bog down and go very slowly, and they’re going to use up a lot of bandwidth, okay, but for our audience of small and midsize non-profits the ones i mentioned, what might be suitable absolutely after they’re a great way to get started. If you’re looking at that between two and five thousand names of any kind. Yeah, constant contact, be a very good bargain, ok, dave, we have just a little less than a minute left. Why don’t you tell us what you think is coming next? What’s the what’s, the next generation of email going to look like email’s going to get a lot more robust in the next six months to a year, you can bet on the fact that you’ll be able to embed photographs and video in your outgoing e mail and have it be interactive and reacted currently, if you put an image in an email, you run the risk of having it be screened out by spam filters or by network. Firewall because they don’t allow images, they scan for them and they remove the as being too large, and they cut down on the volume of data traffic so they get rid of them. So if you’re putting an image in there, one of the things we tell people who don’t let the image tell the entire story, have some text that tells the story because the image probably going to make it and you see video coming in email, absolutely video will be able to be embedded in outgoing email beyond the capability we have today where it’s, just a lincoln it’s, actually resident somewhere else. We’re going to be able to actually carry video imagery on before too long. All right, we have to leave it there. Dave pulis principle of granite partners, which you’ll find at granite hyphen part piela dot com dave, thank you very much for being a guest. Thank you for your excellent ideas. Pleasure. Enjoy it. Thank you very much. After this break, it’s tony’s, take two. You’re listening to the talking alternative network. Geever 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 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. It is roughly thirty two minutes after the hour, which means it’s time for tony’s take two, and after that, i’ll be joined by claire meyerhoff and we’ll continue talking about ex selling in email execution five four tonys take two five ways to be a plant e-giving evangelist something i blogged about this week, it actually could apply to anything that you that you do that you love doing, and i hope you really love the work that you do so much so that you want to evangelize about it. I chose planned giving as the subject of my evangelism on this week’s blawg, and i’ll just share a couple of the things that i think go into being an evangelist for what you do. Yeah, i love it, you know, in my example, you gotta love plant e-giving you gotta recognize that it has value for non-profits and for donors and for their families, and recognize the good that it khun do for society as you’re helping charitable missions. So whatever it is that you want to evangelize about, you really have to love it and be unashamed about your love of it don’t talk you know sort of humbly or shyly about whatever it is you want to evangelize about, you got you need to be out in the open, you need to be enthusiastic, which should be easy because you love what it is you’re talking about, so carry that enthusiasm don’t don’t don’t talk, you know, sort of humbly about your your love of the subject you want to evangelize about lear, love of your work and and and as you’re being unashamed, spread that word, spread it to people that you work with, people who are in your network that you don’t work with, um, when the topic comes up, you know, what do you do? What do you love doing? You want to be unashamed about sharing it, and you want to use the opportunities that you have to spread the word. And so those are three of the ways that i think you could be a plant e-giving evangelist or an evangelist about whatever it is you love to do, and you can see my blogging m p g a d v dot com for more on those ways and a couple of additional ways as well, and also always the reminder that we are on itunes you can subscribe at itunes, listen and get automatic downloads of the show and listen at your leisure on the device of your choice, whether that’s, tablet or phone or desktop or laptop and that is always at non-profit radio dot net that is tony’s take two for friday, april eighth. I’m joined now my guest is claire meyerhoff. Claire, how are you doing, tony, right, how are you? Pleasure to have you back. I’m well, thank you very much. Claire meyerhoff is editorial director at the plant e-giving company, and she is the creative producer of this show. We’re going to talk about howto write for email fund-raising so that your messages get opened, read and respond to do so. Continuing the topic of excel ing in email execution claire so dave paulus sort of left us with write a perfect point, i think, talking about the header of the email he talked about where it’s from what’s your advice about the subject line of the email? Well, the subject line is really important because if you think about your own email use, what do you do? You’re on your iphone slip. Through it. So the subject find is very important and what you want to do, it make really some buddy. So so whatever you are promising them, you need to deliver it on the inside. All right, clara, i’ll tell you what were you sure need to repeat? Actually, what you said about the subject line because you were you’re breaking up. You’re on a landline, right? I am on a landline, and i’m hearing some feedback. Okay? I know the feedback is a little challenging. Try toe, i guess. Talk through the feedback and or maybe not listen so much, but just just talk on dh when you’re done talking, then put the earpiece back to your ear. But could you tell us again what your advice is for the subject line? I’ll do that. Ok, ok, my advice for the subject line is the subject line is going to be the thing that the person will either open it for. They will delete it so your subject line needs to be something that is really, truly news. What? What is it that you are going to be telling people or you want them to do or you want them to hear about most? So put that in there and basically only about thirty characters or so because they don’t even see the rest of us. Put your good stuff up front. Yeah, you sort of have to write that like headline, right, it’s, it’s, a lot like a headline and think about the news business and think about why you pick up a newspaper and read it it’s because of the headlines and any new yorker knows that york post the daily news, they’ve had a long history of really pretty interesting headlines that really grabs your attention. So think about the same thing with your non-profit what is your non-profits headline? And what is the headline for this newsletter that for sending people something generic, like may newsletter june newsletter? Okay, yeah, i have to. Yeah, the new york times are the sari, the daily news and the new york post. My favorite. Well, one of my favorites there’s a whole book about new york post headlines, which is it’s called topless body in head headless body in topless bar. Aunt, i have a copy of that, but it’s a headless body in topless bar from a murder. But one of my favorites was when jack cousteau’s ship crashed and the headline was calypso collapse. So isn’t that genius? I just have to show you right now, it’s go on and you’re like a save the whales organization. You’re not gonna have that to live so collapse. So are anything like that? So i think that’s pretty cool, it’s. Hard to be that clever. But those clever and you know what? If you were that clever, someone would probably open up your email. Certainly. What do you have any other advice for? The for that header information. Uh, maybe the from la who should be from or or any other advice there. Well, unless everybody knows that lisa is the head of your organization, it shouldn’t be from one person instead, make it from your organization and have it the name something that is sort of more of an action. Kind of a word. Like not information, but news. Maybe, you know, news at habitat for humanity, dot com or something like that. So give it give it a name that is a little newsy sounding might get someone’s attention better than, say, info at or or you know, something really generic and, you know, keep again, keep it really, really short. And you put the key words right up front and whatever some buzz words are that air right now in your field. So if sustainability or something is a good buzz word, that and so definitely just put the key words right up front that the main thing, okay? And you mean in the from line, so maybe sustainability at the domain is that is that what you’re suggesting? I’m talking about the subject line, so okay, you have your nature organization, and you’re always talking about sustainability, and the name of your newsletter is something with sustainability. Perhaps that could be your email address. I hadn’t thought of that, but it could be whatever, whatever you want. So that it’s recognizable and again it’s all about the brand and it’s recognizable and always be thinking about who your audience is. And i like to think of your email recipients, the people that will open the email and those are the ones we care about, the most people that actually open it, and then the few that follow through, right? Who were those people? Those are your most boyle people just like implant e-giving who were the best plan giving donors your boil donors, people, that e-giving for a long time with the people that are actually opening and reading. Your email, those who you’re really boils followers those year loyal supporters? Yes. Oh, so you’re you want you’re saying you want to have them in mind as you’re crafting your message? Exactly. Keep them in mind. What? What do they care about? So think about a few people that you know, supporters of your organizations have names and faces and think about what are they interested in? What is kathy interested in? What is robert interested in and crafted that way? Ok, on, daz were crafting our message. What’s your advice about how long it should be the subject line. Oh, no, the length of the body of the message. The body of the entire email newsletter should be chunked. So if you have, you know, one big article, you know, trumped that up into different articles. But faras length, you know, there’s. No specific lengths to into an e newsletter. It could be his long or short. As as you like. Think about the ones that you read and pattern yourself after that. If you’re bored after a certain amount of time, then your readers our board, pretty sure. Okay. What other advice have you got to share? I’ve been sort of, you know, suggesting topics, but you tell us tell me what? Your your advices. Well, here is some duitz do plan ahead. A newsletter done that’s on the fly usually looks like it’s been done on the fly. So plan your news letter ahead of time and that means preparing an editorial calendar. Maybe for the whole year. How often are you going to send these out? If you feel like you can send out one a month that’s great. And then think about what you might be doing in those months. Like, if you know, your annual report is coming out and you’re gonna have a lot of new information, then you know that khun, your main news letter might be packed with a lot of great, um, like statistical information, all kinds of cool stuff that you know about in may, but of course in december of the holidays, so you know that you can do holiday related things, so come up with an editorial calendar, so if you’re going to do it once a month, pick a day that you think is a good day to send it out when your readers are most likely to read it and then plan ahead, say well in in february and do this in march. We’re going to do that and have a couple of things knowing full well, what what’s going on if it’s september back to school and that’s important for your organization. Well, then that’s your back to school newsletter and you know you’re going tohave information about that and also decide on a goal before you do your newsletter what’s. The goal of the newsletter is the goal just oh, well, we want to tell people a bunch of stuff that’s going on. Well, that’s not a goal. What’s your real specific goal. Are you entering into a campaign? Are you announcing something? And you want everybody to know about it? Are you trying to raise money? Are you trying to get people to come to an event to sign up for a walkathon? What is the goal of the newsletter and then work backwards from what your goal is. Okay, claire, we just have about thirty seconds before the break. You mentioned planning ahead. And maybe as much as a year as you’re developing your email marketing plan. You want that? To be dovetailed with your other marketing activities, right, you might be sending print pieces as well around your events, things like that, right, absolutely. And marketing is a huge challenge for most small non-profits. The person doing marketing is also doing fifty other things, so the more planned you khun b, the easier it makes your job, so have a little marketing plan for the year, even if it’s one page and it’s a calendar, we’re going to do this in january, february, march, april, may, june, july, august and it’s all about when you send postcards. When you send email, when you send a regular newsletter and other mailing, okay, we’re going to take a break. My guest is clear meyerhoff editorial director at the plant e-giving company were ex selling an email execution stay with us talking alternative radio, twenty four hours a day. 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. Durney i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com upleaf 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 for 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. Dahna hello and welcome back. I’m talking to claire meyerhoff and were ex selling in your email execution. Claire, you had a list of do’s that you wanted, teo continue sharing with us. Well, some other dues are due. Motivate your reader. You are sending this email to them, and you want them to do something and you need to motivate them to do it. And the easiest way to keep them unmotivated is too forthem, boring and dull. And the best way to do to motivate them is to tell them about something great that’s going on. That really would matter to them. So, do you have a really great event coming up? Do you have something really cool that you and your organization to tell people about it’s is? And news means it’s, usually something you what’s going on in your organization. That’s important to your reader? Not just what’s important to you? Yeah. You just finished your quarterly report, or or you have a new, you know, drink machine in the break room that might be important to you. But it’s not important to your readers. So think about the things that you are. Reader will think. Okay? And that’s consistent with your advice earlier just have a few people in mind and think about what’s interesting to them and write to that audience and think about what’s interesting to them also do the cocktail party saying or the or the coffee shop thing where if you ran into someone at starbucks and they said, hey, what’s new in your organization will help. Yeah, excellent, right? If you just had a couple of minutes, right? Excellent. Another any other dues? Uh, you might want to tell people why this is important now, which is usually through for fund-raising so what is going on right now? Why this is important. So if you’re an environmental organization and there’s some sort of threat that’s what you want to tell people about right now, we need to do this now you need to sign the petition. Now you need to send the money now we’re trying to fight it now your call to action it’s the call to action and make sure your call to action really is a call to action and that you’re writing matches the urgency of it. What i see a lot of times in email that i get from a lot of different non-profits is, you know, it’s sort of the henny penny email the sky is falling, they’re taking our rights away and they’re going to ruin the environment and they’re really bad, and i don’t really want to see that i want to see the action i want to see, like what you were doing, like, you know, we’ve got a bus on its way to this place full of volunteers, and they’re all going, and we need some gas money, like, i want to know what the thing is right now, the action that you’re doing that you need my help, why are you writing to may? Why is that news? So tell me that okay, before we get to your don’ts, which i’m sure you have, how do you make sure that you’re emails are consistent with your general identity for the organization? So they look like the rest of what you send out, whether it’s emails or website or or print well, that goes back to your marketing plan if you have one in some places, don’t you don’t have one it’s pretty common. So think about a couple of simple things that you always do and include that in your newsletter. So if you always have a pet of the month because you’re the animal adoption agency and you always have a pet of the month and you have a cute little name for it used that, make sure you use that in your in your identity, so use those identifiable things that you’ve already created, and if you don’t have some it’s time to create them, okay, so that’s excellent that’s the substance? What about just the appearance of the messages? How do you mean by the appear? What? What artwork? You might include the photos or our identity elements that you have for your non-profit well, i was listening todavia earlier about sending photos and e mails and how a lot of those get filtered out. So i’m definitely thinking about the photo thing because if people aren’t getting them that maybe not a great fool. I love photos if you can use photos, photos are the best and frankly, a lot of times your most loyal donors are also on facebook, and they’re a friend of your organization on facebook and as long as you’re not putting up things like ten times a day, they’re interested in being what you have there not gonna block you. Okay, so think about your facebook think about your email newsletter in conjunction with each other and how they can play off each other. So if you have a great, great photographic like the best photograph that tells the story of your mission like no other photograph, use that photograph a lot of times, repurpose it so you might want to send it in your e news letter and have it on your facebook and in your e newsletter say there are more photos like this on the facebook or on our web sights and people through the website where there are more of these great photographs and then take that really great that one great photographs and put it in your print newsletter used it on a postcard for fund-raising let’s say, you’re doing a little plan giving postcard campaign. Put that one great photo on that postcard so we use the good stuff that you have. Good, we have just about two minutes left. What are some of the don’ts that you want to share? Well, it’s funny that you say that because i try to be positive these days. So i wrote a big list. Do you have all dues and no don’t so i thought for sure. Ok, right around. Okay, well, so okay. Don’t don’t be not creative. Be creative, be creative use of environmental organization. And you just did a survey about ice source in your community. What are the top three? See, that would really get attention. So be creative with stuff. The good stuff that you have that’s interesting that your organization really had a handle on. So let’s say you are an environmental organization. You just did a big survey, and out of that survey results came the, you know, little thing that wasn’t the main focus, but in it was, you know, people complain the most about the certain areas in your county that we’re the biggest eyesores. Well, that’s a new story for you where you can say, what are the top three ugliest eyesores, the whole county. And you can do a lot with that that’s really interesting people will open up that email is your town, you know? Is this eyesore in your neighborhood? Why don’t you leave? Us with one more of your dues or however you want to phrase it dues or don’ts duse or don’t? Well, i like to talk about, you know, writing and words and storytelling, so just do tell really good stories that are about someone that affect other people don’t talk about yourself and how how great you are, talk about the people that you’re serving and how you’re solving prop emblems for people. I’ll give you this one. This is my one last tip i give everybody these days, you can’t think of a story, look at the money, find out a recent gift that you’ve got and how did you use that money? And then find the person that’s benefiting from the money that you’re using. So, for instance, if you just got a gift and you build a handicap ramp, who is benefiting from that handicapped wrapped rampant your facility to find that person and do a story about them and that’s where you find your story stories, they’re everywhere to follow the money, certainly because charities are doing good work so people who are people are benefiting those stories should be very common, right? Where’s the money. Going find, find someone benefiting from it and focus on them. And where would their life be without this organization? And where would their life be without specifically this money that just came in and how it was used? You had a big campaign. Everybody gave money, you raised thousands and thousands of dollars. Where did it go? Thank you very much. Thank you very much, claire. My guest has been clear meyerhoff editorial director at the plan giving company and creative producer for tony martignetti non-profit radio next week we’re going to be all about auctions if if we bring that a little further, may weaken do advertising and awareness advancements in auctions in america. But well, for right now will just stop with all about auctions silent, loud or online. What’s it all about auction’s. My guest is going to be roger divine of divine assistance and he’s going to explain what auctions are all about. I hope you’ll be part of that conversation on we’ll have a group sing at the end. Maybe also scott koegler, our tech guru, and he’s, our regular contributor. Of course, you know that he’s, the editor of non-profit technology news and he’s going to share what’s newest in technology for your non-profit keep up with what’s coming up on tony martignetti non-profit radio. Sign up for our email alerts on the facebook page at facebook dot com and then the name of this show. And while you’re there, like us, become a fan on itunes, as i talked about earlier, that is always found at non-profit radio dot net subscribed. Listen, any time on the device of your choice, as i said, a few times are creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, and our social media is by regina walton of organic social media. Booker t and the mgs composed our theme music. Thank you very much, guys. I hope you’ll join me next friday, one p m eastern for tony martignetti non-profit radio, as always on talking alternative broadcasting found at talking alternative dot com. You’re listening to the talking alternative network, waiting to get you thinking. Dahna cubine are you suffering from aches and pains? Has traditional medicine let you down? 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